| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 3.20M (11.03%) | -39.80K Decreased by -1.24% | Sep 30, 24 |
| 2 | BlackRock Inc | 2.90M (9.98%) | -69.77K Decreased by -2.41% | Jun 30, 24 |
| 3 | Neuberger Berman Group LLC | 1.50M (5.18%) | -28.43K Decreased by -1.89% | Jun 30, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 1.33M (4.57%) | 175.00 Increased by +0.01% | Sep 30, 24 |
| 5 | LSV Asset Management | 1.29M (4.44%) | -47.66K Decreased by -3.70% | Sep 30, 24 |
| 6 | FMR Inc | 1.18M (4.05%) | -119.10K Decreased by -10.13% | Sep 30, 24 |
| 7 | Charles Schwab Investment Management Inc | 1.08M (3.73%) | 7.12K Increased by +0.66% | Sep 30, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 1.06M (3.65%) | -36.26K Decreased by -3.43% | Jun 30, 24 |
| 9 | State Street Corporation | 988.66K (3.41%) | -3.46K Decreased by -0.35% | Mar 31, 24 |
| 10 | State Street Corp | 962.78K (3.32%) | -25.88K Decreased by -2.69% | Jun 30, 24 |
| 11 | AllianceBernstein L.P. | 912.67K (3.15%) | -94.06K Decreased by -10.31% | Jun 30, 24 |
| 12 | Geode Capital Management, LLC | 743.28K (2.56%) | 22.89K Increased by +3.08% | Jun 30, 24 |
| 13 | Boston Partners Global Investors, Inc | 700.52K (2.41%) | -903.26K Decreased by -128.94% | Sep 30, 23 |
| 14 | Citadel Advisors Llc | 683.86K (2.36%) | 634.25K Increased by +92.75% | Jun 30, 24 |
| 15 | Capital Research Global Investors | 610.12K (2.10%) | 10.48K Increased by +1.72% | Sep 30, 24 |
| 16 | Fuller & Thaler Asset Management Inc | 609.61K (2.10%) | -1.47K Decreased by -0.24% | Sep 30, 24 |
| 17 | Channing Capital Management, LLC | 569.01K (1.96%) | 66.67K Increased by +11.72% | Sep 30, 24 |
| 18 | Pacer Advisors, INC. | 565.33K (1.95%) | -77.08K Decreased by -13.64% | Dec 31, 23 |
| 19 | Goldman Sachs Group Inc | 557.43K (1.92%) | 286.23K Increased by +51.35% | Dec 31, 23 |
| 20 | Copeland Capital Management, LLC | 547.73K (1.89%) | 83.83K Increased by +15.30% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 955.75K (3.29%) | -4.15K Decreased by -0.43% | Oct 31, 24 |
| 2 | iShares Core S&P Mid-Cap ETF | 954.62K (3.29%) | 512.00 Increased by +0.05% | Oct 31, 24 |
| 3 | Neuberger Berman Genesis Inv | 901.30K (3.11%) | -4.26K Decreased by -0.47% | Sep 30, 24 |
| 4 | Pacer US Cash Cows 100 ETF | 785.30K (2.71%) | 1.71K Increased by +0.22% | Apr 30, 24 |
| 5 | Schwab US Dividend Equity ETF™ | 770.22K (2.65%) | 680.00 Increased by +0.09% | Oct 31, 24 |
| 6 | Vanguard Small Cap Index | 768.48K (2.65%) | 1.50K Increased by +0.20% | Oct 31, 24 |
| 7 | FullerThaler Behavioral Sm-Cp Eq R6 | 577.28K (1.99%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | FullerThaler Behavioral Small-Cap Equity | 577.28K (1.99%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 9 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 555.28K (1.91%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Fuller & Thaler Behavioral Small-Cap Eq | 555.28K (1.91%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | American Funds SMALLCAP World A | 531.77K (1.83%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 12 | Vanguard Small Cap Value Index Inv | 519.26K (1.79%) | -180.00 Decreased by -0.03% | Oct 31, 24 |
| 13 | Vanguard Institutional Extnd Mkt Idx Tr | 453.87K (1.56%) | -21.14K Decreased by -4.66% | Sep 30, 24 |
| 14 | Cardinal Capital SMID Cap Value Equity | 406.27K (1.40%) | -56.71K Decreased by -13.96% | Mar 31, 24 |
| 15 | Fidelity Small Cap Value Fund | 396.80K (1.37%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 16 | Fidelity® Small Cap Value | 396.80K (1.37%) | -30.00K Decreased by -7.56% | Oct 31, 23 |
| 17 | DFA US Targeted Value I | 287.91K (0.99%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 18 | Columbia Focused Mid Cap Value | 260.87K (0.90%) | 30.00K Increased by +11.50% | Sep 30, 24 |
| 19 | Columbia Select Mid Cap Value Instl | 260.87K (0.90%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 20 | Fidelity Value | 258.30K (0.89%) | 0.00 Increased by 0.00% | Sep 30, 24 |