| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.91M (11.03%) | 19.15K Increased by +0.49% | Sep 30, 24 |
| 2 | Wellington Management Company LLP | 3.55M (10.01%) | 505.55K Increased by +14.26% | Sep 30, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 2.16M (6.10%) | 76.29K Increased by +3.53% | Sep 30, 24 |
| 4 | Vanguard Group Inc | 2.08M (5.86%) | 17.83K Increased by +0.86% | Sep 30, 24 |
| 5 | Earnest Partners LLC | 1.90M (5.36%) | -59.26K Decreased by -3.12% | Sep 30, 24 |
| 6 | State Street Corporation | 1.11M (3.12%) | 57.14K Increased by +5.17% | Mar 31, 24 |
| 7 | State Street Corp | 1.07M (3.01%) | -11.55K Decreased by -1.08% | Sep 30, 24 |
| 8 | Macquarie Group Ltd | 1.03M (2.90%) | -23.66K Decreased by -2.30% | Sep 30, 24 |
| 9 | Geode Capital Management, LLC | 892.03K (2.52%) | 8.18K Increased by +0.92% | Sep 30, 24 |
| 10 | American Century Companies Inc | 751.12K (2.12%) | 95.63K Increased by +12.73% | Sep 30, 24 |
| 11 | PL Capital Advisors, LLC | 703.83K (1.99%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | William Blair Investment Management, LLC | 677.39K (1.91%) | -20.82K Decreased by -3.07% | Sep 30, 24 |
| 13 | Western Financial Corp/CA | 614.68K (1.74%) | -36.72K Decreased by -5.97% | Sep 30, 24 |
| 14 | JPMorgan Chase & Co | 557.88K (1.58%) | 29.75K Increased by +5.33% | Sep 30, 24 |
| 15 | Jennison Associates LLC | 441.63K (1.25%) | -20.41K Decreased by -4.62% | Sep 30, 24 |
| 16 | Charles Schwab Investment Management Inc | 421.87K (1.19%) | 3.59K Increased by +0.85% | Sep 30, 24 |
| 17 | Goldman Sachs Group Inc | 393.36K (1.11%) | 143.13K Increased by +36.39% | Dec 31, 23 |
| 18 | Enterprise Financial Services Corp | 383.01K (1.08%) | -8.29K Decreased by -2.16% | Sep 30, 24 |
| 19 | Northern Trust Corp | 362.95K (1.02%) | 4.23K Increased by +1.17% | Sep 30, 24 |
| 20 | Nuveen Asset Management, LLC | 322.67K (0.91%) | 21.02K Increased by +6.51% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.10M (3.09%) | 2.20K Increased by +0.20% | Dec 31, 24 |
| 2 | iShares Russell 2000 ETF | 1.04M (2.93%) | -3.98K Decreased by -0.38% | Dec 31, 24 |
| 3 | EARNEST Small Cap Value | 963.75K (2.72%) | 962.28K Increased by +99.85% | Dec 31, 23 |
| 4 | Delaware Small Cap Core I | 843.31K (2.38%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 5 | Macquarie Small Cap Core I | 843.31K (2.38%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 6 | Harbor Small Cap Value Instl | 766.86K (2.17%) | -11.76K Decreased by -1.53% | Dec 31, 24 |
| 7 | Avantis US Small Cap Value ETF | 690.65K (1.95%) | 332.00 Increased by +0.05% | Dec 31, 24 |
| 8 | Delaware US Small Cap Core Equity (SMA) | 682.27K (1.93%) | -7.99K Decreased by -1.17% | Mar 31, 24 |
| 9 | Macquarie US Small Cap Core Equity | 682.27K (1.93%) | -7.99K Decreased by -1.17% | Mar 31, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 562.49K (1.59%) | -4.31K Decreased by -0.77% | Dec 31, 24 |
| 11 | DFA US Small Cap Value I | 460.26K (1.30%) | 17.67K Increased by +3.84% | Nov 30, 24 |
| 12 | Fidelity Small Cap Index | 378.61K (1.07%) | 2.25K Increased by +0.59% | Oct 31, 24 |
| 13 | iShares Russell 2000 Value ETF | 357.47K (1.01%) | -10.00K Decreased by -2.80% | Dec 31, 24 |
| 14 | Fidelity® Small Cap Index | 351.82K (0.99%) | 10.77K Increased by +3.06% | Oct 31, 23 |
| 15 | BlackRock Advantage Small Cap Core Instl | 265.77K (0.75%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 16 | DFA US Targeted Value I | 259.71K (0.73%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 17 | Dimensional US Targeted Value ETF | 249.16K (0.70%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | William Blair Small Cap Value I | 248.97K (0.70%) | -7.68K Decreased by -3.08% | Nov 30, 24 |
| 19 | SPDR® S&P Regional Banking ETF | 241.50K (0.68%) | 576.00 Increased by +0.24% | Dec 31, 24 |
| 20 | Janus Henderson Small Cap Value L | 240.44K (0.68%) | -55.72K Decreased by -23.18% | Feb 29, 24 |