| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 13.63M (12.35%) | -157.80K Decreased by -1.16% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 12.27M (11.12%) | 67.09K Increased by +0.55% | Sep 30, 23 |
| 3 | State Street Corporation | 5.07M (4.60%) | -208.89K Decreased by -4.12% | Sep 30, 23 |
| 4 | Neuberger Berman Group LLC | 3.21M (2.91%) | 2.35K Increased by +0.07% | Sep 30, 23 |
| 5 | Silvercrest Asset Management Group LLC | 2.54M (2.30%) | -266.14K Decreased by -10.50% | Sep 30, 23 |
| 6 | Cooke & Bieler LP | 2.42M (2.19%) | 218.37K Increased by +9.03% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 2.33M (2.11%) | 92.98K Increased by +3.99% | Sep 30, 23 |
| 8 | Dimensional Fund Advisors, Inc. | 2.22M (2.01%) | -101.29K Decreased by -4.57% | Sep 30, 23 |
| 9 | Bank of New York Mellon Corp | 1.90M (1.73%) | -37.45K Decreased by -1.97% | Sep 30, 23 |
| 10 | TOWNSQUARE CAPITAL LLC | 1.65M (1.50%) | -11.41K Decreased by -0.69% | Sep 30, 23 |
| 11 | Northern Trust Corp | 1.57M (1.42%) | -26.80K Decreased by -1.71% | Sep 30, 23 |
| 12 | Goldman Sachs Group Inc | 1.51M (1.37%) | 16.78K Increased by +1.11% | Sep 30, 23 |
| 13 | GW&K Investment Management, LLC | 1.48M (1.34%) | -34.78K Decreased by -2.35% | Sep 30, 23 |
| 14 | Charles Schwab Investment Management Inc | 1.41M (1.28%) | 24.17K Increased by +1.71% | Sep 30, 23 |
| 15 | FMR Inc | 1.36M (1.23%) | 454.29K Increased by +33.38% | Sep 30, 23 |
| 16 | Victory Capital Management Inc. | 1.31M (1.19%) | 141.13K Increased by +10.77% | Sep 30, 23 |
| 17 | Capital Research & Mgmt Co - Division 3 | 1.26M (1.14%) | 365.75K Increased by +29.11% | Sep 30, 23 |
| 18 | Fisher Asset Management, LLC | 1.25M (1.13%) | 547.30K Increased by +43.77% | Sep 30, 23 |
| 19 | Segall Bryant & Hamill | 1.13M (1.03%) | -94.42K Decreased by -8.32% | Sep 30, 23 |
| 20 | DePrince Race & Zollo Inc | 1.13M (1.03%) | 196.24K Increased by +17.32% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.49M (3.16%) | 6.15K Increased by +0.18% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 3.37M (3.05%) | -609.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | iShares Russell 2000 ETF | 3.06M (2.77%) | 29.45K Increased by +0.96% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 2.87M (2.60%) | 8.82K Increased by +0.31% | Nov 30, 23 |
| 5 | Neuberger Berman Genesis Inv | 2.02M (1.83%) | -12.54K Decreased by -0.62% | Sep 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 1.99M (1.81%) | 1.46K Increased by +0.07% | Nov 30, 23 |
| 7 | American Funds SMALLCAP World A | 1.67M (1.51%) | 365.75K Increased by +21.93% | Sep 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.57M (1.43%) | 10.67K Increased by +0.68% | Nov 30, 23 |
| 9 | Delaware Ivy Mid Cap Income Opps I | 1.11M (1.00%) | 93.87K Increased by +8.47% | Sep 30, 23 |
| 10 | Ivy Mid Cap Income Opps Composite | 1.11M (1.00%) | 271.32K Increased by +24.47% | Sep 30, 23 |
| 11 | iShares Russell 2000 Value ETF | 1.08M (0.98%) | 6.91K Increased by +0.64% | Dec 29, 23 |
| 12 | Fidelity® Small Cap Index | 1.08M (0.98%) | 29.13K Increased by +2.70% | Oct 31, 23 |
| 13 | SPDR® S&P Regional Banking ETF | 1.05M (0.95%) | 676.00 Increased by +0.06% | Dec 31, 23 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 887.85K (0.80%) | -7.65K Decreased by -0.86% | Nov 30, 23 |
| 15 | Thrivent Small Cap Stock A | 834.74K (0.76%) | 416.32K Increased by +49.87% | Oct 31, 23 |
| 16 | MFS New Discovery Value I | 823.65K (0.75%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | DFA US Small Cap I | 741.92K (0.67%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Bridge Builder Small/Mid Cap Value | 658.24K (0.60%) | 43.81K Increased by +6.66% | Dec 31, 23 |
| 19 | iShares S&P Mid-Cap 400 Value ETF | 650.38K (0.59%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 647.20K (0.59%) | 7.80K Increased by +1.21% | Dec 31, 23 |