| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.63M (8.41%) | -205.68K Decreased by -5.67% | Sep 30, 23 |
| 2 | Global Alpha Capital Management Ltd. | 3.02M (7.00%) | -429.05K Decreased by -14.21% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 2.47M (5.72%) | 68.11K Increased by +2.76% | Sep 30, 23 |
| 4 | Massachusetts Financial Services Company | 2.34M (5.41%) | 76.69K Increased by +3.28% | Sep 30, 23 |
| 5 | Uniplan Investment Counsel, Inc. | 1.39M (3.23%) | 25.88K Increased by +1.86% | Sep 30, 23 |
| 6 | State Street Corporation | 1.10M (2.55%) | -25.61K Decreased by -2.33% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 983.77K (2.28%) | -2.78K Decreased by -0.28% | Sep 30, 23 |
| 8 | Heartland Advisors Inc | 625.20K (1.45%) | -1.11K Decreased by -0.18% | Sep 30, 23 |
| 9 | Deutsche Bank AG | 624.22K (1.45%) | 4.04K Increased by +0.65% | Sep 30, 23 |
| 10 | Northern Trust Corp | 475.18K (1.10%) | -18.13K Decreased by -3.82% | Sep 30, 23 |
| 11 | Balyasny Asset Management LLC | 427.44K (0.99%) | 410.83K Increased by +96.11% | Sep 30, 23 |
| 12 | Garner Asset Management Corporation | 418.10K (0.97%) | 22.20K Increased by +5.31% | Sep 30, 23 |
| 13 | Oppenheimer & Co Inc | 387.36K (0.90%) | 691.00 Increased by +0.18% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 374.52K (0.87%) | 4.72K Increased by +1.26% | Sep 30, 23 |
| 15 | Charles Schwab Investment Management Inc | 353.40K (0.82%) | -16.99K Decreased by -4.81% | Sep 30, 23 |
| 16 | Raymond James Finl Svs Advisors, Inc. | 314.25K (0.73%) | -37.37K Decreased by -11.89% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 312.14K (0.72%) | -12.07K Decreased by -3.87% | Sep 30, 23 |
| 18 | LPL Financial Corp | 304.93K (0.71%) | 2.57K Increased by +0.84% | Sep 30, 23 |
| 19 | Ambassador Advisors, LLC | 294.53K (0.68%) | -161.54K Decreased by -54.85% | Sep 30, 23 |
| 20 | BCGM Wealth Management, LLC | 239.10K (0.55%) | 18.05K Increased by +7.55% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 1.88M (4.36%) | 1.88M Increased by +100.00% | Nov 30, 23 |
| 2 | CC&L Global Alpha - Series A | 1.88M (4.35%) | 349.20K Increased by +18.58% | Nov 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.49M (3.44%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | iShares Russell 2000 ETF | 1.17M (2.70%) | 7.40K Increased by +0.63% | Dec 29, 23 |
| 5 | MFS Global Real Estate I | 1.15M (2.67%) | 58.58K Increased by +5.08% | Nov 30, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 674.26K (1.56%) | 1.54K Increased by +0.23% | Nov 30, 23 |
| 7 | DWS Small Cap Core S | 600.00K (1.39%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Global Alpha Global Small Cap | 506.51K (1.17%) | -353.83K Decreased by -69.86% | Dec 31, 23 |
| 9 | Heartland Value Plus Investor | 500.00K (1.16%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 10 | Fidelity® Small Cap Index | 475.27K (1.10%) | 10.15K Increased by +2.13% | Oct 31, 23 |
| 11 | iShares Russell 2000 Value ETF | 418.60K (0.97%) | 780.00 Increased by +0.19% | Dec 29, 23 |
| 12 | Vanguard Real Estate II Index | 292.26K (0.68%) | 292.26K Increased by +100.00% | Nov 30, 23 |
| 13 | MFS Diversified Income I | 282.74K (0.66%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | State St Russell Sm/Mid Cp® Indx NL Cl C | 276.87K (0.64%) | 8.00K Increased by +2.89% | Dec 31, 23 |
| 15 | MFS U.S. REIT | 259.70K (0.60%) | 7.07K Increased by +2.72% | Sep 30, 23 |
| 16 | Fidelity® Extended Market Index | 244.24K (0.57%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | Schwab US REIT ETF™ | 225.80K (0.52%) | 35.00 Increased by +0.02% | Dec 30, 23 |
| 18 | Sun Life Real Assets Private Pool F | 176.61K (0.41%) | 10.23K Increased by +5.79% | Nov 30, 23 |
| 19 | Fuller & Thaler Behavrl Micro-Cap Core | 173.59K (0.40%) | -125.00 Decreased by -0.07% | Nov 30, 23 |
| 20 | Clark Navigator Alternative | 171.58K (0.40%) | 160.00 Increased by +0.09% | Dec 31, 23 |