| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 6.60M (17.40%) | 105.40K Increased by +1.60% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 5.23M (13.79%) | 30.36K Increased by +0.58% | Sep 30, 24 |
| 3 | State Street Corp | 1.60M (4.21%) | 18.11K Increased by +1.13% | Sep 30, 24 |
| 4 | State Street Corporation | 1.58M (4.16%) | 37.71K Increased by +2.39% | Mar 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 1.01M (2.67%) | -22.31K Decreased by -2.20% | Sep 30, 24 |
| 6 | Geode Capital Management, LLC | 993.36K (2.62%) | -11.59K Decreased by -1.17% | Sep 30, 24 |
| 7 | First Trust Advisors L.P. | 719.51K (1.90%) | 86.43K Increased by +12.01% | Sep 30, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 527.11K (1.39%) | -487.43K Decreased by -92.47% | Sep 30, 24 |
| 9 | Charles Schwab Investment Management Inc | 509.13K (1.34%) | 3.42K Increased by +0.67% | Sep 30, 24 |
| 10 | Gabelli Funds LLC | 474.50K (1.25%) | -24.70K Decreased by -5.21% | Sep 30, 24 |
| 11 | Northern Trust Corp | 474.02K (1.25%) | -94.03K Decreased by -19.84% | Sep 30, 24 |
| 12 | Bank of New York Mellon Corp | 396.15K (1.04%) | -38.85K Decreased by -9.81% | Sep 30, 24 |
| 13 | Millennium Management LLC | 362.39K (0.96%) | 280.83K Increased by +77.49% | Sep 30, 24 |
| 14 | Nuveen Asset Management, LLC | 283.08K (0.75%) | -37.56K Decreased by -13.27% | Sep 30, 24 |
| 15 | Gamco Investors, Inc. Et Al | 263.44K (0.69%) | -10.10K Decreased by -3.83% | Sep 30, 24 |
| 16 | Principal Financial Group Inc | 216.90K (0.57%) | -10.78K Decreased by -4.97% | Sep 30, 24 |
| 17 | Qube Research & Technologies | 204.89K (0.54%) | 194.86K Increased by +95.11% | Sep 30, 24 |
| 18 | Amvescap Plc. | 194.77K (0.51%) | -29.30K Decreased by -15.04% | Sep 30, 24 |
| 19 | LSV Asset Management | 183.82K (0.48%) | -12.20K Decreased by -6.64% | Dec 31, 23 |
| 20 | Goldman Sachs Group Inc | 180.79K (0.48%) | 72.24K Increased by +39.96% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 2.70M (7.12%) | 1.23K Increased by +0.05% | Dec 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.31M (3.45%) | 1.60K Increased by +0.12% | Dec 31, 24 |
| 3 | iShares Russell 2000 ETF | 1.11M (2.93%) | -4.28K Decreased by -0.38% | Dec 31, 24 |
| 4 | Vanguard Small Cap Index | 1.07M (2.81%) | 10.32K Increased by +0.97% | Dec 31, 24 |
| 5 | Vanguard Small Cap Value Index Inv | 707.13K (1.86%) | -6.93K Decreased by -0.98% | Dec 31, 24 |
| 6 | FullerThaler Behavioral Sm-Cp Eq R6 | 677.02K (1.78%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 7 | FullerThaler Behavioral Small-Cap Equity | 677.02K (1.78%) | 0.00 Increased by 0.00% | May 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 636.55K (1.68%) | 12.63K Increased by +1.98% | Dec 31, 24 |
| 9 | First Trust Value Line® Dividend ETF | 564.31K (1.49%) | -264.00 Decreased by -0.05% | Dec 30, 24 |
| 10 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 516.12K (1.36%) | 128.46K Increased by +24.89% | Sep 30, 23 |
| 11 | Fuller & Thaler Behavioral Small-Cap Eq | 516.12K (1.36%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 12 | Fidelity Small Cap Index | 422.86K (1.11%) | 1.59K Increased by +0.38% | Oct 31, 24 |
| 13 | iShares S&P Small-Cap 600 Growth ETF | 410.52K (1.08%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 14 | Fidelity® Small Cap Index | 398.20K (1.05%) | 10.80K Increased by +2.71% | Oct 31, 23 |
| 15 | Gabelli Utilities AAA | 398.00K (1.05%) | -23.00K Decreased by -5.78% | Sep 30, 24 |
| 16 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 380.85K (1.00%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 369.60K (0.97%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | Vanguard Tax-Managed Small Cap Adm | 295.80K (0.78%) | -2.46K Decreased by -0.83% | Dec 31, 24 |
| 19 | DFA US Micro Cap I | 270.82K (0.71%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 252.52K (0.67%) | -4.03K Decreased by -1.60% | Dec 31, 24 |