| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 13.48M (16.66%) | -768.64K Decreased by -5.70% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 9.59M (11.86%) | 7.26K Increased by +0.08% | Sep 30, 23 |
| 3 | Capital Research & Mgmt Co - Division 3 | 8.62M (10.66%) | -53.50K Decreased by -0.62% | Sep 30, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 6.01M (7.43%) | 55.12K Increased by +0.92% | Sep 30, 23 |
| 5 | Jennison Associates LLC | 4.72M (5.83%) | 146.34K Increased by +3.10% | Sep 30, 23 |
| 6 | State Street Corporation | 2.98M (3.69%) | 21.88K Increased by +0.73% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 1.65M (2.05%) | 71.16K Increased by +4.30% | Sep 30, 23 |
| 8 | Gamco Investors, Inc. Et Al | 1.22M (1.50%) | 102.00K Increased by +8.38% | Sep 30, 23 |
| 9 | Charles Schwab Investment Management Inc | 1.18M (1.46%) | 68.17K Increased by +5.77% | Sep 30, 23 |
| 10 | Bank of New York Mellon Corp | 1.15M (1.42%) | -27.76K Decreased by -2.41% | Sep 30, 23 |
| 11 | BB&T Corp. | 893.21K (1.10%) | -46.95K Decreased by -5.26% | Sep 30, 23 |
| 12 | Northern Trust Corp | 884.06K (1.09%) | 3.80K Increased by +0.43% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 728.50K (0.90%) | -65.40K Decreased by -8.98% | Sep 30, 23 |
| 14 | Gabelli Funds LLC | 624.00K (0.77%) | -1.00K Decreased by -0.16% | Sep 30, 23 |
| 15 | Mirae Asset Global Investments (Korea) Co Ltd | 569.48K (0.70%) | 46.40K Increased by +8.15% | Sep 30, 23 |
| 16 | Millennium Management LLC | 539.92K (0.67%) | 453.84K Increased by +84.06% | Sep 30, 23 |
| 17 | TCTC Holdings, LLC | 527.05K (0.65%) | 50.00 Increased by +0.01% | Sep 30, 23 |
| 18 | Raymond James & Associates | 525.75K (0.65%) | -23.41K Decreased by -4.45% | Sep 30, 23 |
| 19 | Principal Financial Group Inc | 440.26K (0.54%) | -20.77K Decreased by -4.72% | Sep 30, 23 |
| 20 | Arnhold & S. Bleichroeder Advisers, LLC | 428.11K (0.53%) | 132.25K Increased by +30.89% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | American Funds Capital Income Bldr A | 7.71M (9.53%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | iShares Core S&P Small-Cap ETF | 5.48M (6.77%) | 2.33K Increased by +0.04% | Dec 29, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.60M (3.21%) | 5.04K Increased by +0.19% | Nov 30, 23 |
| 4 | iShares Russell 2000 ETF | 2.21M (2.73%) | 44.67K Increased by +2.02% | Dec 29, 23 |
| 5 | Vanguard Small Cap Index | 2.12M (2.62%) | 13.71K Increased by +0.65% | Nov 30, 23 |
| 6 | PGIM Jennison Small Company A | 1.96M (2.43%) | -278.15K Decreased by -14.17% | Nov 30, 23 |
| 7 | Jennison SMid Cap Core Equity | 1.69M (2.08%) | -554.76K Decreased by -32.89% | Dec 31, 23 |
| 8 | DFA US Small Cap Value I | 1.63M (2.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Vanguard Small Cap Value Index Inv | 1.47M (1.82%) | 3.77K Increased by +0.26% | Nov 30, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.17M (1.45%) | 6.67K Increased by +0.57% | Nov 30, 23 |
| 11 | DFA US Targeted Value I | 865.50K (1.07%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Fidelity® Small Cap Index | 781.73K (0.97%) | 21.45K Increased by +2.74% | Oct 31, 23 |
| 13 | Dimensional US Targeted Value ETF | 767.51K (0.95%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 701.61K (0.87%) | 3.15K Increased by +0.45% | Dec 29, 23 |
| 15 | Vanguard Tax-Managed Small Cap Adm | 664.28K (0.82%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 16 | 1290 VT GAMCO Small Company Value IB | 645.00K (0.80%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | iShares Russell 2000 Value ETF | 633.44K (0.78%) | 1.18K Increased by +0.19% | Dec 29, 23 |
| 18 | iShares S&P Small-Cap 600 Value ETF | 575.47K (0.71%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | iShares US Infrastructure ETF | 509.21K (0.63%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | Global X US Infrastructure Dev ETF | 504.41K (0.62%) | 434.00 Increased by +0.09% | Dec 29, 23 |