| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.79M (24.03%) | 46.66K Increased by +0.97% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 3.49M (17.5%) | 30.72K Increased by +0.88% | Sep 30, 23 |
| 3 | Charles Schwab Investment Management Inc | 1.37M (6.89%) | 314.49K Increased by +22.88% | Sep 30, 23 |
| 4 | LSV Asset Management | 1.26M (6.32%) | -53.49K Decreased by -4.24% | Dec 31, 23 |
| 5 | D. E. Shaw & Co LP | 1.15M (5.76%) | 187.42K Increased by +16.3% | Sep 30, 23 |
| 6 | State Street Corporation | 1.13M (5.66%) | 8.44K Increased by +0.75% | Sep 30, 23 |
| 7 | Dimensional Fund Advisors, Inc. | 1.01M (5.05%) | 44.04K Increased by +4.37% | Dec 31, 23 |
| 8 | Schroder Investment Management Group | 990.93K (4.97%) | -487 Decreased by -0.05% | Sep 30, 23 |
| 9 | AQR Capital Management LLC | 659.78K (3.31%) | -114.11K Decreased by -17.29% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 625.22K (3.13%) | 42.08K Increased by +6.73% | Sep 30, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 620.42K (3.11%) | 180.31K Increased by +29.06% | Sep 30, 23 |
| 12 | Amvescap Plc. | 528.95K (2.65%) | 30.65K Increased by +5.79% | Sep 30, 23 |
| 13 | Gamco Investors, Inc. Et Al | 481.11K (2.41%) | -3.66K Decreased by -0.76% | Sep 30, 23 |
| 14 | Smith Graham & Co Inv Adv, L.P.** | 383.38K (1.92%) | 47.47K Increased by +12.38% | Dec 31, 23 |
| 15 | Bank of New York Mellon Corp | 359.99K (1.8%) | 10.44K Increased by +2.9% | Sep 30, 23 |
| 16 | JPMorgan Chase & Co | 351.47K (1.76%) | 19.05K Increased by +5.42% | Sep 30, 23 |
| 17 | Northern Trust Corp | 319.57K (1.6%) | 11.19K Increased by +3.5% | Sep 30, 23 |
| 18 | American Century Companies Inc | 291.8K (1.46%) | 42.13K Increased by +14.44% | Sep 30, 23 |
| 19 | Algert Global LLC | 242.24K (1.21%) | 55.07K Increased by +22.73% | Sep 30, 23 |
| 20 | Citadel Advisors Llc | 235.94K (1.18%) | -318.7K Decreased by -135.07% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Pacer US Small Cap Cash Cows 100 ETF | 3.45M (17.28%) | 47.56K Increased by +1.38% | Jan 31, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 2.07M (10.35%) | 1.85K Increased by +0.09% | Jan 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 918.76K (4.6%) | 0 Increased by 0% | Jan 31, 24 |
| 4 | Schwab Fundamental US Small Company ETF | 906.8K (4.54%) | 963 Increased by +0.11% | Jan 31, 24 |
| 5 | Vanguard Small Cap Index | 778.13K (3.9%) | 2.14K Increased by +0.27% | Jan 31, 24 |
| 6 | iShares Russell 2000 ETF | 775.71K (3.89%) | -14.14K Decreased by -1.82% | Jan 31, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 534.47K (2.68%) | -2.21K Decreased by -0.41% | Jan 31, 24 |
| 8 | Schroder Global Recovery L Acc GBP | 498.73K (2.5%) | 0 Increased by 0% | Oct 31, 23 |
| 9 | Avantis US Small Cap Value ETF | 491.54K (2.46%) | 6.99K Increased by +1.42% | Jan 31, 24 |
| 10 | Schroder ISF Glbl Rcvy E Acc USD | 478.21K (2.4%) | 0 Increased by 0% | Oct 31, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 440.41K (2.21%) | 200 Increased by +0.05% | Jan 31, 24 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 375.37K (1.88%) | -1.04K Decreased by -0.28% | Jan 31, 24 |
| 13 | Fidelity Small Cap Index | 303.69K (1.52%) | 6.5K Increased by +2.14% | Nov 30, 23 |
| 14 | Fidelity® Small Cap Index | 297.18K (1.49%) | 9.4K Increased by +3.16% | Oct 31, 23 |
| 15 | iShares Russell 2000 Value ETF | 294.03K (1.47%) | -558 Decreased by -0.19% | Jan 31, 24 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 257.57K (1.29%) | 168 Increased by +0.07% | Jan 31, 24 |
| 17 | Vanguard Tax-Managed Small Cap Adm | 238.05K (1.19%) | 0 Increased by 0% | Jan 31, 24 |
| 18 | Schwab Fundamental US Small Company Idx | 224.4K (1.12%) | 5.13K Increased by +2.29% | Jan 31, 24 |
| 19 | Federated Hermes MDT SCC Institutional | 214.47K (1.07%) | 3.41K Increased by +1.59% | Dec 31, 23 |
| 20 | Federated Hermes MDT Small Cap Core IS | 214.47K (1.07%) | 3.41K Increased by +1.59% | Dec 31, 23 |