| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.28M (19.27%) | 9.68K Increased by +0.18% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 4.00M (14.60%) | 50.07K Increased by +1.25% | Sep 30, 23 |
| 3 | First Trust Advisors L.P. | 1.35M (4.93%) | -41.84K Decreased by -3.10% | Sep 30, 23 |
| 4 | LSV Asset Management | 1.27M (4.65%) | -54.00K Decreased by -4.24% | Sep 30, 23 |
| 5 | State Street Corporation | 1.12M (4.08%) | 2.62K Increased by +0.23% | Sep 30, 23 |
| 6 | Dimensional Fund Advisors, Inc. | 991.24K (3.62%) | -17.44K Decreased by -1.76% | Sep 30, 23 |
| 7 | Fuller & Thaler Asset Management Inc | 937.39K (3.42%) | -3.09K Decreased by -0.33% | Sep 30, 23 |
| 8 | BTIM Corp | 823.80K (3.01%) | 48.37K Increased by +5.87% | Sep 30, 23 |
| 9 | Renaissance Technologies Corp | 807.39K (2.95%) | -24.63K Decreased by -3.05% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 693.91K (2.53%) | 24.40K Increased by +3.52% | Sep 30, 23 |
| 11 | William Blair Investment Management, LLC | 627.38K (2.29%) | -50.70K Decreased by -8.08% | Sep 30, 23 |
| 12 | Palisade Capital Management LLc | 578.52K (2.11%) | -23.00 Decreased by -0.00% | Sep 30, 23 |
| 13 | Bahl & Gaynor Inc. | 484.36K (1.77%) | 36.49K Increased by +7.53% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 457.15K (1.67%) | -217.64K Decreased by -47.61% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 425.80K (1.56%) | -6.95K Decreased by -1.63% | Sep 30, 23 |
| 16 | Ashford Capital Management Inc | 398.10K (1.45%) | -13.80K Decreased by -3.47% | Sep 30, 23 |
| 17 | Northern Trust Corp | 382.45K (1.40%) | 954.00 Increased by +0.25% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 372.50K (1.36%) | 20.50K Increased by +5.50% | Sep 30, 23 |
| 19 | VALUE HOLDINGS MANAGEMENT CO. LLC | 336.18K (1.23%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 20 | ProShare Advisors LLC | 261.12K (0.95%) | 8.14K Increased by +3.12% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.89M (6.90%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 2 | First Trust Value Line® Dividend ETF | 1.24M (4.51%) | 8.18K Increased by +0.66% | Dec 28, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 941.49K (3.44%) | 1.92K Increased by +0.20% | Nov 30, 23 |
| 4 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 884.24K (3.23%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Fuller & Thaler Behavioral Small-Cap Eq | 884.24K (3.23%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Vanguard Small Cap Index | 780.45K (2.85%) | 2.40K Increased by +0.31% | Nov 30, 23 |
| 7 | iShares Russell 2000 ETF | 742.35K (2.71%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 543.83K (1.99%) | 2.08K Increased by +0.38% | Nov 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 436.49K (1.59%) | 2.82K Increased by +0.65% | Nov 30, 23 |
| 10 | Palisade Small Cap Core Equity | 357.27K (1.30%) | -742.00 Decreased by -0.21% | Sep 30, 23 |
| 11 | Boston Trust Walden Small Cap | 337.64K (1.23%) | 2.70K Increased by +0.80% | Oct 31, 23 |
| 12 | Vanguard Strategic Equity Inv | 335.83K (1.23%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 13 | iShares S&P Small-Cap 600 Growth ETF | 308.49K (1.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Fidelity® Small Cap Index | 304.12K (1.11%) | 7.79K Increased by +2.56% | Oct 31, 23 |
| 15 | iShares Russell 2000 Growth ETF | 273.88K (1.00%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 16 | FPA Queens Road Small Cap Value Inv | 264.39K (0.97%) | 25.00K Increased by +9.46% | Dec 31, 23 |
| 17 | Vanguard Tax-Managed Small Cap Adm | 248.37K (0.91%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | William Blair Small Cap Value I | 247.69K (0.90%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 243.09K (0.89%) | 1.09K Increased by +0.45% | Dec 29, 23 |
| 20 | DFA US Small Cap I | 234.57K (0.86%) | 0.00 Increased by 0.00% | Nov 30, 23 |