| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 3.85M (16.69%) | -2.70M Decreased by -70.26% | Dec 31, 24 |
| 2 | BlackRock Inc | 3.56M (15.45%) | 108.08K Increased by +3.03% | Dec 31, 24 |
| 3 | Vanguard Group Inc | 2.53M (10.97%) | 18.89K Increased by +0.75% | Dec 31, 24 |
| 4 | Wealthfront Advisers LLC | 1.65M (7.17%) | 1.65M Increased by +100.00% | Dec 31, 24 |
| 5 | State Street Corp | 886.96K (3.85%) | 34.03K Increased by +3.84% | Dec 31, 24 |
| 6 | Needham Investment Management, LLC | 874.00K (3.79%) | -32.44K Decreased by -3.71% | Dec 31, 24 |
| 7 | State Street Corporation | 846.61K (3.67%) | 11.90K Increased by +1.41% | Mar 31, 24 |
| 8 | Brown Capital Management, LLC | 815.19K (3.54%) | -137.58K Decreased by -16.88% | Dec 31, 24 |
| 9 | Geode Capital Management, LLC | 569.20K (2.47%) | -2.99K Decreased by -0.53% | Dec 31, 24 |
| 10 | Dimensional Fund Advisors, Inc. | 530.08K (2.30%) | -19.30K Decreased by -3.64% | Dec 31, 24 |
| 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 (1.91%) | -58.61K Decreased by -13.35% | Sep 30, 23 |
| 14 | Ashford Capital Management Inc | 398.62K (1.73%) | -34.91K Decreased by -8.76% | Sep 30, 23 |
| 15 | Capital Research & Mgmt Co - Division 3 | 378.10K (1.64%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 368.10K (1.60%) | 368.10K Increased by +100.00% | Dec 31, 24 |
| 17 | Awm Investment Company Inc | 352.01K (1.53%) | -27.53K Decreased by -7.82% | Dec 31, 24 |
| 18 | Pinnacle Associates Inc | 275.91K (1.20%) | 201.54K Increased by +73.05% | Dec 31, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 269.71K (1.17%) | -8.38K Decreased by -3.11% | Dec 31, 24 |
| 20 | Northern Trust Corp | 249.72K (1.08%) | 20.32K Increased by +8.14% | Dec 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.42M (6.18%) | 984.00 Increased by +0.07% | Mar 31, 25 |
| 2 | JPM US Technology A (dist) USD | 1.35M (5.86%) | 31.64K Increased by +2.34% | Feb 28, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 723.06K (3.14%) | 0.00 Increased by 0.00% | Feb 28, 25 |
| 4 | iShares Russell 2000 ETF | 597.40K (2.59%) | -5.17K Decreased by -0.87% | Mar 31, 25 |
| 5 | Vanguard Small Cap Index | 596.84K (2.59%) | 483.00 Increased by +0.08% | Feb 28, 25 |
| 6 | Needham Aggressive Growth Retail | 520.00K (2.26%) | 4.00K Increased by +0.77% | Dec 31, 24 |
| 7 | Invesco Global Multi Cap Growth | 450.54K (1.95%) | -49.46K Decreased by -10.98% | Dec 31, 23 |
| 8 | Invesco Global Opportunities A | 450.54K (1.95%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | JPMorgan Small Cap Growth A | 447.71K (1.94%) | -5.04K Decreased by -1.12% | Feb 28, 25 |
| 10 | American Funds SMALLCAP World A | 378.10K (1.64%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 348.02K (1.51%) | 539.00 Increased by +0.15% | Feb 28, 25 |
| 12 | Vanguard Small Cap Growth Index Inv | 334.51K (1.45%) | -1.98K Decreased by -0.59% | Feb 28, 25 |
| 13 | Alger Small Cap Focus Composite | 298.52K (1.29%) | -90.39K Decreased by -30.28% | Oct 31, 23 |
| 14 | Alger Small Cap Focus I | 298.52K (1.29%) | -90.39K Decreased by -30.28% | Oct 31, 23 |
| 15 | Brown Capital Mgmt Small Co Inv | 255.02K (1.11%) | -153.40K Decreased by -60.15% | Dec 31, 24 |
| 16 | JPMorgan U.S. Tech Leaders ETF | 245.62K (1.07%) | 325.00 Increased by +0.13% | Mar 31, 25 |
| 17 | Fidelity Small Cap Index | 224.64K (0.97%) | -4.21K Decreased by -1.87% | Jan 31, 25 |
| 18 | Fidelity® Small Cap Index | 213.91K (0.93%) | 5.80K Increased by +2.71% | Oct 31, 23 |
| 19 | Herald Ord | 200.00K (0.87%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 198.80K (0.86%) | 205.00 Increased by +0.10% | Mar 28, 24 |