| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.94M (15.32%) | -115.41K Decreased by -1.16% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 7.43M (11.46%) | -16.74K Decreased by -0.23% | Sep 30, 23 |
| 3 | Wellington Management Company LLP | 4.03M (6.21%) | -429.04K Decreased by -10.64% | Sep 30, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 3.99M (6.15%) | 200.64K Increased by +5.03% | Sep 30, 23 |
| 5 | State Street Corporation | 3.04M (4.69%) | -229.49K Decreased by -7.54% | Sep 30, 23 |
| 6 | American Century Companies Inc | 2.55M (3.93%) | 90.69K Increased by +3.56% | Sep 30, 23 |
| 7 | Independent Advisor Alliance | 2.31M (3.56%) | 10.69K Increased by +0.46% | Sep 30, 23 |
| 8 | North Reef Capital Management LP | 1.98M (3.05%) | -480.43K Decreased by -24.29% | Sep 30, 23 |
| 9 | Principal Financial Group Inc | 1.52M (2.35%) | -29.75K Decreased by -1.95% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 1.40M (2.16%) | 48.41K Increased by +3.45% | Sep 30, 23 |
| 11 | HHG PLC | 1.25M (1.93%) | -207.98K Decreased by -16.59% | Sep 30, 23 |
| 12 | Ameriprise Financial Inc | 1.19M (1.84%) | -32.19K Decreased by -2.70% | Sep 30, 23 |
| 13 | Goldman Sachs Group Inc | 1.17M (1.80%) | -84.06K Decreased by -7.19% | Sep 30, 23 |
| 14 | Nuveen Asset Management, LLC | 1.10M (1.69%) | 38.02K Increased by +3.46% | Sep 30, 23 |
| 15 | GW&K Investment Management, LLC | 988.42K (1.52%) | 4.63K Increased by +0.47% | Sep 30, 23 |
| 16 | FJ Capital Management LLC | 869.64K (1.34%) | 628.08K Increased by +72.22% | Sep 30, 23 |
| 17 | William Blair Investment Management, LLC | 811.42K (1.25%) | -59.08K Decreased by -7.28% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 716.23K (1.10%) | -12.72K Decreased by -1.78% | Sep 30, 23 |
| 19 | Congress Asset Management Company, LLP | 704.32K (1.09%) | 46.87K Increased by +6.66% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 687.57K (1.06%) | 38.86K Increased by +5.65% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.34M (6.68%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.10M (3.23%) | 4.87K Increased by +0.23% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 1.70M (2.62%) | 10.15K Increased by +0.60% | Nov 30, 23 |
| 4 | iShares Russell 2000 ETF | 1.63M (2.51%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | American Century Small Cap Value Inv | 1.59M (2.45%) | 45.00K Increased by +2.83% | Sep 30, 23 |
| 6 | American Century U.S. Small Cap Value | 1.59M (2.45%) | 45.00K Increased by +2.83% | Sep 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 1.18M (1.82%) | 1.74K Increased by +0.15% | Nov 30, 23 |
| 8 | Janus Henderson Small Cap Value L | 1.09M (1.68%) | -170.49K Decreased by -15.63% | Sep 30, 23 |
| 9 | DFA US Small Cap Value I | 957.78K (1.48%) | 60.80K Increased by +6.35% | Oct 31, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 918.63K (1.42%) | 1.50K Increased by +0.16% | Nov 30, 23 |
| 11 | Fidelity® Small Cap Index | 620.77K (0.96%) | 14.35K Increased by +2.31% | Sep 30, 23 |
| 12 | iShares Russell 2000 Value ETF | 610.28K (0.94%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Avantis US Small Cap Value ETF | 568.87K (0.88%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Vanguard Tax-Managed Small Cap Adm | 544.89K (0.84%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 542.20K (0.84%) | 244.00 Increased by +0.05% | Nov 30, 23 |
| 16 | SPDR® S&P Regional Banking ETF | 532.50K (0.82%) | 36.76K Increased by +6.90% | Nov 30, 23 |
| 17 | DFA US Targeted Value I | 525.68K (0.81%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 18 | Congress Small Cap Growth Institutional | 500.00K (0.77%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | DFA US Small Cap I | 489.32K (0.75%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 20 | Dimensional US Targeted Value ETF | 465.66K (0.72%) | 592.00 Increased by +0.13% | Nov 30, 23 |