| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.53M (19.57%) | -7.68K Decreased by -0.30% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 1.53M (11.86%) | -11.91K Decreased by -0.78% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 1.13M (8.72%) | -7.00K Decreased by -0.62% | Sep 30, 23 |
| 4 | Manufacturers Life Insurance Co | 574.56K (4.45%) | 63.73K Increased by +11.09% | Sep 30, 23 |
| 5 | State Street Corporation | 564.57K (4.38%) | -14.09K Decreased by -2.50% | Sep 30, 23 |
| 6 | Conifer Management, LLC | 500.00K (3.88%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Bank of America Corp | 375.78K (2.91%) | 93.18K Increased by +24.80% | Sep 30, 23 |
| 8 | Lakewood Capital Management, LP | 324.73K (2.52%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Macquarie Group Ltd | 305.18K (2.37%) | -23.20K Decreased by -7.60% | Sep 30, 23 |
| 10 | LSV Asset Management | 295.04K (2.29%) | -9.57K Decreased by -3.24% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 286.29K (2.22%) | 10.24K Increased by +3.58% | Sep 30, 23 |
| 12 | Park West Asset Management LLC | 245.00K (1.90%) | 130.75K Increased by +53.37% | Sep 30, 23 |
| 13 | Arrowstreet Capital Limited Partnership | 241.24K (1.87%) | -7.13K Decreased by -2.95% | Sep 30, 23 |
| 14 | Goldman Sachs Group Inc | 239.73K (1.86%) | -65.95K Decreased by -27.51% | Sep 30, 23 |
| 15 | T. Rowe Price Investment Management,Inc. | 229.35K (1.78%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 222.96K (1.73%) | -4.02K Decreased by -1.80% | Sep 30, 23 |
| 17 | Eminence Capital LLC | 207.94K (1.61%) | -46.80K Decreased by -22.51% | Sep 30, 23 |
| 18 | Northern Trust Corp | 205.93K (1.60%) | 316.00 Increased by +0.15% | Sep 30, 23 |
| 19 | Amvescap Plc. | 171.34K (1.33%) | 10.10K Increased by +5.89% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 166.89K (1.29%) | -4.87K Decreased by -2.92% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 924.84K (7.17%) | 360.00 Increased by +0.04% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 421.80K (3.27%) | 666.00 Increased by +0.16% | Nov 30, 23 |
| 3 | iShares Russell 2000 ETF | 365.72K (2.83%) | 2.32K Increased by +0.63% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 345.95K (2.68%) | 1.66K Increased by +0.48% | Nov 30, 23 |
| 5 | DFA US Small Cap Value I | 299.56K (2.32%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 240.34K (1.86%) | 704.00 Increased by +0.29% | Nov 30, 23 |
| 7 | SPDR® Portfolio Emerging Markets ETF | 219.47K (1.70%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 8 | Delaware Small Cap Value A | 211.01K (1.64%) | -3.40K Decreased by -1.61% | Nov 30, 23 |
| 9 | JHVIT Fundamental All Cap Core I | 201.70K (1.56%) | -4.85K Decreased by -2.41% | Nov 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 199.97K (1.55%) | 4.31K Increased by +2.15% | Nov 30, 23 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 168.52K (1.31%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | DFA US Targeted Value I | 160.56K (1.24%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | T. Rowe Price Small-Cap Value | 155.70K (1.21%) | -300.00 Decreased by -0.19% | Sep 30, 23 |
| 14 | Fidelity® Small Cap Index | 134.47K (1.04%) | 3.91K Increased by +2.91% | Oct 31, 23 |
| 15 | iShares S&P Small-Cap 600 Growth ETF | 131.97K (1.02%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 16 | iShares Russell 2000 Value ETF | 130.77K (1.01%) | 243.00 Increased by +0.19% | Dec 29, 23 |
| 17 | Manulife US All Cap Equity F | 122.03K (0.95%) | -5.27K Decreased by -4.32% | Nov 30, 23 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 118.74K (0.92%) | 525.00 Increased by +0.44% | Dec 29, 23 |
| 19 | Dimensional US Targeted Value ETF | 115.39K (0.89%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | Vanguard Tax-Managed Small Cap Adm | 111.20K (0.86%) | 0.00 Increased by 0.00% | Nov 30, 23 |