| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.82M (14.90%) | -49.81K Decreased by -1.30% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 2.07M (8.08%) | -18.63K Decreased by -0.90% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 1.52M (5.92%) | 6.26K Increased by +0.41% | Sep 30, 23 |
| 4 | Goldman Sachs Group Inc | 1.51M (5.90%) | 997.59K Increased by +65.88% | Sep 30, 23 |
| 5 | Harbor Advisors LLC | 1.39M (5.42%) | 1.39M Increased by +100.00% | Jun 30, 23 |
| 6 | Nantahala Capital Management, LLC | 1.23M (4.81%) | -169.18K Decreased by -13.70% | Sep 30, 23 |
| 7 | State Street Corporation | 1.22M (4.75%) | -80.49K Decreased by -6.60% | Sep 30, 23 |
| 8 | FMR Inc | 1.10M (4.27%) | -139.04K Decreased by -12.69% | Sep 30, 23 |
| 9 | Philosophy Capital Management LLC | 632.84K (2.47%) | -2.31K Decreased by -0.36% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 623.45K (2.43%) | 56.46K Increased by +9.06% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 509.45K (1.99%) | 183.55K Increased by +36.03% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 377.36K (1.47%) | 51.72K Increased by +13.70% | Sep 30, 23 |
| 13 | Austin Asset Management Co Inc | 360.46K (1.41%) | -12.82K Decreased by -3.56% | Dec 31, 23 |
| 14 | UBS Asset Mgmt Americas Inc | 349.25K (1.36%) | -31.68K Decreased by -9.07% | Sep 30, 23 |
| 15 | Adirondack Retirement Specialists, INC. | 339.71K (1.32%) | 10.91K Increased by +3.21% | Sep 30, 23 |
| 16 | Jacobs Levy Equity Management, Inc. | 312.78K (1.22%) | -49.42K Decreased by -15.80% | Sep 30, 23 |
| 17 | Public Sector Pension Investment Board | 307.96K (1.20%) | -15.36K Decreased by -4.99% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 303.80K (1.18%) | 3.73K Increased by +1.23% | Sep 30, 23 |
| 19 | American Century Companies Inc | 301.41K (1.18%) | 24.71K Increased by +8.20% | Sep 30, 23 |
| 20 | Northern Trust Corp | 281.30K (1.10%) | -5.96K Decreased by -2.12% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.74M (6.79%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 853.48K (3.33%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | iShares Russell 2000 ETF | 629.39K (2.45%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 4 | Fidelity® Series Small Cap Opps | 603.70K (2.35%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 368.61K (1.44%) | 5.94K Increased by +1.61% | Nov 30, 23 |
| 6 | DFA US Micro Cap I | 287.66K (1.12%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Avantis US Small Cap Value ETF | 277.30K (1.08%) | 828.00 Increased by +0.30% | Dec 30, 23 |
| 8 | DFA US Targeted Value I | 267.17K (1.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | SPDR® S&P Regional Banking ETF | 264.96K (1.03%) | 171.00 Increased by +0.06% | Dec 31, 23 |
| 10 | Fidelity® Stock Selector Small Cap | 264.20K (1.03%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 11 | Fidelity® Small Cap Index | 258.34K (1.01%) | 7.45K Increased by +2.88% | Oct 31, 23 |
| 12 | iShares S&P Small-Cap 600 Growth ETF | 249.21K (0.97%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 13 | SPDR® Portfolio S&P 600 Sm Cap ETF | 223.78K (0.87%) | 1.01K Increased by +0.45% | Dec 29, 23 |
| 14 | Orchard Small Cap Value ESG | 218.34K (0.85%) | 0.00 Increased by 0.00% | Aug 31, 23 |
| 15 | Orchard US Small Cap Value USD Instl 1 | 218.34K (0.85%) | 0.00 Increased by 0.00% | Aug 31, 23 |
| 16 | DFA US Small Cap I | 208.04K (0.81%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Vanguard Tax-Managed Small Cap Adm | 207.62K (0.81%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Fidelity Advisor® Stock Selec Mid Cp I | 189.95K (0.74%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Dimensional US Targeted Value ETF | 184.29K (0.72%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | CREF Stock R1 | 177.04K (0.69%) | 0.00 Increased by 0.00% | Nov 30, 23 |