| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.98M (3.15%) | 779.73K Increased by +9.77% | Jun 30, 24 |
| 2 | American Century Companies Inc | 3.65M (1.44%) | 2.67M Increased by +73.30% | Sep 30, 24 |
| 3 | HPM Partners LLC | 3.34M (1.32%) | 466.00 Increased by +0.01% | Jun 30, 24 |
| 4 | AJ WEALTH STRATEGIES | 3.34M (1.32%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 5 | FMR Inc | 2.62M (1.03%) | -1.51M Decreased by -57.63% | Sep 30, 24 |
| 6 | State Street Corp | 2.49M (0.98%) | 194.46K Increased by +7.81% | Sep 30, 24 |
| 7 | State Street Corporation | 2.05M (0.81%) | 152.09K Increased by +7.41% | Dec 31, 23 |
| 8 | Helikon Investments Ltd | 1.77M (0.70%) | 1.77M Increased by +100.00% | Sep 30, 24 |
| 9 | Geode Capital Management, LLC | 1.74M (0.69%) | 14.51K Increased by +0.83% | Sep 30, 24 |
| 10 | Vanguard Group Inc | 1.08M (0.43%) | 125.87K Increased by +11.67% | Sep 30, 24 |
| 11 | Segall Bryant & Hamill | 935.57K (0.37%) | 935.57K Increased by +100.00% | Jun 30, 24 |
| 12 | Northern Trust Corp | 901.87K (0.36%) | 79.36K Increased by +8.80% | Sep 30, 24 |
| 13 | Morgan Stanley - Brokerage Accounts | 735.17K (0.29%) | 60.25K Increased by +8.20% | Sep 30, 24 |
| 14 | Millennium Management LLC | 725.22K (0.29%) | -38.15K Decreased by -5.26% | Sep 30, 24 |
| 15 | Hillsdale Investment Management Inc. | 624.55K (0.25%) | 2.80K Increased by +0.45% | Sep 30, 24 |
| 16 | Anson Funds Management LP | 569.40K (0.22%) | -767.10K Decreased by -134.72% | Sep 30, 24 |
| 17 | Exchange Traded Concepts, LLC | 518.95K (0.20%) | -78.15K Decreased by -15.06% | Sep 30, 24 |
| 18 | Nuveen Asset Management, LLC | 453.25K (0.18%) | -229.17K Decreased by -50.56% | Sep 30, 24 |
| 19 | Charles Schwab Investment Management Inc | 354.57K (0.14%) | -8.79K Decreased by -2.48% | Sep 30, 24 |
| 20 | Goldman Sachs Group Inc | 348.34K (0.14%) | 41.09K Increased by +11.80% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Russell 2000 ETF | 4.06M (1.60%) | -8.48K Decreased by -0.21% | Nov 27, 24 |
| 2 | Avantis US Small Cap Value ETF | 3.41M (1.34%) | 16.82K Increased by +0.49% | Nov 28, 24 |
| 3 | Fidelity Tactical High Income Sr F8 | 1.81M (0.71%) | -115.00K Decreased by -6.34% | Jun 30, 24 |
| 4 | Fidelity Small Cap Index | 1.54M (0.61%) | -12.29K Decreased by -0.80% | Sep 30, 24 |
| 5 | iShares Russell 2000 Growth ETF | 1.37M (0.54%) | 0.00 Increased by 0.00% | Nov 27, 24 |
| 6 | Fidelity® Small Cap Index | 1.31M (0.52%) | 29.16K Increased by +2.23% | Oct 31, 23 |
| 7 | Fidelity Advisor® Multi-Asset Income I | 1.08M (0.43%) | 114.06K Increased by +10.57% | Oct 31, 23 |
| 8 | Fidelity® Convertible Securities | 905.92K (0.36%) | -160.00K Decreased by -17.66% | Nov 30, 23 |
| 9 | State St Russell Sm/Mid Cp® Indx NL Cl C | 844.51K (0.33%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 10 | Vanguard Russell 2000 ETF | 679.59K (0.27%) | -4.25K Decreased by -0.63% | Oct 31, 24 |
| 11 | Fidelity Advisor Multi-Asset Income I | 595.45K (0.23%) | -45.20K Decreased by -7.59% | Aug 31, 24 |
| 12 | State St Russell Sm Cap® Indx SL Cl I | 548.50K (0.22%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | Roundhill Sports Betting & iGaming ETF | 523.63K (0.21%) | -10.01K Decreased by -1.91% | Nov 27, 24 |
| 14 | US Equity Small Cap Corporate Cl OF | 466.06K (0.18%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 15 | US Equity Small Cap Pool A | 432.60K (0.17%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 16 | Fidelity Convertible Securities | 410.12K (0.16%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | NT R2000 Growth Index Fund - NL | 409.37K (0.16%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 18 | Fidelity Advisor® Strategic Div & Inc® I | 407.00K (0.16%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 19 | NT R2000 Index Fund - NL | 367.93K (0.14%) | 45.07K Increased by +12.25% | Sep 30, 24 |
| 20 | Schwab Small Cap Index | 362.80K (0.14%) | 8.23K Increased by +2.27% | Oct 31, 24 |