| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.42M (15.21%) | -49.34K Decreased by -1.12% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 2.15M (7.42%) | -12.65K Decreased by -0.59% | Sep 30, 23 |
| 3 | Wellington Management Company LLP | 2.13M (7.34%) | 475.91K Increased by +22.32% | Sep 30, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 2.11M (7.28%) | -4.27K Decreased by -0.20% | Sep 30, 23 |
| 5 | State Street Corporation | 1.62M (5.58%) | -159.06K Decreased by -9.82% | Sep 30, 23 |
| 6 | JPMorgan Chase & Co | 1.07M (3.67%) | 288.98K Increased by +27.07% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 610.53K (2.10%) | 63.18K Increased by +10.35% | Sep 30, 23 |
| 8 | Jacobs Levy Equity Management, Inc. | 592.42K (2.04%) | -6.07K Decreased by -1.02% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 582.03K (2.00%) | 9.41K Increased by +1.62% | Sep 30, 23 |
| 10 | Nuveen Asset Management, LLC | 474.34K (1.63%) | 93.17K Increased by +19.64% | Sep 30, 23 |
| 11 | Aristotle Capital Boston, LLC | 454.88K (1.57%) | -128.49K Decreased by -28.25% | Sep 30, 23 |
| 12 | Toroso Investments LLC | 389.25K (1.34%) | -93.00K Decreased by -23.89% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 372.69K (1.28%) | 14.16K Increased by +3.80% | Sep 30, 23 |
| 14 | American Century Companies Inc | 364.77K (1.26%) | 46.35K Increased by +12.71% | Sep 30, 23 |
| 15 | LSV Asset Management | 364.50K (1.25%) | 26.33K Increased by +7.22% | Sep 30, 23 |
| 16 | Ameriprise Financial Inc | 359.75K (1.24%) | -79.07K Decreased by -21.98% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 328.94K (1.13%) | -4.61K Decreased by -1.40% | Sep 30, 23 |
| 18 | Northern Trust Corp | 315.88K (1.09%) | -4.41K Decreased by -1.40% | Sep 30, 23 |
| 19 | Wayne Hummer Asset Mgmt Company | 293.23K (1.01%) | 25.57K Increased by +8.72% | Sep 30, 23 |
| 20 | Allspring Global Investments Holdings, LLC | 293.10K (1.01%) | 13.56K Increased by +4.63% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.90M (6.53%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 938.56K (3.23%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | iShares Russell 2000 ETF | 756.96K (2.61%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 4 | DFA US Small Cap Value I | 547.62K (1.89%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Amplify Transformational Data Shrg ETF | 449.54K (1.55%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 406.71K (1.40%) | 665.00 Increased by +0.16% | Nov 30, 23 |
| 7 | Avantis US Small Cap Value ETF | 383.16K (1.32%) | 1.58K Increased by +0.41% | Dec 30, 23 |
| 8 | SPDR® S&P Regional Banking ETF | 361.91K (1.25%) | 234.00 Increased by +0.06% | Dec 31, 23 |
| 9 | DFA US Targeted Value I | 351.69K (1.21%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | TIAA-CREF Quant Small-Cap Equity Instl | 280.39K (0.97%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Fidelity® Small Cap Index | 275.98K (0.95%) | 7.20K Increased by +2.61% | Oct 31, 23 |
| 12 | iShares Russell 2000 Value ETF | 272.84K (0.94%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 13 | iShares S&P Small-Cap 600 Growth ETF | 270.61K (0.93%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 14 | Tieton Small Cap Value | 242.36K (0.83%) | -86.07K Decreased by -35.51% | Sep 30, 23 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 240.65K (0.83%) | 1.09K Increased by +0.45% | Dec 29, 23 |
| 16 | Vanguard Tax-Managed Small Cap Adm | 236.19K (0.81%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | JPMorgan Small Cap Value I | 203.07K (0.70%) | -79.60K Decreased by -39.20% | Nov 30, 23 |
| 18 | DFA US Small Cap I | 202.63K (0.70%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Allspring Small Company Val | 183.98K (0.63%) | -23.22K Decreased by -12.62% | Nov 30, 23 |
| 20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 169.36K (0.58%) | -3.50K Decreased by -2.07% | Dec 31, 23 |