| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 13.53M (12.86%) | -264.17K Decreased by -1.95% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 11.98M (11.39%) | 389.42K Increased by +3.25% | Sep 30, 23 |
| 3 | Franklin Resources Inc | 8.01M (7.62%) | -1.98M Decreased by -24.71% | Dec 31, 23 |
| 4 | AllianceBernstein L.P. | 5.41M (5.14%) | 577.16K Increased by +10.67% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 4.22M (4.01%) | 57.54K Increased by +1.36% | Dec 31, 23 |
| 6 | State Street Corporation | 3.96M (3.76%) | 53.94K Increased by +1.36% | Sep 30, 23 |
| 7 | River Road Asset Management, LLC | 3.37M (3.21%) | -108.15K Decreased by -3.21% | Dec 31, 23 |
| 8 | North Reef Capital Management LP | 2.85M (2.7%) | 592.74K Increased by +20.83% | Sep 30, 23 |
| 9 | Massachusetts Financial Services Company | 2.49M (2.36%) | -106.92K Decreased by -4.3% | Dec 31, 23 |
| 10 | Geode Capital Management, LLC | 2.33M (2.22%) | 82.64K Increased by +3.54% | Sep 30, 23 |
| 11 | Reinhart Mahoney Capital Management Inc | 2.27M (2.15%) | 203.35K Increased by +8.98% | Dec 31, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 2.24M (2.13%) | -100.13K Decreased by -4.47% | Sep 30, 23 |
| 13 | Global Alpha Capital Management Ltd. | 1.93M (1.84%) | 181.9K Increased by +9.41% | Dec 31, 23 |
| 14 | Wellington Management Company LLP | 1.85M (1.76%) | -58.57K Decreased by -3.17% | Dec 31, 23 |
| 15 | Northern Trust Corp | 1.59M (1.51%) | -29.44K Decreased by -1.85% | Sep 30, 23 |
| 16 | Hood River Capital Management LLC | 1.51M (1.44%) | 1.51M Increased by +100% | Dec 31, 23 |
| 17 | Rice Hall James & Associates, LLC | 1.46M (1.39%) | -6.5K Decreased by -0.44% | Dec 31, 23 |
| 18 | Aristotle Capital Boston, LLC | 1.46M (1.39%) | -37.34K Decreased by -2.56% | Dec 31, 23 |
| 19 | Cardinal Capital Management Llc | 1.44M (1.37%) | 174.81K Increased by +12.11% | Dec 31, 23 |
| 20 | Palisade Capital Management LLc | 1.28M (1.22%) | 18.55K Increased by +1.45% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 7.39M (7.03%) | 5.77K Increased by +0.08% | Jan 31, 24 |
| 2 | Franklin Small Cap Value SMA Composite | 5.97M (5.68%) | -487.37K Decreased by -8.16% | Sep 30, 23 |
| 3 | Franklin Small Cap Value A | 5.01M (4.76%) | -211.45K Decreased by -4.22% | Dec 31, 23 |
| 4 | Franklin US Small Cap Value Equity | 5.01M (4.76%) | -959.96K Decreased by -19.16% | Dec 31, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 3.4M (3.23%) | 3.27K Increased by +0.1% | Dec 31, 23 |
| 6 | Vanguard Small Cap Index | 2.77M (2.63%) | -44.69K Decreased by -1.61% | Dec 31, 23 |
| 7 | iShares Russell 2000 ETF | 2.7M (2.56%) | -49.13K Decreased by -1.82% | Jan 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.61M (1.53%) | 53.9K Increased by +3.36% | Dec 31, 23 |
| 9 | Vanguard Small Cap Growth Index Inv | 1.54M (1.47%) | -34.61K Decreased by -2.25% | Dec 31, 23 |
| 10 | MFS New Discovery Value I | 1.49M (1.42%) | -40.38K Decreased by -2.71% | Dec 31, 23 |
| 11 | Vanguard Information Technology ETF | 1.37M (1.3%) | 8.16K Increased by +0.59% | Dec 31, 23 |
| 12 | Franklin Small Cap Value VIP 1 | 1.36M (1.29%) | 0 Increased by 0% | Dec 31, 23 |
| 13 | Franklin Mutual Quest Z | 1.29M (1.22%) | -95.27K Decreased by -7.41% | Nov 30, 23 |
| 14 | Fidelity Small Cap Index | 1.07M (1.01%) | 20.48K Increased by +1.92% | Nov 30, 23 |
| 15 | Fidelity® Small Cap Index | 1.05M (0.99%) | 28.69K Increased by +2.74% | Oct 31, 23 |
| 16 | Cardinal Capital SMID Cap Value Equity | 1.03M (0.98%) | 206.02K Increased by +20.07% | Dec 31, 23 |
| 17 | AB Discovery Value Advisor | 1M (0.95%) | 0 Increased by 0% | Dec 31, 23 |
| 18 | CC&L Global Alpha - Series A | 951.66K (0.9%) | 0 Increased by 0% | Jan 31, 24 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 922.46K (0.88%) | 600 Increased by +0.07% | Jan 31, 24 |
| 20 | Vanguard Tax-Managed Small Cap Adm | 849.4K (0.81%) | 224.4K Increased by +26.42% | Dec 31, 23 |