| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 3.59M (10.14%) | -77.90K Decreased by -2.17% | Dec 31, 23 |
| 2 | BlackRock Inc | 3.17M (8.97%) | -57.55K Decreased by -1.81% | Dec 31, 23 |
| 3 | JPMorgan Chase & Co | 3.13M (8.84%) | 939.04K Increased by +30.01% | Dec 31, 23 |
| 4 | Shapiro Capital Management Co Inc | 2.38M (6.73%) | -383.98K Decreased by -16.12% | Dec 31, 23 |
| 5 | Bank of New York Mellon Corp | 1.82M (5.14%) | 104.15K Increased by +5.73% | Dec 31, 23 |
| 6 | Harris Associates L.P. | 1.75M (4.94%) | -22.82K Decreased by -1.30% | Dec 31, 23 |
| 7 | Fuller & Thaler Asset Management Inc | 1.71M (4.84%) | 94.92K Increased by +5.54% | Dec 31, 23 |
| 8 | Wellington Management Company LLP | 1.40M (3.94%) | -333.50K Decreased by -23.89% | Dec 31, 23 |
| 9 | LSV Asset Management | 1.22M (3.44%) | -12.33K Decreased by -1.01% | Mar 31, 24 |
| 10 | BTIM Corp | 1.14M (3.21%) | 168.00 Increased by +0.01% | Mar 31, 24 |
| 11 | State Street Corporation | 1.11M (3.14%) | 10.04K Increased by +0.90% | Dec 31, 23 |
| 12 | Dimensional Fund Advisors, Inc. | 933.58K (2.64%) | 18.01K Increased by +1.93% | Dec 31, 23 |
| 13 | DePrince Race & Zollo Inc | 917.38K (2.59%) | -41.51K Decreased by -4.53% | Dec 31, 23 |
| 14 | Charles Schwab Investment Management Inc | 857.91K (2.42%) | -6.82K Decreased by -0.80% | Dec 31, 23 |
| 15 | Cooper Creek Partners Management LLC | 719.76K (2.03%) | 306.33K Increased by +42.56% | Dec 31, 23 |
| 16 | Pacer Advisors, INC. | 632.67K (1.79%) | 235.43K Increased by +37.21% | Dec 31, 23 |
| 17 | Reinhart Mahoney Capital Management Inc | 626.38K (1.77%) | 65.70K Increased by +10.49% | Dec 31, 23 |
| 18 | Franklin Resources Inc | 624.31K (1.76%) | -174.73K Decreased by -27.99% | Sep 30, 23 |
| 19 | Northern Trust Corp | 602.82K (1.70%) | 194.73K Increased by +32.30% | Dec 31, 23 |
| 20 | Morgan Stanley - Brokerage Accounts | 584.47K (1.65%) | 169.66K Increased by +29.03% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | JPM US Mid Cap Value-Composite | 1.62M (4.58%) | 103.78K Increased by +6.40% | Dec 31, 23 |
| 2 | JPM US Mid Cap Value-MA | 1.61M (4.54%) | 1.60M Increased by +99.68% | Mar 31, 24 |
| 3 | JPMorgan Mid Cap Value L | 1.61M (4.54%) | -14.79K Decreased by -0.92% | Mar 31, 24 |
| 4 | iShares Core S&P Mid-Cap ETF | 1.14M (3.23%) | -205.00 Decreased by -0.02% | Apr 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 1.07M (3.04%) | 3.69K Increased by +0.34% | Mar 31, 24 |
| 6 | FullerThaler Behavioral Small-Cap Value | 959.41K (2.71%) | 47.63K Increased by +4.96% | Feb 29, 24 |
| 7 | Fuller & Thaler Behavrl Small-Cap Value | 937.86K (2.65%) | -8.38K Decreased by -0.89% | Nov 30, 23 |
| 8 | Undiscovered Managers Behavioral Val L | 906.41K (2.56%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 9 | Vanguard Small Cap Index | 892.16K (2.52%) | -9.66K Decreased by -1.08% | Mar 31, 24 |
| 10 | Pacer US Cash Cows 100 ETF | 882.86K (2.49%) | 1.93K Increased by +0.22% | Apr 30, 24 |
| 11 | Vanguard Explorer Inv | 876.63K (2.48%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 12 | Schwab US Dividend Equity ETF™ | 842.77K (2.38%) | -120.00 Decreased by -0.01% | Apr 30, 24 |
| 13 | FullerThaler Behavioral Sm-Cp Eq R6 | 629.62K (1.78%) | 128.90K Increased by +20.47% | Dec 31, 23 |
| 14 | FullerThaler Behavioral Small-Cap Equity | 629.62K (1.78%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 15 | JPMorgan Value Advantage L | 604.26K (1.71%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 16 | Vanguard Small Cap Value Index Inv | 601.21K (1.70%) | -12.86K Decreased by -2.14% | Mar 31, 24 |
| 17 | UWS BNY Mellon Global Higher Inc B | 594.38K (1.68%) | -170.35K Decreased by -28.66% | Mar 31, 24 |
| 18 | Avantis US Small Cap Value ETF | 562.13K (1.59%) | 2.68K Increased by +0.48% | Apr 30, 24 |
| 19 | Vanguard Institutional Extnd Mkt Idx Tr | 549.52K (1.55%) | 6.09K Increased by +1.11% | Mar 31, 24 |
| 20 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 500.72K (1.41%) | 0.00 Increased by 0.00% | Sep 30, 23 |