| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 3.67M (10.24%) | -24.51K Decreased by -0.67% | Sep 30, 23 |
| 2 | BlackRock Inc | 3.23M (9.02%) | -33.49K Decreased by -1.04% | Sep 30, 23 |
| 3 | Shapiro Capital Management Co Inc | 2.77M (7.72%) | -105.90K Decreased by -3.83% | Sep 30, 23 |
| 4 | JPMorgan Chase & Co | 2.19M (6.12%) | -963.85K Decreased by -44.01% | Sep 30, 23 |
| 5 | Harris Associates L.P. | 1.77M (4.95%) | -31.48K Decreased by -1.78% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 1.73M (4.83%) | -47.93K Decreased by -2.77% | Sep 30, 23 |
| 7 | Bank of New York Mellon Corp | 1.71M (4.79%) | 90.09K Increased by +5.26% | Sep 30, 23 |
| 8 | Fuller & Thaler Asset Management Inc | 1.62M (4.52%) | -18.42K Decreased by -1.14% | Sep 30, 23 |
| 9 | LSV Asset Management | 1.19M (3.32%) | -7.60K Decreased by -0.64% | Sep 30, 23 |
| 10 | BTIM Corp | 1.13M (3.16%) | 40.90K Increased by +3.61% | Sep 30, 23 |
| 11 | State Street Corporation | 1.10M (3.07%) | 12.26K Increased by +1.11% | Sep 30, 23 |
| 12 | DePrince Race & Zollo Inc | 958.89K (2.68%) | -8.83K Decreased by -0.92% | Sep 30, 23 |
| 13 | Dimensional Fund Advisors, Inc. | 915.57K (2.56%) | -7.18K Decreased by -0.78% | Sep 30, 23 |
| 14 | Charles Schwab Investment Management Inc | 864.73K (2.41%) | 19.50K Increased by +2.25% | Sep 30, 23 |
| 15 | Franklin Resources Inc | 624.31K (1.74%) | -174.73K Decreased by -27.99% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 584.47K (1.63%) | 169.66K Increased by +29.03% | Sep 30, 23 |
| 17 | Aristotle Capital Boston, LLC | 582.00K (1.63%) | -2.44K Decreased by -0.42% | Sep 30, 23 |
| 18 | Reinhart Mahoney Capital Management Inc | 560.68K (1.57%) | 25.34K Increased by +4.52% | Sep 30, 23 |
| 19 | Geode Capital Management, LLC | 556.11K (1.55%) | 7.90K Increased by +1.42% | Sep 30, 23 |
| 20 | William Blair Investment Management, LLC | 551.34K (1.54%) | -41.64K Decreased by -7.55% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JPM US Mid Cap Value-Composite | 1.62M (4.53%) | 103.78K Increased by +6.40% | Dec 31, 23 |
| 2 | JPM US Mid Cap Value-MA | 1.52M (4.24%) | 1.51M Increased by +99.71% | Sep 30, 23 |
| 3 | JPMorgan Mid Cap Value L | 1.52M (4.24%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.14M (3.18%) | 1.78K Increased by +0.16% | Nov 30, 23 |
| 5 | iShares Core S&P Mid-Cap ETF | 1.12M (3.12%) | -202.00 Decreased by -0.02% | Dec 29, 23 |
| 6 | Fuller & Thaler Behavrl Small-Cap Value | 937.86K (2.62%) | -8.38K Decreased by -0.89% | Nov 30, 23 |
| 7 | Vanguard Small Cap Index | 916.91K (2.56%) | 2.81K Increased by +0.31% | Nov 30, 23 |
| 8 | Undiscovered Managers Behavioral Val L | 881.79K (2.46%) | -1.90K Decreased by -0.22% | Nov 30, 23 |
| 9 | Vanguard Explorer Inv | 863.70K (2.41%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Harris Assoc. Oakmark Eq & Inc CIT | 846.30K (2.36%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 11 | Oakmark Equity And Income Investor | 846.30K (2.36%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | UWS BNY Mellon Global Higher Inc B | 813.99K (2.27%) | -5.59K Decreased by -0.69% | Nov 30, 23 |
| 13 | Vanguard Small Cap Value Index Inv | 635.87K (1.78%) | 1.14K Increased by +0.18% | Nov 30, 23 |
| 14 | Pacer US Cash Cows 100 ETF | 627.13K (1.75%) | 2.49K Increased by +0.40% | Dec 29, 23 |
| 15 | Schwab US Dividend Equity ETF™ | 584.37K (1.63%) | 84.00 Increased by +0.01% | Dec 30, 23 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 536.34K (1.50%) | 13.88K Increased by +2.59% | Nov 30, 23 |
| 17 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 500.72K (1.40%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Fuller & Thaler Behavioral Small-Cap Eq | 500.72K (1.40%) | 0.00 Increased by 0.00% | Sep 30, 23 |