| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 10.94M (21.00%) | -475.30K Decreased by -4.35% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 8.07M (15.49%) | -144.40K Decreased by -1.79% | Sep 30, 23 |
| 3 | American Assets Inc | 7.37M (14.16%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | State Street Corporation | 3.13M (6.01%) | -95.71K Decreased by -3.06% | Sep 30, 23 |
| 5 | LSV Asset Management | 1.67M (3.20%) | 346.94K Increased by +20.82% | Sep 30, 23 |
| 6 | American Assets Investment Management | 1.48M (2.83%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 1.24M (2.38%) | 323.35K Increased by +26.13% | Sep 30, 23 |
| 8 | Nuveen Asset Management, LLC | 1.17M (2.26%) | -464.49K Decreased by -39.55% | Sep 30, 23 |
| 9 | Adage Capital Partners Gp LLC | 1.15M (2.21%) | 93.25K Increased by +8.12% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 1.14M (2.20%) | 13.25K Increased by +1.16% | Sep 30, 23 |
| 11 | Wellington Management Company LLP | 1.11M (2.13%) | 1.11M Increased by +100.00% | Sep 30, 23 |
| 12 | Charles Schwab Investment Management Inc | 907.01K (1.74%) | -4.93K Decreased by -0.54% | Sep 30, 23 |
| 13 | Goldman Sachs Group Inc | 894.04K (1.72%) | 80.79K Increased by +9.04% | Sep 30, 23 |
| 14 | Northern Trust Corp | 835.89K (1.61%) | 82.94K Increased by +9.92% | Sep 30, 23 |
| 15 | Dimensional Fund Advisors, Inc. | 807.80K (1.55%) | 28.91K Increased by +3.58% | Sep 30, 23 |
| 16 | Ameriprise Financial Inc | 656.75K (1.26%) | -28.98K Decreased by -4.41% | Sep 30, 23 |
| 17 | RIMA MANAGEMENT, LLC | 632.56K (1.21%) | 9.57K Increased by +1.51% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 593.74K (1.14%) | -36.16K Decreased by -6.09% | Sep 30, 23 |
| 19 | Balyasny Asset Management LLC | 547.13K (1.05%) | 11.85K Increased by +2.16% | Sep 30, 23 |
| 20 | Allianz Asset Management AG | 519.73K (1.00%) | -59.20K Decreased by -11.39% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.26M (6.27%) | 1.49K Increased by +0.05% | Dec 29, 23 |
| 2 | Vanguard Real Estate Index Investor | 1.97M (3.77%) | -162.04K Decreased by -8.24% | Nov 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.39M (2.67%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | iShares Russell 2000 ETF | 1.34M (2.57%) | 8.51K Increased by +0.64% | Dec 29, 23 |
| 5 | Vanguard Small Cap Index | 1.18M (2.27%) | 3.64K Increased by +0.31% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 819.89K (1.57%) | 6.25K Increased by +0.76% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 689.81K (1.32%) | 17.87K Increased by +2.59% | Nov 30, 23 |
| 8 | iShares S&P Small-Cap 600 Value ETF | 679.68K (1.31%) | -4.35K Decreased by -0.64% | Dec 29, 23 |
| 9 | BlackRock Advantage Small Cap Core Instl | 653.86K (1.26%) | 25.27K Increased by +3.86% | Nov 30, 23 |
| 10 | CREF Stock R1 | 543.87K (1.04%) | 177.51K Increased by +32.64% | Nov 30, 23 |
| 11 | Fidelity® Small Cap Index | 484.79K (0.93%) | 13.77K Increased by +2.84% | Oct 31, 23 |
| 12 | iShares Russell 2000 Value ETF | 470.99K (0.90%) | 876.00 Increased by +0.19% | Dec 29, 23 |
| 13 | Vanguard Tax-Managed Small Cap Adm | 431.13K (0.83%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 412.48K (0.79%) | 1.87K Increased by +0.45% | Dec 29, 23 |
| 15 | Kennedy Extended Small Cap | 375.10K (0.72%) | 150.80K Increased by +40.20% | Dec 31, 23 |
| 16 | iShares Envir&Lw Carb Tilt REIdx(UK)LAcc | 369.21K (0.71%) | 47.80K Increased by +12.95% | Nov 30, 23 |
| 17 | SPDR® S&P 600 Small Cap Value ETF | 339.55K (0.65%) | 1.07K Increased by +0.31% | Dec 31, 23 |
| 18 | DFA Real Estate Securities I | 319.15K (0.61%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | JNL/WMC Global Real Estate I | 308.17K (0.59%) | 308.17K Increased by +100.00% | Sep 30, 23 |
| 20 | TIAA-CREF Quant Small-Cap Equity Instl | 306.94K (0.59%) | 0.00 Increased by 0.00% | Nov 30, 23 |