Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | BlackRock Inc | 2.42M (13.15%) | 145.42K Increased by +6.01% | Jun 30, 24 |
2 | Vanguard Group Inc | 1.99M (10.79%) | -20.81K Decreased by -1.05% | Sep 30, 24 |
3 | Dimensional Fund Advisors, Inc. | 1.54M (8.39%) | -142.13K Decreased by -9.21% | Sep 30, 24 |
4 | LSV Asset Management | 934.69K (5.08%) | -107.41K Decreased by -11.49% | Sep 30, 24 |
5 | Burgundy Asset Management Ltd | 793.75K (4.31%) | 16.18K Increased by +2.04% | Sep 30, 24 |
6 | Morgan Stanley - Brokerage Accounts | 725.92K (3.94%) | -12.94K Decreased by -1.78% | Jun 30, 24 |
7 | Bank of America Corp | 667.76K (3.63%) | -159.26K Decreased by -23.85% | Jun 30, 24 |
8 | State Street Corporation | 644.62K (3.50%) | 22.94K Increased by +3.56% | Mar 31, 24 |
9 | State Street Corp | 620.42K (3.37%) | -24.19K Decreased by -3.90% | Jun 30, 24 |
10 | Gamco Investors, Inc. Et Al | 424.92K (2.31%) | -3.84K Decreased by -0.90% | Jun 30, 24 |
11 | AQR Capital Management LLC | 417.93K (2.27%) | 99.16K Increased by +23.73% | Jun 30, 24 |
12 | Goldman Sachs Group Inc | 337.86K (1.84%) | 54.92K Increased by +16.25% | Jun 30, 24 |
13 | Geode Capital Management, LLC | 315.72K (1.72%) | 2.39K Increased by +0.76% | Jun 30, 24 |
14 | Amvescap Plc. | 271.64K (1.48%) | 15.32K Increased by +5.64% | Jun 30, 24 |
15 | Bank of New York Mellon Corp | 243.50K (1.32%) | -1.25K Decreased by -0.51% | Jun 30, 24 |
16 | WEDGE Capital Management, LLP | 222.06K (1.21%) | 9.06K Increased by +4.08% | Sep 30, 23 |
17 | American Century Companies Inc | 221.13K (1.20%) | -87.58K Decreased by -39.61% | Sep 30, 24 |
18 | Bruni J V & Co | 196.40K (1.07%) | -17.38K Decreased by -8.85% | Sep 30, 24 |
19 | NORGES BANK | 192.16K (1.04%) | -26.78K Decreased by -13.94% | Dec 31, 23 |
20 | Private Management Group Inc | 189.65K (1.03%) | -3.09K Decreased by -1.63% | Sep 30, 24 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | Vanguard Total Stock Mkt Idx Inv | 636.25K (3.46%) | -3.10K Decreased by -0.49% | Oct 31, 24 |
2 | iShares Core S&P Mid-Cap ETF | 588.39K (3.20%) | 320.00 Increased by +0.05% | Oct 31, 24 |
3 | Vanguard Small Cap Index | 502.23K (2.73%) | 1.00K Increased by +0.20% | Oct 31, 24 |
4 | 1290 VT GAMCO Small Company Value IB | 415.20K (2.26%) | 0.00 Increased by 0.00% | Sep 30, 24 |
5 | Vanguard Small Cap Value Index Inv | 339.40K (1.84%) | -116.00 Decreased by -0.03% | Oct 31, 24 |
6 | DFA US Targeted Value I | 337.37K (1.83%) | -14.95K Decreased by -4.43% | Sep 30, 24 |
7 | Vanguard Institutional Extnd Mkt Idx Tr | 277.69K (1.51%) | -17.12K Decreased by -6.17% | Sep 30, 24 |
8 | Dimensional US Targeted Value ETF | 216.91K (1.18%) | 0.00 Increased by 0.00% | Oct 31, 24 |
9 | DFA US Core Equity 2 I | 187.07K (1.02%) | 0.00 Increased by 0.00% | Sep 30, 24 |
10 | American Century Small Cap Value Inv | 165.00K (0.90%) | -75.00K Decreased by -45.45% | Sep 30, 24 |
11 | American Century U.S. Small Cap Value | 165.00K (0.90%) | -75.00K Decreased by -45.45% | Sep 30, 24 |
12 | DFA US Small Cap Value I | 151.98K (0.83%) | -23.35K Decreased by -15.36% | Nov 30, 23 |
13 | SPDR® S&P MIDCAP 400 ETF Trust | 147.05K (0.80%) | -2.17K Decreased by -1.47% | Oct 31, 24 |
14 | T. Rowe Price Integrated US Sm Gr Eq | 136.50K (0.74%) | 0.00 Increased by 0.00% | Mar 31, 24 |
15 | Horizon Small Cap Institutional | 133.54K (0.73%) | -1.08K Decreased by -0.81% | Jun 30, 24 |
16 | Cambria Shareholder Yield ETF | 128.31K (0.70%) | 27.00K Increased by +21.04% | Mar 28, 24 |
17 | DFA US Core Equity 1 I | 125.60K (0.68%) | 0.00 Increased by 0.00% | Sep 30, 24 |
18 | Burgundy Smaller Companies | 123.14K (0.67%) | 405.00 Increased by +0.33% | Sep 30, 24 |
19 | Burgundy US Small Cap Value Composite | 123.14K (0.67%) | 2.17K Increased by +1.76% | Sep 30, 24 |
20 | State St Russell Sm/Mid Cp® Indx NL Cl C | 117.87K (0.64%) | -4.10K Decreased by -3.48% | Oct 31, 24 |