| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.91M (16.63%) | -20.07K Decreased by -0.41% | Sep 30, 23 |
| 2 | T. Rowe Price Investment Management,Inc. | 4.84M (16.42%) | 112.24K Increased by +2.32% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 3.65M (12.38%) | 61.24K Increased by +1.68% | Sep 30, 23 |
| 4 | Westwood Holdings Group Inc | 2.02M (6.85%) | 527.48K Increased by +26.11% | Sep 30, 23 |
| 5 | Wellington Management Company LLP | 1.34M (4.53%) | 62.15K Increased by +4.65% | Dec 31, 23 |
| 6 | State Street Corporation | 1.32M (4.47%) | 9.92K Increased by +0.75% | Sep 30, 23 |
| 7 | Dimensional Fund Advisors, Inc. | 1.27M (4.29%) | -137.87K Decreased by -10.89% | Dec 31, 23 |
| 8 | Morgan Stanley - Brokerage Accounts | 818.11K (2.77%) | 58.33K Increased by +7.13% | Sep 30, 23 |
| 9 | William Blair Investment Management, LLC | 812.83K (2.76%) | 812.83K Increased by +100.00% | Dec 31, 23 |
| 10 | Aristotle Capital Boston, LLC | 755.42K (2.56%) | -9.46K Decreased by -1.25% | Dec 31, 23 |
| 11 | DePrince Race & Zollo Inc | 751.73K (2.55%) | 204.91K Increased by +27.26% | Dec 31, 23 |
| 12 | Massachusetts Financial Services Company | 730.81K (2.48%) | 3.16K Increased by +0.43% | Dec 31, 23 |
| 13 | Geode Capital Management, LLC | 720.50K (2.44%) | 22.96K Increased by +3.19% | Sep 30, 23 |
| 14 | Pacer Advisors, INC. | 714.52K (2.42%) | 302.56K Increased by +42.34% | Sep 30, 23 |
| 15 | Bank of America Corp | 580.26K (1.97%) | 79.30K Increased by +13.67% | Sep 30, 23 |
| 16 | Charles Schwab Investment Management Inc | 429.07K (1.45%) | 35.49K Increased by +8.27% | Sep 30, 23 |
| 17 | Millennium Management LLC | 411.29K (1.39%) | 188.61K Increased by +45.86% | Sep 30, 23 |
| 18 | Northern Trust Corp | 396.81K (1.35%) | -57.49K Decreased by -14.49% | Sep 30, 23 |
| 19 | Bank of New York Mellon Corp | 394.97K (1.34%) | -10.24K Decreased by -2.59% | Sep 30, 23 |
| 20 | abrdn PLC | 386.65K (1.31%) | -167.19K Decreased by -43.24% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.14M (7.25%) | 1.92K Increased by +0.09% | Jan 31, 24 |
| 2 | T. Rowe Price Small-Cap Value | 1.47M (4.99%) | -6.10K Decreased by -0.41% | Dec 31, 23 |
| 3 | Pacer US Small Cap Cash Cows 100 ETF | 1.37M (4.63%) | 18.86K Increased by +1.38% | Jan 31, 24 |
| 4 | T. Rowe Price Small-Cap Stock | 983.56K (3.33%) | -1.50K Decreased by -0.15% | Dec 31, 23 |
| 5 | T. Rowe Price US Small-Cap Core Equity | 983.56K (3.33%) | -1.50K Decreased by -0.15% | Dec 31, 23 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 979.03K (3.32%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 7 | iShares Russell 2000 ETF | 769.26K (2.61%) | -14.02K Decreased by -1.82% | Jan 31, 24 |
| 8 | Vanguard Small Cap Index | 762.84K (2.59%) | 2.07K Increased by +0.27% | Jan 31, 24 |
| 9 | T. Rowe Price U.S. SC Value Eq Tr-Z | 680.15K (2.31%) | 21.45K Increased by +3.15% | Dec 31, 23 |
| 10 | MFS New Discovery Value I | 568.97K (1.93%) | -15.39K Decreased by -2.71% | Dec 31, 23 |
| 11 | Vanguard Small Cap Value Index Inv | 523.92K (1.78%) | -2.16K Decreased by -0.41% | Jan 31, 24 |
| 12 | T. Rowe Price U.S. SC Core Eq Tr-Z | 483.41K (1.64%) | 1.50K Increased by +0.31% | Dec 31, 23 |
| 13 | T. Rowe Price Instl Small-Cap Stock | 460.89K (1.56%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | Vanguard Institutional Extnd Mkt Idx Tr | 460.60K (1.56%) | 186.00 Increased by +0.04% | Jan 31, 24 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 392.66K (1.33%) | -1.07K Decreased by -0.27% | Jan 31, 24 |
| 16 | William Blair Small Cap Value I | 321.48K (1.09%) | 66.33K Increased by +20.63% | Dec 31, 23 |
| 17 | T. Rowe Price US Smlr Cm Eq A USD | 319.92K (1.08%) | 33.20K Increased by +10.38% | Dec 31, 23 |
| 18 | 1290 VT GAMCO Small Company Value IB | 307.00K (1.04%) | 7.00K Increased by +2.28% | Dec 31, 23 |
| 19 | Fidelity Small Cap Index | 306.88K (1.04%) | 6.52K Increased by +2.12% | Nov 30, 23 |
| 20 | iShares Russell 2000 Value ETF | 301.44K (1.02%) | 561.00 Increased by +0.19% | Dec 29, 23 |