| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 5.81M (11.77%) | 27.11K Increased by +0.47% | Sep 30, 24 |
| 2 | BlackRock Inc | 4.83M (9.78%) | -9.28K Decreased by -0.19% | Jun 30, 24 |
| 3 | Turtle Creek Asset Management Inc. | 4.58M (9.28%) | -97.89K Decreased by -2.14% | Sep 30, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 3.19M (6.45%) | 14.39K Increased by +0.45% | Sep 30, 24 |
| 5 | Wellington Management Company LLP | 2.97M (6.02%) | -152.09K Decreased by -5.12% | Jun 30, 24 |
| 6 | State Street Corp | 1.99M (4.04%) | 7.61K Increased by +0.38% | Jun 30, 24 |
| 7 | State Street Corporation | 1.99M (4.02%) | 38.54K Increased by +1.94% | Mar 31, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 1.67M (3.38%) | -21.03K Decreased by -1.26% | Jun 30, 24 |
| 9 | HSBC Holdings PLC | 1.48M (2.99%) | -188.05K Decreased by -12.74% | Jun 30, 24 |
| 10 | Millennium Management LLC | 1.46M (2.96%) | 411.47K Increased by +28.10% | Jun 30, 24 |
| 11 | Goldman Sachs Group Inc | 1.46M (2.95%) | 674.01K Increased by +46.26% | Dec 31, 23 |
| 12 | Lyrical Asset Management LP | 1.43M (2.90%) | -65.54K Decreased by -4.58% | Dec 31, 23 |
| 13 | American Century Companies Inc | 1.29M (2.62%) | 132.61K Increased by +10.25% | Sep 30, 24 |
| 14 | Victory Capital Management Inc. | 1.25M (2.53%) | 71.78K Increased by +5.74% | Jun 30, 24 |
| 15 | Franklin Resources Inc | 1.16M (2.35%) | 406.04K Increased by +35.05% | Jun 30, 24 |
| 16 | Geode Capital Management, LLC | 1.14M (2.31%) | 46.81K Increased by +4.10% | Jun 30, 24 |
| 17 | UBS Asset Mgmt Americas Inc | 958.66K (1.94%) | 36.12K Increased by +3.77% | Jun 30, 24 |
| 18 | Pzena Investment Management, LLC | 880.83K (1.78%) | 243.42K Increased by +27.64% | Sep 30, 24 |
| 19 | Macquarie Group Ltd | 879.85K (1.78%) | -31.68K Decreased by -3.60% | Jun 30, 24 |
| 20 | Bank of New York Mellon Corp | 866.18K (1.75%) | -88.91K Decreased by -10.26% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.15M (6.38%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.53M (3.10%) | -7.13K Decreased by -0.47% | Oct 31, 24 |
| 3 | Vanguard Small Cap Index | 1.24M (2.52%) | 2.45K Increased by +0.20% | Oct 31, 24 |
| 4 | Avantis US Small Cap Value ETF | 1.09M (2.21%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 5 | Vanguard Small Cap Value Index Inv | 841.76K (1.70%) | -292.00 Decreased by -0.03% | Oct 31, 24 |
| 6 | DFA US Small Cap Value I | 793.07K (1.61%) | 48.33K Increased by +6.09% | Sep 30, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 734.29K (1.49%) | -25.49K Decreased by -3.47% | Sep 30, 24 |
| 8 | iShares Russell 2000 ETF | 642.74K (1.30%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 9 | Delaware Small Cap Value A | 598.20K (1.21%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | Franklin Small Cap Value A | 554.41K (1.12%) | -79.07K Decreased by -14.26% | Sep 30, 24 |
| 11 | Franklin US Small Cap Value Equity | 554.41K (1.12%) | -161.68K Decreased by -29.16% | Sep 30, 24 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 515.05K (1.04%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | Fidelity Small Cap Index | 509.93K (1.03%) | -11.86K Decreased by -2.33% | Aug 31, 24 |
| 14 | Fidelity® Small Cap Index | 487.03K (0.99%) | 12.66K Increased by +2.60% | Oct 31, 23 |
| 15 | Franklin Small Cap Value SMA Composite | 452.25K (0.92%) | 391.07K Increased by +86.47% | Mar 31, 24 |
| 16 | Lyrical U.S. Value Equity – EQ | 445.66K (0.90%) | -14.62K Decreased by -3.28% | Dec 31, 23 |
| 17 | DFA US Targeted Value I | 442.43K (0.90%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 440.27K (0.89%) | 3.32K Increased by +0.75% | Oct 31, 24 |
| 19 | SPDR® Portfolio S&P 600 Sm Cap ETF | 436.93K (0.88%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | Lyrical U.S. Value Equity - CS | 404.08K (0.82%) | 11.50K Increased by +2.85% | Dec 31, 23 |