| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.14M (16.7%) | 140.81K Increased by +4.48% | Dec 31, 23 |
| 2 | Neuberger Berman Group LLC | 1.85M (9.85%) | -15.38K Decreased by -0.83% | Dec 31, 23 |
| 3 | Victory Capital Management Inc. | 1.4M (7.44%) | 37.05K Increased by +2.65% | Dec 31, 23 |
| 4 | Vanguard Group Inc | 1.36M (7.22%) | 26.01K Increased by +1.92% | Dec 31, 23 |
| 5 | Morgan Stanley - Brokerage Accounts | 837.03K (4.45%) | 60.49K Increased by +7.23% | Dec 31, 23 |
| 6 | Champlain Investment Partners, LLC | 758.64K (4.03%) | 101.97K Increased by +13.44% | Dec 31, 23 |
| 7 | State Street Corporation | 746.76K (3.97%) | 22.69K Increased by +3.04% | Dec 31, 23 |
| 8 | Westwood Holdings Group Inc | 678.32K (3.61%) | 105.41K Increased by +15.54% | Dec 31, 23 |
| 9 | Dimensional Fund Advisors, Inc. | 617.1K (3.28%) | -8.53K Decreased by -1.38% | Dec 31, 23 |
| 10 | Apg All Pensions Group | 515.4K (2.74%) | -1.17K Decreased by -0.23% | Dec 31, 23 |
| 11 | M&G INVESTMENT MANAGEMENT LTD | 476.59K (2.53%) | -26.14K Decreased by -5.49% | Dec 31, 23 |
| 12 | Goldman Sachs Group Inc | 430.55K (2.29%) | 142.2K Increased by +33.03% | Dec 31, 23 |
| 13 | Geode Capital Management, LLC | 415.44K (2.21%) | 18.77K Increased by +4.52% | Dec 31, 23 |
| 14 | GW&K Investment Management, LLC | 406.06K (2.16%) | -34.21K Decreased by -8.42% | Dec 31, 23 |
| 15 | Public Employees Retirt Assn Of Colorado | 301.82K (1.61%) | -998 Decreased by -0.33% | Dec 31, 23 |
| 16 | Palisade Capital Management LLc | 300.47K (1.6%) | -31.96K Decreased by -10.64% | Dec 31, 23 |
| 17 | Ameriprise Financial Inc | 292.94K (1.56%) | -59.48K Decreased by -20.31% | Dec 31, 23 |
| 18 | Bank of New York Mellon Corp | 285.8K (1.52%) | 73.87K Increased by +25.85% | Dec 31, 23 |
| 19 | Bank of America Corp | 269.35K (1.43%) | -71.68K Decreased by -26.61% | Dec 31, 23 |
| 20 | Newsouth Capital Management Inc | 223.29K (1.19%) | -1.92K Decreased by -0.86% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.29M (6.89%) | -4.8K Decreased by -0.37% | Mar 28, 24 |
| 2 | Neuberger Berman Genesis Inv | 1.24M (6.58%) | -29.79K Decreased by -2.41% | Mar 31, 24 |
| 3 | Victory Small Cap Value CIT (Net 75) | 830K (4.41%) | -200K Decreased by -24.1% | Mar 31, 24 |
| 4 | Victory Sycamore Small Company Opp R | 830K (4.41%) | -200K Decreased by -24.1% | Mar 31, 24 |
| 5 | Champlain Small Company Fund, LLC | 643.45K (3.42%) | -13.02K Decreased by -2.02% | Mar 31, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 607.08K (3.23%) | -3.88K Decreased by -0.64% | Feb 29, 24 |
| 7 | Calvert Small-Cap A | 500.29K (2.66%) | 22.06K Increased by +4.41% | Feb 29, 24 |
| 8 | iShares Russell 2000 ETF | 499.36K (2.66%) | 5.78K Increased by +1.16% | Mar 28, 24 |
| 9 | Calvert US Small-Cap Strategy | 478.23K (2.54%) | 1.41K Increased by +0.29% | Dec 31, 23 |
| 10 | Schwab US Dividend Equity ETF™ | 436.34K (2.32%) | 124 Increased by +0.03% | Mar 29, 24 |
| 11 | Champlain Small Company Adv | 305K (1.62%) | 35K Increased by +11.48% | Dec 31, 23 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 294.87K (1.57%) | 4.2K Increased by +1.43% | Mar 31, 24 |
| 13 | Westwood Mgt SmallCap Value | 241.83K (1.29%) | 0 Increased by 0% | Mar 31, 24 |
| 14 | Westwood Quality SmallCap Fund Inst | 241.83K (1.29%) | 0 Increased by 0% | Mar 31, 24 |
| 15 | Fidelity Small Cap Index | 190.86K (1.02%) | 1.53K Increased by +0.8% | Jan 31, 24 |
| 16 | Eagle Small Cap Strategy (Vermont Team) | 185.79K (0.99%) | 22.25K Increased by +11.98% | Mar 31, 24 |
| 17 | Eagle Small Cap Strategy - Retail | 185.79K (0.99%) | 22.25K Increased by +11.98% | Mar 31, 24 |
| 18 | Columbia Small Cap Value II | 184.1K (0.98%) | 1.4K Increased by +0.76% | Dec 31, 23 |
| 19 | Columbia Small Cap Value II Inst | 184.1K (0.98%) | 1.4K Increased by +0.76% | Dec 31, 23 |
| 20 | Fidelity® Small Cap Index | 183.43K (0.98%) | 5.01K Increased by +2.73% | Oct 31, 23 |