| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.94M (15.32%) | -115.41K Decreased by -1.16% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 7.43M (11.45%) | -16.74K Decreased by -0.23% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 4.19M (6.46%) | 205.75K Increased by +4.91% | Dec 31, 23 |
| 4 | Wellington Management Company LLP | 4.03M (6.21%) | -429.04K Decreased by -10.64% | Sep 30, 23 |
| 5 | State Street Corporation | 3.04M (4.69%) | -229.49K Decreased by -7.54% | Sep 30, 23 |
| 6 | American Century Companies Inc | 2.55M (3.92%) | 90.69K Increased by +3.56% | Sep 30, 23 |
| 7 | Independent Advisor Alliance | 2.31M (3.56%) | 10.69K Increased by +0.46% | Sep 30, 23 |
| 8 | North Reef Capital Management LP | 1.98M (3.05%) | -480.43K Decreased by -24.29% | Sep 30, 23 |
| 9 | Geode Capital Management, LLC | 1.4M (2.16%) | 48.41K Increased by +3.45% | Sep 30, 23 |
| 10 | HHG PLC | 1.25M (1.93%) | -207.98K Decreased by -16.59% | Sep 30, 23 |
| 11 | Principal Financial Group Inc | 1.22M (1.88%) | -305.85K Decreased by -25.11% | Dec 31, 23 |
| 12 | Ameriprise Financial Inc | 1.19M (1.84%) | -32.19K Decreased by -2.7% | Sep 30, 23 |
| 13 | Goldman Sachs Group Inc | 1.17M (1.8%) | -84.06K Decreased by -7.19% | Sep 30, 23 |
| 14 | Nuveen Asset Management, LLC | 1.1M (1.69%) | 38.02K Increased by +3.46% | Sep 30, 23 |
| 15 | GW&K Investment Management, LLC | 988.42K (1.52%) | 4.63K Increased by +0.47% | Sep 30, 23 |
| 16 | FJ Capital Management LLC | 869.64K (1.34%) | 628.08K Increased by +72.22% | Sep 30, 23 |
| 17 | Victory Capital Management Inc. | 845.39K (1.3%) | 283.14K Increased by +33.49% | Dec 31, 23 |
| 18 | William Blair Investment Management, LLC | 811.42K (1.25%) | -59.08K Decreased by -7.28% | Sep 30, 23 |
| 19 | NORGES BANK | 750K (1.16%) | 75.96K Increased by +10.13% | Dec 31, 23 |
| 20 | Bank of New York Mellon Corp | 716.23K (1.1%) | -12.72K Decreased by -1.78% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.4M (6.78%) | 0 Increased by 0% | Jan 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.1M (3.24%) | 4.31K Increased by +0.21% | Jan 31, 24 |
| 3 | Vanguard Small Cap Index | 1.68M (2.58%) | 4.62K Increased by +0.28% | Jan 31, 24 |
| 4 | iShares Russell 2000 ETF | 1.63M (2.51%) | 0 Increased by 0% | Jan 31, 24 |
| 5 | American Century Small Cap Value Inv | 1.54M (2.37%) | -50K Decreased by -3.25% | Dec 31, 23 |
| 6 | American Century U.S. Small Cap Value | 1.54M (2.37%) | -50K Decreased by -3.25% | Dec 31, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 1.15M (1.77%) | -4.8K Decreased by -0.42% | Jan 31, 24 |
| 8 | Janus Henderson Small Cap Value L | 1.09M (1.68%) | 0 Increased by 0% | Dec 31, 23 |
| 9 | DFA US Small Cap Value I | 991.13K (1.53%) | 1.4K Increased by +0.14% | Dec 31, 23 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 951.4K (1.47%) | 303 Increased by +0.03% | Jan 31, 24 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 815.03K (1.26%) | -2.89K Decreased by -0.35% | Jan 31, 24 |
| 12 | Fidelity Small Cap Index | 650.92K (1%) | 12.71K Increased by +1.95% | Nov 30, 23 |
| 13 | Fidelity® Small Cap Index | 620.77K (0.96%) | 14.35K Increased by +2.31% | Sep 30, 23 |
| 14 | iShares Russell 2000 Value ETF | 610.28K (0.94%) | 0 Increased by 0% | Jan 31, 24 |
| 15 | Avantis US Small Cap Value ETF | 566.56K (0.87%) | 0 Increased by 0% | Jan 31, 24 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 550.75K (0.85%) | 357 Increased by +0.06% | Jan 31, 24 |
| 17 | DFA US Targeted Value I | 526.08K (0.81%) | 0 Increased by 0% | Dec 31, 23 |
| 18 | Vanguard Tax-Managed Small Cap Adm | 507.1K (0.78%) | 0 Increased by 0% | Jan 31, 24 |
| 19 | Congress Small Cap Growth Institutional | 500K (0.77%) | 0 Increased by 0% | Jan 31, 24 |
| 20 | Dimensional US Targeted Value ETF | 492.83K (0.76%) | 330 Increased by +0.07% | Jan 31, 24 |