| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.43M (17.21%) | -94.49K Decreased by -1.47% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 5.21M (13.95%) | -223.65K Decreased by -4.29% | Sep 30, 23 |
| 3 | State Street Corporation | 1.51M (4.06%) | 20.32K Increased by +1.34% | Sep 30, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 1.02M (2.74%) | -8.00K Decreased by -0.78% | Sep 30, 23 |
| 5 | First Trust Advisors L.P. | 922.34K (2.47%) | -68.69K Decreased by -7.45% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 874.48K (2.34%) | 30.77K Increased by +3.52% | Sep 30, 23 |
| 7 | Northern Trust Corp | 625.50K (1.67%) | -475.00 Decreased by -0.08% | Sep 30, 23 |
| 8 | Gabelli Funds LLC | 605.70K (1.62%) | -64.20K Decreased by -10.60% | Sep 30, 23 |
| 9 | Fuller & Thaler Asset Management Inc | 545.49K (1.46%) | 132.16K Increased by +24.23% | Sep 30, 23 |
| 10 | Bank of New York Mellon Corp | 528.16K (1.41%) | -15.33K Decreased by -2.90% | Sep 30, 23 |
| 11 | Charles Schwab Investment Management Inc | 508.85K (1.36%) | 11.06K Increased by +2.17% | Sep 30, 23 |
| 12 | Nuveen Asset Management, LLC | 405.09K (1.08%) | -917.00 Decreased by -0.23% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 342.35K (0.92%) | 8.15K Increased by +2.38% | Sep 30, 23 |
| 14 | Gamco Investors, Inc. Et Al | 285.19K (0.76%) | -17.70K Decreased by -6.21% | Sep 30, 23 |
| 15 | Principal Financial Group Inc | 234.13K (0.63%) | -9.65K Decreased by -4.12% | Sep 30, 23 |
| 16 | LSV Asset Management | 196.02K (0.52%) | -7.80K Decreased by -3.98% | Sep 30, 23 |
| 17 | Amvescap Plc. | 181.99K (0.49%) | -8.07K Decreased by -4.44% | Sep 30, 23 |
| 18 | Victory Capital Management Inc. | 168.01K (0.45%) | -36.85K Decreased by -21.93% | Sep 30, 23 |
| 19 | Royal Bank of Canada | 162.52K (0.44%) | 4.00K Increased by +2.46% | Sep 30, 23 |
| 20 | Ameriprise Financial Inc | 162.22K (0.43%) | -16.33K Decreased by -10.07% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.79M (7.47%) | 1.10K Increased by +0.04% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.31M (3.49%) | 1.98K Increased by +0.15% | Nov 30, 23 |
| 3 | iShares Russell 2000 ETF | 1.10M (2.95%) | 7.01K Increased by +0.64% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 1.08M (2.89%) | 5.29K Increased by +0.49% | Nov 30, 23 |
| 5 | First Trust Value Line® Dividend ETF | 751.64K (2.01%) | -70.42K Decreased by -9.37% | Dec 28, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 749.78K (2.01%) | 690.00 Increased by +0.09% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 595.09K (1.59%) | 9.89K Increased by +1.66% | Nov 30, 23 |
| 8 | Gabelli Utilities AAA | 522.50K (1.40%) | -61.20K Decreased by -11.71% | Sep 30, 23 |
| 9 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 516.12K (1.38%) | 128.46K Increased by +24.89% | Sep 30, 23 |
| 10 | Fuller & Thaler Behavioral Small-Cap Eq | 516.12K (1.38%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | iShares S&P Small-Cap 600 Growth ETF | 398.23K (1.07%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 12 | Fidelity® Small Cap Index | 398.20K (1.07%) | 10.80K Increased by +2.71% | Oct 31, 23 |
| 13 | SPDR® Portfolio S&P 600 Sm Cap ETF | 357.90K (0.96%) | 1.60K Increased by +0.45% | Dec 29, 23 |
| 14 | Vanguard Tax-Managed Small Cap Adm | 340.12K (0.91%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | DFA US Small Cap I | 303.72K (0.81%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | DFA US Micro Cap I | 270.82K (0.73%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 242.35K (0.65%) | 12.60K Increased by +5.20% | Dec 31, 23 |
| 18 | 1290 VT GAMCO Small Company Value IB | 234.00K (0.63%) | -2.00K Decreased by -0.85% | Nov 30, 23 |
| 19 | Fidelity® Extended Market Index | 224.61K (0.60%) | 2.50K Increased by +1.12% | Nov 30, 23 |
| 20 | Vanguard Utilities ETF | 221.55K (0.59%) | -3.94K Decreased by -1.78% | Nov 30, 23 |