| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.61M (14.33%) | 300.74K Increased by +4.55% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 5.52M (11.95%) | 269.76K Increased by +4.89% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 2.16M (4.67%) | -1.43K Decreased by -0.07% | Sep 30, 23 |
| 4 | State Street Corporation | 1.89M (4.09%) | 90.85K Increased by +4.82% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 979.44K (2.12%) | 71.12K Increased by +7.26% | Sep 30, 23 |
| 6 | Fuller & Thaler Asset Management Inc | 752.84K (1.63%) | 173.22K Increased by +23.01% | Sep 30, 23 |
| 7 | Northern Trust Corp | 741.14K (1.61%) | 32.74K Increased by +4.42% | Sep 30, 23 |
| 8 | Bank of New York Mellon Corp | 513.54K (1.11%) | 12.22K Increased by +2.38% | Sep 30, 23 |
| 9 | Goldman Sachs Group Inc | 509.88K (1.11%) | -34.19K Decreased by -6.71% | Sep 30, 23 |
| 10 | Charles Schwab Investment Management Inc | 504.68K (1.09%) | 51.67K Increased by +10.24% | Sep 30, 23 |
| 11 | American Century Companies Inc | 364.86K (0.79%) | 31.68K Increased by +8.68% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 330.36K (0.72%) | -36.19K Decreased by -10.96% | Sep 30, 23 |
| 13 | Manufacturers Life Insurance Co | 289.63K (0.63%) | 6.23K Increased by +2.15% | Sep 30, 23 |
| 14 | NBT Bank National Association | 281.17K (0.61%) | 92.72K Increased by +32.98% | Sep 30, 23 |
| 15 | Principal Financial Group Inc | 265.42K (0.58%) | 14.37K Increased by +5.41% | Sep 30, 23 |
| 16 | Eagle Asset Management, Inc. | 233.79K (0.51%) | 1.57K Increased by +0.67% | Sep 30, 23 |
| 17 | AllianceBernstein L.P. | 200.58K (0.43%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Ameriprise Financial Inc | 158.27K (0.34%) | -2.13K Decreased by -1.35% | Sep 30, 23 |
| 19 | Amvescap Plc. | 147.81K (0.32%) | -106.47K Decreased by -72.03% | Sep 30, 23 |
| 20 | Rhumbline Advisers | 139.99K (0.30%) | 9.60K Increased by +6.86% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.13M (6.79%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.40M (3.03%) | 3.87K Increased by +0.28% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 1.16M (2.51%) | 3.57K Increased by +0.31% | Nov 30, 23 |
| 4 | iShares Russell 2000 ETF | 1.08M (2.33%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 5 | Vanguard Small Cap Value Index Inv | 807.19K (1.75%) | 2.93K Increased by +0.36% | Nov 30, 23 |
| 6 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 711.39K (1.54%) | 161.82K Increased by +22.75% | Sep 30, 23 |
| 7 | Fuller & Thaler Behavioral Small-Cap Eq | 711.39K (1.54%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 679.25K (1.47%) | 1.15K Increased by +0.17% | Nov 30, 23 |
| 9 | iShares S&P Small-Cap 600 Value ETF | 654.40K (1.42%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 10 | iShares S&P Small-Cap 600 Growth ETF | 481.27K (1.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Fidelity® Small Cap Index | 442.69K (0.96%) | 12.66K Increased by +2.86% | Oct 31, 23 |
| 12 | SPDR® Portfolio S&P 600 Sm Cap ETF | 403.12K (0.87%) | 1.81K Increased by +0.45% | Dec 29, 23 |
| 13 | iShares Russell 2000 Value ETF | 376.23K (0.82%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 14 | DFA US Targeted Value I | 366.50K (0.79%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | DFA US Micro Cap I | 335.65K (0.73%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | Vanguard Tax-Managed Small Cap Adm | 332.80K (0.72%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | SPDR® S&P 600 Small Cap Value ETF | 329.12K (0.71%) | 1.03K Increased by +0.31% | Dec 31, 23 |
| 18 | DFA US Small Cap I | 309.08K (0.67%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Dimensional US Targeted Value ETF | 302.19K (0.65%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | Avantis US Small Cap Value ETF | 301.06K (0.65%) | 0.00 Increased by 0.00% | Dec 30, 23 |