| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.16M (15.01%) | 20.80K Increased by +0.96% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 1.75M (12.19%) | 7.94K Increased by +0.45% | Sep 30, 24 |
| 3 | State Street Corporation | 690.68K (4.81%) | 7.99K Increased by +1.16% | Mar 31, 24 |
| 4 | State Street Corp | 659.31K (4.59%) | -12.93K Decreased by -1.96% | Sep 30, 24 |
| 5 | Westwood Holdings Group Inc | 549.91K (3.83%) | -60.88K Decreased by -11.07% | Sep 30, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 538.60K (3.75%) | -12.38K Decreased by -2.30% | Sep 30, 24 |
| 7 | Charles Schwab Investment Management Inc | 528.53K (3.68%) | 15.91K Increased by +3.01% | Sep 30, 24 |
| 8 | Macquarie Group Ltd | 517.76K (3.60%) | -12.00K Decreased by -2.32% | Sep 30, 24 |
| 9 | Geode Capital Management, LLC | 355.94K (2.48%) | 1.06K Increased by +0.30% | Sep 30, 24 |
| 10 | City Holding Co | 263.26K (1.83%) | -2.34K Decreased by -0.89% | Sep 30, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 214.79K (1.49%) | -174.32K Decreased by -81.16% | Sep 30, 24 |
| 12 | JPMorgan Chase & Co | 211.19K (1.47%) | -11.37K Decreased by -5.38% | Sep 30, 24 |
| 13 | Northern Trust Corp | 175.02K (1.22%) | -79.08K Decreased by -45.19% | Sep 30, 24 |
| 14 | Bank of New York Mellon Corp | 145.82K (1.01%) | -14.36K Decreased by -9.85% | Sep 30, 24 |
| 15 | Barr E S & Co | 138.88K (0.97%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | Goldman Sachs Group Inc | 116.20K (0.81%) | 55.15K Increased by +47.46% | Sep 30, 24 |
| 17 | Axxcess Wealth Management, LLC | 108.53K (0.76%) | -183.00 Decreased by -0.17% | Sep 30, 24 |
| 18 | American Century Companies Inc | 89.34K (0.62%) | 1.35K Increased by +1.51% | Sep 30, 24 |
| 19 | Robeco Institutional Asset Management BV | 87.50K (0.61%) | -5.05K Decreased by -5.77% | Sep 30, 24 |
| 20 | Bank of America Corp | 85.53K (0.60%) | 595.00 Increased by +0.70% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 947.52K (6.59%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | Delaware US Small Cap Core Equity (SMA) | 438.49K (3.05%) | -5.13K Decreased by -1.17% | Mar 31, 24 |
| 3 | Macquarie US Small Cap Core Equity | 438.49K (3.05%) | -5.13K Decreased by -1.17% | Mar 31, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 434.23K (3.02%) | 794.00 Increased by +0.18% | Dec 31, 24 |
| 5 | Delaware Small Cap Core I | 424.46K (2.95%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 6 | Macquarie Small Cap Core I | 424.46K (2.95%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 7 | iShares Russell 2000 ETF | 386.67K (2.69%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | Schwab US Dividend Equity ETF™ | 373.11K (2.60%) | 357.00 Increased by +0.10% | Dec 31, 24 |
| 9 | Vanguard Small Cap Index | 355.64K (2.48%) | 2.71K Increased by +0.76% | Dec 31, 24 |
| 10 | Vanguard Small Cap Value Index Inv | 236.11K (1.64%) | -1.67K Decreased by -0.71% | Dec 31, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 220.95K (1.54%) | -2.33K Decreased by -1.05% | Dec 31, 24 |
| 12 | Westwood Mgt SmallCap Value | 180.50K (1.26%) | -20.07K Decreased by -11.12% | Dec 31, 24 |
| 13 | Westwood Quality SmallCap Fund Inst | 180.50K (1.26%) | -20.07K Decreased by -11.12% | Dec 31, 24 |
| 14 | Fidelity Small Cap Index | 149.39K (1.04%) | 990.00 Increased by +0.66% | Oct 31, 24 |
| 15 | Fidelity® Small Cap Index | 143.54K (1.00%) | 4.26K Increased by +2.97% | Oct 31, 23 |
| 16 | iShares S&P Small-Cap 600 Growth ETF | 137.22K (0.96%) | -535.00 Decreased by -0.39% | Dec 31, 24 |
| 17 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 134.37K (0.94%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 130.81K (0.91%) | 135.00 Increased by +0.10% | Mar 28, 24 |
| 19 | iShares Russell 2000 Value ETF | 127.20K (0.89%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 20 | DFA US Micro Cap I | 117.00K (0.81%) | 0.00 Increased by 0.00% | Nov 30, 24 |