| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.01M (5.38%) | 301.69K Increased by +6.02% | Dec 31, 23 |
| 2 | Vanguard Group Inc | 3.63M (3.89%) | -119.86K Decreased by -3.3% | Dec 31, 23 |
| 3 | Silverback Aset Management LLC | 3.35M (3.6%) | -103.66K Decreased by -3.09% | Dec 31, 23 |
| 4 | RIMA MANAGEMENT, LLC | 2.2M (2.36%) | -1.61M Decreased by -73.11% | Dec 31, 23 |
| 5 | Capstone Investment Advisors, LLC | 1.6M (1.72%) | 900K Increased by +56.25% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 1.48M (1.59%) | 50.17K Increased by +3.39% | Dec 31, 23 |
| 7 | Herald Investment Management Ltd | 1.3M (1.4%) | 0 Increased by 0% | Dec 31, 23 |
| 8 | State Street Corporation | 1.25M (1.34%) | 8.81K Increased by +0.71% | Dec 31, 23 |
| 9 | Sargent Investment Group, LLC | 1.19M (1.27%) | -194.14K Decreased by -16.38% | Dec 31, 23 |
| 10 | UBS O'Connor LLC | 1.18M (1.27%) | 980K Increased by +83.05% | Dec 31, 23 |
| 11 | West Tower Group LLC | 882.41K (0.95%) | 134.01K Increased by +15.19% | Dec 31, 23 |
| 12 | Taylor Frigon Capital Management LLC | 832.37K (0.89%) | -6.37K Decreased by -0.76% | Dec 31, 23 |
| 13 | Penn Capital Management Company LLC | 799.32K (0.86%) | 144.65K Increased by +18.1% | Sep 30, 23 |
| 14 | Perkins Capital Management Inc | 606.65K (0.65%) | 9.15K Increased by +1.51% | Dec 31, 23 |
| 15 | Northern Trust Corp | 571.02K (0.61%) | -16.17K Decreased by -2.83% | Dec 31, 23 |
| 16 | Needham Investment Management, LLC | 500K (0.54%) | -887.5K Decreased by -177.5% | Sep 30, 23 |
| 17 | UBS Group AG | 450.17K (0.48%) | 19.76K Increased by +4.39% | Dec 31, 23 |
| 18 | Awm Investment Company Inc | 390K (0.42%) | 0 Increased by 0% | Sep 30, 23 |
| 19 | FRG Family Wealth Advisors LLC | 346.7K (0.37%) | -473 Decreased by -0.14% | Dec 31, 23 |
| 20 | Renaissance Technologies Corp | 325.9K (0.35%) | -280.76K Decreased by -86.15% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.12M (2.28%) | 0 Increased by 0% | Mar 31, 24 |
| 2 | iShares Russell 2000 ETF | 1.96M (2.1%) | -15.6K Decreased by -0.8% | Apr 30, 24 |
| 3 | Herald Ord | 1.3M (1.4%) | 0 Increased by 0% | Dec 31, 23 |
| 4 | Vanguard Institutional Extnd Mkt Idx Tr | 993.66K (1.07%) | 4.61K Increased by +0.46% | Mar 31, 24 |
| 5 | Taylor Frigon Core Growth | 849.19K (0.91%) | 653.89K Increased by +77% | Feb 29, 24 |
| 6 | iShares Russell 2000 Growth ETF | 792.58K (0.85%) | -1.9K Decreased by -0.24% | Apr 30, 24 |
| 7 | TFCM Core Growth | 764.84K (0.82%) | -2.32K Decreased by -0.3% | Oct 31, 23 |
| 8 | Fidelity Small Cap Index | 705.01K (0.76%) | 0 Increased by 0% | Feb 29, 24 |
| 9 | Fidelity® Small Cap Index | 645.13K (0.69%) | 0 Increased by 0% | Oct 31, 23 |
| 10 | Fidelity Extended Market Index | 590.98K (0.63%) | 195.81K Increased by +33.13% | Mar 31, 24 |
| 11 | Needham Small Cap Growth Retail | 500K (0.54%) | -887.5K Decreased by -177.5% | Sep 30, 23 |
| 12 | State St Russell Sm/Mid Cp® Indx NL Cl C | 409.08K (0.44%) | 0 Increased by 0% | Mar 31, 24 |
| 13 | Vanguard Russell 2000 ETF | 354.78K (0.38%) | 105.25K Increased by +29.67% | Mar 31, 24 |
| 14 | Pleiades Small Cap Equity A | 334.56K (0.36%) | -88.74K Decreased by -26.52% | Sep 30, 23 |
| 15 | Fidelity® Extended Market Index | 331.75K (0.36%) | 0 Increased by 0% | Nov 30, 23 |
| 16 | Penn Capital Micro Cap Equity | 255.36K (0.27%) | -79.2K Decreased by -31.02% | Oct 31, 23 |
| 17 | Schwab Small Cap Index | 213.44K (0.23%) | 55.55K Increased by +26.03% | Mar 31, 24 |
| 18 | Northern Trust Russell 2000 Growth Index | 211.71K (0.23%) | 71.21K Increased by +33.64% | Mar 31, 24 |
| 19 | NT R2000 Growth Index Fund - NL | 207.72K (0.22%) | 0 Increased by 0% | Dec 31, 23 |
| 20 | NT R2000 Index Fund - NL | 199.23K (0.21%) | 342 Increased by +0.17% | Dec 31, 23 |