Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | BlackRock Inc | 3.30M (11.89%) | 52.47K Increased by +1.59% | Dec 31, 24 |
2 | Vanguard Group Inc | 2.97M (10.71%) | -45.50K Decreased by -1.53% | Dec 31, 24 |
3 | Dimensional Fund Advisors, Inc. | 1.96M (7.05%) | 19.59K Increased by +1.00% | Dec 31, 24 |
4 | Fuller & Thaler Asset Management Inc | 1.20M (4.31%) | -4.44K Decreased by -0.37% | Dec 31, 24 |
5 | State Street Corp | 950.00K (3.42%) | 48.93K Increased by +5.15% | Dec 31, 24 |
6 | State Street Corporation | 908.61K (3.27%) | 12.73K Increased by +1.40% | Mar 31, 24 |
7 | Thrivent Financial For Lutherans | 801.43K (2.89%) | 17.43K Increased by +2.17% | Dec 31, 24 |
8 | DePrince Race & Zollo Inc | 757.18K (2.73%) | 757.18K Increased by +100.00% | Dec 31, 24 |
9 | LSV Asset Management | 705.15K (2.54%) | -74.20K Decreased by -10.52% | Dec 31, 24 |
10 | Geode Capital Management, LLC | 641.62K (2.31%) | -7.33K Decreased by -1.14% | Dec 31, 24 |
11 | Charles Schwab Investment Management Inc | 568.73K (2.05%) | 44.09K Increased by +7.75% | Dec 31, 24 |
12 | William Blair Investment Management, LLC | 535.93K (1.93%) | 11.21K Increased by +2.09% | Dec 31, 24 |
13 | Gamco Investors, Inc. Et Al | 475.86K (1.71%) | -16.00K Decreased by -3.36% | Dec 31, 24 |
14 | FMR Inc | 435.05K (1.57%) | -37.82K Decreased by -8.69% | Sep 30, 24 |
15 | Bank of New York Mellon Corp | 403.38K (1.45%) | 9.09K Increased by +2.25% | Dec 31, 24 |
16 | Gabelli Funds LLC | 380.45K (1.37%) | 0.00 Increased by 0.00% | Dec 31, 24 |
17 | Goldman Sachs Group Inc | 342.93K (1.24%) | -33.65K Decreased by -9.81% | Dec 31, 24 |
18 | JPMorgan Chase & Co | 339.37K (1.22%) | -17.46K Decreased by -5.15% | Sep 30, 24 |
19 | Northern Trust Corp | 327.39K (1.18%) | 32.69K Increased by +9.99% | Dec 31, 24 |
20 | Private Management Group Inc | 314.64K (1.13%) | -37.47K Decreased by -11.91% | Sep 30, 23 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | FullerThaler Behavioral Small-Cap Value | 1.09M (3.93%) | 5.32K Increased by +0.49% | Dec 31, 24 |
2 | Fuller & Thaler Behavrl Small-Cap Value | 1.07M (3.85%) | -9.50K Decreased by -0.89% | Nov 30, 23 |
3 | Undiscovered Managers Behavioral Val L | 1.04M (3.74%) | 0.00 Increased by 0.00% | Jan 31, 25 |
4 | iShares Core S&P Mid-Cap ETF | 840.47K (3.03%) | 621.00 Increased by +0.07% | Feb 28, 25 |
5 | Vanguard Total Stock Mkt Idx Inv | 832.57K (3.00%) | 848.00 Increased by +0.10% | Feb 28, 25 |
6 | iShares Russell 2000 ETF | 669.61K (2.41%) | -7.88K Decreased by -1.18% | Feb 28, 25 |
7 | Vanguard Small Cap Index | 640.21K (2.31%) | 504.00 Increased by +0.08% | Feb 28, 25 |
8 | DFA US Small Cap Value I | 568.41K (2.05%) | 0.00 Increased by 0.00% | Jan 31, 25 |
9 | Vanguard Institutional Extnd Mkt Idx Tr | 421.28K (1.52%) | 0.00 Increased by 0.00% | Feb 28, 25 |
10 | Vanguard Small Cap Value Index Inv | 412.04K (1.48%) | -2.18K Decreased by -0.53% | Feb 28, 25 |
11 | Thrivent Small Cap Stock A | 393.40K (1.42%) | 22.43K Increased by +5.70% | Dec 31, 24 |
12 | Strategic Advisers® Fidelity US TtlStk | 370.20K (1.33%) | -14.40K Decreased by -3.89% | Nov 30, 23 |
13 | Fidelity Small Cap Index | 296.81K (1.07%) | -2.64K Decreased by -0.89% | Dec 31, 24 |
14 | Fidelity® Small Cap Index | 283.87K (1.02%) | 8.89K Increased by +3.13% | Oct 31, 23 |
15 | American Beacon Small Cp Val R5 | 281.62K (1.01%) | -905.00 Decreased by -0.32% | Jan 31, 25 |
16 | Schwab Fundamental U.S. Small CompanyETF | 263.34K (0.95%) | 0.00 Increased by 0.00% | Feb 28, 25 |
17 | iShares Russell 2000 Value ETF | 232.07K (0.84%) | -1.76K Decreased by -0.76% | Feb 28, 25 |
18 | DFA US Targeted Value I | 229.57K (0.83%) | 0.00 Increased by 0.00% | Jan 31, 25 |
19 | SPDR® S&P MIDCAP 400 ETF Trust | 208.82K (0.75%) | 1.98K Increased by +0.95% | Feb 28, 25 |
20 | 1290 VT GAMCO Small Company Value IB | 208.50K (0.75%) | 0.00 Increased by 0.00% | Jan 31, 25 |