| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.79M (15.15%) | 2.80K Increased by +0.10% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 1.26M (6.87%) | -886.00 Decreased by -0.07% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 1.15M (6.27%) | 15.33K Increased by +1.33% | Sep 30, 23 |
| 4 | Systematic Financial Management LP | 904.77K (4.92%) | 17.43K Increased by +1.93% | Sep 30, 23 |
| 5 | State Street Corporation | 820.73K (4.46%) | -45.61K Decreased by -5.56% | Sep 30, 23 |
| 6 | Franklin Resources Inc | 526.74K (2.86%) | 199.00 Increased by +0.04% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 397.64K (2.16%) | 14.46K Increased by +3.64% | Sep 30, 23 |
| 8 | Goldman Sachs Group Inc | 337.62K (1.84%) | -10.16K Decreased by -3.01% | Sep 30, 23 |
| 9 | Amvescap Plc. | 317.17K (1.72%) | -22.09K Decreased by -6.96% | Sep 30, 23 |
| 10 | Royce & Associates, LP | 292.74K (1.59%) | 133.54K Increased by +45.62% | Sep 30, 23 |
| 11 | Northern Trust Corp | 251.52K (1.37%) | -4.09K Decreased by -1.62% | Sep 30, 23 |
| 12 | Hotchkis & Wiley Capital Management LLC | 251.41K (1.37%) | 20.65K Increased by +8.21% | Sep 30, 23 |
| 13 | Bank of New York Mellon Corp | 214.50K (1.17%) | -3.31K Decreased by -1.54% | Sep 30, 23 |
| 14 | American Century Companies Inc | 202.68K (1.10%) | 19.52K Increased by +9.63% | Sep 30, 23 |
| 15 | AQR Capital Management LLC | 192.72K (1.05%) | 31.48K Increased by +16.34% | Sep 30, 23 |
| 16 | Charles Schwab Investment Management Inc | 153.52K (0.83%) | 7.14K Increased by +4.65% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 144.15K (0.78%) | -115.68K Decreased by -80.25% | Sep 30, 23 |
| 18 | Cramer Rosenthal McGlynn LLC | 141.87K (0.77%) | -12.61K Decreased by -8.89% | Sep 30, 23 |
| 19 | Brandywine Global Investment Mgmt LLC | 131.02K (0.71%) | 32.82K Increased by +25.05% | Sep 30, 23 |
| 20 | Panagora Asset Management Inc | 116.98K (0.64%) | 267.00 Increased by +0.23% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.26M (6.86%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 550.93K (3.00%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Templeton Global Smaller Comp A | 441.87K (2.40%) | -20.02K Decreased by -4.53% | Oct 31, 23 |
| 4 | Templeton Global Smaller Comp Fund A | 441.87K (2.40%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | iShares Russell 2000 ETF | 420.28K (2.28%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 6 | iShares S&P Small-Cap 600 Value ETF | 266.36K (1.45%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 261.68K (1.42%) | 8.95K Increased by +3.42% | Nov 30, 23 |
| 8 | DFA US Small Cap Value I | 252.77K (1.37%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Avantis US Small Cap Value ETF | 200.86K (1.09%) | 576.00 Increased by +0.29% | Dec 30, 23 |
| 10 | DFA US Targeted Value I | 190.91K (1.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Fidelity® Small Cap Index | 181.65K (0.99%) | 6.50K Increased by +3.58% | Oct 31, 23 |
| 12 | iShares Russell 2000 Value ETF | 170.74K (0.93%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 13 | SPDR® Portfolio S&P 600 Sm Cap ETF | 164.95K (0.90%) | 735.00 Increased by +0.45% | Dec 29, 23 |
| 14 | Vanguard Tax-Managed Small Cap Adm | 150.76K (0.82%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Invesco S&P SmallCap Value with Momt ETF | 140.33K (0.76%) | 1.34K Increased by +0.96% | Nov 30, 23 |
| 16 | Dimensional US Targeted Value ETF | 135.20K (0.74%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | SPDR® S&P 600 Small Cap Value ETF | 132.97K (0.72%) | 417.00 Increased by +0.31% | Dec 31, 23 |
| 18 | Royce Capital Small-Cap Inv | 128.07K (0.70%) | 31.19K Increased by +24.35% | Sep 30, 23 |
| 19 | iShares S&P Small-Cap 600 Growth ETF | 127.74K (0.69%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 119.48K (0.65%) | 3.50K Increased by +2.93% | Dec 31, 23 |