| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.70M (16.61%) | -133.28K Decreased by -4.93% | Sep 30, 23 |
| 2 | T. Rowe Price Investment Management,Inc. | 2.06M (12.65%) | -3.50K Decreased by -0.17% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 1.42M (8.70%) | 64.09K Increased by +4.53% | Sep 30, 23 |
| 4 | Vanguard Group Inc | 1.12M (6.89%) | -14.18K Decreased by -1.26% | Sep 30, 23 |
| 5 | State Street Corporation | 630.26K (3.87%) | -11.58K Decreased by -1.84% | Sep 30, 23 |
| 6 | Pictet Asset Manangement SA | 575.44K (3.54%) | 575.44K Increased by +100.00% | Sep 30, 23 |
| 7 | Amvescap Plc. | 420.36K (2.58%) | 11.29K Increased by +2.69% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 343.52K (2.11%) | 10.03K Increased by +2.92% | Sep 30, 23 |
| 9 | Charles Schwab Investment Management Inc | 321.72K (1.98%) | 14.73K Increased by +4.58% | Sep 30, 23 |
| 10 | Bridgeway Capital Management, LLC | 308.10K (1.89%) | -447.00 Decreased by -0.15% | Sep 30, 23 |
| 11 | American Century Companies Inc | 284.15K (1.75%) | 23.23K Increased by +8.18% | Sep 30, 23 |
| 12 | Millennium Management LLC | 249.29K (1.53%) | 176.53K Increased by +70.81% | Sep 30, 23 |
| 13 | Ameriprise Financial Inc | 215.62K (1.33%) | -7.13K Decreased by -3.31% | Sep 30, 23 |
| 14 | FIRST SABREPOINT CAPITAL MANAGEMENT LP | 200.80K (1.23%) | -99.20K Decreased by -49.40% | Sep 30, 23 |
| 15 | Jacobs Levy Equity Management, Inc. | 187.96K (1.16%) | -1.33K Decreased by -0.71% | Sep 30, 23 |
| 16 | Northern Trust Corp | 183.99K (1.13%) | 797.00 Increased by +0.43% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 181.67K (1.12%) | -7.80K Decreased by -4.30% | Sep 30, 23 |
| 18 | Acadian Asset Management LLC | 167.47K (1.03%) | 140.00K Increased by +83.60% | Sep 30, 23 |
| 19 | Assenagon Asset Management SA | 153.16K (0.94%) | 49.14K Increased by +32.08% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 147.10K (0.90%) | -8.18K Decreased by -5.56% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 1.27M (7.82%) | -2.70K Decreased by -0.21% | Sep 30, 23 |
| 2 | iShares Core S&P Small-Cap ETF | 1.11M (6.84%) | 505.00 Increased by +0.05% | Dec 29, 23 |
| 3 | T. Rowe Price U.S. SC Value Eq Tr-Z | 563.15K (3.46%) | 500.00 Increased by +0.09% | Sep 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 486.08K (2.99%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | iShares Russell 2000 ETF | 429.74K (2.64%) | 2.75K Increased by +0.64% | Dec 29, 23 |
| 6 | Avantis US Small Cap Value ETF | 291.66K (1.79%) | 1.24K Increased by +0.43% | Dec 30, 23 |
| 7 | DFA US Core Equity 1 I | 257.01K (1.58%) | -9.63K Decreased by -3.75% | Nov 30, 23 |
| 8 | DFA US Small Cap Value I | 248.36K (1.53%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 245.79K (1.51%) | 474.00 Increased by +0.19% | Nov 30, 23 |
| 10 | iShares S&P Small-Cap 600 Value ETF | 232.93K (1.43%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 11 | Invesco S&P SmallCap Value with Momt ETF | 222.27K (1.37%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 12 | DFA US Targeted Value I | 176.05K (1.08%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | True Potential Pictet Balanced Acc | 165.61K (1.02%) | 165.61K Increased by +100.00% | Sep 30, 23 |
| 14 | Fidelity® Small Cap Index | 162.51K (1.00%) | 4.64K Increased by +2.86% | Oct 31, 23 |
| 15 | iShares Russell 2000 Value ETF | 155.46K (0.96%) | 288.00 Increased by +0.19% | Dec 29, 23 |
| 16 | Schwab Fundamental US Small Company ETF | 152.11K (0.93%) | 108.00 Increased by +0.07% | Dec 30, 23 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 144.94K (0.89%) | 630.00 Increased by +0.43% | Dec 29, 23 |
| 18 | True Potential Pictet Growth Acc | 143.36K (0.88%) | 143.36K Increased by +100.00% | Sep 30, 23 |
| 19 | Pictet-Timber I USD | 142.32K (0.87%) | -13.60K Decreased by -9.56% | May 31, 23 |
| 20 | Bridgeway Small Cap Value | 126.67K (0.78%) | -6.92K Decreased by -5.47% | Sep 30, 23 |