| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.30M (18.02%) | -264.86K Decreased by -4.20% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 4.63M (13.23%) | -15.53K Decreased by -0.34% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 2.97M (8.50%) | 51.90K Increased by +1.74% | Sep 30, 23 |
| 4 | Franklin Resources Inc | 2.31M (6.60%) | -3.00 Decreased by -0.00% | Sep 30, 23 |
| 5 | State Street Corporation | 1.35M (3.85%) | -2.98K Decreased by -0.22% | Sep 30, 23 |
| 6 | Amvescap Plc. | 1.33M (3.80%) | 199.26K Increased by +15.00% | Sep 30, 23 |
| 7 | Charles Schwab Investment Management Inc | 861.16K (2.46%) | 28.95K Increased by +3.36% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 723.83K (2.07%) | 29.59K Increased by +4.09% | Sep 30, 23 |
| 9 | Aristotle Capital Boston, LLC | 694.12K (1.98%) | -6.00 Decreased by -0.00% | Sep 30, 23 |
| 10 | JPMorgan Chase & Co | 670.47K (1.92%) | 19.04K Increased by +2.84% | Sep 30, 23 |
| 11 | First Trust Advisors L.P. | 659.00K (1.88%) | 178.01K Increased by +27.01% | Sep 30, 23 |
| 12 | Tributary Capital Management, LLC | 584.35K (1.67%) | 8.04K Increased by +1.38% | Sep 30, 23 |
| 13 | Royce & Associates, LP | 475.97K (1.36%) | -230.00 Decreased by -0.05% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 454.59K (1.30%) | 1.02K Increased by +0.23% | Sep 30, 23 |
| 15 | Northern Trust Corp | 392.79K (1.12%) | -392.62K Decreased by -99.96% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 367.54K (1.05%) | -110.70K Decreased by -30.12% | Sep 30, 23 |
| 17 | Heartland Advisors Inc | 350.15K (1.00%) | 75.15K Increased by +21.46% | Sep 30, 23 |
| 18 | AQR Capital Management LLC | 273.82K (0.78%) | -15.61K Decreased by -5.70% | Sep 30, 23 |
| 19 | Arnhold & S. Bleichroeder Advisers, LLC | 249.81K (0.71%) | 135.93K Increased by +54.41% | Sep 30, 23 |
| 20 | Nuveen Asset Management, LLC | 239.78K (0.69%) | -11.21K Decreased by -4.67% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.39M (6.82%) | -34.50K Decreased by -1.45% | Dec 29, 23 |
| 2 | Franklin Small Cap Value A | 1.60M (4.57%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Franklin Small Cap Value SMA Composite | 1.60M (4.57%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Franklin US Small Cap Value Equity | 1.60M (4.57%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.06M (3.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | iShares Russell 2000 ETF | 957.33K (2.74%) | 6.11K Increased by +0.64% | Dec 29, 23 |
| 7 | DFA US Small Cap Value I | 895.16K (2.56%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Vanguard Small Cap Index | 879.66K (2.51%) | 8.86K Increased by +1.01% | Nov 30, 23 |
| 9 | First Trust SMID Cp Rising Div Achv ETF | 856.42K (2.45%) | 5.21K Increased by +0.61% | Dec 28, 23 |
| 10 | Vanguard Information Technology ETF | 756.96K (2.16%) | 9.46K Increased by +1.25% | Nov 30, 23 |
| 11 | Vanguard Small Cap Value Index Inv | 610.58K (1.75%) | 5.17K Increased by +0.85% | Nov 30, 23 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 501.71K (1.43%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 495.45K (1.42%) | 1.22K Increased by +0.25% | Nov 30, 23 |
| 14 | Invesco Small Cap Value A | 492.00K (1.41%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Schwab Fundamental US Small Company ETF | 478.76K (1.37%) | 342.00 Increased by +0.07% | Dec 30, 23 |
| 16 | Tributary Small Cap Equity | 453.41K (1.30%) | -4.38K Decreased by -0.97% | Dec 31, 23 |
| 17 | Franklin Small Cap Value VIP 1 | 414.75K (1.19%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | DFA US Targeted Value I | 386.97K (1.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Tributary Small Company Instl | 382.37K (1.09%) | -2.96K Decreased by -0.77% | Nov 30, 23 |
| 20 | Fidelity® Small Cap Index | 341.73K (0.98%) | 10.54K Increased by +3.08% | Oct 31, 23 |