| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.59M (16.80%) | 115.83K Increased by +3.22% | Sep 30, 24 |
| 2 | FMR Inc | 3.22M (15.07%) | -63.50K Decreased by -1.97% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 1.56M (7.29%) | 1.18K Increased by +0.08% | Sep 30, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 1.25M (5.87%) | -65.59K Decreased by -5.23% | Sep 30, 24 |
| 5 | Pacer Advisors, INC. | 905.03K (4.23%) | -420.53K Decreased by -46.47% | Sep 30, 24 |
| 6 | State Street Corp | 816.03K (3.82%) | 27.67K Increased by +3.39% | Sep 30, 24 |
| 7 | State Street Corporation | 782.74K (3.66%) | 14.43K Increased by +1.84% | Mar 31, 24 |
| 8 | Capital World Investors | 629.55K (2.94%) | 271.77K Increased by +43.17% | Sep 30, 24 |
| 9 | Geode Capital Management, LLC | 519.44K (2.43%) | 20.69K Increased by +3.98% | Sep 30, 24 |
| 10 | Amvescap Plc. | 438.87K (2.05%) | 123.70K Increased by +28.19% | Sep 30, 24 |
| 11 | Wellington Management Company LLP | 412.30K (1.93%) | 9.92K Increased by +2.41% | Sep 30, 24 |
| 12 | Wasatch Advisors Inc. | 403.68K (1.89%) | -153.44K Decreased by -38.01% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 353.63K (1.65%) | 17.75K Increased by +5.02% | Sep 30, 24 |
| 14 | Wasatch Advisors LP | 351.36K (1.64%) | -52.32K Decreased by -14.89% | Dec 31, 23 |
| 15 | Loomis, Sayles & Company LP | 346.85K (1.62%) | -8.01K Decreased by -2.31% | Sep 30, 24 |
| 16 | American Century Companies Inc | 342.67K (1.60%) | -21.11K Decreased by -6.16% | Jun 30, 24 |
| 17 | T. Rowe Price Associates, Inc. | 333.88K (1.56%) | -523.00 Decreased by -0.16% | Sep 30, 24 |
| 18 | Macquarie Group Ltd | 330.71K (1.55%) | 2.33K Increased by +0.70% | Sep 30, 24 |
| 19 | Arrowstreet Capital Limited Partnership | 298.64K (1.40%) | -149.00 Decreased by -0.05% | Mar 31, 24 |
| 20 | GW&K Investment Management, LLC | 286.31K (1.34%) | -13.30K Decreased by -4.64% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.18M (10.17%) | -25.02K Decreased by -1.15% | Dec 31, 24 |
| 2 | American Funds SMALLCAP World A | 1.34M (6.29%) | 400.38K Increased by +29.77% | Dec 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 997.72K (4.67%) | 1.14K Increased by +0.11% | Dec 31, 24 |
| 4 | iShares Russell 2000 ETF | 881.38K (4.12%) | -3.38K Decreased by -0.38% | Dec 31, 24 |
| 5 | Pacer US Small Cap Cash Cows 100 ETF | 878.28K (4.11%) | -2.99K Decreased by -0.34% | Nov 29, 24 |
| 6 | Fidelity® Small Cap Discovery | 837.20K (3.91%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 7 | EHP Strategic Income Alternative F | 700.00K (3.27%) | -350.00K Decreased by -50.00% | Dec 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 500.85K (2.34%) | 1.03K Increased by +0.21% | Dec 31, 24 |
| 9 | Fidelity Global Bargain Growth Stocks MF | 384.30K (1.80%) | 150.90K Increased by +39.27% | Aug 21, 23 |
| 10 | Fidelity Global Value Growth Eq MF | 383.00K (1.79%) | -1.30K Decreased by -0.34% | Feb 20, 24 |
| 11 | Fidelity Advisor® Small Cap I | 336.46K (1.57%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 12 | T. Rowe Price Integrated US Sm Gr Eq | 334.27K (1.56%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | Fidelity Small Cap Discovery | 329.98K (1.54%) | -71.70K Decreased by -21.73% | Oct 31, 24 |
| 14 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 305.82K (1.43%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 15 | iShares Russell 2000 Growth ETF | 296.88K (1.39%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | Fidelity® Series Small Cap Discovery | 295.50K (1.38%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | Fidelity® Series Small Cap Opps | 293.50K (1.37%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 18 | American Century Small Cap Value Inv | 285.00K (1.33%) | 285.00K Increased by +100.00% | Dec 31, 24 |
| 19 | American Century U.S. Small Cap Value | 285.00K (1.33%) | 285.00K Increased by +100.00% | Dec 31, 24 |
| 20 | Loomis Sayles US High Yield | 280.00K (1.31%) | 0.00 Increased by 0.00% | Mar 31, 24 |