| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Kohlberg Kravis Roberts & Co LP | 50.63M (126.15%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 2 | BlackRock Inc | 4.81M (11.99%) | 168.37K Increased by +3.50% | Dec 31, 23 |
| 3 | Vanguard Group Inc | 3.85M (9.58%) | -170.27K Decreased by -4.43% | Dec 31, 23 |
| 4 | Cooke & Bieler LP | 2.98M (7.42%) | -25.83K Decreased by -0.87% | Dec 31, 23 |
| 5 | Macquarie Group Ltd | 2.69M (6.70%) | -595.47K Decreased by -22.15% | Dec 31, 23 |
| 6 | Dimensional Fund Advisors, Inc. | 1.90M (4.74%) | 265.66K Increased by +13.97% | Dec 31, 23 |
| 7 | Wellington Management Company LLP | 1.54M (3.84%) | -1.49M Decreased by -96.60% | Dec 31, 23 |
| 8 | Punch & Associates Inv Mgmt Inc | 1.31M (3.27%) | -152.09K Decreased by -11.59% | Dec 31, 23 |
| 9 | Charles Schwab Investment Management Inc | 1.11M (2.76%) | 63.91K Increased by +5.76% | Dec 31, 23 |
| 10 | State Street Corporation | 905.89K (2.26%) | 23.28K Increased by +2.57% | Dec 31, 23 |
| 11 | Geode Capital Management, LLC | 849.97K (2.12%) | 34.54K Increased by +4.06% | Dec 31, 23 |
| 12 | Bridgeway Capital Management, LLC | 811.12K (2.02%) | 238.82K Increased by +29.44% | Dec 31, 23 |
| 13 | Smith Graham & Co Inv Adv, L.P.** | 804.28K (2.00%) | 75.20K Increased by +9.35% | Dec 31, 23 |
| 14 | Goldman Sachs Group Inc | 712.79K (1.78%) | 312.67K Increased by +43.87% | Dec 31, 23 |
| 15 | AQR Capital Management LLC | 686.82K (1.71%) | -12.37K Decreased by -1.80% | Dec 31, 23 |
| 16 | Peregrine Capital Management,LLC | 599.02K (1.49%) | -36.09K Decreased by -6.02% | Mar 31, 24 |
| 17 | Federated Hermes Inc | 523.46K (1.30%) | -7.33K Decreased by -1.40% | Sep 30, 23 |
| 18 | Arrowstreet Capital Limited Partnership | 481.50K (1.20%) | 227.34K Increased by +47.22% | Dec 31, 23 |
| 19 | Two Sigma Advisers, LLC | 459.30K (1.14%) | 165.70K Increased by +36.08% | Dec 31, 23 |
| 20 | Two Sigma Investments LLC | 448.64K (1.12%) | 209.84K Increased by +46.77% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Macquarie US Small Cap Core Equity | 2.18M (5.44%) | -502.80K Decreased by -23.02% | Dec 31, 23 |
| 2 | Delaware Small Cap Core I | 2.16M (5.38%) | 606.00 Increased by +0.03% | Feb 29, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 1.18M (2.93%) | 1.81K Increased by +0.15% | Mar 31, 24 |
| 4 | Franklin Emerging Mkt Dbt Opp (USD) Comp | 1.15M (2.87%) | 1.15M Increased by +100.00% | Sep 30, 23 |
| 5 | Vanguard Small Cap Index | 1.08M (2.69%) | 116.17K Increased by +10.74% | Mar 31, 24 |
| 6 | iShares Russell 2000 ETF | 1.03M (2.57%) | 498.00 Increased by +0.05% | Mar 28, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 727.57K (1.81%) | 68.13K Increased by +9.36% | Mar 31, 24 |
| 8 | DFA US Small Cap Value I | 610.36K (1.52%) | 64.06K Increased by +10.49% | Feb 29, 24 |
| 9 | Schwab Fundamental US Small Company ETF | 603.90K (1.50%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 593.08K (1.48%) | 9.88K Increased by +1.67% | Mar 31, 24 |
| 11 | JNL Multi-Manager Small Cap Value I | 488.57K (1.22%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 12 | JHancock Small Cap Value NAV | 473.80K (1.18%) | -52.61K Decreased by -11.10% | Nov 30, 23 |
| 13 | BlackRock Advantage Small Cap Core Instl | 458.90K (1.14%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 14 | Bridgeway Omni Small-Cap Value | 454.50K (1.13%) | 82.00K Increased by +18.04% | Dec 31, 23 |
| 15 | Bridgeway Omni Small-Cap Value N | 454.50K (1.13%) | 82.00K Increased by +18.04% | Dec 31, 23 |
| 16 | CREF Stock R1 | 435.35K (1.08%) | 60.04K Increased by +13.79% | Feb 29, 24 |
| 17 | Fidelity Small Cap Index | 416.15K (1.04%) | 5.85K Increased by +1.41% | Jan 31, 24 |
| 18 | Fidelity® Small Cap Index | 398.17K (0.99%) | 9.51K Increased by +2.39% | Oct 31, 23 |
| 19 | iShares Russell 2000 Value ETF | 388.81K (0.97%) | -247.00 Decreased by -0.06% | Mar 28, 24 |
| 20 | JHVIT Small Cap Value NAV | 386.21K (0.96%) | -42.69K Decreased by -11.05% | Nov 30, 23 |