| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.42M (17.04%) | 135.91K Increased by +2.51% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 3.97M (12.49%) | 47.49K Increased by +1.2% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 2.82M (8.87%) | 46.2K Increased by +1.64% | Dec 31, 23 |
| 4 | Pacer Advisors, INC. | 1.41M (4.43%) | 330K Increased by +23.45% | Sep 30, 23 |
| 5 | State Street Corporation | 1.25M (3.92%) | 34.39K Increased by +2.76% | Sep 30, 23 |
| 6 | Amvescap Plc. | 944.5K (2.97%) | -156K Decreased by -16.52% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 685.19K (2.16%) | 23.89K Increased by +3.49% | Sep 30, 23 |
| 8 | Charles Schwab Investment Management Inc | 665.45K (2.09%) | 21.89K Increased by +3.29% | Sep 30, 23 |
| 9 | Northern Trust Corp | 650.67K (2.05%) | -507 Decreased by -0.08% | Sep 30, 23 |
| 10 | Private Management Group Inc | 648.07K (2.04%) | -72.31K Decreased by -11.16% | Sep 30, 23 |
| 11 | Mariner Wealth Advisors, LLC | 601.51K (1.89%) | -117 Decreased by -0.02% | Sep 30, 23 |
| 12 | Wasatch Advisors Inc. | 554.54K (1.74%) | 554.54K Increased by +100% | Jun 30, 23 |
| 13 | Ameriprise Financial Inc | 541.42K (1.7%) | -201.31K Decreased by -37.18% | Sep 30, 23 |
| 14 | Venture Visionary Partners LLC | 456.19K (1.43%) | -55.81K Decreased by -12.23% | Sep 30, 23 |
| 15 | JPMorgan Chase & Co | 455.55K (1.43%) | 24.4K Increased by +5.36% | Sep 30, 23 |
| 16 | Morgan Stanley - Brokerage Accounts | 446.32K (1.4%) | 52.36K Increased by +11.73% | Sep 30, 23 |
| 17 | Victory Capital Management Inc. | 436.55K (1.37%) | -7.07K Decreased by -1.62% | Dec 31, 23 |
| 18 | Nuveen Asset Management, LLC | 422.3K (1.33%) | 119.03K Increased by +28.19% | Sep 30, 23 |
| 19 | American Century Companies Inc | 412.87K (1.3%) | 167.47K Increased by +40.56% | Sep 30, 23 |
| 20 | Bank of New York Mellon Corp | 387.33K (1.22%) | -14.42K Decreased by -3.72% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Pacer US Small Cap Cash Cows 100 ETF | 2.72M (8.55%) | 37.48K Increased by +1.38% | Jan 31, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 2.16M (6.79%) | 1.86K Increased by +0.09% | Jan 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.01M (3.19%) | 2.32K Increased by +0.23% | Jan 31, 24 |
| 4 | iShares Russell 2000 ETF | 826.29K (2.6%) | -15.05K Decreased by -1.82% | Jan 31, 24 |
| 5 | Vanguard Small Cap Index | 818.87K (2.58%) | 2.28K Increased by +0.28% | Jan 31, 24 |
| 6 | DFA US Small Cap Value I | 811.16K (2.55%) | -16.73K Decreased by -2.06% | Dec 31, 23 |
| 7 | Avantis US Small Cap Value ETF | 592.69K (1.86%) | 4.33K Increased by +0.73% | Jan 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 559.69K (1.76%) | -2.35K Decreased by -0.42% | Jan 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 465.99K (1.47%) | 172 Increased by +0.04% | Jan 31, 24 |
| 10 | DFA US Targeted Value I | 368.35K (1.16%) | 0 Increased by 0% | Dec 31, 23 |
| 11 | Invesco S&P SmallCap 600 Revenue ETF | 335.09K (1.05%) | 0 Increased by 0% | Jan 31, 24 |
| 12 | Fidelity Small Cap Index | 317.12K (1%) | 6.04K Increased by +1.9% | Nov 30, 23 |
| 13 | iShares Russell 2000 Value ETF | 303.14K (0.95%) | -576 Decreased by -0.19% | Jan 31, 24 |
| 14 | Fidelity® Small Cap Index | 302.68K (0.95%) | 6.8K Increased by +2.25% | Sep 30, 23 |
| 15 | Northern Small Cap Value | 284.12K (0.89%) | 0 Increased by 0% | Dec 31, 23 |
| 16 | Schwab Fundamental US Small Company ETF | 275.93K (0.87%) | 291 Increased by +0.11% | Jan 31, 24 |
| 17 | Dimensional US Targeted Value ETF | 274.66K (0.86%) | 272 Increased by +0.1% | Jan 31, 24 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 269.5K (0.85%) | 174 Increased by +0.06% | Jan 31, 24 |
| 19 | Vanguard Tax-Managed Small Cap Adm | 247.87K (0.78%) | 0 Increased by 0% | Jan 31, 24 |
| 20 | DFA US Micro Cap I | 246.85K (0.78%) | 0 Increased by 0% | Dec 31, 23 |