| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Mariner Wealth Advisors LLC | 1.55M (14.06%) | 101.19K Increased by +6.52% | Mar 31, 25 |
| 2 | BlackRock Inc | 1.12M (10.19%) | -28.20K Decreased by -2.51% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 654.45K (5.93%) | -25.56K Decreased by -3.91% | Mar 31, 25 |
| 4 | Baillie Gifford & Co Limited. | 515.10K (4.67%) | -49.77K Decreased by -9.66% | Sep 30, 23 |
| 5 | Portolan Capital Management, LLC | 438.80K (3.98%) | 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 | 378.56K (3.43%) | 17.34K Increased by +4.58% | Mar 31, 25 |
| 8 | Jacobs Levy Equity Management, Inc. | 357.64K (3.24%) | 14.64K Increased by +4.09% | Mar 31, 25 |
| 9 | Blue Grotto Capital LLC | 300.48K (2.72%) | -1.30K Decreased by -0.43% | Mar 31, 25 |
| 10 | Acadian Asset Management LLC | 256.72K (2.33%) | 89.90K Increased by +35.02% | Mar 31, 24 |
| 11 | Emerald Mutual Fund Advisers Trust | 249.50K (2.26%) | 9.01K Increased by +3.61% | Mar 31, 25 |
| 12 | Geode Capital Management, LLC | 249.06K (2.26%) | -1.66K Decreased by -0.67% | Mar 31, 25 |
| 13 | Dimensional Fund Advisors, Inc. | 236.51K (2.14%) | 31.61K Increased by +13.37% | Mar 31, 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 (1.97%) | 3.42K Increased by +1.58% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 348.65K (3.16%) | 0.00 Increased by 0.00% | May 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 348.15K (3.16%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 281.25K (2.55%) | 1.97K Increased by +0.70% | Jun 30, 25 |
| 4 | CT (Lux) American Smaller Com 9U USD | 269.42K (2.44%) | 269.42K Increased by +100.00% | May 31, 25 |
| 5 | Hennessy Cornerstone Growth Investor | 217.60K (1.97%) | -24.80K Decreased by -11.40% | Mar 31, 25 |
| 6 | Embark Small Cap Equity Retirement | 197.93K (1.79%) | 3.33K Increased by +1.68% | Jun 30, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 175.35K (1.59%) | 1.36K Increased by +0.78% | May 31, 25 |
| 8 | Nuveen Quant Small Cap Equity R6 | 167.51K (1.52%) | 1.69K Increased by +1.01% | May 31, 25 |
| 9 | Nuveen Quant Small Cap Equity Instl | 163.77K (1.48%) | 3.30K Increased by +2.02% | Feb 29, 24 |
| 10 | CT American Smaller Coms(US) InstAccGBP | 153.77K (1.39%) | 153.77K Increased by +100.00% | May 31, 25 |
| 11 | Fidelity Enhanced Small Cap ETF | 141.98K (1.29%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Emerald Growth A | 136.91K (1.24%) | 0.00 Increased by 0.00% | May 31, 25 |
| 13 | BlackRock Global Equity Mkt Netrl Instl | 128.31K (1.16%) | -3.61K Decreased by -2.81% | Jun 30, 25 |
| 14 | Schwab Fundamental US Small Company ETF | 116.72K (1.06%) | 123.00 Increased by +0.11% | Jan 31, 24 |
| 15 | Federated Hermes MDT SCC Institutional | 114.12K (1.03%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | Federated Hermes MDT Small Cap Core IS | 114.12K (1.03%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 17 | Jupiter Merian Glb Eq AbsRet I USD Acc | 104.33K (0.95%) | 104.33K Increased by +100.00% | Dec 31, 24 |
| 18 | Fidelity Small Cap Index | 102.54K (0.93%) | 1.57K Increased by +1.53% | Apr 30, 25 |
| 19 | Fidelity® Small Cap Index | 99.76K (0.90%) | 1.52K Increased by +1.52% | Oct 31, 23 |
| 20 | iShares Russell 2000 Growth ETF | 93.01K (0.84%) | 230.00 Increased by +0.25% | Jun 30, 25 |