| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.07M (15.96%) | -136.43K Decreased by -2.69% | Sep 30, 23 |
| 2 | Dimensional Fund Advisors, Inc. | 2.51M (7.90%) | -23.09K Decreased by -0.92% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 2.40M (7.56%) | -20.96K Decreased by -0.87% | Sep 30, 23 |
| 4 | Royce & Associates, LP | 2.23M (7.01%) | 132.09K Increased by +5.93% | Sep 30, 23 |
| 5 | Palisade Capital Management LLc | 1.44M (4.52%) | 165.00 Increased by +0.01% | Sep 30, 23 |
| 6 | State Street Corporation | 1.22M (3.83%) | -6.83K Decreased by -0.56% | Sep 30, 23 |
| 7 | First Trust Advisors L.P. | 993.34K (3.12%) | 278.88K Increased by +28.08% | Sep 30, 23 |
| 8 | Hotchkis & Wiley Capital Management LLC | 721.54K (2.27%) | 231.94K Increased by +32.15% | Sep 30, 23 |
| 9 | Pacer Advisors, INC. | 706.78K (2.22%) | 198.02K Increased by +28.02% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 687.20K (2.16%) | 22.57K Increased by +3.28% | Sep 30, 23 |
| 11 | AQR Capital Management LLC | 555.15K (1.75%) | 161.63K Increased by +29.11% | Sep 30, 23 |
| 12 | Charles Schwab Investment Management Inc | 535.28K (1.68%) | 32.23K Increased by +6.02% | Sep 30, 23 |
| 13 | Bank of New York Mellon Corp | 534.02K (1.68%) | -2.11K Decreased by -0.40% | Sep 30, 23 |
| 14 | Amvescap Plc. | 483.69K (1.52%) | 25.55K Increased by +5.28% | Sep 30, 23 |
| 15 | Northern Trust Corp | 408.19K (1.28%) | -2.37K Decreased by -0.58% | Sep 30, 23 |
| 16 | New York State Common Retirement Fund | 406.44K (1.28%) | 21.34K Increased by +5.25% | Sep 30, 23 |
| 17 | Horrell Capital Management, Inc. | 405.95K (1.28%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | Renaissance Technologies Corp | 338.60K (1.07%) | 50.40K Increased by +14.88% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 331.30K (1.04%) | 24.47K Increased by +7.39% | Sep 30, 23 |
| 20 | Alpine Peaks Capital, LP | 276.49K (0.87%) | 42.00K Increased by +15.19% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.14M (6.74%) | 980.00 Increased by +0.05% | Dec 29, 23 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 1.69M (5.31%) | 10.28K Increased by +0.61% | Dec 28, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.07M (3.36%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Pacer US Small Cap Cash Cows 100 ETF | 963.25K (3.03%) | 8.71K Increased by +0.90% | Nov 30, 23 |
| 5 | iShares Russell 2000 ETF | 914.89K (2.88%) | 22.35K Increased by +2.44% | Dec 29, 23 |
| 6 | Palisade Small Cap Core Equity | 877.74K (2.76%) | -1.63K Decreased by -0.19% | Sep 30, 23 |
| 7 | DFA US Small Cap Value I | 721.66K (2.27%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Thrivent Core Small Cap Value | 523.10K (1.65%) | -108.97K Decreased by -20.83% | Apr 30, 23 |
| 9 | Royce Small-Cap Special Equity Invmt | 490.00K (1.54%) | 1.50K Increased by +0.31% | Sep 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 471.46K (1.48%) | 1.17K Increased by +0.25% | Nov 30, 23 |
| 11 | Royce Small-Cap Opportunity Invmt | 471.27K (1.48%) | 63.51K Increased by +13.48% | Sep 30, 23 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 450.22K (1.42%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 13 | DFA US Targeted Value I | 366.00K (1.15%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | iShares Russell 2000 Value ETF | 327.96K (1.03%) | 9.46K Increased by +2.88% | Dec 29, 23 |
| 15 | Fidelity® Small Cap Index | 316.70K (1.00%) | 10.22K Increased by +3.23% | Oct 31, 23 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 279.64K (0.88%) | 1.24K Increased by +0.44% | Dec 29, 23 |
| 17 | Vanguard Tax-Managed Small Cap Adm | 270.55K (0.85%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | DFA US Small Cap I | 250.22K (0.79%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Invesco S&P SmallCap Value with Momt ETF | 248.50K (0.78%) | 1.91K Increased by +0.77% | Nov 30, 23 |
| 20 | Schwab Fundamental US Small Company ETF | 244.84K (0.77%) | 174.00 Increased by +0.07% | Dec 30, 23 |