| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.99M (16.30%) | 723.00 Increased by +0.01% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 3.53M (11.52%) | 43.87K Increased by +1.24% | Sep 30, 24 |
| 3 | Earnest Partners LLC | 2.78M (9.09%) | -34.31K Decreased by -1.23% | Sep 30, 24 |
| 4 | Capital Research Global Investors | 1.54M (5.04%) | -164.90K Decreased by -10.68% | Sep 30, 24 |
| 5 | Bank of America Corp | 1.37M (4.47%) | 46.72K Increased by +3.41% | Sep 30, 24 |
| 6 | Champlain Investment Partners, LLC | 1.37M (4.46%) | 81.97K Increased by +5.99% | Sep 30, 24 |
| 7 | State Street Corp | 1.31M (4.27%) | 54.90K Increased by +4.20% | Sep 30, 24 |
| 8 | State Street Corporation | 1.22M (3.96%) | 28.02K Increased by +2.31% | Mar 31, 24 |
| 9 | Macquarie Group Ltd | 935.60K (3.05%) | 41.24K Increased by +4.41% | Sep 30, 24 |
| 10 | Westwood Holdings Group Inc | 882.11K (2.88%) | 33.44K Increased by +3.79% | Sep 30, 24 |
| 11 | SEI Investments Co | 870.72K (2.84%) | -17.33K Decreased by -1.99% | Sep 30, 24 |
| 12 | JPMorgan Chase & Co | 849.49K (2.77%) | 221.90K Increased by +26.12% | Sep 30, 24 |
| 13 | Loomis, Sayles & Company LP | 811.60K (2.65%) | 22.46K Increased by +2.77% | Dec 31, 23 |
| 14 | Ameriprise Financial Inc | 763.13K (2.49%) | -195.55K Decreased by -25.62% | Mar 31, 24 |
| 15 | Goldman Sachs Group Inc | 742.28K (2.42%) | 385.47K Increased by +51.93% | Dec 31, 23 |
| 16 | Dimensional Fund Advisors, Inc. | 718.29K (2.34%) | -12.09K Decreased by -1.68% | Sep 30, 24 |
| 17 | Geode Capital Management, LLC | 693.40K (2.26%) | 8.27K Increased by +1.19% | Sep 30, 24 |
| 18 | Cooke & Bieler LP | 668.80K (2.18%) | 40.18K Increased by +6.01% | Sep 30, 24 |
| 19 | Principal Financial Group Inc | 620.72K (2.03%) | 25.05K Increased by +4.04% | Sep 30, 24 |
| 20 | Deerfield Management Co | 614.89K (2.01%) | -16.37K Decreased by -2.66% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.98M (6.47%) | 0.00 Increased by 0.00% | Jan 29, 25 |
| 2 | American Funds SMALLCAP World A | 1.41M (4.61%) | 101.09K Increased by +7.16% | Dec 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 972.94K (3.17%) | 1.33K Increased by +0.14% | Dec 31, 24 |
| 4 | Champlain Small Company Fund, LLC | 905.66K (2.96%) | -33.65K Decreased by -3.72% | Dec 31, 24 |
| 5 | iShares Russell 2000 ETF | 842.95K (2.75%) | -128.00 Decreased by -0.02% | Jan 29, 25 |
| 6 | EARNEST Partners Smid Cap Core Founders | 823.78K (2.69%) | 37.98K Increased by +4.61% | Dec 31, 24 |
| 7 | Vanguard Small Cap Index | 786.60K (2.57%) | 9.80K Increased by +1.25% | Dec 31, 24 |
| 8 | Undiscovered Managers Behavioral Val L | 751.54K (2.45%) | 635.74K Increased by +84.59% | Dec 31, 24 |
| 9 | Delaware Small Cap Core I | 735.84K (2.40%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 10 | Macquarie Small Cap Core I | 735.84K (2.40%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 11 | Delaware US Small Cap Core Equity (SMA) | 661.21K (2.16%) | 77.42K Increased by +11.71% | Mar 31, 24 |
| 12 | Macquarie US Small Cap Core Equity | 661.21K (2.16%) | 77.42K Increased by +11.71% | Mar 31, 24 |
| 13 | Vanguard Explorer Inv | 539.12K (1.76%) | 67.50K Increased by +12.52% | Dec 31, 24 |
| 14 | EARNEST Small Cap Value | 537.61K (1.75%) | 536.79K Increased by +99.85% | Dec 31, 23 |
| 15 | Champlain Small Company Adv | 505.00K (1.65%) | -15.00K Decreased by -2.97% | Sep 30, 24 |
| 16 | Vanguard Institutional Extnd Mkt Idx Tr | 464.35K (1.52%) | -1.02K Decreased by -0.22% | Dec 31, 24 |
| 17 | EARNEST Small/Mid Cap Value | 456.81K (1.49%) | 456.06K Increased by +99.84% | Dec 31, 23 |
| 18 | Vanguard Small Cap Growth Index Inv | 447.37K (1.46%) | 20.17K Increased by +4.51% | Dec 31, 24 |
| 19 | Harbor Small Cap Value Instl | 428.06K (1.40%) | -6.56K Decreased by -1.53% | Dec 31, 24 |
| 20 | Old Westbury Small & Mid Cap Strategies | 380.00K (1.24%) | 15.00K Increased by +3.95% | Oct 31, 24 |