| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 1.33M (10.86%) | -2.16K Decreased by -0.16% | Jun 30, 24 |
| 2 | T. Rowe Price Investment Management,Inc. | 1.12M (9.21%) | 43.55K Increased by +3.87% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 888.23K (7.28%) | 16.04K Increased by +1.81% | Sep 30, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 674.24K (5.52%) | -6.09K Decreased by -0.90% | Sep 30, 24 |
| 5 | State Street Corporation | 604.84K (4.96%) | -4.71K Decreased by -0.78% | Mar 31, 24 |
| 6 | State Street Corp | 590.23K (4.84%) | -14.61K Decreased by -2.48% | Jun 30, 24 |
| 7 | Nuveen Asset Management, LLC | 525.61K (4.31%) | 8.23K Increased by +1.57% | Jun 30, 24 |
| 8 | Boston Partners Global Investors, Inc | 442.23K (3.62%) | -20.24K Decreased by -4.58% | Jun 30, 24 |
| 9 | Charles Schwab Investment Management Inc | 415.72K (3.41%) | 7.09K Increased by +1.70% | Sep 30, 24 |
| 10 | Morgan Stanley - Brokerage Accounts | 406.15K (3.33%) | -21.77K Decreased by -5.36% | Jun 30, 24 |
| 11 | Geode Capital Management, LLC | 340.31K (2.79%) | 23.13K Increased by +6.80% | Jun 30, 24 |
| 12 | Millennium Management LLC | 290.27K (2.38%) | 47.19K Increased by +16.26% | Dec 31, 23 |
| 13 | HSBC Holdings PLC | 231.93K (1.90%) | -48.88K Decreased by -21.08% | Jun 30, 24 |
| 14 | Goldman Sachs Group Inc | 225.29K (1.85%) | 39.40K Increased by +17.49% | Jun 30, 24 |
| 15 | Stieven Capital Advisors, L.p. | 177.44K (1.45%) | -12.60K Decreased by -7.10% | Jun 30, 24 |
| 16 | Northern Trust Corp | 175.27K (1.44%) | -4.29K Decreased by -2.44% | Sep 30, 24 |
| 17 | LSV Asset Management | 167.23K (1.37%) | -4.10K Decreased by -2.45% | Sep 30, 24 |
| 18 | Bank of New York Mellon Corp | 159.50K (1.31%) | -1.38K Decreased by -0.86% | Jun 30, 24 |
| 19 | JPMorgan Chase & Co | 150.13K (1.23%) | -27.45K Decreased by -18.29% | Jun 30, 24 |
| 20 | Phocas Financial Corp | 144.31K (1.18%) | -2.73K Decreased by -1.90% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 786.85K (6.45%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | T. Rowe Price Small-Cap Value | 659.38K (5.40%) | -5.96K Decreased by -0.90% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 390.92K (3.20%) | 567.00 Increased by +0.15% | Oct 31, 24 |
| 4 | T. Rowe Price U.S. SC Value Eq Tr-Z | 350.84K (2.87%) | 27.38K Increased by +7.80% | Sep 30, 24 |
| 5 | Schwab US Dividend Equity ETF™ | 302.81K (2.48%) | 240.00 Increased by +0.08% | Oct 31, 24 |
| 6 | iShares Russell 2000 ETF | 200.05K (1.64%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 196.59K (1.61%) | 984.00 Increased by +0.50% | Sep 30, 24 |
| 8 | CREF Stock R1 | 193.97K (1.59%) | 0.00 Increased by 0.00% | Aug 31, 24 |
| 9 | Fidelity® Small Cap Index | 130.80K (1.07%) | 4.10K Increased by +3.14% | Oct 31, 23 |
| 10 | Fidelity Small Cap Index | 127.81K (1.05%) | -3.52K Decreased by -2.75% | Aug 31, 24 |
| 11 | Phocas Small Cap Value Equity | 124.88K (1.02%) | -2.73K Decreased by -2.19% | Jun 30, 24 |
| 12 | iShares S&P Small-Cap 600 Growth ETF | 120.56K (0.99%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 13 | DFA US Micro Cap I | 120.50K (0.99%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 14 | SPDR® Portfolio S&P 600 Sm Cap ETF | 112.11K (0.92%) | 115.00 Increased by +0.10% | Mar 28, 24 |
| 15 | DFA US Targeted Value I | 111.27K (0.91%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 16 | SPDR® S&P Regional Banking ETF | 111.04K (0.91%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 17 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 110.99K (0.91%) | 840.00 Increased by +0.76% | Oct 31, 24 |
| 18 | Avantis US Small Cap Value ETF | 108.04K (0.89%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 19 | Nuveen Small Cap Value Equity | 98.06K (0.80%) | -2.87K Decreased by -2.93% | Dec 31, 23 |
| 20 | Nuveen Small Cap Value I | 98.06K (0.80%) | -2.87K Decreased by -2.93% | Dec 31, 23 |