| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.75M (18.44%) | -65.30K Decreased by -2.38% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 2.40M (16.14%) | -7.47K Decreased by -0.31% | Sep 30, 23 |
| 3 | State Street Corporation | 987.46K (6.63%) | -1.07K Decreased by -0.11% | Sep 30, 23 |
| 4 | Wellington Management Company LLP | 573.54K (3.85%) | -25.65K Decreased by -4.47% | Sep 30, 23 |
| 5 | Heitman Real Estate Securities LLC | 420.72K (2.83%) | -2.92K Decreased by -0.69% | Sep 30, 23 |
| 6 | Renaissance Technologies Corp | 399.03K (2.68%) | -27.28K Decreased by -6.84% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 341.58K (2.29%) | 10.49K Increased by +3.07% | Sep 30, 23 |
| 8 | Charles Schwab Investment Management Inc | 247.84K (1.66%) | 9.18K Increased by +3.70% | Sep 30, 23 |
| 9 | Ameriprise Financial Inc | 242.81K (1.63%) | 63.22K Increased by +26.04% | Sep 30, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 214.59K (1.44%) | -558.00 Decreased by -0.26% | Sep 30, 23 |
| 11 | Northern Trust Corp | 204.21K (1.37%) | 101.00 Increased by +0.05% | Sep 30, 23 |
| 12 | Nuveen Asset Management, LLC | 200.73K (1.35%) | 7.44K Increased by +3.71% | Sep 30, 23 |
| 13 | Pacific Heights Asset Management, LLC | 200.00K (1.34%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 170.24K (1.14%) | -11.01K Decreased by -6.46% | Sep 30, 23 |
| 15 | JPMorgan Chase & Co | 156.99K (1.05%) | 33.83K Increased by +21.55% | Sep 30, 23 |
| 16 | Peregrine Capital Management,LLC | 152.05K (1.02%) | -6.50K Decreased by -4.28% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 150.11K (1.01%) | 11.34K Increased by +7.55% | Sep 30, 23 |
| 18 | T. Rowe Price Investment Management,Inc. | 140.39K (0.94%) | 140.39K Increased by +100.00% | Sep 30, 23 |
| 19 | Goldman Sachs Group Inc | 135.38K (0.91%) | -42.55K Decreased by -31.43% | Sep 30, 23 |
| 20 | Legal & General Group PLC | 127.11K (0.85%) | -277.00 Decreased by -0.22% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.01M (6.77%) | 460.00 Increased by +0.05% | Dec 29, 23 |
| 2 | Vanguard Real Estate Index Investor | 610.23K (4.10%) | -5.60K Decreased by -0.92% | Nov 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 454.65K (3.05%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | iShares Russell 2000 ETF | 412.67K (2.77%) | 2.62K Increased by +0.64% | Dec 29, 23 |
| 5 | Vanguard Small Cap Index | 387.98K (2.61%) | 1.22K Increased by +0.31% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 269.68K (1.81%) | 2.54K Increased by +0.94% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 220.21K (1.48%) | 439.00 Increased by +0.20% | Nov 30, 23 |
| 8 | iShares S&P Small-Cap 600 Value ETF | 210.30K (1.41%) | -1.39K Decreased by -0.66% | Dec 29, 23 |
| 9 | Permanent Portfolio Permanent I | 200.00K (1.34%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | Heitman US RES Total Return | 199.50K (1.34%) | 1.80K Increased by +0.90% | Sep 30, 23 |
| 11 | Fidelity® Small Cap Index | 149.06K (1.00%) | 4.25K Increased by +2.85% | Oct 31, 23 |
| 12 | iShares Russell 2000 Value ETF | 145.42K (0.98%) | 270.00 Increased by +0.19% | Dec 29, 23 |
| 13 | Vanguard Tax-Managed Small Cap Adm | 132.11K (0.89%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 130.49K (0.88%) | 588.00 Increased by +0.45% | Dec 29, 23 |
| 15 | Columbia Small Cap Value II | 118.50K (0.80%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 16 | Columbia Small Cap Value II Inst | 118.50K (0.80%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | SPDR® S&P 600 Small Cap Value ETF | 104.90K (0.70%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 18 | JHancock Small Cap Value NAV | 101.52K (0.68%) | 1.62K Increased by +1.60% | Oct 31, 23 |
| 19 | T. Rowe Price Small-Cap Value | 95.10K (0.64%) | 95.10K Increased by +100.00% | Sep 30, 23 |
| 20 | Vanguard Real Estate II Index | 94.28K (0.63%) | -352.00 Decreased by -0.37% | Nov 30, 23 |