| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.28M (16.41%) | -109.98K Decreased by -2.08% | Dec 31, 24 |
| 2 | FMR Inc | 2.96M (9.21%) | -1.87M Decreased by -63.24% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 2.33M (7.23%) | -10.98K Decreased by -0.47% | Dec 31, 24 |
| 4 | Wellington Management Company LLP | 2.03M (6.30%) | 1.41M Increased by +69.50% | Dec 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 1.86M (5.79%) | -18.22K Decreased by -0.98% | Dec 31, 24 |
| 6 | State Street Corp | 1.29M (4.01%) | 65.06K Increased by +5.05% | Dec 31, 24 |
| 7 | Capital World Investors | 944.32K (2.94%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Pacer Advisors, INC. | 905.03K (2.81%) | -420.53K Decreased by -46.47% | Sep 30, 24 |
| 9 | State Street Corporation | 782.74K (2.43%) | 14.43K Increased by +1.84% | Mar 31, 24 |
| 10 | Geode Capital Management, LLC | 779.22K (2.42%) | 63.00 Increased by +0.01% | Dec 31, 24 |
| 11 | Amvescap Plc. | 709.14K (2.20%) | 50.83K Increased by +7.17% | Dec 31, 24 |
| 12 | Charles Schwab Investment Management Inc | 548.77K (1.71%) | 18.32K Increased by +3.34% | Dec 31, 24 |
| 13 | American Century Companies Inc | 516.77K (1.61%) | 218.41K Increased by +42.27% | Dec 31, 24 |
| 14 | Loomis, Sayles & Company LP | 505.51K (1.57%) | -14.78K Decreased by -2.92% | Dec 31, 24 |
| 15 | Macquarie Group Ltd | 489.57K (1.52%) | -6.49K Decreased by -1.33% | Dec 31, 24 |
| 16 | T. Rowe Price Associates, Inc. | 470.72K (1.46%) | -30.11K Decreased by -6.40% | Dec 31, 24 |
| 17 | Capital Research Global Investors | 460.70K (1.43%) | 460.70K Increased by +100.00% | Dec 31, 24 |
| 18 | GW&K Investment Management, LLC | 418.24K (1.30%) | -11.23K Decreased by -2.68% | Dec 31, 24 |
| 19 | Goldman Sachs Group Inc | 418.04K (1.30%) | 76.97K Increased by +18.41% | Dec 31, 24 |
| 20 | Northern Trust Corp | 414.06K (1.29%) | 69.66K Increased by +16.82% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.08M (6.47%) | 1.26K Increased by +0.06% | Mar 31, 25 |
| 2 | American Funds SMALLCAP World A | 1.34M (4.18%) | 400.38K Increased by +29.77% | Dec 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.00M (3.11%) | 677.00 Increased by +0.07% | Feb 28, 25 |
| 4 | Vanguard Explorer Inv | 978.54K (3.04%) | 964.99K Increased by +98.62% | Dec 31, 24 |
| 5 | Pacer US Small Cap Cash Cows 100 ETF | 878.28K (2.73%) | -2.99K Decreased by -0.34% | Nov 29, 24 |
| 6 | iShares Russell 2000 ETF | 859.65K (2.67%) | -7.42K Decreased by -0.86% | Mar 31, 25 |
| 7 | Fidelity® Small Cap Discovery | 837.20K (2.60%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 8 | EHP Strategic Income Alternative F | 700.00K (2.18%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 9 | Vanguard US Total Market Shares ETF | 670.27K (2.08%) | 727.00 Increased by +0.11% | Sep 30, 24 |
| 10 | T. Rowe Price Integrated US SmCapGrEq | 668.54K (2.08%) | 334.27K Increased by +50.00% | Dec 31, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 508.20K (1.58%) | 5.36K Increased by +1.05% | Feb 28, 25 |
| 12 | Fidelity Low-Priced Stock | 454.89K (1.41%) | 102.37K Increased by +22.50% | Jan 31, 25 |
| 13 | Fidelity Global Bargain Growth Stocks MF | 384.30K (1.19%) | 150.90K Increased by +39.27% | Aug 21, 23 |
| 14 | Fidelity Global Value Growth Eq MF | 383.00K (1.19%) | -1.30K Decreased by -0.34% | Feb 20, 24 |
| 15 | Fidelity Advisor Small Cap I | 364.30K (1.13%) | -6.00K Decreased by -1.65% | Jan 31, 25 |
| 16 | Fidelity Advisor® Small Cap I | 336.46K (1.05%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | T. Rowe Price Integrated US Sm Gr Eq | 334.27K (1.04%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | Fidelity Small Cap Discovery | 329.98K (1.03%) | -71.70K Decreased by -21.73% | Oct 31, 24 |
| 19 | Fidelity Stock Selector Small Cap | 328.85K (1.02%) | 108.10K Increased by +32.87% | Jan 31, 25 |
| 20 | Fidelity Series Small Cap Opps | 326.21K (1.01%) | 15.90K Increased by +4.87% | Jan 31, 25 |