| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.77M (16.27%) | -97.34K Decreased by -2.58% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 2.66M (11.48%) | -18.57K Decreased by -0.7% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 1.73M (7.45%) | -50.99K Decreased by -2.95% | Dec 31, 23 |
| 4 | AllianceBernstein L.P. | 1.16M (5%) | 600.16K Increased by +51.75% | Sep 30, 23 |
| 5 | State Street Corporation | 971.39K (4.19%) | -10.16K Decreased by -1.05% | Sep 30, 23 |
| 6 | LSV Asset Management | 601.05K (2.59%) | -43.9K Decreased by -7.3% | Dec 31, 23 |
| 7 | Westwood Holdings Group Inc | 573.39K (2.47%) | 212.26K Increased by +37.02% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 544.8K (2.35%) | 19.14K Increased by +3.51% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 476.74K (2.06%) | 53.28K Increased by +11.18% | Sep 30, 23 |
| 10 | Northern Trust Corp | 458.09K (1.98%) | 39.22K Increased by +8.56% | Sep 30, 23 |
| 11 | American Century Companies Inc | 378.21K (1.63%) | 35.97K Increased by +9.51% | Sep 30, 23 |
| 12 | Charles Schwab Investment Management Inc | 364.31K (1.57%) | 7.09K Increased by +1.95% | Sep 30, 23 |
| 13 | Jacobs Levy Equity Management, Inc. | 362.3K (1.56%) | -61.04K Decreased by -16.85% | Sep 30, 23 |
| 14 | JPMorgan Chase & Co | 360.23K (1.55%) | -18.13K Decreased by -5.03% | Sep 30, 23 |
| 15 | Nuveen Asset Management, LLC | 347.71K (1.5%) | -4.78K Decreased by -1.37% | Sep 30, 23 |
| 16 | Ameriprise Financial Inc | 343.59K (1.48%) | -57.57K Decreased by -16.76% | Sep 30, 23 |
| 17 | Victory Capital Management Inc. | 322.64K (1.39%) | -36.89K Decreased by -11.43% | Dec 31, 23 |
| 18 | Cooper Creek Partners Management LLC | 286.36K (1.24%) | 286.36K Increased by +100% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 281.69K (1.22%) | 1.93K Increased by +0.69% | Sep 30, 23 |
| 20 | Segall Bryant & Hamill | 281.01K (1.21%) | 106.59K Increased by +37.93% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.61M (6.94%) | 1.27K Increased by +0.08% | Jan 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 714.65K (3.08%) | -4.96K Decreased by -0.69% | Jan 31, 24 |
| 3 | iShares Russell 2000 ETF | 588.01K (2.54%) | -10.72K Decreased by -1.82% | Jan 31, 24 |
| 4 | Vanguard Small Cap Index | 574.06K (2.48%) | 1.59K Increased by +0.28% | Jan 31, 24 |
| 5 | DFA US Small Cap Value I | 487.82K (2.1%) | -45.48K Decreased by -9.32% | Dec 31, 23 |
| 6 | Avantis US Small Cap Value ETF | 415.49K (1.79%) | 1.82K Increased by +0.44% | Jan 31, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 392.76K (1.69%) | -1.63K Decreased by -0.42% | Jan 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 350.95K (1.51%) | -2.98K Decreased by -0.85% | Jan 31, 24 |
| 9 | Delaware Small Cap Core I | 326.04K (1.41%) | 33.5K Increased by +10.28% | Dec 31, 23 |
| 10 | Macquarie US Small Cap Core Equity | 326.04K (1.41%) | 220.81K Increased by +67.73% | Dec 31, 23 |
| 11 | Fidelity Value | 269.5K (1.16%) | 22.6K Increased by +8.39% | Dec 31, 23 |
| 12 | AB Discovery Value Advisor | 258.35K (1.11%) | 0 Increased by 0% | Dec 31, 23 |
| 13 | DFA US Targeted Value I | 254.04K (1.1%) | 0 Increased by 0% | Dec 31, 23 |
| 14 | Fidelity® Value | 246.9K (1.06%) | 4.4K Increased by +1.78% | Nov 30, 23 |
| 15 | Fidelity Small Cap Index | 237.24K (1.02%) | 4.53K Increased by +1.91% | Nov 30, 23 |
| 16 | Fidelity® Small Cap Index | 232.71K (1%) | 6.31K Increased by +2.71% | Oct 31, 23 |
| 17 | iShares S&P Small-Cap 600 Growth ETF | 229.64K (0.99%) | 0 Increased by 0% | Jan 31, 24 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 199.07K (0.86%) | 132 Increased by +0.07% | Jan 31, 24 |
| 19 | DFA US Micro Cap I | 191.86K (0.83%) | 0 Increased by 0% | Dec 31, 23 |
| 20 | Westwood Mgt SmallCap Value | 187.84K (0.81%) | -28.9K Decreased by -15.39% | Dec 31, 23 |