| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.68M (26.23%) | 33.15K Increased by +0.43% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 5.53M (18.89%) | -174.98K Decreased by -3.16% | Sep 30, 23 |
| 3 | FMR Inc | 2.21M (7.55%) | -1.15M Decreased by -51.84% | Sep 30, 23 |
| 4 | T. Rowe Price Investment Management,Inc. | 2.16M (7.36%) | -4.53K Decreased by -0.21% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 1.96M (6.68%) | 10.68K Increased by +0.55% | Sep 30, 23 |
| 6 | State Street Corporation | 1.76M (6.02%) | -23.23K Decreased by -1.32% | Sep 30, 23 |
| 7 | Charles Schwab Investment Management Inc | 1.12M (3.83%) | -80.06K Decreased by -7.14% | Sep 30, 23 |
| 8 | D. E. Shaw & Co LP | 1.09M (3.74%) | -209.09K Decreased by -19.10% | Sep 30, 23 |
| 9 | Bank of New York Mellon Corp | 993.86K (3.39%) | -40.79K Decreased by -4.10% | Sep 30, 23 |
| 10 | Vulcan Value Partners, LLC | 959.21K (3.27%) | -27.29K Decreased by -2.84% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 940.50K (3.21%) | 30.40K Increased by +3.23% | Sep 30, 23 |
| 12 | Bank of America Corp | 864.46K (2.95%) | 118.18K Increased by +13.67% | Sep 30, 23 |
| 13 | Jacobs Levy Equity Management, Inc. | 859.99K (2.94%) | -131.96K Decreased by -15.34% | Sep 30, 23 |
| 14 | Ameriprise Financial Inc | 702.49K (2.40%) | -21.10K Decreased by -3.00% | Sep 30, 23 |
| 15 | Palisade Capital Management LLc | 680.43K (2.32%) | -92.00K Decreased by -13.52% | Sep 30, 23 |
| 16 | JPMorgan Chase & Co | 676.06K (2.31%) | -31.11K Decreased by -4.60% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 576.39K (1.97%) | 129.74K Increased by +22.51% | Sep 30, 23 |
| 18 | Northern Trust Corp | 562.12K (1.92%) | -9.09K Decreased by -1.62% | Sep 30, 23 |
| 19 | Federated Hermes Inc | 555.56K (1.90%) | -101.30K Decreased by -18.23% | Sep 30, 23 |
| 20 | Solel Partners LP | 541.13K (1.85%) | -188.51K Decreased by -34.84% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.00M (10.23%) | 1.37K Increased by +0.05% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.42M (4.85%) | 2.55K Increased by +0.18% | Nov 30, 23 |
| 3 | T. Rowe Price Small-Cap Value | 1.33M (4.56%) | -2.90K Decreased by -0.22% | Sep 30, 23 |
| 4 | iShares Russell 2000 ETF | 1.26M (4.29%) | 14.21K Increased by +1.13% | Dec 29, 23 |
| 5 | Vanguard Small Cap Index | 1.18M (4.04%) | 3.65K Increased by +0.31% | Nov 30, 23 |
| 6 | Fidelity® Value | 1.16M (3.95%) | 101.10K Increased by +8.74% | Nov 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 820.45K (2.80%) | -1.28K Decreased by -0.16% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 651.95K (2.23%) | 5.76K Increased by +0.88% | Nov 30, 23 |
| 9 | T. Rowe Price U.S. SC Value Eq Tr-Z | 595.13K (2.03%) | 600.00 Increased by +0.10% | Sep 30, 23 |
| 10 | Vulcan Value Partners Small Cap Stra | 564.05K (1.93%) | 70.93K Increased by +12.57% | Dec 31, 23 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 548.23K (1.87%) | -3.50K Decreased by -0.64% | Nov 29, 23 |
| 12 | Schwab Fundamental US Small Company ETF | 538.82K (1.84%) | 384.00 Increased by +0.07% | Dec 30, 23 |
| 13 | Vulcan Value Partners Small Cap | 465.56K (1.59%) | -1.87K Decreased by -0.40% | Sep 30, 23 |
| 14 | Fidelity® Small Cap Index | 446.13K (1.52%) | 11.82K Increased by +2.65% | Oct 31, 23 |
| 15 | iShares S&P Small-Cap 600 Growth ETF | 428.06K (1.46%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 16 | Palisade Small Cap Core Equity | 404.90K (1.38%) | -72.45K Decreased by -17.89% | Sep 30, 23 |
| 17 | Avantis US Small Cap Value ETF | 395.71K (1.35%) | 0.00 Increased by 0.00% | Dec 30, 23 |
| 18 | DFA US Small Cap I | 390.82K (1.33%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 382.21K (1.30%) | 1.72K Increased by +0.45% | Dec 29, 23 |
| 20 | Vanguard Tax-Managed Small Cap Adm | 376.52K (1.29%) | 0.00 Increased by 0.00% | Nov 30, 23 |