| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.69M (18.01%) | -27.41K Decreased by -0.58% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 2.38M (9.12%) | 32.35K Increased by +1.36% | Sep 30, 23 |
| 3 | River Road Asset Management, LLC | 1.92M (7.36%) | -55.64K Decreased by -2.90% | Sep 30, 23 |
| 4 | Geneva Capital Management | 1.55M (5.96%) | 4.83K Increased by +0.31% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 1.52M (5.82%) | 19.40K Increased by +1.28% | Sep 30, 23 |
| 6 | Wellington Management Company LLP | 1.06M (4.07%) | -30.18K Decreased by -2.85% | Sep 30, 23 |
| 7 | AltraVue Capital, LLC | 990.26K (3.80%) | -2.20K Decreased by -0.22% | Sep 30, 23 |
| 8 | State Street Corporation | 986.96K (3.79%) | -2.85K Decreased by -0.29% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 873.86K (3.35%) | 31.57K Increased by +3.61% | Sep 30, 23 |
| 10 | WCM Investment Management | 591.18K (2.27%) | -108.76K Decreased by -18.40% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 570.62K (2.19%) | 20.65K Increased by +3.62% | Sep 30, 23 |
| 12 | Royal Bank of Canada | 546.66K (2.10%) | -2.25K Decreased by -0.41% | Sep 30, 23 |
| 13 | Northern Trust Corp | 533.88K (2.05%) | -23.78K Decreased by -4.45% | Sep 30, 23 |
| 14 | Ameriprise Financial Inc | 435.36K (1.67%) | -19.10K Decreased by -4.39% | Sep 30, 23 |
| 15 | Charles Schwab Investment Management Inc | 374.70K (1.44%) | 7.52K Increased by +2.01% | Sep 30, 23 |
| 16 | FMR Inc | 286.98K (1.10%) | 281.17K Increased by +97.98% | Sep 30, 23 |
| 17 | Bank of New York Mellon Corp | 256.99K (0.99%) | -9.31K Decreased by -3.62% | Sep 30, 23 |
| 18 | Nuveen Asset Management, LLC | 240.94K (0.92%) | -4.92K Decreased by -2.04% | Sep 30, 23 |
| 19 | Victory Capital Management Inc. | 201.45K (0.77%) | -16.10K Decreased by -7.99% | Sep 30, 23 |
| 20 | Royce & Associates, LP | 184.27K (0.71%) | -2.02K Decreased by -1.10% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.80M (6.92%) | 770.00 Increased by +0.04% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 841.75K (3.23%) | 1.84K Increased by +0.22% | Nov 30, 23 |
| 3 | iShares Russell 2000 ETF | 736.02K (2.82%) | 19.82K Increased by +2.69% | Dec 29, 23 |
| 4 | Nationwide Geneva Small Cap Gr Instl Svc | 561.71K (2.16%) | 1.41K Increased by +0.25% | Sep 30, 23 |
| 5 | Vanguard Information Technology ETF | 477.90K (1.83%) | -20.69K Decreased by -4.33% | Nov 30, 23 |
| 6 | JNL Multi-Manager Small Cap Value I | 412.59K (1.58%) | -62.98K Decreased by -15.27% | Sep 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 376.33K (1.44%) | 3.29K Increased by +0.88% | Nov 30, 23 |
| 8 | AMG River Road Small Cap Value N | 357.72K (1.37%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Fidelity® Small Cap Index | 256.87K (0.99%) | 7.05K Increased by +2.74% | Oct 31, 23 |
| 10 | iShares Russell 2000 Value ETF | 241.23K (0.93%) | 450.00 Increased by +0.19% | Dec 29, 23 |
| 11 | SPDR® Portfolio S&P 600 Sm Cap ETF | 230.60K (0.88%) | 1.03K Increased by +0.45% | Dec 29, 23 |
| 12 | Vanguard Tax-Managed Small Cap Adm | 214.87K (0.82%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | DFA US Small Cap Value I | 208.14K (0.80%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | DFA US Micro Cap I | 206.40K (0.79%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | DFA US Targeted Value I | 205.94K (0.79%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | BlackRock Advantage Small Cap Core Instl | 197.00K (0.76%) | -3.06K Decreased by -1.55% | Nov 30, 23 |
| 17 | DFA US Small Cap I | 179.96K (0.69%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | Value Line Small Cap Opportunities Inv | 177.10K (0.68%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | iShares S&P Small-Cap 600 Value ETF | 168.46K (0.65%) | 0.00 Increased by 0.00% | Nov 29, 23 |
| 20 | Strategic Advisers® Small-Mid Cap | 166.13K (0.64%) | 0.00 Increased by 0.00% | Oct 31, 23 |