| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | HPM Partners LLC | 1.35M (10.32%) | 642.98K Increased by +47.78% | Sep 30, 24 |
| 2 | Interchange Capital Partners, LLC | 1.28M (9.86%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Morgan Stanley - Brokerage Accounts | 737.14K (5.66%) | 110.74K Increased by +15.02% | Mar 31, 25 |
| 4 | Capital Research & Mgmt Co - Division 3 | 619.78K (4.76%) | 49.17K Increased by +7.93% | Mar 31, 25 |
| 5 | BlackRock Inc | 498.73K (3.83%) | 126.32K Increased by +25.33% | Mar 31, 25 |
| 6 | Vanguard Group Inc | 440.71K (3.38%) | 134.47K Increased by +30.51% | Mar 31, 25 |
| 7 | LSV Asset Management | 252.89K (1.94%) | 92.85K Increased by +36.72% | Mar 31, 24 |
| 8 | Driehaus Capital Management LLC | 186.76K (1.43%) | -687.00 Decreased by -0.37% | Mar 31, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 174.72K (1.34%) | 24.39K Increased by +13.96% | Mar 31, 25 |
| 10 | Geode Capital Management, LLC | 170.63K (1.31%) | 30.21K Increased by +17.71% | Mar 31, 25 |
| 11 | Acadian Asset Management LLC | 165.88K (1.27%) | 67.28K Increased by +40.56% | Mar 31, 24 |
| 12 | Charles Schwab Investment Management Inc | 158.58K (1.22%) | 109.95K Increased by +69.34% | Mar 31, 25 |
| 13 | Nuveen Asset Management, LLC | 124.55K (0.96%) | 99.48K Increased by +79.87% | Dec 31, 24 |
| 14 | AltraVue Capital, LLC | 122.00K (0.94%) | -319.39K Decreased by -261.79% | Sep 30, 23 |
| 15 | THAMES CAPITAL MANAGEMENT LLC | 119.72K (0.92%) | 119.72K Increased by +100.00% | Dec 31, 24 |
| 16 | State Street Corp | 117.91K (0.90%) | 17.44K Increased by +14.79% | Mar 31, 25 |
| 17 | Amvescap Plc. | 110.44K (0.85%) | 110.44K Increased by +100.00% | Dec 31, 24 |
| 18 | ShariaPortfolio, Inc. | 104.80K (0.80%) | -55.65K Decreased by -53.10% | Mar 31, 25 |
| 19 | Wells Fargo & Co | 103.47K (0.79%) | 89.06K Increased by +86.08% | Dec 31, 24 |
| 20 | Deltec Asset Management LLC | 100.93K (0.77%) | 53.33K Increased by +52.84% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds SMALLCAP World A | 696.96K (5.35%) | 77.18K Increased by +11.07% | Jun 30, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 395.37K (3.03%) | 168.70K Increased by +42.67% | Jun 30, 25 |
| 3 | BIT Global Crypto Leaders I-I | 239.32K (1.84%) | 239.32K Increased by +100.00% | Jun 30, 25 |
| 4 | iShares Russell 2000 ETF | 202.17K (1.55%) | -3.88K Decreased by -1.92% | Jul 31, 25 |
| 5 | Vanguard US Total Market Shares ETF | 181.35K (1.39%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Heptagon Driehaus US Micro Cap Eq C$ Acc | 147.12K (1.13%) | 41.16K Increased by +27.97% | Jun 30, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 145.55K (1.12%) | 22.19K Increased by +15.25% | Jun 30, 25 |
| 8 | EQ/Morgan Stanley Small Cap Growth K | 142.69K (1.09%) | 45.76K Increased by +32.07% | Jun 30, 25 |
| 9 | Morgan Stanley Inception | 136.71K (1.05%) | 40.08K Increased by +29.32% | Mar 31, 25 |
| 10 | Morgan Stanley Inst Inception I | 136.71K (1.05%) | 40.08K Increased by +29.32% | Mar 31, 25 |
| 11 | Optimum Small-Mid Cap Growth Instl | 104.68K (0.80%) | 11.94K Increased by +11.40% | Feb 28, 25 |
| 12 | Schwab Crypto Thematic ETF | 104.37K (0.80%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 13 | Nuveen Quant Small Cap Equity R6 | 96.53K (0.74%) | -670.00 Decreased by -0.69% | Jan 31, 25 |
| 14 | GF Ambition Solidaire P | 70.00K (0.54%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | Fidelity Small Cap Index | 68.42K (0.52%) | 0.00 Increased by 0.00% | May 31, 25 |
| 16 | Driehaus Micro Cap Growth USD | 61.65K (0.47%) | 31.45K Increased by +51.02% | Jun 30, 25 |
| 17 | iShares Russell 2000 Value ETF | 60.29K (0.46%) | 45.00 Increased by +0.07% | Jul 31, 25 |
| 18 | Fidelity Advisor Multi-Asset Income I | 59.80K (0.46%) | 44.80K Increased by +74.92% | Feb 28, 25 |
| 19 | Miller Value Ptnrs Appreciation ETF | 58.14K (0.45%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 20 | Miller Value Partners Appreciation ETF | 58.07K (0.45%) | 58.07K Increased by +100.00% | Mar 31, 25 |