| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 962.27K (17.90%) | -6.53K Decreased by -0.68% | Sep 30, 23 |
| 2 | FMR Inc | 697.07K (12.97%) | -38.48K Decreased by -5.52% | Sep 30, 23 |
| 3 | Magnolia Group, LLC | 631.05K (11.74%) | -94.83K Decreased by -15.03% | Sep 30, 23 |
| 4 | Vanguard Group Inc | 406.39K (7.56%) | 5.35K Increased by +1.32% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 360.40K (6.71%) | 659.00 Increased by +0.18% | Sep 30, 23 |
| 6 | Ranger Investment Management LP | 287.09K (5.34%) | -12.84K Decreased by -4.47% | Sep 30, 23 |
| 7 | State Street Corporation | 246.30K (4.58%) | -6.48K Decreased by -2.63% | Sep 30, 23 |
| 8 | Nantahala Capital Management, LLC | 230.95K (4.30%) | 124.78K Increased by +54.03% | Sep 30, 23 |
| 9 | WCM Investment Management | 193.24K (3.60%) | -52.59K Decreased by -27.21% | Sep 30, 23 |
| 10 | Kennedy Capital Management Inc | 189.67K (3.53%) | -42.70K Decreased by -22.51% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 125.80K (2.34%) | 7.86K Increased by +6.25% | Sep 30, 23 |
| 12 | Amvescap Plc. | 123.76K (2.30%) | 6.72K Increased by +5.43% | Sep 30, 23 |
| 13 | Northern Trust Corp | 107.22K (2.00%) | -8.46K Decreased by -7.89% | Sep 30, 23 |
| 14 | Royce & Associates, LP | 87.70K (1.63%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Charles Schwab Investment Management Inc | 86.16K (1.60%) | 1.64K Increased by +1.90% | Sep 30, 23 |
| 16 | Portolan Capital Management, LLC | 54.36K (1.01%) | 54.36K Increased by +100.00% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 53.06K (0.99%) | 570.00 Increased by +1.07% | Sep 30, 23 |
| 18 | Harber Asset Management LLC | 49.42K (0.92%) | 4.62K Increased by +9.34% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 49.23K (0.92%) | 1.07K Increased by +2.17% | Sep 30, 23 |
| 20 | Franklin Resources Inc | 48.15K (0.90%) | -897.00 Decreased by -1.86% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 390.16K (7.26%) | 175.00 Increased by +0.04% | Dec 29, 23 |
| 2 | Fidelity® Small Cap Discovery | 270.38K (5.03%) | -16.90K Decreased by -6.25% | Oct 31, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 175.50K (3.27%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Ranger Small Cap | 172.85K (3.22%) | -6.32K Decreased by -3.65% | Sep 30, 23 |
| 5 | iShares Russell 2000 ETF | 156.51K (2.91%) | 989.00 Increased by +0.63% | Dec 29, 23 |
| 6 | Fidelity® Series Small Cap Discovery | 123.02K (2.29%) | 1.42K Increased by +1.16% | Oct 31, 23 |
| 7 | VIP Mid Cap Initial | 116.65K (2.17%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Kennedy Extended Small Cap | 99.84K (1.86%) | -158.00 Decreased by -0.16% | Dec 31, 23 |
| 9 | JNL Multi-Manager Small Cap Value I | 91.50K (1.70%) | -26.61K Decreased by -29.08% | Sep 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 89.07K (1.66%) | 188.00 Increased by +0.21% | Nov 30, 23 |
| 11 | Invesco S&P SmallCap Value with Momt ETF | 88.84K (1.65%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 12 | Royce Value Trust | 87.70K (1.63%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | iShares S&P Small-Cap 600 Value ETF | 81.25K (1.51%) | -1.37K Decreased by -1.68% | Dec 29, 23 |
| 14 | Fidelity® Small Cap Stock | 73.05K (1.36%) | 300.00 Increased by +0.41% | Oct 31, 23 |
| 15 | DFA US Targeted Value I | 68.13K (1.27%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Strategic Advisers® Fidelity US TtlStk | 67.11K (1.25%) | 13.54K Increased by +20.17% | Nov 30, 23 |
| 17 | DFA US Micro Cap I | 61.63K (1.15%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Fidelity® Small Cap Index | 60.42K (1.12%) | 3.96K Increased by +6.55% | Oct 31, 23 |
| 19 | iShares Russell 2000 Value ETF | 56.33K (1.05%) | 105.00 Increased by +0.19% | Dec 29, 23 |
| 20 | Nationwide WCM Focused Sm Cp Instl Svc | 52.90K (0.98%) | 0.00 Increased by 0.00% | Sep 30, 23 |