| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.66M (15.91%) | -254.04K Decreased by -3.32% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 5.49M (11.40%) | -101.43K Decreased by -1.85% | Sep 30, 23 |
| 3 | ECP ControlCo, LLC | 2.45M (5.09%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 2.37M (4.93%) | 123.43K Increased by +5.20% | Sep 30, 23 |
| 5 | State Street Corporation | 1.89M (3.92%) | -17.72K Decreased by -0.94% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 1.04M (2.16%) | 51.50K Increased by +4.95% | Sep 30, 23 |
| 7 | Broad Run Investment Management, LLC | 1.01M (2.10%) | -10.61K Decreased by -1.05% | Sep 30, 23 |
| 8 | Davenport & Company LLC | 875.04K (1.82%) | -17.81K Decreased by -2.04% | Sep 30, 23 |
| 9 | Charles Schwab Investment Management Inc | 709.17K (1.47%) | 51.83K Increased by +7.31% | Sep 30, 23 |
| 10 | HPM Partners LLC | 698.41K (1.45%) | -698.93K Decreased by -100.07% | Sep 30, 23 |
| 11 | Bank of New York Mellon Corp | 521.72K (1.08%) | -13.82K Decreased by -2.65% | Sep 30, 23 |
| 12 | Northern Trust Corp | 515.19K (1.07%) | -1.38K Decreased by -0.27% | Sep 30, 23 |
| 13 | American Century Companies Inc | 445.00K (0.92%) | 90.69K Increased by +20.38% | Sep 30, 23 |
| 14 | Renaissance Technologies Corp | 379.57K (0.79%) | -41.00K Decreased by -10.80% | Sep 30, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 342.05K (0.71%) | 30.80K Increased by +9.00% | Sep 30, 23 |
| 16 | JPMorgan Chase & Co | 294.10K (0.61%) | -59.35K Decreased by -20.18% | Sep 30, 23 |
| 17 | Principal Financial Group Inc | 270.83K (0.56%) | -14.61K Decreased by -5.39% | Sep 30, 23 |
| 18 | Rhumbline Advisers | 160.19K (0.33%) | -2.06K Decreased by -1.28% | Sep 30, 23 |
| 19 | Ameriprise Financial Inc | 158.93K (0.33%) | -16.41K Decreased by -10.32% | Sep 30, 23 |
| 20 | Amvescap Plc. | 154.54K (0.32%) | -2.28K Decreased by -1.48% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.38M (7.01%) | 1.54K Increased by +0.05% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.56M (3.23%) | 4.61K Increased by +0.30% | Nov 30, 23 |
| 3 | iShares Russell 2000 ETF | 1.28M (2.66%) | 8.13K Increased by +0.64% | Dec 29, 23 |
| 4 | Vanguard Small Cap Index | 1.24M (2.57%) | 3.80K Increased by +0.31% | Nov 30, 23 |
| 5 | Davenport Small Cap Focus | 857.00K (1.78%) | -111.00 Decreased by -0.01% | Nov 30, 23 |
| 6 | Hennessy Focus Investor | 796.74K (1.65%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 721.83K (1.50%) | 1.42K Increased by +0.20% | Nov 30, 23 |
| 8 | Vanguard Small Cap Growth Index Inv | 695.42K (1.44%) | 9.06K Increased by +1.30% | Nov 30, 23 |
| 9 | iShares S&P Small-Cap 600 Value ETF | 602.85K (1.25%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 10 | iShares S&P Small-Cap 600 Growth ETF | 481.10K (1.00%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 11 | Fidelity® Small Cap Index | 467.37K (0.97%) | 12.98K Increased by +2.78% | Oct 31, 23 |
| 12 | iShares Russell 2000 Value ETF | 463.33K (0.96%) | 8.44K Increased by +1.82% | Dec 29, 23 |
| 13 | SPDR® Portfolio S&P 600 Sm Cap ETF | 426.39K (0.89%) | 1.93K Increased by +0.45% | Dec 29, 23 |
| 14 | Vanguard Tax-Managed Small Cap Adm | 404.10K (0.84%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | DFA US Micro Cap I | 380.43K (0.79%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | DFA US Small Cap I | 360.51K (0.75%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | SPDR® S&P 600 Small Cap Value ETF | 337.53K (0.70%) | -1.42K Decreased by -0.42% | Nov 30, 23 |
| 18 | Avantis US Small Cap Value ETF | 329.81K (0.68%) | 0.00 Increased by 0.00% | Dec 30, 23 |
| 19 | DFA US Small Cap Value I | 300.39K (0.62%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Schwab Fundamental US Small Company ETF | 272.77K (0.57%) | 194.00 Increased by +0.07% | Dec 30, 23 |