| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.89M (13.86%) | -17.54K Decreased by -0.30% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 5.23M (12.32%) | 168.70K Increased by +3.22% | Sep 30, 24 |
| 3 | FMR Inc | 3.71M (8.74%) | -40.78K Decreased by -1.10% | Sep 30, 24 |
| 4 | Macquarie Group Ltd | 2.05M (4.83%) | -511.00 Decreased by -0.02% | Sep 30, 24 |
| 5 | BAMCO Inc | 1.89M (4.46%) | -233.00K Decreased by -12.30% | Sep 30, 24 |
| 6 | State Street Corporation | 1.76M (4.14%) | 29.91K Increased by +1.70% | Mar 31, 24 |
| 7 | State Street Corp | 1.69M (3.97%) | -25.23K Decreased by -1.49% | Sep 30, 24 |
| 8 | Dimensional Fund Advisors, Inc. | 1.38M (3.26%) | -101.78K Decreased by -7.36% | Sep 30, 24 |
| 9 | Boston Partners Global Investors, Inc | 1.36M (3.19%) | 350.12K Increased by +25.82% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 1.25M (2.94%) | 40.05K Increased by +3.21% | Sep 30, 24 |
| 11 | T. Rowe Price Investment Management,Inc. | 1.06M (2.50%) | 171.56K Increased by +16.16% | Mar 31, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 970.38K (2.28%) | 143.06K Increased by +14.74% | Jun 30, 24 |
| 13 | JPMorgan Chase & Co | 931.46K (2.19%) | 38.08K Increased by +4.09% | Sep 30, 24 |
| 14 | Victory Capital Management Inc. | 920.08K (2.17%) | 123.47K Increased by +13.42% | Dec 31, 24 |
| 15 | Pathstone Family Office, LLC | 919.15K (2.16%) | 792.00 Increased by +0.09% | Sep 30, 23 |
| 16 | Pathstone Holdings LLC | 913.70K (2.15%) | 39.00 Increased by +0.00% | Sep 30, 24 |
| 17 | Goldman Sachs Group Inc | 752.52K (1.77%) | 158.99K Increased by +21.13% | Sep 30, 24 |
| 18 | Jennison Associates LLC | 735.33K (1.73%) | 320.00 Increased by +0.04% | Dec 31, 24 |
| 19 | Fidelity International Ltd | 690.44K (1.63%) | -400.00K Decreased by -57.93% | Mar 31, 24 |
| 20 | Schroder Investment Management Group | 686.95K (1.62%) | 13.64K Increased by +1.99% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.44M (3.40%) | -376.00 Decreased by -0.03% | Jan 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.33M (3.13%) | 1.54K Increased by +0.12% | Dec 31, 24 |
| 3 | Baron Opp. Small Cap Growth Strategy | 1.32M (3.12%) | -175.00K Decreased by -13.21% | Dec 31, 24 |
| 4 | Baron Small Cap Retail | 1.32M (3.12%) | -175.00K Decreased by -13.21% | Dec 31, 24 |
| 5 | iShares Russell 2000 ETF | 1.19M (2.80%) | -9.05K Decreased by -0.76% | Jan 31, 25 |
| 6 | Vanguard Small Cap Index | 1.07M (2.52%) | -4.44K Decreased by -0.42% | Dec 31, 24 |
| 7 | Delaware US Small Cap Core Equity (SMA) | 961.61K (2.26%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 8 | Macquarie US Small Cap Core Equity | 961.61K (2.26%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 9 | Vanguard Information Technology ETF | 931.60K (2.19%) | 14.11K Increased by +1.51% | Dec 31, 24 |
| 10 | Delaware Small Cap Core I | 930.84K (2.19%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 11 | Macquarie Small Cap Core I | 930.84K (2.19%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 12 | JHancock Disciplined Value Mid Cap I | 795.43K (1.87%) | -202.35K Decreased by -25.44% | Oct 31, 24 |
| 13 | Vanguard Small Cap Value Index Inv | 709.84K (1.67%) | -16.60K Decreased by -2.34% | Dec 31, 24 |
| 14 | Strategic Advisers Fidelity US TtlStk | 693.34K (1.63%) | -3.75K Decreased by -0.54% | Dec 31, 24 |
| 15 | Victory Small Cap Value CIT (Net 75) | 670.00K (1.58%) | 91.00K Increased by +13.58% | Dec 31, 24 |
| 16 | Victory Sycamore Small Company Opp R | 670.00K (1.58%) | 91.00K Increased by +13.58% | Dec 31, 24 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 669.12K (1.58%) | 1.72K Increased by +0.26% | Dec 31, 24 |
| 18 | Fidelity Small Cap Discovery | 642.95K (1.51%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 19 | Fidelity® Small Cap Discovery | 615.40K (1.45%) | -6.10K Decreased by -0.99% | Oct 31, 23 |
| 20 | Macquarie Mid Cap Growth A | 601.35K (1.42%) | 2.25K Increased by +0.37% | Nov 30, 24 |