| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.85M (19.36%) | 136.75K Increased by +4.80% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 2.59M (17.61%) | 195.63K Increased by +7.54% | Dec 31, 24 |
| 3 | State Street Corporation | 925.89K (6.28%) | -85.57K Decreased by -9.24% | Mar 31, 24 |
| 4 | State Street Corp | 897.75K (6.09%) | 4.26K Increased by +0.47% | Sep 30, 24 |
| 5 | Wellington Management Company LLP | 803.97K (5.46%) | -215.38K Decreased by -26.79% | Dec 31, 24 |
| 6 | Silvercrest Asset Management Group LLC | 780.05K (5.29%) | 780.05K Increased by +100.00% | Sep 30, 24 |
| 7 | Geode Capital Management, LLC | 387.52K (2.63%) | 11.75K Increased by +3.03% | Sep 30, 24 |
| 8 | JPMorgan Chase & Co | 386.48K (2.62%) | 78.76K Increased by +20.38% | Sep 30, 24 |
| 9 | Renaissance Technologies Corp | 337.12K (2.29%) | -19.20K Decreased by -5.70% | Sep 30, 24 |
| 10 | Heitman Real Estate Securities LLC | 293.87K (1.99%) | 22.83K Increased by +7.77% | Jun 30, 24 |
| 11 | Charles Schwab Investment Management Inc | 259.09K (1.76%) | -16.42K Decreased by -6.34% | Dec 31, 24 |
| 12 | Ameriprise Financial Inc | 242.81K (1.65%) | 63.22K Increased by +26.04% | Sep 30, 23 |
| 13 | Dimensional Fund Advisors, Inc. | 224.60K (1.52%) | 3.11K Increased by +1.39% | Dec 31, 24 |
| 14 | Morgan Stanley - Brokerage Accounts | 210.12K (1.43%) | -194.56K Decreased by -92.59% | Sep 30, 24 |
| 15 | Pacific Heights Asset Management, LLC | 200.00K (1.36%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | Nuveen Asset Management, LLC | 193.23K (1.31%) | -38.61K Decreased by -19.98% | Sep 30, 24 |
| 17 | Northern Trust Corp | 179.56K (1.22%) | 513.00 Increased by +0.29% | Sep 30, 24 |
| 18 | Balyasny Asset Management LLC | 161.64K (1.10%) | 161.64K Increased by +100.00% | Sep 30, 24 |
| 19 | Marshall Wace Asset Management Ltd | 154.08K (1.05%) | 138.61K Increased by +89.96% | Sep 30, 24 |
| 20 | BOOTHBAY FUND MANAGEMENT, LLC | 151.86K (1.03%) | 88.97K Increased by +58.59% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.07M (7.25%) | 4.10K Increased by +0.38% | Jan 31, 25 |
| 2 | Vanguard Real Estate Index Investor | 590.37K (4.01%) | 559.00 Increased by +0.09% | Dec 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 544.48K (3.70%) | 71.50K Increased by +13.13% | Dec 31, 24 |
| 4 | iShares Russell 2000 ETF | 455.49K (3.09%) | -3.45K Decreased by -0.76% | Jan 31, 25 |
| 5 | Vanguard Small Cap Index | 421.94K (2.86%) | 35.39K Increased by +8.39% | Dec 31, 24 |
| 6 | Delaware Small Cap Value A | 397.30K (2.70%) | 397.30K Increased by +100.00% | Oct 31, 24 |
| 7 | Macquarie Small Cap Value A | 392.50K (2.66%) | -3.20K Decreased by -0.82% | Dec 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 280.15K (1.90%) | 19.25K Increased by +6.87% | Dec 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 258.66K (1.76%) | 34.69K Increased by +13.41% | Dec 31, 24 |
| 10 | Bridge Builder Small/Mid Cap Value | 200.67K (1.36%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 11 | Permanent Portfolio Permanent I | 200.00K (1.36%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 12 | Fidelity Small Cap Index | 157.92K (1.07%) | -2.39K Decreased by -1.51% | Nov 30, 24 |
| 13 | iShares S&P Small-Cap 600 Value ETF | 156.43K (1.06%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 14 | iShares Russell 2000 Value ETF | 154.70K (1.05%) | 210.00 Increased by +0.14% | Jan 31, 25 |
| 15 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 150.71K (1.02%) | 54.00 Increased by +0.04% | Jan 31, 25 |
| 16 | Macquarie VIP Small Cap Value Series Std | 150.20K (1.02%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 17 | Fidelity® Small Cap Index | 149.06K (1.01%) | 4.25K Increased by +2.85% | Oct 31, 23 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 132.86K (0.90%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | Heitman US RES Total Return | 130.17K (0.88%) | 17.36K Increased by +13.34% | Jun 30, 24 |
| 20 | Columbia Small Cap Value II | 118.50K (0.80%) | 0.00 Increased by 0.00% | Oct 31, 23 |