| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 16.55M (13.22%) | 8.74M Increased by +52.84% | Dec 31, 23 |
| 2 | Vanguard Group Inc | 13.95M (11.15%) | -506.81K Decreased by -3.63% | Dec 31, 23 |
| 3 | Victory Capital Management Inc. | 7.44M (5.95%) | -536.86K Decreased by -7.21% | Dec 31, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 5.44M (4.35%) | 660.46K Increased by +12.14% | Dec 31, 23 |
| 5 | State Street Corporation | 4.03M (3.22%) | -27.1K Decreased by -0.67% | Dec 31, 23 |
| 6 | PRIMECAP Management Company | 3.86M (3.09%) | -17.7K Decreased by -0.46% | Dec 31, 23 |
| 7 | Boston Partners Global Investors, Inc | 3.81M (3.04%) | 1.5M Increased by +39.23% | Dec 31, 23 |
| 8 | Amvescap Plc. | 3.45M (2.75%) | 537.15K Increased by +15.58% | Sep 30, 23 |
| 9 | LSV Asset Management | 3.16M (2.52%) | -254.75K Decreased by -8.07% | Dec 31, 23 |
| 10 | Morgan Stanley - Brokerage Accounts | 2.78M (2.22%) | 192.16K Increased by +6.91% | Dec 31, 23 |
| 11 | AllianceBernstein L.P. | 2.66M (2.12%) | 187.81K Increased by +7.07% | Dec 31, 23 |
| 12 | Wellington Management Company LLP | 2.55M (2.04%) | 358.75K Increased by +14.05% | Sep 30, 23 |
| 13 | Capital World Investors | 2.26M (1.81%) | 262.05K Increased by +11.58% | Sep 30, 23 |
| 14 | Geode Capital Management, LLC | 1.9M (1.52%) | -910.63K Decreased by -47.98% | Dec 31, 23 |
| 15 | FMR Inc | 1.8M (1.44%) | 1.26M Increased by +70.23% | Dec 31, 23 |
| 16 | Massachusetts Financial Services Company | 1.61M (1.29%) | -18.86K Decreased by -1.17% | Dec 31, 23 |
| 17 | US Global Investors Inc | 1.39M (1.11%) | 253.98K Increased by +18.3% | Dec 31, 23 |
| 18 | Bank of New York Mellon Corp | 1.33M (1.06%) | 115.89K Increased by +8.72% | Dec 31, 23 |
| 19 | Diamond Hill Capital Management Inc | 1.17M (0.94%) | 11.82K Increased by +1.01% | Dec 31, 23 |
| 20 | Charles Schwab Investment Management Inc | 1.16M (0.92%) | 10.26K Increased by +0.89% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 8.52M (6.8%) | -11.11K Decreased by -0.13% | Mar 28, 24 |
| 2 | Victory Sycamore Established Value R | 5.25M (4.19%) | -170K Decreased by -3.24% | Dec 31, 23 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 3.99M (3.19%) | -9.38K Decreased by -0.24% | Feb 29, 24 |
| 4 | Vanguard Small Cap Index | 3.3M (2.64%) | 30.62K Increased by +0.93% | Feb 29, 24 |
| 5 | Vanguard PRIMECAP Inv | 3.28M (2.62%) | -17.7K Decreased by -0.54% | Dec 31, 23 |
| 6 | Vanguard Institutional 500 Index Trust | 3.1M (2.47%) | 24.31K Increased by +0.79% | Nov 30, 23 |
| 7 | JHancock Disciplined Value Mid Cap I | 2.86M (2.29%) | -38.17K Decreased by -1.33% | Jan 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 2.25M (1.8%) | 6.33K Increased by +0.28% | Feb 29, 24 |
| 9 | American Funds IS® Growth 1 | 2M (1.6%) | 0 Increased by 0% | Sep 30, 23 |
| 10 | Capital Group Growth Composite | 2M (1.6%) | 0 Increased by 0% | Sep 30, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 1.89M (1.51%) | 16.68K Increased by +0.88% | Feb 29, 24 |
| 12 | Vanguard Explorer Inv | 1.84M (1.47%) | 364.81K Increased by +19.83% | Sep 30, 23 |
| 13 | DFA US Small Cap Value I | 1.58M (1.26%) | -109.35K Decreased by -6.91% | Feb 29, 24 |
| 14 | iShares S&P Small-Cap 600 Value ETF | 1.55M (1.24%) | -10.96K Decreased by -0.71% | Mar 28, 24 |
| 15 | Fidelity 500 Index | 1.48M (1.18%) | 9.45K Increased by +0.64% | Nov 30, 23 |
| 16 | Fidelity® 500 Index | 1.48M (1.18%) | 9.45K Increased by +0.64% | Nov 30, 23 |
| 17 | MFS Mid Cap Value Equity | 1.25M (1%) | -21.79K Decreased by -1.74% | Dec 31, 23 |
| 18 | MFS Mid Cap Value A | 1.24M (0.99%) | -14.83K Decreased by -1.2% | Feb 29, 24 |
| 19 | Avantis US Small Cap Value ETF | 1.2M (0.96%) | 0 Increased by 0% | Mar 29, 24 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 1.12M (0.89%) | 1.15K Increased by +0.1% | Mar 28, 24 |