| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.31M (15.75%) | -141.79K Decreased by -4.28% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 2.55M (12.12%) | 4.86K Increased by +0.19% | Sep 30, 23 |
| 3 | HighTower Advisors, LLC | 2.17M (10.30%) | 162.56K Increased by +7.51% | Sep 30, 23 |
| 4 | State Street Corporation | 1.20M (5.72%) | -789.15K Decreased by -65.63% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 1.17M (5.56%) | 40.56K Increased by +3.47% | Sep 30, 23 |
| 6 | First Trust Advisors L.P. | 926.67K (4.41%) | 136.54K Increased by +14.73% | Sep 30, 23 |
| 7 | Westwood Holdings Group Inc | 747.90K (3.56%) | 100.29K Increased by +13.41% | Sep 30, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 464.04K (2.21%) | 69.43K Increased by +14.96% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 430.60K (2.05%) | 13.65K Increased by +3.17% | Sep 30, 23 |
| 10 | DePrince Race & Zollo Inc | 384.59K (1.83%) | 199.44K Increased by +51.86% | Sep 30, 23 |
| 11 | SouthernSun Asset Management, LLC | 337.56K (1.61%) | -32.18K Decreased by -9.53% | Sep 30, 23 |
| 12 | Bank of New York Mellon Corp | 323.93K (1.54%) | 2.74K Increased by +0.85% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 297.99K (1.42%) | 14.27K Increased by +4.79% | Sep 30, 23 |
| 14 | Northern Trust Corp | 278.70K (1.33%) | 8.20K Increased by +2.94% | Sep 30, 23 |
| 15 | Allspring Global Investments Holdings, LLC | 175.57K (0.84%) | -3.17K Decreased by -1.81% | Sep 30, 23 |
| 16 | NFJ Investment Group, LLC | 174.05K (0.83%) | 131.54K Increased by +75.58% | Sep 30, 23 |
| 17 | Amvescap Plc. | 131.24K (0.62%) | 2.83K Increased by +2.16% | Sep 30, 23 |
| 18 | JPMorgan Chase & Co | 123.59K (0.59%) | -12.38K Decreased by -10.02% | Sep 30, 23 |
| 19 | American Century Companies Inc | 120.16K (0.57%) | 738.00 Increased by +0.61% | Sep 30, 23 |
| 20 | Principal Financial Group Inc | 114.45K (0.54%) | -6.28K Decreased by -5.49% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.42M (6.77%) | 615.00 Increased by +0.04% | Dec 29, 23 |
| 2 | First Trust Value Line® Dividend ETF | 697.46K (3.32%) | -78.31K Decreased by -11.23% | Dec 28, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 665.87K (3.17%) | 1.47K Increased by +0.22% | Nov 30, 23 |
| 4 | iShares Russell 2000 ETF | 586.60K (2.79%) | 14.80K Increased by +2.52% | Dec 29, 23 |
| 5 | Vanguard Small Cap Index | 549.40K (2.61%) | 1.67K Increased by +0.30% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 382.67K (1.82%) | 1.24K Increased by +0.32% | Nov 30, 23 |
| 7 | SouthernSun Small Cap | 328.71K (1.56%) | -31.23K Decreased by -9.50% | Sep 30, 23 |
| 8 | SPDR® S&P Dividend ETF | 305.08K (1.45%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 304.71K (1.45%) | 532.00 Increased by +0.17% | Nov 30, 23 |
| 10 | iShares S&P Small-Cap 600 Value ETF | 297.29K (1.41%) | -1.09K Decreased by -0.37% | Dec 29, 23 |
| 11 | Westwood Mgt SmallCap Value | 254.26K (1.21%) | -33.97K Decreased by -13.36% | Dec 31, 23 |
| 12 | Westwood Quality SmallCap Fund Inst | 254.26K (1.21%) | -33.97K Decreased by -13.36% | Dec 31, 23 |
| 13 | Virtus NFJ Mid-Cap Value C | 206.57K (0.98%) | -24.10K Decreased by -11.67% | Nov 30, 23 |
| 14 | Fidelity® Small Cap Index | 205.14K (0.98%) | 5.80K Increased by +2.83% | Oct 31, 23 |
| 15 | DFA US Targeted Value I | 197.18K (0.94%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 181.96K (0.87%) | 819.00 Increased by +0.45% | Dec 29, 23 |
| 17 | iShares Russell 2000 Value ETF | 180.32K (0.86%) | 336.00 Increased by +0.19% | Dec 29, 23 |
| 18 | Vanguard Tax-Managed Small Cap Adm | 175.74K (0.84%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | DFA US Small Cap I | 165.13K (0.79%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | DFA US Micro Cap I | 163.21K (0.78%) | 0.00 Increased by 0.00% | Nov 30, 23 |