| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 10.31M (16.66%) | 46.38K Increased by +0.45% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 8.58M (13.87%) | -115.21K Decreased by -1.34% | Sep 30, 23 |
| 3 | WINDACRE PARTNERSHIP LLC | 6.79M (10.98%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 6.02M (9.73%) | 1.38M Increased by +22.86% | Sep 30, 23 |
| 5 | FMR Inc | 5.66M (9.15%) | -3.06M Decreased by -54.10% | Sep 30, 23 |
| 6 | UBS Group AG | 3.32M (5.37%) | 378.86K Increased by +11.40% | Sep 30, 23 |
| 7 | State Street Corporation | 2.81M (4.54%) | -80.55K Decreased by -2.87% | Sep 30, 23 |
| 8 | Wellington Management Company LLP | 2.39M (3.87%) | -15.79K Decreased by -0.66% | Sep 30, 23 |
| 9 | PRIMECAP Management Company | 2.38M (3.84%) | -32.27K Decreased by -1.36% | Sep 30, 23 |
| 10 | Citadel Advisors Llc | 1.82M (2.94%) | 1.52M Increased by +83.68% | Sep 30, 23 |
| 11 | AQR Capital Management LLC | 1.50M (2.42%) | 61.69K Increased by +4.12% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 1.12M (1.81%) | 5.63K Increased by +0.50% | Sep 30, 23 |
| 13 | Kettle Hill Capital Management LLC | 1.12M (1.81%) | 1.12M Increased by +100.00% | Sep 30, 23 |
| 14 | Cardinal Capital Management Llc | 1.11M (1.80%) | -49.94K Decreased by -4.49% | Sep 30, 23 |
| 15 | Charles Schwab Investment Management Inc | 1.00M (1.62%) | 148.16K Increased by +14.76% | Sep 30, 23 |
| 16 | Contrarius Investment Management Ltd | 1.00M (1.62%) | 787.87K Increased by +78.55% | Sep 30, 23 |
| 17 | First Trust Advisors L.P. | 916.78K (1.48%) | 493.12K Increased by +53.79% | Sep 30, 23 |
| 18 | Ameriprise Financial Inc | 682.41K (1.10%) | 323.41K Increased by +47.39% | Sep 30, 23 |
| 19 | Arrowstreet Capital Limited Partnership | 663.07K (1.07%) | 10.44K Increased by +1.57% | Sep 30, 23 |
| 20 | Amvescap Plc. | 660.00K (1.07%) | 26.41K Increased by +4.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.17M (8.36%) | 2.22K Increased by +0.04% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.53M (4.08%) | 4.07K Increased by +0.16% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 2.00M (3.23%) | 6.13K Increased by +0.31% | Nov 30, 23 |
| 4 | Fidelity® Value | 1.69M (2.73%) | -67.10K Decreased by -3.98% | Nov 30, 23 |
| 5 | Vanguard Small Cap Value Index Inv | 1.39M (2.25%) | 4.20K Increased by +0.30% | Nov 30, 23 |
| 6 | Vanguard PRIMECAP Inv | 1.17M (1.89%) | -7.00K Decreased by -0.60% | Sep 30, 23 |
| 7 | Xtrackers S&P 500 Swap ETF 1C | 1.13M (1.83%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.12M (1.81%) | 1.87K Increased by +0.17% | Nov 30, 23 |
| 9 | iShares S&P Small-Cap 600 Value ETF | 1.08M (1.75%) | -3.92K Decreased by -0.36% | Dec 29, 23 |
| 10 | Contrarius Global Equity Investor | 910.75K (1.47%) | 715.46K Increased by +78.56% | Sep 30, 23 |
| 11 | Cardinal Capital SMID Cap Value Equity | 867.65K (1.40%) | -224.91K Decreased by -25.92% | Dec 31, 23 |
| 12 | SPDR® Portfolio S&P 600 Sm Cap ETF | 662.02K (1.07%) | 2.98K Increased by +0.45% | Dec 29, 23 |
| 13 | Vanguard Tax-Managed Small Cap Adm | 625.00K (1.01%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Fidelity® Value Strategies | 622.40K (1.01%) | 36.30K Increased by +5.83% | Nov 30, 23 |
| 15 | First Trust Cnsmr Discret AlphaDEX® ETF | 619.39K (1.00%) | 1.28K Increased by +0.21% | Dec 28, 23 |
| 16 | Schwab Fundamental US Small Company ETF | 576.07K (0.93%) | 412.00 Increased by +0.07% | Dec 30, 23 |
| 17 | SPDR® S&P 600 Small Cap Value ETF | 540.08K (0.87%) | 1.70K Increased by +0.31% | Dec 31, 23 |
| 18 | State St Russell Sm/Mid Cp® Indx NL Cl C | 458.83K (0.74%) | 16.70K Increased by +3.64% | Dec 31, 23 |
| 19 | Fidelity® Extended Market Index | 421.36K (0.68%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | JNL/WMC Value A | 418.15K (0.68%) | -10.75K Decreased by -2.57% | Sep 30, 23 |