| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.55M (16.49%) | -273.80K Decreased by -3.62% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 5.35M (11.68%) | -256.41K Decreased by -4.79% | Sep 30, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 3.53M (7.71%) | -55.51K Decreased by -1.57% | Sep 30, 24 |
| 4 | Macquarie Group Ltd | 2.65M (5.79%) | -24.52K Decreased by -0.92% | Sep 30, 23 |
| 5 | Irenic Capital Management LP | 2.57M (5.61%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 6 | State Street Corporation | 2.06M (4.51%) | 14.07K Increased by +0.68% | Mar 31, 24 |
| 7 | State Street Corp | 1.99M (4.35%) | -71.78K Decreased by -3.60% | Jun 30, 24 |
| 8 | Bank of America Corp | 1.61M (3.51%) | 30.61K Increased by +1.90% | Jun 30, 24 |
| 9 | FMR Inc | 1.43M (3.11%) | -450.05K Decreased by -31.56% | Sep 30, 24 |
| 10 | Morgan Stanley - Brokerage Accounts | 1.35M (2.95%) | -81.64K Decreased by -6.03% | Jun 30, 24 |
| 11 | DePrince Race & Zollo Inc | 1.18M (2.59%) | -528.00 Decreased by -0.04% | Jun 30, 24 |
| 12 | Geode Capital Management, LLC | 1.10M (2.41%) | 5.43K Increased by +0.49% | Jun 30, 24 |
| 13 | Aristotle Capital Boston, LLC | 973.34K (2.12%) | -70.53K Decreased by -7.25% | Jun 30, 24 |
| 14 | Kennedy Capital Management Inc | 909.51K (1.99%) | 155.88K Increased by +17.14% | Jun 30, 24 |
| 15 | Charles Schwab Investment Management Inc | 820.92K (1.79%) | -22.57K Decreased by -2.75% | Sep 30, 24 |
| 16 | Champlain Investment Partners, LLC | 813.33K (1.78%) | -259.99K Decreased by -31.97% | Mar 31, 24 |
| 17 | Westwood Holdings Group Inc | 786.68K (1.72%) | 786.68K Increased by +100.00% | Jun 30, 24 |
| 18 | Palisade Capital Management LLc | 677.45K (1.48%) | -40.94K Decreased by -6.04% | Sep 30, 24 |
| 19 | Goldman Sachs Group Inc | 665.99K (1.45%) | 455.14K Increased by +68.34% | Jun 30, 24 |
| 20 | Geneva Capital Management | 642.27K (1.40%) | -19.74K Decreased by -3.07% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.91M (6.36%) | 2.81K Increased by +0.10% | Oct 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.50M (3.28%) | -8.38K Decreased by -0.56% | Oct 31, 24 |
| 3 | iShares Russell 2000 ETF | 1.19M (2.60%) | -2.67K Decreased by -0.22% | Oct 31, 24 |
| 4 | Vanguard Small Cap Index | 1.14M (2.50%) | 2.25K Increased by +0.20% | Oct 31, 24 |
| 5 | Fidelity® Value | 1.09M (2.37%) | 146.00K Increased by +13.45% | Nov 30, 23 |
| 6 | DFA US Small Cap Value I | 982.22K (2.14%) | -21.23K Decreased by -2.16% | Sep 30, 24 |
| 7 | Thrivent Small Cap Stock A | 870.78K (1.90%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 8 | Vanguard Small Cap Value Index Inv | 774.14K (1.69%) | -268.00 Decreased by -0.03% | Oct 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 684.41K (1.49%) | -100.57K Decreased by -14.69% | Sep 30, 24 |
| 10 | Fidelity Value | 666.90K (1.46%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 11 | Champlain Small Company Fund, LLC | 608.50K (1.33%) | -800.00 Decreased by -0.13% | Apr 30, 24 |
| 12 | Fidelity Small Cap Index | 475.25K (1.04%) | -11.59K Decreased by -2.44% | Aug 31, 24 |
| 13 | Fidelity® Small Cap Index | 469.66K (1.03%) | 11.69K Increased by +2.49% | Oct 31, 23 |
| 14 | iShares S&P Small-Cap 600 Value ETF | 469.19K (1.02%) | 410.00 Increased by +0.09% | Oct 31, 24 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 448.79K (0.98%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | DFA US Targeted Value I | 446.95K (0.98%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | iShares Russell 2000 Value ETF | 440.31K (0.96%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 18 | Fidelity Global Small Cap Opps B | 435.20K (0.95%) | 9.80K Increased by +2.25% | Jun 30, 24 |
| 19 | American Beacon Small Cp Val R5 | 434.44K (0.95%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 404.92K (0.88%) | 3.04K Increased by +0.75% | Oct 31, 24 |