| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.83M (14.97%) | 1.17K Increased by +0.03% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 3.49M (13.62%) | -1.38K Decreased by -0.04% | Sep 30, 23 |
| 3 | American Century Companies Inc | 1.20M (4.68%) | 206.38K Increased by +17.22% | Sep 30, 23 |
| 4 | State Street Corporation | 1.18M (4.61%) | -154.67K Decreased by -13.11% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 761.19K (2.97%) | 24.61K Increased by +3.23% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 728.08K (2.84%) | -27.88K Decreased by -3.83% | Sep 30, 23 |
| 7 | DePrince Race & Zollo Inc | 615.01K (2.40%) | 130.71K Increased by +21.25% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 605.88K (2.37%) | 17.79K Increased by +2.94% | Sep 30, 23 |
| 9 | Northern Trust Corp | 543.13K (2.12%) | -7.08K Decreased by -1.30% | Sep 30, 23 |
| 10 | Palisade Capital Management LLc | 489.73K (1.91%) | 195.00 Increased by +0.04% | Sep 30, 23 |
| 11 | Bank of New York Mellon Corp | 318.41K (1.24%) | -10.19K Decreased by -3.20% | Sep 30, 23 |
| 12 | Clifford Capital Partners, LLC | 313.84K (1.23%) | 12.32K Increased by +3.92% | Sep 30, 23 |
| 13 | Nuveen Asset Management, LLC | 306.48K (1.20%) | -1.01K Decreased by -0.33% | Sep 30, 23 |
| 14 | Manufacturers Life Insurance Co | 305.06K (1.19%) | -47.66K Decreased by -15.62% | Sep 30, 23 |
| 15 | Rbo & CO LLC | 302.33K (1.18%) | 5.80K Increased by +1.92% | Sep 30, 23 |
| 16 | Charles Schwab Investment Management Inc | 282.02K (1.10%) | 13.76K Increased by +4.88% | Sep 30, 23 |
| 17 | Invenomic Capital Management, LP | 231.47K (0.90%) | 119.29K Increased by +51.54% | Sep 30, 23 |
| 18 | Jupiter Asset Management Limited | 186.36K (0.73%) | 14.21K Increased by +7.62% | Sep 30, 23 |
| 19 | Amvescap Plc. | 144.14K (0.56%) | -34.21K Decreased by -23.74% | Sep 30, 23 |
| 20 | Principal Financial Group Inc | 143.28K (0.56%) | -8.25K Decreased by -5.76% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.77M (6.90%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 791.70K (3.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | American Century Mid Cap Value Inv | 782.54K (3.06%) | 102.76K Increased by +13.13% | Sep 30, 23 |
| 4 | American Century U.S. Mid Cap Value | 782.54K (3.06%) | 102.76K Increased by +13.13% | Sep 30, 23 |
| 5 | Vanguard Small Cap Index | 690.39K (2.70%) | 2.13K Increased by +0.31% | Nov 30, 23 |
| 6 | iShares Russell 2000 ETF | 630.51K (2.46%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 479.01K (1.87%) | -755.00 Decreased by -0.16% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 378.50K (1.48%) | 665.00 Increased by +0.18% | Nov 30, 23 |
| 9 | American Beacon Small Cp Val R5 | 364.76K (1.42%) | -900.00 Decreased by -0.25% | Nov 30, 23 |
| 10 | Palisade Small Cap Core Equity | 292.25K (1.14%) | -602.00 Decreased by -0.21% | Sep 30, 23 |
| 11 | iShares S&P Small-Cap 600 Growth ETF | 270.98K (1.06%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Fidelity® Small Cap Index | 251.73K (0.98%) | 7.25K Increased by +2.88% | Oct 31, 23 |
| 13 | SPDR® Portfolio S&P 600 Sm Cap ETF | 226.84K (0.89%) | 1.03K Increased by +0.45% | Dec 29, 23 |
| 14 | Vanguard Tax-Managed Small Cap Adm | 213.65K (0.83%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Avantis US Small Cap Value ETF | 209.11K (0.82%) | 1.96K Increased by +0.94% | Dec 30, 23 |
| 16 | DFA US Small Cap I | 182.57K (0.71%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 17 | State St Russell Sm/Mid Cp® Indx NL Cl C | 168.27K (0.66%) | 9.50K Increased by +5.65% | Dec 31, 23 |
| 18 | SPDR® S&P Regional Banking ETF | 167.46K (0.65%) | 108.00 Increased by +0.06% | Dec 31, 23 |
| 19 | iShares Russell 2000 Value ETF | 166.15K (0.65%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 20 | Vanguard Dividend Appreciation ETF | 157.94K (0.62%) | 8.64K Increased by +5.47% | Nov 30, 23 |