| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Adams Street Partners LLC | 18.76M (1.36 K%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 2 | Balyasny Asset Management LLC | 4.08M (296.92%) | -600.91K Decreased by -14.72% | Jun 30, 23 |
| 3 | SILVER LAKE GROUP, L.L.C. | 3.12M (227.14%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 4 | Pathstone Family Office, LLC | 2.79M (202.58%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 5 | Davidson Kempner Capital Management LP | 1.52M (110.34%) | 174.82K Increased by +11.52% | Dec 31, 24 |
| 6 | Oaktree Capital Management LLC | 1.38M (100.02%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 7 | INDUSTRY VENTURES, L.L.C. | 1.31M (95.05%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 8 | Riverwood Capital Management Ltd | 1.15M (83.83%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | Parkwood LLC | 970.30K (70.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | HARRELL INVESTMENT PARTNERS, LLC | 887.80K (64.56%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 11 | BlackRock Inc | 516.42K (37.55%) | 10.15K Increased by +1.97% | Dec 31, 24 |
| 12 | Vanguard Group Inc | 362.02K (26.32%) | -28.75K Decreased by -7.94% | Dec 31, 24 |
| 13 | Comprehensive Financial Management LLC | 272.33K (19.80%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 14 | JPMorgan Chase & Co | 233.85K (17.00%) | 225.58K Increased by +96.46% | Dec 31, 24 |
| 15 | TPG GP A, LLC | 213.79K (15.55%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 16 | Geode Capital Management, LLC | 196.04K (14.26%) | -5.98K Decreased by -3.05% | Dec 31, 24 |
| 17 | Palogic Value Management LP | 165.00K (12.00%) | 32.65K Increased by +19.79% | Jun 30, 24 |
| 18 | CastleKnight Management LP | 156.50K (11.38%) | 104.40K Increased by +66.71% | Dec 31, 24 |
| 19 | Jacobs Levy Equity Management, Inc. | 147.58K (10.73%) | -25.97K Decreased by -17.60% | Sep 30, 24 |
| 20 | StepStone Group LLC | 147.26K (10.71%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 297.20K (21.61%) | 22.98K Increased by +7.73% | Mar 31, 25 |
| 2 | Vanguard US Total Market Shares ETF | 248.49K (18.07%) | -215.00 Decreased by -0.09% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 210.11K (15.28%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 4 | BlackRock Extended Mkt Composite | 169.25K (12.31%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | iShares Russell 2000 Value ETF | 100.11K (7.28%) | 0.00 Increased by 0.00% | Apr 30, 25 |
| 6 | Fidelity Small Cap Index | 96.78K (7.04%) | 1.89K Increased by +1.95% | Feb 28, 25 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 89.50K (6.51%) | 24.78K Increased by +27.68% | Mar 31, 25 |
| 8 | Guggenheim Limited Duration Instl | 81.41K (5.92%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | NT Ext Equity Mkt Idx Fd - NL | 76.41K (5.56%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 61.25K (4.45%) | -3.04K Decreased by -4.95% | Sep 30, 23 |
| 11 | Vanguard Russell 2000 ETF | 44.00K (3.20%) | 1.00K Increased by +2.27% | Mar 31, 25 |
| 12 | Bridgeway Ultra-Small Company | 43.93K (3.19%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | Fidelity Extended Market Index | 43.86K (3.19%) | 12.86K Increased by +29.32% | Mar 31, 25 |
| 14 | DWS IME-All Cap Tax Advantaged | 42.66K (3.10%) | -44.52K Decreased by -104.36% | Sep 30, 23 |
| 15 | Needham Aggressive Growth Retail | 38.68K (2.81%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 16 | Schwab US Small-Cap ETF™ | 36.47K (2.65%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 17 | Guggenheim Core Bond Fund A | 31.93K (2.32%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Guggenheim Macro Opportunities Instl | 25.19K (1.83%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 19 | Bridgeway Ultra-Small Company Market | 25.00K (1.82%) | -22.50K Decreased by -90.00% | Dec 31, 24 |
| 20 | NT R2000 Index Fund - NL | 24.43K (1.78%) | 5.17K Increased by +21.18% | Mar 31, 25 |