| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.90M (13.83%) | 319.50K Increased by +5.41% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 5.23M (12.26%) | 168.70K Increased by +3.22% | Sep 30, 24 |
| 3 | FMR Inc | 3.71M (8.69%) | -40.78K Decreased by -1.10% | Sep 30, 24 |
| 4 | BAMCO Inc | 2.13M (4.98%) | -100.00K Decreased by -4.70% | Jun 30, 24 |
| 5 | Macquarie Group Ltd | 2.05M (4.80%) | 726.55K Increased by +35.45% | Jun 30, 24 |
| 6 | State Street Corporation | 1.76M (4.12%) | 29.91K Increased by +1.70% | Mar 31, 24 |
| 7 | State Street Corp | 1.71M (4.01%) | -47.38K Decreased by -2.77% | Jun 30, 24 |
| 8 | Dimensional Fund Advisors, Inc. | 1.38M (3.24%) | -101.78K Decreased by -7.36% | Sep 30, 24 |
| 9 | Geode Capital Management, LLC | 1.21M (2.83%) | 158.32K Increased by +13.10% | Jun 30, 24 |
| 10 | Amvescap Plc. | 1.09M (2.56%) | -346.87K Decreased by -31.73% | Jun 30, 24 |
| 11 | T. Rowe Price Investment Management,Inc. | 1.06M (2.49%) | 171.56K Increased by +16.16% | Mar 31, 24 |
| 12 | Boston Partners Global Investors, Inc | 1.01M (2.36%) | -17.41K Decreased by -1.73% | Jun 30, 24 |
| 13 | Morgan Stanley - Brokerage Accounts | 970.38K (2.27%) | 143.06K Increased by +14.74% | Jun 30, 24 |
| 14 | Pathstone Family Office, LLC | 919.15K (2.15%) | 792.00 Increased by +0.09% | Sep 30, 23 |
| 15 | Pathstone Holdings LLC | 913.66K (2.14%) | 2.07K Increased by +0.23% | Jun 30, 24 |
| 16 | Victory Capital Management Inc. | 796.61K (1.87%) | -44.63K Decreased by -5.60% | Sep 30, 24 |
| 17 | Jennison Associates LLC | 735.01K (1.72%) | 4.62K Increased by +0.63% | Sep 30, 24 |
| 18 | Fidelity International Ltd | 690.44K (1.62%) | -400.00K Decreased by -57.93% | Mar 31, 24 |
| 19 | Schroder Investment Management Group | 673.31K (1.58%) | 10.71K Increased by +1.59% | Jun 30, 24 |
| 20 | Thrivent Financial For Lutherans | 630.39K (1.48%) | -11.96K Decreased by -1.90% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Baron Opp. Small Cap Growth Strategy | 1.50M (3.51%) | -150.00K Decreased by -10.00% | Sep 30, 24 |
| 2 | Baron Small Cap Retail | 1.50M (3.51%) | -150.00K Decreased by -10.00% | Sep 30, 24 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.41M (3.30%) | 768.00 Increased by +0.05% | Oct 31, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.33M (3.12%) | -6.94K Decreased by -0.52% | Oct 31, 24 |
| 5 | iShares Russell 2000 ETF | 1.17M (2.75%) | -2.65K Decreased by -0.23% | Oct 31, 24 |
| 6 | Vanguard Small Cap Index | 1.07M (2.50%) | 2.10K Increased by +0.20% | Oct 31, 24 |
| 7 | JHancock Disciplined Value Mid Cap I | 997.78K (2.34%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Delaware US Small Cap Core Equity (SMA) | 961.61K (2.25%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 9 | Macquarie US Small Cap Core Equity | 961.61K (2.25%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 10 | Delaware Small Cap Core I | 930.84K (2.18%) | -5.77K Decreased by -0.62% | Sep 30, 24 |
| 11 | Vanguard Information Technology ETF | 904.79K (2.12%) | 4.10K Increased by +0.45% | Oct 31, 24 |
| 12 | Vanguard Small Cap Value Index Inv | 721.13K (1.69%) | -248.00 Decreased by -0.03% | Oct 31, 24 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 672.15K (1.57%) | -30.17K Decreased by -4.49% | Sep 30, 24 |
| 14 | Strategic Advisers Fidelity US TtlStk | 622.18K (1.46%) | 1.28K Increased by +0.21% | Sep 30, 24 |
| 15 | Fidelity® Small Cap Discovery | 615.40K (1.44%) | -6.10K Decreased by -0.99% | Oct 31, 23 |
| 16 | Fidelity Small Cap Discovery | 614.65K (1.44%) | 5.45K Increased by +0.89% | Aug 31, 24 |
| 17 | Victory Small Cap Value CIT (Net 75) | 579.00K (1.36%) | -41.00K Decreased by -7.08% | Sep 30, 24 |
| 18 | Victory Sycamore Small Company Opp R | 579.00K (1.36%) | -41.00K Decreased by -7.08% | Sep 30, 24 |
| 19 | Fidelity Small Cap Value Fund | 550.00K (1.29%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | Fidelity® Small Cap Value | 550.00K (1.29%) | 0.00 Increased by 0.00% | Oct 31, 23 |