| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 865.33K (8.48%) | -221.21K Decreased by -25.56% | Sep 30, 23 |
| 2 | FMR Inc | 599.85K (5.88%) | 325.93K Increased by +54.34% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 525.55K (5.15%) | 6.76K Increased by +1.29% | Sep 30, 23 |
| 4 | Boston Partners Global Investors, Inc | 476.38K (4.67%) | -18.39K Decreased by -3.86% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 449.55K (4.41%) | -6.93K Decreased by -1.54% | Sep 30, 23 |
| 6 | Principal Financial Group Inc | 323.91K (3.18%) | -9.49K Decreased by -2.93% | Sep 30, 23 |
| 7 | Copeland Capital Management, LLC | 288.40K (2.83%) | -36.89K Decreased by -12.79% | Sep 30, 23 |
| 8 | Charles Schwab Investment Management Inc | 240.10K (2.35%) | -14.89K Decreased by -6.20% | Sep 30, 23 |
| 9 | State Street Corporation | 200.40K (1.96%) | 1.84K Increased by +0.92% | Sep 30, 23 |
| 10 | Wellington Management Company LLP | 195.91K (1.92%) | -29.21K Decreased by -14.91% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 193.31K (1.90%) | 9.99K Increased by +5.17% | Sep 30, 23 |
| 12 | Rice Hall James & Associates, LLC | 172.03K (1.69%) | -13.79K Decreased by -8.02% | Sep 30, 23 |
| 13 | Loomis, Sayles & Company LP | 132.04K (1.29%) | -1.92K Decreased by -1.45% | Sep 30, 23 |
| 14 | Weybosset Research & Management LLC | 120.80K (1.18%) | -2.06K Decreased by -1.71% | Sep 30, 23 |
| 15 | Millennium Management LLC | 113.52K (1.11%) | 24.12K Increased by +21.25% | Sep 30, 23 |
| 16 | Northern Trust Corp | 112.99K (1.11%) | -528.00 Decreased by -0.47% | Sep 30, 23 |
| 17 | Eagle Asset Management, Inc. | 91.29K (0.90%) | -2.55K Decreased by -2.79% | Sep 30, 23 |
| 18 | American Century Companies Inc | 77.71K (0.76%) | 10.13K Increased by +13.04% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 77.46K (0.76%) | -4.50K Decreased by -5.81% | Sep 30, 23 |
| 20 | JPMorgan Chase & Co | 76.45K (0.75%) | 13.73K Increased by +17.96% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity® Low-Priced Stock | 315.64K (3.09%) | 26.22K Increased by +8.31% | Oct 31, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 270.39K (2.65%) | 683.00 Increased by +0.25% | Nov 30, 23 |
| 3 | iShares Russell 2000 ETF | 260.96K (2.56%) | 6.20K Increased by +2.38% | Dec 29, 23 |
| 4 | Schwab US Dividend Equity ETF™ | 146.14K (1.43%) | 20.00 Increased by +0.01% | Dec 30, 23 |
| 5 | Principal Small-MidCap Dividend Inc Inst | 130.13K (1.28%) | -6.16K Decreased by -4.74% | Nov 30, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 123.50K (1.21%) | 1.45K Increased by +1.17% | Nov 30, 23 |
| 7 | Principal Edge SMA SMID Dividend Income | 110.76K (1.09%) | -175.00 Decreased by -0.16% | Dec 31, 23 |
| 8 | Fidelity® Small Cap Index | 86.84K (0.85%) | 2.22K Increased by +2.55% | Oct 31, 23 |
| 9 | DFA US Micro Cap I | 80.63K (0.79%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | iShares Global Agriculture ETF Comm | 75.44K (0.74%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 11 | iShares Russell 2000 Value ETF | 74.12K (0.73%) | 138.00 Increased by +0.19% | Dec 29, 23 |
| 12 | Avantis US Small Cap Value ETF | 74.00K (0.73%) | 522.00 Increased by +0.71% | Dec 30, 23 |
| 13 | Matthew 25 | 70.50K (0.69%) | -9.50K Decreased by -13.48% | Sep 30, 23 |
| 14 | DFA US Small Cap I | 70.44K (0.69%) | -3.34K Decreased by -4.75% | Nov 30, 23 |
| 15 | Eagle Small Cap Core Inst'l | 67.28K (0.66%) | -1.57K Decreased by -2.34% | Sep 30, 23 |
| 16 | DFA US Targeted Value I | 64.66K (0.63%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Boston Partners Small Cap Value II Inv | 60.51K (0.59%) | -974.00 Decreased by -1.61% | Oct 31, 23 |
| 18 | Foundry Partners Micro Cap Value | 54.42K (0.53%) | -6.30K Decreased by -11.58% | Sep 30, 23 |
| 19 | Boston Partners Small Cap Value Equity | 54.20K (0.53%) | -879.00 Decreased by -1.62% | Sep 30, 23 |
| 20 | Boston Partners Small Cap Value SMA | 54.20K (0.53%) | -879.00 Decreased by -1.62% | Sep 30, 23 |