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 |
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 |