| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.59M (11.53%) | 115.83K Increased by +3.22% | Sep 30, 24 |
| 2 | FMR Inc | 3.22M (10.35%) | -63.50K Decreased by -1.97% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 1.56M (5.00%) | 1.18K Increased by +0.08% | Sep 30, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 1.25M (4.03%) | -65.59K Decreased by -5.23% | Sep 30, 24 |
| 5 | Pacer Advisors, INC. | 905.03K (2.90%) | -420.53K Decreased by -46.47% | Sep 30, 24 |
| 6 | State Street Corp | 816.03K (2.62%) | 27.67K Increased by +3.39% | Sep 30, 24 |
| 7 | State Street Corporation | 782.74K (2.51%) | 14.43K Increased by +1.84% | Mar 31, 24 |
| 8 | Capital World Investors | 629.55K (2.02%) | 271.77K Increased by +43.17% | Sep 30, 24 |
| 9 | Geode Capital Management, LLC | 519.44K (1.67%) | 20.69K Increased by +3.98% | Sep 30, 24 |
| 10 | Amvescap Plc. | 438.87K (1.41%) | 123.70K Increased by +28.19% | Sep 30, 24 |
| 11 | Wellington Management Company LLP | 412.30K (1.32%) | 9.92K Increased by +2.41% | Sep 30, 24 |
| 12 | Wasatch Advisors Inc. | 403.68K (1.30%) | -153.44K Decreased by -38.01% | Sep 30, 23 |
| 13 | Copeland Capital Management, LLC | 360.80K (1.16%) | 275.78K Increased by +76.43% | Dec 31, 24 |
| 14 | Charles Schwab Investment Management Inc | 353.63K (1.13%) | 17.75K Increased by +5.02% | Sep 30, 24 |
| 15 | Wasatch Advisors LP | 351.36K (1.13%) | -52.32K Decreased by -14.89% | Dec 31, 23 |
| 16 | Loomis, Sayles & Company LP | 346.85K (1.11%) | -8.01K Decreased by -2.31% | Sep 30, 24 |
| 17 | American Century Companies Inc | 342.67K (1.10%) | -21.11K Decreased by -6.16% | Jun 30, 24 |
| 18 | T. Rowe Price Associates, Inc. | 333.88K (1.07%) | -523.00 Decreased by -0.16% | Sep 30, 24 |
| 19 | Macquarie Group Ltd | 330.71K (1.06%) | 2.33K Increased by +0.70% | Sep 30, 24 |
| 20 | Tributary Capital Management, LLC | 306.80K (0.98%) | -474.00 Decreased by -0.15% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.15M (6.91%) | 0.00 Increased by 0.00% | Jan 29, 25 |
| 2 | American Funds SMALLCAP World A | 1.34M (4.31%) | 400.38K Increased by +29.77% | Dec 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 997.72K (3.20%) | 1.14K Increased by +0.11% | Dec 31, 24 |
| 4 | Vanguard Explorer Inv | 978.54K (3.14%) | 964.99K Increased by +98.62% | Dec 31, 24 |
| 5 | iShares Russell 2000 ETF | 892.72K (2.86%) | -135.00 Decreased by -0.02% | Jan 29, 25 |
| 6 | Pacer US Small Cap Cash Cows 100 ETF | 878.28K (2.82%) | -2.99K Decreased by -0.34% | Nov 29, 24 |
| 7 | Fidelity® Small Cap Discovery | 837.20K (2.69%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 8 | EHP Strategic Income Alternative F | 700.00K (2.25%) | -350.00K Decreased by -50.00% | Dec 31, 24 |
| 9 | T. Rowe Price Integrated US SmCapGrEq | 668.54K (2.15%) | 334.27K Increased by +50.00% | Dec 31, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 500.85K (1.61%) | 1.03K Increased by +0.21% | Dec 31, 24 |
| 11 | Fidelity Global Bargain Growth Stocks MF | 384.30K (1.23%) | 150.90K Increased by +39.27% | Aug 21, 23 |
| 12 | Fidelity Global Value Growth Eq MF | 383.00K (1.23%) | -1.30K Decreased by -0.34% | Feb 20, 24 |
| 13 | Fidelity Advisor® Small Cap I | 336.46K (1.08%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 14 | T. Rowe Price Integrated US Sm Gr Eq | 334.27K (1.07%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | Fidelity Small Cap Discovery | 329.98K (1.06%) | -71.70K Decreased by -21.73% | Oct 31, 24 |
| 16 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 307.95K (0.99%) | 0.00 Increased by 0.00% | Jan 30, 25 |
| 17 | Fidelity® Series Small Cap Discovery | 295.50K (0.95%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 18 | Fidelity® Series Small Cap Opps | 293.50K (0.94%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 19 | iShares Russell 2000 Growth ETF | 291.12K (0.93%) | 0.00 Increased by 0.00% | Jan 29, 25 |
| 20 | American Century Small Cap Value Inv | 285.00K (0.91%) | 285.00K Increased by +100.00% | Dec 31, 24 |