| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.38M (12.86%) | 136.30K Increased by +1.85% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 6.40M (11.16%) | 130.11K Increased by +2.03% | Sep 30, 23 |
| 3 | State Street Corporation | 2.27M (3.96%) | 271.00 Increased by +0.01% | Sep 30, 23 |
| 4 | First Trust Advisors L.P. | 1.41M (2.45%) | 85.59K Increased by +6.08% | Sep 30, 23 |
| 5 | Victory Capital Management Inc. | 1.31M (2.28%) | -876.82K Decreased by -66.94% | Sep 30, 23 |
| 6 | FMR Inc | 1.25M (2.19%) | 6.42K Increased by +0.51% | Sep 30, 23 |
| 7 | Macquarie Group Ltd | 1.22M (2.14%) | -66.34K Decreased by -5.42% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 1.21M (2.11%) | 48.60K Increased by +4.02% | Sep 30, 23 |
| 9 | DePrince Race & Zollo Inc | 931.50K (1.62%) | -13.07K Decreased by -1.40% | Sep 30, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 864.04K (1.51%) | 80.89K Increased by +9.36% | Sep 30, 23 |
| 11 | Amvescap Plc. | 829.56K (1.45%) | 101.23K Increased by +12.20% | Sep 30, 23 |
| 12 | Bank of New York Mellon Corp | 791.99K (1.38%) | 1.61K Increased by +0.20% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 724.94K (1.26%) | -120.71K Decreased by -16.65% | Sep 30, 23 |
| 14 | Charles Schwab Investment Management Inc | 694.80K (1.21%) | 21.94K Increased by +3.16% | Sep 30, 23 |
| 15 | Aristotle Capital Boston, LLC | 691.23K (1.21%) | -7.19K Decreased by -1.04% | Sep 30, 23 |
| 16 | CBRE Investment Management Listed Real Assets LLC | 685.73K (1.20%) | 93.18K Increased by +13.59% | Sep 30, 23 |
| 17 | Northern Trust Corp | 684.81K (1.19%) | -20.83K Decreased by -3.04% | Sep 30, 23 |
| 18 | American Century Companies Inc | 564.12K (0.98%) | 129.10K Increased by +22.89% | Sep 30, 23 |
| 19 | Nuveen Asset Management, LLC | 546.11K (0.95%) | 16.71K Increased by +3.06% | Sep 30, 23 |
| 20 | Old Republic International Corp | 545.10K (0.95%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.81M (3.15%) | 18.20K Increased by +1.01% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.74M (3.04%) | -316.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | iShares Russell 2000 ETF | 1.57M (2.74%) | 20.73K Increased by +1.32% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 1.49M (2.59%) | 4.56K Increased by +0.31% | Nov 30, 23 |
| 5 | First Trust Value Line® Dividend ETF | 1.08M (1.88%) | -61.59K Decreased by -5.72% | Dec 28, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 1.03M (1.80%) | 1.10K Increased by +0.11% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 805.69K (1.40%) | 7.40K Increased by +0.92% | Nov 30, 23 |
| 8 | Fidelity® Small Cap Index | 557.41K (0.97%) | 14.99K Increased by +2.69% | Oct 31, 23 |
| 9 | iShares Russell 2000 Value ETF | 557.35K (0.97%) | 3.09K Increased by +0.55% | Dec 29, 23 |
| 10 | American Beacon Small Cp Val R5 | 465.95K (0.81%) | -1.80K Decreased by -0.39% | Nov 30, 23 |
| 11 | SPDR® S&P MIDCAP 400 ETF Trust | 459.62K (0.80%) | -3.96K Decreased by -0.86% | Nov 30, 23 |
| 12 | American Century Small Cap Value Inv | 445.00K (0.78%) | 105.00K Increased by +23.60% | Sep 30, 23 |
| 13 | American Century U.S. Small Cap Value | 445.00K (0.78%) | 105.00K Increased by +23.60% | Sep 30, 23 |
| 14 | Delaware Small Cap Value A | 438.90K (0.77%) | -21.70K Decreased by -4.94% | Nov 30, 23 |
| 15 | Invesco High Yield Eq Div Achiev™ ETF | 403.53K (0.70%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 16 | FIAM Small Cap Core CIT Cl B | 396.91K (0.69%) | 4.30K Increased by +1.08% | Oct 31, 23 |
| 17 | Strategic Advisers® Fidelity US TtlStk | 393.60K (0.69%) | 11.12K Increased by +2.83% | Nov 30, 23 |
| 18 | FIAM Small Cap Core Composite | 392.61K (0.68%) | -3.09K Decreased by -0.79% | Sep 30, 23 |
| 19 | iShares S&P Mid-Cap 400 Value ETF | 353.07K (0.62%) | -2.98K Decreased by -0.85% | Nov 29, 23 |
| 20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 339.16K (0.59%) | 0.00 Increased by 0.00% | Dec 31, 23 |