Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | HPM Partners LLC | 1.35M (10.32%) | 642.98K Increased by +47.78% | Sep 30, 24 |
2 | Morgan Stanley - Brokerage Accounts | 1.29M (9.92%) | 556.85K Increased by +43.03% | Jun 30, 25 |
3 | Interchange Capital Partners, LLC | 1.28M (9.85%) | 0.00 Increased by 0.00% | Jun 30, 25 |
4 | Capital Research & Mgmt Co - Division 3 | 696.96K (5.34%) | 77.18K Increased by +11.07% | Jun 30, 25 |
5 | Vanguard Group Inc | 639.47K (4.90%) | 198.76K Increased by +31.08% | Jun 30, 25 |
6 | BlackRock Inc | 636.91K (4.88%) | 138.18K Increased by +21.70% | Jun 30, 25 |
7 | Citadel Advisors Llc | 617.30K (4.73%) | 602.42K Increased by +97.59% | Jun 30, 25 |
8 | Driehaus Capital Management LLC | 377.28K (2.89%) | 190.51K Increased by +50.50% | Jun 30, 25 |
9 | LSV Asset Management | 252.89K (1.94%) | 92.85K Increased by +36.72% | Mar 31, 24 |
10 | Geode Capital Management, LLC | 215.10K (1.65%) | 44.47K Increased by +20.67% | Jun 30, 25 |
11 | Susquehanna International Group, LLP | 195.62K (1.50%) | 158.39K Increased by +80.97% | Jun 30, 25 |
12 | Goldman Sachs Group Inc | 181.82K (1.39%) | 105.02K Increased by +57.76% | Jun 30, 25 |
13 | Charles Schwab Investment Management Inc | 177.15K (1.36%) | 18.58K Increased by +10.49% | Jun 30, 25 |
14 | Dimensional Fund Advisors, Inc. | 169.44K (1.30%) | -5.28K Decreased by -3.12% | Jun 30, 25 |
15 | Acadian Asset Management LLC | 165.88K (1.27%) | 67.28K Increased by +40.56% | Mar 31, 24 |
16 | State Street Corp | 158.60K (1.22%) | 40.69K Increased by +25.65% | Jun 30, 25 |
17 | Nuveen Asset Management, LLC | 124.55K (0.95%) | 99.48K Increased by +79.87% | Dec 31, 24 |
18 | AltraVue Capital, LLC | 122.00K (0.94%) | -319.39K Decreased by -261.79% | Sep 30, 23 |
19 | THAMES CAPITAL MANAGEMENT LLC | 119.72K (0.92%) | 119.72K Increased by +100.00% | Dec 31, 24 |
20 | Wells Fargo & Co | 117.28K (0.90%) | 78.65K Increased by +67.06% | Jun 30, 25 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | American Funds SMALLCAP World A | 696.96K (5.34%) | 77.18K Increased by +11.07% | Jun 30, 25 |
2 | Vanguard Total Stock Mkt Idx Inv | 386.80K (2.97%) | -8.57K Decreased by -2.22% | Jul 31, 25 |
3 | BIT Global Crypto Leaders I-I | 239.32K (1.83%) | 239.32K Increased by +100.00% | Jun 30, 25 |
4 | Morgan Stanley Inception | 224.66K (1.72%) | 87.95K Increased by +39.15% | Jun 30, 25 |
5 | Morgan Stanley Inst Inception I | 224.66K (1.72%) | 87.95K Increased by +39.15% | Jun 30, 25 |
6 | iShares Russell 2000 ETF | 206.65K (1.58%) | 0.00 Increased by 0.00% | Aug 31, 25 |
7 | Vanguard US Total Market Shares ETF | 181.35K (1.39%) | 0.00 Increased by 0.00% | Sep 30, 24 |
8 | Heptagon Driehaus US Micro Cap Eq C$ Acc | 152.57K (1.17%) | 5.45K Increased by +3.57% | Jul 31, 25 |
9 | EQ/Morgan Stanley Small Cap Growth K | 142.69K (1.09%) | 0.00 Increased by 0.00% | Jul 31, 25 |
10 | Schwab Crypto Thematic ETF | 108.10K (0.83%) | 0.00 Increased by 0.00% | Aug 30, 25 |
11 | Optimum Small-Mid Cap Growth Instl | 104.68K (0.80%) | 11.94K Increased by +11.40% | Feb 28, 25 |
12 | Vanguard Institutional Extnd Mkt Idx Tr | 101.20K (0.78%) | -44.35K Decreased by -43.82% | Jul 31, 25 |
13 | Nuveen Quant Small Cap Equity R6 | 96.53K (0.74%) | -670.00 Decreased by -0.69% | Jan 31, 25 |
14 | Fidelity Small Cap Index | 83.96K (0.64%) | 15.54K Increased by +18.50% | Jun 30, 25 |
15 | GF Ambition Solidaire P | 70.00K (0.54%) | 0.00 Increased by 0.00% | Jul 31, 25 |
16 | iShares Russell 2000 Value ETF | 60.65K (0.47%) | 0.00 Increased by 0.00% | Aug 31, 25 |
17 | Driehaus Micro Cap Growth USD | 60.16K (0.46%) | -1.49K Decreased by -2.48% | 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 Partners Appreciation ETF | 58.07K (0.45%) | 58.07K Increased by +100.00% | Mar 31, 25 |
20 | Miller Value Partners Appreciation SMA | 58.07K (0.45%) | 58.07K Increased by +100.00% | Mar 31, 25 |