| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 7.29M (11.06%) | 190.94K Increased by +2.62% | Mar 31, 25 |
| 2 | BlackRock Inc | 5.75M (8.73%) | -84.26K Decreased by -1.46% | Mar 31, 25 |
| 3 | Needham Investment Management, LLC | 5.56M (8.43%) | 224.80K Increased by +4.04% | Mar 31, 25 |
| 4 | Neuberger Berman Group LLC | 5.10M (7.73%) | -148.50K Decreased by -2.91% | Mar 31, 25 |
| 5 | AllianceBernstein L.P. | 3.08M (4.67%) | -11.81K Decreased by -0.38% | Sep 30, 23 |
| 6 | D. E. Shaw & Co LP | 1.83M (2.78%) | 163.43K Increased by +8.92% | Mar 31, 25 |
| 7 | Acadian Asset Management LLC | 1.82M (2.76%) | 1.74M Increased by +95.97% | Mar 31, 25 |
| 8 | Geode Capital Management, LLC | 1.72M (2.61%) | 161.60K Increased by +9.41% | Mar 31, 25 |
| 9 | State Street Corp | 1.63M (2.47%) | -339.77K Decreased by -20.90% | Mar 31, 25 |
| 10 | Boundary Creek Advisors LP | 1.52M (2.31%) | -91.56K Decreased by -6.02% | Sep 30, 24 |
| 11 | Palisade Capital Management LLc | 1.50M (2.27%) | -54.26K Decreased by -3.62% | Mar 31, 25 |
| 12 | JPMorgan Chase & Co | 1.44M (2.19%) | -317.62K Decreased by -22.03% | Mar 31, 25 |
| 13 | State Street Corporation | 1.40M (2.12%) | 43.09K Increased by +3.08% | Mar 31, 24 |
| 14 | Newport Trust Co. | 1.25M (1.90%) | 81.91K Increased by +6.53% | Mar 31, 25 |
| 15 | Anchor Capital Management LLC | 1.24M (1.88%) | -77.00K Decreased by -6.22% | Mar 31, 25 |
| 16 | AQR Capital Management LLC | 1.23M (1.86%) | 858.52K Increased by +69.93% | Mar 31, 25 |
| 17 | Dimensional Fund Advisors, Inc. | 1.22M (1.86%) | -35.65K Decreased by -2.91% | Mar 31, 25 |
| 18 | Federated Hermes Inc | 1.17M (1.78%) | -134.07K Decreased by -11.43% | Mar 31, 25 |
| 19 | Marshall Wace Asset Management Ltd | 1.06M (1.61%) | -55.31K Decreased by -5.21% | Dec 31, 23 |
| 20 | Two Sigma Investments LLC | 967.54K (1.47%) | -201.85K Decreased by -20.86% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Needham Aggressive Growth Retail | 4.57M (6.93%) | 93.00K Increased by +2.04% | Mar 31, 25 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.07M (3.14%) | 0.00 Increased by 0.00% | May 31, 25 |
| 3 | Vanguard US Total Market Shares ETF | 2.07M (3.14%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 4 | iShares Russell 2000 ETF | 1.69M (2.56%) | 0.00 Increased by 0.00% | May 31, 25 |
| 5 | Vanguard Information Technology ETF | 1.59M (2.42%) | 20.55K Increased by +1.29% | May 31, 25 |
| 6 | Neuberger Berman Intrinsic Value I | 1.58M (2.40%) | -1.70K Decreased by -0.11% | May 31, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 1.17M (1.77%) | 9.83K Increased by +0.84% | May 31, 25 |
| 8 | Vanguard Strategic Equity Inv | 1.06M (1.61%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 9 | Schwab Fundamental US Small Company ETF | 1.03M (1.56%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 10 | Palisade Small Cap Core Equity | 913.01K (1.39%) | -50.45K Decreased by -5.53% | Mar 31, 25 |
| 11 | Federated Hermes MDT SCC Institutional | 686.71K (1.04%) | -130.49K Decreased by -19.00% | Mar 31, 25 |
| 12 | Federated Hermes MDT Small Cap Core IS | 686.71K (1.04%) | -130.49K Decreased by -19.00% | Mar 31, 25 |
| 13 | Fidelity Small Cap Index | 657.70K (1.00%) | -2.40K Decreased by -0.36% | Mar 31, 25 |
| 14 | Fidelity® Small Cap Index | 644.20K (0.98%) | 18.36K Increased by +2.85% | Oct 31, 23 |
| 15 | Vanguard Strategic Small-Cap Equity Inv | 602.57K (0.91%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | iShares Russell 2000 Value ETF | 600.38K (0.91%) | 0.00 Increased by 0.00% | May 31, 25 |
| 17 | Goldman Sachs Small Cp Val Insghts Instl | 569.01K (0.86%) | 569.01K Increased by +100.00% | Oct 31, 23 |
| 18 | Schwab Fundamental U.S. Small CompanyETF | 548.85K (0.83%) | -88.00 Decreased by -0.02% | Nov 30, 24 |
| 19 | Neuberger Berman US SCp Intrs Val $I Acc | 473.58K (0.72%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 20 | Needham Small Cap Growth Retail | 443.00K (0.67%) | 93.00K Increased by +20.99% | Mar 31, 25 |