| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.91M (13.98%) | 22.09K Increased by +0.37% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 5.24M (12.40%) | 8.94K Increased by +0.17% | Dec 31, 24 |
| 3 | FMR Inc | 3.83M (9.07%) | 123.28K Increased by +3.22% | Dec 31, 24 |
| 4 | Macquarie Group Ltd | 2.14M (5.08%) | 95.60K Increased by +4.46% | Dec 31, 24 |
| 5 | State Street Corporation | 1.76M (4.17%) | 29.91K Increased by +1.70% | Mar 31, 24 |
| 6 | State Street Corp | 1.73M (4.09%) | 42.45K Increased by +2.45% | Dec 31, 24 |
| 7 | BAMCO Inc | 1.57M (3.72%) | -323.91K Decreased by -20.63% | Dec 31, 24 |
| 8 | Dimensional Fund Advisors, Inc. | 1.48M (3.50%) | 96.92K Increased by +6.55% | Dec 31, 24 |
| 9 | Boston Partners Global Investors, Inc | 1.36M (3.21%) | 350.12K Increased by +25.82% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 1.23M (2.92%) | -14.03K Decreased by -1.14% | Dec 31, 24 |
| 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 | JPMorgan Chase & Co | 931.46K (2.20%) | 38.08K Increased by +4.09% | Sep 30, 24 |
| 14 | Victory Capital Management Inc. | 920.08K (2.18%) | 123.47K Increased by +13.42% | Dec 31, 24 |
| 15 | Pathstone Family Office, LLC | 919.15K (2.18%) | 792.00 Increased by +0.09% | Sep 30, 23 |
| 16 | Pathstone Holdings LLC | 912.88K (2.16%) | -825.00 Decreased by -0.09% | Dec 31, 24 |
| 17 | Goldman Sachs Group Inc | 900.10K (2.13%) | 147.58K Increased by +16.40% | Dec 31, 24 |
| 18 | Jennison Associates LLC | 735.33K (1.74%) | 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 | 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 | 1.44M (3.41%) | 470.00 Increased by +0.03% | Mar 31, 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 US Total Market Shares ETF | 1.34M (3.17%) | -52.43K Decreased by -3.92% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.34M (3.16%) | 4.79K Increased by +0.36% | Mar 31, 25 |
| 6 | iShares Russell 2000 ETF | 1.15M (2.72%) | -9.96K Decreased by -0.87% | Mar 31, 25 |
| 7 | Vanguard Small Cap Index | 1.06M (2.50%) | -13.54K Decreased by -1.28% | Mar 31, 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 | 952.91K (2.25%) | 3.98K Increased by +0.42% | Mar 31, 25 |
| 11 | Delaware Small Cap Core I | 930.84K (2.20%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 12 | Macquarie Small Cap Core I | 930.84K (2.20%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 13 | JHancock Disciplined Value Mid Cap I | 795.43K (1.88%) | -202.35K Decreased by -25.44% | Oct 31, 24 |
| 14 | Strategic Advisers Fidelity US TtlStk | 792.64K (1.88%) | 72.04K Increased by +9.09% | Feb 28, 25 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 685.94K (1.62%) | 16.89K Increased by +2.46% | Mar 31, 25 |
| 16 | Vanguard Small Cap Value Index Inv | 685.47K (1.62%) | -20.68K Decreased by -3.02% | Mar 31, 25 |
| 17 | Victory Small Cap Value CIT (Net 75) | 670.00K (1.59%) | 91.00K Increased by +13.58% | Dec 31, 24 |
| 18 | Victory Sycamore Small Company Opp R | 660.00K (1.56%) | -10.00K Decreased by -1.52% | Mar 31, 25 |
| 19 | Fidelity Small Cap Discovery | 658.95K (1.56%) | 16.00K Increased by +2.43% | Jan 31, 25 |
| 20 | Fidelity® Small Cap Discovery | 615.40K (1.46%) | -6.10K Decreased by -0.99% | Oct 31, 23 |