| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 11.96M (15.50%) | -300.47K Decreased by -2.51% | Sep 30, 23 |
| 2 | FMR Inc | 11.93M (15.45%) | 11.53K Increased by +0.10% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 9.28M (12.03%) | 109.83K Increased by +1.18% | Sep 30, 23 |
| 4 | Earnest Partners LLC | 5.46M (7.08%) | -38.44K Decreased by -0.70% | Sep 30, 23 |
| 5 | State Street Corporation | 2.96M (3.83%) | 3.41K Increased by +0.12% | Sep 30, 23 |
| 6 | Charles Schwab Investment Management Inc | 1.67M (2.16%) | 255.87K Increased by +15.33% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 1.58M (2.04%) | 53.97K Increased by +3.42% | Sep 30, 23 |
| 8 | Vaughan Nelson Scarbrgh & Mccullough LP | 1.54M (2.00%) | 32.10K Increased by +2.08% | Sep 30, 23 |
| 9 | Diamond Hill Capital Management Inc | 1.48M (1.92%) | -1.43K Decreased by -0.10% | Sep 30, 23 |
| 10 | Jacobs Levy Equity Management, Inc. | 1.45M (1.87%) | 175.04K Increased by +12.10% | Sep 30, 23 |
| 11 | Dimensional Fund Advisors, Inc. | 1.41M (1.82%) | -484.44K Decreased by -34.46% | Sep 30, 23 |
| 12 | Aristotle Capital Boston, LLC | 1.31M (1.70%) | -3.04K Decreased by -0.23% | Sep 30, 23 |
| 13 | Bank of New York Mellon Corp | 1.23M (1.59%) | -20.24K Decreased by -1.65% | Sep 30, 23 |
| 14 | Select Equity Group LP | 1.08M (1.40%) | 1.02M Increased by +94.20% | Sep 30, 23 |
| 15 | Bank of America Corp | 1.03M (1.33%) | -214.83K Decreased by -20.87% | Sep 30, 23 |
| 16 | Callodine Capital Management, LP | 1.00M (1.30%) | 1.00M Increased by +100.00% | Sep 30, 23 |
| 17 | Northern Trust Corp | 915.59K (1.19%) | -147.97K Decreased by -16.16% | Sep 30, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 892.99K (1.16%) | -2.25M Decreased by -252.46% | Sep 30, 23 |
| 19 | New York State Common Retirement Fund | 861.75K (1.12%) | -145.00 Decreased by -0.02% | Sep 30, 23 |
| 20 | Amvescap Plc. | 799.38K (1.04%) | 142.65K Increased by +17.84% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.34M (6.92%) | 2.44K Increased by +0.05% | Dec 29, 23 |
| 2 | Fidelity® Low-Priced Stock | 3.81M (4.94%) | -3.97K Decreased by -0.10% | Oct 31, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 2.40M (3.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Fidelity® Small Cap Value | 2.32M (3.01%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 5 | iShares Russell 2000 ETF | 2.09M (2.71%) | 13.29K Increased by +0.64% | Dec 29, 23 |
| 6 | Vanguard Small Cap Index | 1.95M (2.52%) | 6.00K Increased by +0.31% | Nov 30, 23 |
| 7 | Harbor Small Cap Value Instl | 1.42M (1.84%) | -17.14K Decreased by -1.21% | Sep 30, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 1.37M (1.77%) | 15.73K Increased by +1.15% | Nov 30, 23 |
| 9 | Fidelity® Value | 1.22M (1.57%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 1.16M (1.50%) | 2.40K Increased by +0.21% | Nov 30, 23 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 1.12M (1.45%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 12 | Diamond Hill Small-Mid Cap Equity | 1.10M (1.42%) | -104.57K Decreased by -9.54% | Dec 31, 23 |
| 13 | Schwab Fundamental US Small Company ETF | 886.60K (1.15%) | 634.00 Increased by +0.07% | Dec 30, 23 |
| 14 | Strategic Advisers® Fidelity US TtlStk | 821.36K (1.06%) | 174.80K Increased by +21.28% | Nov 30, 23 |
| 15 | Diamond Hill Small-Mid Cap I | 757.94K (0.98%) | -96.81K Decreased by -12.77% | Dec 31, 23 |
| 16 | Fidelity® Small Cap Index | 747.67K (0.97%) | 21.28K Increased by +2.85% | Oct 31, 23 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 690.21K (0.89%) | 3.07K Increased by +0.44% | Dec 29, 23 |
| 18 | iShares Russell 2000 Growth ETF | 628.23K (0.81%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | Vanguard Tax-Managed Small Cap Adm | 622.65K (0.81%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Fidelity Global Bargain Growth Stocks MF | 606.80K (0.79%) | 606.80K Increased by +100.00% | Aug 21, 23 |