| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 10.19M (16.34%) | -364.12K Decreased by -3.57% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 8.04M (12.9%) | -9.11K Decreased by -0.11% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 4.69M (7.52%) | 66.33K Increased by +1.42% | Dec 31, 23 |
| 4 | State Street Corporation | 3.79M (6.08%) | -3M Decreased by -79.21% | Sep 30, 23 |
| 5 | AllianceBernstein L.P. | 2.7M (4.32%) | 2.61M Increased by +96.68% | Sep 30, 23 |
| 6 | Macquarie Group Ltd | 1.93M (3.09%) | 71.59K Increased by +3.71% | Sep 30, 23 |
| 7 | Vulcan Value Partners, LLC | 1.69M (2.71%) | 410.93K Increased by +24.37% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 1.35M (2.16%) | 51.14K Increased by +3.79% | Sep 30, 23 |
| 9 | Fuller & Thaler Asset Management Inc | 1.26M (2.02%) | 215.79K Increased by +17.1% | Sep 30, 23 |
| 10 | JPMorgan Chase & Co | 1.07M (1.72%) | -61.06K Decreased by -5.7% | Sep 30, 23 |
| 11 | Copeland Capital Management, LLC | 1.05M (1.69%) | -329.04K Decreased by -31.23% | Dec 31, 23 |
| 12 | Amvescap Plc. | 1.03M (1.66%) | 53.32K Increased by +5.16% | Sep 30, 23 |
| 13 | Silvercrest Asset Management Group LLC | 1.02M (1.64%) | -8.17K Decreased by -0.8% | Sep 30, 23 |
| 14 | Harris Associates L.P. | 966.05K (1.55%) | 49.2K Increased by +5.09% | Sep 30, 23 |
| 15 | Northern Trust Corp | 932.85K (1.5%) | 10.02K Increased by +1.07% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 892.44K (1.43%) | 112.68K Increased by +12.63% | Sep 30, 23 |
| 17 | William Blair Investment Management, LLC | 843.37K (1.35%) | -59.26K Decreased by -7.03% | Sep 30, 23 |
| 18 | Ameriprise Financial Inc | 834.39K (1.34%) | -60.62K Decreased by -7.27% | Sep 30, 23 |
| 19 | Victory Capital Management Inc. | 799.64K (1.28%) | -626.74K Decreased by -78.38% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 759.59K (1.22%) | -2.18K Decreased by -0.29% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.46M (7.15%) | 3.56K Increased by +0.08% | Jan 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.07M (3.32%) | 2.4K Increased by +0.12% | Dec 31, 23 |
| 3 | Vanguard Small Cap Index | 1.67M (2.68%) | -43.89K Decreased by -2.63% | Dec 31, 23 |
| 4 | iShares Russell 2000 ETF | 1.65M (2.64%) | -29.98K Decreased by -1.82% | Jan 31, 24 |
| 5 | Delaware Small Cap Core I | 1.43M (2.3%) | 0 Increased by 0% | Dec 31, 23 |
| 6 | Macquarie US Small Cap Core Equity | 1.43M (2.3%) | 0 Increased by 0% | Dec 31, 23 |
| 7 | DFA US Small Cap Value I | 1.38M (2.22%) | 0 Increased by 0% | Dec 31, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 1.15M (1.84%) | -39.1K Decreased by -3.4% | Dec 31, 23 |
| 9 | Fuller & Thaler Behavrl Small-Cap Value | 1.08M (1.74%) | -9.71K Decreased by -0.9% | Nov 30, 23 |
| 10 | FullerThaler Behavioral Small-Cap Value | 1.08M (1.74%) | -9.71K Decreased by -0.9% | Nov 30, 23 |
| 11 | Undiscovered Managers Behavioral Val L | 1M (1.61%) | -16.75K Decreased by -1.67% | Dec 31, 23 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 967.17K (1.55%) | 23.52K Increased by +2.43% | Dec 31, 23 |
| 13 | SPDR® S&P Dividend ETF | 959.21K (1.54%) | 37.63K Increased by +3.92% | Jan 31, 24 |
| 14 | Harris Assoc. Oakmark Eq & Inc CIT | 840.6K (1.35%) | 0 Increased by 0% | Dec 31, 23 |
| 15 | Oakmark Equity And Income Investor | 840.6K (1.35%) | 0 Increased by 0% | Dec 31, 23 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 819.34K (1.31%) | -1.93K Decreased by -0.24% | Jan 31, 24 |
| 17 | Fidelity Small Cap Index | 651.19K (1.04%) | 12.43K Increased by +1.91% | Nov 30, 23 |
| 18 | Fidelity® Small Cap Index | 638.76K (1.02%) | 17.19K Increased by +2.69% | Oct 31, 23 |
| 19 | DFA US Targeted Value I | 630.53K (1.01%) | 0 Increased by 0% | Dec 31, 23 |
| 20 | iShares Russell 2000 Value ETF | 622.56K (1%) | -1.18K Decreased by -0.19% | Jan 31, 24 |