| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.70M (5.74%) | 223.76K Increased by +6.05% | Dec 31, 23 |
| 2 | Vanguard Group Inc | 2.99M (4.63%) | 47.65K Increased by +1.60% | Dec 31, 23 |
| 3 | Hamilton Lane Advisors LLC | 1.62M (2.51%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 4 | Geode Capital Management, LLC | 1.28M (1.98%) | 83.87K Increased by +6.57% | Dec 31, 23 |
| 5 | Icon Wealth Advisors LLC | 1.15M (1.78%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 6 | Icon Wealth Partners, LLC | 1.15M (1.78%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | State Street Corporation | 960.92K (1.49%) | -51.50K Decreased by -5.36% | Dec 31, 23 |
| 8 | Manhattan West Asset Management, LLC | 641.72K (1.00%) | -34.61K Decreased by -5.39% | Sep 30, 23 |
| 9 | CapTrust Financial Advisors | 540.64K (0.84%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | Northern Trust Corp | 479.64K (0.74%) | -6.02K Decreased by -1.25% | Dec 31, 23 |
| 11 | Charles Schwab Investment Management Inc | 380.08K (0.59%) | 4.48K Increased by +1.18% | Dec 31, 23 |
| 12 | Mcilrath & Eck, LLC | 345.00K (0.54%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | Davidson D A & Co | 255.16K (0.40%) | 20.44K Increased by +8.01% | Dec 31, 23 |
| 14 | Trinity Legacy Partners LLC | 214.86K (0.33%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 15 | Oceanside Advisors LLC | 200.00K (0.31%) | 95.24K Increased by +47.62% | Mar 31, 24 |
| 16 | Uncommon Cents Investing LLC | 180.00K (0.28%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | Bank of New York Mellon Corp | 164.91K (0.26%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 159.65K (0.25%) | 111.17K Increased by +69.63% | Dec 31, 23 |
| 19 | TFO-TDC, LLC | 118.60K (0.18%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 20 | Sentinel Trust CO Lba | 117.29K (0.18%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 2.08M (3.23%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 2 | iShares Russell 2000 ETF | 1.25M (1.94%) | -9.96K Decreased by -0.80% | Apr 30, 24 |
| 3 | Vanguard Institutional Extnd Mkt Idx Tr | 807.55K (1.25%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 4 | Fidelity Small Cap Index | 623.36K (0.97%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 5 | Fidelity® Small Cap Index | 547.27K (0.85%) | 6.34K Increased by +1.16% | Oct 31, 23 |
| 6 | iShares Russell 2000 Growth ETF | 493.57K (0.77%) | -1.18K Decreased by -0.24% | Apr 30, 24 |
| 7 | State St Russell Sm/Mid Cp® Indx NL Cl C | 370.50K (0.57%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 8 | Fidelity Extended Market Index | 331.20K (0.51%) | 33.49K Increased by +10.11% | Mar 31, 24 |
| 9 | Fidelity® Extended Market Index | 289.41K (0.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Schwab US Small-Cap ETF™ | 228.68K (0.35%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 11 | Vanguard Russell 2000 ETF | 222.63K (0.35%) | -8.14K Decreased by -3.65% | Mar 31, 24 |
| 12 | NT R2000 Growth Index Fund - NL | 178.03K (0.28%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | State St Russell Sm Cap® Indx SL Cl I | 172.40K (0.27%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 14 | NT R2000 Index Fund - NL | 170.75K (0.26%) | 293.00 Increased by +0.17% | Dec 31, 23 |
| 15 | BlackRock Extended Mkt Composite | 138.23K (0.21%) | 1.06K Increased by +0.77% | Sep 30, 23 |
| 16 | NT R2000 Index Fund - DC - NL - 2 | 135.71K (0.21%) | 1.24K Increased by +0.91% | Mar 31, 24 |
| 17 | Schwab Small Cap Index | 135.39K (0.21%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 18 | iShares Micro-Cap ETF | 128.47K (0.20%) | -874.00 Decreased by -0.68% | Apr 30, 24 |
| 19 | NT R2000 Growth Index Fund - L | 127.20K (0.20%) | 2.19K Increased by +1.72% | Dec 31, 23 |
| 20 | Northern Trust Russell 2000 Growth Index | 127.20K (0.20%) | 0.00 Increased by 0.00% | Mar 31, 24 |