| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.76M (12.11%) | 26.72K Increased by +0.40% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 6.39M (11.45%) | 7.77K Increased by +0.12% | Sep 30, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 3.72M (6.67%) | -102.89K Decreased by -2.77% | Sep 30, 24 |
| 4 | State Street Corp | 2.57M (4.61%) | 163.36K Increased by +6.35% | Jun 30, 24 |
| 5 | State Street Corporation | 2.41M (4.32%) | -16.66K Decreased by -0.69% | Mar 31, 24 |
| 6 | Charles Schwab Investment Management Inc | 2.00M (3.58%) | 55.41K Increased by +2.77% | Sep 30, 24 |
| 7 | Geode Capital Management, LLC | 1.34M (2.40%) | 69.61K Increased by +5.19% | Jun 30, 24 |
| 8 | BTIM Corp | 1.27M (2.27%) | -208.61K Decreased by -16.45% | Sep 30, 24 |
| 9 | American Century Companies Inc | 1.12M (2.00%) | 123.82K Increased by +11.09% | Sep 30, 24 |
| 10 | First Trust Advisors L.P. | 994.49K (1.78%) | 122.29K Increased by +12.30% | Jun 30, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 974.53K (1.75%) | 272.90K Increased by +28.00% | Jun 30, 24 |
| 12 | North Reef Capital Management LP | 931.89K (1.67%) | -488.11K Decreased by -52.38% | Jun 30, 24 |
| 13 | Wellington Management Company LLP | 866.81K (1.55%) | -645.18K Decreased by -74.43% | Jun 30, 24 |
| 14 | Azora Capital LP | 844.88K (1.51%) | 245.66K Increased by +29.08% | Jun 30, 24 |
| 15 | Northern Trust Corp | 764.70K (1.37%) | -8.03K Decreased by -1.05% | Sep 30, 24 |
| 16 | Bank of New York Mellon Corp | 716.50K (1.28%) | 18.85K Increased by +2.63% | Jun 30, 24 |
| 17 | Polaris Capital Management, LLC | 707.41K (1.27%) | -13.40K Decreased by -1.89% | Sep 30, 24 |
| 18 | Reinhart Mahoney Capital Management Inc | 682.14K (1.22%) | 36.28K Increased by +5.32% | Sep 30, 24 |
| 19 | Goldman Sachs Group Inc | 620.57K (1.11%) | 4.97K Increased by +0.80% | Jun 30, 24 |
| 20 | Amvescap Plc. | 617.07K (1.11%) | 165.39K Increased by +26.80% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.76M (3.16%) | -8.24K Decreased by -0.47% | Oct 31, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 1.68M (3.02%) | 912.00 Increased by +0.05% | Oct 31, 24 |
| 3 | iShares Russell 2000 ETF | 1.42M (2.55%) | -3.19K Decreased by -0.22% | Oct 31, 24 |
| 4 | Vanguard Small Cap Index | 1.40M (2.51%) | 2.75K Increased by +0.20% | Oct 31, 24 |
| 5 | Schwab US Dividend Equity ETF™ | 1.32M (2.37%) | 1.16K Increased by +0.09% | Oct 31, 24 |
| 6 | First Trust SMID Cp Rising Div Achv ETF | 1.08M (1.94%) | 3.70K Increased by +0.34% | Oct 31, 24 |
| 7 | Avantis US Small Cap Value ETF | 1.02M (1.82%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 948.44K (1.70%) | -328.00 Decreased by -0.03% | Oct 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 798.90K (1.43%) | -5.44K Decreased by -0.68% | Sep 30, 24 |
| 10 | DFA US Small Cap Value I | 650.05K (1.16%) | -72.79K Decreased by -11.20% | Sep 30, 24 |
| 11 | DFA US Targeted Value I | 604.94K (1.08%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Polaris Capital Mgt Polaris Glbl Eq | 556.11K (1.00%) | -5.40K Decreased by -0.97% | Sep 30, 24 |
| 13 | Fidelity Small Cap Index | 554.31K (0.99%) | -14.57K Decreased by -2.63% | Aug 31, 24 |
| 14 | iShares Russell 2000 Value ETF | 522.94K (0.94%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 15 | Fidelity® Small Cap Index | 519.25K (0.93%) | 14.74K Increased by +2.84% | Oct 31, 23 |
| 16 | Dimensional US Targeted Value ETF | 514.36K (0.92%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 17 | DFA US Small Cap I | 460.63K (0.83%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | T. Rowe Price US Smlr Cm Eq A USD | 424.99K (0.76%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | SPDR® S&P MIDCAP 400 ETF Trust | 420.68K (0.75%) | -6.19K Decreased by -1.47% | Oct 31, 24 |
| 20 | Invesco S&P MidCap Quality ETF | 409.61K (0.73%) | 355.00 Increased by +0.09% | Oct 31, 24 |