| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 10.72M (15.79%) | 24.77K Increased by +0.23% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 8.13M (11.97%) | -44.92K Decreased by -0.55% | Sep 30, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 4.22M (6.21%) | 23.81K Increased by +0.56% | Sep 30, 24 |
| 4 | State Street Corp | 3.63M (5.34%) | -64.97K Decreased by -1.79% | Sep 30, 24 |
| 5 | State Street Corporation | 3.40M (5.01%) | -283.57K Decreased by -8.33% | Mar 31, 24 |
| 6 | Charles Schwab Investment Management Inc | 2.76M (4.06%) | 87.85K Increased by +3.18% | Sep 30, 24 |
| 7 | Geode Capital Management, LLC | 1.71M (2.52%) | 20.84K Increased by +1.22% | Sep 30, 24 |
| 8 | Principal Financial Group Inc | 1.49M (2.19%) | -50.89K Decreased by -3.42% | Dec 31, 23 |
| 9 | Amvescap Plc. | 1.43M (2.11%) | 89.22K Increased by +6.22% | Sep 30, 24 |
| 10 | American Century Companies Inc | 1.40M (2.06%) | 135.56K Increased by +9.69% | Sep 30, 24 |
| 11 | T. Rowe Price Investment Management,Inc. | 1.26M (1.86%) | -28.95K Decreased by -2.29% | Sep 30, 24 |
| 12 | Massachusetts Financial Services Company | 1.08M (1.60%) | -30.05K Decreased by -2.77% | Sep 30, 24 |
| 13 | Northern Trust Corp | 935.72K (1.38%) | -17.53K Decreased by -1.87% | Sep 30, 24 |
| 14 | First Trust Advisors L.P. | 861.36K (1.27%) | 133.85K Increased by +15.54% | Dec 31, 23 |
| 15 | LSV Asset Management | 846.39K (1.25%) | -90.70K Decreased by -10.72% | Sep 30, 24 |
| 16 | Morgan Stanley - Brokerage Accounts | 818.88K (1.21%) | -712.66K Decreased by -87.03% | Sep 30, 24 |
| 17 | Bank of New York Mellon Corp | 788.79K (1.16%) | -68.97K Decreased by -8.74% | Sep 30, 24 |
| 18 | Ameriprise Financial Inc | 755.43K (1.11%) | -84.98K Decreased by -11.25% | Dec 31, 23 |
| 19 | Nuveen Asset Management, LLC | 732.91K (1.08%) | -149.49K Decreased by -20.40% | Sep 30, 24 |
| 20 | GW&K Investment Management, LLC | 722.93K (1.06%) | -33.16K Decreased by -4.59% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 4.58M (6.74%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.08M (3.06%) | -95.43K Decreased by -4.60% | Dec 31, 24 |
| 3 | Schwab US Dividend Equity ETF™ | 1.83M (2.70%) | 1.94K Increased by +0.11% | Dec 31, 24 |
| 4 | Vanguard Small Cap Index | 1.72M (2.54%) | -6.15K Decreased by -0.36% | Dec 31, 24 |
| 5 | iShares Russell 2000 ETF | 1.57M (2.32%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 6 | Avantis US Small Cap Value ETF | 1.30M (1.91%) | 512.00 Increased by +0.04% | Dec 31, 24 |
| 7 | Vanguard Small Cap Value Index Inv | 1.14M (1.68%) | -26.83K Decreased by -2.35% | Dec 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 1.06M (1.57%) | -14.80K Decreased by -1.39% | Dec 31, 24 |
| 9 | DFA US Small Cap Value I | 934.99K (1.38%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 10 | MFS New Discovery Value I | 746.91K (1.10%) | -4.90K Decreased by -0.66% | Nov 30, 24 |
| 11 | Fidelity Small Cap Index | 711.36K (1.05%) | 2.34K Increased by +0.33% | Oct 31, 24 |
| 12 | T. Rowe Price Small-Cap Value | 702.72K (1.04%) | -377.00 Decreased by -0.05% | Nov 30, 24 |
| 13 | Fidelity® Small Cap Index | 653.10K (0.96%) | 14.16K Increased by +2.17% | Sep 30, 23 |
| 14 | First Trust SMID Cp Rising Div Achv ETF | 651.40K (0.96%) | 5.52K Increased by +0.85% | Jan 31, 24 |
| 15 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 648.49K (0.96%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 644.12K (0.95%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | iShares Russell 2000 Value ETF | 617.46K (0.91%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | Invesco Main Street Small Cap R6 | 568.33K (0.84%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 19 | Invesco Small Cap Core | 568.33K (0.84%) | 16.04K Increased by +2.82% | Sep 30, 24 |
| 20 | Vanguard Tax-Managed Small Cap Adm | 520.20K (0.77%) | 0.00 Increased by 0.00% | Dec 31, 24 |