| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.84M (17.09%) | -278.62K Decreased by -5.76% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 2.27M (8.01%) | -100.40K Decreased by -4.43% | Sep 30, 23 |
| 3 | Cooke & Bieler LP | 2.23M (7.87%) | -28.02K Decreased by -1.26% | Sep 30, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 2.17M (7.67%) | -2.25K Decreased by -0.10% | Sep 30, 23 |
| 5 | Fisher Asset Management, LLC | 1.57M (5.55%) | -48.49K Decreased by -3.09% | Sep 30, 23 |
| 6 | Goldman Sachs Group Inc | 1.53M (5.40%) | -58.80K Decreased by -3.85% | Sep 30, 23 |
| 7 | LSV Asset Management | 1.31M (4.63%) | -8.71K Decreased by -0.66% | Sep 30, 23 |
| 8 | State Street Corporation | 1.11M (3.94%) | -9.42K Decreased by -0.85% | Sep 30, 23 |
| 9 | Punch Card Management, L.P. | 996.57K (3.52%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | BMO Capital Markets Corp. | 738.11K (2.61%) | 40.42K Increased by +5.48% | Sep 30, 23 |
| 11 | Bank of Montreal | 738.11K (2.61%) | 40.42K Increased by +5.48% | Sep 30, 23 |
| 12 | Geode Capital Management, LLC | 612.74K (2.17%) | 16.96K Increased by +2.77% | Sep 30, 23 |
| 13 | JPMorgan Chase & Co | 598.35K (2.11%) | -28.15K Decreased by -4.70% | Sep 30, 23 |
| 14 | William Blair Investment Management, LLC | 510.01K (1.80%) | -37.42K Decreased by -7.34% | Sep 30, 23 |
| 15 | Oxford Financial Group, Ltd | 479.71K (1.70%) | -46.88K Decreased by -9.77% | Sep 30, 23 |
| 16 | American Century Companies Inc | 471.20K (1.67%) | 46.33K Increased by +9.83% | Sep 30, 23 |
| 17 | Pacer Advisors, INC. | 466.79K (1.65%) | 58.85K Increased by +12.61% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 460.94K (1.63%) | 16.04K Increased by +3.48% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 436.20K (1.54%) | -18.79K Decreased by -4.31% | Sep 30, 23 |
| 20 | Timucuan Asset Management Inc/FL | 358.40K (1.27%) | -85.00K Decreased by -23.72% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.00M (7.07%) | 850.00 Increased by +0.04% | Dec 29, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 912.79K (3.23%) | 1.56K Increased by +0.17% | Nov 30, 23 |
| 3 | iShares Russell 2000 ETF | 788.13K (2.79%) | 7.70K Increased by +0.98% | Dec 29, 23 |
| 4 | Pacer US Small Cap Cash Cows 100 ETF | 675.24K (2.39%) | 6.29K Increased by +0.93% | Dec 29, 23 |
| 5 | DFA US Small Cap Value I | 477.23K (1.69%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | Avantis US Small Cap Value ETF | 441.44K (1.56%) | 576.00 Increased by +0.13% | Dec 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 425.13K (1.50%) | 5.38K Increased by +1.26% | Nov 30, 23 |
| 8 | DFA US Targeted Value I | 332.18K (1.17%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | First Trust SMID Cp Rising Div Achv ETF | 327.30K (1.16%) | 1.99K Increased by +0.61% | Dec 28, 23 |
| 10 | Fidelity® Small Cap Index | 284.01K (1.00%) | 7.39K Increased by +2.60% | Oct 31, 23 |
| 11 | iShares Russell 2000 Value ETF | 279.19K (0.99%) | 519.00 Increased by +0.19% | Dec 29, 23 |
| 12 | JPMorgan Small Cap Growth A | 278.08K (0.98%) | 1.39K Increased by +0.50% | Nov 30, 23 |
| 13 | Dimensional US Targeted Value ETF | 256.37K (0.91%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 256.31K (0.91%) | 1.16K Increased by +0.45% | Dec 29, 23 |
| 15 | Vanguard Tax-Managed Small Cap Adm | 249.40K (0.88%) | -7.50K Decreased by -3.01% | Nov 30, 23 |
| 16 | JNL Multi-Manager Small Cap Value I | 232.69K (0.82%) | -8.02K Decreased by -3.45% | Sep 30, 23 |
| 17 | DFA US Small Cap I | 219.98K (0.78%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | William Blair Small Cap Value I | 199.05K (0.70%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | iShares S&P Small-Cap 600 Value ETF | 195.49K (0.69%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Dynamic Global Equity Private Pool Cl F | 195.03K (0.69%) | 5.03K Increased by +2.58% | Sep 30, 23 |