| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.45M (15.45%) | -67.18K Decreased by -2.74% | Sep 30, 23 |
| 2 | Royce & Associates, LP | 1.76M (11.09%) | 87.10K Increased by +4.94% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 1.22M (7.69%) | 4.27K Increased by +0.35% | Sep 30, 23 |
| 4 | Vanguard Group Inc | 1.13M (7.14%) | -43.22K Decreased by -3.81% | Sep 30, 23 |
| 5 | State Street Corporation | 569.68K (3.59%) | -8.56K Decreased by -1.50% | Sep 30, 23 |
| 6 | First Trust Advisors L.P. | 559.83K (3.52%) | 83.89K Increased by +14.99% | Sep 30, 23 |
| 7 | Ameriprise Financial Inc | 534.57K (3.37%) | -13.90K Decreased by -2.60% | Sep 30, 23 |
| 8 | Pacer Advisors, INC. | 375.55K (2.36%) | 215.50K Increased by +57.38% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 318.43K (2.00%) | 9.95K Increased by +3.12% | Sep 30, 23 |
| 10 | Arrowstreet Capital Limited Partnership | 306.50K (1.93%) | 8.91K Increased by +2.91% | Sep 30, 23 |
| 11 | Bank of New York Mellon Corp | 294.33K (1.85%) | -3.96K Decreased by -1.35% | Sep 30, 23 |
| 12 | Northern Trust Corp | 278.32K (1.75%) | 964.00 Increased by +0.35% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 226.03K (1.42%) | 18.73K Increased by +8.29% | Sep 30, 23 |
| 14 | American Century Companies Inc | 221.99K (1.40%) | 22.11K Increased by +9.96% | Sep 30, 23 |
| 15 | Gamco Investors, Inc. Et Al | 217.90K (1.37%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | JPMorgan Chase & Co | 198.47K (1.25%) | 30.44K Increased by +15.34% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 195.87K (1.23%) | 15.92K Increased by +8.13% | Sep 30, 23 |
| 18 | LSV Asset Management | 175.50K (1.10%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | AQR Capital Management LLC | 149.42K (0.94%) | -1.55K Decreased by -1.04% | Sep 30, 23 |
| 20 | Bridgeway Capital Management, LLC | 141.72K (0.89%) | 5.85K Increased by +4.12% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.05M (6.60%) | 480.00 Increased by +0.05% | Dec 29, 23 |
| 2 | Royce Small-Cap Special Equity Invmt | 995.50K (6.27%) | 7.00K Increased by +0.70% | Sep 30, 23 |
| 3 | First Trust SMID Cp Rising Div Achv ETF | 786.42K (4.95%) | 4.78K Increased by +0.61% | Dec 28, 23 |
| 4 | Pacer US Small Cap Cash Cows 100 ETF | 610.59K (3.84%) | 5.69K Increased by +0.93% | Dec 29, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 468.83K (2.95%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | iShares Russell 2000 ETF | 416.99K (2.63%) | 2.67K Increased by +0.64% | Dec 29, 23 |
| 7 | DFA US Small Cap Value I | 321.74K (2.03%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Avantis US Small Cap Value ETF | 225.44K (1.42%) | 468.00 Increased by +0.21% | Dec 30, 23 |
| 9 | iShares S&P Small-Cap 600 Value ETF | 220.28K (1.39%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 216.81K (1.36%) | 12.00K Increased by +5.53% | Nov 30, 23 |
| 11 | 1290 VT GAMCO Small Company Value IB | 203.00K (1.28%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Royce Pennsylvania Mutual Invmt | 198.13K (1.25%) | -6.97K Decreased by -3.52% | Sep 30, 23 |
| 13 | Invesco S&P SmallCap Value with Momt ETF | 177.22K (1.12%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 14 | DFA US Targeted Value I | 169.69K (1.07%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | FTF Royce US Smaller Companies W Acc | 169.35K (1.07%) | 5.35K Increased by +3.16% | Sep 30, 23 |
| 16 | Columbia Small Cap Value I | 151.14K (0.95%) | 1.60K Increased by +1.06% | Oct 31, 23 |
| 17 | Columbia Small Cap Value I A | 151.14K (0.95%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Fidelity® Small Cap Index | 149.09K (0.94%) | 4.35K Increased by +2.92% | Oct 31, 23 |
| 19 | iShares Russell 2000 Value ETF | 145.57K (0.92%) | 270.00 Increased by +0.19% | Dec 29, 23 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 136.51K (0.86%) | 609.00 Increased by +0.45% | Dec 29, 23 |