| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.82M (13.77%) | -91.26K Decreased by -1.57% | Mar 31, 25 |
| 2 | Vanguard Group Inc | 5.26M (12.46%) | 22.75K Increased by +0.43% | Mar 31, 25 |
| 3 | FMR Inc | 4.49M (10.63%) | 660.00K Increased by +14.69% | Mar 31, 25 |
| 4 | Macquarie Group Ltd | 2.19M (5.18%) | 44.28K Increased by +2.02% | Mar 31, 25 |
| 5 | State Street Corporation | 1.76M (4.17%) | 29.91K Increased by +1.70% | Mar 31, 24 |
| 6 | State Street Corp | 1.73M (4.10%) | 1.77K Increased by +0.10% | Mar 31, 25 |
| 7 | Dimensional Fund Advisors, Inc. | 1.68M (3.98%) | 202.69K Increased by +12.05% | Mar 31, 25 |
| 8 | BAMCO Inc | 1.42M (3.35%) | -153.61K Decreased by -10.84% | Mar 31, 25 |
| 9 | Boston Partners Global Investors, Inc | 1.36M (3.21%) | 350.12K Increased by +25.82% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 1.29M (3.04%) | 51.55K Increased by +4.01% | Mar 31, 25 |
| 11 | T. Rowe Price Investment Management,Inc. | 1.06M (2.51%) | 171.56K Increased by +16.16% | Mar 31, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 970.38K (2.30%) | 143.06K Increased by +14.74% | Jun 30, 24 |
| 13 | Pathstone Holdings LLC | 933.87K (2.21%) | 21.00K Increased by +2.25% | Mar 31, 25 |
| 14 | JPMorgan Chase & Co | 931.46K (2.20%) | 38.08K Increased by +4.09% | Sep 30, 24 |
| 15 | Victory Capital Management Inc. | 920.16K (2.18%) | 79.00 Increased by +0.01% | Mar 31, 25 |
| 16 | Pathstone Family Office, LLC | 919.15K (2.18%) | 792.00 Increased by +0.09% | Sep 30, 23 |
| 17 | JONES FINANCIAL COMPANIES LLLP | 880.54K (2.08%) | 879.77K Increased by +99.91% | Mar 31, 25 |
| 18 | Goldman Sachs Group Inc | 710.37K (1.68%) | -189.73K Decreased by -26.71% | Mar 31, 25 |
| 19 | Fidelity International Ltd | 690.44K (1.63%) | -400.00K Decreased by -57.93% | Mar 31, 24 |
| 20 | Reinhart Mahoney Capital Management Inc | 665.99K (1.58%) | 78.79K Increased by +11.83% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.43M (3.39%) | -5.35K Decreased by -0.37% | Apr 30, 25 |
| 2 | Baron Opp. Small Cap Growth Strategy | 1.38M (3.25%) | 50.00K Increased by +3.64% | Mar 31, 25 |
| 3 | Baron Small Cap Retail | 1.38M (3.25%) | 50.00K Increased by +3.64% | Mar 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.35M (3.20%) | 16.62K Increased by +1.23% | Apr 30, 25 |
| 5 | Vanguard US Total Market Shares ETF | 1.34M (3.17%) | -52.43K Decreased by -3.92% | Sep 30, 24 |
| 6 | iShares Russell 2000 ETF | 1.07M (2.54%) | 181.00 Increased by +0.02% | Apr 30, 25 |
| 7 | Vanguard Small Cap Index | 1.06M (2.52%) | 5.18K Increased by +0.49% | Apr 30, 25 |
| 8 | Delaware US Small Cap Core Equity (SMA) | 961.61K (2.28%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 9 | Macquarie US Small Cap Core Equity | 961.61K (2.28%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 10 | Vanguard Information Technology ETF | 960.08K (2.27%) | 7.17K Increased by +0.75% | Apr 30, 25 |
| 11 | Macquarie Small Cap Core I | 958.07K (2.27%) | 27.23K Increased by +2.84% | Mar 31, 25 |
| 12 | Delaware Small Cap Core I | 930.84K (2.20%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | Strategic Advisers Fidelity US TtlStk | 811.50K (1.92%) | 18.86K Increased by +2.32% | Mar 31, 25 |
| 14 | JHancock Disciplined Value Mid Cap I | 795.43K (1.88%) | -202.35K Decreased by -25.44% | Oct 31, 24 |
| 15 | Vanguard Small Cap Value Index Inv | 687.62K (1.63%) | 2.15K Increased by +0.31% | Apr 30, 25 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 686.70K (1.62%) | 760.00 Increased by +0.11% | Apr 30, 25 |
| 17 | Fidelity Small Cap Discovery | 680.75K (1.61%) | 21.80K Increased by +3.20% | Feb 28, 25 |
| 18 | Victory Small Cap Value CIT (Net 75) | 670.00K (1.59%) | 91.00K Increased by +13.58% | Dec 31, 24 |
| 19 | Victory Sycamore Small Company Opp R | 660.00K (1.56%) | -10.00K Decreased by -1.52% | Mar 31, 25 |
| 20 | Fidelity® Small Cap Discovery | 615.40K (1.46%) | -6.10K Decreased by -0.99% | Oct 31, 23 |