| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 3.01M (13.55%) | 85.53K Increased by +2.84% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 2.09M (9.39%) | 24.12K Increased by +1.16% | Sep 30, 23 |
| 3 | Jennison Associates LLC | 1.85M (8.34%) | 133.58K Increased by +7.21% | Dec 31, 23 |
| 4 | BlackRock Inc | 1.75M (7.88%) | 4.81K Increased by +0.27% | Sep 30, 23 |
| 5 | T. Rowe Price Investment Management,Inc. | 1.66M (7.46%) | -330.5K Decreased by -19.93% | Sep 30, 23 |
| 6 | Capital World Investors | 1.61M (7.25%) | 0 Increased by 0% | Dec 31, 23 |
| 7 | Dimensional Fund Advisors, Inc. | 943.4K (4.25%) | 98.44K Increased by +10.44% | Dec 31, 23 |
| 8 | Adage Capital Partners Gp LLC | 789.3K (3.55%) | 1.34K Increased by +0.17% | Dec 31, 23 |
| 9 | HHG PLC | 735.02K (3.31%) | 5.16K Increased by +0.7% | Dec 31, 23 |
| 10 | HPM Partners LLC | 605.48K (2.72%) | 0 Increased by 0% | Sep 30, 23 |
| 11 | Capital Research & Mgmt Co - Division 3 | 565.94K (2.55%) | -305.75K Decreased by -54.03% | Sep 30, 23 |
| 12 | State Street Corporation | 528.61K (2.38%) | 60.17K Increased by +11.38% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 443.08K (1.99%) | 25.99K Increased by +5.87% | Sep 30, 23 |
| 14 | Azora Capital LP | 350.39K (1.58%) | 215.09K Increased by +61.38% | Sep 30, 23 |
| 15 | Millennium Management LLC | 341.71K (1.54%) | -1.02K Decreased by -0.3% | Sep 30, 23 |
| 16 | Blair William & Co | 274.16K (1.23%) | -50.23K Decreased by -18.32% | Sep 30, 23 |
| 17 | PRIMECAP Management Company | 251.7K (1.13%) | 0 Increased by 0% | Dec 31, 23 |
| 18 | Nuveen Asset Management, LLC | 251.55K (1.13%) | 8.66K Increased by +3.44% | Sep 30, 23 |
| 19 | Stony Point Wealth Management Inc. | 246.86K (1.11%) | 0 Increased by 0% | Dec 31, 23 |
| 20 | Northern Trust Corp | 216.24K (0.97%) | 4.78K Increased by +2.21% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JPM US Small Cap Core-Composite | 1.69M (7.59%) | -53.97K Decreased by -3.2% | Dec 31, 23 |
| 2 | JPMorgan Small Cap Equity A | 1.69M (7.59%) | -53.97K Decreased by -3.2% | Dec 31, 23 |
| 3 | American Funds SMALLCAP World A | 1.61M (7.25%) | -565.94K Decreased by -35.11% | Dec 31, 23 |
| 4 | Jennison SMid Cap Core Equity | 1.03M (4.65%) | 102.23K Increased by +9.9% | Dec 31, 23 |
| 5 | PGIM Jennison Small Company A | 1.03M (4.65%) | 0 Increased by 0% | Dec 31, 23 |
| 6 | T. Rowe Price Small-Cap Value | 973.18K (4.38%) | -117.6K Decreased by -12.08% | Dec 31, 23 |
| 7 | Janus Henderson US Small Cap Growth | 678.28K (3.05%) | 0 Increased by 0% | Dec 31, 23 |
| 8 | Janus Henderson Venture D | 678.28K (3.05%) | 0 Increased by 0% | Dec 31, 23 |
| 9 | Vanguard Total Stock Mkt Idx Inv | 640.87K (2.88%) | 0 Increased by 0% | Jan 31, 24 |
| 10 | Vanguard Small Cap Index | 569K (2.56%) | 1.59K Increased by +0.28% | Jan 31, 24 |
| 11 | iShares Russell 2000 ETF | 564.35K (2.54%) | -10.26K Decreased by -1.82% | Jan 31, 24 |
| 12 | T. Rowe Price U.S. SC Value Eq Tr-Z | 502.52K (2.26%) | -27.2K Decreased by -5.41% | Dec 31, 23 |
| 13 | JPM US Smaller Companies A (dist) USD | 361.86K (1.63%) | -26.55K Decreased by -7.34% | Jan 31, 24 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 324.8K (1.46%) | 161 Increased by +0.05% | Jan 31, 24 |
| 15 | Fidelity Small Cap Index | 217.6K (0.98%) | 4.94K Increased by +2.27% | Nov 30, 23 |
| 16 | Fidelity® Small Cap Index | 212.66K (0.96%) | 6.79K Increased by +3.19% | Oct 31, 23 |
| 17 | JENNISON SMALL/MID CAP EQUITY 3 | 205.2K (0.92%) | 45.55K Increased by +22.2% | Dec 31, 23 |
| 18 | Vanguard Small Cap Value Index Inv | 195.33K (0.88%) | -816 Decreased by -0.42% | Jan 31, 24 |
| 19 | PRIMECAP Odyssey Aggressive Growth | 192.7K (0.87%) | 0 Increased by 0% | Dec 31, 23 |
| 20 | iShares Russell 2000 Growth ETF | 191.1K (0.86%) | 224 Increased by +0.12% | Jan 31, 24 |