| 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 (12.45%) | -2.18K Decreased by -0.04% | Jun 30, 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 | Dimensional Fund Advisors, Inc. | 1.93M (4.56%) | 243.97K Increased by +12.66% | Jun 30, 25 |
| 6 | State Street Corporation | 1.76M (4.17%) | 29.91K Increased by +1.70% | Mar 31, 24 |
| 7 | State Street Corp | 1.73M (4.10%) | 1.77K Increased by +0.10% | 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 | Reinhart Mahoney Capital Management Inc | 1.02M (2.41%) | 353.42K Increased by +34.67% | Jun 30, 25 |
| 12 | Pathstone Holdings LLC | 933.87K (2.21%) | 21.00K Increased by +2.25% | Mar 31, 25 |
| 13 | JPMorgan Chase & Co | 931.46K (2.20%) | 38.08K Increased by +4.09% | Sep 30, 24 |
| 14 | Victory Capital Management Inc. | 920.16K (2.18%) | 79.00 Increased by +0.01% | Mar 31, 25 |
| 15 | Pathstone Family Office, LLC | 919.15K (2.18%) | 792.00 Increased by +0.09% | Sep 30, 23 |
| 16 | JONES FINANCIAL COMPANIES LLLP | 880.54K (2.08%) | 879.77K Increased by +99.91% | Mar 31, 25 |
| 17 | Amvescap Plc. | 855.30K (2.02%) | 190.03K Increased by +22.22% | Mar 31, 25 |
| 18 | Schroder Investment Management Group | 808.02K (1.91%) | 178.17K Increased by +22.05% | Jun 30, 25 |
| 19 | Goldman Sachs Group Inc | 765.01K (1.81%) | 54.64K Increased by +7.14% | Jun 30, 25 |
| 20 | Fidelity International Ltd | 690.44K (1.63%) | -400.00K Decreased by -57.93% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 1.43M (3.38%) | -2.58K Decreased by -0.18% | Jul 31, 25 |
| 2 | Baron Opp. Small Cap Growth Strategy | 1.38M (3.25%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Baron Small Cap Retail | 1.38M (3.25%) | 0.00 Increased by 0.00% | Jun 30, 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 | 1.32M (3.13%) | -28.25K Decreased by -2.13% | Jul 31, 25 |
| 6 | Macquarie Small Cap Core I | 1.13M (2.67%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 7 | Vanguard Information Technology ETF | 1.05M (2.48%) | 10.68K Increased by +1.02% | Jul 31, 25 |
| 8 | iShares Russell 2000 ETF | 1.02M (2.41%) | -19.32K Decreased by -1.90% | Jul 31, 25 |
| 9 | Vanguard Small Cap Index | 1.01M (2.39%) | -3.96K Decreased by -0.39% | Jul 31, 25 |
| 10 | Delaware US Small Cap Core Equity (SMA) | 961.61K (2.28%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 11 | Macquarie US Small Cap Core Equity | 961.61K (2.28%) | -11.25K Decreased by -1.17% | Mar 31, 24 |
| 12 | Delaware Small Cap Core I | 930.84K (2.20%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 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 | 739.14K (1.75%) | -23.64K Decreased by -3.20% | Jun 30, 25 |
| 15 | Fidelity Small Cap Discovery | 720.45K (1.70%) | 0.00 Increased by 0.00% | May 31, 25 |
| 16 | Victory Small Cap Value CIT (Net 75) | 670.00K (1.59%) | 91.00K Increased by +13.58% | Dec 31, 24 |
| 17 | Victory Sycamore Small Company Opp R | 660.00K (1.56%) | -10.00K Decreased by -1.52% | Mar 31, 25 |
| 18 | Vanguard Small Cap Value Index Inv | 651.05K (1.54%) | 2.31K Increased by +0.36% | Jul 31, 25 |
| 19 | Fidelity® Small Cap Discovery | 615.40K (1.46%) | -6.10K Decreased by -0.99% | Oct 31, 23 |
| 20 | Delaware Ivy Mid Cap Growth A | 599.11K (1.42%) | 61.32K Increased by +10.24% | Oct 31, 24 |