| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 865.33K (8.5%) | -221.21K Decreased by -25.56% | Sep 30, 23 |
| 2 | FMR Inc | 599.85K (5.89%) | 325.93K Increased by +54.34% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 525.55K (5.16%) | 6.76K Increased by +1.29% | Sep 30, 23 |
| 4 | Boston Partners Global Investors, Inc | 476.38K (4.68%) | -18.39K Decreased by -3.86% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 443.37K (4.35%) | -6.18K Decreased by -1.39% | Dec 31, 23 |
| 6 | Principal Financial Group Inc | 306.94K (3.01%) | -16.97K Decreased by -5.53% | Dec 31, 23 |
| 7 | Copeland Capital Management, LLC | 284.95K (2.8%) | -3.45K Decreased by -1.21% | Dec 31, 23 |
| 8 | Charles Schwab Investment Management Inc | 240.1K (2.36%) | -14.89K Decreased by -6.2% | Sep 30, 23 |
| 9 | State Street Corporation | 200.4K (1.97%) | 1.84K Increased by +0.92% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 193.31K (1.9%) | 9.99K Increased by +5.17% | Sep 30, 23 |
| 11 | Wellington Management Company LLP | 173.75K (1.71%) | -22.17K Decreased by -12.76% | Dec 31, 23 |
| 12 | Rice Hall James & Associates, LLC | 163.18K (1.6%) | -8.86K Decreased by -5.43% | Dec 31, 23 |
| 13 | Loomis, Sayles & Company LP | 132.04K (1.3%) | -1.92K Decreased by -1.45% | Sep 30, 23 |
| 14 | Weybosset Research & Management LLC | 119.83K (1.18%) | -963 Decreased by -0.8% | Dec 31, 23 |
| 15 | Millennium Management LLC | 113.52K (1.11%) | 24.12K Increased by +21.25% | Sep 30, 23 |
| 16 | Northern Trust Corp | 112.99K (1.11%) | -528 Decreased by -0.47% | Sep 30, 23 |
| 17 | American Century Companies Inc | 95.58K (0.94%) | 17.87K Increased by +18.69% | Dec 31, 23 |
| 18 | Eagle Asset Management, Inc. | 91.29K (0.9%) | -2.55K Decreased by -2.79% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 77.46K (0.76%) | -4.5K Decreased by -5.81% | Sep 30, 23 |
| 20 | JPMorgan Chase & Co | 76.45K (0.75%) | 13.73K Increased by +17.96% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fidelity Low-Priced Stock | 323.41K (3.18%) | 7.77K Increased by +2.4% | Nov 30, 23 |
| 2 | Fidelity® Low-Priced Stock | 315.64K (3.1%) | 26.22K Increased by +8.31% | Oct 31, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 271.67K (2.67%) | 767 Increased by +0.28% | Jan 31, 24 |
| 4 | iShares Russell 2000 ETF | 238.14K (2.34%) | -4.33K Decreased by -1.82% | Jan 31, 24 |
| 5 | Schwab US Dividend Equity ETF™ | 147.68K (1.45%) | -80 Decreased by -0.05% | Jan 31, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 127.25K (1.25%) | -342 Decreased by -0.27% | Jan 31, 24 |
| 7 | Principal Small-MidCap Dividend Inc Inst | 122.52K (1.2%) | -7.61K Decreased by -6.21% | Dec 31, 23 |
| 8 | Principal Edge SMA SMID Dividend Income | 110.38K (1.08%) | -383 Decreased by -0.35% | Jan 31, 24 |
| 9 | Fidelity Small Cap Index | 88.58K (0.87%) | 1.74K Increased by +1.96% | Nov 30, 23 |
| 10 | Fidelity® Small Cap Index | 86.84K (0.85%) | 2.22K Increased by +2.55% | Oct 31, 23 |
| 11 | Avantis US Small Cap Value ETF | 82.2K (0.81%) | 1.03K Increased by +1.25% | Jan 31, 24 |
| 12 | DFA US Micro Cap I | 80.63K (0.79%) | 0 Increased by 0% | Dec 31, 23 |
| 13 | iShares Global Agriculture ETF Comm | 74.01K (0.73%) | 0 Increased by 0% | Jan 31, 24 |
| 14 | iShares Russell 2000 Value ETF | 72.6K (0.71%) | -138 Decreased by -0.19% | Jan 31, 24 |
| 15 | Matthew 25 | 70.5K (0.69%) | -9.5K Decreased by -13.48% | Sep 30, 23 |
| 16 | DFA US Small Cap I | 69.69K (0.68%) | -745 Decreased by -1.07% | Dec 31, 23 |
| 17 | DFA US Targeted Value I | 64.66K (0.63%) | 0 Increased by 0% | Dec 31, 23 |
| 18 | Boston Partners Small Cap Value II Inv | 60.51K (0.59%) | 0 Increased by 0% | Nov 30, 23 |
| 19 | Fidelity Extended Market Index | 55.27K (0.54%) | 1.85K Increased by +3.35% | Dec 31, 23 |
| 20 | Boston Partners Small Cap Value Equity | 55.24K (0.54%) | 1.04K Increased by +1.89% | Dec 31, 23 |