| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mariner Wealth Advisors LLC | 1.45M (13.34%) | -189.72K Decreased by -13.08% | Dec 31, 24 |
| 2 | BlackRock Inc | 1.15M (10.61%) | 47.62K Increased by +4.13% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 680.01K (6.26%) | -23.47K Decreased by -3.45% | Dec 31, 24 |
| 4 | Baillie Gifford & Co Limited. | 515.10K (4.74%) | -49.77K Decreased by -9.66% | Sep 30, 23 |
| 5 | Morgan Stanley - Brokerage Accounts | 405.26K (3.73%) | -783.91K Decreased by -193.44% | Jun 30, 24 |
| 6 | Shenkman Capital Management Inc | 381.97K (3.51%) | -35.41K Decreased by -9.27% | Dec 31, 24 |
| 7 | Emerald Advisers, LLC | 361.22K (3.32%) | 4.83K Increased by +1.34% | Dec 31, 24 |
| 8 | Jacobs Levy Equity Management, Inc. | 343.00K (3.16%) | -2.71K Decreased by -0.79% | Dec 31, 24 |
| 9 | Blue Grotto Capital LLC | 301.78K (2.78%) | 11.78K Increased by +3.90% | Dec 31, 24 |
| 10 | Acadian Asset Management LLC | 256.72K (2.36%) | 89.90K Increased by +35.02% | Mar 31, 24 |
| 11 | Geode Capital Management, LLC | 250.72K (2.31%) | -2.49K Decreased by -0.99% | Dec 31, 24 |
| 12 | Qube Research & Technologies | 250.30K (2.30%) | 115.02K Increased by +45.95% | Dec 31, 24 |
| 13 | Hennessy Advisors, Inc. | 242.40K (2.23%) | 15.40K Increased by +6.35% | Dec 31, 24 |
| 14 | Emerald Mutual Fund Advisers Trust | 240.50K (2.21%) | -30.77K Decreased by -12.80% | Dec 31, 24 |
| 15 | Renaissance Technologies Corp | 231.00K (2.13%) | -64.50K Decreased by -27.92% | Dec 31, 24 |
| 16 | State Street Corp | 229.80K (2.11%) | -6.96K Decreased by -3.03% | Dec 31, 24 |
| 17 | Charles Schwab Investment Management Inc | 227.30K (2.09%) | 11.75K Increased by +5.17% | Dec 31, 23 |
| 18 | State Street Corporation | 217.07K (2.00%) | 3.42K Increased by +1.58% | Mar 31, 24 |
| 19 | Prudential Financial Inc | 205.41K (1.89%) | 128.47K Increased by +62.54% | Jun 30, 24 |
| 20 | Dimensional Fund Advisors, Inc. | 204.90K (1.88%) | 27.89K Increased by +13.61% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 348.65K (3.21%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 2 | iShares Russell 2000 ETF | 266.60K (2.45%) | -3.14K Decreased by -1.18% | Feb 28, 25 |
| 3 | Hennessy Cornerstone Growth Investor | 242.40K (2.23%) | 15.40K Increased by +6.35% | Dec 31, 24 |
| 4 | Strategic Advisers U.S. Total Stock | 178.36K (1.64%) | 170.92K Increased by +95.83% | Jan 31, 25 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 173.26K (1.59%) | 279.00 Increased by +0.16% | Feb 28, 25 |
| 6 | Nuveen Quant Small Cap Equity Instl | 163.77K (1.51%) | 3.30K Increased by +2.02% | Feb 29, 24 |
| 7 | Nuveen Quant Small Cap Equity R6 | 146.24K (1.35%) | 100.89K Increased by +68.99% | Jan 31, 25 |
| 8 | BlackRock Global Equity Mkt Netrl Instl | 145.44K (1.34%) | -15.28K Decreased by -10.51% | Feb 28, 25 |
| 9 | Emerald Growth A | 136.91K (1.26%) | 5.36K Increased by +3.91% | Jan 31, 25 |
| 10 | Schwab Fundamental US Small Company ETF | 116.72K (1.07%) | 123.00 Increased by +0.11% | Jan 31, 24 |
| 11 | Federated Hermes MDT SCC Institutional | 114.12K (1.05%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Federated Hermes MDT Small Cap Core IS | 114.12K (1.05%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | Jupiter Merian Glb Eq AbsRet I USD Acc | 104.33K (0.96%) | 104.33K Increased by +100.00% | Dec 31, 24 |
| 14 | Fidelity Small Cap Index | 99.86K (0.92%) | 12.60K Increased by +12.62% | Dec 31, 24 |
| 15 | Fidelity® Small Cap Index | 99.76K (0.92%) | 1.52K Increased by +1.52% | Oct 31, 23 |
| 16 | Fidelity Enhanced Small Cap ETF | 91.50K (0.84%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 17 | Bridgeway Small Cap Value | 89.90K (0.83%) | -23.10K Decreased by -25.70% | Sep 30, 24 |
| 18 | Bridgeway Small-Cap Value | 89.90K (0.83%) | -23.10K Decreased by -25.70% | Sep 30, 24 |
| 19 | iShares Russell 2000 Growth ETF | 83.51K (0.77%) | -99.00 Decreased by -0.12% | Feb 28, 25 |
| 20 | Invesco Dorsey Wright SmallCap Momt ETF | 82.85K (0.76%) | 150.00 Increased by +0.18% | Dec 31, 24 |