| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.28M (16.54%) | -316.83K Decreased by -7.41% | Sep 30, 23 |
| 2 | T. Rowe Price Associates, Inc. | 3.44M (13.30%) | -634.48K Decreased by -18.44% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 3.10M (11.98%) | -305.26K Decreased by -9.86% | Sep 30, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 2.47M (9.57%) | 27.63K Increased by +1.12% | Sep 30, 23 |
| 5 | Neuberger Berman Group LLC | 1.12M (4.32%) | 87.02K Increased by +7.78% | Sep 30, 23 |
| 6 | State Street Corporation | 1.04M (4.04%) | -55.50K Decreased by -5.31% | Sep 30, 23 |
| 7 | Bank of New York Mellon Corp | 657.05K (2.54%) | 22.57K Increased by +3.43% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 604.10K (2.34%) | 5.98K Increased by +0.99% | Sep 30, 23 |
| 9 | FMR Inc | 460.09K (1.78%) | -233.52K Decreased by -50.76% | Sep 30, 23 |
| 10 | Northern Trust Corp | 430.97K (1.67%) | -6.78K Decreased by -1.57% | Sep 30, 23 |
| 11 | Charles Schwab Investment Management Inc | 409.72K (1.58%) | 11.67K Increased by +2.85% | Sep 30, 23 |
| 12 | Bragg Financial Advisors Inc | 370.53K (1.43%) | 103.20K Increased by +27.85% | Sep 30, 23 |
| 13 | American Century Companies Inc | 349.35K (1.35%) | 6.89K Increased by +1.97% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 326.42K (1.26%) | -65.07K Decreased by -19.93% | Sep 30, 23 |
| 15 | Bridgeway Capital Management, LLC | 296.23K (1.15%) | 10.59K Increased by +3.57% | Sep 30, 23 |
| 16 | Jacobs Levy Equity Management, Inc. | 295.30K (1.14%) | 295.30K Increased by +100.00% | Sep 30, 23 |
| 17 | Bank of America Corp | 283.57K (1.10%) | -2.75K Decreased by -0.97% | Sep 30, 23 |
| 18 | Ceredex Value Advisors LLC | 215.13K (0.83%) | 3.92K Increased by +1.82% | Sep 30, 23 |
| 19 | Loomis, Sayles & Company LP | 204.65K (0.79%) | -8.57K Decreased by -4.19% | Sep 30, 23 |
| 20 | Goldman Sachs Group Inc | 195.54K (0.76%) | 37.15K Increased by +19.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Mid-Cap Value | 1.98M (7.67%) | -387.87K Decreased by -19.57% | Sep 30, 23 |
| 2 | T. Rowe Price US Mid-Cap Value Equity | 1.98M (7.67%) | -387.87K Decreased by -19.57% | Sep 30, 23 |
| 3 | iShares Core S&P Small-Cap ETF | 1.83M (7.09%) | 835.00 Increased by +0.05% | Dec 29, 23 |
| 4 | T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z | 958.85K (3.71%) | -174.55K Decreased by -18.20% | Sep 30, 23 |
| 5 | DFA US Small Cap Value I | 848.46K (3.28%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 809.22K (3.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | iShares Russell 2000 ETF | 722.83K (2.80%) | 4.60K Increased by +0.64% | Dec 29, 23 |
| 8 | Vanguard Small Cap Index | 660.30K (2.55%) | 2.05K Increased by +0.31% | Nov 30, 23 |
| 9 | Vanguard Small Cap Value Index Inv | 458.32K (1.77%) | -720.00 Decreased by -0.16% | Nov 30, 23 |
| 10 | Fidelity® Value | 435.20K (1.68%) | 19.10K Increased by +4.39% | Nov 30, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 392.49K (1.52%) | 3.42K Increased by +0.87% | Nov 30, 23 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 383.88K (1.48%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 13 | FPA Queens Road Small Cap Value Inv | 350.99K (1.36%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | DFA US Targeted Value I | 334.81K (1.29%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Avantis US Small Cap Value ETF | 297.39K (1.15%) | 1.75K Increased by +0.59% | Dec 30, 23 |
| 16 | Fidelity® Small Cap Index | 263.90K (1.02%) | 7.32K Increased by +2.77% | Oct 31, 23 |
| 17 | iShares Russell 2000 Value ETF | 258.01K (1.00%) | 480.00 Increased by +0.19% | Dec 29, 23 |
| 18 | Dimensional US Targeted Value ETF | 238.54K (0.92%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | Vanguard Tax-Managed Small Cap Adm | 237.70K (0.92%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 232.96K (0.90%) | 1.05K Increased by +0.45% | Dec 29, 23 |