| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Engaged Capital LLC | 12.45M (44.63%) | -900.43K Decreased by -7.23% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 4.00M (14.33%) | 88.19K Increased by +2.21% | Sep 30, 23 |
| 3 | Cresset Asset Management, LLC | 3.00M (10.75%) | 999.19K Increased by +33.31% | Sep 30, 23 |
| 4 | QVIDTVM Management LLC | 2.48M (8.88%) | 411.23K Increased by +16.60% | Sep 30, 23 |
| 5 | BlackRock Inc | 2.18M (7.82%) | -43.77K Decreased by -2.01% | Sep 30, 23 |
| 6 | Fayez Sarofim & Company | 1.70M (6.08%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | KIM, LLC | 1.04M (3.72%) | -38.13K Decreased by -3.67% | Sep 30, 23 |
| 8 | Silver Rock Financial LP | 859.99K (3.08%) | -250.00K Decreased by -29.07% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 764.88K (2.74%) | 29.60K Increased by +3.87% | Sep 30, 23 |
| 10 | State Street Corporation | 585.43K (2.10%) | 3.68K Increased by +0.63% | Sep 30, 23 |
| 11 | Gilder Gagnon Howe & CO LLC | 570.17K (2.04%) | -17.15K Decreased by -3.01% | Sep 30, 23 |
| 12 | PNC Financial Services Group Inc | 479.93K (1.72%) | 479.48K Increased by +99.91% | Sep 30, 23 |
| 13 | Anchor Capital Advisors Inc | 376.15K (1.35%) | 152.79K Increased by +40.62% | Sep 30, 23 |
| 14 | Northern Trust Corp | 311.53K (1.12%) | -9.86K Decreased by -3.17% | Sep 30, 23 |
| 15 | Charles Schwab Investment Management Inc | 296.08K (1.06%) | 10.29K Increased by +3.48% | Sep 30, 23 |
| 16 | Wells Fargo & Co | 151.24K (0.54%) | -5.53K Decreased by -3.66% | Sep 30, 23 |
| 17 | Beacon Pointe Advisors, LLC | 137.97K (0.49%) | 137.97K Increased by +100.00% | Sep 30, 23 |
| 18 | Zazove Associates LLC | 137.12K (0.49%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Goldman Sachs Group Inc | 129.84K (0.47%) | 12.74K Increased by +9.81% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 107.88K (0.39%) | 1.47K Increased by +1.36% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.20M (4.31%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Small Cap Index | 1.18M (4.25%) | 3.65K Increased by +0.31% | Nov 30, 23 |
| 3 | iShares Russell 2000 ETF | 1.00M (3.60%) | 6.36K Increased by +0.63% | Dec 29, 23 |
| 4 | Vanguard Small Cap Value Index Inv | 819.89K (2.94%) | -1.29K Decreased by -0.16% | Nov 30, 23 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 524.88K (1.88%) | 16.90K Increased by +3.22% | Nov 30, 23 |
| 6 | Fidelity® Small Cap Index | 363.08K (1.30%) | 8.60K Increased by +2.37% | Oct 31, 23 |
| 7 | iShares Russell 2000 Growth ETF | 326.61K (1.17%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 8 | State St Russell Sm/Mid Cp® Indx NL Cl C | 209.28K (0.75%) | 31.10K Increased by +14.86% | Dec 31, 23 |
| 9 | Fidelity® Extended Market Index | 201.15K (0.72%) | 25.33K Increased by +12.59% | Nov 30, 23 |
| 10 | Schwab US Small-Cap ETF™ | 194.49K (0.70%) | 87.00 Increased by +0.04% | Dec 30, 23 |
| 11 | WesMark Small Company Fund | 154.00K (0.55%) | 82.00K Increased by +53.25% | Dec 31, 23 |
| 12 | State St Russell Sm Cap® Indx SL Cl I | 134.95K (0.48%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 13 | Vanguard Russell 2000 ETF | 112.80K (0.40%) | 1.08K Increased by +0.96% | Nov 30, 23 |
| 14 | NT R2000 Index Fund - NL | 103.66K (0.37%) | -3.53K Decreased by -3.41% | Sep 30, 23 |
| 15 | NT R2000 Growth Index Fund - NL | 103.23K (0.37%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | BlackRock Extended Mkt Composite | 87.28K (0.31%) | 652.00 Increased by +0.75% | Sep 30, 23 |
| 17 | Schwab Small Cap Index | 85.23K (0.31%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | NT R2000 Index Fund - DC - NL - 2 | 81.95K (0.29%) | -2.70K Decreased by -3.30% | Sep 30, 23 |
| 19 | TIAA-CREF Small-Cap Blend Idx Inst | 78.57K (0.28%) | 28.09K Increased by +35.75% | Nov 30, 23 |
| 20 | BlackRock Extended Equity Market K | 75.18K (0.27%) | -151.00 Decreased by -0.20% | Dec 31, 23 |