| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.95M (15.89%) | -71.47K Decreased by -1.03% | Mar 31, 25 |
| 2 | FMR Inc | 4.08M (9.33%) | -225.43K Decreased by -5.52% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 3.19M (7.28%) | -61.69K Decreased by -1.94% | Jun 30, 25 |
| 4 | State Street Corporation | 3.03M (6.93%) | 407.36K Increased by +13.43% | Mar 31, 24 |
| 5 | State Street Corp | 2.73M (6.23%) | -704.09K Decreased by -25.83% | Mar 31, 25 |
| 6 | American Century Companies Inc | 2.72M (6.20%) | 86.72K Increased by +3.19% | Jun 30, 25 |
| 7 | Amvescap Plc. | 2.71M (6.20%) | 466.14K Increased by +17.18% | Mar 31, 25 |
| 8 | Wellington Management Company LLP | 2.43M (5.56%) | 612.49K Increased by +25.16% | Jun 30, 25 |
| 9 | Castle Creek Capital Partners VI LP | 1.66M (3.80%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | Brown Advisory Holdings Inc | 1.53M (3.49%) | -143.25K Decreased by -9.38% | Mar 31, 25 |
| 11 | Dimensional Fund Advisors, Inc. | 1.49M (3.41%) | -103.72K Decreased by -6.96% | Jun 30, 25 |
| 12 | Geode Capital Management, LLC | 1.37M (3.12%) | 36.47K Increased by +2.67% | Mar 31, 25 |
| 13 | Owls Nest Partners IA, LLC | 1.27M (2.89%) | 75.64K Increased by +5.98% | Jun 30, 25 |
| 14 | Franklin Resources Inc | 1.11M (2.54%) | 114.85K Increased by +10.32% | Jun 30, 25 |
| 15 | Ameriprise Financial Inc | 1.11M (2.53%) | -71.16K Decreased by -6.44% | Sep 30, 23 |
| 16 | HHG PLC | 1.05M (2.40%) | 39.36K Increased by +3.74% | Jun 30, 25 |
| 17 | Deutsche Bank AG | 887.07K (2.03%) | -2.48K Decreased by -0.28% | Mar 31, 25 |
| 18 | T. Rowe Price Associates, Inc. | 869.17K (1.99%) | 37.40K Increased by +4.30% | Jun 30, 25 |
| 19 | Frontier Capital Management CO Inc | 848.17K (1.94%) | -21.21K Decreased by -2.50% | Jun 30, 24 |
| 20 | Nantahala Capital Management, LLC | 828.50K (1.89%) | -145.95K Decreased by -17.62% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.79M (6.37%) | 412.00 Increased by +0.01% | Jul 31, 25 |
| 2 | VIP Mid Cap Initial | 1.54M (3.51%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Vanguard US Total Market Shares ETF | 1.43M (3.28%) | -95.26K Decreased by -6.64% | Sep 30, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.36M (3.12%) | -29.26K Decreased by -2.14% | Jul 31, 25 |
| 5 | Strategic Advisers® Fidelity US TtlStk | 1.16M (2.65%) | 273.00 Increased by +0.02% | Nov 30, 23 |
| 6 | Avantis US Small Cap Value ETF | 1.15M (2.62%) | 864.00 Increased by +0.08% | Jul 31, 25 |
| 7 | iShares Russell 2000 ETF | 1.07M (2.45%) | -20.48K Decreased by -1.91% | Jul 31, 25 |
| 8 | Fidelity VIP Mid Cap Initial | 1.06M (2.42%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 9 | Strategic Advisers Fidelity US TtlStk | 976.02K (2.23%) | 4.59K Increased by +0.47% | Jun 30, 25 |
| 10 | Fidelity Advisor® Stock Selec Mid Cp I | 904.81K (2.07%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Janus Henderson US Small Cap Growth | 865.74K (1.98%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Janus Henderson Venture D | 865.74K (1.98%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 13 | Janus Henderson US Small Cap Growth MA | 865.32K (1.98%) | 865.23K Increased by +99.99% | Dec 31, 24 |
| 14 | Invesco Discovery A | 858.05K (1.96%) | 26.65K Increased by +3.11% | Jun 30, 25 |
| 15 | Invesco OFI Small Cap Growth | 858.05K (1.96%) | 54.34K Increased by +6.33% | Jun 30, 25 |
| 16 | American Century Small Cap Growth Inv | 831.40K (1.90%) | 123.88K Increased by +14.90% | Jun 30, 25 |
| 17 | American Century U.S. Small Cap Growth | 831.40K (1.90%) | 123.88K Increased by +14.90% | Jun 30, 25 |
| 18 | SPDR® S&P Regional Banking ETF | 828.27K (1.89%) | -16.47K Decreased by -1.99% | Feb 28, 25 |
| 19 | DWS Small Cap Core S | 750.00K (1.71%) | 0.00 Increased by 0.00% | May 31, 25 |
| 20 | Small Cap Core Equity Composite | 750.00K (1.71%) | 0.00 Increased by 0.00% | Jun 30, 25 |