| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | HPM Partners LLC | 1.35M (17.20%) | 642.98K Increased by +47.78% | Sep 30, 24 |
| 2 | Morgan Stanley - Brokerage Accounts | 626.40K (8.01%) | 610.33K Increased by +97.43% | Dec 31, 24 |
| 3 | Capital Research & Mgmt Co - Division 3 | 570.61K (7.29%) | 570.61K Increased by +100.00% | Dec 31, 24 |
| 4 | BlackRock Inc | 372.40K (4.76%) | 5.84K Increased by +1.57% | Dec 31, 24 |
| 5 | Vanguard Group Inc | 306.24K (3.91%) | -5.39K Decreased by -1.76% | Dec 31, 24 |
| 6 | LSV Asset Management | 252.89K (3.23%) | 92.85K Increased by +36.72% | Mar 31, 24 |
| 7 | Driehaus Capital Management LLC | 187.45K (2.40%) | 187.45K Increased by +100.00% | Dec 31, 24 |
| 8 | Acadian Asset Management LLC | 165.88K (2.12%) | 67.28K Increased by +40.56% | Mar 31, 24 |
| 9 | ShariaPortfolio, Inc. | 160.45K (2.05%) | 6.84K Increased by +4.26% | Dec 31, 24 |
| 10 | Dimensional Fund Advisors, Inc. | 150.33K (1.92%) | -34.95K Decreased by -23.25% | Dec 31, 24 |
| 11 | Geode Capital Management, LLC | 140.42K (1.79%) | 4.46K Increased by +3.18% | Dec 31, 24 |
| 12 | Nuveen Asset Management, LLC | 124.55K (1.59%) | 99.48K Increased by +79.87% | Dec 31, 24 |
| 13 | AltraVue Capital, LLC | 122.00K (1.56%) | -319.39K Decreased by -261.79% | Sep 30, 23 |
| 14 | UBS Group AG | 119.81K (1.53%) | 115.48K Increased by +96.39% | Dec 31, 24 |
| 15 | THAMES CAPITAL MANAGEMENT LLC | 119.72K (1.53%) | 119.72K Increased by +100.00% | Dec 31, 24 |
| 16 | Goldman Sachs Group Inc | 112.97K (1.44%) | 112.97K Increased by +100.00% | Dec 31, 24 |
| 17 | Principal Financial Group Inc | 112.49K (1.44%) | 97.14K Increased by +86.36% | Dec 31, 24 |
| 18 | LPL Financial Corp | 110.63K (1.41%) | 22.30K Increased by +20.16% | Dec 31, 24 |
| 19 | Amvescap Plc. | 110.44K (1.41%) | 110.44K Increased by +100.00% | Dec 31, 24 |
| 20 | Wells Fargo & Co | 103.47K (1.32%) | 89.06K Increased by +86.08% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds SMALLCAP World A | 570.61K (7.29%) | 570.61K Increased by +100.00% | Dec 31, 24 |
| 2 | iShares Russell 2000 ETF | 176.19K (2.25%) | -1.54K Decreased by -0.87% | Mar 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 164.96K (2.11%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 4 | Morgan Stanley Inst Inception I | 115.47K (1.48%) | 115.47K Increased by +100.00% | Jan 31, 25 |
| 5 | Optimum Small-Mid Cap Growth Instl | 104.68K (1.34%) | 11.94K Increased by +11.40% | Feb 28, 25 |
| 6 | Morgan Stanley Inception | 96.62K (1.24%) | 96.62K Increased by +100.00% | Dec 31, 24 |
| 7 | Nuveen Quant Small Cap Equity R6 | 96.53K (1.23%) | -670.00 Decreased by -0.69% | Jan 31, 25 |
| 8 | Schwab Crypto Thematic ETF | 95.85K (1.23%) | 0.00 Increased by 0.00% | Mar 29, 25 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 85.84K (1.10%) | 152.00 Increased by +0.18% | Feb 28, 25 |
| 10 | Heptagon Driehaus US Micro Cap Eq C$ Acc | 79.27K (1.01%) | 90.00 Increased by +0.11% | Feb 28, 25 |
| 11 | EQ/Morgan Stanley Small Cap Growth K | 67.80K (0.87%) | 9.34K Increased by +13.78% | Jan 31, 25 |
| 12 | iShares Russell 2000 Growth ETF | 59.34K (0.76%) | -284.00 Decreased by -0.48% | Mar 31, 25 |
| 13 | Miller Value Ptnrs Appreciation ETF | 58.07K (0.74%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | Pacer US Small Cap Cash Cows 100 ETF | 51.77K (0.66%) | -324.00 Decreased by -0.63% | Mar 31, 25 |
| 15 | Invesco Dorsey Wright Healthcare MomtETF | 49.07K (0.63%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | Fidelity® Small Cap Index | 48.48K (0.62%) | 1.89K Increased by +3.89% | Oct 31, 23 |
| 17 | Fidelity Small Cap Index | 47.39K (0.61%) | -887.00 Decreased by -1.87% | Jan 31, 25 |
| 18 | Franklin MicroCap Value A | 46.17K (0.59%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 19 | Invesco Dorsey Wright SmallCap Momt ETF | 43.05K (0.55%) | -306.00 Decreased by -0.71% | Mar 31, 25 |
| 20 | Miller Income A | 43.00K (0.55%) | 43.00K Increased by +100.00% | Dec 31, 24 |