| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | DF Dent & Co Inc | 1.53M (1.55%) | 1.53M Increased by +100.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Principal MidCap R5 | 7.98M (8.10%) | -45.85K Decreased by -0.57% | Dec 31, 23 |
| 2 | iShares Russell 2000 ETF | 3.78M (3.84%) | -68.97K Decreased by -1.82% | Jan 31, 24 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 2.26M (2.30%) | 961.00 Increased by +0.04% | Jan 31, 24 |
| 4 | Fidelity Small Cap Index | 1.52M (1.55%) | 33.34K Increased by +2.19% | Nov 30, 23 |
| 5 | Fidelity® Small Cap Index | 1.49M (1.51%) | 42.14K Increased by +2.83% | Oct 31, 23 |
| 6 | iShares Russell 2000 Value ETF | 1.47M (1.49%) | -2.79K Decreased by -0.19% | Jan 31, 24 |
| 7 | Weitz Multi-Cap Value | 1.44M (1.47%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 8 | PRIMECAP Odyssey Aggressive Growth | 1.22M (1.24%) | -17.00K Decreased by -1.40% | Dec 31, 23 |
| 9 | Principal MidCap SP | 1.18M (1.20%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | JPM US Smaller Companies A (dist) USD | 1.10M (1.12%) | 94.28K Increased by +8.55% | Jan 31, 24 |
| 11 | American Century Small Cap Growth Inv | 1.06M (1.08%) | -992.97K Decreased by -93.29% | Sep 30, 23 |
| 12 | American Century U.S. Small Cap Growth | 1.06M (1.08%) | -992.97K Decreased by -93.29% | Sep 30, 23 |
| 13 | Fidelity Extended Market Index | 802.00K (0.81%) | 15.24K Increased by +1.90% | Dec 31, 23 |
| 14 | Fidelity® Extended Market Index | 786.76K (0.80%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Vanguard US Opportunities Ins USD Acc | 711.20K (0.72%) | -600.00 Decreased by -0.08% | Dec 31, 23 |
| 16 | Strategic Advisers Small-Mid Cap | 698.42K (0.71%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Strategic Advisers® Small-Mid Cap | 698.42K (0.71%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 18 | State St Russell Sm Cap® Indx SL Cl I | 577.80K (0.59%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 19 | Vanguard Russell 2000 ETF | 512.05K (0.52%) | 11.22K Increased by +2.19% | Jan 31, 24 |
| 20 | Vanguard Materials ETF | 464.18K (0.47%) | 13.73K Increased by +2.96% | Jan 31, 24 |