| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.07M (16.39%) | -92.16K Decreased by -4.45% | Sep 30, 24 |
| 2 | Davenport & Company LLC | 1.24M (9.79%) | 32.38K Increased by +2.62% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 994.48K (7.88%) | -15.61K Decreased by -1.57% | Sep 30, 24 |
| 4 | JPMorgan Chase & Co | 845.97K (6.70%) | -20.81K Decreased by -2.46% | Sep 30, 24 |
| 5 | First Trust Advisors L.P. | 702.79K (5.57%) | 158.09K Increased by +22.50% | Jun 30, 24 |
| 6 | State Street Corporation | 514.08K (4.07%) | 15.60K Increased by +3.03% | Mar 31, 24 |
| 7 | State Street Corp | 502.03K (3.98%) | -3.97K Decreased by -0.79% | Sep 30, 24 |
| 8 | Pacer Advisors, INC. | 464.50K (3.68%) | 198.62K Increased by +42.76% | Dec 31, 23 |
| 9 | HHG PLC | 388.66K (3.08%) | 3.49K Increased by +0.90% | Sep 30, 24 |
| 10 | American Century Companies Inc | 369.69K (2.93%) | 56.01K Increased by +15.15% | Sep 30, 24 |
| 11 | Geode Capital Management, LLC | 314.90K (2.49%) | -83.00 Decreased by -0.03% | Sep 30, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 282.35K (2.24%) | -32.68K Decreased by -11.57% | Sep 30, 24 |
| 13 | Tributary Capital Management, LLC | 275.15K (2.18%) | -1.27K Decreased by -0.46% | Sep 30, 24 |
| 14 | Millennium Management LLC | 262.24K (2.08%) | 43.43K Increased by +16.56% | Sep 30, 23 |
| 15 | Brown Advisory Holdings Inc | 223.30K (1.77%) | -71.40K Decreased by -31.98% | Sep 30, 24 |
| 16 | Wellington Management Company LLP | 219.63K (1.74%) | 8.28K Increased by +3.77% | Sep 30, 24 |
| 17 | TD Global Investment Solutions – TD Epoch | 196.78K (1.56%) | -19.64K Decreased by -9.98% | Mar 31, 24 |
| 18 | Amvescap Plc. | 183.83K (1.46%) | 83.36K Increased by +45.35% | Sep 30, 24 |
| 19 | Dimensional Fund Advisors, Inc. | 174.79K (1.38%) | -590.00 Decreased by -0.34% | Sep 30, 24 |
| 20 | Bank of New York Mellon Corp | 165.49K (1.31%) | -13.23K Decreased by -8.00% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 828.92K (6.57%) | 426.00 Increased by +0.05% | Dec 31, 24 |
| 2 | Davenport Small Cap Focus | 790.24K (6.26%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 3 | First Trust SMID Cp Rising Div Achv ETF | 669.62K (5.30%) | 2.18K Increased by +0.33% | Jun 30, 24 |
| 4 | Pacer US Small Cap Cash Cows 100 ETF | 668.53K (5.30%) | 3.75K Increased by +0.56% | Apr 30, 24 |
| 5 | JPM Small Cap Equity-MA | 513.52K (4.07%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | JPM US Small Cap Core-Composite | 513.52K (4.07%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | JPMorgan Small Cap Equity A | 513.52K (4.07%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 409.41K (3.24%) | -6.40K Decreased by -1.56% | Nov 30, 24 |
| 9 | Janus Henderson US Small Cap Growth | 362.66K (2.87%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | Janus Henderson Venture D | 362.66K (2.87%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 11 | Avantis US Small Cap Value ETF | 341.48K (2.70%) | 148.00 Increased by +0.04% | Dec 31, 24 |
| 12 | iShares Russell 2000 ETF | 335.30K (2.66%) | -1.30K Decreased by -0.39% | Dec 31, 24 |
| 13 | Tributary Small Cap Equity | 207.96K (1.65%) | -4.87K Decreased by -2.34% | Dec 31, 24 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 193.36K (1.53%) | 959.00 Increased by +0.50% | Nov 30, 24 |
| 15 | Tributary Small Company Instl | 176.33K (1.40%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 16 | Brown Advisory Small-Cap Fdmtl Val Inv | 135.64K (1.07%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 17 | Fidelity Small Cap Index | 132.19K (1.05%) | 445.00 Increased by +0.34% | Oct 31, 24 |
| 18 | Fidelity® Small Cap Index | 130.67K (1.04%) | 3.58K Increased by +2.74% | Oct 31, 23 |
| 19 | Fidelity Tactical High Income Sr F8 | 120.30K (0.95%) | 9.20K Increased by +7.65% | Mar 31, 24 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 118.59K (0.94%) | 0.00 Increased by 0.00% | Apr 30, 24 |