| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | HPM Partners LLC | 1.35M (13.86%) | 642.98K Increased by +47.78% | Sep 30, 24 |
| 2 | Interchange Capital Partners, LLC | 1.28M (13.23%) | 1.28M Increased by +100.00% | Mar 31, 25 |
| 3 | Morgan Stanley - Brokerage Accounts | 737.14K (7.59%) | 110.74K Increased by +15.02% | Mar 31, 25 |
| 4 | Capital Research & Mgmt Co - Division 3 | 619.78K (6.38%) | 49.17K Increased by +7.93% | Mar 31, 25 |
| 5 | BlackRock Inc | 498.73K (5.14%) | 126.32K Increased by +25.33% | Mar 31, 25 |
| 6 | Vanguard Group Inc | 440.71K (4.54%) | 134.47K Increased by +30.51% | Mar 31, 25 |
| 7 | LSV Asset Management | 252.89K (2.60%) | 92.85K Increased by +36.72% | Mar 31, 24 |
| 8 | Driehaus Capital Management LLC | 186.76K (1.92%) | -687.00 Decreased by -0.37% | Mar 31, 25 |
| 9 | Dimensional Fund Advisors, Inc. | 174.72K (1.80%) | 24.39K Increased by +13.96% | Mar 31, 25 |
| 10 | Geode Capital Management, LLC | 170.63K (1.76%) | 30.21K Increased by +17.71% | Mar 31, 25 |
| 11 | Acadian Asset Management LLC | 165.88K (1.71%) | 67.28K Increased by +40.56% | Mar 31, 24 |
| 12 | Charles Schwab Investment Management Inc | 158.58K (1.63%) | 109.95K Increased by +69.34% | Mar 31, 25 |
| 13 | Nuveen Asset Management, LLC | 124.55K (1.28%) | 99.48K Increased by +79.87% | Dec 31, 24 |
| 14 | AltraVue Capital, LLC | 122.00K (1.26%) | -319.39K Decreased by -261.79% | Sep 30, 23 |
| 15 | UBS Group AG | 119.81K (1.23%) | 115.48K Increased by +96.39% | Dec 31, 24 |
| 16 | THAMES CAPITAL MANAGEMENT LLC | 119.72K (1.23%) | 119.72K Increased by +100.00% | Dec 31, 24 |
| 17 | State Street Corp | 117.91K (1.21%) | 17.44K Increased by +14.79% | Mar 31, 25 |
| 18 | Amvescap Plc. | 110.44K (1.14%) | 110.44K Increased by +100.00% | Dec 31, 24 |
| 19 | ShariaPortfolio, Inc. | 104.80K (1.08%) | -55.65K Decreased by -53.10% | Mar 31, 25 |
| 20 | Wells Fargo & Co | 103.47K (1.07%) | 89.06K Increased by +86.08% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds SMALLCAP World A | 696.96K (7.18%) | 77.18K Increased by +11.07% | Jun 30, 25 |
| 2 | BIT Global Crypto Leaders I-I | 239.32K (2.46%) | 239.32K Increased by +100.00% | Jun 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 226.67K (2.33%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | iShares Russell 2000 ETF | 210.26K (2.17%) | 1.48K Increased by +0.70% | Jun 30, 25 |
| 5 | Vanguard US Total Market Shares ETF | 181.35K (1.87%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Morgan Stanley Inception | 136.71K (1.41%) | 40.08K Increased by +29.32% | Mar 31, 25 |
| 7 | Morgan Stanley Inst Inception I | 136.71K (1.41%) | 40.08K Increased by +29.32% | Mar 31, 25 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 123.36K (1.27%) | 1.03K Increased by +0.83% | May 31, 25 |
| 9 | Heptagon Driehaus US Micro Cap Eq C$ Acc | 105.96K (1.09%) | 32.79K Increased by +30.95% | May 31, 25 |
| 10 | Optimum Small-Mid Cap Growth Instl | 104.68K (1.08%) | 11.94K Increased by +11.40% | Feb 28, 25 |
| 11 | EQ/Morgan Stanley Small Cap Growth K | 96.93K (1.00%) | 2.25K Increased by +2.32% | May 31, 25 |
| 12 | Schwab Crypto Thematic ETF | 96.92K (1.00%) | 0.00 Increased by 0.00% | Jun 28, 25 |
| 13 | Nuveen Quant Small Cap Equity R6 | 96.53K (0.99%) | -670.00 Decreased by -0.69% | Jan 31, 25 |
| 14 | GF Ambition Solidaire P | 70.00K (0.72%) | 70.00K Increased by +100.00% | May 31, 25 |
| 15 | Fidelity Small Cap Index | 68.42K (0.70%) | 1.10K Increased by +1.61% | Apr 30, 25 |
| 16 | iShares Russell 2000 Value ETF | 62.18K (0.64%) | 225.00 Increased by +0.36% | Jun 30, 25 |
| 17 | Fidelity Advisor Multi-Asset Income I | 59.80K (0.62%) | 44.80K Increased by +74.92% | Feb 28, 25 |
| 18 | Miller Value Partners Appreciation ETF | 58.07K (0.60%) | 58.07K Increased by +100.00% | Mar 31, 25 |
| 19 | iShares Russell 2000 Growth ETF | 57.71K (0.59%) | 0.00 Increased by 0.00% | May 31, 25 |
| 20 | Miller Value Ptnrs Appreciation ETF | 57.03K (0.59%) | 0.00 Increased by 0.00% | Jun 30, 25 |