| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mariner Wealth Advisors LLC | 1.34M (10.06%) | -212.40K Decreased by -15.86% | Jun 30, 25 |
| 2 | BlackRock Inc | 1.12M (8.45%) | -28.20K Decreased by -2.51% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 699.14K (5.25%) | 44.69K Increased by +6.39% | Jun 30, 25 |
| 4 | Ameriprise Financial Inc | 546.54K (4.10%) | 516.96K Increased by +94.59% | Jun 30, 25 |
| 5 | Baillie Gifford & Co Limited. | 515.10K (3.87%) | -49.77K Decreased by -9.66% | Sep 30, 23 |
| 6 | Portolan Capital Management, LLC | 438.80K (3.30%) | 438.80K Increased by +100.00% | Mar 31, 25 |
| 7 | Morgan Stanley - Brokerage Accounts | 405.26K (3.04%) | -783.91K Decreased by -193.44% | Jun 30, 24 |
| 8 | Blue Grotto Capital LLC | 382.61K (2.87%) | 82.13K Increased by +21.47% | Jun 30, 25 |
| 9 | Emerald Advisers, LLC | 381.98K (2.87%) | 3.42K Increased by +0.89% | Jun 30, 25 |
| 10 | Punch & Associates Inv Mgmt Inc | 344.58K (2.59%) | 344.58K Increased by +100.00% | Jun 30, 25 |
| 11 | Jacobs Levy Equity Management, Inc. | 339.87K (2.55%) | -17.77K Decreased by -5.23% | Jun 30, 25 |
| 12 | G2 Investment Partners Management LLC | 305.57K (2.30%) | 124.81K Increased by +40.84% | Jun 30, 25 |
| 13 | Dimensional Fund Advisors, Inc. | 255.87K (1.92%) | 19.36K Increased by +7.57% | Jun 30, 25 |
| 14 | Geode Capital Management, LLC | 249.06K (1.87%) | -1.66K Decreased by -0.67% | Mar 31, 25 |
| 15 | Emerald Mutual Fund Advisers Trust | 246.28K (1.85%) | -3.22K Decreased by -1.31% | Jun 30, 25 |
| 16 | Shenkman Capital Management Inc | 234.97K (1.76%) | -147.00K Decreased by -62.56% | Mar 31, 25 |
| 17 | Renaissance Technologies Corp | 231.10K (1.74%) | 100.00 Increased by +0.04% | Mar 31, 25 |
| 18 | Nuveen, LLC | 230.81K (1.73%) | 230.81K Increased by +100.00% | Mar 31, 25 |
| 19 | Charles Schwab Investment Management Inc | 227.30K (1.71%) | 11.75K Increased by +5.17% | Dec 31, 23 |
| 20 | State Street Corp | 224.49K (1.69%) | -5.31K Decreased by -2.36% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 348.15K (2.61%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 341.09K (2.56%) | -7.56K Decreased by -2.22% | Jul 31, 25 |
| 3 | iShares Russell 2000 ETF | 268.82K (2.02%) | -3.02K Decreased by -1.12% | Aug 29, 25 |
| 4 | CT (Lux) American Smaller Com 9U USD | 267.80K (2.01%) | -1.62K Decreased by -0.60% | Jul 31, 25 |
| 5 | Hennessy Cornerstone Growth Investor | 217.60K (1.63%) | -24.80K Decreased by -11.40% | Mar 31, 25 |
| 6 | Nuveen Quant Small Cap Equity R6 | 164.23K (1.23%) | -3.28K Decreased by -2.00% | Jun 30, 25 |
| 7 | Nuveen Quant Small Cap Equity Instl | 163.77K (1.23%) | 3.30K Increased by +2.02% | Feb 29, 24 |
| 8 | CT American Smaller Coms(US) InstAccGBP | 154.47K (1.16%) | 1.03K Increased by +0.67% | Jul 31, 25 |
| 9 | Embark Small Cap Equity Retirement | 150.56K (1.13%) | -47.37K Decreased by -31.46% | Jul 31, 25 |
| 10 | Emerald Growth A | 136.91K (1.03%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 11 | Fidelity Enhanced Small Cap ETF | 129.12K (0.97%) | 0.00 Increased by 0.00% | Aug 29, 25 |
| 12 | BlackRock Global Equity Mkt Netrl Instl | 128.31K (0.96%) | -3.61K Decreased by -2.81% | Jun 30, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 120.64K (0.91%) | -52.71K Decreased by -43.69% | Jul 31, 25 |
| 14 | Schwab Fundamental US Small Company ETF | 116.72K (0.88%) | 123.00 Increased by +0.11% | Jan 31, 24 |
| 15 | Fidelity Small Cap Index | 112.21K (0.84%) | 9.85K Increased by +8.78% | Jun 30, 25 |
| 16 | Jupiter Merian Glb Eq AbsRet I USD Acc | 104.33K (0.78%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 17 | Fidelity® Small Cap Index | 99.76K (0.75%) | 1.52K Increased by +1.52% | Oct 31, 23 |
| 18 | Federated Hermes MDT SCC Institutional | 94.75K (0.71%) | -19.36K Decreased by -20.44% | Jun 30, 25 |
| 19 | Federated Hermes MDT Small Cap Core IS | 94.75K (0.71%) | -19.36K Decreased by -20.44% | Jun 30, 25 |
| 20 | iShares Russell 2000 Growth ETF | 92.20K (0.69%) | 0.00 Increased by 0.00% | Aug 29, 25 |