| 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 | Macquarie Group Ltd | 2.05M (4.80%) | -511.00 Decreased by -0.02% | Sep 30, 24 |
| 5 | BAMCO Inc | 1.89M (4.44%) | -233.00K Decreased by -12.30% | Sep 30, 24 |
| 6 | State Street Corporation | 1.76M (4.12%) | 29.91K Increased by +1.70% | Mar 31, 24 |
| 7 | State Street Corp | 1.69M (3.95%) | -25.23K Decreased by -1.49% | Sep 30, 24 |
| 8 | Dimensional Fund Advisors, Inc. | 1.38M (3.24%) | -101.78K Decreased by -7.36% | Sep 30, 24 |
| 9 | Boston Partners Global Investors, Inc | 1.36M (3.18%) | 350.12K Increased by +25.82% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 1.25M (2.93%) | 40.05K Increased by +3.21% | Sep 30, 24 |
| 11 | T. Rowe Price Investment Management,Inc. | 1.06M (2.49%) | 171.56K Increased by +16.16% | Mar 31, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 970.38K (2.27%) | 143.06K Increased by +14.74% | Jun 30, 24 |
| 13 | Pathstone Family Office, LLC | 919.15K (2.15%) | 792.00 Increased by +0.09% | Sep 30, 23 |
| 14 | Pathstone Holdings LLC | 913.70K (2.14%) | 39.00 Increased by +0.00% | Sep 30, 24 |
| 15 | Victory Capital Management Inc. | 796.61K (1.87%) | -44.63K Decreased by -5.60% | Sep 30, 24 |
| 16 | Goldman Sachs Group Inc | 752.52K (1.76%) | 158.99K Increased by +21.13% | 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 | 686.95K (1.61%) | 13.64K Increased by +1.99% | Sep 30, 24 |
| 20 | Amvescap Plc. | 670.85K (1.57%) | -422.28K Decreased by -62.95% | 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 | 1.44M (3.37%) | 0.00 Increased by 0.00% | Nov 30, 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 | 1.28M (3.01%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 6 | Vanguard Small Cap Index | 1.07M (2.50%) | 2.10K Increased by +0.20% | Oct 31, 24 |
| 7 | Delaware US Small Cap Core Equity (SMA) | 961.61K (2.25%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 8 | Macquarie US Small Cap Core Equity | 961.61K (2.25%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 9 | Delaware Small Cap Core I | 930.84K (2.18%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 10 | Vanguard Information Technology ETF | 904.79K (2.12%) | 4.10K Increased by +0.45% | Oct 31, 24 |
| 11 | JHancock Disciplined Value Mid Cap I | 795.43K (1.86%) | -202.35K Decreased by -25.44% | Oct 31, 24 |
| 12 | Vanguard Small Cap Value Index Inv | 721.13K (1.69%) | -248.00 Decreased by -0.03% | Oct 31, 24 |
| 13 | Strategic Advisers Fidelity US TtlStk | 689.47K (1.62%) | 67.29K Increased by +9.76% | Oct 31, 24 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 664.17K (1.56%) | -7.97K Decreased by -1.20% | Oct 31, 24 |
| 15 | Fidelity Small Cap Discovery | 650.95K (1.52%) | 36.30K Increased by +5.58% | Sep 30, 24 |
| 16 | Fidelity® Small Cap Discovery | 615.40K (1.44%) | -6.10K Decreased by -0.99% | Oct 31, 23 |
| 17 | Delaware Ivy Mid Cap Growth A | 599.11K (1.40%) | 61.32K Increased by +10.24% | Oct 31, 24 |
| 18 | Victory Small Cap Value CIT (Net 75) | 579.00K (1.36%) | -41.00K Decreased by -7.08% | Sep 30, 24 |
| 19 | Victory Sycamore Small Company Opp R | 579.00K (1.36%) | -41.00K Decreased by -7.08% | Sep 30, 24 |
| 20 | Fidelity Small Cap Value Fund | 550.00K (1.29%) | 0.00 Increased by 0.00% | Apr 30, 24 |