| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.80M (2.75%) | 295.20K Increased by +4.34% | Sep 30, 23 |
| 2 | FMR Inc | 4.13M (1.67%) | -458.18K Decreased by -11.10% | Sep 30, 23 |
| 3 | AJ WEALTH STRATEGIES | 3.34M (1.35%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 4 | HPM Partners LLC | 3.34M (1.35%) | 3.34M Increased by +100.00% | Sep 30, 23 |
| 5 | State Street Corporation | 1.90M (0.77%) | 25.01K Increased by +1.32% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 1.38M (0.56%) | 83.56K Increased by +6.07% | Sep 30, 23 |
| 7 | Northern Trust Corp | 913.31K (0.37%) | -2.85K Decreased by -0.31% | Sep 30, 23 |
| 8 | Vanguard Group Inc | 741.93K (0.30%) | 21.54K Increased by +2.90% | Sep 30, 23 |
| 9 | Exchange Traded Concepts, LLC | 712.75K (0.29%) | 533.61K Increased by +74.87% | Sep 30, 23 |
| 10 | Nuveen Asset Management, LLC | 418.20K (0.17%) | -3.26K Decreased by -0.78% | Sep 30, 23 |
| 11 | Bank of New York Mellon Corp | 318.45K (0.13%) | -6.59K Decreased by -2.07% | Sep 30, 23 |
| 12 | Charles Schwab Investment Management Inc | 316.05K (0.13%) | -99.00 Decreased by -0.03% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 234.62K (0.09%) | 35.10K Increased by +14.96% | Sep 30, 23 |
| 14 | Bank of America Corp | 207.89K (0.08%) | 186.00K Increased by +89.47% | Sep 30, 23 |
| 15 | Beacon Pointe Advisors, LLC | 202.49K (0.08%) | 50.00 Increased by +0.02% | Sep 30, 23 |
| 16 | Rhumbline Advisers | 146.95K (0.06%) | 7.74K Increased by +5.27% | Sep 30, 23 |
| 17 | American Century Companies Inc | 146.38K (0.06%) | 146.38K Increased by +100.00% | Sep 30, 23 |
| 18 | Susquehanna International Group, LLP | 101.69K (0.04%) | 4.13K Increased by +4.06% | Sep 30, 23 |
| 19 | Amvescap Plc. | 94.89K (0.04%) | 25.21K Increased by +26.57% | Sep 30, 23 |
| 20 | JPMorgan Chase & Co | 93.04K (0.04%) | -12.77K Decreased by -13.73% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Russell 2000 ETF | 3.59M (1.45%) | 22.83K Increased by +0.64% | Dec 29, 23 |
| 2 | Fidelity® Small Cap Index | 1.31M (0.53%) | 29.16K Increased by +2.23% | Oct 31, 23 |
| 3 | iShares Russell 2000 Growth ETF | 1.21M (0.49%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 4 | Fidelity Tactical High Income Sr F8 | 1.15M (0.47%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Fidelity Advisor® Multi-Asset Income I | 1.08M (0.44%) | 114.06K Increased by +10.57% | Oct 31, 23 |
| 6 | Fidelity® Convertible Securities | 905.92K (0.37%) | -160.00K Decreased by -17.66% | Nov 30, 23 |
| 7 | State St Russell Sm/Mid Cp® Indx NL Cl C | 718.71K (0.29%) | 57.41K Increased by +7.99% | Dec 31, 23 |
| 8 | Roundhill Sports Betting & iGaming ETF | 713.13K (0.29%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 9 | State St Russell Sm Cap® Indx SL Cl I | 503.00K (0.20%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | Vanguard Russell 2000 ETF | 418.22K (0.17%) | 3.91K Increased by +0.93% | Nov 30, 23 |
| 11 | NT R2000 Growth Index Fund - NL | 409.37K (0.17%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | Fidelity Advisor® Strategic Div & Inc® I | 407.00K (0.16%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 13 | NT R2000 Index Fund - NL | 391.96K (0.16%) | -150.00 Decreased by -0.04% | Sep 30, 23 |
| 14 | Schwab Small Cap Index | 316.05K (0.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | NT R2000 Index Fund - DC - NL - 2 | 309.86K (0.13%) | 205.00 Increased by +0.07% | Sep 30, 23 |
| 16 | NT R2000 Growth Index Fund - L | 289.12K (0.12%) | -3.21K Decreased by -1.11% | Sep 30, 23 |
| 17 | Northern Trust Russell 2000 Growth Index | 289.12K (0.12%) | -3.21K Decreased by -1.11% | Sep 30, 23 |
| 18 | Russell 2000 Index Non-Lendable Fund E | 243.30K (0.10%) | -286.00 Decreased by -0.12% | Dec 31, 23 |
| 19 | The Vanguard Russell 2000 Growth Index | 222.69K (0.09%) | 3.29K Increased by +1.48% | Sep 30, 23 |
| 20 | BlackRock Russell 2500™ Index F | 218.09K (0.09%) | -12.00 Decreased by -0.01% | Dec 31, 23 |