| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.57M (15.62%) | 12.07K Increased by +0.26% | Mar 31, 24 |
| 2 | Dimensional Fund Advisors, Inc. | 2.22M (7.59%) | 66.87K Increased by +3.01% | Mar 31, 24 |
| 3 | Vanguard Group Inc | 2.19M (7.47%) | 111.65K Increased by +5.11% | Mar 31, 24 |
| 4 | Wellington Management Company LLP | 2.05M (7.00%) | 333.46K Increased by +16.28% | Mar 31, 24 |
| 5 | State Street Corporation | 1.57M (5.36%) | 83.98K Increased by +5.35% | Mar 31, 24 |
| 6 | JPMorgan Chase & Co | 636.16K (2.17%) | -51.78K Decreased by -8.14% | Mar 31, 24 |
| 7 | Geode Capital Management, LLC | 628.26K (2.15%) | 21.00K Increased by +3.34% | Mar 31, 24 |
| 8 | Driehaus Capital Management LLC | 602.35K (2.06%) | -83.79K Decreased by -13.91% | Mar 31, 24 |
| 9 | Morgan Stanley - Brokerage Accounts | 601.10K (2.05%) | -7.66K Decreased by -1.27% | Mar 31, 24 |
| 10 | American Century Companies Inc | 599.27K (2.05%) | 138.11K Increased by +23.05% | Mar 31, 24 |
| 11 | Nuveen Asset Management, LLC | 573.69K (1.96%) | 46.27K Increased by +8.07% | Mar 31, 24 |
| 12 | Goldman Sachs Group Inc | 496.35K (1.70%) | 226.44K Increased by +45.62% | Dec 31, 23 |
| 13 | Tidal Investments LLC. | 449.54K (1.54%) | 60.29K Increased by +13.41% | Dec 31, 23 |
| 14 | Charles Schwab Investment Management Inc | 412.89K (1.41%) | 4.97K Increased by +1.20% | Mar 31, 24 |
| 15 | Aristotle Capital Boston, LLC | 402.53K (1.38%) | -52.95K Decreased by -13.15% | Mar 31, 24 |
| 16 | Toroso Investments LLC | 389.25K (1.33%) | -93.00K Decreased by -23.89% | Sep 30, 23 |
| 17 | Jacobs Levy Equity Management, Inc. | 358.07K (1.22%) | -234.35K Decreased by -65.45% | Mar 31, 24 |
| 18 | Amvescap Plc. | 347.60K (1.19%) | 7.20K Increased by +2.07% | Mar 31, 24 |
| 19 | Bank of New York Mellon Corp | 328.94K (1.12%) | -4.61K Decreased by -1.40% | Sep 30, 23 |
| 20 | LSV Asset Management | 327.20K (1.12%) | -26.20K Decreased by -8.01% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.85M (6.31%) | 3.75K Increased by +0.20% | Jun 28, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 867.43K (2.96%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 3 | iShares Russell 2000 ETF | 719.75K (2.46%) | 40.89K Increased by +5.68% | Jun 28, 24 |
| 4 | Avantis US Small Cap Value ETF | 562.70K (1.92%) | 728.00 Increased by +0.13% | Jun 29, 24 |
| 5 | DFA US Small Cap Value I | 554.04K (1.89%) | 6.42K Increased by +1.16% | May 31, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 435.44K (1.49%) | 11.03K Increased by +2.53% | Jun 30, 24 |
| 7 | SPDR® S&P Regional Banking ETF | 424.95K (1.45%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | DFA US Targeted Value I | 320.50K (1.09%) | 0.00 Increased by 0.00% | May 31, 24 |
| 9 | Nuveen Quant Small Cap Equity R6 | 289.83K (0.99%) | 0.00 Increased by 0.00% | May 31, 24 |
| 10 | Fidelity Small Cap Index | 285.54K (0.98%) | 131.00 Increased by +0.05% | Apr 30, 24 |
| 11 | TIAA-CREF Quant Small-Cap Equity Instl | 280.39K (0.96%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 12 | iShares Russell 2000 Value ETF | 276.20K (0.94%) | 20.32K Increased by +7.36% | Jun 28, 24 |
| 13 | Fidelity® Small Cap Index | 275.98K (0.94%) | 7.20K Increased by +2.61% | Oct 31, 23 |
| 14 | iShares S&P Small-Cap 600 Growth ETF | 274.45K (0.94%) | -303.00 Decreased by -0.11% | Jun 28, 24 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 249.59K (0.85%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 244.17K (0.83%) | -100.00 Decreased by -0.04% | Jun 28, 24 |
| 17 | Tieton Small Cap Value | 236.95K (0.81%) | -3.20K Decreased by -1.35% | Jun 30, 24 |
| 18 | Vanguard Tax-Managed Small Cap Adm | 214.42K (0.73%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | Dimensional US Targeted Value ETF | 201.57K (0.69%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 20 | DFA US Small Cap I | 200.49K (0.68%) | 0.00 Increased by 0.00% | May 31, 24 |