Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Mariner Value Strategies, LLC 4.62M (10.65%) 327.89K
Increased by +7.09%
Dec 31, 23
2 BlackRock Inc 3.56M (8.19%) 170.05K
Increased by +4.78%
Dec 31, 23
3 Vanguard Group Inc 2.8M (6.45%) 38.47K
Increased by +1.37%
Dec 31, 23
4 Integrated Advisors Network LLC 1.12M (2.58%) -92K
Decreased by -8.21%
Dec 31, 23
5 Geode Capital Management, LLC 1.04M (2.39%) 46.8K
Increased by +4.51%
Dec 31, 23
6 State Street Corporation 962.86K (2.22%) 53.72K
Increased by +5.58%
Dec 31, 23
7 Dimensional Fund Advisors, Inc. 796.41K (1.83%) 212.02K
Increased by +26.62%
Dec 31, 23
8 Charles Schwab Investment Management Inc 658.04K (1.52%) 59.98K
Increased by +9.12%
Dec 31, 23
9 Ameriprise Financial Inc 641.57K (1.48%) 305.22K
Increased by +47.57%
Dec 31, 23
10 Goldman Sachs Group Inc 510.22K (1.18%) 209.48K
Increased by +41.06%
Dec 31, 23
11 Northern Trust Corp 422.95K (0.97%) 6.13K
Increased by +1.45%
Dec 31, 23
12 Lido Advisors, LLC 400.01K (0.92%) 15
Increased by +0%
Dec 31, 23
13 Buckingham Strategic Partners 391.63K (0.9%) 391.63K
Increased by +100%
Dec 31, 23
14 Stephens Inv Mgmt Group LLC 277.86K (0.64%) -214.6K
Decreased by -77.23%
Sep 30, 23
15 Raymond James & Associates 271.11K (0.62%) 29.56K
Increased by +10.9%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 234.06K (0.54%) 75.89K
Increased by +32.42%
Dec 31, 23
17 Cutler Investment Counsel, LLC 212.75K (0.49%) 0
Increased by 0%
Dec 31, 23
18 Federated Hermes Inc 168.55K (0.39%) 2.01K
Increased by +1.19%
Sep 30, 23
19 Bank of New York Mellon Corp 168.5K (0.39%) -230.85K
Decreased by -137%
Dec 31, 23
20 Nuveen Asset Management, LLC 166.4K (0.38%) 956
Increased by +0.57%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Nuance Mid Cap Value Separate Account 2.89M (6.66%) 436.41K
Increased by +15.1%
Dec 31, 23
2 Nuance Mid Cap Value Institutional 1.88M (4.33%) -32.91K
Decreased by -1.75%
Oct 31, 23
3 Vanguard Total Stock Mkt Idx Inv 1.35M (3.11%) 0
Increased by 0%
Jan 31, 24
4 iShares Russell 2000 ETF 1.14M (2.63%) -187
Decreased by -0.02%
Feb 29, 24
5 Nuance Concentrated Value 835K (1.92%) -106.41K
Decreased by -12.74%
Dec 31, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 642.24K (1.48%) 450
Increased by +0.07%
Jan 31, 24
7 Vanguard Consumer Staples ETF 490.34K (1.13%) 11.73K
Increased by +2.39%
Jan 31, 24
8 Fidelity Small Cap Index 484.76K (1.12%) 7.64K
Increased by +1.58%
Dec 31, 23
9 Fidelity® Small Cap Index 467.97K (1.08%) 15.96K
Increased by +3.41%
Oct 31, 23
10 Nuance Concentrated Value Institutional 447.98K (1.03%) -3.45K
Decreased by -0.77%
Oct 31, 23
11 Columbia Small Cap Value I A 419.98K (0.97%) 2.9K
Increased by +0.69%
Jan 31, 24
12 Columbia Small Cap Value I 417.07K (0.96%) 4.8K
Increased by +1.15%
Dec 31, 23
13 iShares Russell 2000 Value ETF 374.92K (0.86%) 474
Increased by +0.13%
Feb 1, 24
14 Stephens Small Cap Growth 277.86K (0.64%) -214.6K
Decreased by -77.23%
Sep 30, 23
15 Nuance Concentrated Value L-S Invt 264.42K (0.61%) -3.5K
Decreased by -1.32%
Oct 31, 23
16 Schwab Fundamental US Small Company ETF 259.34K (0.6%) 90
Increased by +0.03%
Feb 29, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 256.74K (0.59%) 0
Increased by 0%
Jan 31, 24
18 Fidelity Extended Market Index 234.62K (0.54%) 0
Increased by 0%
Jan 31, 24
19 Fidelity® Extended Market Index 228.78K (0.53%) 0
Increased by 0%
Nov 30, 23
20 JNL Multi-Manager Mid Cap A 217.25K (0.5%) 23.6K
Increased by +10.86%
Dec 31, 23