| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morgan Stanley - Brokerage Accounts | 4.24M (12.85%) | -110.87K Decreased by -2.61% | Dec 31, 23 |
| 2 | Vanguard Group Inc | 3.15M (9.54%) | 7.01K Increased by +0.22% | Dec 31, 23 |
| 3 | BlackRock Inc | 2.92M (8.83%) | -108.73K Decreased by -3.73% | Dec 31, 23 |
| 4 | Victory Capital Management Inc. | 1.44M (4.36%) | -178.75K Decreased by -12.43% | Dec 31, 23 |
| 5 | Fuller & Thaler Asset Management Inc | 1.42M (4.30%) | -50.03K Decreased by -3.52% | Dec 31, 23 |
| 6 | BTIM Corp | 1.29M (3.91%) | -3.29K Decreased by -0.25% | Mar 31, 24 |
| 7 | Dimensional Fund Advisors, Inc. | 1.13M (3.42%) | 104.10K Increased by +9.23% | Dec 31, 23 |
| 8 | State Street Corporation | 1.03M (3.12%) | 23.83K Increased by +2.31% | Dec 31, 23 |
| 9 | JPMorgan Chase & Co | 935.71K (2.83%) | -124.52K Decreased by -13.31% | Dec 31, 23 |
| 10 | Thrivent Financial For Lutherans | 860.79K (2.61%) | 71.82K Increased by +8.34% | Dec 31, 23 |
| 11 | Badgley Phelps Wealth Managers, LLC | 804.77K (2.44%) | 804.77K Increased by +100.00% | Dec 31, 23 |
| 12 | Macquarie Group Ltd | 794.63K (2.41%) | -45.88K Decreased by -5.77% | Dec 31, 23 |
| 13 | Loomis, Sayles & Company LP | 611.53K (1.85%) | -12.51K Decreased by -2.05% | Dec 31, 23 |
| 14 | Geode Capital Management, LLC | 585.14K (1.77%) | 9.53K Increased by +1.63% | Dec 31, 23 |
| 15 | Charles Schwab Investment Management Inc | 515.74K (1.56%) | 18.00K Increased by +3.49% | Dec 31, 23 |
| 16 | First Trust Advisors L.P. | 476.61K (1.44%) | 105.19K Increased by +22.07% | Dec 31, 23 |
| 17 | Amvescap Plc. | 454.13K (1.38%) | -21.81K Decreased by -4.80% | Dec 31, 23 |
| 18 | Bank of New York Mellon Corp | 420.47K (1.27%) | 11.63K Increased by +2.77% | Dec 31, 23 |
| 19 | Bank of America Corp | 362.32K (1.10%) | -11.64K Decreased by -3.21% | Dec 31, 23 |
| 20 | Northern Trust Corp | 331.69K (1.00%) | -8.08K Decreased by -2.44% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 2.79M (8.46%) | 335.30K Increased by +12.01% | Feb 29, 24 |
| 2 | Fuller & Thaler Behavrl Small-Cap Value | 1.27M (3.86%) | 54.73K Increased by +4.29% | Sep 30, 23 |
| 3 | iShares Core S&P Mid-Cap ETF | 1.07M (3.25%) | 0.00 Increased by 0.00% | Mar 28, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.05M (3.17%) | 3.54K Increased by +0.34% | Mar 31, 24 |
| 5 | Victory Small Cap Value CIT (Net 75) | 1.03M (3.12%) | -20.00K Decreased by -1.94% | Mar 31, 24 |
| 6 | Victory Sycamore Small Company Opp R | 1.03M (3.12%) | -20.00K Decreased by -1.94% | Mar 31, 24 |
| 7 | Pacer US Cash Cows 100 ETF | 1.02M (3.09%) | 1.83K Increased by +0.18% | Mar 28, 24 |
| 8 | FullerThaler Behavioral Small-Cap Value | 947.92K (2.87%) | -280.48K Decreased by -29.59% | Feb 29, 24 |
| 9 | Undiscovered Managers Behavioral Val L | 894.44K (2.71%) | -274.12K Decreased by -30.65% | Feb 29, 24 |
| 10 | Vanguard Small Cap Index | 849.07K (2.57%) | -8.75K Decreased by -1.03% | Mar 31, 24 |
| 11 | JPM US Value Advantage-MA | 592.80K (1.80%) | 576.04K Increased by +97.17% | Sep 30, 23 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 516.49K (1.56%) | 6.24K Increased by +1.21% | Mar 31, 24 |
| 13 | Vanguard Small Cap Growth Index Inv | 480.49K (1.46%) | 450.00 Increased by +0.09% | Mar 31, 24 |
| 14 | Thrivent Small Cap Stock A | 452.30K (1.37%) | 7.96K Increased by +1.76% | Jan 31, 24 |
| 15 | Delaware Small Cap Value A | 437.50K (1.33%) | -19.83K Decreased by -4.53% | Feb 29, 24 |
| 16 | First Trust SMID Cp Rising Div Achv ETF | 353.58K (1.07%) | 3.00K Increased by +0.85% | Jan 31, 24 |
| 17 | Invesco Global Multi Cap Growth | 353.13K (1.07%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 18 | Invesco Global Opportunities A | 318.53K (0.97%) | -34.60K Decreased by -10.86% | Feb 29, 24 |
| 19 | Boston Trust Walden Small Cap | 308.75K (0.94%) | -200.00 Decreased by -0.06% | Mar 31, 24 |
| 20 | SPDR® S&P MIDCAP 400 ETF Trust | 281.99K (0.85%) | 6.51K Increased by +2.31% | Mar 31, 24 |