| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 10.12M (15.58%) | -47.74K Decreased by -0.47% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 7.49M (11.53%) | -37.78K Decreased by -0.50% | Sep 30, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 4.38M (6.75%) | 9.64K Increased by +0.22% | Sep 30, 24 |
| 4 | Wellington Management Company LLP | 3.83M (5.90%) | 101.86K Increased by +2.66% | Jun 30, 24 |
| 5 | State Street Corporation | 3.38M (5.20%) | -18.23K Decreased by -0.54% | Mar 31, 24 |
| 6 | State Street Corp | 3.26M (5.02%) | -119.38K Decreased by -3.66% | Jun 30, 24 |
| 7 | Independent Advisor Alliance | 2.53M (3.90%) | 19.29K Increased by +0.76% | Jun 30, 24 |
| 8 | North Reef Capital Management LP | 2.33M (3.58%) | -780.00 Decreased by -0.03% | Sep 30, 24 |
| 9 | American Century Companies Inc | 1.68M (2.59%) | -475.33K Decreased by -28.30% | Sep 30, 24 |
| 10 | Morgan Stanley - Brokerage Accounts | 1.55M (2.38%) | -331.61K Decreased by -21.43% | Jun 30, 24 |
| 11 | Geode Capital Management, LLC | 1.55M (2.38%) | 48.63K Increased by +3.14% | Jun 30, 24 |
| 12 | Goldman Sachs Group Inc | 1.32M (2.03%) | 75.16K Increased by +5.70% | Jun 30, 24 |
| 13 | Principal Financial Group Inc | 1.26M (1.95%) | 55.47K Increased by +4.39% | Sep 30, 24 |
| 14 | Nuveen Asset Management, LLC | 1.21M (1.86%) | -25.09K Decreased by -2.08% | Jun 30, 24 |
| 15 | HHG PLC | 1.15M (1.78%) | 1.39K Increased by +0.12% | Jun 30, 24 |
| 16 | Ameriprise Financial Inc | 1.14M (1.76%) | -52.51K Decreased by -4.60% | Dec 31, 23 |
| 17 | Charles Schwab Investment Management Inc | 907.14K (1.40%) | 79.06K Increased by +8.72% | Sep 30, 24 |
| 18 | Victory Capital Management Inc. | 863.29K (1.33%) | 12.05K Increased by +1.40% | Sep 30, 24 |
| 19 | GW&K Investment Management, LLC | 845.49K (1.30%) | -36.77K Decreased by -4.35% | Sep 30, 24 |
| 20 | Congress Asset Management Company, LLP | 809.34K (1.25%) | 19.51K Increased by +2.41% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.10M (6.32%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.10M (3.23%) | -10.87K Decreased by -0.52% | Oct 31, 24 |
| 3 | iShares Russell 2000 ETF | 1.71M (2.64%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 4 | Vanguard Small Cap Index | 1.65M (2.53%) | 3.20K Increased by +0.19% | Oct 31, 24 |
| 5 | Vanguard Small Cap Value Index Inv | 1.11M (1.71%) | -384.00 Decreased by -0.03% | Oct 31, 24 |
| 6 | DFA US Small Cap Value I | 1.04M (1.60%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 955.63K (1.47%) | -30.87K Decreased by -3.23% | Sep 30, 24 |
| 8 | American Century Small Cap Value Inv | 865.00K (1.33%) | -390.00K Decreased by -45.09% | Sep 30, 24 |
| 9 | American Century U.S. Small Cap Value | 865.00K (1.33%) | -390.00K Decreased by -45.09% | Sep 30, 24 |
| 10 | Fidelity Small Cap Index | 674.10K (1.04%) | -17.31K Decreased by -2.57% | Aug 31, 24 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 668.69K (1.03%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 12 | Janus Henderson Small Cap Value L | 640.02K (0.99%) | -55.67K Decreased by -8.70% | Sep 30, 24 |
| 13 | iShares Russell 2000 Value ETF | 624.33K (0.96%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 14 | Fidelity® Small Cap Index | 620.77K (0.96%) | 14.35K Increased by +2.31% | Sep 30, 23 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 574.15K (0.88%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 570.10K (0.88%) | 4.32K Increased by +0.76% | Oct 31, 24 |
| 17 | Avantis US Small Cap Value ETF | 528.33K (0.81%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 18 | DFA US Targeted Value I | 526.08K (0.81%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Vanguard Tax-Managed Small Cap Adm | 501.17K (0.77%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 20 | Dimensional US Targeted Value ETF | 500.78K (0.77%) | 0.00 Increased by 0.00% | Oct 31, 24 |