| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.23M (15.61%) | 28.42K Increased by +0.67% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 3.30M (12.19%) | 18.10K Increased by +0.55% | Sep 30, 24 |
| 3 | Wasatch Advisors LP | 3.03M (11.20%) | -82.47K Decreased by -2.72% | Sep 30, 24 |
| 4 | Wasatch Advisors Inc. | 2.42M (8.95%) | 851.13K Increased by +35.16% | Dec 31, 23 |
| 5 | BAMCO Inc | 2.01M (7.43%) | -33.53K Decreased by -1.67% | Sep 30, 24 |
| 6 | Victory Capital Management Inc. | 1.61M (5.95%) | -115.82K Decreased by -7.20% | Sep 30, 24 |
| 7 | ClearBridge Advisors, LLC | 1.25M (4.62%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 8 | Dimensional Fund Advisors, Inc. | 1.19M (4.40%) | 14.16K Increased by +1.19% | Sep 30, 24 |
| 9 | Morgan Stanley - Brokerage Accounts | 1.11M (4.10%) | -1.23M Decreased by -110.85% | Sep 30, 24 |
| 10 | State Street Corp | 1.10M (4.06%) | 8.77K Increased by +0.80% | Sep 30, 24 |
| 11 | Copeland Capital Management, LLC | 1.09M (4.03%) | 10.42K Increased by +0.96% | Sep 30, 24 |
| 12 | Charles Schwab Investment Management Inc | 951.59K (3.52%) | 52.10K Increased by +5.48% | Sep 30, 24 |
| 13 | BTIM Corp | 919.45K (3.40%) | -18.35K Decreased by -2.00% | Sep 30, 24 |
| 14 | Amvescap Plc. | 835.12K (3.09%) | 243.92K Increased by +29.21% | Sep 30, 24 |
| 15 | Geode Capital Management, LLC | 709.32K (2.62%) | 33.41K Increased by +4.71% | Sep 30, 24 |
| 16 | State Street Corporation | 645.37K (2.38%) | 11.19K Increased by +1.73% | Mar 31, 24 |
| 17 | DePrince Race & Zollo Inc | 587.58K (2.17%) | 8.14K Increased by +1.38% | Dec 31, 23 |
| 18 | Bank of New York Mellon Corp | 562.01K (2.08%) | -84.83K Decreased by -15.09% | Sep 30, 24 |
| 19 | Congress Asset Management Company, LLP | 432.90K (1.60%) | 14.37K Increased by +3.32% | Sep 30, 24 |
| 20 | Northern Trust Corp | 367.44K (1.36%) | 17.69K Increased by +4.81% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.73M (6.39%) | 816.00 Increased by +0.05% | Dec 31, 24 |
| 2 | Baron Growth Retail | 1.67M (6.15%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 3 | Baron Small Cap Growth Strategy | 1.67M (6.15%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | Wasatch Core Growth | 1.33M (4.90%) | -15.80K Decreased by -1.19% | Sep 30, 24 |
| 5 | ClearBridge Aggressive Growth | 1.20M (4.42%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 6 | ClearBridge Aggressive Growth A | 1.20M (4.42%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 7 | ClearBridge Growth | 1.20M (4.42%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | ClearBridge Growth A | 1.20M (4.42%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Victory Small Cap Value CIT (Net 75) | 1.19M (4.38%) | -105.00K Decreased by -8.86% | Sep 30, 24 |
| 10 | Vanguard Total Stock Mkt Idx Inv | 881.63K (3.26%) | 1.22K Increased by +0.14% | Dec 31, 24 |
| 11 | Victory Sycamore Small Company Opp R | 835.00K (3.09%) | -350.00K Decreased by -41.92% | Dec 31, 24 |
| 12 | iShares Russell 2000 ETF | 762.01K (2.82%) | -2.92K Decreased by -0.38% | Dec 31, 24 |
| 13 | Vanguard Small Cap Index | 708.07K (2.62%) | 7.26K Increased by +1.03% | Dec 31, 24 |
| 14 | Schwab US Dividend Equity ETF™ | 680.18K (2.51%) | 714.00 Increased by +0.10% | Dec 31, 24 |
| 15 | Calvert Small-Cap A | 654.76K (2.42%) | 14.11K Increased by +2.16% | Nov 30, 24 |
| 16 | Calvert US Small-Cap Strategy | 640.65K (2.37%) | -108.20K Decreased by -16.89% | Sep 30, 24 |
| 17 | Invesco Discovery A | 429.19K (1.59%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 18 | Wasatch Small Cap Value | 413.25K (1.53%) | -17.60K Decreased by -4.26% | Sep 30, 24 |
| 19 | Vanguard Institutional Extnd Mkt Idx Tr | 404.19K (1.49%) | 87.00 Increased by +0.02% | Dec 31, 24 |
| 20 | Vanguard Small Cap Growth Index Inv | 402.23K (1.49%) | 16.71K Increased by +4.15% | Dec 31, 24 |