| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | OEP CAPITAL ADVISORS, L.P. | 13.82M (17.9%) | 0 Increased by 0% | Sep 30, 23 |
| 2 | Deerfield Management Co | 13.61M (17.62%) | 2.51M Increased by +18.47% | Sep 30, 23 |
| 3 | BlackRock Inc | 13.14M (17.02%) | 1.54M Increased by +11.74% | Sep 30, 23 |
| 4 | FMR Inc | 8.83M (11.44%) | 17.75K Increased by +0.2% | Sep 30, 23 |
| 5 | Vanguard Group Inc | 8.66M (11.21%) | 355K Increased by +4.1% | Sep 30, 23 |
| 6 | Reinhart Mahoney Capital Management Inc | 4.07M (5.27%) | 443.52K Increased by +10.91% | Dec 31, 23 |
| 7 | BB&T Corp. | 3.91M (5.06%) | 0 Increased by 0% | Sep 30, 23 |
| 8 | State Street Corporation | 3.15M (4.08%) | 410.45K Increased by +13.04% | Sep 30, 23 |
| 9 | Segall Bryant & Hamill | 2.13M (2.76%) | 774.95K Increased by +36.42% | Sep 30, 23 |
| 10 | Rubric Capital Management LP | 1.96M (2.54%) | -917.94K Decreased by -46.81% | Sep 30, 23 |
| 11 | Geode Capital Management, LLC | 1.91M (2.47%) | 327.71K Increased by +17.17% | Sep 30, 23 |
| 12 | Silvercrest Asset Management Group LLC | 1.69M (2.19%) | -22.97K Decreased by -1.36% | Sep 30, 23 |
| 13 | Palisade Capital Management LLc | 1.67M (2.17%) | 26.65K Increased by +1.59% | Sep 30, 23 |
| 14 | Kennedy Capital Management Inc | 1.48M (1.92%) | 888.5K Increased by +59.89% | Sep 30, 23 |
| 15 | Marshall Wace Asset Management Ltd | 1.39M (1.8%) | 1.33M Increased by +96.1% | Sep 30, 23 |
| 16 | Maverick Capital Ltd | 1.25M (1.62%) | -585.64K Decreased by -46.8% | Sep 30, 23 |
| 17 | Amvescap Plc. | 1.21M (1.57%) | -26.94K Decreased by -2.22% | Sep 30, 23 |
| 18 | Royal Bank of Canada | 1.2M (1.55%) | -21.58K Decreased by -1.8% | Sep 30, 23 |
| 19 | LGT Capital Partners Ltd. | 1M (1.3%) | 442.5K Increased by +44.25% | Dec 31, 23 |
| 20 | Bridgeway Capital Management, LLC | 977.65K (1.27%) | 34.76K Increased by +3.56% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.55M (7.19%) | 4.99K Increased by +0.09% | Jan 31, 24 |
| 2 | Fidelity Value | 2.72M (3.53%) | 107.3K Increased by +3.94% | Dec 31, 23 |
| 3 | Fidelity® Value | 2.62M (3.39%) | 109.7K Increased by +4.19% | Nov 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 2.39M (3.1%) | 53.97K Increased by +2.26% | Jan 31, 24 |
| 5 | iShares Russell 2000 ETF | 2.34M (3.04%) | -42.75K Decreased by -1.82% | Jan 31, 24 |
| 6 | Vanguard Small Cap Index | 2.09M (2.71%) | 5.73K Increased by +0.27% | Jan 31, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 1.2M (1.56%) | 530 Increased by +0.04% | Jan 31, 24 |
| 8 | Vanguard Small Cap Growth Index Inv | 1.16M (1.51%) | 215 Increased by +0.02% | Jan 31, 24 |
| 9 | iShares S&P Small-Cap 600 Value ETF | 1.02M (1.32%) | -2.85K Decreased by -0.28% | Jan 31, 24 |
| 10 | Fidelity® Small Cap Discovery | 975.7K (1.26%) | 0 Increased by 0% | Oct 31, 23 |
| 11 | Reinhart Genesis PMV Advisor | 948K (1.23%) | 90K Increased by +9.49% | Dec 31, 23 |
| 12 | Kennedy Extended Small Cap | 945.58K (1.22%) | 160.55K Increased by +16.98% | Dec 31, 23 |
| 13 | Fidelity Small Cap Discovery | 943.4K (1.22%) | -32.3K Decreased by -3.42% | Nov 30, 23 |
| 14 | Fidelity Small Cap Index | 941.08K (1.22%) | 15.87K Increased by +1.69% | Nov 30, 23 |
| 15 | Fidelity® Small Cap Index | 925.21K (1.2%) | 25.35K Increased by +2.74% | Oct 31, 23 |
| 16 | Palisade Small Cap Core Equity | 875.25K (1.13%) | -95.66K Decreased by -10.93% | Dec 31, 23 |
| 17 | JNL Multi-Manager Small Cap Value I | 842K (1.09%) | 0 Increased by 0% | Dec 31, 23 |
| 18 | Fidelity Value Strategies | 841K (1.09%) | 0 Increased by 0% | Dec 31, 23 |
| 19 | Fidelity® Value Strategies | 841K (1.09%) | 49K Increased by +5.83% | Nov 30, 23 |
| 20 | Fidelity Small Cap Stock | 784K (1.02%) | 13.3K Increased by +1.7% | Nov 30, 23 |