| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.77M (17.43%) | 85.13K Increased by +3.08% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 1.62M (10.19%) | 34.73K Increased by +2.15% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 1.14M (7.16%) | 25.19K Increased by +2.22% | Sep 30, 23 |
| 4 | Cooke & Bieler LP | 966.38K (6.09%) | -163.84K Decreased by -16.95% | Sep 30, 23 |
| 5 | Pzena Investment Management, LLC | 679.73K (4.28%) | -17.47K Decreased by -2.57% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 630.04K (3.97%) | -28.32K Decreased by -4.49% | Sep 30, 23 |
| 7 | State Street Corporation | 604.77K (3.81%) | -9.10K Decreased by -1.50% | Sep 30, 23 |
| 8 | Broad Run Investment Management, LLC | 515.76K (3.25%) | -37.44K Decreased by -7.26% | Sep 30, 23 |
| 9 | Pacer Advisors, INC. | 370.00K (2.33%) | 172.13K Increased by +46.52% | Sep 30, 23 |
| 10 | Systematic Financial Management LP | 362.95K (2.29%) | -12.78K Decreased by -3.52% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 343.78K (2.17%) | 8.74K Increased by +2.54% | Sep 30, 23 |
| 12 | Amvescap Plc. | 312.98K (1.97%) | 106.75K Increased by +34.11% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 301.44K (1.90%) | -4.53K Decreased by -1.50% | Sep 30, 23 |
| 14 | WCM Investment Management | 254.67K (1.60%) | -117.14K Decreased by -46.00% | Sep 30, 23 |
| 15 | Northern Trust Corp | 232.97K (1.47%) | -26.05K Decreased by -11.18% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 192.81K (1.22%) | 65.17K Increased by +33.80% | Sep 30, 23 |
| 17 | Pictet Asset Manangement SA | 176.10K (1.11%) | 176.10K Increased by +100.00% | Sep 30, 23 |
| 18 | Bridgeway Capital Management, LLC | 156.40K (0.99%) | 5.06K Increased by +3.23% | Sep 30, 23 |
| 19 | Mesirow Institutional Investment Management, Inc. | 151.22K (0.95%) | -40.68K Decreased by -26.90% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 147.59K (0.93%) | -6.47K Decreased by -4.38% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.10M (6.93%) | 500.00 Increased by +0.05% | Dec 29, 23 |
| 2 | Pacer US Small Cap Cash Cows 100 ETF | 552.78K (3.48%) | 5.15K Increased by +0.93% | Dec 29, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 519.40K (3.27%) | 1.04K Increased by +0.20% | Nov 30, 23 |
| 4 | iShares Russell 2000 ETF | 451.51K (2.85%) | 11.31K Increased by +2.50% | Dec 29, 23 |
| 5 | Hennessy Focus Investor | 341.90K (2.15%) | -96.97K Decreased by -28.36% | Dec 31, 23 |
| 6 | JNL Multi-Manager Small Cap Value I | 265.48K (1.67%) | -89.78K Decreased by -33.82% | Sep 30, 23 |
| 7 | DFA US Small Cap Value I | 260.86K (1.64%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 232.94K (1.47%) | 7.10K Increased by +3.05% | Nov 30, 23 |
| 9 | Vanguard Small Cap Index | 211.15K (1.33%) | 684.00 Increased by +0.32% | Nov 30, 23 |
| 10 | iShares S&P Small-Cap 600 Value ETF | 196.42K (1.24%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | DFA US Targeted Value I | 169.27K (1.07%) | 2.31K Increased by +1.36% | Nov 30, 23 |
| 12 | Fidelity® Small Cap Index | 157.97K (1.00%) | 4.31K Increased by +2.73% | Oct 31, 23 |
| 13 | Vanguard Small Cap Value Index Inv | 148.08K (0.93%) | 1.80K Increased by +1.22% | Nov 30, 23 |
| 14 | iShares Russell 2000 Value ETF | 146.87K (0.93%) | 273.00 Increased by +0.19% | Dec 29, 23 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 139.76K (0.88%) | 630.00 Increased by +0.45% | Dec 29, 23 |
| 16 | Schwab Fundamental US Small Company ETF | 130.34K (0.82%) | 92.00 Increased by +0.07% | Dec 30, 23 |
| 17 | DFA US Micro Cap I | 129.87K (0.82%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Vanguard Tax-Managed Small Cap Adm | 126.50K (0.80%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | DFA US Small Cap I | 124.92K (0.79%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Dimensional US Targeted Value ETF | 121.39K (0.76%) | 0.00 Increased by 0.00% | Dec 29, 23 |