| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.10M (11.00%) | 157.92K Increased by +2.23% | Dec 31, 24 |
| 2 | BlackRock Inc | 5.84M (9.05%) | 110.82K Increased by +1.90% | Dec 31, 24 |
| 3 | Needham Investment Management, LLC | 5.33M (8.27%) | 85.00K Increased by +1.59% | Dec 31, 24 |
| 4 | Neuberger Berman Group LLC | 5.24M (8.12%) | -20.08K Decreased by -0.38% | Dec 31, 24 |
| 5 | AllianceBernstein L.P. | 3.08M (4.77%) | -11.81K Decreased by -0.38% | Sep 30, 23 |
| 6 | State Street Corp | 1.97M (3.04%) | 352.28K Increased by +17.93% | Dec 31, 24 |
| 7 | Acadian Asset Management LLC | 1.84M (2.85%) | -161.60K Decreased by -8.78% | Mar 31, 24 |
| 8 | JPMorgan Chase & Co | 1.76M (2.73%) | -2.89M Decreased by -164.42% | Dec 31, 24 |
| 9 | D. E. Shaw & Co LP | 1.67M (2.58%) | 28.42K Increased by +1.70% | Dec 31, 24 |
| 10 | Geode Capital Management, LLC | 1.56M (2.41%) | 6.67K Increased by +0.43% | Dec 31, 24 |
| 11 | Palisade Capital Management LLc | 1.55M (2.40%) | -2.06K Decreased by -0.13% | Dec 31, 24 |
| 12 | Boundary Creek Advisors LP | 1.52M (2.36%) | -91.56K Decreased by -6.02% | Sep 30, 24 |
| 13 | State Street Corporation | 1.40M (2.17%) | 43.09K Increased by +3.08% | Mar 31, 24 |
| 14 | Anchor Capital Management LLC | 1.32M (2.04%) | -111.78K Decreased by -8.50% | Dec 31, 24 |
| 15 | Federated Hermes Inc | 1.31M (2.03%) | -29.59K Decreased by -2.26% | Dec 31, 24 |
| 16 | Dimensional Fund Advisors, Inc. | 1.26M (1.95%) | 88.51K Increased by +7.03% | Dec 31, 24 |
| 17 | Newport Trust Co. | 1.17M (1.82%) | -67.11K Decreased by -5.73% | Dec 31, 24 |
| 18 | Charles Schwab Investment Management Inc | 1.07M (1.65%) | -345.65K Decreased by -32.43% | Dec 31, 24 |
| 19 | Marshall Wace Asset Management Ltd | 1.06M (1.64%) | -55.31K Decreased by -5.21% | Dec 31, 23 |
| 20 | Jacobs Levy Equity Management, Inc. | 973.08K (1.51%) | -160.36K Decreased by -16.48% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Needham Aggressive Growth Retail | 4.47M (6.93%) | 235.00K Increased by +5.25% | Dec 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.07M (3.21%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 3 | Vanguard US Total Market Shares ETF | 2.07M (3.21%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 1.79M (2.77%) | -15.46K Decreased by -0.87% | Mar 31, 25 |
| 5 | Neuberger Berman Intrinsic Value I | 1.70M (2.64%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 6 | Vanguard Information Technology ETF | 1.55M (2.40%) | -19.23K Decreased by -1.24% | Feb 28, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 1.11M (1.73%) | 2.04K Increased by +0.18% | Feb 28, 25 |
| 8 | Vanguard Strategic Equity Inv | 1.06M (1.65%) | 61.97K Increased by +5.83% | Dec 31, 24 |
| 9 | Schwab Fundamental US Small Company ETF | 1.03M (1.60%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 10 | Palisade Small Cap Core Equity | 963.46K (1.49%) | 18.92K Increased by +1.96% | Dec 31, 24 |
| 11 | Federated Hermes MDT SCC Institutional | 817.20K (1.27%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 12 | Federated Hermes MDT Small Cap Core IS | 817.20K (1.27%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | Fidelity Small Cap Index | 660.10K (1.02%) | -12.36K Decreased by -1.87% | Jan 31, 25 |
| 14 | Fidelity® Small Cap Index | 644.20K (1.00%) | 18.36K Increased by +2.85% | Oct 31, 23 |
| 15 | iShares Russell 2000 Value ETF | 612.20K (0.95%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | Vanguard Strategic Small-Cap Equity Inv | 602.57K (0.93%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 17 | Goldman Sachs Small Cp Val Insghts Instl | 569.01K (0.88%) | 569.01K Increased by +100.00% | Oct 31, 23 |
| 18 | Schwab Fundamental U.S. Small CompanyETF | 548.85K (0.85%) | -88.00 Decreased by -0.02% | Nov 30, 24 |
| 19 | Needham Small Cap Growth Retail | 475.00K (0.74%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | Neuberger Berman US SCp Intrs Val $I Acc | 473.58K (0.73%) | 11.49K Increased by +2.43% | Dec 31, 24 |