| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Brookfield Corp | 15.89M (25.58%) | 0 Increased by 0% | Dec 31, 23 |
| 2 | BlackRock Inc | 10.4M (16.75%) | -313.66K Decreased by -3.01% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 8.29M (13.35%) | -389.55K Decreased by -4.7% | Sep 30, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 5.7M (9.18%) | -357.41K Decreased by -6.27% | Dec 31, 23 |
| 5 | State Street Corporation | 2.82M (4.54%) | 14.15K Increased by +0.5% | Sep 30, 23 |
| 6 | Eckert Corp | 1.7M (2.74%) | 747.7K Increased by +44.02% | Dec 31, 23 |
| 7 | Manufacturers Life Insurance Co | 1.67M (2.69%) | 1.64M Increased by +98.15% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 1.54M (2.48%) | 36.61K Increased by +2.38% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 1.4M (2.25%) | 403.52K Increased by +28.87% | Sep 30, 23 |
| 10 | Northern Trust Corp | 1.34M (2.15%) | -34.33K Decreased by -2.57% | Sep 30, 23 |
| 11 | Soros Fund Management LLC | 1.34M (2.15%) | 1.34M Increased by +100% | Sep 30, 23 |
| 12 | Charles Schwab Investment Management Inc | 1.01M (1.63%) | -9.29K Decreased by -0.92% | Sep 30, 23 |
| 13 | ClearBridge Advisors, LLC | 945.77K (1.52%) | -1.58M Decreased by -166.67% | Sep 30, 23 |
| 14 | NORGES BANK | 906.09K (1.46%) | 137.63K Increased by +15.19% | Dec 31, 23 |
| 15 | American Century Companies Inc | 872.69K (1.41%) | 163.83K Increased by +18.77% | Dec 31, 23 |
| 16 | Goldman Sachs Group Inc | 844.11K (1.36%) | -1.24M Decreased by -147.2% | Sep 30, 23 |
| 17 | Balyasny Asset Management LLC | 827.11K (1.33%) | 689.99K Increased by +83.42% | Sep 30, 23 |
| 18 | Pzena Investment Management, LLC | 808.39K (1.3%) | -357.37K Decreased by -44.21% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 783.23K (1.26%) | -37.2K Decreased by -4.75% | Sep 30, 23 |
| 20 | Carlson Capital LP | 667K (1.07%) | 507K Increased by +76.01% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.24M (6.83%) | 3.3K Increased by +0.08% | Jan 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.43M (3.91%) | 12.73K Increased by +0.52% | Jan 31, 24 |
| 3 | Vanguard Small Cap Index | 2.02M (3.25%) | 5.59K Increased by +0.28% | Jan 31, 24 |
| 4 | iShares Russell 2000 ETF | 1.98M (3.19%) | -36.14K Decreased by -1.82% | Jan 31, 24 |
| 5 | DFA US Small Cap Value I | 1.88M (3.02%) | -135.42K Decreased by -7.22% | Dec 31, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 1.38M (2.23%) | -5.76K Decreased by -0.42% | Jan 31, 24 |
| 7 | Manulife Dividend Income F | 1.36M (2.19%) | 630.1K Increased by +46.3% | Dec 31, 23 |
| 8 | First Trust Merger Arbitrage Cl I | 930.63K (1.5%) | 930.63K Increased by +100% | Dec 31, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 890.15K (1.43%) | -19.2K Decreased by -2.16% | Jan 31, 24 |
| 10 | DFA US Targeted Value I | 842.07K (1.36%) | 0 Increased by 0% | Dec 31, 23 |
| 11 | Fidelity Small Cap Index | 762K (1.23%) | 14K Increased by +1.84% | Nov 30, 23 |
| 12 | Fidelity® Small Cap Index | 748K (1.2%) | 19.64K Increased by +2.63% | Oct 31, 23 |
| 13 | iShares Russell 2000 Value ETF | 743.1K (1.2%) | -1.41K Decreased by -0.19% | Jan 31, 24 |
| 14 | Avantis US Small Cap Value ETF | 668.22K (1.08%) | 0 Increased by 0% | Jan 31, 24 |
| 15 | DFA US Small Cap I | 603.69K (0.97%) | -6.45K Decreased by -1.07% | Dec 31, 23 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 529.73K (0.85%) | 345 Increased by +0.07% | Jan 31, 24 |
| 17 | Vanguard Tax-Managed Small Cap Adm | 487.72K (0.79%) | 0 Increased by 0% | Jan 31, 24 |
| 18 | State St Russell Sm/Mid Cp® Indx NL Cl C | 447.67K (0.72%) | 10.5K Increased by +2.35% | Jan 31, 24 |
| 19 | Dimensional US Targeted Value ETF | 441.59K (0.71%) | 0 Increased by 0% | Jan 31, 24 |
| 20 | Northern Small Cap Value | 413.87K (0.67%) | 0 Increased by 0% | Dec 31, 23 |