| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.07M (16.31%) | -92.16K Decreased by -4.45% | Sep 30, 24 |
| 2 | JPMorgan Chase & Co | 1.69M (13.33%) | -41.61K Decreased by -2.46% | Sep 30, 24 |
| 3 | Davenport & Company LLC | 1.26M (9.90%) | 19.84K Increased by +1.58% | Dec 31, 24 |
| 4 | Vanguard Group Inc | 994.48K (7.84%) | -15.61K Decreased by -1.57% | Sep 30, 24 |
| 5 | First Trust Advisors L.P. | 702.79K (5.54%) | 158.09K Increased by +22.50% | Jun 30, 24 |
| 6 | State Street Corporation | 514.08K (4.05%) | 15.60K Increased by +3.03% | Mar 31, 24 |
| 7 | State Street Corp | 502.03K (3.96%) | -3.97K Decreased by -0.79% | Sep 30, 24 |
| 8 | Pacer Advisors, INC. | 464.50K (3.66%) | 198.62K Increased by +42.76% | Dec 31, 23 |
| 9 | HHG PLC | 388.66K (3.06%) | 3.49K Increased by +0.90% | Sep 30, 24 |
| 10 | American Century Companies Inc | 369.69K (2.91%) | 56.01K Increased by +15.15% | Sep 30, 24 |
| 11 | Geode Capital Management, LLC | 314.90K (2.48%) | -83.00 Decreased by -0.03% | Sep 30, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 282.35K (2.23%) | -32.68K Decreased by -11.57% | Sep 30, 24 |
| 13 | Tributary Capital Management, LLC | 274.84K (2.17%) | -315.00 Decreased by -0.11% | Dec 31, 24 |
| 14 | Millennium Management LLC | 262.24K (2.07%) | 43.43K Increased by +16.56% | Sep 30, 23 |
| 15 | Brown Advisory Holdings Inc | 223.30K (1.76%) | -71.40K Decreased by -31.98% | Sep 30, 24 |
| 16 | Wellington Management Company LLP | 219.63K (1.73%) | 8.28K Increased by +3.77% | Sep 30, 24 |
| 17 | TD Global Investment Solutions – TD Epoch | 196.78K (1.55%) | -19.64K Decreased by -9.98% | Mar 31, 24 |
| 18 | Amvescap Plc. | 183.83K (1.45%) | 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 | Medina Singh Partners, LLC | 153.34K (1.21%) | 98.77K Increased by +64.41% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 815.41K (6.43%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 2 | Davenport Small Cap Focus | 790.24K (6.23%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 3 | First Trust SMID Cp Rising Div Achv ETF | 669.62K (5.28%) | 2.18K Increased by +0.33% | Jun 30, 24 |
| 4 | Pacer US Small Cap Cash Cows 100 ETF | 668.53K (5.27%) | 3.75K Increased by +0.56% | Apr 30, 24 |
| 5 | JPM Small Cap Equity-MA | 508.21K (4.00%) | -5.31K Decreased by -1.04% | Dec 31, 24 |
| 6 | JPM US Small Cap Core-Composite | 508.21K (4.00%) | -5.31K Decreased by -1.04% | Dec 31, 24 |
| 7 | JPMorgan Small Cap Equity A | 508.21K (4.00%) | -5.31K Decreased by -1.04% | Dec 31, 24 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 409.41K (3.23%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Janus Henderson Venture D | 362.66K (2.86%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 10 | Janus Henderson US Small Cap Growth | 361.94K (2.85%) | -716.00 Decreased by -0.20% | Dec 31, 24 |
| 11 | Janus Henderson US Small Cap Growth MA | 361.94K (2.85%) | 361.94K Increased by +100.00% | Dec 31, 24 |
| 12 | Avantis US Small Cap Value ETF | 355.73K (2.80%) | 418.00 Increased by +0.12% | Jan 31, 25 |
| 13 | iShares Russell 2000 ETF | 338.89K (2.67%) | -2.60K Decreased by -0.77% | Jan 31, 25 |
| 14 | Tributary Small Cap Equity | 207.96K (1.64%) | -4.87K Decreased by -2.34% | Dec 31, 24 |
| 15 | Vanguard Institutional Extnd Mkt Idx Tr | 188.27K (1.48%) | -5.09K Decreased by -2.70% | Dec 31, 24 |
| 16 | Tributary Small Company Instl | 171.68K (1.35%) | -4.65K Decreased by -2.71% | Dec 31, 24 |
| 17 | Fidelity® Small Cap Index | 130.67K (1.03%) | 3.58K Increased by +2.74% | Oct 31, 23 |
| 18 | Brown Advisory Small-Cap Fdmtl Val Inv | 129.88K (1.02%) | -5.76K Decreased by -4.44% | Dec 31, 24 |
| 19 | Fidelity Small Cap Index | 129.58K (1.02%) | -2.61K Decreased by -2.01% | Nov 30, 24 |
| 20 | Fidelity Tactical High Income Sr F8 | 120.30K (0.95%) | 9.20K Increased by +7.65% | Mar 31, 24 |