| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Fund 1 Investments LLC | 3.71M (21.01%) | 5.55K Increased by +0.15% | Sep 30, 24 |
| 2 | BlackRock Inc | 3.50M (19.82%) | -206.55K Decreased by -5.90% | Sep 30, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 2.60M (14.69%) | -38.48K Decreased by -1.48% | Sep 30, 24 |
| 4 | Aristotle Capital Boston, LLC | 1.91M (10.79%) | -108.71K Decreased by -5.70% | Sep 30, 24 |
| 5 | Nomura Holdings Inc | 1.80M (10.18%) | 1.62M Increased by +90.23% | Sep 30, 24 |
| 6 | Vanguard Group Inc | 1.71M (9.67%) | 72.66K Increased by +4.25% | Sep 30, 24 |
| 7 | Gamco Investors, Inc. Et Al | 1.21M (6.83%) | 64.00K Increased by +5.30% | Sep 30, 24 |
| 8 | American Century Companies Inc | 687.71K (3.89%) | 130.29K Increased by +18.95% | Sep 30, 24 |
| 9 | Bridgeway Capital Management, LLC | 632.04K (3.58%) | 164.07K Increased by +25.96% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 620.66K (3.51%) | -13.22K Decreased by -2.13% | Sep 30, 24 |
| 11 | SEI Investments Co | 620.23K (3.51%) | -66.73K Decreased by -10.76% | Sep 30, 24 |
| 12 | Arrowstreet Capital Limited Partnership | 609.79K (3.45%) | 14.59K Increased by +2.39% | Sep 30, 24 |
| 13 | State Street Corporation | 602.88K (3.41%) | 25.07K Increased by +4.16% | Mar 31, 24 |
| 14 | State Street Corp | 599.57K (3.39%) | 2.89K Increased by +0.48% | Sep 30, 24 |
| 15 | Ameriprise Financial Inc | 485.01K (2.74%) | 675.00 Increased by +0.14% | Sep 30, 24 |
| 16 | Morgan Stanley - Brokerage Accounts | 467.45K (2.64%) | -422.77K Decreased by -90.44% | Sep 30, 24 |
| 17 | D. E. Shaw & Co LP | 440.13K (2.49%) | -134.92K Decreased by -30.66% | Sep 30, 23 |
| 18 | Charles Schwab Investment Management Inc | 421.54K (2.38%) | -112.51K Decreased by -26.69% | Sep 30, 24 |
| 19 | AQR Capital Management LLC | 403.71K (2.28%) | 341.35K Increased by +84.55% | Sep 30, 23 |
| 20 | Peregrine Capital Management,LLC | 389.57K (2.20%) | -126.34K Decreased by -32.43% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | 1290 VT GAMCO Small Company Value IB | 960.00K (5.43%) | 23.00K Increased by +2.40% | Nov 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 880.50K (4.98%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 3 | iShares Russell 2000 ETF | 644.64K (3.65%) | -2.48K Decreased by -0.38% | Dec 31, 24 |
| 4 | Avantis US Small Cap Value ETF | 564.73K (3.20%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 5 | BlackRock Advantage Small Cap Core Instl | 563.62K (3.19%) | 7.21K Increased by +1.28% | Dec 31, 24 |
| 6 | DFA US Small Cap Value I | 548.63K (3.10%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 7 | Amplify Online Retail ETF | 510.53K (2.89%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 8 | DFA US Targeted Value I | 445.13K (2.52%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 422.18K (2.39%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | EA Bridgeway Omni Small-Cap Value ETF | 357.60K (2.02%) | 528.00 Increased by +0.15% | Dec 31, 24 |
| 11 | Schwab Fundamental US Small Company ETF | 316.86K (1.79%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 12 | Columbia Small Cap Value I | 315.71K (1.79%) | 4.40K Increased by +1.39% | Dec 31, 24 |
| 13 | Columbia Small Cap Value I A | 315.71K (1.79%) | 600.00 Increased by +0.19% | Dec 31, 24 |
| 14 | First Eagle Small Cap Opportunity I | 310.80K (1.76%) | 38.41K Increased by +12.36% | Dec 31, 24 |
| 15 | First Eagle US Small Cap Strategy | 310.80K (1.76%) | 164.85K Increased by +53.04% | Dec 31, 24 |
| 16 | DFA US Small Cap I | 292.08K (1.65%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 17 | Bridgeway Omni Small-Cap Value | 291.40K (1.65%) | 50.00K Increased by +17.16% | Sep 30, 24 |
| 18 | Bridgeway Omni Small-Cap Value N | 291.40K (1.65%) | 50.00K Increased by +17.16% | Sep 30, 24 |
| 19 | Fuller & Thaler Behavrl Micro-Cap Core | 267.83K (1.52%) | 44.43K Increased by +16.59% | Nov 30, 23 |
| 20 | Fidelity Small Cap Index | 263.26K (1.49%) | -189.00 Decreased by -0.07% | Oct 31, 24 |