| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.37M (15.35%) | 58.46K Increased by +2.46% | Dec 31, 23 |
| 2 | Vanguard Group Inc | 1.56M (10.12%) | 16.50K Increased by +1.05% | Dec 31, 23 |
| 3 | Allspring Global Investments Holdings, LLC | 1.38M (8.91%) | -11.86K Decreased by -0.86% | Dec 31, 23 |
| 4 | Macquarie Group Ltd | 1.26M (8.16%) | -25.42K Decreased by -2.02% | Dec 31, 23 |
| 5 | Morgan Stanley - Brokerage Accounts | 741.91K (4.80%) | -39.74K Decreased by -5.36% | Dec 31, 23 |
| 6 | State Street Corporation | 575.75K (3.72%) | 28.41K Increased by +4.94% | Dec 31, 23 |
| 7 | Geneva Capital Management | 515.43K (3.33%) | -7.00K Decreased by -1.36% | Mar 31, 24 |
| 8 | Westwood Holdings Group Inc | 443.68K (2.87%) | -11.66K Decreased by -2.63% | Dec 31, 23 |
| 9 | First Trust Advisors L.P. | 421.60K (2.73%) | -6.21K Decreased by -1.47% | Dec 31, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 418.33K (2.71%) | -1.35K Decreased by -0.32% | Dec 31, 23 |
| 11 | Champlain Investment Partners, LLC | 373.39K (2.42%) | -57.45K Decreased by -15.39% | Dec 31, 23 |
| 12 | Geode Capital Management, LLC | 337.71K (2.18%) | 16.83K Increased by +4.98% | Dec 31, 23 |
| 13 | DePrince Race & Zollo Inc | 336.32K (2.18%) | -61.26K Decreased by -18.21% | Dec 31, 23 |
| 14 | Bank of New York Mellon Corp | 254.21K (1.64%) | 6.00 Increased by +0.00% | Dec 31, 23 |
| 15 | Bank of America Corp | 225.25K (1.46%) | 5.68K Increased by +2.52% | Dec 31, 23 |
| 16 | American Century Companies Inc | 222.79K (1.44%) | 18.14K Increased by +8.14% | Dec 31, 23 |
| 17 | Davenport & Company LLC | 217.55K (1.41%) | 23.20K Increased by +10.66% | Mar 31, 24 |
| 18 | Northern Trust Corp | 202.09K (1.31%) | -4.26K Decreased by -2.11% | Dec 31, 23 |
| 19 | Aristotle Capital Boston, LLC | 182.74K (1.18%) | -2.50K Decreased by -1.37% | Dec 31, 23 |
| 20 | Charles Schwab Investment Management Inc | 174.69K (1.13%) | 2.58K Increased by +1.48% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Allspring Special Small Cap Value A | 1.09M (7.06%) | 23.70K Increased by +2.17% | Apr 30, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.04M (6.74%) | 420.00 Increased by +0.04% | Apr 30, 24 |
| 3 | Delaware Small Cap Core I | 531.88K (3.44%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 4 | Macquarie US Small Cap Core Equity | 531.88K (3.44%) | -6.22K Decreased by -1.17% | Mar 31, 24 |
| 5 | First Trust Value Line® Dividend ETF | 391.79K (2.53%) | -332.00 Decreased by -0.08% | Apr 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 369.34K (2.39%) | 1.95K Increased by +0.53% | Mar 31, 24 |
| 7 | Delaware Small Cap Value A | 357.80K (2.31%) | -5.50K Decreased by -1.54% | Mar 31, 24 |
| 8 | iShares Russell 2000 ETF | 349.20K (2.26%) | -2.77K Decreased by -0.79% | Apr 30, 24 |
| 9 | Vanguard Small Cap Index | 297.00K (1.92%) | -1.96K Decreased by -0.66% | Mar 31, 24 |
| 10 | Champlain Small Company Fund, LLC | 276.41K (1.79%) | -310.00 Decreased by -0.11% | Apr 30, 24 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 230.17K (1.49%) | 4.43K Increased by +1.92% | Mar 31, 24 |
| 12 | Davenport Small Cap Focus | 217.19K (1.40%) | 7.67K Increased by +3.53% | Mar 31, 24 |
| 13 | Calvert Small-Cap A | 210.19K (1.36%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | Calvert US Small-Cap Strategy | 210.19K (1.36%) | -36.06K Decreased by -17.16% | Dec 31, 23 |
| 15 | Nationwide Geneva Small Cap Gr Instl Svc | 184.07K (1.19%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 16 | Westwood Mgt SmallCap Value | 174.23K (1.13%) | 46.72K Increased by +26.81% | Mar 31, 24 |
| 17 | Westwood Quality SmallCap Fund Inst | 174.23K (1.13%) | 46.72K Increased by +26.81% | Mar 31, 24 |
| 18 | American Beacon Small Cp Val R5 | 172.61K (1.12%) | -25.89K Decreased by -15.00% | Dec 31, 23 |
| 19 | Vanguard Small Cap Growth Index Inv | 167.92K (1.09%) | 110.00 Increased by +0.07% | Mar 31, 24 |
| 20 | Fidelity Small Cap Index | 154.13K (1.00%) | 1.54K Increased by +1.00% | Feb 29, 24 |