| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 4.45M (19.27%) | 598.90K Increased by +13.47% | Mar 31, 25 |
| 2 | BlackRock Inc | 3.51M (15.22%) | -50.19K Decreased by -1.43% | Mar 31, 25 |
| 3 | Vanguard Group Inc | 2.50M (10.83%) | -31.60K Decreased by -1.27% | Mar 31, 25 |
| 4 | Wealthfront Advisers LLC | 1.65M (7.17%) | 1.65M Increased by +100.00% | Dec 31, 24 |
| 5 | Needham Investment Management, LLC | 874.00K (3.79%) | -32.44K Decreased by -3.71% | Dec 31, 24 |
| 6 | State Street Corp | 861.54K (3.73%) | -25.42K Decreased by -2.95% | Mar 31, 25 |
| 7 | State Street Corporation | 846.61K (3.67%) | 11.90K Increased by +1.41% | Mar 31, 24 |
| 8 | Brown Capital Management, LLC | 737.04K (3.19%) | -78.14K Decreased by -10.60% | Mar 31, 25 |
| 9 | Geode Capital Management, LLC | 570.81K (2.47%) | 1.61K Increased by +0.28% | Mar 31, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 530.57K (2.30%) | 492.00 Increased by +0.09% | Mar 31, 25 |
| 11 | Amvescap Plc. | 513.41K (2.23%) | -27.70K Decreased by -5.39% | Dec 31, 23 |
| 12 | Wellington Management Company LLP | 499.70K (2.17%) | -1.12M Decreased by -224.79% | Sep 30, 23 |
| 13 | Fred Alger Management, LLC | 439.18K (1.90%) | -58.61K Decreased by -13.35% | Sep 30, 23 |
| 14 | Capital Research & Mgmt Co - Division 3 | 378.10K (1.64%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Awm Investment Company Inc | 372.21K (1.61%) | 20.20K Increased by +5.43% | Mar 31, 25 |
| 16 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 368.10K (1.60%) | 368.10K Increased by +100.00% | Dec 31, 24 |
| 17 | Pinnacle Associates Inc | 356.01K (1.54%) | 80.11K Increased by +22.50% | Mar 31, 25 |
| 18 | Morgan Stanley - Brokerage Accounts | 263.52K (1.14%) | -6.19K Decreased by -2.35% | Mar 31, 25 |
| 19 | Northern Trust Corp | 249.72K (1.08%) | 20.32K Increased by +8.14% | Dec 31, 24 |
| 20 | Ashford Capital Management Inc | 238.04K (1.03%) | 213.90K Increased by +89.85% | Mar 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JPM US Technology A (dist) USD | 1.41M (6.12%) | 1.43K Increased by +0.10% | Apr 30, 25 |
| 2 | iShares Core S&P Small-Cap ETF | 1.40M (6.07%) | -1.40K Decreased by -0.10% | Apr 30, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 746.43K (3.24%) | 23.43K Increased by +3.14% | Apr 30, 25 |
| 4 | Vanguard US Total Market Shares ETF | 713.54K (3.09%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Small Cap Index | 586.67K (2.54%) | 3.95K Increased by +0.67% | Apr 30, 25 |
| 6 | iShares Russell 2000 ETF | 562.48K (2.44%) | 95.00 Increased by +0.02% | Apr 30, 25 |
| 7 | Needham Aggressive Growth Retail | 514.00K (2.23%) | -6.00K Decreased by -1.17% | Mar 31, 25 |
| 8 | JPMorgan Small Cap Growth A | 453.37K (1.97%) | 5.66K Increased by +1.25% | Mar 31, 25 |
| 9 | Invesco Global Multi Cap Growth | 450.54K (1.95%) | -49.46K Decreased by -10.98% | Dec 31, 23 |
| 10 | Invesco Global Opportunities A | 450.54K (1.95%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | American Funds SMALLCAP World A | 378.10K (1.64%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 359.35K (1.56%) | 524.00 Increased by +0.15% | Apr 30, 25 |
| 13 | Vanguard Small Cap Growth Index Inv | 326.65K (1.42%) | 477.00 Increased by +0.15% | Apr 30, 25 |
| 14 | Alger Small Cap Focus Composite | 298.52K (1.29%) | -90.39K Decreased by -30.28% | Oct 31, 23 |
| 15 | Alger Small Cap Focus I | 298.52K (1.29%) | -90.39K Decreased by -30.28% | Oct 31, 23 |
| 16 | JPMorgan U.S. Tech Leaders ETF | 265.77K (1.15%) | -1.30K Decreased by -0.49% | Apr 30, 25 |
| 17 | Fidelity Small Cap Index | 225.98K (0.98%) | 1.34K Increased by +0.59% | Feb 28, 25 |
| 18 | Brown Capital Mgmt Small Co Inv | 218.11K (0.95%) | -36.91K Decreased by -16.92% | Mar 31, 25 |
| 19 | Fidelity® Small Cap Index | 213.91K (0.93%) | 5.80K Increased by +2.71% | Oct 31, 23 |
| 20 | Herald Ord | 200.00K (0.87%) | 0.00 Increased by 0.00% | Sep 30, 24 |