| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.79M (11.75%) | 1.55M Increased by +19.92% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 7.79M (11.75%) | 28.45K Increased by +0.37% | Sep 30, 23 |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 7.28M (10.98%) | 49.29K Increased by +0.68% | Sep 30, 23 |
| 4 | Wasatch Advisors Inc. | 3.45M (5.20%) | -812.25K Decreased by -23.54% | Sep 30, 23 |
| 5 | London Company of Virginia | 3.42M (5.16%) | -3.57K Decreased by -0.10% | Sep 30, 23 |
| 6 | Timucuan Asset Management Inc/FL | 3.05M (4.60%) | -18.01K Decreased by -0.59% | Sep 30, 23 |
| 7 | Goldman Sachs Group Inc | 3.04M (4.58%) | -1.77M Decreased by -58.17% | Sep 30, 23 |
| 8 | State Street Corporation | 2.50M (3.77%) | 97.34K Increased by +3.89% | Sep 30, 23 |
| 9 | AllianceBernstein L.P. | 2.24M (3.38%) | -91.53K Decreased by -4.09% | Sep 30, 23 |
| 10 | Heard Capital LLC | 1.86M (2.81%) | 31.64K Increased by +1.70% | Sep 30, 23 |
| 11 | JPMorgan Chase & Co | 1.47M (2.22%) | -395.26K Decreased by -26.81% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 1.34M (2.02%) | -45.18K Decreased by -3.37% | Sep 30, 23 |
| 13 | Madison Asset Management, LLC | 1.34M (2.02%) | 18.24K Increased by +1.36% | Sep 30, 23 |
| 14 | Westwood Holdings Group Inc | 1.30M (1.96%) | -45.05K Decreased by -3.46% | Sep 30, 23 |
| 15 | Lord, Abbett & Co LLC | 1.22M (1.83%) | -6.70K Decreased by -0.55% | Sep 30, 23 |
| 16 | Dimensional Fund Advisors, Inc. | 1.20M (1.81%) | -30.31K Decreased by -2.53% | Sep 30, 23 |
| 17 | Artisan Partners Limited Partnership | 1.12M (1.69%) | -37.85K Decreased by -3.38% | Sep 30, 23 |
| 18 | HighTower Advisors, LLC | 1.11M (1.68%) | 34.74K Increased by +3.13% | Sep 30, 23 |
| 19 | Wells Fargo & Co | 1.09M (1.64%) | -11.25K Decreased by -1.03% | Sep 30, 23 |
| 20 | Ameriprise Financial Inc | 1.07M (1.61%) | -440.55K Decreased by -41.22% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.43M (6.69%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 2 | Touchstone Mid Cap Y | 2.69M (4.05%) | -5.89K Decreased by -0.22% | Sep 30, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.13M (3.22%) | 3.33K Increased by +0.16% | Nov 30, 23 |
| 4 | Vanguard Small Cap Index | 1.72M (2.60%) | 5.30K Increased by +0.31% | Nov 30, 23 |
| 5 | iShares Russell 2000 ETF | 1.45M (2.19%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 6 | Wasatch Core Growth | 1.38M (2.09%) | -287.85K Decreased by -20.81% | Sep 30, 23 |
| 7 | Virtus KAR Small-Cap Core I | 1.24M (1.87%) | -54.00K Decreased by -4.37% | Sep 30, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 1.20M (1.80%) | 1.58K Increased by +0.13% | Nov 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 947.32K (1.43%) | 15.83K Increased by +1.67% | Nov 30, 23 |
| 10 | JPM US Small Cap Core-Composite | 811.63K (1.22%) | -226.67K Decreased by -27.93% | Sep 30, 23 |
| 11 | American Funds SMALLCAP World A | 719.00K (1.08%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 12 | JPMorgan Small Cap Equity A | 666.35K (1.01%) | -145.28K Decreased by -21.80% | Nov 30, 23 |
| 13 | Fidelity® Small Cap Index | 644.27K (0.97%) | 17.41K Increased by +2.70% | Oct 31, 23 |
| 14 | Virtus GF US Small Cap Focus I USD Acc | 615.95K (0.93%) | 73.91K Increased by +12.00% | Sep 30, 23 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 572.28K (0.86%) | 2.56K Increased by +0.45% | Dec 29, 23 |
| 16 | Madison Mid Cap Y | 568.62K (0.86%) | 15.14K Increased by +2.66% | Nov 30, 23 |
| 17 | Wasatch Small Cap Value | 559.64K (0.84%) | -167.50K Decreased by -29.93% | Sep 30, 23 |
| 18 | CT American Smaller Coms(US) InstAccGBP | 526.97K (0.79%) | -18.02K Decreased by -3.42% | Nov 30, 23 |
| 19 | Westwood Mgt SmallCap Value | 507.97K (0.77%) | -3.41K Decreased by -0.67% | Sep 30, 23 |
| 20 | Westwood Quality SmallCap Fund Inst | 507.97K (0.77%) | -3.41K Decreased by -0.67% | Sep 30, 23 |