| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.31M (15.00%) | -5.10K Decreased by -0.22% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 1.55M (10.04%) | 8.92K Increased by +0.58% | Sep 30, 23 |
| 3 | Allspring Global Investments Holdings, LLC | 1.39M (9.01%) | 9.21K Increased by +0.66% | Sep 30, 23 |
| 4 | Macquarie Group Ltd | 1.29M (8.34%) | 10.36K Increased by +0.81% | Sep 30, 23 |
| 5 | Morgan Stanley - Brokerage Accounts | 781.64K (5.07%) | 125.00 Increased by +0.02% | Sep 30, 23 |
| 6 | State Street Corporation | 547.33K (3.55%) | 19.91K Increased by +3.64% | Sep 30, 23 |
| 7 | Geneva Capital Management | 519.98K (3.37%) | 1.07K Increased by +0.21% | Sep 30, 23 |
| 8 | Westwood Holdings Group Inc | 455.35K (2.95%) | -11.35K Decreased by -2.49% | Sep 30, 23 |
| 9 | Champlain Investment Partners, LLC | 430.84K (2.79%) | -62.25K Decreased by -14.45% | Sep 30, 23 |
| 10 | First Trust Advisors L.P. | 427.81K (2.77%) | -31.60K Decreased by -7.39% | Sep 30, 23 |
| 11 | Dimensional Fund Advisors, Inc. | 419.68K (2.72%) | 213.00 Increased by +0.05% | Sep 30, 23 |
| 12 | DePrince Race & Zollo Inc | 397.58K (2.58%) | -63.22K Decreased by -15.90% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 320.88K (2.08%) | 15.35K Increased by +4.78% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 254.20K (1.65%) | -17.19K Decreased by -6.76% | Sep 30, 23 |
| 15 | Bank of America Corp | 219.57K (1.42%) | 5.51K Increased by +2.51% | Sep 30, 23 |
| 16 | Northern Trust Corp | 206.36K (1.34%) | -1.57K Decreased by -0.76% | Sep 30, 23 |
| 17 | American Century Companies Inc | 204.64K (1.33%) | 203.01K Increased by +99.20% | Sep 30, 23 |
| 18 | Davenport & Company LLC | 185.26K (1.20%) | 30.00 Increased by +0.02% | Sep 30, 23 |
| 19 | Aristotle Capital Boston, LLC | 185.24K (1.20%) | 28.39K Increased by +15.32% | Sep 30, 23 |
| 20 | Charles Schwab Investment Management Inc | 172.11K (1.12%) | 7.02K Increased by +4.08% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.03M (6.69%) | 430.00 Increased by +0.04% | Dec 29, 23 |
| 2 | Allspring Special Small Cap Value A | 1.02M (6.61%) | -7.00K Decreased by -0.69% | Dec 31, 23 |
| 3 | Delaware Small Cap Core I | 538.11K (3.49%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Macquarie US Small Cap Core Equity | 538.11K (3.49%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 5 | iShares Russell 2000 ETF | 401.13K (2.60%) | 2.54K Increased by +0.63% | Dec 29, 23 |
| 6 | First Trust Value Line® Dividend ETF | 394.26K (2.56%) | 20.49K Increased by +5.20% | Dec 28, 23 |
| 7 | Delaware Small Cap Value A | 392.40K (2.54%) | -6.20K Decreased by -1.58% | Nov 30, 23 |
| 8 | Vanguard Total Stock Mkt Idx Inv | 367.24K (2.38%) | 970.00 Increased by +0.26% | Nov 30, 23 |
| 9 | Vanguard Small Cap Index | 299.29K (1.94%) | 912.00 Increased by +0.30% | Nov 30, 23 |
| 10 | Champlain Small Company Fund, LLC | 296.41K (1.92%) | -33.48K Decreased by -11.30% | Nov 30, 23 |
| 11 | Calvert US Small-Cap Strategy | 246.26K (1.60%) | 9.54K Increased by +3.87% | Sep 30, 23 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 218.13K (1.41%) | 3.27K Increased by +1.50% | Nov 30, 23 |
| 13 | Calvert Small-Cap A | 210.19K (1.36%) | -36.06K Decreased by -17.16% | Nov 30, 23 |
| 14 | American Beacon Small Cp Val R5 | 198.50K (1.29%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Davenport Small Cap Focus | 194.06K (1.26%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Nationwide Geneva Small Cap Gr Instl Svc | 185.90K (1.20%) | 465.00 Increased by +0.25% | Sep 30, 23 |
| 17 | Champlain Small Company Adv | 180.00K (1.17%) | -25.00K Decreased by -13.89% | Sep 30, 23 |
| 18 | Vanguard Small Cap Growth Index Inv | 168.13K (1.09%) | 863.00 Increased by +0.51% | Nov 30, 23 |
| 19 | iShares S&P Small-Cap 600 Growth ETF | 147.34K (0.95%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | Fidelity® Small Cap Index | 145.41K (0.94%) | 4.01K Increased by +2.76% | Oct 31, 23 |