| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mariner Wealth Advisors LLC | 1.55M (14.04%) | 101.19K Increased by +6.52% | Mar 31, 25 |
| 2 | BlackRock Inc | 1.12M (10.18%) | -28.20K Decreased by -2.51% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 699.14K (6.33%) | 44.69K Increased by +6.39% | Jun 30, 25 |
| 4 | Baillie Gifford & Co Limited. | 515.10K (4.66%) | -49.77K Decreased by -9.66% | Sep 30, 23 |
| 5 | Portolan Capital Management, LLC | 438.80K (3.97%) | 438.80K Increased by +100.00% | Mar 31, 25 |
| 6 | Morgan Stanley - Brokerage Accounts | 405.26K (3.67%) | -783.91K Decreased by -193.44% | Jun 30, 24 |
| 7 | Emerald Advisers, LLC | 381.98K (3.46%) | 3.42K Increased by +0.89% | Jun 30, 25 |
| 8 | Jacobs Levy Equity Management, Inc. | 357.64K (3.24%) | 14.64K Increased by +4.09% | Mar 31, 25 |
| 9 | Punch & Associates Inv Mgmt Inc | 344.58K (3.12%) | 344.58K Increased by +100.00% | Jun 30, 25 |
| 10 | Blue Grotto Capital LLC | 300.48K (2.72%) | -1.30K Decreased by -0.43% | Mar 31, 25 |
| 11 | Dimensional Fund Advisors, Inc. | 255.87K (2.32%) | 19.36K Increased by +7.57% | Jun 30, 25 |
| 12 | Geode Capital Management, LLC | 249.06K (2.25%) | -1.66K Decreased by -0.67% | Mar 31, 25 |
| 13 | Emerald Mutual Fund Advisers Trust | 246.28K (2.23%) | -3.22K Decreased by -1.31% | Jun 30, 25 |
| 14 | Shenkman Capital Management Inc | 234.97K (2.13%) | -147.00K Decreased by -62.56% | Mar 31, 25 |
| 15 | Renaissance Technologies Corp | 231.10K (2.09%) | 100.00 Increased by +0.04% | Mar 31, 25 |
| 16 | Nuveen, LLC | 230.81K (2.09%) | 230.81K Increased by +100.00% | Mar 31, 25 |
| 17 | Charles Schwab Investment Management Inc | 227.30K (2.06%) | 11.75K Increased by +5.17% | Dec 31, 23 |
| 18 | State Street Corp | 224.49K (2.03%) | -5.31K Decreased by -2.36% | Mar 31, 25 |
| 19 | Hennessy Advisors, Inc. | 217.60K (1.97%) | -24.80K Decreased by -11.40% | Mar 31, 25 |
| 20 | State Street Corporation | 217.07K (1.96%) | 3.42K Increased by +1.58% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard US Total Market Shares ETF | 348.15K (3.15%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 341.09K (3.09%) | -7.56K Decreased by -2.22% | Jul 31, 25 |
| 3 | CT (Lux) American Smaller Com 9U USD | 269.42K (2.44%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 4 | iShares Russell 2000 ETF | 263.01K (2.38%) | -5.04K Decreased by -1.92% | Jul 31, 25 |
| 5 | Hennessy Cornerstone Growth Investor | 217.60K (1.97%) | -24.80K Decreased by -11.40% | Mar 31, 25 |
| 6 | Nuveen Quant Small Cap Equity R6 | 164.23K (1.49%) | -3.28K Decreased by -2.00% | Jun 30, 25 |
| 7 | Nuveen Quant Small Cap Equity Instl | 163.77K (1.48%) | 3.30K Increased by +2.02% | Feb 29, 24 |
| 8 | CT American Smaller Coms(US) InstAccGBP | 153.44K (1.39%) | -325.00 Decreased by -0.21% | Jun 30, 25 |
| 9 | Embark Small Cap Equity Retirement | 150.56K (1.36%) | -47.37K Decreased by -31.46% | Jul 31, 25 |
| 10 | Emerald Growth A | 136.91K (1.24%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 11 | Fidelity Enhanced Small Cap ETF | 134.15K (1.21%) | 219.00 Increased by +0.16% | Jul 31, 25 |
| 12 | BlackRock Global Equity Mkt Netrl Instl | 128.31K (1.16%) | -3.61K Decreased by -2.81% | Jun 30, 25 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 120.64K (1.09%) | -52.71K Decreased by -43.69% | Jul 31, 25 |
| 14 | Schwab Fundamental US Small Company ETF | 116.72K (1.06%) | 123.00 Increased by +0.11% | Jan 31, 24 |
| 15 | Jupiter Merian Glb Eq AbsRet I USD Acc | 104.33K (0.94%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 16 | Fidelity Small Cap Index | 102.36K (0.93%) | -182.00 Decreased by -0.18% | May 31, 25 |
| 17 | Fidelity® Small Cap Index | 99.76K (0.90%) | 1.52K Increased by +1.52% | Oct 31, 23 |
| 18 | Federated Hermes MDT SCC Institutional | 94.75K (0.86%) | -19.36K Decreased by -20.44% | Jun 30, 25 |
| 19 | Federated Hermes MDT Small Cap Core IS | 94.75K (0.86%) | -19.36K Decreased by -20.44% | Jun 30, 25 |
| 20 | iShares Russell 2000 Growth ETF | 92.20K (0.83%) | 0.00 Increased by 0.00% | Jul 31, 25 |