| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.44M (11.5%) | 107.7K Increased by +7.5% | Dec 31, 23 |
| 2 | River Road Asset Management, LLC | 1.11M (8.88%) | -373.29K Decreased by -33.64% | Dec 31, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 798.24K (6.39%) | -9.37K Decreased by -1.17% | Dec 31, 23 |
| 4 | Vanguard Group Inc | 714.01K (5.72%) | 17.15K Increased by +2.4% | Dec 31, 23 |
| 5 | Renaissance Technologies Corp | 504K (4.03%) | 34.2K Increased by +6.79% | Dec 31, 23 |
| 6 | Wellington Management Company LLP | 385.65K (3.09%) | -104.39K Decreased by -27.07% | Dec 31, 23 |
| 7 | Mirae Asset Global Investments (Korea) Co Ltd | 385.48K (3.09%) | -10.18K Decreased by -2.64% | Dec 31, 23 |
| 8 | AltraVue Capital, LLC | 341.66K (2.74%) | -13.45K Decreased by -3.94% | Dec 31, 23 |
| 9 | State Street Corporation | 335.01K (2.68%) | -1.35K Decreased by -0.4% | Dec 31, 23 |
| 10 | Geode Capital Management, LLC | 274.05K (2.19%) | 9.69K Increased by +3.53% | Dec 31, 23 |
| 11 | Charles Schwab Investment Management Inc | 181.18K (1.45%) | -6.76K Decreased by -3.73% | Dec 31, 23 |
| 12 | Azarias Capital Management, L.P. | 180.53K (1.45%) | 7.38K Increased by +4.09% | Dec 31, 23 |
| 13 | Royce & Associates, LP | 179.98K (1.44%) | -14.1K Decreased by -7.83% | Dec 31, 23 |
| 14 | Millennium Management LLC | 164.99K (1.32%) | 142.93K Increased by +86.63% | Dec 31, 23 |
| 15 | John G Ullman & Associates Inc | 162.13K (1.3%) | -1.74K Decreased by -1.07% | Dec 31, 23 |
| 16 | AQR Capital Management LLC | 161.81K (1.3%) | 80.09K Increased by +49.5% | Dec 31, 23 |
| 17 | American Century Companies Inc | 139.71K (1.12%) | 120.44K Increased by +86.2% | Dec 31, 23 |
| 18 | JPMorgan Chase & Co | 138.53K (1.11%) | -153.42K Decreased by -110.75% | Dec 31, 23 |
| 19 | Northern Trust Corp | 134.95K (1.08%) | 4.49K Increased by +3.33% | Dec 31, 23 |
| 20 | Bank of New York Mellon Corp | 133.04K (1.06%) | -471 Decreased by -0.35% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 427.89K (3.43%) | 0 Increased by 0% | Feb 29, 24 |
| 2 | Global X US Infrastructure Dev ETF | 425.55K (3.41%) | 184 Increased by +0.04% | Mar 28, 24 |
| 3 | iShares Russell 2000 ETF | 300.24K (2.4%) | 144 Increased by +0.05% | Mar 28, 24 |
| 4 | iShares US Infrastructure ETF | 254.22K (2.04%) | 0 Increased by 0% | Mar 28, 24 |
| 5 | AMG River Road Small Cap Value N | 213.51K (1.71%) | 0 Increased by 0% | Feb 29, 24 |
| 6 | Avantis US Small Cap Value ETF | 191.93K (1.54%) | 0 Increased by 0% | Mar 29, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 181.62K (1.45%) | -270 Decreased by -0.15% | Feb 29, 24 |
| 8 | DFA US Targeted Value I | 137.83K (1.1%) | 0 Increased by 0% | Feb 29, 24 |
| 9 | Fidelity Small Cap Index | 128.95K (1.03%) | 1.52K Increased by +1.18% | Jan 31, 24 |
| 10 | Fidelity® Small Cap Index | 123.11K (0.99%) | 3.37K Increased by +2.74% | Oct 31, 23 |
| 11 | DFA US Micro Cap I | 120.68K (0.97%) | 0 Increased by 0% | Feb 29, 24 |
| 12 | iShares Russell 2000 Value ETF | 118.65K (0.95%) | 2.39K Increased by +2.01% | Mar 28, 24 |
| 13 | Royce Small-Cap Opportunity Invmt | 113.61K (0.91%) | -11.39K Decreased by -10.03% | Dec 31, 23 |
| 14 | Strategic Advisers Small-Mid Cap | 109.7K (0.88%) | 734 Increased by +0.67% | Jan 31, 24 |
| 15 | Strategic Advisers® Small-Mid Cap | 104.01K (0.83%) | -21.24K Decreased by -20.42% | Oct 31, 23 |
| 16 | State St Russell Sm/Mid Cp® Indx NL Cl C | 103.06K (0.83%) | 1.5K Increased by +1.46% | Feb 29, 24 |
| 17 | DFA US Small Cap I | 102.56K (0.82%) | 0 Increased by 0% | Feb 29, 24 |
| 18 | Dean Small Cap Value | 89.22K (0.71%) | 947 Increased by +1.06% | Feb 29, 24 |
| 19 | Dean Small Cap Value SA | 89.22K (0.71%) | 947 Increased by +1.06% | Feb 29, 24 |
| 20 | Keeley Small Cap Dividend Value I | 82.47K (0.66%) | 0 Increased by 0% | Jan 31, 24 |