| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.19M (18.63%) | 125.61K Increased by +2.42% | Dec 31, 23 |
| 2 | Vanguard Group Inc | 3.05M (10.96%) | -65.08K Decreased by -2.13% | Dec 31, 23 |
| 3 | Gamco Investors, Inc. Et Al | 2.49M (8.92%) | -2.15K Decreased by -0.09% | Dec 31, 23 |
| 4 | State Street Corporation | 1.48M (5.33%) | -20.82K Decreased by -1.40% | Dec 31, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 1.32M (4.75%) | 15.66K Increased by +1.18% | Dec 31, 23 |
| 6 | DePrince Race & Zollo Inc | 1.17M (4.18%) | -88.43K Decreased by -7.59% | Dec 31, 23 |
| 7 | Gabelli Funds LLC | 926.90K (3.33%) | -1.60K Decreased by -0.17% | Dec 31, 23 |
| 8 | Cardinal Capital Management Llc | 816.15K (2.93%) | -183.74K Decreased by -22.51% | Dec 31, 23 |
| 9 | Geode Capital Management, LLC | 607.95K (2.18%) | 29.80K Increased by +4.90% | Dec 31, 23 |
| 10 | Charles Schwab Investment Management Inc | 538.15K (1.93%) | -23.00 Decreased by -0.00% | Dec 31, 23 |
| 11 | Morgan Stanley - Brokerage Accounts | 480.58K (1.72%) | -41.67K Decreased by -8.67% | Dec 31, 23 |
| 12 | Bank of New York Mellon Corp | 344.34K (1.24%) | -109.88K Decreased by -31.91% | Dec 31, 23 |
| 13 | Amvescap Plc. | 338.05K (1.21%) | 1.69K Increased by +0.50% | Dec 31, 23 |
| 14 | Northern Trust Corp | 295.70K (1.06%) | 4.48K Increased by +1.52% | Dec 31, 23 |
| 15 | Millennium Management LLC | 271.50K (0.97%) | -124.99K Decreased by -46.04% | Sep 30, 23 |
| 16 | Citadel Advisors Llc | 270.95K (0.97%) | 3.81K Increased by +1.41% | Sep 30, 23 |
| 17 | Royce & Associates, LP | 222.30K (0.80%) | -1.10K Decreased by -0.49% | Dec 31, 23 |
| 18 | Kennedy Capital Management Inc | 212.77K (0.76%) | 137.71K Increased by +64.72% | Dec 31, 23 |
| 19 | Goldman Sachs Group Inc | 174.23K (0.62%) | 32.00K Increased by +18.37% | Dec 31, 23 |
| 20 | JPMorgan Chase & Co | 156.59K (0.56%) | -32.97K Decreased by -21.05% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.92M (6.89%) | 2.74K Increased by +0.14% | Mar 28, 24 |
| 2 | 1290 VT GAMCO Small Company Value IB | 1.20M (4.30%) | -5.00K Decreased by -0.42% | Mar 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 933.00K (3.35%) | 117.57K Increased by +12.60% | Mar 31, 24 |
| 4 | Vanguard Small Cap Index | 724.05K (2.60%) | -4.38K Decreased by -0.61% | Mar 31, 24 |
| 5 | iShares Russell 2000 ETF | 687.66K (2.47%) | 333.00 Increased by +0.05% | Mar 28, 24 |
| 6 | Gabelli Small Cap Growth AAA | 670.50K (2.41%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 7 | SPDR® S&P Aerospace & Defense ETF | 512.75K (1.84%) | 0.00 Increased by 0.00% | Mar 28, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 485.00K (1.74%) | -11.54K Decreased by -2.38% | Mar 31, 24 |
| 9 | Cardinal Capital SMID Cap Value Equity | 459.47K (1.65%) | -64.13K Decreased by -13.96% | Mar 31, 24 |
| 10 | American Beacon Small Cp Val R5 | 437.31K (1.57%) | -22.67K Decreased by -5.18% | Dec 31, 23 |
| 11 | iShares US Aerospace & Defense ETF | 422.72K (1.52%) | -458.00 Decreased by -0.11% | Mar 28, 24 |
| 12 | Vanguard Institutional Extnd Mkt Idx Tr | 414.82K (1.49%) | 5.51K Increased by +1.33% | Mar 31, 24 |
| 13 | First Trust Merger Arbitrage Cl I | 406.67K (1.46%) | 406.67K Increased by +100.00% | Mar 31, 24 |
| 14 | iShares S&P Small-Cap 600 Value ETF | 348.71K (1.25%) | -3.48K Decreased by -1.00% | Mar 28, 24 |
| 15 | Fidelity Small Cap Index | 287.06K (1.03%) | 3.37K Increased by +1.18% | Feb 29, 24 |
| 16 | Fidelity® Small Cap Index | 271.74K (0.97%) | 7.69K Increased by +2.83% | Oct 31, 23 |
| 17 | iShares Russell 2000 Value ETF | 265.00K (0.95%) | -168.00 Decreased by -0.06% | Mar 28, 24 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 251.86K (0.90%) | 255.00 Increased by +0.10% | Mar 28, 24 |
| 19 | AQR Diversified Arbitrage I | 237.81K (0.85%) | 237.81K Increased by +100.00% | Mar 31, 24 |
| 20 | Schwab Fundamental US Small Company ETF | 222.26K (0.80%) | 885.00 Increased by +0.40% | Mar 29, 24 |