| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.69M (16.61%) | -53.28K Decreased by -3.15% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 1.19M (11.65%) | -4.1K Decreased by -0.35% | Sep 30, 23 |
| 3 | Global Alpha Capital Management Ltd. | 1.04M (10.18%) | -118.7K Decreased by -11.44% | Dec 31, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 1.02M (10%) | -25.98K Decreased by -2.55% | Dec 31, 23 |
| 5 | Macquarie Group Ltd | 725.18K (7.12%) | 28.84K Increased by +3.98% | Sep 30, 23 |
| 6 | Brown Brothers Harriman & Co | 585.7K (5.75%) | 15.7K Increased by +2.68% | Sep 30, 23 |
| 7 | State Street Corporation | 406.99K (3.99%) | -396 Decreased by -0.1% | Sep 30, 23 |
| 8 | Renaissance Technologies Corp | 392.6K (3.85%) | -11.7K Decreased by -2.98% | Dec 31, 23 |
| 9 | Aristotle Capital Boston, LLC | 386.41K (3.79%) | 23.06K Increased by +5.97% | Dec 31, 23 |
| 10 | Heartland Advisors Inc | 286.98K (2.82%) | 26.48K Increased by +9.23% | Dec 31, 23 |
| 11 | Geode Capital Management, LLC | 233.59K (2.29%) | 9.76K Increased by +4.18% | Sep 30, 23 |
| 12 | Bank of New York Mellon Corp | 189K (1.85%) | 2.58K Increased by +1.37% | Sep 30, 23 |
| 13 | American Century Companies Inc | 185.01K (1.82%) | 21.66K Increased by +11.71% | Dec 31, 23 |
| 14 | Charles Schwab Investment Management Inc | 161.37K (1.58%) | 4.21K Increased by +2.61% | Sep 30, 23 |
| 15 | Northern Trust Corp | 110.84K (1.09%) | -440 Decreased by -0.4% | Sep 30, 23 |
| 16 | Bridgeway Capital Management, LLC | 107.94K (1.06%) | -10.42K Decreased by -9.65% | Sep 30, 23 |
| 17 | Morgan Stanley - Brokerage Accounts | 105.65K (1.04%) | -78.56K Decreased by -74.36% | Sep 30, 23 |
| 18 | Amvescap Plc. | 81.13K (0.8%) | 2.14K Increased by +2.64% | Sep 30, 23 |
| 19 | Bank of America Corp | 71.85K (0.71%) | -615 Decreased by -0.86% | Sep 30, 23 |
| 20 | Principal Financial Group Inc | 57.37K (0.56%) | -3.55K Decreased by -6.18% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 717.53K (7.04%) | 650 Increased by +0.09% | Jan 31, 24 |
| 2 | Delaware Small Cap Core I | 600.45K (5.89%) | 0 Increased by 0% | Dec 31, 23 |
| 3 | Macquarie US Small Cap Core Equity | 600.45K (5.89%) | 0 Increased by 0% | Dec 31, 23 |
| 4 | CC&L Global Alpha - Series A | 509.8K (5%) | 0 Increased by 0% | Dec 31, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 324.75K (3.19%) | 0 Increased by 0% | Dec 31, 23 |
| 6 | Heartland Value Plus Investor | 275K (2.7%) | 0 Increased by 0% | Dec 31, 23 |
| 7 | iShares Russell 2000 ETF | 261.8K (2.57%) | -4.79K Decreased by -1.83% | Jan 31, 24 |
| 8 | Global Alpha Global Small Cap | 230.65K (2.26%) | 0 Increased by 0% | Jan 31, 24 |
| 9 | Avantis US Small Cap Value ETF | 170.66K (1.67%) | 912 Increased by +0.53% | Jan 31, 24 |
| 10 | DFA US Small Cap Value I | 169.2K (1.66%) | 0 Increased by 0% | Dec 31, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 166.57K (1.63%) | 7.25K Increased by +4.35% | Dec 31, 23 |
| 12 | Vanguard Small Cap Growth Index Inv | 157.79K (1.55%) | 810 Increased by +0.51% | Nov 30, 23 |
| 13 | DFA US Micro Cap I | 138.98K (1.36%) | -3.64K Decreased by -2.62% | Dec 31, 23 |
| 14 | iShares S&P Small-Cap 600 Value ETF | 128.7K (1.26%) | -357 Decreased by -0.28% | Jan 31, 24 |
| 15 | Vanguard Small Cap Index | 127.79K (1.25%) | -153.75K Decreased by -120.31% | Dec 31, 23 |
| 16 | DFA US Targeted Value I | 120.16K (1.18%) | 0 Increased by 0% | Dec 31, 23 |
| 17 | Fidelity Small Cap Index | 108.99K (1.07%) | 3.06K Increased by +2.81% | Nov 30, 23 |
| 18 | iShares Russell 2000 Value ETF | 106.91K (1.05%) | -204 Decreased by -0.19% | Jan 31, 24 |
| 19 | Fidelity® Small Cap Index | 105.93K (1.04%) | 3.33K Increased by +3.15% | Oct 31, 23 |
| 20 | Dimensional US Targeted Value ETF | 105.89K (1.04%) | -8.79K Decreased by -8.3% | Jan 31, 24 |