| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Rockefeller Capital Management L.P. | 5.49M (51.95%) | 5.49M Increased by +100.00% | Jun 30, 25 |
| 2 | FLEMING JAMES B JR | 1.84M (17.36%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | Rho Capital Partners Inc | 1.76M (16.61%) | -1.97M Decreased by -111.97% | Jun 30, 23 |
| 4 | HHG PLC | 625.17K (5.91%) | 625.17K Increased by +100.00% | Jun 30, 25 |
| 5 | No Street GP LP | 600.00K (5.67%) | -251.16K Decreased by -41.86% | Sep 30, 24 |
| 6 | FMR Inc | 597.77K (5.65%) | -116.00 Decreased by -0.02% | Dec 31, 25 |
| 7 | Vanguard Group Inc | 423.87K (4.01%) | 13.41K Increased by +3.16% | Dec 31, 25 |
| 8 | Exchange Traded Concepts, LLC | 358.97K (3.39%) | 205.79K Increased by +57.33% | Sep 30, 24 |
| 9 | Redmond Asset Management, LLC | 337.05K (3.19%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 10 | Goldman Sachs Group Inc | 321.93K (3.04%) | 192.72K Increased by +59.86% | Jun 30, 25 |
| 11 | Y-Intercept (Hong Kong) Ltd | 304.69K (2.88%) | 304.69K Increased by +100.00% | Jun 30, 25 |
| 12 | State Street Corporation | 241.68K (2.28%) | 2.20K Increased by +0.91% | Mar 31, 24 |
| 13 | Perritt Capital Management Inc. | 225.00K (2.13%) | 15.00K Increased by +6.67% | Sep 30, 24 |
| 14 | Charles Schwab Investment Management Inc | 221.08K (2.09%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | Robertson Stephens Wealth Management, LLC | 214.54K (2.03%) | -40.53K Decreased by -18.89% | Dec 31, 24 |
| 16 | Fuller & Thaler Asset Management Inc | 214.14K (2.02%) | -747.02K Decreased by -348.85% | Sep 30, 24 |
| 17 | Bank of New York Mellon Corp | 163.04K (1.54%) | -747.00 Decreased by -0.46% | Mar 31, 25 |
| 18 | Relyea Zuckerberg Hanson, LLC | 158.14K (1.50%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Man Group PLC | 145.61K (1.38%) | 94.77K Increased by +65.09% | Jun 30, 24 |
| 20 | EAM Investors, LLC | 138.75K (1.31%) | -790.84K Decreased by -569.96% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Puritan® | 6.72M (63.50%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 2 | Vanguard US Total Market Shares ETF | 2.20M (20.78%) | -1.00 Decreased by -0.00% | Sep 30, 24 |
| 3 | Fuller & Thaler Behavrl Micro-Cap Core | 1.03M (9.77%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Fidelity Small Cap Index | 767.40K (7.26%) | 0.00 Increased by 0.00% | May 31, 25 |
| 5 | iShares Russell 2000 Growth ETF | 570.91K (5.40%) | 0.00 Increased by 0.00% | May 31, 25 |
| 6 | Fidelity Puritan | 556.10K (5.26%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 7 | Fidelity® Extended Market Index | 416.34K (3.94%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Vanguard Russell 2000 ETF | 373.87K (3.53%) | 3.26K Increased by +0.87% | May 31, 25 |
| 9 | Janus Henderson Small/Md Cp Gr Alpha ETF | 364.45K (3.45%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | MUSQ Global Music Industry ETF | 358.97K (3.39%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Fidelity® Puritan K6 | 325.55K (3.08%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 12 | State St Russell Sm Cap® Indx SL Cl I | 325.10K (3.07%) | 0.00 Increased by 0.00% | May 31, 25 |
| 13 | Vanguard Total Stock Mkt Idx Inv | 253.15K (2.39%) | 0.00 Increased by 0.00% | Feb 28, 26 |
| 14 | Janus Henderson Small Cap Gr Alpha ETF | 247.64K (2.34%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 15 | FullerThaler Behavioral Micro-Cap Core | 214.14K (2.02%) | -749.46K Decreased by -349.98% | Sep 30, 24 |
| 16 | BlackRock Extended Equity Market K | 191.89K (1.81%) | -81.00 Decreased by -0.04% | Sep 30, 24 |
| 17 | Perritt MicroCap Opportunities Investor | 190.00K (1.80%) | 15.00K Increased by +7.89% | Sep 30, 24 |
| 18 | NT R2000 Index Fund - NL | 181.40K (1.72%) | 5.04K Increased by +2.78% | Mar 31, 25 |
| 19 | Schwab Small Cap Index | 181.28K (1.71%) | 0.00 Increased by 0.00% | May 31, 25 |
| 20 | iShares Micro-Cap ETF | 153.17K (1.45%) | 0.00 Increased by 0.00% | May 31, 25 |