| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 11.73M (8.14%) | -377.58K Decreased by -3.22% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 8.97M (6.22%) | 48.16K Increased by +0.54% | Sep 30, 23 |
| 3 | Scharf Investments | 5.19M (3.60%) | 355.90K Increased by +6.86% | Sep 30, 23 |
| 4 | Fuller & Thaler Asset Management Inc | 4.28M (2.97%) | -421.49K Decreased by -9.85% | Sep 30, 23 |
| 5 | State Street Corporation | 2.87M (1.99%) | -20.98K Decreased by -0.73% | Sep 30, 23 |
| 6 | Dimensional Fund Advisors, Inc. | 2.03M (1.41%) | -27.68K Decreased by -1.37% | Sep 30, 23 |
| 7 | DePrince Race & Zollo Inc | 1.97M (1.37%) | -2.62K Decreased by -0.13% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 1.62M (1.12%) | 65.14K Increased by +4.02% | Sep 30, 23 |
| 9 | Vulcan Value Partners, LLC | 1.37M (0.95%) | -175.42K Decreased by -12.82% | Sep 30, 23 |
| 10 | Amvescap Plc. | 1.32M (0.91%) | -105.52K Decreased by -8.02% | Sep 30, 23 |
| 11 | Charles Schwab Investment Management Inc | 1.27M (0.88%) | 110.47K Increased by +8.66% | Sep 30, 23 |
| 12 | Bank of New York Mellon Corp | 1.20M (0.83%) | -14.57K Decreased by -1.22% | Sep 30, 23 |
| 13 | William Blair Investment Management, LLC | 1.15M (0.80%) | -84.20K Decreased by -7.32% | Sep 30, 23 |
| 14 | LSV Asset Management | 1.04M (0.72%) | 608.81K Increased by +58.52% | Sep 30, 23 |
| 15 | Northern Trust Corp | 848.55K (0.59%) | 25.27K Increased by +2.98% | Sep 30, 23 |
| 16 | Forager Capital Management, LLC | 753.84K (0.52%) | 23.54K Increased by +3.12% | Sep 30, 23 |
| 17 | Hotchkis & Wiley Capital Management LLC | 732.81K (0.51%) | -264.10K Decreased by -36.04% | Sep 30, 23 |
| 18 | Front Street Capital Management Inc | 687.18K (0.48%) | -48.88K Decreased by -7.11% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 667.66K (0.46%) | -301.85K Decreased by -45.21% | Sep 30, 23 |
| 20 | JPMorgan Chase & Co | 660.82K (0.46%) | -133.25K Decreased by -20.16% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.92M (3.41%) | 2.14K Increased by +0.04% | Dec 29, 23 |
| 2 | Fuller & Thaler Behavrl Small-Cap Value | 3.39M (2.35%) | -314.70K Decreased by -9.29% | Nov 30, 23 |
| 3 | Undiscovered Managers Behavioral Val L | 3.19M (2.21%) | -6.90K Decreased by -0.22% | Nov 30, 23 |
| 4 | Scharf Quality Value | 2.51M (1.74%) | -61.39K Decreased by -2.44% | Oct 31, 23 |
| 5 | Allspring LT Large Cap Fundamental Div | 2.44M (1.69%) | 2.44M Increased by +100.00% | Nov 30, 23 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 2.39M (1.66%) | 4.39K Increased by +0.18% | Nov 30, 23 |
| 7 | iShares Russell 2000 ETF | 1.98M (1.37%) | 12.60K Increased by +0.64% | Dec 29, 23 |
| 8 | Vanguard Small Cap Index | 1.96M (1.36%) | 6.00K Increased by +0.31% | Nov 30, 23 |
| 9 | Vanguard Small Cap Value Index Inv | 1.36M (0.95%) | 3.74K Increased by +0.27% | Nov 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.08M (0.75%) | 5.26K Increased by +0.49% | Nov 30, 23 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 1.03M (0.71%) | -3.71K Decreased by -0.36% | Dec 29, 23 |
| 12 | Hennessy Cornerstone Mid Cap 30 Inv | 874.90K (0.61%) | 874.90K Increased by +100.00% | Dec 31, 23 |
| 13 | Invesco Small Cap Value A | 797.80K (0.55%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | American Beacon Small Cp Val R5 | 756.47K (0.52%) | -3.36K Decreased by -0.44% | Nov 30, 23 |
| 15 | Fidelity® Small Cap Index | 732.94K (0.51%) | 20.00K Increased by +2.73% | Oct 31, 23 |
| 16 | iShares Russell 2000 Value ETF | 706.63K (0.49%) | 1.31K Increased by +0.19% | Dec 29, 23 |
| 17 | Vulcan Value Partners Small Cap | 654.89K (0.45%) | -160.71K Decreased by -24.54% | Sep 30, 23 |
| 18 | Vanguard Tax-Managed Small Cap Adm | 645.65K (0.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 629.88K (0.44%) | 2.83K Increased by +0.45% | Dec 29, 23 |
| 20 | Vulcan Value Partners Small Cap Stra | 629.01K (0.44%) | -83.39K Decreased by -13.26% | Dec 31, 23 |