| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.68M (26.02%) | 33.15K Increased by +0.43% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 5.53M (18.74%) | -174.98K Decreased by -3.16% | Sep 30, 23 |
| 3 | FMR Inc | 2.21M (7.49%) | -1.15M Decreased by -51.84% | Sep 30, 23 |
| 4 | T. Rowe Price Investment Management,Inc. | 2.16M (7.3%) | -4.53K Decreased by -0.21% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 1.94M (6.56%) | -19K Decreased by -0.98% | Dec 31, 23 |
| 6 | State Street Corporation | 1.76M (5.97%) | -23.23K Decreased by -1.32% | Sep 30, 23 |
| 7 | Charles Schwab Investment Management Inc | 1.12M (3.8%) | -80.06K Decreased by -7.14% | Sep 30, 23 |
| 8 | D. E. Shaw & Co LP | 1.09M (3.71%) | -209.09K Decreased by -19.1% | Sep 30, 23 |
| 9 | Vulcan Value Partners, LLC | 1.02M (3.46%) | 62.26K Increased by +6.09% | Dec 31, 23 |
| 10 | Bank of New York Mellon Corp | 993.86K (3.37%) | -40.79K Decreased by -4.1% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 940.5K (3.18%) | 30.4K Increased by +3.23% | Sep 30, 23 |
| 12 | Bank of America Corp | 864.46K (2.93%) | 118.18K Increased by +13.67% | Sep 30, 23 |
| 13 | Jacobs Levy Equity Management, Inc. | 859.99K (2.91%) | -131.96K Decreased by -15.34% | Sep 30, 23 |
| 14 | Ameriprise Financial Inc | 702.49K (2.38%) | -21.1K Decreased by -3% | Sep 30, 23 |
| 15 | JPMorgan Chase & Co | 676.06K (2.29%) | -31.11K Decreased by -4.6% | Sep 30, 23 |
| 16 | Palisade Capital Management LLc | 628.58K (2.13%) | -51.85K Decreased by -8.25% | Dec 31, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 576.39K (1.95%) | 129.74K Increased by +22.51% | Sep 30, 23 |
| 18 | Northern Trust Corp | 562.12K (1.9%) | -9.09K Decreased by -1.62% | Sep 30, 23 |
| 19 | Solel Partners LP | 541.13K (1.83%) | -188.51K Decreased by -34.84% | Sep 30, 23 |
| 20 | Federated Hermes Inc | 538.47K (1.82%) | -17.09K Decreased by -3.17% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.04M (10.3%) | 2.74K Increased by +0.09% | Jan 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.42M (4.82%) | 3.12K Increased by +0.22% | Jan 31, 24 |
| 3 | T. Rowe Price Small-Cap Value | 1.33M (4.52%) | -2.9K Decreased by -0.22% | Sep 30, 23 |
| 4 | Fidelity Value | 1.17M (3.96%) | 14.1K Increased by +1.2% | Dec 31, 23 |
| 5 | Fidelity® Value | 1.16M (3.92%) | 101.1K Increased by +8.74% | Nov 30, 23 |
| 6 | iShares Russell 2000 ETF | 1.15M (3.89%) | -20.98K Decreased by -1.83% | Jan 31, 24 |
| 7 | Vanguard Small Cap Index | 1.14M (3.87%) | 3.17K Increased by +0.28% | Jan 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 779.68K (2.64%) | -3.26K Decreased by -0.42% | Jan 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 671.09K (2.27%) | 238 Increased by +0.04% | Jan 31, 24 |
| 10 | T. Rowe Price U.S. SC Value Eq Tr-Z | 595.13K (2.02%) | 600 Increased by +0.1% | Sep 30, 23 |
| 11 | Vulcan Value Partners Small Cap Stra | 564.05K (1.91%) | 70.93K Increased by +12.57% | Dec 31, 23 |
| 12 | Schwab Fundamental US Small Company ETF | 545.01K (1.85%) | 579 Increased by +0.11% | Jan 31, 24 |
| 13 | Vulcan Value Partners Small Cap | 456.84K (1.55%) | -8.71K Decreased by -1.91% | Dec 31, 23 |
| 14 | Fidelity Small Cap Index | 455.63K (1.54%) | 9.49K Increased by +2.08% | Nov 30, 23 |
| 15 | Fidelity® Small Cap Index | 446.13K (1.51%) | 11.82K Increased by +2.65% | Oct 31, 23 |
| 16 | iShares S&P Small-Cap 600 Growth ETF | 434.02K (1.47%) | 0 Increased by 0% | Jan 31, 24 |
| 17 | Avantis US Small Cap Value ETF | 409.66K (1.39%) | 0 Increased by 0% | Jan 31, 24 |
| 18 | DFA US Small Cap I | 386.69K (1.31%) | -4.13K Decreased by -1.07% | Dec 31, 23 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 381.06K (1.29%) | 246 Increased by +0.06% | Jan 31, 24 |
| 20 | Fidelity Value Strategies | 376.45K (1.27%) | 0 Increased by 0% | Dec 31, 23 |