| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | River Road Asset Management, LLC | 1.48M (11.83%) | -188.13K Decreased by -12.69% | Sep 30, 23 |
| 2 | BlackRock Inc | 1.33M (10.61%) | 45.69K Increased by +3.44% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 807.61K (6.45%) | -9.26K Decreased by -1.15% | Sep 30, 23 |
| 4 | Vanguard Group Inc | 696.86K (5.56%) | -25.42K Decreased by -3.65% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 490.04K (3.91%) | -4.10K Decreased by -0.84% | Sep 30, 23 |
| 6 | Renaissance Technologies Corp | 469.80K (3.75%) | 20.50K Increased by +4.36% | Sep 30, 23 |
| 7 | Mirae Asset Global Investments (Korea) Co Ltd | 395.66K (3.16%) | 32.96K Increased by +8.33% | Sep 30, 23 |
| 8 | AltraVue Capital, LLC | 355.11K (2.83%) | -10.99K Decreased by -3.10% | Sep 30, 23 |
| 9 | State Street Corporation | 336.36K (2.68%) | 4.01K Increased by +1.19% | Sep 30, 23 |
| 10 | JPMorgan Chase & Co | 291.95K (2.33%) | -28.45K Decreased by -9.74% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 264.37K (2.11%) | 4.23K Increased by +1.60% | Sep 30, 23 |
| 12 | Royce & Associates, LP | 194.08K (1.55%) | -243.00 Decreased by -0.13% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 187.94K (1.50%) | -5.02K Decreased by -2.67% | Sep 30, 23 |
| 14 | Azarias Capital Management, L.P. | 173.14K (1.38%) | 47.33K Increased by +27.34% | Sep 30, 23 |
| 15 | John G Ullman & Associates Inc | 163.87K (1.31%) | -3.29K Decreased by -2.01% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 133.04K (1.06%) | -471.00 Decreased by -0.35% | Sep 30, 23 |
| 17 | Northern Trust Corp | 130.46K (1.04%) | -1.86K Decreased by -1.42% | Sep 30, 23 |
| 18 | Keeley-Teton Advisors, LLC | 126.88K (1.01%) | -3.46K Decreased by -2.73% | Sep 30, 23 |
| 19 | Jacobs Levy Equity Management, Inc. | 123.81K (0.99%) | -16.46K Decreased by -13.30% | Sep 30, 23 |
| 20 | Raymond James & Associates | 120.34K (0.96%) | -404.00 Decreased by -0.34% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 427.89K (3.41%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Global X US Infrastructure Dev ETF | 361.60K (2.89%) | -6.43K Decreased by -1.78% | Dec 29, 23 |
| 3 | iShares Russell 2000 ETF | 326.06K (2.60%) | 2.06K Increased by +0.63% | Dec 29, 23 |
| 4 | iShares US Infrastructure ETF | 277.57K (2.22%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 5 | AMG River Road Small Cap Value N | 249.85K (1.99%) | -3.89K Decreased by -1.56% | Nov 30, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 174.04K (1.39%) | 2.90K Increased by +1.66% | Nov 30, 23 |
| 7 | DFA US Targeted Value I | 142.88K (1.14%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Royce Small-Cap Opportunity Invmt | 125.00K (1.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Fidelity® Small Cap Index | 123.11K (0.98%) | 3.37K Increased by +2.74% | Oct 31, 23 |
| 10 | DFA US Micro Cap I | 120.68K (0.96%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | iShares Russell 2000 Value ETF | 118.77K (0.95%) | 222.00 Increased by +0.19% | Dec 29, 23 |
| 12 | Avantis US Small Cap Value ETF | 108.78K (0.87%) | 1.53K Increased by +1.41% | Dec 30, 23 |
| 13 | Strategic Advisers® Small-Mid Cap | 104.01K (0.83%) | -21.24K Decreased by -20.42% | Oct 31, 23 |
| 14 | DFA US Small Cap I | 103.65K (0.83%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 101.56K (0.81%) | -2.10K Decreased by -2.07% | Dec 31, 23 |
| 16 | JNL Multi-Manager Small Cap Value I | 99.07K (0.79%) | -18.14K Decreased by -18.32% | Sep 30, 23 |
| 17 | Dean Small Cap Value | 97.92K (0.78%) | 10.47K Increased by +10.69% | Nov 30, 23 |
| 18 | Keeley Small Cap Dividend Value I | 88.40K (0.71%) | -26.91K Decreased by -30.45% | Oct 31, 23 |
| 19 | Dean Small Cap Value SA | 86.46K (0.69%) | -11.46K Decreased by -13.26% | Dec 31, 23 |
| 20 | Wellington Emerging Companies | 76.10K (0.61%) | 4.60K Increased by +6.04% | Sep 30, 23 |