| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.03M (15.36%) | -519.93K Decreased by -7.39% | Sep 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% | Sep 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 (4.34%) | -5.39K Decreased by -0.27% | Sep 30, 24 |
| 8 | Bank of America Corp | 1.74M (3.79%) | 129.37K Increased by +7.45% | Sep 30, 24 |
| 9 | DePrince Race & Zollo Inc | 1.45M (3.15%) | 260.56K Increased by +18.03% | Sep 30, 24 |
| 10 | FMR Inc | 1.43M (3.11%) | -450.05K Decreased by -31.56% | Sep 30, 24 |
| 11 | Geode Capital Management, LLC | 1.07M (2.33%) | -36.63K Decreased by -3.44% | Sep 30, 24 |
| 12 | Aristotle Capital Boston, LLC | 945.22K (2.06%) | -28.12K Decreased by -2.97% | Sep 30, 24 |
| 13 | Westwood Holdings Group Inc | 913.98K (2.00%) | 127.30K Increased by +13.93% | Sep 30, 24 |
| 14 | Kennedy Capital Management Inc | 832.45K (1.82%) | -77.06K Decreased by -9.26% | Sep 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 | Morgan Stanley - Brokerage Accounts | 770.10K (1.68%) | -583.01K Decreased by -75.71% | Sep 30, 24 |
| 18 | Palisade Capital Management LLc | 677.45K (1.48%) | -40.94K Decreased by -6.04% | Sep 30, 24 |
| 19 | Geneva Capital Management | 642.27K (1.40%) | -19.74K Decreased by -3.07% | Dec 31, 23 |
| 20 | Brown Advisory Holdings Inc | 637.06K (1.39%) | -24.84K Decreased by -3.90% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.95M (6.45%) | 1.43K Increased by +0.05% | Dec 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.45M (3.16%) | 1.56K Increased by +0.11% | Dec 31, 24 |
| 3 | iShares Russell 2000 ETF | 1.24M (2.71%) | -4.78K Decreased by -0.38% | Dec 31, 24 |
| 4 | Vanguard Small Cap Index | 1.17M (2.55%) | 17.67K Increased by +1.51% | Dec 31, 24 |
| 5 | Fidelity® Value | 1.09M (2.37%) | 146.00K Increased by +13.45% | Nov 30, 23 |
| 6 | Thrivent Small Cap Stock A | 870.78K (1.90%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 7 | DFA US Small Cap Value I | 795.16K (1.74%) | -187.06K Decreased by -23.52% | Nov 30, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 775.61K (1.69%) | -2.35K Decreased by -0.30% | Dec 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 698.98K (1.53%) | 13.80K Increased by +1.97% | Dec 31, 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 Global Small Cap Opps F | 480.64K (1.05%) | 36.00K Increased by +7.49% | Sep 30, 24 |
| 13 | Fidelity Small Cap Index | 474.07K (1.03%) | 2.03K Increased by +0.43% | Oct 31, 24 |
| 14 | Fidelity® Small Cap Index | 469.66K (1.03%) | 11.69K Increased by +2.49% | Oct 31, 23 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 466.69K (1.02%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 448.79K (0.98%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | iShares Russell 2000 Value ETF | 436.21K (0.95%) | -12.22K Decreased by -2.80% | Dec 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 | iShares S&P Small-Cap 600 Growth ETF | 428.06K (0.93%) | -1.50K Decreased by -0.35% | Dec 31, 24 |