| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.65M (20.99%) | -137.39K Decreased by -2.95% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 2.54M (11.47%) | -48.22K Decreased by -1.90% | Dec 31, 24 |
| 3 | HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS | 1.56M (7.05%) | 781.27K Increased by +49.99% | Dec 31, 24 |
| 4 | State Street Corporation | 1.39M (6.27%) | -119.60K Decreased by -8.62% | Mar 31, 24 |
| 5 | State Street Corp | 1.32M (5.97%) | -23.88K Decreased by -1.81% | Sep 30, 24 |
| 6 | T. Rowe Price Investment Management,Inc. | 1.17M (5.27%) | 103.05K Increased by +8.83% | Dec 31, 23 |
| 7 | Copeland Capital Management, LLC | 909.76K (4.11%) | 8.07K Increased by +0.89% | Dec 31, 24 |
| 8 | Starwood Capital Grp MGT, L.l.c. | 653.35K (2.95%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Goldman Sachs Group Inc | 616.70K (2.78%) | -49.29K Decreased by -7.99% | Sep 30, 24 |
| 10 | Geode Capital Management, LLC | 576.08K (2.60%) | 2.74K Increased by +0.48% | Sep 30, 24 |
| 11 | Morgan Stanley - Brokerage Accounts | 493.50K (2.23%) | -280.14K Decreased by -56.77% | Sep 30, 24 |
| 12 | Deutsche Bank AG | 371.78K (1.68%) | 206.54K Increased by +55.55% | Sep 30, 24 |
| 13 | Northern Trust Corp | 367.51K (1.66%) | 7.92K Increased by +2.15% | Sep 30, 24 |
| 14 | Dimensional Fund Advisors, Inc. | 341.47K (1.54%) | -3.81K Decreased by -1.12% | Dec 31, 24 |
| 15 | Charles Schwab Investment Management Inc | 338.51K (1.53%) | 5.83K Increased by +1.72% | Dec 31, 24 |
| 16 | ProShare Advisors LLC | 319.51K (1.44%) | 319.51K Increased by +100.00% | Sep 30, 24 |
| 17 | Long Pond Capital, LP | 284.89K (1.29%) | -329.46K Decreased by -115.65% | Sep 30, 24 |
| 18 | Peregrine Capital Management,LLC | 271.97K (1.23%) | 5.41K Increased by +1.99% | Sep 30, 23 |
| 19 | DigitalBridge Group Inc | 263.75K (1.19%) | -233.75K Decreased by -88.63% | Jun 30, 24 |
| 20 | Millennium Management LLC | 238.30K (1.08%) | 51.89K Increased by +21.77% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.42M (6.42%) | 6.32K Increased by +0.44% | Jan 31, 25 |
| 2 | Vanguard Real Estate Index Investor | 880.95K (3.98%) | -623.00 Decreased by -0.07% | Dec 31, 24 |
| 3 | T. Rowe Price Small-Cap Value | 715.20K (3.23%) | 59.50K Increased by +8.32% | Dec 31, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 681.03K (3.07%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 5 | iShares Russell 2000 ETF | 618.01K (2.79%) | -4.70K Decreased by -0.76% | Jan 31, 25 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 341.31K (1.54%) | 7.88K Increased by +2.31% | Dec 31, 24 |
| 7 | T. Rowe Price U.S. SC Value Eq Tr-Z | 317.99K (1.44%) | 31.10K Increased by +9.78% | Dec 31, 23 |
| 8 | Fidelity Small Cap Index | 237.36K (1.07%) | -3.71K Decreased by -1.56% | Nov 30, 24 |
| 9 | iShares S&P Small-Cap 600 Value ETF | 226.12K (1.02%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 10 | Fidelity® Small Cap Index | 222.39K (1.00%) | 6.72K Increased by +3.02% | Oct 31, 23 |
| 11 | iShares Russell 2000 Value ETF | 210.39K (0.95%) | 286.00 Increased by +0.14% | Jan 31, 25 |
| 12 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 204.73K (0.92%) | 74.00 Increased by +0.04% | Jan 31, 25 |
| 13 | iShares S&P Small-Cap 600 Growth ETF | 204.44K (0.92%) | -216.00 Decreased by -0.11% | Jan 31, 25 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 202.98K (0.92%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 15 | Highland Opportunities and Income Ord | 200.05K (0.90%) | 2.32K Increased by +1.16% | Sep 30, 24 |
| 16 | Highland Global Allocation A | 184.81K (0.83%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 17 | Invesco KBW Premium Yield Eq REIT ETF | 183.15K (0.83%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | ProShares Russell 2000 Dividend Growers | 169.13K (0.76%) | 0.00 Increased by 0.00% | Jan 31, 25 |
| 19 | Vanguard Tax-Managed Small Cap Adm | 164.87K (0.74%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 20 | Vanguard Real Estate II Index | 146.99K (0.66%) | 1.07K Increased by +0.73% | Dec 31, 24 |