| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.16M (13.66%) | -657.27K Decreased by -9.18% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 6.79M (12.95%) | -210.62K Decreased by -3.1% | Sep 30, 23 |
| 3 | Putnam Investments LLC | 5.16M (9.84%) | -185.7K Decreased by -3.6% | Dec 31, 23 |
| 4 | Wellington Management Company LLP | 5.15M (9.83%) | -122.46K Decreased by -2.38% | Dec 31, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 4.3M (8.2%) | -1.08K Decreased by -0.03% | Dec 31, 23 |
| 6 | State Street Corporation | 2.01M (3.83%) | -51.27K Decreased by -2.55% | Sep 30, 23 |
| 7 | Principal Financial Group Inc | 1.16M (2.22%) | -51.25K Decreased by -4.41% | Dec 31, 23 |
| 8 | Fuller & Thaler Asset Management Inc | 1.06M (2.02%) | -43.45K Decreased by -4.1% | Dec 31, 23 |
| 9 | Kahn Brothers & CO Inc /DE/ | 987.37K (1.88%) | -34.77K Decreased by -3.52% | Dec 31, 23 |
| 10 | Reinhart Mahoney Capital Management Inc | 893.79K (1.71%) | 67.61K Increased by +7.56% | Dec 31, 23 |
| 11 | Royce & Associates, LP | 818.72K (1.56%) | -69.85K Decreased by -8.53% | Dec 31, 23 |
| 12 | Geode Capital Management, LLC | 814.11K (1.55%) | -12.39K Decreased by -1.52% | Sep 30, 23 |
| 13 | Boston Partners Global Investors, Inc | 691.26K (1.32%) | -22.17K Decreased by -3.21% | Sep 30, 23 |
| 14 | Morgan Stanley - Brokerage Accounts | 660.38K (1.26%) | 102.71K Increased by +15.55% | Sep 30, 23 |
| 15 | Brown Advisory Holdings Inc | 630.48K (1.2%) | -11.97K Decreased by -1.9% | Dec 31, 23 |
| 16 | Alyeska Investment Group, L.P. | 589.84K (1.13%) | 207.16K Increased by +35.12% | Sep 30, 23 |
| 17 | NORGES BANK | 556.04K (1.06%) | -31.2K Decreased by -5.61% | Dec 31, 23 |
| 18 | Bank of New York Mellon Corp | 500.14K (0.95%) | -33.9K Decreased by -6.78% | Sep 30, 23 |
| 19 | Northern Trust Corp | 483.74K (0.92%) | -2.52K Decreased by -0.52% | Sep 30, 23 |
| 20 | Philadelphia Financial Mgmt Of San Franc | 445.4K (0.85%) | 147.58K Increased by +33.13% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.69M (7.05%) | 2.8K Increased by +0.08% | Jan 31, 24 |
| 2 | Putnam Large Cap Value A | 2.94M (5.61%) | 0 Increased by 0% | Dec 31, 23 |
| 3 | Putnam US Large Cap Value Equity | 2.94M (5.61%) | 0 Increased by 0% | Dec 31, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.68M (3.21%) | 3.76K Increased by +0.22% | Jan 31, 24 |
| 5 | Vanguard Explorer Inv | 1.56M (2.97%) | -187.34K Decreased by -12.03% | Dec 31, 23 |
| 6 | Vanguard Small Cap Index | 1.39M (2.65%) | 3.79K Increased by +0.27% | Jan 31, 24 |
| 7 | DFA US Small Cap Value I | 1.3M (2.48%) | 0 Increased by 0% | Dec 31, 23 |
| 8 | Fuller & Thaler Behavrl Small-Cap Value | 950.4K (1.81%) | -8.6K Decreased by -0.91% | Nov 30, 23 |
| 9 | FullerThaler Behavioral Small-Cap Value | 950.4K (1.81%) | -8.6K Decreased by -0.91% | Nov 30, 23 |
| 10 | Vanguard Small Cap Value Index Inv | 950.16K (1.81%) | -3.98K Decreased by -0.42% | Jan 31, 24 |
| 11 | Undiscovered Managers Behavioral Val L | 878.97K (1.68%) | -14.67K Decreased by -1.67% | Dec 31, 23 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 799.8K (1.53%) | 285 Increased by +0.04% | Jan 31, 24 |
| 13 | DFA US Targeted Value I | 613.84K (1.17%) | 0 Increased by 0% | Dec 31, 23 |
| 14 | Putnam Large Cap Value Trust IA | 540.02K (1.03%) | 0 Increased by 0% | Dec 31, 23 |
| 15 | Dimensional US Targeted Value ETF | 526.67K (1%) | 338 Increased by +0.06% | Jan 31, 24 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 459.17K (0.88%) | 300 Increased by +0.07% | Jan 31, 24 |
| 17 | Vanguard Tax-Managed Small Cap Adm | 442.14K (0.84%) | 0 Increased by 0% | Jan 31, 24 |
| 18 | Avantis US Small Cap Value ETF | 385.66K (0.74%) | 0 Increased by 0% | Jan 31, 24 |
| 19 | Principal Small-MidCap Dividend Inc Inst | 372.14K (0.71%) | 0 Increased by 0% | Jan 31, 24 |
| 20 | Royce Small-Cap Quality Value Composite | 362.92K (0.69%) | 21.22K Increased by +5.85% | Sep 30, 23 |