| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | HPM Partners LLC | 1.35M (16.72%) | 642.98K Increased by +47.78% | Sep 30, 24 |
| 2 | Interchange Capital Partners, LLC | 1.28M (15.96%) | 1.28M Increased by +100.00% | Mar 31, 25 |
| 3 | Morgan Stanley - Brokerage Accounts | 626.40K (7.78%) | 610.33K Increased by +97.43% | Dec 31, 24 |
| 4 | Capital Research & Mgmt Co - Division 3 | 570.61K (7.09%) | 570.61K Increased by +100.00% | Dec 31, 24 |
| 5 | BlackRock Inc | 372.40K (4.63%) | 5.84K Increased by +1.57% | Dec 31, 24 |
| 6 | Vanguard Group Inc | 306.24K (3.81%) | -5.39K Decreased by -1.76% | Dec 31, 24 |
| 7 | LSV Asset Management | 252.89K (3.14%) | 92.85K Increased by +36.72% | Mar 31, 24 |
| 8 | Driehaus Capital Management LLC | 187.45K (2.33%) | 187.45K Increased by +100.00% | Dec 31, 24 |
| 9 | Acadian Asset Management LLC | 165.88K (2.06%) | 67.28K Increased by +40.56% | Mar 31, 24 |
| 10 | Dimensional Fund Advisors, Inc. | 150.33K (1.87%) | -34.95K Decreased by -23.25% | Dec 31, 24 |
| 11 | Geode Capital Management, LLC | 140.42K (1.75%) | 4.46K Increased by +3.18% | Dec 31, 24 |
| 12 | Nuveen Asset Management, LLC | 124.55K (1.55%) | 99.48K Increased by +79.87% | Dec 31, 24 |
| 13 | AltraVue Capital, LLC | 122.00K (1.52%) | -319.39K Decreased by -261.79% | Sep 30, 23 |
| 14 | UBS Group AG | 119.81K (1.49%) | 115.48K Increased by +96.39% | Dec 31, 24 |
| 15 | THAMES CAPITAL MANAGEMENT LLC | 119.72K (1.49%) | 119.72K Increased by +100.00% | Dec 31, 24 |
| 16 | Goldman Sachs Group Inc | 112.97K (1.40%) | 112.97K Increased by +100.00% | Dec 31, 24 |
| 17 | LPL Financial Corp | 110.63K (1.37%) | 22.30K Increased by +20.16% | Dec 31, 24 |
| 18 | Amvescap Plc. | 110.44K (1.37%) | 110.44K Increased by +100.00% | Dec 31, 24 |
| 19 | ShariaPortfolio, Inc. | 104.80K (1.30%) | -55.65K Decreased by -53.10% | Mar 31, 25 |
| 20 | Wells Fargo & Co | 103.47K (1.29%) | 89.06K Increased by +86.08% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds SMALLCAP World A | 619.78K (7.70%) | 49.17K Increased by +7.93% | Mar 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 211.97K (2.63%) | 47.02K Increased by +22.18% | Mar 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 181.35K (2.25%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 172.17K (2.14%) | 29.00 Increased by +0.02% | Apr 30, 25 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 122.14K (1.52%) | 36.30K Increased by +29.72% | Mar 31, 25 |
| 6 | Morgan Stanley Inst Inception I | 115.47K (1.44%) | 115.47K Increased by +100.00% | Jan 31, 25 |
| 7 | Optimum Small-Mid Cap Growth Instl | 104.68K (1.30%) | 11.94K Increased by +11.40% | Feb 28, 25 |
| 8 | Morgan Stanley Inception | 96.62K (1.20%) | 96.62K Increased by +100.00% | Dec 31, 24 |
| 9 | Nuveen Quant Small Cap Equity R6 | 96.53K (1.20%) | -670.00 Decreased by -0.69% | Jan 31, 25 |
| 10 | Schwab Crypto Thematic ETF | 96.04K (1.19%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 11 | EQ/Morgan Stanley Small Cap Growth K | 85.75K (1.07%) | 6.16K Increased by +7.19% | Mar 31, 25 |
| 12 | Heptagon Driehaus US Micro Cap Eq C$ Acc | 74.17K (0.92%) | -5.10K Decreased by -6.87% | Mar 31, 25 |
| 13 | Fidelity Advisor Multi-Asset Income I | 59.80K (0.74%) | 44.80K Increased by +74.92% | Feb 28, 25 |
| 14 | iShares Russell 2000 Growth ETF | 59.55K (0.74%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 15 | Miller Value Partners Appreciation ETF | 58.07K (0.72%) | 58.07K Increased by +100.00% | Mar 31, 25 |
| 16 | Miller Value Ptnrs Appreciation ETF | 55.01K (0.68%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 17 | Miller Income A | 53.00K (0.66%) | 10.00K Increased by +18.87% | Mar 31, 25 |
| 18 | Invesco Dorsey Wright Healthcare MomtETF | 49.07K (0.61%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 19 | Fidelity® Small Cap Index | 48.48K (0.60%) | 1.89K Increased by +3.89% | Oct 31, 23 |
| 20 | Fidelity Small Cap Index | 47.39K (0.59%) | 0.00 Increased by 0.00% | Feb 28, 25 |