| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 12.42M (18.79%) | -504.54K Decreased by -4.06% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 7.70M (11.65%) | -98.33K Decreased by -1.28% | Sep 30, 23 |
| 3 | State Street Corporation | 3.85M (5.82%) | 28.24K Increased by +0.73% | Sep 30, 23 |
| 4 | Macquarie Group Ltd | 3.66M (5.54%) | 32.94K Increased by +0.90% | Sep 30, 23 |
| 5 | FMR Inc | 1.79M (2.72%) | -19.26K Decreased by -1.07% | Sep 30, 23 |
| 6 | Renaissance Technologies Corp | 1.65M (2.50%) | 49.80K Increased by +3.01% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 1.59M (2.40%) | 72.56K Increased by +4.57% | Sep 30, 23 |
| 8 | AllianceBernstein L.P. | 1.45M (2.20%) | -501.11K Decreased by -34.47% | Sep 30, 23 |
| 9 | Charles Schwab Investment Management Inc | 1.43M (2.16%) | 77.03K Increased by +5.40% | Sep 30, 23 |
| 10 | Silvercrest Asset Management Group LLC | 1.41M (2.13%) | -55.40K Decreased by -3.93% | Sep 30, 23 |
| 11 | Aristotle Capital Boston, LLC | 1.29M (1.94%) | 14.45K Increased by +1.12% | Sep 30, 23 |
| 12 | Putnam Investments LLC | 1.15M (1.74%) | 50.87K Increased by +4.43% | Sep 30, 23 |
| 13 | Amvescap Plc. | 1.14M (1.72%) | 120.13K Increased by +10.55% | Sep 30, 23 |
| 14 | Northern Trust Corp | 966.01K (1.46%) | 73.08K Increased by +7.56% | Sep 30, 23 |
| 15 | Mesirow Institutional Investment Management, Inc. | 918.41K (1.39%) | 93.19K Increased by +10.15% | Sep 30, 23 |
| 16 | Phocas Financial Corp | 822.99K (1.25%) | -2.69K Decreased by -0.33% | Sep 30, 23 |
| 17 | Arnhold & S. Bleichroeder Advisers, LLC | 814.81K (1.23%) | 235.47K Increased by +28.90% | Sep 30, 23 |
| 18 | LSV Asset Management | 787.77K (1.19%) | -3.50K Decreased by -0.44% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 738.96K (1.12%) | -31.16K Decreased by -4.22% | Sep 30, 23 |
| 20 | Legal & General Group PLC | 600.83K (0.91%) | 2.00K Increased by +0.33% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.51M (6.83%) | 2.06K Increased by +0.05% | Dec 29, 23 |
| 2 | Delaware Small Cap Core I | 2.92M (4.42%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Macquarie US Small Cap Core Equity | 2.92M (4.42%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 4 | Vanguard Real Estate Index Investor | 2.77M (4.20%) | -25.19K Decreased by -0.91% | Nov 30, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.90M (2.88%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | iShares Russell 2000 ETF | 1.86M (2.82%) | 11.87K Increased by +0.64% | Dec 29, 23 |
| 7 | FIAM Small Cap Core CIT Cl B | 1.28M (1.94%) | 13.80K Increased by +1.07% | Oct 31, 23 |
| 8 | FIAM Small Cap Core Composite | 1.27M (1.92%) | -18.10K Decreased by -1.42% | Sep 30, 23 |
| 9 | Putnam Core Equity Fund Y | 1.13M (1.71%) | 85.28K Increased by +7.54% | Dec 31, 23 |
| 10 | Putnam U.S. Core Equity Concentrated | 1.05M (1.58%) | 31.14K Increased by +2.98% | Sep 30, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 957.39K (1.45%) | 46.38K Increased by +4.84% | Nov 30, 23 |
| 12 | First Eagle Small Cap Opportunity I | 789.90K (1.20%) | 6.36K Increased by +0.81% | Nov 30, 23 |
| 13 | First Eagle US Small Cap Strategy | 759.01K (1.15%) | 230.64K Increased by +30.39% | Sep 30, 23 |
| 14 | Fidelity® Small Cap Index | 678.92K (1.03%) | 15.40K Increased by +2.27% | Oct 31, 23 |
| 15 | iShares Russell 2000 Value ETF | 664.09K (1.00%) | 1.24K Increased by +0.19% | Dec 29, 23 |
| 16 | Phocas Small Cap Value Equity | 626.88K (0.95%) | 7.31K Increased by +1.17% | Dec 31, 23 |
| 17 | Vanguard Tax-Managed Small Cap Adm | 572.24K (0.87%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 570.69K (0.86%) | 2.60K Increased by +0.46% | Dec 29, 23 |
| 19 | Invesco KBW Premium Yield Eq REIT ETF | 547.84K (0.83%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | iShares S&P Small-Cap 600 Value ETF | 540.30K (0.82%) | 0.00 Increased by 0.00% | Dec 29, 23 |