| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.37M (14.83%) | -107.39K Decreased by -2.46% | Jun 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 | 1.57M (5.32%) | -119.46K Decreased by -7.62% | Jun 30, 24 |
| 6 | Morgan Stanley - Brokerage Accounts | 1.22M (4.14%) | -194.29K Decreased by -15.95% | Jun 30, 24 |
| 7 | LSV Asset Management | 1.14M (3.86%) | 20.29K Increased by +1.79% | Sep 30, 24 |
| 8 | Massachusetts Financial Services Company | 1.09M (3.71%) | -193.46K Decreased by -17.71% | Sep 30, 23 |
| 9 | AQR Capital Management LLC | 1.07M (3.64%) | 261.55K Increased by +24.38% | Jun 30, 24 |
| 10 | FMR Inc | 879.98K (2.99%) | 182.16K Increased by +20.70% | Sep 30, 24 |
| 11 | Hotchkis & Wiley Capital Management LLC | 795.47K (2.70%) | 51.03K Increased by +6.42% | Jun 30, 24 |
| 12 | Geode Capital Management, LLC | 745.46K (2.53%) | 28.23K Increased by +3.79% | Jun 30, 24 |
| 13 | American Century Companies Inc | 658.04K (2.23%) | 79.89K Increased by +12.14% | Sep 30, 24 |
| 14 | Goldman Sachs Group Inc | 654.98K (2.22%) | -56.79K Decreased by -8.67% | Jun 30, 24 |
| 15 | Stieven Capital Advisors, L.p. | 571.05K (1.94%) | 97.50K Increased by +17.07% | Sep 30, 24 |
| 16 | Royce & Associates, LP | 508.51K (1.73%) | 76.71K Increased by +15.09% | Dec 31, 23 |
| 17 | JPMorgan Chase & Co | 486.81K (1.65%) | 124.48K Increased by +25.57% | Jun 30, 24 |
| 18 | Bridgeway Capital Management, LLC | 484.82K (1.65%) | 37.82K Increased by +7.80% | Jun 30, 24 |
| 19 | Bank of New York Mellon Corp | 451.40K (1.53%) | 17.11K Increased by +3.79% | Jun 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 (6.48%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 957.19K (3.25%) | 1.43K Increased by +0.15% | Oct 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% | Oct 31, 24 |
| 5 | Avantis US Small Cap Value ETF | 562.63K (1.91%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 6 | Strategic Advisers Fidelity US TtlStk | 562.24K (1.91%) | 30.70K Increased by +5.46% | Sep 30, 24 |
| 7 | Strategic Advisers® Fidelity US TtlStk | 527.10K (1.79%) | 89.20K Increased by +16.92% | Nov 30, 23 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 498.47K (1.69%) | 2.62K Increased by +0.53% | Sep 30, 24 |
| 9 | Schwab US Dividend Equity ETF™ | 479.19K (1.63%) | -280.00 Decreased by -0.06% | Jan 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 | 343.48K (1.17%) | 5.21K Increased by +1.52% | Sep 30, 24 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 312.06K (1.06%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | Fidelity Small Cap Index | 311.52K (1.06%) | -6.30K Decreased by -2.02% | Aug 31, 24 |
| 14 | Fidelity® Small Cap Index | 301.83K (1.02%) | 8.32K Increased by +2.76% | Oct 31, 23 |
| 15 | iShares Russell 2000 Value ETF | 269.58K (0.92%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 265.00K (0.90%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 264.23K (0.90%) | 2.00K Increased by +0.76% | Oct 31, 24 |
| 18 | Bridgeway Small Cap Value | 263.20K (0.89%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Bridgeway Small-Cap Value | 263.20K (0.89%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 20 | SPDR® S&P Regional Banking ETF | 233.48K (0.79%) | 0.00 Increased by 0.00% | Oct 31, 24 |