| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.38M (12.86%) | 136.3K Increased by +1.85% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 6.4M (11.16%) | 130.11K Increased by +2.03% | Sep 30, 23 |
| 3 | State Street Corporation | 2.27M (3.96%) | 271 Increased by +0.01% | Sep 30, 23 |
| 4 | First Trust Advisors L.P. | 1.41M (2.45%) | 85.59K Increased by +6.08% | Sep 30, 23 |
| 5 | Victory Capital Management Inc. | 1.3M (2.27%) | -7.8K Decreased by -0.6% | Dec 31, 23 |
| 6 | FMR Inc | 1.25M (2.19%) | 6.42K Increased by +0.51% | Sep 30, 23 |
| 7 | Macquarie Group Ltd | 1.22M (2.13%) | -66.34K Decreased by -5.42% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 1.21M (2.1%) | 48.6K Increased by +4.02% | Sep 30, 23 |
| 9 | Dimensional Fund Advisors, Inc. | 888.73K (1.55%) | 24.69K Increased by +2.78% | Dec 31, 23 |
| 10 | Amvescap Plc. | 829.56K (1.45%) | 101.23K Increased by +12.2% | Sep 30, 23 |
| 11 | Bank of New York Mellon Corp | 791.99K (1.38%) | 1.61K Increased by +0.2% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 724.94K (1.26%) | -120.71K Decreased by -16.65% | Sep 30, 23 |
| 13 | Charles Schwab Investment Management Inc | 694.8K (1.21%) | 21.94K Increased by +3.16% | Sep 30, 23 |
| 14 | Northern Trust Corp | 684.81K (1.19%) | -20.83K Decreased by -3.04% | Sep 30, 23 |
| 15 | Aristotle Capital Boston, LLC | 666.05K (1.16%) | -25.18K Decreased by -3.78% | Dec 31, 23 |
| 16 | American Century Companies Inc | 585.24K (1.02%) | 21.12K Increased by +3.61% | Dec 31, 23 |
| 17 | CBRE Investment Management Listed Real Assets LLC | 560.29K (0.98%) | -125.44K Decreased by -22.39% | Dec 31, 23 |
| 18 | Nuveen Asset Management, LLC | 546.11K (0.95%) | 16.71K Increased by +3.06% | Sep 30, 23 |
| 19 | Old Republic International Corp | 541.1K (0.94%) | -4K Decreased by -0.74% | Dec 31, 23 |
| 20 | DePrince Race & Zollo Inc | 520.3K (0.91%) | -411.2K Decreased by -79.03% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.81M (3.16%) | 3.66K Increased by +0.2% | Jan 31, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.74M (3.04%) | -942 Decreased by -0.05% | Jan 31, 24 |
| 3 | Vanguard Small Cap Index | 1.47M (2.56%) | 4.07K Increased by +0.28% | Jan 31, 24 |
| 4 | iShares Russell 2000 ETF | 1.46M (2.54%) | -26.56K Decreased by -1.82% | Jan 31, 24 |
| 5 | First Trust Value Line® Dividend ETF | 1.09M (1.9%) | -4.03K Decreased by -0.37% | Jan 31, 24 |
| 6 | Vanguard Small Cap Value Index Inv | 1M (1.75%) | -4.18K Decreased by -0.42% | Jan 31, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 840.65K (1.47%) | 263 Increased by +0.03% | Jan 31, 24 |
| 8 | Fidelity Small Cap Index | 569.03K (0.99%) | 11.62K Increased by +2.04% | Nov 30, 23 |
| 9 | Fidelity® Small Cap Index | 557.41K (0.97%) | 14.99K Increased by +2.69% | Oct 31, 23 |
| 10 | iShares Russell 2000 Value ETF | 545.93K (0.95%) | -1.04K Decreased by -0.19% | Jan 31, 24 |
| 11 | American Beacon Small Cp Val R5 | 465.95K (0.81%) | -1.8K Decreased by -0.39% | Nov 30, 23 |
| 12 | American Century Small Cap Value Inv | 460K (0.8%) | 15K Increased by +3.26% | Dec 31, 23 |
| 13 | American Century U.S. Small Cap Value | 460K (0.8%) | 15K Increased by +3.26% | Dec 31, 23 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 457.34K (0.8%) | -8.62K Decreased by -1.88% | Jan 31, 24 |
| 15 | Delaware Small Cap Value A | 425.8K (0.74%) | -13.1K Decreased by -3.08% | Dec 31, 23 |
| 16 | FIAM Small Cap Core CIT Cl B | 421.11K (0.73%) | 24.2K Increased by +5.75% | Nov 30, 23 |
| 17 | Strategic Advisers Fidelity US TtlStk | 398.87K (0.7%) | 5.27K Increased by +1.32% | Dec 31, 23 |
| 18 | Invesco High Yield Eq Div Achiev™ ETF | 396.33K (0.69%) | -3.01K Decreased by -0.76% | Jan 31, 24 |
| 19 | Strategic Advisers® Fidelity US TtlStk | 393.6K (0.69%) | 11.12K Increased by +2.83% | Nov 30, 23 |
| 20 | FIAM Small Cap Core Composite | 392.61K (0.68%) | -3.09K Decreased by -0.79% | Sep 30, 23 |