| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 244.68K (8.91%) | -10.94K Decreased by -4.47% | Sep 30, 23 |
| 2 | Royce & Associates, LP | 160.48K (5.85%) | 45.00 Increased by +0.03% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 159.38K (5.81%) | 1.94K Increased by +1.22% | Sep 30, 23 |
| 4 | Touchstone Capital, Inc. | 119.00K (4.34%) | -80.00 Decreased by -0.07% | Sep 30, 23 |
| 5 | Davenport & Company LLC | 115.40K (4.20%) | -75.00 Decreased by -0.06% | Sep 30, 23 |
| 6 | Dimensional Fund Advisors, Inc. | 100.25K (3.65%) | -4.73K Decreased by -4.72% | Sep 30, 23 |
| 7 | Wells Fargo & Co | 92.79K (3.38%) | -11.35K Decreased by -12.24% | Sep 30, 23 |
| 8 | Renaissance Technologies Corp | 91.45K (3.33%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | State Street Corporation | 74.87K (2.73%) | 4.71K Increased by +6.29% | Sep 30, 23 |
| 10 | TD Global Investment Solutions – TD Epoch | 68.87K (2.51%) | -2.66K Decreased by -3.86% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 65.06K (2.37%) | 1.09K Increased by +1.67% | Sep 30, 23 |
| 12 | Barr E S & Co | 50.41K (1.84%) | -1.74K Decreased by -3.45% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 37.27K (1.36%) | 5.53K Increased by +14.84% | Sep 30, 23 |
| 14 | Northern Trust Corp | 33.31K (1.21%) | -337.00 Decreased by -1.01% | Sep 30, 23 |
| 15 | Hotchkis & Wiley Capital Management LLC | 32.59K (1.19%) | 1.62K Increased by +4.97% | Sep 30, 23 |
| 16 | AQR Capital Management LLC | 28.43K (1.04%) | 739.00 Increased by +2.60% | Sep 30, 23 |
| 17 | American Century Companies Inc | 28.34K (1.03%) | 1.75K Increased by +6.19% | Sep 30, 23 |
| 18 | JBF Capital, Inc. | 26.39K (0.96%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Punch & Associates Inv Mgmt Inc | 24.50K (0.89%) | 2.20K Increased by +8.98% | Sep 30, 23 |
| 20 | Dean C H & Associates Inc | 23.52K (0.86%) | 1.40K Increased by +5.95% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Royce Small-Cap Special Equity Invmt | 138.80K (5.06%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Davenport Small Cap Focus | 102.73K (3.74%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 87.52K (3.19%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | iShares Russell 2000 ETF | 85.62K (3.12%) | 1.78K Increased by +2.08% | Dec 29, 23 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 44.70K (1.63%) | 95.00 Increased by +0.21% | Nov 30, 23 |
| 6 | United US Equity Small Cap Pool Class A | 35.74K (1.30%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 7 | Argenta-Fund Longer Life Dynamic R Dis | 29.33K (1.07%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | Dean Small Cap Value SA | 28.26K (1.03%) | 381.00 Increased by +1.35% | Dec 31, 23 |
| 9 | Dean Small Cap Value | 27.88K (1.02%) | 4.18K Increased by +14.99% | Nov 30, 23 |
| 10 | Fidelity® Small Cap Index | 27.61K (1.01%) | 961.00 Increased by +3.48% | Oct 31, 23 |
| 11 | DFA US Small Cap I | 27.51K (1.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | United US Equity Small Cap Corp Cl OF | 26.20K (0.95%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 13 | iShares Russell 2000 Growth ETF | 25.69K (0.94%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 14 | Avantis US Small Cap Value ETF | 20.41K (0.74%) | 0.00 Increased by 0.00% | Dec 30, 23 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 17.15K (0.62%) | 1.30K Increased by +7.58% | Dec 31, 23 |
| 16 | Fidelity® Extended Market Index | 16.41K (0.60%) | 331.00 Increased by +2.02% | Nov 30, 23 |
| 17 | Schwab Fundamental US Small Company ETF | 15.97K (0.58%) | 10.00 Increased by +0.06% | Dec 30, 23 |
| 18 | DFA US Micro Cap I | 15.85K (0.58%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Boston Partners Small Cap Value II Inv | 14.89K (0.54%) | -240.00 Decreased by -1.61% | Oct 31, 23 |
| 20 | Schwab US Small-Cap ETF™ | 13.02K (0.47%) | 3.00 Increased by +0.02% | Dec 30, 23 |