| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.84M (7.23%) | -3.22M Decreased by -83.89% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 3.40M (6.40%) | -268.61K Decreased by -7.91% | Sep 30, 24 |
| 3 | Morgan Stanley - Brokerage Accounts | 2.48M (4.68%) | -103.13K Decreased by -4.15% | Jun 30, 24 |
| 4 | Charles Schwab Investment Management Inc | 2.22M (4.19%) | -941.52K Decreased by -42.32% | Sep 30, 24 |
| 5 | Avidity Partners Management LP | 1.91M (3.59%) | 1.91M Increased by +100.00% | Mar 31, 24 |
| 6 | American Century Companies Inc | 1.73M (3.26%) | 851.15K Increased by +49.11% | Sep 30, 24 |
| 7 | Hotchkis & Wiley Capital Management LLC | 1.65M (3.10%) | -781.25K Decreased by -47.43% | Dec 31, 23 |
| 8 | Jacobs Levy Equity Management, Inc. | 1.25M (2.35%) | 11.57K Increased by +0.93% | Sep 30, 23 |
| 9 | Citadel Advisors Llc | 1.20M (2.26%) | 579.14K Increased by +48.24% | Sep 30, 23 |
| 10 | State Street Corporation | 1.06M (1.99%) | -5.36K Decreased by -0.51% | Mar 31, 24 |
| 11 | Millennium Management LLC | 946.30K (1.78%) | 52.14K Increased by +5.51% | Jun 30, 24 |
| 12 | Amvescap Plc. | 896.97K (1.69%) | 4.09K Increased by +0.46% | Jun 30, 24 |
| 13 | Prescott Group Capital Management LLC | 853.35K (1.61%) | 554.16K Increased by +64.94% | Dec 31, 23 |
| 14 | Connor Clark & Lunn Inv Mgmt Ltd | 843.39K (1.59%) | 137.15K Increased by +16.26% | Jun 30, 24 |
| 15 | D. E. Shaw & Co LP | 827.80K (1.56%) | 411.13K Increased by +49.67% | Jun 30, 24 |
| 16 | Palisade Capital Management LLc | 749.93K (1.41%) | 296.10K Increased by +39.48% | Sep 30, 24 |
| 17 | Assenagon Asset Management SA | 741.55K (1.40%) | 316.70K Increased by +42.71% | Sep 30, 24 |
| 18 | Fuller & Thaler Asset Management Inc | 739.83K (1.39%) | -35.80K Decreased by -4.84% | Jun 30, 24 |
| 19 | Dimensional Fund Advisors, Inc. | 659.27K (1.24%) | 418.50K Increased by +63.48% | Sep 30, 24 |
| 20 | JPMorgan Chase & Co | 649.50K (1.22%) | 375.96K Increased by +57.88% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Schwab Fundamental US Small Company ETF | 2.99M (5.63%) | 16.60K Increased by +0.56% | Mar 29, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.64M (3.08%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 3 | Schwab Fundamental U.S. Small CompanyETF | 1.60M (3.00%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 4 | SPDR® S&P Biotech ETF | 1.55M (2.92%) | -22.39K Decreased by -1.45% | Oct 31, 24 |
| 5 | Avantis US Small Cap Value ETF | 1.52M (2.86%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 6 | iShares Russell 2000 ETF | 1.36M (2.57%) | 657.00 Increased by +0.05% | Mar 28, 24 |
| 7 | Invesco FTSE RAFI US 1500 Small-Mid ETF | 901.64K (1.70%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 815.48K (1.54%) | 11.44K Increased by +1.40% | Sep 30, 24 |
| 9 | Vanguard Strategic Equity Inv | 582.97K (1.10%) | -241.03K Decreased by -41.34% | Sep 30, 24 |
| 10 | Fidelity Small Cap Index | 527.46K (0.99%) | 9.77K Increased by +1.85% | Jun 30, 24 |
| 11 | iShares Russell 2000 Value ETF | 504.72K (0.95%) | -320.00 Decreased by -0.06% | Mar 28, 24 |
| 12 | Fidelity® Small Cap Index | 475.33K (0.89%) | 3.37K Increased by +0.71% | Oct 31, 23 |
| 13 | Hotchkis & Wiley Sm Cp Divers Val I | 441.10K (0.83%) | -534.90K Decreased by -121.27% | Dec 31, 23 |
| 14 | Palisade Small Cap Core Equity | 420.74K (0.79%) | 137.25K Increased by +32.62% | Sep 30, 24 |
| 15 | Bridgeway Small Cap Value | 393.73K (0.74%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 16 | Bridgeway Small-Cap Value | 393.73K (0.74%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 17 | Principal SmallCap Value II Instl | 367.24K (0.69%) | -351.44K Decreased by -95.70% | Dec 31, 23 |
| 18 | Schwab Fundamental US Small Company Idx | 309.85K (0.58%) | -159.99K Decreased by -51.63% | Sep 30, 24 |
| 19 | Fidelity Extended Market Index | 307.96K (0.58%) | -4.59K Decreased by -1.49% | Sep 30, 24 |
| 20 | AST Small Cap Value | 270.90K (0.51%) | 80.00K Increased by +29.53% | Nov 30, 23 |