| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 18.62M (12.11%) | 16.13K Increased by +0.09% | Sep 30, 23 |
| 2 | BlackRock Inc | 16.97M (11.04%) | -169.81K Decreased by -1.00% | Sep 30, 23 |
| 3 | State Street Corporation | 6.16M (4.01%) | -224.28K Decreased by -3.64% | Sep 30, 23 |
| 4 | Capital Management Corp | 4.54M (2.95%) | 104.19K Increased by +2.30% | Sep 30, 23 |
| 5 | Clifford Capital Partners, LLC | 4.43M (2.88%) | 940.60K Increased by +21.24% | Sep 30, 23 |
| 6 | Northern Trust Corp | 4.23M (2.75%) | 457.33K Increased by +10.81% | Sep 30, 23 |
| 7 | Charles Schwab Investment Management Inc | 4.22M (2.74%) | -278.51K Decreased by -6.61% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 3.30M (2.15%) | 61.80K Increased by +1.87% | Sep 30, 23 |
| 9 | Permit Capital, LLC | 3.25M (2.12%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 3.02M (1.96%) | 53.74K Increased by +1.78% | Sep 30, 23 |
| 11 | Amvescap Plc. | 2.73M (1.78%) | 321.44K Increased by +11.77% | Sep 30, 23 |
| 12 | D. E. Shaw & Co LP | 2.63M (1.71%) | -131.77K Decreased by -5.00% | Sep 30, 23 |
| 13 | Goldman Sachs Group Inc | 2.53M (1.65%) | -846.84K Decreased by -33.46% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 2.30M (1.50%) | -137.93K Decreased by -5.99% | Sep 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 2.01M (1.31%) | 99.57K Increased by +4.95% | Sep 30, 23 |
| 16 | Anqa Management LLC | 861.02K (0.56%) | -153.02K Decreased by -17.77% | Sep 30, 23 |
| 17 | Principal Financial Group Inc | 823.36K (0.54%) | -110.08K Decreased by -13.37% | Sep 30, 23 |
| 18 | Kornitzer Capital Management Inc | 796.91K (0.52%) | -22.10K Decreased by -2.77% | Sep 30, 23 |
| 19 | Westside Investment Management, Inc. | 765.61K (0.50%) | 61.60K Increased by +8.05% | Sep 30, 23 |
| 20 | Assenagon Asset Management SA | 656.29K (0.43%) | -745.26K Decreased by -113.56% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 10.20M (6.64%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 4.75M (3.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 4.31M (2.80%) | 13.28K Increased by +0.31% | Nov 30, 23 |
| 4 | Vanguard Small Cap Value Index Inv | 3.02M (1.97%) | -4.69K Decreased by -0.16% | Nov 30, 23 |
| 5 | iShares Russell 2000 ETF | 2.82M (1.84%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 2.34M (1.52%) | 4.14K Increased by +0.18% | Nov 30, 23 |
| 7 | Schwab Fundamental US Small Company ETF | 2.18M (1.42%) | 1.56K Increased by +0.07% | Dec 30, 23 |
| 8 | Classic Global Equity Fund | 2.15M (1.40%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | iShares S&P Small-Cap 600 Value ETF | 2.14M (1.39%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 10 | Fidelity® Small Cap Index | 1.69M (1.10%) | 46.64K Increased by +2.76% | Oct 31, 23 |
| 11 | Clifford Capital Partners Institutional | 1.44M (0.94%) | 289.60K Increased by +20.13% | Sep 30, 23 |
| 12 | Vanguard Tax-Managed Small Cap Adm | 1.43M (0.93%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | CMC SMID | 1.41M (0.92%) | 23.68K Increased by +1.68% | Sep 30, 23 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 1.34M (0.87%) | 5.90K Increased by +0.44% | Dec 29, 23 |
| 15 | CMC G&I | 1.13M (0.73%) | -2.83K Decreased by -0.25% | Sep 30, 23 |
| 16 | SPDR® S&P 600 Small Cap Value ETF | 1.07M (0.70%) | 3.37K Increased by +0.31% | Dec 31, 23 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 1.01M (0.66%) | 33.30K Increased by +3.28% | Dec 31, 23 |
| 18 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 916.00K (0.60%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | WisdomTree US SmallCap Dividend ETF | 876.07K (0.57%) | -2.90K Decreased by -0.33% | Nov 30, 23 |
| 20 | Invesco S&P SmallCap 600 Revenue ETF | 860.52K (0.56%) | 0.00 Increased by 0.00% | Dec 29, 23 |