| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kohlberg Kravis Roberts & Co LP | 50.63M (128.02%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | BlackRock Inc | 4.65M (11.74%) | -68.00K Decreased by -1.46% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 4.02M (10.16%) | 13.77K Increased by +0.34% | Sep 30, 23 |
| 4 | Macquarie Group Ltd | 3.28M (8.30%) | 58.60K Increased by +1.78% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 3.03M (7.65%) | -432.09K Decreased by -14.28% | Sep 30, 23 |
| 6 | Cooke & Bieler LP | 3.00M (7.59%) | -322.33K Decreased by -10.73% | Sep 30, 23 |
| 7 | Dimensional Fund Advisors, Inc. | 1.64M (4.14%) | 291.78K Increased by +17.83% | Sep 30, 23 |
| 8 | Punch & Associates Inv Mgmt Inc | 1.46M (3.70%) | 13.82K Increased by +0.94% | Sep 30, 23 |
| 9 | Charles Schwab Investment Management Inc | 1.05M (2.64%) | 78.61K Increased by +7.52% | Sep 30, 23 |
| 10 | State Street Corporation | 882.61K (2.23%) | 170.00 Increased by +0.02% | Sep 30, 23 |
| 11 | Peregrine Capital Management,LLC | 845.16K (2.14%) | -36.20K Decreased by -4.28% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 815.42K (2.06%) | 34.91K Increased by +4.28% | Sep 30, 23 |
| 13 | Smith Graham & Co Inv Adv, L.P.** | 729.08K (1.84%) | 729.08K Increased by +100.00% | Sep 30, 23 |
| 14 | AQR Capital Management LLC | 699.19K (1.77%) | -84.79K Decreased by -12.13% | Sep 30, 23 |
| 15 | Bridgeway Capital Management, LLC | 572.30K (1.45%) | 16.43K Increased by +2.87% | Sep 30, 23 |
| 16 | Federated Hermes Inc | 523.46K (1.32%) | -7.33K Decreased by -1.40% | Sep 30, 23 |
| 17 | Hillsdale Investment Management Inc. | 512.30K (1.30%) | 512.30K Increased by +100.00% | Sep 30, 23 |
| 18 | Northern Trust Corp | 403.57K (1.02%) | 33.04K Increased by +8.19% | Sep 30, 23 |
| 19 | Goldman Sachs Group Inc | 400.12K (1.01%) | -56.61K Decreased by -14.15% | Sep 30, 23 |
| 20 | Nuveen Asset Management, LLC | 368.83K (0.93%) | 152.61K Increased by +41.38% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Delaware Small Cap Core I | 2.69M (6.79%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Macquarie US Small Cap Core Equity | 2.18M (5.52%) | -502.80K Decreased by -23.02% | Dec 31, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.22M (3.08%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Franklin Emerging Mkt Dbt Opp (USD) Comp | 1.15M (2.91%) | 1.15M Increased by +100.00% | Sep 30, 23 |
| 5 | iShares Russell 2000 ETF | 1.12M (2.83%) | 7.14K Increased by +0.64% | Dec 29, 23 |
| 6 | Vanguard Small Cap Index | 1.08M (2.74%) | 3.34K Increased by +0.31% | Nov 30, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 746.01K (1.89%) | -1.18K Decreased by -0.16% | Nov 30, 23 |
| 8 | Schwab Fundamental US Small Company ETF | 636.66K (1.61%) | 454.00 Increased by +0.07% | Dec 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 557.37K (1.41%) | 1.61K Increased by +0.29% | Nov 30, 23 |
| 10 | DFA US Small Cap Value I | 523.59K (1.32%) | 13.35K Increased by +2.55% | Nov 30, 23 |
| 11 | JNL Multi-Manager Small Cap Value I | 488.57K (1.24%) | -81.60K Decreased by -16.70% | Sep 30, 23 |
| 12 | BlackRock Advantage Small Cap Core Instl | 487.56K (1.23%) | -7.94K Decreased by -1.63% | Nov 30, 23 |
| 13 | Federated Hermes MDT SCC Institutional | 483.90K (1.22%) | -7.40K Decreased by -1.53% | Sep 30, 23 |
| 14 | Federated Hermes MDT Small Cap Core IS | 483.90K (1.22%) | -7.40K Decreased by -1.53% | Sep 30, 23 |
| 15 | JHancock Small Cap Value NAV | 473.80K (1.20%) | -52.61K Decreased by -11.10% | Nov 30, 23 |
| 16 | Fidelity® Small Cap Index | 398.17K (1.01%) | 9.51K Increased by +2.39% | Oct 31, 23 |
| 17 | iShares Russell 2000 Value ETF | 397.45K (1.00%) | 741.00 Increased by +0.19% | Dec 29, 23 |
| 18 | JHVIT Small Cap Value NAV | 386.21K (0.98%) | -42.69K Decreased by -11.05% | Nov 30, 23 |
| 19 | NB Private Equity Partners Class A Ord | 379.82K (0.96%) | -613.00 Decreased by -0.16% | Oct 31, 23 |
| 20 | Bridgeway Omni Small-Cap Value | 372.50K (0.94%) | 0.00 Increased by 0.00% | Sep 30, 23 |