| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.82M (16.62%) | 137.25K Increased by +2.85% | Dec 31, 23 |
| 2 | Dimensional Fund Advisors, Inc. | 3.50M (12.09%) | 85.56K Increased by +2.44% | Dec 31, 23 |
| 3 | Vanguard Group Inc | 3.35M (11.58%) | -701.00 Decreased by -0.02% | Dec 31, 23 |
| 4 | Goldman Sachs Group Inc | 1.96M (6.76%) | 1.05M Increased by +53.40% | Dec 31, 23 |
| 5 | Deutsche Bank AG | 1.70M (5.88%) | 51.94K Increased by +3.05% | Dec 31, 23 |
| 6 | LSV Asset Management | 1.45M (4.99%) | -2.67K Decreased by -0.18% | Mar 31, 24 |
| 7 | Marshall Wace Asset Management Ltd | 1.35M (4.66%) | 67.00K Increased by +4.96% | Dec 31, 23 |
| 8 | State Street Corporation | 1.31M (4.53%) | -44.98K Decreased by -3.43% | Dec 31, 23 |
| 9 | Hennessy Advisors, Inc. | 1.14M (3.94%) | 141.00K Increased by +12.36% | Mar 31, 24 |
| 10 | Charles Schwab Investment Management Inc | 992.46K (3.43%) | -43.45K Decreased by -4.38% | Dec 31, 23 |
| 11 | Arrowstreet Capital Limited Partnership | 890.56K (3.07%) | -228.46K Decreased by -25.65% | Dec 31, 23 |
| 12 | Barclays PLC | 851.50K (2.94%) | 14.95K Increased by +1.76% | Dec 31, 23 |
| 13 | Nomura Holdings Inc | 800.16K (2.76%) | 90.20K Increased by +11.27% | Dec 31, 23 |
| 14 | Two Sigma Investments LLC | 718.68K (2.48%) | 133.08K Increased by +18.52% | Dec 31, 23 |
| 15 | Bank of New York Mellon Corp | 698.62K (2.41%) | 47.99K Increased by +6.87% | Dec 31, 23 |
| 16 | BMO Capital Markets Corp. | 668.36K (2.31%) | -11.62K Decreased by -1.74% | Dec 31, 23 |
| 17 | Bank of Montreal | 668.36K (2.31%) | -11.62K Decreased by -1.74% | Dec 31, 23 |
| 18 | Amvescap Plc. | 662.62K (2.29%) | 190.31K Increased by +28.72% | Dec 31, 23 |
| 19 | Fuller & Thaler Asset Management Inc | 616.21K (2.13%) | 616.21K Increased by +100.00% | Sep 30, 23 |
| 20 | Geode Capital Management, LLC | 595.80K (2.06%) | 16.80K Increased by +2.82% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.84M (6.37%) | 825.00 Increased by +0.04% | Apr 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.18M (4.07%) | 291.23K Increased by +24.67% | Mar 31, 24 |
| 3 | Hennessy Cornerstone Mid Cap 30 Inv | 1.14M (3.94%) | 141.00K Increased by +12.36% | Mar 31, 24 |
| 4 | Vanguard Small Cap Index | 889.47K (3.07%) | 129.76K Increased by +14.59% | Mar 31, 24 |
| 5 | iShares Russell 2000 ETF | 663.29K (2.29%) | -5.26K Decreased by -0.79% | Apr 30, 24 |
| 6 | Avantis US Small Cap Value ETF | 632.02K (2.18%) | 2.26K Increased by +0.36% | Apr 30, 24 |
| 7 | Schwab US Dividend Equity ETF™ | 622.59K (2.15%) | -88.00 Decreased by -0.01% | Apr 30, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 597.76K (2.06%) | 78.69K Increased by +13.16% | Mar 31, 24 |
| 9 | DFA US Targeted Value I | 560.46K (1.93%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 10 | DFA US Micro Cap I | 473.39K (1.63%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 408.27K (1.41%) | 5.22K Increased by +1.28% | Mar 31, 24 |
| 12 | DFA US Small Cap I | 380.07K (1.31%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 13 | Dimensional US Targeted Value ETF | 367.16K (1.27%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 14 | SPDR® S&P Retail ETF | 324.09K (1.12%) | -27.08K Decreased by -8.36% | Apr 30, 24 |
| 15 | DFA US Small Cap Value I | 302.75K (1.05%) | -79.64K Decreased by -26.30% | Mar 31, 24 |
| 16 | Fidelity Small Cap Index | 289.70K (1.00%) | 3.22K Increased by +1.11% | Feb 29, 24 |
| 17 | Fidelity® Small Cap Index | 278.23K (0.96%) | 7.62K Increased by +2.74% | Oct 31, 23 |
| 18 | iShares S&P Small-Cap 600 Growth ETF | 268.21K (0.93%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | Schwab Fundamental US Small Company ETF | 267.95K (0.92%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | Tieton Small Cap Value | 241.72K (0.83%) | 935.00 Increased by +0.39% | Mar 31, 24 |