| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | GTCR LLC | 31.74M (51.33%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | BlackRock Inc | 9.75M (15.76%) | -502.55K Decreased by -5.16% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 5.70M (9.22%) | -48.95K Decreased by -0.86% | Sep 30, 23 |
| 4 | FMR Inc | 4.45M (7.20%) | -879.83K Decreased by -19.77% | Sep 30, 23 |
| 5 | D. E. Shaw & Co LP | 2.66M (4.31%) | -365.23K Decreased by -13.71% | Sep 30, 23 |
| 6 | Tenzing Global Management LLC | 2.50M (4.04%) | 300.00K Increased by +12.00% | Sep 30, 23 |
| 7 | State Street Corporation | 2.29M (3.71%) | -7.06K Decreased by -0.31% | Sep 30, 23 |
| 8 | Burgundy Asset Management Ltd | 2.00M (3.23%) | 2.00M Increased by +100.00% | Sep 30, 23 |
| 9 | Sycale Advisors (NY) LLC | 1.86M (3.01%) | 917.88K Increased by +49.37% | Sep 30, 23 |
| 10 | William Blair Investment Management, LLC | 1.63M (2.64%) | 291.49K Increased by +17.84% | Sep 30, 23 |
| 11 | Dimensional Fund Advisors, Inc. | 1.60M (2.59%) | 164.30K Increased by +10.27% | Sep 30, 23 |
| 12 | Capital Research & Mgmt Co - Division 3 | 1.49M (2.41%) | 688.71K Increased by +46.22% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 1.42M (2.30%) | 25.71K Increased by +1.81% | Sep 30, 23 |
| 14 | Capco Asset Management, LLC | 1.36M (2.20%) | 1.54K Increased by +0.11% | Sep 30, 23 |
| 15 | SCP Investment, LP | 905.00K (1.46%) | 260.00K Increased by +28.73% | Sep 30, 23 |
| 16 | JPMorgan Chase & Co | 828.55K (1.34%) | -666.72K Decreased by -80.47% | Sep 30, 23 |
| 17 | Penn Capital Management Company LLC | 757.02K (1.22%) | 98.53K Increased by +13.02% | Sep 30, 23 |
| 18 | Northern Trust Corp | 704.62K (1.14%) | -12.28K Decreased by -1.74% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 622.19K (1.01%) | -47.38K Decreased by -7.61% | Sep 30, 23 |
| 20 | Ewing Morris & Co Investment Partners Ltd | 609.31K (0.99%) | 24.40K Increased by +4.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.16M (6.72%) | 1.90K Increased by +0.05% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.93M (3.12%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | iShares Russell 2000 ETF | 1.74M (2.82%) | 11.09K Increased by +0.64% | Dec 29, 23 |
| 4 | American Funds SMALLCAP World A | 1.49M (2.41%) | 688.71K Increased by +46.22% | Sep 30, 23 |
| 5 | FIAM Small Cap Core CIT Cl B | 1.04M (1.68%) | 11.20K Increased by +1.08% | Oct 31, 23 |
| 6 | FIAM Small Cap Core Composite | 1.03M (1.67%) | 106.00K Increased by +10.30% | Sep 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 893.53K (1.44%) | 1.54K Increased by +0.17% | Nov 30, 23 |
| 8 | Vanguard Small Cap Index | 829.39K (1.34%) | 2.58K Increased by +0.31% | Nov 30, 23 |
| 9 | Fidelity Advisor® Small Cap I | 720.90K (1.17%) | 65.13K Increased by +9.03% | Oct 31, 23 |
| 10 | Fidelity® Small Cap Index | 638.86K (1.03%) | 17.65K Increased by +2.76% | Oct 31, 23 |
| 11 | Fidelity® Small Cap Growth | 637.68K (1.03%) | -774.00 Decreased by -0.12% | Oct 31, 23 |
| 12 | Fidelity Select Telecommunications Port | 602.90K (0.97%) | 52.80K Increased by +8.76% | Nov 30, 23 |
| 13 | iShares Russell 2000 Value ETF | 585.01K (0.95%) | 22.16K Increased by +3.79% | Dec 29, 23 |
| 14 | William Blair Small Cap Growth I | 563.72K (0.91%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Xtrackers S&P 500 Swap ETF 1C | 552.86K (0.89%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Select Telecommunications Port | 550.10K (0.89%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 539.04K (0.87%) | 2.37K Increased by +0.44% | Dec 29, 23 |
| 18 | Vanguard Tax-Managed Small Cap Adm | 516.55K (0.84%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Fidelity® Series Small Cap Opps | 494.10K (0.80%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 20 | Kennedy Extended Small Cap | 474.69K (0.77%) | 11.70K Increased by +2.46% | Dec 31, 23 |