| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.15M (11.86%) | 244.22K Increased by +5.89% | Jun 30, 23 |
| 2 | Dimensional Fund Advisors, Inc. | 2.24M (6.40%) | -72.77K Decreased by -3.25% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 1.93M (5.52%) | 14.65K Increased by +0.76% | Sep 30, 23 |
| 4 | AllianceBernstein L.P. | 1.50M (4.29%) | -7.19K Decreased by -0.48% | Jun 30, 23 |
| 5 | State Street Corporation | 976.99K (2.79%) | -47.13K Decreased by -4.82% | Sep 30, 23 |
| 6 | Manufacturers Life Insurance Co | 907.72K (2.60%) | -224.51K Decreased by -24.73% | Sep 30, 23 |
| 7 | Charles Schwab Investment Management Inc | 892.72K (2.55%) | 85.59K Increased by +9.59% | Jun 30, 23 |
| 8 | Geode Capital Management, LLC | 738.80K (2.11%) | 19.70K Increased by +2.67% | Jun 30, 23 |
| 9 | Brown Advisory Holdings Inc | 727.02K (2.08%) | -55.06K Decreased by -7.57% | Jun 30, 23 |
| 10 | Hotchkis & Wiley Capital Management LLC | 498.24K (1.42%) | 8.26K Increased by +1.66% | Sep 30, 23 |
| 11 | Polaris Capital Management, LLC | 469.08K (1.34%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 12 | JPMorgan Chase & Co | 453.06K (1.30%) | 74.80K Increased by +16.51% | Jun 30, 23 |
| 13 | American Century Companies Inc | 446.37K (1.28%) | -451.35K Decreased by -101.12% | Sep 30, 23 |
| 14 | Renaissance Technologies Corp | 441.62K (1.26%) | -25.52K Decreased by -5.78% | Sep 30, 23 |
| 15 | ProShare Advisors LLC | 426.41K (1.22%) | -55.82K Decreased by -13.09% | Sep 30, 23 |
| 16 | FJ Capital Management LLC | 408.95K (1.17%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 17 | Northern Trust Corp | 393.99K (1.13%) | 11.02K Increased by +2.80% | Sep 30, 23 |
| 18 | LSV Asset Management | 272.07K (0.78%) | -2.90K Decreased by -1.07% | Sep 30, 23 |
| 19 | AQR Capital Management LLC | 268.19K (0.77%) | 206.26K Increased by +76.91% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 264.45K (0.76%) | -2.28K Decreased by -0.86% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Russell 2000 ETF | 1.08M (3.08%) | 19.56K Increased by +1.81% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.07M (3.07%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | DFA US Small Cap Value I | 580.96K (1.66%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Schwab US Dividend Equity ETF™ | 561.09K (1.60%) | 82.00 Increased by +0.01% | Dec 30, 23 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 529.19K (1.51%) | 1.13K Increased by +0.21% | Nov 30, 23 |
| 6 | JHancock Regional Bank A | 428.87K (1.23%) | -1.68K Decreased by -0.39% | Nov 30, 23 |
| 7 | AB Small Cap Value Advisor | 370.75K (1.06%) | 74.94K Increased by +20.21% | Nov 30, 23 |
| 8 | ProShares Russell 2000 Dividend Growers | 357.91K (1.02%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 9 | iShares Russell 2000 Value ETF | 356.14K (1.02%) | 663.00 Increased by +0.19% | Dec 29, 23 |
| 10 | Avantis US Small Cap Value ETF | 348.19K (1.00%) | 2.05K Increased by +0.59% | Dec 30, 23 |
| 11 | JH Financial Opportunities | 348.15K (1.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Fidelity® Small Cap Index | 346.41K (0.99%) | 10.54K Increased by +3.04% | Oct 31, 23 |
| 13 | BlackRock Advantage Small Cap Core Instl | 339.37K (0.97%) | -5.50K Decreased by -1.62% | Nov 30, 23 |
| 14 | CREF Stock R1 | 291.26K (0.83%) | 14.40K Increased by +4.94% | Nov 30, 23 |
| 15 | JPM US Small Cap Value-Composite | 288.22K (0.82%) | 53.50K Increased by +18.56% | Dec 31, 23 |
| 16 | JPMorgan Small Cap Blend A | 288.22K (0.82%) | 53.50K Increased by +18.56% | Nov 30, 23 |
| 17 | Polaris Capital Mgt Polaris Glbl Eq | 275.18K (0.79%) | -115.80K Decreased by -42.08% | Sep 30, 23 |
| 18 | DFA US Small Cap I | 260.17K (0.74%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Dimensional US Targeted Value ETF | 256.20K (0.73%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | Foundry Partners Micro Cap Value | 250.12K (0.72%) | 34.65K Increased by +13.85% | Sep 30, 23 |