| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 8.27M (34.62%) | 3.82M Increased by +46.17% | Sep 30, 25 |
| 2 | BlackRock Inc | 3.71M (15.55%) | 288.66K Increased by +7.78% | Sep 30, 25 |
| 3 | Vanguard Group Inc | 2.53M (10.61%) | 60.96K Increased by +2.41% | Dec 31, 25 |
| 4 | Wealthfront Advisers LLC | 1.65M (6.92%) | 1.65M Increased by +100.00% | Dec 31, 24 |
| 5 | State Street Corp | 851.22K (3.56%) | 2.87K Increased by +0.34% | Sep 30, 25 |
| 6 | State Street Corporation | 846.61K (3.55%) | 11.90K Increased by +1.41% | Mar 31, 24 |
| 7 | Brown Capital Management, LLC | 737.04K (3.09%) | -78.14K Decreased by -10.60% | Mar 31, 25 |
| 8 | Needham Investment Management, LLC | 569.77K (2.39%) | -71.67K Decreased by -12.58% | Dec 31, 25 |
| 9 | Geode Capital Management, LLC | 562.89K (2.36%) | -13.35K Decreased by -2.37% | Dec 31, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 556.87K (2.33%) | -21.64K Decreased by -3.89% | Dec 31, 25 |
| 11 | Amvescap Plc. | 513.41K (2.15%) | -27.70K Decreased by -5.39% | Dec 31, 23 |
| 12 | Wellington Management Company LLP | 499.70K (2.09%) | -1.12M Decreased by -224.79% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 445.00K (1.86%) | 117.07K Increased by +26.31% | Sep 30, 25 |
| 14 | Fred Alger Management, LLC | 439.18K (1.84%) | -58.61K Decreased by -13.35% | Sep 30, 23 |
| 15 | Manufacturers Life Insurance Co | 432.19K (1.81%) | 421.44K Increased by +97.51% | Dec 31, 25 |
| 16 | Capital Research & Mgmt Co - Division 3 | 378.10K (1.58%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | Arrowstreet Capital Limited Partnership | 374.09K (1.57%) | 106.21K Increased by +28.39% | Dec 31, 25 |
| 18 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 368.10K (1.54%) | 368.10K Increased by +100.00% | Dec 31, 24 |
| 19 | Ashford Capital Management Inc | 353.86K (1.48%) | 128.66K Increased by +36.36% | Dec 31, 25 |
| 20 | Awm Investment Company Inc | 333.18K (1.40%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.38M (5.76%) | -140.98K Decreased by -10.24% | Feb 28, 26 |
| 2 | JPM US Technology A (dist) USD | 849.63K (3.56%) | -268.37K Decreased by -31.59% | Feb 28, 26 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 735.35K (3.08%) | 1.43K Increased by +0.19% | Feb 28, 26 |
| 4 | Vanguard US Total Market Shares ETF | 713.54K (2.99%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | iShares Russell 2000 ETF | 560.22K (2.35%) | 81.36K Increased by +14.52% | Feb 28, 26 |
| 6 | Vanguard Small Cap Index | 523.70K (2.19%) | 1.61K Increased by +0.31% | Feb 28, 26 |
| 7 | Needham Aggressive Growth Retail | 491.25K (2.06%) | -3.80K Decreased by -0.77% | Dec 31, 25 |
| 8 | Invesco Global Multi Cap Growth | 450.54K (1.89%) | -49.46K Decreased by -10.98% | Dec 31, 23 |
| 9 | Invesco Global Opportunities A | 450.54K (1.89%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | American Funds SMALLCAP World A | 378.10K (1.58%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | T. Rowe Price New Horizons | 335.45K (1.40%) | 79.35K Increased by +23.66% | Jan 31, 26 |
| 12 | JPMorgan U.S. Tech Leaders ETF | 326.98K (1.37%) | 1.91K Increased by +0.58% | Feb 27, 26 |
| 13 | Alger Small Cap Focus Composite | 298.52K (1.25%) | -90.39K Decreased by -30.28% | Oct 31, 23 |
| 14 | Alger Small Cap Focus I | 298.52K (1.25%) | -90.39K Decreased by -30.28% | Oct 31, 23 |
| 15 | Vanguard Small Cap Growth Index Inv | 290.77K (1.22%) | 486.00 Increased by +0.17% | Feb 28, 26 |
| 16 | JPMorgan Small Cap Growth A | 261.94K (1.10%) | -69.78K Decreased by -26.64% | Jan 31, 26 |
| 17 | US Small-Cap Growth II Equity Comp | 256.10K (1.07%) | 256.10K Increased by +100.00% | Dec 31, 25 |
| 18 | Herald Ord | 250.00K (1.05%) | 20.00K Increased by +8.00% | Sep 30, 25 |
| 19 | Vanguard Institutional Extnd Mkt Idx Tr | 247.68K (1.04%) | 2.20K Increased by +0.89% | Feb 28, 26 |
| 20 | Fidelity Small Cap Index | 225.59K (0.94%) | -10.37K Decreased by -4.60% | Dec 31, 25 |