| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.72M (18.43%) | -84.47K Decreased by -3.11% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 2.40M (16.28%) | 63.74K Increased by +2.66% | Sep 30, 24 |
| 3 | Wellington Management Company LLP | 957.96K (6.50%) | 417.36K Increased by +43.57% | Jun 30, 24 |
| 4 | State Street Corporation | 925.89K (6.28%) | -85.57K Decreased by -9.24% | Mar 31, 24 |
| 5 | State Street Corp | 893.49K (6.06%) | -32.41K Decreased by -3.63% | Jun 30, 24 |
| 6 | Morgan Stanley - Brokerage Accounts | 404.68K (2.75%) | 43.87K Increased by +10.84% | Jun 30, 24 |
| 7 | Geode Capital Management, LLC | 375.77K (2.55%) | 6.78K Increased by +1.80% | Jun 30, 24 |
| 8 | Renaissance Technologies Corp | 337.12K (2.29%) | -19.20K Decreased by -5.70% | Sep 30, 24 |
| 9 | Heitman Real Estate Securities LLC | 293.87K (1.99%) | 22.83K Increased by +7.77% | Jun 30, 24 |
| 10 | Charles Schwab Investment Management Inc | 275.51K (1.87%) | 23.84K Increased by +8.65% | Sep 30, 24 |
| 11 | Ameriprise Financial Inc | 242.81K (1.65%) | 63.22K Increased by +26.04% | Sep 30, 23 |
| 12 | Nuveen Asset Management, LLC | 231.83K (1.57%) | 3.11K Increased by +1.34% | Jun 30, 24 |
| 13 | Dimensional Fund Advisors, Inc. | 221.49K (1.50%) | -2.29K Decreased by -1.03% | Sep 30, 24 |
| 14 | Pacific Heights Asset Management, LLC | 200.00K (1.36%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 15 | Balyasny Asset Management LLC | 196.56K (1.33%) | 188.25K Increased by +95.77% | Dec 31, 23 |
| 16 | Northern Trust Corp | 179.56K (1.22%) | 513.00 Increased by +0.29% | Sep 30, 24 |
| 17 | JPMorgan Chase & Co | 153.86K (1.04%) | -14.97K Decreased by -9.73% | Jun 30, 24 |
| 18 | T. Rowe Price Investment Management,Inc. | 140.39K (0.95%) | 140.39K Increased by +100.00% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 139.19K (0.94%) | 605.00 Increased by +0.43% | Jun 30, 24 |
| 20 | Goldman Sachs Group Inc | 130.96K (0.89%) | 42.14K Increased by +32.18% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 979.72K (6.65%) | 1.02K Increased by +0.10% | Oct 31, 24 |
| 2 | Vanguard Real Estate Index Investor | 587.54K (3.99%) | -1.17K Decreased by -0.20% | Oct 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 472.98K (3.21%) | 720.00 Increased by +0.15% | Oct 31, 24 |
| 4 | iShares Russell 2000 ETF | 392.06K (2.66%) | -882.00 Decreased by -0.22% | Oct 31, 24 |
| 5 | Vanguard Small Cap Index | 384.30K (2.61%) | 750.00 Increased by +0.20% | Oct 31, 24 |
| 6 | Vanguard Small Cap Value Index Inv | 259.64K (1.76%) | -88.00 Decreased by -0.03% | Oct 31, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 223.34K (1.52%) | 3.17K Increased by +1.42% | Sep 30, 24 |
| 8 | Bridge Builder Small/Mid Cap Value | 200.03K (1.36%) | 25.18K Increased by +12.59% | Oct 31, 24 |
| 9 | Permanent Portfolio Permanent I | 200.00K (1.36%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 10 | iShares S&P Small-Cap 600 Value ETF | 156.94K (1.07%) | 154.00 Increased by +0.10% | Oct 31, 24 |
| 11 | Fidelity Small Cap Index | 155.75K (1.06%) | -4.26K Decreased by -2.74% | Aug 31, 24 |
| 12 | Fidelity® Small Cap Index | 149.06K (1.01%) | 4.25K Increased by +2.85% | Oct 31, 23 |
| 13 | iShares Russell 2000 Value ETF | 146.87K (1.00%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 14 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 135.08K (0.92%) | 1.04K Increased by +0.77% | Oct 31, 24 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 132.86K (0.90%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | Heitman US RES Total Return | 130.17K (0.88%) | 17.36K Increased by +13.34% | Jun 30, 24 |
| 17 | Columbia Small Cap Value II | 118.50K (0.80%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 18 | Vanguard Tax-Managed Small Cap Adm | 117.08K (0.79%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 19 | JHancock Small Cap Value NAV | 105.55K (0.72%) | 5.28K Increased by +5.00% | Sep 30, 24 |
| 20 | Vanguard Real Estate II Index | 95.77K (0.65%) | 0.00 Increased by 0.00% | Oct 31, 24 |