| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.96M (15.01%) | 3.59K Increased by +0.09% | Mar 31, 24 |
| 2 | Vanguard Group Inc | 2.09M (7.92%) | 17.06K Increased by +0.82% | Mar 31, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 1.33M (5.03%) | 78.12K Increased by +5.89% | Mar 31, 24 |
| 4 | State Street Corporation | 1.28M (4.84%) | -64.28K Decreased by -5.04% | Mar 31, 24 |
| 5 | Goldman Sachs Group Inc | 1.13M (4.29%) | 568.64K Increased by +50.28% | Dec 31, 23 |
| 6 | Charles Schwab Investment Management Inc | 1.06M (4.01%) | 216.54K Increased by +20.44% | Mar 31, 24 |
| 7 | Ameriprise Financial Inc | 625.89K (2.37%) | 47.92K Increased by +7.66% | Mar 31, 24 |
| 8 | Wellington Management Company LLP | 610.22K (2.31%) | 6.83K Increased by +1.12% | Mar 31, 24 |
| 9 | LSV Asset Management | 599.37K (2.27%) | 51.97K Increased by +8.67% | Mar 31, 24 |
| 10 | Geode Capital Management, LLC | 588.04K (2.23%) | 7.05K Increased by +1.20% | Mar 31, 24 |
| 11 | Renaissance Technologies Corp | 531.15K (2.01%) | 34.15K Increased by +6.43% | Mar 31, 24 |
| 12 | Cramer Rosenthal McGlynn LLC | 505.80K (1.92%) | -186.02K Decreased by -36.78% | Mar 31, 24 |
| 13 | Acadian Asset Management LLC | 462.93K (1.75%) | 362.23K Increased by +78.25% | Mar 31, 24 |
| 14 | Hotchkis & Wiley Capital Management LLC | 458.92K (1.74%) | -17.40K Decreased by -3.79% | Mar 31, 24 |
| 15 | Bank of New York Mellon Corp | 456.57K (1.73%) | -231.43K Decreased by -50.69% | Sep 30, 23 |
| 16 | Kennedy Capital Management Inc | 454.01K (1.72%) | -20.76K Decreased by -4.57% | Mar 31, 24 |
| 17 | Amvescap Plc. | 447.74K (1.70%) | -27.16K Decreased by -6.06% | Sep 30, 23 |
| 18 | JPMorgan Chase & Co | 442.63K (1.68%) | 58.51K Increased by +13.22% | Mar 31, 24 |
| 19 | American Century Companies Inc | 434.32K (1.65%) | 74.72K Increased by +17.20% | Mar 31, 24 |
| 20 | Nuveen Asset Management, LLC | 417.16K (1.58%) | 5.04K Increased by +1.21% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.75M (6.63%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 802.27K (3.04%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 3 | Schwab US Dividend Equity ETF™ | 618.45K (2.34%) | -43.00 Decreased by -0.01% | Jun 29, 24 |
| 4 | iShares Russell 2000 ETF | 535.37K (2.03%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 439.64K (1.67%) | 11.09K Increased by +2.52% | Jun 30, 24 |
| 6 | Avantis US Small Cap Value ETF | 421.52K (1.60%) | 826.00 Increased by +0.20% | Jun 29, 24 |
| 7 | Kennedy Extended Small Cap | 408.70K (1.55%) | -45.31K Decreased by -11.09% | Jun 30, 24 |
| 8 | ProShares Russell 2000 Dividend Growers | 337.47K (1.28%) | -978.00 Decreased by -0.29% | Jun 28, 24 |
| 9 | iShares S&P Small-Cap 600 Value ETF | 297.01K (1.13%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 10 | Invesco S&P SmallCap Value with Momt ETF | 274.32K (1.04%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 11 | Fidelity Small Cap Index | 266.09K (1.01%) | 682.00 Increased by +0.26% | Apr 30, 24 |
| 12 | Fidelity® Small Cap Index | 261.72K (0.99%) | 7.65K Increased by +2.92% | Oct 31, 23 |
| 13 | SPDR® Portfolio S&P 600 Sm Cap ETF | 246.65K (0.93%) | 245.00 Increased by +0.10% | Mar 28, 24 |
| 14 | Columbia Small Cap Value I | 241.65K (0.92%) | 8.10K Increased by +3.35% | Jun 30, 24 |
| 15 | Columbia Small Cap Value I A | 241.65K (0.92%) | -1.00K Decreased by -0.41% | Jun 30, 24 |
| 16 | iShares Russell 2000 Value ETF | 237.12K (0.90%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 17 | DFA US Small Cap Value I | 236.29K (0.90%) | 20.76K Increased by +8.79% | May 31, 24 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 226.68K (0.86%) | -94.00 Decreased by -0.04% | Jun 28, 24 |
| 19 | SPDR® S&P Regional Banking ETF | 221.63K (0.84%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 20 | Vanguard Tax-Managed Small Cap Adm | 197.12K (0.75%) | -10.39K Decreased by -5.27% | Jun 30, 24 |