| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mariner Wealth Advisors LLC | 1.45M (13.23%) | -189.72K Decreased by -13.08% | Dec 31, 24 |
| 2 | BlackRock Inc | 1.12M (10.26%) | -28.20K Decreased by -2.51% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 654.45K (5.97%) | -25.56K Decreased by -3.91% | Mar 31, 25 |
| 4 | Baillie Gifford & Co Limited. | 515.10K (4.70%) | -49.77K Decreased by -9.66% | Sep 30, 23 |
| 5 | Portolan Capital Management, LLC | 438.80K (4.00%) | 438.80K Increased by +100.00% | Mar 31, 25 |
| 6 | Morgan Stanley - Brokerage Accounts | 405.26K (3.70%) | -783.91K Decreased by -193.44% | Jun 30, 24 |
| 7 | Emerald Advisers, LLC | 378.56K (3.45%) | 17.34K Increased by +4.58% | Mar 31, 25 |
| 8 | Jacobs Levy Equity Management, Inc. | 357.64K (3.26%) | 14.64K Increased by +4.09% | Mar 31, 25 |
| 9 | Blue Grotto Capital LLC | 300.48K (2.74%) | -1.30K Decreased by -0.43% | Mar 31, 25 |
| 10 | Acadian Asset Management LLC | 256.72K (2.34%) | 89.90K Increased by +35.02% | Mar 31, 24 |
| 11 | Emerald Mutual Fund Advisers Trust | 249.50K (2.28%) | 9.01K Increased by +3.61% | Mar 31, 25 |
| 12 | Geode Capital Management, LLC | 249.06K (2.27%) | -1.66K Decreased by -0.67% | Mar 31, 25 |
| 13 | Dimensional Fund Advisors, Inc. | 236.51K (2.16%) | 31.61K Increased by +13.37% | Mar 31, 25 |
| 14 | Shenkman Capital Management Inc | 234.97K (2.14%) | -147.00K Decreased by -62.56% | Mar 31, 25 |
| 15 | Renaissance Technologies Corp | 231.10K (2.11%) | 100.00 Increased by +0.04% | Mar 31, 25 |
| 16 | Nuveen, LLC | 230.81K (2.10%) | 230.81K Increased by +100.00% | Mar 31, 25 |
| 17 | Charles Schwab Investment Management Inc | 227.30K (2.07%) | 11.75K Increased by +5.17% | Dec 31, 23 |
| 18 | State Street Corp | 224.49K (2.05%) | -5.31K Decreased by -2.36% | Mar 31, 25 |
| 19 | Hennessy Advisors, Inc. | 217.60K (1.98%) | -24.80K Decreased by -11.40% | Mar 31, 25 |
| 20 | State Street Corporation | 217.07K (1.98%) | 3.42K Increased by +1.58% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 348.65K (3.18%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 2 | Vanguard US Total Market Shares ETF | 348.15K (3.18%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 257.77K (2.35%) | 0.00 Increased by 0.00% | May 31, 25 |
| 4 | Hennessy Cornerstone Growth Investor | 217.60K (1.98%) | -24.80K Decreased by -11.40% | Mar 31, 25 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 173.99K (1.59%) | 278.00 Increased by +0.16% | Apr 30, 25 |
| 6 | BlackRock Global Equity Mkt Netrl Instl | 168.70K (1.54%) | 12.13K Increased by +7.19% | Apr 30, 25 |
| 7 | Nuveen Quant Small Cap Equity R6 | 165.82K (1.51%) | -4.12K Decreased by -2.48% | Apr 30, 25 |
| 8 | Nuveen Quant Small Cap Equity Instl | 163.77K (1.49%) | 3.30K Increased by +2.02% | Feb 29, 24 |
| 9 | Fidelity Enhanced Small Cap ETF | 140.08K (1.28%) | 0.00 Increased by 0.00% | May 30, 25 |
| 10 | Emerald Growth A | 136.91K (1.25%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 11 | Schwab Fundamental US Small Company ETF | 116.72K (1.06%) | 123.00 Increased by +0.11% | Jan 31, 24 |
| 12 | Federated Hermes MDT SCC Institutional | 114.12K (1.04%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 13 | Federated Hermes MDT Small Cap Core IS | 114.12K (1.04%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 14 | Jupiter Merian Glb Eq AbsRet I USD Acc | 104.33K (0.95%) | 104.33K Increased by +100.00% | Dec 31, 24 |
| 15 | Fidelity Small Cap Index | 100.97K (0.92%) | 1.38K Increased by +1.36% | Mar 31, 25 |
| 16 | Fidelity® Small Cap Index | 99.76K (0.91%) | 1.52K Increased by +1.52% | Oct 31, 23 |
| 17 | Strategic Advisers U.S. Total Stock | 91.47K (0.83%) | -142.83K Decreased by -156.15% | Apr 30, 25 |
| 18 | Bridgeway Small Cap Value | 89.90K (0.82%) | -23.10K Decreased by -25.70% | Sep 30, 24 |
| 19 | Bridgeway Small-Cap Value | 89.90K (0.82%) | -23.10K Decreased by -25.70% | Sep 30, 24 |
| 20 | Invesco Dorsey Wright SmallCap Momt ETF | 82.85K (0.76%) | 150.00 Increased by +0.18% | Dec 31, 24 |