| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 5.23M (9.92%) | -130.88K Decreased by -2.50% | Sep 30, 23 |
| 2 | BlackRock Inc | 4.94M (9.36%) | 176.26K Increased by +3.57% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 3.49M (6.61%) | 84.14K Increased by +2.41% | Sep 30, 23 |
| 4 | Franklin Resources Inc | 2.92M (5.54%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 2.52M (4.79%) | -1.06M Decreased by -41.94% | Sep 30, 23 |
| 6 | Van Berkom and Associates Inc | 2.12M (4.03%) | 117.41K Increased by +5.53% | Sep 30, 23 |
| 7 | FMR Inc | 1.72M (3.27%) | 18.87K Increased by +1.10% | Sep 30, 23 |
| 8 | GW&K Investment Management, LLC | 1.62M (3.06%) | 19.25K Increased by +1.19% | Sep 30, 23 |
| 9 | Amvescap Plc. | 1.52M (2.88%) | -82.38K Decreased by -5.42% | Sep 30, 23 |
| 10 | State Street Corporation | 1.18M (2.24%) | 16.38K Increased by +1.39% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 1.08M (2.04%) | 42.22K Increased by +3.92% | Sep 30, 23 |
| 12 | Schroder Investment Management Group | 963.38K (1.83%) | -203.91K Decreased by -21.17% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 899.54K (1.71%) | -25.73K Decreased by -2.86% | Sep 30, 23 |
| 14 | Ameriprise Financial Inc | 662.82K (1.26%) | -21.24K Decreased by -3.20% | Sep 30, 23 |
| 15 | First Trust Advisors L.P. | 653.63K (1.24%) | 148.59K Increased by +22.73% | Sep 30, 23 |
| 16 | Diameter Capital Partners LP | 650.00K (1.23%) | 88.11K Increased by +13.56% | Sep 30, 23 |
| 17 | Driehaus Capital Management LLC | 643.37K (1.22%) | -1.40K Decreased by -0.22% | Sep 30, 23 |
| 18 | LSV Asset Management | 639.65K (1.21%) | -42.20K Decreased by -6.60% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 602.52K (1.14%) | 39.07K Increased by +6.48% | Sep 30, 23 |
| 20 | Northern Trust Corp | 599.94K (1.14%) | 8.08K Increased by +1.35% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Franklin Small Cap Value SMA Composite | 2.02M (3.84%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Franklin US Small Cap Value Equity | 2.02M (3.84%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | Franklin Small Cap Value A | 1.78M (3.37%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.66M (3.15%) | 3.76K Increased by +0.23% | Nov 30, 23 |
| 5 | iShares Russell 2000 ETF | 1.43M (2.71%) | 9.12K Increased by +0.64% | Dec 29, 23 |
| 6 | Fidelity® Low-Priced Stock | 1.34M (2.54%) | -1.39K Decreased by -0.10% | Oct 31, 23 |
| 7 | Invesco Small Cap Value A | 1.33M (2.53%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Vanguard Small Cap Index | 1.31M (2.49%) | 4.03K Increased by +0.31% | Nov 30, 23 |
| 9 | Vanguard Small Cap Value Index Inv | 913.33K (1.73%) | 3.71K Increased by +0.41% | Nov 30, 23 |
| 10 | DFA US Small Cap Value I | 785.69K (1.49%) | 6.10K Increased by +0.78% | Nov 30, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 763.50K (1.45%) | 5.10K Increased by +0.67% | Nov 30, 23 |
| 12 | Wellington CIF II SMID Cap Research S3 | 615.26K (1.17%) | -9.88K Decreased by -1.61% | Sep 30, 23 |
| 13 | Wellington SMID Cap Research Equity | 615.26K (1.17%) | -9.88K Decreased by -1.61% | Sep 30, 23 |
| 14 | DFA US Targeted Value I | 582.89K (1.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | First Trust RBA Amer Indl RenaisTM ETF | 543.83K (1.03%) | 2.43K Increased by +0.45% | Dec 28, 23 |
| 16 | Global X US Infrastructure Dev ETF | 539.48K (1.02%) | 462.00 Increased by +0.09% | Dec 29, 23 |
| 17 | Fidelity® Small Cap Index | 510.49K (0.97%) | 13.47K Increased by +2.64% | Oct 31, 23 |
| 18 | Schroder US Smaller Companies Acc | 481.86K (0.91%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 19 | iShares Russell 2000 Value ETF | 478.45K (0.91%) | 891.00 Increased by +0.19% | Dec 29, 23 |
| 20 | Franklin Small Cap Value VIP 1 | 463.33K (0.88%) | 0.00 Increased by 0.00% | Nov 30, 23 |