| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JPMorgan Chase & Co | 4.45M (19.72%) | 4.49K Increased by +0.10% | Jun 30, 25 |
| 2 | BlackRock Inc | 3.42M (15.17%) | -87.38K Decreased by -2.55% | Jun 30, 25 |
| 3 | Vanguard Group Inc | 2.52M (11.18%) | 26.24K Increased by +1.04% | Jun 30, 25 |
| 4 | Wealthfront Advisers LLC | 1.65M (7.32%) | 1.65M Increased by +100.00% | Dec 31, 24 |
| 5 | State Street Corp | 848.35K (3.76%) | -13.20K Decreased by -1.56% | Jun 30, 25 |
| 6 | State Street Corporation | 846.61K (3.75%) | 11.90K Increased by +1.41% | Mar 31, 24 |
| 7 | Brown Capital Management, LLC | 737.04K (3.27%) | -78.14K Decreased by -10.60% | Mar 31, 25 |
| 8 | Needham Investment Management, LLC | 705.50K (3.13%) | -68.50K Decreased by -9.71% | Jun 30, 25 |
| 9 | Geode Capital Management, LLC | 570.08K (2.53%) | -736.00 Decreased by -0.13% | Jun 30, 25 |
| 10 | Dimensional Fund Advisors, Inc. | 553.12K (2.45%) | 22.55K Increased by +4.08% | Jun 30, 25 |
| 11 | Amvescap Plc. | 513.41K (2.27%) | -27.70K Decreased by -5.39% | Dec 31, 23 |
| 12 | Wellington Management Company LLP | 499.70K (2.21%) | -1.12M Decreased by -224.79% | Sep 30, 23 |
| 13 | Fred Alger Management, LLC | 439.18K (1.95%) | -58.61K Decreased by -13.35% | Sep 30, 23 |
| 14 | Capital Research & Mgmt Co - Division 3 | 378.10K (1.68%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 368.10K (1.63%) | 368.10K Increased by +100.00% | Dec 31, 24 |
| 16 | Awm Investment Company Inc | 333.21K (1.48%) | -39.00K Decreased by -11.70% | Jun 30, 25 |
| 17 | Morgan Stanley - Brokerage Accounts | 327.93K (1.45%) | 64.41K Increased by +19.64% | Jun 30, 25 |
| 18 | Pinnacle Associates Inc | 271.40K (1.20%) | -84.61K Decreased by -31.17% | Jun 30, 25 |
| 19 | Northern Trust Corp | 240.93K (1.07%) | -3.23K Decreased by -1.34% | Jun 30, 25 |
| 20 | Ashford Capital Management Inc | 231.46K (1.03%) | -6.58K Decreased by -2.84% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.37M (6.09%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 2 | JPM US Technology A (dist) USD | 1.31M (5.82%) | -17.75K Decreased by -1.35% | Jul 31, 25 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 730.24K (3.24%) | -16.20K Decreased by -2.22% | Jul 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 713.54K (3.16%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Small Cap Index | 568.43K (2.52%) | -3.78K Decreased by -0.67% | Jul 31, 25 |
| 6 | iShares Russell 2000 ETF | 561.85K (2.49%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 7 | Needham Aggressive Growth Retail | 511.50K (2.27%) | -2.50K Decreased by -0.49% | Jun 30, 25 |
| 8 | JPMorgan Small Cap Growth A | 450.98K (2.00%) | -4.86K Decreased by -1.08% | Jul 31, 25 |
| 9 | Invesco Global Multi Cap Growth | 450.54K (2.00%) | -49.46K Decreased by -10.98% | Dec 31, 23 |
| 10 | Invesco Global Opportunities A | 450.54K (2.00%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | American Funds SMALLCAP World A | 378.10K (1.68%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | JPMorgan U.S. Tech Leaders ETF | 350.88K (1.55%) | 2.91K Increased by +0.83% | Aug 29, 25 |
| 13 | Vanguard Small Cap Growth Index Inv | 322.47K (1.43%) | -125.00 Decreased by -0.04% | Jul 31, 25 |
| 14 | Alger Small Cap Focus Composite | 298.52K (1.32%) | -90.39K Decreased by -30.28% | Oct 31, 23 |
| 15 | Alger Small Cap Focus I | 298.52K (1.32%) | -90.39K Decreased by -30.28% | Oct 31, 23 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 247.83K (1.10%) | -104.27K Decreased by -42.07% | Jul 31, 25 |
| 17 | Fidelity Small Cap Index | 234.64K (1.04%) | 3.15K Increased by +1.34% | Jun 30, 25 |
| 18 | Herald Ord | 230.00K (1.02%) | 30.00K Increased by +13.04% | Mar 31, 25 |
| 19 | Brown Capital Mgmt Small Co Inv | 218.11K (0.97%) | -36.91K Decreased by -16.92% | Mar 31, 25 |
| 20 | Fidelity® Small Cap Index | 213.91K (0.95%) | 5.80K Increased by +2.71% | Oct 31, 23 |