| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | FMR Inc | 389.83K (12.23%) | 7.74K Increased by +1.98% | Sep 30, 23 |
| 2 | T. Rowe Price Investment Management,Inc. | 329.31K (10.33%) | -11.81K Decreased by -3.59% | Sep 30, 23 |
| 3 | Renaissance Technologies Corp | 205.51K (6.45%) | 2.12K Increased by +1.03% | Sep 30, 23 |
| 4 | BlackRock Inc | 197.42K (6.19%) | 807.00 Increased by +0.41% | Sep 30, 23 |
| 5 | Vanguard Group Inc | 168.16K (5.27%) | 610.00 Increased by +0.36% | Sep 30, 23 |
| 6 | Dimensional Fund Advisors, Inc. | 159.92K (5.02%) | 4.79K Increased by +2.99% | Sep 30, 23 |
| 7 | Rice Hall James & Associates, LLC | 111.63K (3.50%) | -1.36K Decreased by -1.22% | Sep 30, 23 |
| 8 | Ranger Investment Management LP | 74.41K (2.33%) | -4.27K Decreased by -5.74% | Sep 30, 23 |
| 9 | State Street Corporation | 70.90K (2.22%) | -20.00 Decreased by -0.03% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 68.72K (2.16%) | 2.40K Increased by +3.49% | Sep 30, 23 |
| 11 | Acadian Asset Management LLC | 67.67K (2.12%) | 67.67K Increased by +100.00% | Jun 30, 23 |
| 12 | JPMorgan Chase & Co | 58.27K (1.83%) | -268.00 Decreased by -0.46% | Sep 30, 23 |
| 13 | Loomis, Sayles & Company LP | 46.03K (1.44%) | -4.15K Decreased by -9.02% | Sep 30, 23 |
| 14 | Franklin Resources Inc | 43.33K (1.36%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Goldman Sachs Group Inc | 40.96K (1.28%) | 100.00 Increased by +0.24% | Sep 30, 23 |
| 16 | Northern Trust Corp | 37.17K (1.17%) | -11.00 Decreased by -0.03% | Sep 30, 23 |
| 17 | Penn Mutual Asset Management LLC | 36.28K (1.14%) | 6.00K Increased by +16.54% | Sep 30, 23 |
| 18 | Royce & Associates, LP | 32.72K (1.03%) | 49.00 Increased by +0.15% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 31.40K (0.98%) | 208.00 Increased by +0.66% | Sep 30, 23 |
| 20 | Clean Yield Group Inc | 31.26K (0.98%) | 560.00 Increased by +1.79% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | T. Rowe Price Small-Cap Value | 223.65K (7.01%) | -12.31K Decreased by -5.50% | Sep 30, 23 |
| 2 | Fidelity® Low-Priced Stock | 214.45K (6.73%) | -223.00 Decreased by -0.10% | Oct 31, 23 |
| 3 | T. Rowe Price U.S. SC Value Eq Tr-Z | 98.54K (3.09%) | 100.00 Increased by +0.10% | Sep 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 96.93K (3.04%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | iShares Russell 2000 ETF | 76.68K (2.40%) | 473.00 Increased by +0.62% | Dec 29, 23 |
| 6 | JPM US Small Cap Value-Composite | 54.93K (1.72%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 7 | JPMorgan Small Cap Blend A | 54.93K (1.72%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Fidelity® Small Cap Discovery | 50.00K (1.57%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 47.87K (1.50%) | 300.00 Increased by +0.63% | Nov 30, 23 |
| 10 | DFA US Micro Cap I | 46.32K (1.45%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Franklin MicroCap Value A | 41.70K (1.31%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | DFA US Small Cap I | 36.97K (1.16%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | Fidelity® Small Cap Index | 32.91K (1.03%) | 727.00 Increased by +2.21% | Oct 31, 23 |
| 14 | Fidelity® Series Small Cap Discovery | 32.22K (1.01%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 15 | Royce Micro Cap Trust | 31.98K (1.00%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | Fidelity LowPriced Stock Commingled Pl A | 31.28K (0.98%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 17 | iShares Russell 2000 Growth ETF | 26.23K (0.82%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 18 | Russell Inv US Small Cap Equity E | 25.33K (0.79%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Fidelity® Low-Priced Stock K6 | 25.04K (0.79%) | 223.00 Increased by +0.89% | Oct 31, 23 |
| 20 | Fidelity Global Intrinsic Value Cl F5 | 22.62K (0.71%) | 0.00 Increased by 0.00% | Sep 30, 23 |