| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.81M (12.15%) | 48.01K Increased by +0.71% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 6.39M (11.40%) | 7.77K Increased by +0.12% | Sep 30, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 3.72M (6.64%) | -102.89K Decreased by -2.77% | Sep 30, 24 |
| 4 | State Street Corp | 2.56M (4.57%) | -10.25K Decreased by -0.40% | Sep 30, 24 |
| 5 | State Street Corporation | 2.41M (4.30%) | -16.66K Decreased by -0.69% | Mar 31, 24 |
| 6 | Charles Schwab Investment Management Inc | 2.00M (3.56%) | 55.41K Increased by +2.77% | Sep 30, 24 |
| 7 | BTIM Corp | 1.41M (2.52%) | 144.68K Increased by +10.24% | Dec 31, 24 |
| 8 | Geode Capital Management, LLC | 1.35M (2.41%) | 9.99K Increased by +0.74% | Sep 30, 24 |
| 9 | First Trust Advisors L.P. | 1.19M (2.13%) | 200.48K Increased by +16.78% | Sep 30, 24 |
| 10 | American Century Companies Inc | 1.12M (1.99%) | 123.82K Increased by +11.09% | Sep 30, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 974.53K (1.74%) | 272.90K Increased by +28.00% | Jun 30, 24 |
| 12 | North Reef Capital Management LP | 931.89K (1.66%) | -488.11K Decreased by -52.38% | Jun 30, 24 |
| 13 | Azora Capital LP | 905.45K (1.62%) | 60.57K Increased by +6.69% | Sep 30, 24 |
| 14 | Amvescap Plc. | 860.12K (1.53%) | 243.05K Increased by +28.26% | Sep 30, 24 |
| 15 | Northern Trust Corp | 764.70K (1.36%) | -8.03K Decreased by -1.05% | Sep 30, 24 |
| 16 | Polaris Capital Management, LLC | 707.41K (1.26%) | -13.40K Decreased by -1.89% | Sep 30, 24 |
| 17 | Reinhart Mahoney Capital Management Inc | 682.14K (1.22%) | 36.28K Increased by +5.32% | Sep 30, 24 |
| 18 | Bank of New York Mellon Corp | 630.89K (1.13%) | -85.61K Decreased by -13.57% | Sep 30, 24 |
| 19 | Tamar Securities, LLC | 608.67K (1.09%) | 6.53K Increased by +1.07% | Dec 31, 24 |
| 20 | NORGES BANK | 587.59K (1.05%) | -2.56K Decreased by -0.43% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.76M (3.14%) | 2.06K Increased by +0.12% | Dec 31, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.74M (3.10%) | 5.76K Increased by +0.33% | Dec 31, 24 |
| 3 | iShares Russell 2000 ETF | 1.48M (2.64%) | -5.67K Decreased by -0.38% | Dec 31, 24 |
| 4 | Vanguard Small Cap Index | 1.43M (2.54%) | 13.94K Increased by +0.98% | Dec 31, 24 |
| 5 | Schwab US Dividend Equity ETF™ | 1.36M (2.42%) | 1.43K Increased by +0.11% | Dec 31, 24 |
| 6 | First Trust SMID Cp Rising Div Achv ETF | 1.26M (2.24%) | 2.65K Increased by +0.21% | Dec 30, 24 |
| 7 | Avantis US Small Cap Value ETF | 1.08M (1.94%) | 388.00 Increased by +0.04% | Dec 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 946.40K (1.69%) | -8.81K Decreased by -0.93% | Dec 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 807.20K (1.44%) | 10.68K Increased by +1.32% | Dec 31, 24 |
| 10 | DFA US Targeted Value I | 603.12K (1.08%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 11 | DFA US Small Cap Value I | 595.66K (1.06%) | -17.91K Decreased by -3.01% | Nov 30, 24 |
| 12 | Polaris Capital Mgt Polaris Glbl Eq | 556.11K (0.99%) | -5.40K Decreased by -0.97% | Sep 30, 24 |
| 13 | Fidelity Small Cap Index | 553.72K (0.99%) | 1.99K Increased by +0.36% | Oct 31, 24 |
| 14 | Fidelity® Small Cap Index | 519.25K (0.93%) | 14.74K Increased by +2.84% | Oct 31, 23 |
| 15 | iShares Russell 2000 Value ETF | 518.16K (0.92%) | -14.49K Decreased by -2.80% | Dec 31, 24 |
| 16 | Dimensional US Targeted Value ETF | 503.95K (0.90%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 17 | DFA US Small Cap I | 460.63K (0.82%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 18 | SPDR® S&P MIDCAP 400 ETF Trust | 446.02K (0.80%) | 12.37K Increased by +2.77% | Dec 31, 24 |
| 19 | Invesco S&P MidCap Quality ETF | 421.40K (0.75%) | 1.35K Increased by +0.32% | Nov 29, 24 |
| 20 | Boston Trust Walden Small Cap | 409.93K (0.73%) | 52.68K Increased by +12.85% | Dec 31, 24 |