| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 10.99M (14.86%) | 11.91K Increased by +0.11% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 9.18M (12.41%) | 12K Increased by +0.13% | Sep 30, 23 |
| 3 | Dimensional Fund Advisors, Inc. | 4.92M (6.65%) | 28.66K Increased by +0.58% | Dec 31, 23 |
| 4 | State Street Corporation | 3.4M (4.6%) | -703.07K Decreased by -20.65% | Sep 30, 23 |
| 5 | Westwood Holdings Group Inc | 2.47M (3.34%) | -198.74K Decreased by -8.05% | Sep 30, 23 |
| 6 | Manufacturers Life Insurance Co | 1.71M (2.31%) | -71.64K Decreased by -4.18% | Sep 30, 23 |
| 7 | Geode Capital Management, LLC | 1.53M (2.07%) | 58.15K Increased by +3.79% | Sep 30, 23 |
| 8 | Victory Capital Management Inc. | 1.45M (1.96%) | 40.66K Increased by +2.8% | Dec 31, 23 |
| 9 | GW&K Investment Management, LLC | 1.32M (1.78%) | -55.3K Decreased by -4.19% | Sep 30, 23 |
| 10 | Ameriprise Financial Inc | 1.09M (1.48%) | -26.73K Decreased by -2.45% | Sep 30, 23 |
| 11 | Northern Trust Corp | 977.76K (1.32%) | 3.36K Increased by +0.34% | Sep 30, 23 |
| 12 | LSV Asset Management | 924.5K (1.25%) | -22.35K Decreased by -2.42% | Dec 31, 23 |
| 13 | Franklin Resources Inc | 892.88K (1.21%) | 261.82K Increased by +29.32% | Dec 31, 23 |
| 14 | Millennium Management LLC | 857.2K (1.16%) | 857.2K Increased by +100% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 817.57K (1.11%) | -29.95K Decreased by -3.66% | Sep 30, 23 |
| 16 | Goldman Sachs Group Inc | 809.88K (1.1%) | -84.38K Decreased by -10.42% | Sep 30, 23 |
| 17 | William Blair Investment Management, LLC | 686.6K (0.93%) | -15.07K Decreased by -2.19% | Dec 31, 23 |
| 18 | London Company of Virginia | 683.68K (0.92%) | 5.76K Increased by +0.84% | Dec 31, 23 |
| 19 | Tributary Capital Management, LLC | 606.56K (0.82%) | -11.83K Decreased by -1.95% | Dec 31, 23 |
| 20 | Charles Schwab Investment Management Inc | 596.05K (0.81%) | 26.36K Increased by +4.42% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.08M (6.88%) | 0 Increased by 0% | Jan 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.37M (3.21%) | 5.57K Increased by +0.23% | Jan 31, 24 |
| 3 | Vanguard Small Cap Index | 1.92M (2.59%) | 5.24K Increased by +0.27% | Jan 31, 24 |
| 4 | iShares Russell 2000 ETF | 1.6M (2.16%) | 0 Increased by 0% | Jan 31, 24 |
| 5 | Vanguard Small Cap Value Index Inv | 1.31M (1.77%) | -5.47K Decreased by -0.42% | Jan 31, 24 |
| 6 | DFA US Small Cap Value I | 1.3M (1.76%) | 0 Increased by 0% | Dec 31, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 1.1M (1.49%) | 370 Increased by +0.03% | Jan 31, 24 |
| 8 | iShares S&P Small-Cap 600 Value ETF | 942.52K (1.27%) | -5.83K Decreased by -0.62% | Jan 31, 24 |
| 9 | JHancock Small Cap Core NAV | 930.6K (1.26%) | 7.6K Increased by +0.82% | Dec 31, 23 |
| 10 | Fidelity Small Cap Index | 740.1K (1%) | 14.49K Increased by +1.96% | Nov 30, 23 |
| 11 | Fidelity® Small Cap Index | 705.69K (0.95%) | 16.21K Increased by +2.3% | Sep 30, 23 |
| 12 | Westwood Mgt SmallCap Value | 693.15K (0.94%) | -52.56K Decreased by -7.58% | Dec 31, 23 |
| 13 | Westwood Quality SmallCap Fund Inst | 693.15K (0.94%) | -52.56K Decreased by -7.58% | Dec 31, 23 |
| 14 | iShares Russell 2000 Value ETF | 677.52K (0.92%) | 0 Increased by 0% | Jan 31, 24 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 641.44K (0.87%) | 414 Increased by +0.06% | Jan 31, 24 |
| 16 | DFA US Targeted Value I | 588.08K (0.8%) | 0 Increased by 0% | Dec 31, 23 |
| 17 | Vanguard Tax-Managed Small Cap Adm | 586.06K (0.79%) | 0 Increased by 0% | Jan 31, 24 |
| 18 | SPDR® S&P Regional Banking ETF | 570.07K (0.77%) | 0 Increased by 0% | Dec 31, 23 |
| 19 | Dimensional US Targeted Value ETF | 564.19K (0.76%) | 376 Increased by +0.07% | Jan 31, 24 |
| 20 | Franklin Small Cap Value A | 554.85K (0.75%) | 0 Increased by 0% | Dec 31, 23 |