| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 13.53M (12.57%) | -264.17K Decreased by -1.95% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 11.98M (11.13%) | 389.42K Increased by +3.25% | Sep 30, 23 |
| 3 | Franklin Resources Inc | 9.99M (9.29%) | -679.75K Decreased by -6.80% | Sep 30, 23 |
| 4 | AllianceBernstein L.P. | 5.41M (5.03%) | 577.16K Increased by +10.67% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 4.16M (3.87%) | 106.50K Increased by +2.56% | Sep 30, 23 |
| 6 | State Street Corporation | 3.96M (3.68%) | 53.94K Increased by +1.36% | Sep 30, 23 |
| 7 | River Road Asset Management, LLC | 3.48M (3.23%) | -43.47K Decreased by -1.25% | Sep 30, 23 |
| 8 | North Reef Capital Management LP | 2.85M (2.64%) | 592.74K Increased by +20.83% | Sep 30, 23 |
| 9 | Massachusetts Financial Services Company | 2.59M (2.41%) | 24.27K Increased by +0.94% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 2.33M (2.17%) | 82.64K Increased by +3.54% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 2.24M (2.08%) | -100.13K Decreased by -4.47% | Sep 30, 23 |
| 12 | Reinhart Mahoney Capital Management Inc | 2.06M (1.92%) | 112.87K Increased by +5.47% | Sep 30, 23 |
| 13 | Wellington Management Company LLP | 1.91M (1.77%) | 8.63K Increased by +0.45% | Sep 30, 23 |
| 14 | Global Alpha Capital Management Ltd. | 1.75M (1.63%) | 1.20K Increased by +0.07% | Sep 30, 23 |
| 15 | Northern Trust Corp | 1.59M (1.48%) | -29.44K Decreased by -1.85% | Sep 30, 23 |
| 16 | Aristotle Capital Boston, LLC | 1.50M (1.39%) | -5.85K Decreased by -0.39% | Sep 30, 23 |
| 17 | Rice Hall James & Associates, LLC | 1.47M (1.37%) | -32.51K Decreased by -2.21% | Sep 30, 23 |
| 18 | Palisade Capital Management LLc | 1.28M (1.19%) | 18.55K Increased by +1.45% | Sep 30, 23 |
| 19 | Cardinal Capital Management Llc | 1.27M (1.18%) | -3.57K Decreased by -0.28% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 1.23M (1.15%) | 47.34K Increased by +3.84% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 7.28M (6.76%) | 2.92K Increased by +0.04% | Dec 29, 23 |
| 2 | Franklin Small Cap Value SMA Composite | 5.97M (5.55%) | -487.37K Decreased by -8.16% | Sep 30, 23 |
| 3 | Franklin US Small Cap Value Equity | 5.97M (5.55%) | -487.37K Decreased by -8.16% | Sep 30, 23 |
| 4 | Franklin Small Cap Value A | 5.22M (4.85%) | -601.13K Decreased by -11.51% | Nov 30, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 3.39M (3.15%) | 5.14K Increased by +0.15% | Nov 30, 23 |
| 6 | iShares Russell 2000 ETF | 2.91M (2.71%) | 18.53K Increased by +0.64% | Dec 29, 23 |
| 7 | Vanguard Small Cap Index | 2.81M (2.61%) | 16.00K Increased by +0.57% | Nov 30, 23 |
| 8 | Vanguard Small Cap Growth Index Inv | 1.58M (1.46%) | 7.99K Increased by +0.51% | Nov 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 1.55M (1.44%) | 29.80K Increased by +1.92% | Nov 30, 23 |
| 10 | MFS New Discovery Value I | 1.53M (1.42%) | -64.27K Decreased by -4.19% | Nov 30, 23 |
| 11 | Vanguard Information Technology ETF | 1.36M (1.27%) | -182.69K Decreased by -13.40% | Nov 30, 23 |
| 12 | Franklin Small Cap Value VIP 1 | 1.36M (1.26%) | -157.51K Decreased by -11.57% | Nov 30, 23 |
| 13 | iShares S&P Small-Cap 600 Value ETF | 1.30M (1.21%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Franklin Mutual Quest Z | 1.29M (1.20%) | -95.27K Decreased by -7.41% | Nov 30, 23 |
| 15 | Fidelity® Small Cap Index | 1.05M (0.97%) | 28.69K Increased by +2.74% | Oct 31, 23 |
| 16 | Cardinal Capital SMID Cap Value Equity | 1.03M (0.95%) | 206.02K Increased by +20.07% | Dec 31, 23 |
| 17 | AB Discovery Value Advisor | 1.00M (0.93%) | -170.07K Decreased by -16.94% | Nov 30, 23 |
| 18 | CC&L Global Alpha - Series A | 951.66K (0.88%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 932.95K (0.87%) | 4.18K Increased by +0.45% | Dec 29, 23 |
| 20 | iShares Russell 2000 Growth ETF | 833.50K (0.77%) | 0.00 Increased by 0.00% | Dec 29, 23 |