| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 5.79M (16.04%) | -128.55K Decreased by -2.22% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 4.63M (12.82%) | 46.49K Increased by +1.00% | Sep 30, 24 |
| 3 | State Street Corporation | 1.48M (4.10%) | 471.15K Increased by +31.78% | Mar 31, 24 |
| 4 | State Street Corp | 1.46M (4.04%) | 7.29K Increased by +0.50% | Sep 30, 24 |
| 5 | Victory Capital Management Inc. | 1.25M (3.46%) | -109.72K Decreased by -8.77% | Sep 30, 24 |
| 6 | T. Rowe Price Investment Management,Inc. | 960.85K (2.66%) | 27.14K Increased by +2.82% | Sep 30, 24 |
| 7 | Geode Capital Management, LLC | 863.71K (2.39%) | 5.80K Increased by +0.67% | Sep 30, 24 |
| 8 | First Trust Advisors L.P. | 781.24K (2.16%) | 775.75K Increased by +99.30% | Mar 31, 24 |
| 9 | Dimensional Fund Advisors, Inc. | 767.39K (2.12%) | -16.01K Decreased by -2.09% | Sep 30, 24 |
| 10 | Charles Schwab Investment Management Inc | 425.46K (1.18%) | 8.63K Increased by +2.03% | Sep 30, 24 |
| 11 | Bank of New York Mellon Corp | 413.97K (1.15%) | -30.08K Decreased by -7.27% | Sep 30, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 368.93K (1.02%) | -283.67K Decreased by -76.89% | Sep 30, 24 |
| 13 | Northern Trust Corp | 368.52K (1.02%) | -2.34K Decreased by -0.64% | Sep 30, 24 |
| 14 | Silvercrest Asset Management Group LLC | 350.61K (0.97%) | -4.25K Decreased by -1.21% | Sep 30, 24 |
| 15 | Gabelli Funds LLC | 278.20K (0.77%) | -6.30K Decreased by -2.26% | Sep 30, 24 |
| 16 | Goldman Sachs Group Inc | 240.25K (0.66%) | 9.49K Increased by +3.95% | Sep 30, 24 |
| 17 | Nuveen Asset Management, LLC | 227.45K (0.63%) | 5.61K Increased by +2.46% | Sep 30, 24 |
| 18 | Legal & General Group PLC | 214.72K (0.59%) | -7.73K Decreased by -3.60% | Sep 30, 24 |
| 19 | JPMorgan Chase & Co | 204.75K (0.57%) | -107.30K Decreased by -52.41% | Mar 31, 24 |
| 20 | Principal Financial Group Inc | 183.89K (0.51%) | -14.10K Decreased by -7.67% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.34M (6.48%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.15M (3.18%) | -8.85K Decreased by -0.77% | Oct 31, 24 |
| 3 | iShares Russell 2000 ETF | 1.02M (2.82%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 4 | Vanguard Small Cap Index | 906.76K (2.51%) | 1.80K Increased by +0.20% | Oct 31, 24 |
| 5 | Victory Small Cap Value CIT (Net 75) | 695.00K (1.92%) | -45.00K Decreased by -6.47% | Sep 30, 24 |
| 6 | Victory Sycamore Small Company Opp R | 695.00K (1.92%) | -45.00K Decreased by -6.47% | Sep 30, 24 |
| 7 | First Trust Value Line® Dividend ETF | 690.98K (1.91%) | -588.00 Decreased by -0.09% | Apr 30, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 612.97K (1.70%) | -212.00 Decreased by -0.03% | Oct 31, 24 |
| 9 | T. Rowe Price Small-Cap Value | 564.54K (1.56%) | -862.00 Decreased by -0.15% | Oct 31, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 545.71K (1.51%) | -4.22K Decreased by -0.77% | Oct 31, 24 |
| 11 | Fidelity Small Cap Index | 370.95K (1.03%) | -1.83K Decreased by -0.49% | Sep 30, 24 |
| 12 | Fidelity® Small Cap Index | 351.95K (0.97%) | 9.80K Increased by +2.78% | Oct 31, 23 |
| 13 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 330.22K (0.91%) | 305.00 Increased by +0.09% | Nov 29, 24 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 320.60K (0.89%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 15 | T. Rowe Price Small-Cap Stock | 317.98K (0.88%) | 12.30K Increased by +3.87% | Dec 31, 23 |
| 16 | T. Rowe Price US Small-Cap Core Equity | 317.98K (0.88%) | 12.30K Increased by +3.87% | Dec 31, 23 |
| 17 | T. Rowe Price U.S. SC Value Eq Tr-Z | 307.92K (0.85%) | 14.15K Increased by +4.60% | Sep 30, 24 |
| 18 | Vanguard Tax-Managed Small Cap Adm | 262.74K (0.73%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 19 | iShares US Infrastructure ETF | 248.44K (0.69%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 20 | DFA US Small Cap I | 231.28K (0.64%) | -2.03K Decreased by -0.88% | Oct 31, 24 |