| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 8.48M (3.30%) | 135.14K Increased by +1.59% | Dec 31, 24 |
| 2 | American Century Companies Inc | 4.35M (1.69%) | 707.72K Increased by +16.26% | Dec 31, 24 |
| 3 | FMR Inc | 3.56M (1.38%) | 935.01K Increased by +26.29% | Dec 31, 24 |
| 4 | HPM Partners LLC | 3.34M (1.30%) | 466.00 Increased by +0.01% | Jun 30, 24 |
| 5 | AJ WEALTH STRATEGIES | 3.34M (1.30%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 6 | Helikon Investments Ltd | 3.23M (1.26%) | 1.46M Increased by +45.22% | Dec 31, 24 |
| 7 | State Street Corp | 2.64M (1.03%) | 151.46K Increased by +5.73% | Dec 31, 24 |
| 8 | State Street Corporation | 2.05M (0.80%) | 152.09K Increased by +7.41% | Dec 31, 23 |
| 9 | Geode Capital Management, LLC | 1.73M (0.67%) | -9.57K Decreased by -0.55% | Dec 31, 24 |
| 10 | Amvescap Plc. | 1.49M (0.58%) | 1.25M Increased by +83.36% | Dec 31, 24 |
| 11 | Arrowstreet Capital Limited Partnership | 1.30M (0.51%) | 1.02M Increased by +78.29% | Dec 31, 24 |
| 12 | Millennium Management LLC | 1.20M (0.47%) | 479.44K Increased by +39.80% | Dec 31, 24 |
| 13 | Vanguard Group Inc | 1.11M (0.43%) | 26.74K Increased by +2.42% | Dec 31, 24 |
| 14 | JPMorgan Chase & Co | 981.95K (0.38%) | 528.14K Increased by +53.78% | Dec 31, 24 |
| 15 | Northern Trust Corp | 967.04K (0.38%) | 65.17K Increased by +6.74% | Dec 31, 24 |
| 16 | Segall Bryant & Hamill | 935.57K (0.36%) | 935.57K Increased by +100.00% | Jun 30, 24 |
| 17 | UBS Group AG | 897.20K (0.35%) | 810.93K Increased by +90.38% | Dec 31, 24 |
| 18 | Nuveen Asset Management, LLC | 682.46K (0.27%) | 229.21K Increased by +33.59% | Dec 31, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 634.64K (0.25%) | -100.53K Decreased by -15.84% | Dec 31, 24 |
| 20 | Hillsdale Investment Management Inc. | 624.55K (0.24%) | 2.80K Increased by +0.45% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Avantis US Small Cap Value ETF | 4.05M (1.58%) | 6.23K Increased by +0.15% | Mar 29, 25 |
| 2 | iShares Russell 2000 ETF | 3.97M (1.54%) | -34.38K Decreased by -0.87% | Mar 31, 25 |
| 3 | Fidelity Tactical High Income Sr F8 | 1.64M (0.64%) | 27.70K Increased by +1.69% | Dec 31, 24 |
| 4 | Fidelity Small Cap Index | 1.49M (0.58%) | -27.85K Decreased by -1.87% | Jan 31, 25 |
| 5 | iShares Russell 2000 Growth ETF | 1.33M (0.52%) | -6.32K Decreased by -0.48% | Mar 31, 25 |
| 6 | Fidelity® Small Cap Index | 1.31M (0.51%) | 29.16K Increased by +2.23% | Oct 31, 23 |
| 7 | Invesco Dynamic Leisure and Entmnt ETF | 1.25M (0.49%) | -25.69K Decreased by -2.05% | Mar 31, 25 |
| 8 | Fidelity Advisor® Multi-Asset Income I | 1.08M (0.42%) | 114.06K Increased by +10.57% | Oct 31, 23 |
| 9 | Fidelity® Convertible Securities | 905.92K (0.35%) | -160.00K Decreased by -17.66% | Nov 30, 23 |
| 10 | Fidelity Advisor Multi-Asset Income I | 880.46K (0.34%) | 32.50K Increased by +3.69% | Jan 31, 25 |
| 11 | State St Russell Sm/Mid Cp® Indx NL Cl C | 844.51K (0.33%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 12 | Vanguard Russell 2000 ETF | 686.13K (0.27%) | 19.65K Increased by +2.86% | Feb 28, 25 |
| 13 | State St Russell Sm Cap® Indx SL Cl I | 529.20K (0.21%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 14 | US Equity Small Cap Corporate Cl OF | 466.06K (0.18%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 15 | Roundhill Sports Betting & iGaming ETF | 454.78K (0.18%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | US Equity Small Cap Pool A | 432.60K (0.17%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 17 | Fidelity Advisor® Strategic Div & Inc® I | 407.00K (0.16%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 18 | Strategic Advisers Fidelity US TtlStk | 402.52K (0.16%) | 284.48K Increased by +70.68% | Feb 28, 25 |
| 19 | NT R2000 Growth Index Fund - NL | 376.95K (0.15%) | -8.49K Decreased by -2.25% | Dec 31, 24 |
| 20 | Schwab Small Cap Index | 362.80K (0.14%) | 0.00 Increased by 0.00% | Feb 28, 25 |