| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.63M (12.08%) | -350.88K Decreased by -13.35% | Sep 30, 23 |
| 2 | Kayne Anderson Rudnick Investment Management LLC | 2.20M (10.10%) | -9.36K Decreased by -0.43% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 2.15M (9.87%) | -68.29K Decreased by -3.18% | Sep 30, 23 |
| 4 | BancFirst Trust & Investment Management | 1.12M (5.15%) | -1.18K Decreased by -0.10% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 953.41K (4.38%) | 429.00 Increased by +0.04% | Sep 30, 23 |
| 6 | State Street Corporation | 741.44K (3.41%) | -74.23K Decreased by -10.01% | Sep 30, 23 |
| 7 | Champlain Investment Partners, LLC | 590.20K (2.71%) | 44.96K Increased by +7.62% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 407.92K (1.87%) | -8.58K Decreased by -2.10% | Sep 30, 23 |
| 9 | Northern Trust Corp | 325.39K (1.50%) | -5.70K Decreased by -1.75% | Sep 30, 23 |
| 10 | Wells Fargo & Co | 263.81K (1.21%) | -4.51K Decreased by -1.71% | Sep 30, 23 |
| 11 | Fuller & Thaler Asset Management Inc | 246.74K (1.13%) | 25.54K Increased by +10.35% | Sep 30, 23 |
| 12 | Bank of New York Mellon Corp | 194.03K (0.89%) | -21.18K Decreased by -10.92% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 164.13K (0.75%) | -13.85K Decreased by -8.44% | Sep 30, 23 |
| 14 | Goldman Sachs Group Inc | 157.44K (0.72%) | 59.13K Increased by +37.56% | Sep 30, 23 |
| 15 | Charles Schwab Investment Management Inc | 157.10K (0.72%) | -2.67K Decreased by -1.70% | Sep 30, 23 |
| 16 | Raymond James & Associates | 91.22K (0.42%) | -1.42K Decreased by -1.56% | Sep 30, 23 |
| 17 | Amvescap Plc. | 87.87K (0.40%) | 21.52K Increased by +24.49% | Sep 30, 23 |
| 18 | Nuveen Asset Management, LLC | 87.39K (0.40%) | -33.48K Decreased by -38.31% | Sep 30, 23 |
| 19 | Bank of America Corp | 80.96K (0.37%) | 11.02K Increased by +13.61% | Sep 30, 23 |
| 20 | Principal Financial Group Inc | 79.14K (0.36%) | -20.50K Decreased by -25.90% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 973.16K (4.47%) | 440.00 Increased by +0.05% | Dec 29, 23 |
| 2 | iShares Russell 2000 ETF | 622.15K (2.86%) | 7.11K Increased by +1.14% | Dec 29, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 575.47K (2.64%) | 1.55K Increased by +0.27% | Nov 30, 23 |
| 4 | Vanguard Small Cap Index | 468.97K (2.16%) | 1.44K Increased by +0.31% | Nov 30, 23 |
| 5 | Champlain Small Company Fund, LLC | 452.92K (2.08%) | -739.00 Decreased by -0.16% | Nov 30, 23 |
| 6 | Virtus KAR Small-Cap Core I | 420.43K (1.93%) | -12.00K Decreased by -2.85% | Sep 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 326.74K (1.50%) | 1.25K Increased by +0.38% | Nov 30, 23 |
| 8 | Champlain Small Company Adv | 245.00K (1.13%) | 25.56K Increased by +10.43% | Sep 30, 23 |
| 9 | DFA US Micro Cap I | 237.25K (1.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 234.48K (1.08%) | 26.20K Increased by +11.17% | Sep 30, 23 |
| 11 | Fuller & Thaler Behavioral Small-Cap Eq | 234.48K (1.08%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Fidelity® Small Cap Index | 212.97K (0.98%) | 6.06K Increased by +2.85% | Oct 31, 23 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 204.86K (0.94%) | 361.00 Increased by +0.18% | Nov 30, 23 |
| 14 | DFA US Small Cap I | 203.42K (0.93%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | iShares Russell 2000 Value ETF | 185.77K (0.85%) | 345.00 Increased by +0.19% | Dec 29, 23 |
| 16 | iShares S&P Small-Cap 600 Growth ETF | 147.39K (0.68%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Vanguard Tax-Managed Small Cap Adm | 133.84K (0.62%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | State St Russell Sm/Mid Cp® Indx NL Cl C | 130.34K (0.60%) | 5.90K Increased by +4.53% | Dec 31, 23 |
| 19 | Old Westbury Small & Mid Cap Strategies | 130.00K (0.60%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 123.23K (0.57%) | 567.00 Increased by +0.46% | Dec 29, 23 |