| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 10.94M (20.98%) | -475.3K Decreased by -4.35% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 8.07M (15.47%) | -144.4K Decreased by -1.79% | Sep 30, 23 |
| 3 | American Assets Inc | 7.37M (14.14%) | 0 Increased by 0% | Sep 30, 23 |
| 4 | State Street Corporation | 3.13M (6%) | -95.71K Decreased by -3.06% | Sep 30, 23 |
| 5 | LSV Asset Management | 2.08M (3.99%) | 415.13K Increased by +19.94% | Dec 31, 23 |
| 6 | American Assets Investment Management | 1.48M (2.83%) | 0 Increased by 0% | Sep 30, 23 |
| 7 | Morgan Stanley - Brokerage Accounts | 1.24M (2.37%) | 323.35K Increased by +26.13% | Sep 30, 23 |
| 8 | Nuveen Asset Management, LLC | 1.17M (2.25%) | -464.49K Decreased by -39.55% | Sep 30, 23 |
| 9 | Adage Capital Partners Gp LLC | 1.15M (2.2%) | 93.25K Increased by +8.12% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 1.14M (2.19%) | 13.25K Increased by +1.16% | Sep 30, 23 |
| 11 | Wellington Management Company LLP | 1.11M (2.13%) | 1.11M Increased by +100% | Sep 30, 23 |
| 12 | Charles Schwab Investment Management Inc | 907.01K (1.74%) | -4.93K Decreased by -0.54% | Sep 30, 23 |
| 13 | Goldman Sachs Group Inc | 894.04K (1.71%) | 80.79K Increased by +9.04% | Sep 30, 23 |
| 14 | Northern Trust Corp | 835.89K (1.6%) | 82.94K Increased by +9.92% | Sep 30, 23 |
| 15 | Dimensional Fund Advisors, Inc. | 741.51K (1.42%) | -66.29K Decreased by -8.94% | Dec 31, 23 |
| 16 | Ameriprise Financial Inc | 656.75K (1.26%) | -28.98K Decreased by -4.41% | Sep 30, 23 |
| 17 | RIMA MANAGEMENT, LLC | 632.56K (1.21%) | 9.57K Increased by +1.51% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 593.74K (1.14%) | -36.16K Decreased by -6.09% | Sep 30, 23 |
| 19 | Balyasny Asset Management LLC | 547.13K (1.05%) | 11.85K Increased by +2.16% | Sep 30, 23 |
| 20 | Allianz Asset Management AG | 519.73K (1%) | -59.2K Decreased by -11.39% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.28M (6.29%) | 2.96K Increased by +0.09% | Jan 31, 24 |
| 2 | Vanguard Real Estate Index Investor | 1.96M (3.75%) | -8.7K Decreased by -0.44% | Dec 31, 23 |
| 3 | iShares Russell 2000 ETF | 1.27M (2.43%) | -23.14K Decreased by -1.83% | Jan 31, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.16M (2.22%) | -233K Decreased by -20.16% | Dec 31, 23 |
| 5 | Vanguard Small Cap Index | 1.01M (1.93%) | -176.93K Decreased by -17.6% | Dec 31, 23 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 711.63K (1.36%) | 21.82K Increased by +3.07% | Dec 31, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 695.31K (1.33%) | -124.58K Decreased by -17.92% | Dec 31, 23 |
| 8 | BlackRock Advantage Small Cap Core Instl | 637.33K (1.22%) | -16.53K Decreased by -2.59% | Dec 31, 23 |
| 9 | iShares S&P Small-Cap 600 Value ETF | 607.84K (1.17%) | -1.62K Decreased by -0.27% | Jan 31, 24 |
| 10 | CREF Stock R1 | 596.73K (1.14%) | 52.86K Increased by +8.86% | Dec 31, 23 |
| 11 | Fidelity Small Cap Index | 496.79K (0.95%) | 12K Increased by +2.41% | Nov 30, 23 |
| 12 | Fidelity® Small Cap Index | 484.79K (0.93%) | 13.77K Increased by +2.84% | Oct 31, 23 |
| 13 | iShares Russell 2000 Value ETF | 466.01K (0.89%) | -885 Decreased by -0.19% | Jan 31, 24 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 411.23K (0.79%) | 267 Increased by +0.06% | Jan 31, 24 |
| 15 | Vanguard Tax-Managed Small Cap Adm | 379.53K (0.73%) | -51.6K Decreased by -13.6% | Dec 31, 23 |
| 16 | Kennedy Extended Small Cap | 375.1K (0.72%) | 150.8K Increased by +40.2% | Dec 31, 23 |
| 17 | iShares Envir&Lw Carb Tilt REIdx(UK)LAcc | 369.21K (0.71%) | 0 Increased by 0% | Dec 31, 23 |
| 18 | Columbia Small Cap Value I | 351.66K (0.67%) | 351.66K Increased by +100% | Dec 31, 23 |
| 19 | Columbia Small Cap Value I A | 351.66K (0.67%) | 128.38K Increased by +36.51% | Dec 31, 23 |
| 20 | SPDR® S&P 600 Small Cap Value ETF | 341.31K (0.65%) | -1.76K Decreased by -0.52% | Jan 31, 24 |