| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.91M (14.07%) | 22.09K Increased by +0.37% | Dec 31, 24 |
| 2 | Vanguard Group Inc | 5.24M (12.49%) | 8.94K Increased by +0.17% | Dec 31, 24 |
| 3 | FMR Inc | 3.83M (9.13%) | 123.28K Increased by +3.22% | Dec 31, 24 |
| 4 | Macquarie Group Ltd | 2.14M (5.11%) | 95.60K Increased by +4.46% | Dec 31, 24 |
| 5 | State Street Corporation | 1.76M (4.19%) | 29.91K Increased by +1.70% | Mar 31, 24 |
| 6 | State Street Corp | 1.73M (4.12%) | 42.45K Increased by +2.45% | Dec 31, 24 |
| 7 | BAMCO Inc | 1.57M (3.74%) | -323.91K Decreased by -20.63% | Dec 31, 24 |
| 8 | Dimensional Fund Advisors, Inc. | 1.48M (3.53%) | 96.92K Increased by +6.55% | Dec 31, 24 |
| 9 | Boston Partners Global Investors, Inc | 1.36M (3.23%) | 350.12K Increased by +25.82% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 1.23M (2.94%) | -14.03K Decreased by -1.14% | Dec 31, 24 |
| 11 | T. Rowe Price Investment Management,Inc. | 1.06M (2.53%) | 171.56K Increased by +16.16% | Mar 31, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 970.38K (2.31%) | 143.06K Increased by +14.74% | Jun 30, 24 |
| 13 | JPMorgan Chase & Co | 931.46K (2.22%) | 38.08K Increased by +4.09% | Sep 30, 24 |
| 14 | Victory Capital Management Inc. | 920.08K (2.19%) | 123.47K Increased by +13.42% | Dec 31, 24 |
| 15 | Pathstone Family Office, LLC | 919.15K (2.19%) | 792.00 Increased by +0.09% | Sep 30, 23 |
| 16 | Pathstone Holdings LLC | 912.88K (2.17%) | -825.00 Decreased by -0.09% | Dec 31, 24 |
| 17 | Goldman Sachs Group Inc | 900.10K (2.14%) | 147.58K Increased by +16.40% | Dec 31, 24 |
| 18 | Jennison Associates LLC | 735.33K (1.75%) | 320.00 Increased by +0.04% | Dec 31, 24 |
| 19 | Fidelity International Ltd | 690.44K (1.64%) | -400.00K Decreased by -57.93% | Mar 31, 24 |
| 20 | Amvescap Plc. | 665.27K (1.58%) | -5.58K Decreased by -0.84% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.44M (3.42%) | 1.08K Increased by +0.08% | Feb 28, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.33M (3.17%) | 909.00 Increased by +0.07% | Feb 28, 25 |
| 3 | Baron Opp. Small Cap Growth Strategy | 1.32M (3.16%) | -175.00K Decreased by -13.21% | Dec 31, 24 |
| 4 | Baron Small Cap Retail | 1.32M (3.16%) | -175.00K Decreased by -13.21% | Dec 31, 24 |
| 5 | iShares Russell 2000 ETF | 1.13M (2.70%) | -13.29K Decreased by -1.17% | Feb 28, 25 |
| 6 | Vanguard Small Cap Index | 1.07M (2.55%) | 882.00 Increased by +0.08% | Feb 28, 25 |
| 7 | Delaware US Small Cap Core Equity (SMA) | 961.61K (2.29%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 8 | Macquarie US Small Cap Core Equity | 961.61K (2.29%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 9 | Vanguard Information Technology ETF | 948.93K (2.26%) | 2.61K Increased by +0.28% | Feb 28, 25 |
| 10 | Delaware Small Cap Core I | 930.84K (2.22%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 11 | Macquarie Small Cap Core I | 930.84K (2.22%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 12 | JHancock Disciplined Value Mid Cap I | 795.43K (1.89%) | -202.35K Decreased by -25.44% | Oct 31, 24 |
| 13 | Strategic Advisers Fidelity US TtlStk | 720.60K (1.72%) | 27.26K Increased by +3.78% | Jan 31, 25 |
| 14 | Vanguard Small Cap Value Index Inv | 706.14K (1.68%) | -2.38K Decreased by -0.34% | Feb 28, 25 |
| 15 | Victory Small Cap Value CIT (Net 75) | 670.00K (1.60%) | 91.00K Increased by +13.58% | Dec 31, 24 |
| 16 | Victory Sycamore Small Company Opp R | 670.00K (1.60%) | 91.00K Increased by +13.58% | Dec 31, 24 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 669.04K (1.59%) | 896.00 Increased by +0.13% | Feb 28, 25 |
| 18 | Fidelity Small Cap Discovery | 642.95K (1.53%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 19 | Fidelity® Small Cap Discovery | 615.40K (1.47%) | -6.10K Decreased by -0.99% | Oct 31, 23 |
| 20 | Macquarie Mid Cap Growth A | 613.47K (1.46%) | 0.00 Increased by 0.00% | Jan 31, 25 |