| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.59M (13.82%) | 569.57K Increased by +5.94% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 8.06M (11.62%) | 749.37K Increased by +9.30% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 3.70M (5.33%) | 118.25K Increased by +3.20% | Sep 30, 23 |
| 4 | State Street Corporation | 3.16M (4.56%) | 19.09K Increased by +0.60% | Sep 30, 23 |
| 5 | Goldman Sachs Group Inc | 2.54M (3.66%) | 2.03M Increased by +79.79% | Sep 30, 23 |
| 6 | Charles Schwab Investment Management Inc | 2.03M (2.92%) | 82.53K Increased by +4.07% | Sep 30, 23 |
| 7 | Massachusetts Financial Services Company | 1.65M (2.38%) | 75.75K Increased by +4.58% | Sep 30, 23 |
| 8 | Principal Financial Group Inc | 1.54M (2.22%) | 124.85K Increased by +8.11% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 1.52M (2.19%) | 23.33K Increased by +1.54% | Sep 30, 23 |
| 10 | LSV Asset Management | 1.14M (1.65%) | -82.90K Decreased by -7.25% | Sep 30, 23 |
| 11 | T. Rowe Price Investment Management,Inc. | 1.12M (1.61%) | 14.02K Increased by +1.26% | Sep 30, 23 |
| 12 | Northern Trust Corp | 1.01M (1.46%) | -143.76K Decreased by -14.17% | Sep 30, 23 |
| 13 | BTIM Corp | 967.15K (1.39%) | 58.73K Increased by +6.07% | Sep 30, 23 |
| 14 | Nuveen Asset Management, LLC | 937.82K (1.35%) | 43.30K Increased by +4.62% | Sep 30, 23 |
| 15 | Amvescap Plc. | 927.54K (1.34%) | -370.84K Decreased by -39.98% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 884.74K (1.28%) | -74.74K Decreased by -8.45% | Sep 30, 23 |
| 17 | GW&K Investment Management, LLC | 852.12K (1.23%) | 10.15K Increased by +1.19% | Sep 30, 23 |
| 18 | Ameriprise Financial Inc | 840.41K (1.21%) | 133.29K Increased by +15.86% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 823.89K (1.19%) | 260.07K Increased by +31.57% | Sep 30, 23 |
| 20 | American Century Companies Inc | 738.79K (1.07%) | 83.37K Increased by +11.28% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.85M (6.99%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.17M (3.13%) | 4.36K Increased by +0.20% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 1.79M (2.57%) | 10.01K Increased by +0.56% | Nov 30, 23 |
| 4 | iShares Russell 2000 ETF | 1.54M (2.21%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Vanguard Small Cap Value Index Inv | 1.24M (1.79%) | 2.10K Increased by +0.17% | Nov 30, 23 |
| 6 | MFS New Discovery Value I | 1.20M (1.73%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Schwab US Dividend Equity ETF™ | 1.16M (1.68%) | 688.00 Increased by +0.06% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.02M (1.47%) | 8.12K Increased by +0.79% | Nov 30, 23 |
| 9 | Avantis US Small Cap Value ETF | 711.51K (1.03%) | 948.00 Increased by +0.13% | Nov 30, 23 |
| 10 | Fidelity® Small Cap Index | 653.10K (0.94%) | 14.16K Increased by +2.17% | Sep 30, 23 |
| 11 | T. Rowe Price Small-Cap Value | 634.70K (0.91%) | -1.40K Decreased by -0.22% | Sep 30, 23 |
| 12 | iShares Russell 2000 Value ETF | 631.02K (0.91%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | DFA US Small Cap Value I | 606.49K (0.87%) | 4.41K Increased by +0.73% | Oct 31, 23 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 605.18K (0.87%) | 272.00 Increased by +0.04% | Nov 30, 23 |
| 15 | Principal Small-MidCap Dividend Inc Inst | 536.88K (0.77%) | -3.59K Decreased by -0.67% | Nov 30, 23 |
| 16 | DFA US Small Cap I | 512.26K (0.74%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | Dimensional US Targeted Value ETF | 510.85K (0.74%) | 644.00 Increased by +0.13% | Nov 30, 23 |