| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.18M (15.08%) | -27.17K Decreased by -1.25% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 1.78M (12.31%) | -13.41K Decreased by -0.75% | Sep 30, 23 |
| 3 | Westwood Holdings Group Inc | 658.23K (4.55%) | 32.52K Increased by +4.94% | Sep 30, 23 |
| 4 | State Street Corporation | 632.73K (4.37%) | -46.88K Decreased by -7.41% | Sep 30, 23 |
| 5 | Macquarie Group Ltd | 543.91K (3.76%) | -24.69K Decreased by -4.54% | Sep 30, 23 |
| 6 | Dimensional Fund Advisors, Inc. | 536.70K (3.71%) | 8.04K Increased by +1.50% | Sep 30, 23 |
| 7 | Charles Schwab Investment Management Inc | 397.78K (2.75%) | 16.12K Increased by +4.05% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 320.53K (2.22%) | 7.22K Increased by +2.25% | Sep 30, 23 |
| 9 | Northern Trust Corp | 282.99K (1.96%) | -3.06K Decreased by -1.08% | Sep 30, 23 |
| 10 | City Holding Co | 272.51K (1.88%) | -3.69K Decreased by -1.35% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 207.99K (1.44%) | -4.14K Decreased by -1.99% | Sep 30, 23 |
| 12 | Robeco Institutional Asset Management BV | 196.12K (1.36%) | -7.36K Decreased by -3.75% | Sep 30, 23 |
| 13 | Barr E S & Co | 171.68K (1.19%) | -81.77K Decreased by -47.63% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 171.38K (1.18%) | -7.65K Decreased by -4.46% | Sep 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 153.47K (1.06%) | -957.00 Decreased by -0.62% | Sep 30, 23 |
| 16 | Amvescap Plc. | 85.32K (0.59%) | -25.16K Decreased by -29.49% | Sep 30, 23 |
| 17 | Principal Financial Group Inc | 84.50K (0.58%) | -3.57K Decreased by -4.22% | Sep 30, 23 |
| 18 | Bridgeway Capital Management, LLC | 72.40K (0.50%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Bank of America Corp | 70.78K (0.49%) | 813.00 Increased by +1.15% | Sep 30, 23 |
| 20 | American Century Companies Inc | 70.00K (0.48%) | 2.92K Increased by +4.18% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 983.28K (6.80%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 2 | Delaware Small Cap Core I | 443.62K (3.07%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Macquarie US Small Cap Core Equity | 443.62K (3.07%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 435.60K (3.01%) | 1.30K Increased by +0.30% | Nov 30, 23 |
| 5 | Vanguard Small Cap Index | 369.16K (2.55%) | 1.14K Increased by +0.31% | Nov 30, 23 |
| 6 | iShares Russell 2000 ETF | 348.99K (2.41%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 256.09K (1.77%) | -396.00 Decreased by -0.15% | Nov 30, 23 |
| 8 | Schwab US Dividend Equity ETF™ | 236.41K (1.63%) | 34.00 Increased by +0.01% | Dec 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 217.57K (1.50%) | 361.00 Increased by +0.17% | Nov 30, 23 |
| 10 | Westwood Mgt SmallCap Value | 212.97K (1.47%) | -33.29K Decreased by -15.63% | Dec 31, 23 |
| 11 | Westwood Quality SmallCap Fund Inst | 212.97K (1.47%) | -33.29K Decreased by -15.63% | Dec 31, 23 |
| 12 | iShares S&P Small-Cap 600 Growth ETF | 152.45K (1.05%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Fidelity® Small Cap Index | 143.54K (0.99%) | 4.26K Increased by +2.97% | Oct 31, 23 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 126.83K (0.88%) | 567.00 Increased by +0.45% | Dec 29, 23 |
| 15 | iShares Russell 2000 Value ETF | 122.64K (0.85%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 16 | DFA US Micro Cap I | 117.00K (0.81%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Vanguard Tax-Managed Small Cap Adm | 114.95K (0.79%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | DFA US Small Cap I | 110.53K (0.76%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Northern Small Cap Value | 104.36K (0.72%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 98.88K (0.68%) | -1.30K Decreased by -1.31% | Dec 31, 23 |