| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.43M (15.03%) | 58.06K Increased by +1.31% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 2.28M (7.73%) | -38.84K Decreased by -1.71% | Sep 30, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 1.74M (5.92%) | -27.16K Decreased by -1.56% | Sep 30, 24 |
| 4 | State Street Corporation | 1.69M (5.73%) | 97.19K Increased by +5.76% | Mar 31, 24 |
| 5 | State Street Corp | 1.52M (5.18%) | -43.19K Decreased by -2.83% | Sep 30, 24 |
| 6 | LSV Asset Management | 1.14M (3.86%) | 20.29K Increased by +1.79% | Sep 30, 24 |
| 7 | Massachusetts Financial Services Company | 1.09M (3.71%) | -193.46K Decreased by -17.71% | Sep 30, 23 |
| 8 | AQR Capital Management LLC | 947.23K (3.22%) | -125.54K Decreased by -13.25% | Sep 30, 24 |
| 9 | FMR Inc | 879.98K (2.99%) | 182.16K Increased by +20.70% | Sep 30, 24 |
| 10 | JPMorgan Chase & Co | 836.14K (2.84%) | 349.34K Increased by +41.78% | Sep 30, 24 |
| 11 | Goldman Sachs Group Inc | 739.96K (2.51%) | 84.98K Increased by +11.48% | Sep 30, 24 |
| 12 | Geode Capital Management, LLC | 731.70K (2.48%) | -13.76K Decreased by -1.88% | Sep 30, 24 |
| 13 | Morgan Stanley - Brokerage Accounts | 718.68K (2.44%) | -499.28K Decreased by -69.47% | Sep 30, 24 |
| 14 | American Century Companies Inc | 658.04K (2.23%) | 79.89K Increased by +12.14% | Sep 30, 24 |
| 15 | Hotchkis & Wiley Capital Management LLC | 641.18K (2.18%) | -154.29K Decreased by -24.06% | Sep 30, 24 |
| 16 | Stieven Capital Advisors, L.p. | 571.05K (1.94%) | 97.50K Increased by +17.07% | Sep 30, 24 |
| 17 | Royce & Associates, LP | 508.51K (1.73%) | 76.71K Increased by +15.09% | Dec 31, 23 |
| 18 | Bridgeway Capital Management, LLC | 460.50K (1.56%) | -24.32K Decreased by -5.28% | Sep 30, 24 |
| 19 | Bank of New York Mellon Corp | 448.11K (1.52%) | -3.29K Decreased by -0.73% | Sep 30, 24 |
| 20 | Assenagon Asset Management SA | 395.24K (1.34%) | 157.79K Increased by +39.92% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.91M (6.47%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 957.19K (3.25%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 3 | FIAM Small Cap Core Composite | 936.19K (3.18%) | -187.76K Decreased by -20.06% | Dec 31, 23 |
| 4 | iShares Russell 2000 ETF | 663.65K (2.25%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 5 | Strategic Advisers Fidelity US TtlStk | 608.94K (2.07%) | 46.70K Increased by +7.67% | Nov 30, 24 |
| 6 | Avantis US Small Cap Value ETF | 602.29K (2.04%) | 288.00 Increased by +0.05% | Dec 31, 24 |
| 7 | Strategic Advisers® Fidelity US TtlStk | 527.10K (1.79%) | 89.20K Increased by +16.92% | Nov 30, 23 |
| 8 | Schwab US Dividend Equity ETF™ | 479.19K (1.63%) | -280.00 Decreased by -0.06% | Jan 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 463.29K (1.57%) | -17.60K Decreased by -3.80% | Dec 31, 24 |
| 10 | FIAM Small Cap Core CIT Cl B | 418.07K (1.42%) | -278.18K Decreased by -66.54% | Feb 29, 24 |
| 11 | DFA US Small Cap Value I | 368.46K (1.25%) | 13.47K Increased by +3.66% | Nov 30, 24 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 324.83K (1.10%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | Fidelity Small Cap Index | 306.70K (1.04%) | -220.00 Decreased by -0.07% | Oct 31, 24 |
| 14 | Fidelity® Small Cap Index | 301.83K (1.02%) | 8.32K Increased by +2.76% | Oct 31, 23 |
| 15 | SPDR® S&P Regional Banking ETF | 283.45K (0.96%) | 676.00 Increased by +0.24% | Dec 31, 24 |
| 16 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 278.03K (0.94%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 17 | iShares Russell 2000 Value ETF | 269.58K (0.92%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 265.00K (0.90%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | Bridgeway Small Cap Value | 263.20K (0.89%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | Bridgeway Small-Cap Value | 263.20K (0.89%) | 0.00 Increased by 0.00% | Sep 30, 24 |