| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.53M | 14.58K Increased by +0.22% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 4.79M | 43.71K Increased by +0.91% | Sep 30, 23 |
| 3 | State Street Corporation | 1.6M | 41.36K Increased by +2.59% | Sep 30, 23 |
| 4 | Geode Capital Management, LLC | 902.17K | 40.35K Increased by +4.47% | Sep 30, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 768.52K | 59.9K Increased by +7.79% | Dec 31, 23 |
| 6 | Steel Peak Wealth Management LLC | 677.18K | 65K Increased by +9.6% | Dec 31, 23 |
| 7 | 325 Capital LLC | 592.81K | 103.16K Increased by +17.4% | Sep 30, 23 |
| 8 | Northern Trust Corp | 467.51K | 4.29K Increased by +0.92% | Sep 30, 23 |
| 9 | Atria Wealth Solutions, Inc. | 382.85K | 0 Increased by 0% | Sep 30, 23 |
| 10 | Charles Schwab Investment Management Inc | 330.5K | 19.06K Increased by +5.77% | Sep 30, 23 |
| 11 | Bank of New York Mellon Corp | 329.76K | -3.94K Decreased by -1.2% | Sep 30, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 280K | 18.11K Increased by +6.47% | Sep 30, 23 |
| 13 | Principal Financial Group Inc | 223.29K | -6.74K Decreased by -3.02% | Dec 31, 23 |
| 14 | Amvescap Plc. | 209.83K | -6.09K Decreased by -2.9% | Sep 30, 23 |
| 15 | Ziegler Capital Management LLC | 208.72K | 17.49K Increased by +8.38% | Sep 30, 23 |
| 16 | NorthCrest Asset Management, LLC | 203.58K | 3.68K Increased by +1.81% | Dec 31, 23 |
| 17 | Royal Bank of Canada | 200.86K | 5.03K Increased by +2.5% | Sep 30, 23 |
| 18 | Fort Washington Investment Advisors Inc | 176.16K | 176.16K Increased by +100% | Dec 31, 23 |
| 19 | Citadel Advisors Llc | 174.81K | 34.97K Increased by +20% | Sep 30, 23 |
| 20 | HighTower Advisors, LLC | 171.08K | 99.99K Increased by +58.44% | Sep 30, 23 |
| Rank | Holder | Shares | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.83M | 2.5K Increased by +0.09% | Jan 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.53M | 3.52K Increased by +0.23% | Jan 31, 24 |
| 3 | Vanguard Small Cap Index | 1.19M | 3.31K Increased by +0.28% | Jan 31, 24 |
| 4 | iShares Russell 2000 ETF | 1.05M | -19.15K Decreased by -1.82% | Jan 31, 24 |
| 5 | Vanguard Small Cap Growth Index Inv | 663.28K | 124 Increased by +0.02% | Jan 31, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 624.83K | 233 Increased by +0.04% | Jan 31, 24 |
| 7 | iShares S&P Small-Cap 600 Value ETF | 504.5K | 0 Increased by 0% | Nov 30, 23 |
| 8 | Fidelity Small Cap Index | 422.15K | 8.29K Increased by +1.96% | Nov 30, 23 |
| 9 | iShares S&P Small-Cap 600 Growth ETF | 403.22K | 0 Increased by 0% | Jan 31, 24 |
| 10 | Fidelity® Small Cap Index | 402.69K | 9.21K Increased by +2.29% | Sep 30, 23 |
| 11 | iShares Russell 2000 Growth ETF | 372.34K | 436 Increased by +0.12% | Jan 31, 24 |
| 12 | SPDR® Portfolio S&P 600 Sm Cap ETF | 354.14K | 228 Increased by +0.06% | Jan 31, 24 |
| 13 | Vanguard Tax-Managed Small Cap Adm | 324.6K | 0 Increased by 0% | Jan 31, 24 |
| 14 | SPDR® S&P 600 Small Cap Value ETF | 285.78K | -1.19K Decreased by -0.42% | Nov 30, 23 |
| 15 | State St Russell Sm/Mid Cp® Indx NL Cl C | 255.95K | 2.8K Increased by +1.09% | Jan 31, 24 |
| 16 | Fidelity Extended Market Index | 229.55K | 1.29K Increased by +0.56% | Dec 31, 23 |
| 17 | SPDR® S&P 600 Small Cap Growth ETF | 228.64K | 2.13K Increased by +0.93% | Jan 31, 24 |
| 18 | Fidelity® Extended Market Index | 223.24K | 4.26K Increased by +1.91% | Oct 31, 23 |
| 19 | Schwab US Small-Cap ETF™ | 188.87K | 0 Increased by 0% | Jan 31, 24 |
| 20 | DFA US Micro Cap I | 184.22K | 0 Increased by 0% | Dec 31, 23 |