| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.72M (15.28%) | -85.43K Decreased by -1.81% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 3.48M (11.27%) | -1.01K Decreased by -0.03% | Sep 30, 23 |
| 3 | Earnest Partners LLC | 2.34M (7.57%) | 45.16K Increased by +1.93% | Sep 30, 23 |
| 4 | State Street Corporation | 1.1M (3.55%) | 20.35K Increased by +1.86% | Sep 30, 23 |
| 5 | Kayne Anderson Rudnick Investment Management LLC | 1.07M (3.45%) | -43.83K Decreased by -4.11% | Sep 30, 23 |
| 6 | Dimensional Fund Advisors, Inc. | 1.04M (3.36%) | -1.93K Decreased by -0.19% | Dec 31, 23 |
| 7 | Champlain Investment Partners, LLC | 1.03M (3.35%) | 22.68K Increased by +2.19% | Dec 31, 23 |
| 8 | Bank of America Corp | 969.08K (3.14%) | -92.37K Decreased by -9.53% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 890.78K (2.89%) | 379.37K Increased by +42.59% | Sep 30, 23 |
| 10 | Westwood Holdings Group Inc | 868.25K (2.81%) | 6.94K Increased by +0.8% | Sep 30, 23 |
| 11 | William Blair Investment Management, LLC | 779.34K (2.52%) | 48.68K Increased by +6.25% | Dec 31, 23 |
| 12 | Loomis, Sayles & Company LP | 717.72K (2.33%) | 5.37K Increased by +0.75% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 660.29K (2.14%) | 26.42K Increased by +4% | Sep 30, 23 |
| 14 | Principal Financial Group Inc | 593.35K (1.92%) | -6.36K Decreased by -1.07% | Dec 31, 23 |
| 15 | ClearBridge Advisors, LLC | 561.78K (1.82%) | -2.01K Decreased by -0.36% | Sep 30, 23 |
| 16 | Aristotle Capital Boston, LLC | 526.06K (1.7%) | -22.36K Decreased by -4.25% | Dec 31, 23 |
| 17 | SEI Investments Co | 488.26K (1.58%) | 55.02K Increased by +11.27% | Sep 30, 23 |
| 18 | Wellington Management Company LLP | 468.19K (1.52%) | 50.65K Increased by +10.82% | Sep 30, 23 |
| 19 | Northern Trust Corp | 440.16K (1.43%) | 20.55K Increased by +4.67% | Sep 30, 23 |
| 20 | Wells Fargo & Co | 428.01K (1.39%) | -15.5K Decreased by -3.62% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.12M (6.87%) | 1.68K Increased by +0.08% | Jan 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 984.01K (3.19%) | 2.35K Increased by +0.24% | Jan 31, 24 |
| 3 | Vanguard Small Cap Index | 796.79K (2.58%) | 2.21K Increased by +0.28% | Jan 31, 24 |
| 4 | Champlain Small Company Fund, LLC | 784.03K (2.54%) | -1.64K Decreased by -0.21% | Jan 31, 24 |
| 5 | iShares Russell 2000 ETF | 775.08K (2.51%) | -14.14K Decreased by -1.82% | Jan 31, 24 |
| 6 | EARNEST Small/Mid Cap Value | 604.99K (1.96%) | 604.01K Increased by +99.84% | Dec 31, 23 |
| 7 | Vanguard Small Cap Value Index Inv | 545.12K (1.77%) | -2.26K Decreased by -0.41% | Jan 31, 24 |
| 8 | Calvert Small-Cap A | 531.67K (1.72%) | 30.63K Increased by +5.76% | Dec 31, 23 |
| 9 | Calvert US Small-Cap Strategy | 531.67K (1.72%) | 155.95K Increased by +29.33% | Dec 31, 23 |
| 10 | EARNEST Small Cap Value | 517.92K (1.68%) | 517.12K Increased by +99.85% | Dec 31, 23 |
| 11 | ClearBridge Small Cap Growth A | 466.31K (1.51%) | 23.12K Increased by +4.96% | Dec 31, 23 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 459.88K (1.49%) | 164 Increased by +0.04% | Jan 31, 24 |
| 13 | EARNEST Partners Smid Cap Core Founders | 453.92K (1.47%) | 7.96K Increased by +1.75% | Jan 31, 24 |
| 14 | ClearBridge Small Cap Growth | 447.87K (1.45%) | -18.44K Decreased by -4.12% | Jan 31, 24 |
| 15 | Champlain Small Company Adv | 420K (1.36%) | 140K Increased by +33.33% | Sep 30, 23 |
| 16 | Harbor Small Cap Value Instl | 410.02K (1.33%) | -40.57K Decreased by -9.89% | Dec 31, 23 |
| 17 | Loomis Sayles Small Cap Growth Instl | 324.64K (1.05%) | 0 Increased by 0% | Dec 31, 23 |
| 18 | Fidelity Small Cap Index | 307.18K (1%) | 6.17K Increased by +2.01% | Nov 30, 23 |
| 19 | Fidelity® Small Cap Index | 301.01K (0.98%) | 8.11K Increased by +2.69% | Oct 31, 23 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 266.8K (0.86%) | 171 Increased by +0.06% | Jan 31, 24 |