| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Magnolia Group, LLC | 2.98M (22.20%) | 358.74K Increased by +12.02% | Dec 31, 23 |
| 2 | BlackRock Inc | 1.59M (11.85%) | 140.44K Increased by +8.82% | Dec 31, 23 |
| 3 | RPD Fund Management LLC | 1.10M (8.20%) | -43.59K Decreased by -3.95% | Sep 30, 23 |
| 4 | Hotchkis & Wiley Capital Management LLC | 1.06M (7.87%) | 334.29K Increased by +31.60% | Dec 31, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 1.05M (7.80%) | -145.82K Decreased by -13.91% | Dec 31, 23 |
| 6 | Vanguard Group Inc | 1.03M (7.64%) | -838.68K Decreased by -81.66% | Dec 31, 23 |
| 7 | Renaissance Technologies Corp | 811.10K (6.04%) | -138.70K Decreased by -17.10% | Dec 31, 23 |
| 8 | Confluence Investment Management LLC | 516.44K (3.84%) | -117.31K Decreased by -22.71% | Sep 30, 23 |
| 9 | State Street Corporation | 396.85K (2.95%) | 6.63K Increased by +1.67% | Dec 31, 23 |
| 10 | Geode Capital Management, LLC | 384.33K (2.86%) | -18.54K Decreased by -4.82% | Dec 31, 23 |
| 11 | Balyasny Asset Management LLC | 352.51K (2.62%) | 241.82K Increased by +68.60% | Dec 31, 23 |
| 12 | BMO Capital Markets Corp. | 350.50K (2.61%) | 350.50K Increased by +100.00% | Sep 30, 23 |
| 13 | Bank of Montreal | 350.50K (2.61%) | 350.50K Increased by +100.00% | Sep 30, 23 |
| 14 | Arrowstreet Capital Limited Partnership | 331.90K (2.47%) | 210.54K Increased by +63.44% | Dec 31, 23 |
| 15 | American Century Companies Inc | 318.70K (2.37%) | 48.24K Increased by +15.14% | Dec 31, 23 |
| 16 | GRATIA CAPITAL, LLC | 307.76K (2.29%) | 307.76K Increased by +100.00% | Sep 30, 23 |
| 17 | AQR Capital Management LLC | 289.66K (2.16%) | 28.90K Increased by +9.98% | Dec 31, 23 |
| 18 | D. E. Shaw & Co LP | 274.25K (2.04%) | 274.25K Increased by +100.00% | Sep 30, 23 |
| 19 | Morgan Stanley - Brokerage Accounts | 243.60K (1.81%) | 172.99K Increased by +71.01% | Dec 31, 23 |
| 20 | Ameriprise Financial Inc | 222.50K (1.66%) | 145.48K Increased by +65.39% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Real Estate Index Investor | 744.05K (5.54%) | -6.50K Decreased by -0.87% | Nov 30, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 520.12K (3.87%) | 794.00 Increased by +0.15% | Mar 31, 24 |
| 3 | iShares Russell 2000 ETF | 438.10K (3.26%) | -3.48K Decreased by -0.79% | Apr 30, 24 |
| 4 | Confluence All Cap Value | 325.66K (2.42%) | -90.72K Decreased by -27.86% | Sep 30, 23 |
| 5 | Vanguard Institutional Extnd Mkt Idx Tr | 298.48K (2.22%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 6 | Hotchkis & Wiley Sm Cp Divers Val I | 278.30K (2.07%) | -45.20K Decreased by -16.24% | Dec 31, 23 |
| 7 | Avantis US Small Cap Value ETF | 277.05K (2.06%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 8 | Calvert Floating-Rate Advantage | 268.81K (2.00%) | 268.81K Increased by +100.00% | Sep 30, 23 |
| 9 | DFA US Small Cap Value I | 242.25K (1.80%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 10 | Multi-Manager Small Cap Eq Strat Inst | 221.34K (1.65%) | 49.63K Increased by +22.42% | Dec 31, 23 |
| 11 | Principal SmallCap Value II Instl | 210.02K (1.56%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 12 | Fidelity® Small Cap Index | 186.47K (1.39%) | 20.47K Increased by +10.98% | Oct 31, 23 |
| 13 | Fidelity Small Cap Index | 181.86K (1.35%) | 4.55K Increased by +2.50% | Feb 29, 24 |
| 14 | iShares Russell 2000 Value ETF | 172.09K (1.28%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 15 | PGIM Quant Small Cap value Equity | 134.30K (1.00%) | 24.70K Increased by +18.39% | Mar 31, 24 |
| 16 | PGIM Quant Solutions Small-Cap Val Z | 134.30K (1.00%) | 21.00K Increased by +15.64% | Mar 31, 24 |
| 17 | Confluence Small Cap Value | 118.52K (0.88%) | -6.84K Decreased by -5.77% | Sep 30, 23 |
| 18 | Fidelity Extended Market Index | 111.89K (0.83%) | -88.00 Decreased by -0.08% | Mar 31, 24 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 108.63K (0.81%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 20 | DFA US Targeted Value I | 100.44K (0.75%) | 0.00 Increased by 0.00% | Mar 31, 24 |