| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 1.45M (2.10%) | -8.96K Decreased by -0.62% | Dec 31, 23 |
| 2 | Gamco Investors, Inc. Et Al | 1.11M (1.61%) | -15.30K Decreased by -1.37% | Dec 31, 23 |
| 3 | Vanguard Group Inc | 861.50K (1.24%) | -2.92K Decreased by -0.34% | Dec 31, 23 |
| 4 | BlackRock Inc | 657.88K (0.95%) | 33.57K Increased by +5.10% | Dec 31, 23 |
| 5 | Gabelli Funds LLC | 563.25K (0.81%) | -250.00 Decreased by -0.04% | Dec 31, 23 |
| 6 | Renaissance Technologies Corp | 432.35K (0.62%) | -17.55K Decreased by -4.06% | Dec 31, 23 |
| 7 | Private Management Group Inc | 326.06K (0.47%) | -37.56K Decreased by -11.52% | Dec 31, 23 |
| 8 | Cullen/Frost Bankers Inc | 255.97K (0.37%) | -1.00 Decreased by -0.00% | Sep 30, 23 |
| 9 | State Street Corporation | 225.69K (0.33%) | 6.98K Increased by +3.09% | Dec 31, 23 |
| 10 | Teton Advisors Inc | 90.50K (0.13%) | -21.85K Decreased by -24.14% | Dec 31, 23 |
| 11 | Northern Trust Corp | 79.64K (0.12%) | -2.62K Decreased by -3.29% | Dec 31, 23 |
| 12 | Charles Schwab Investment Management Inc | 72.69K (0.10%) | 3.50K Increased by +4.81% | Dec 31, 23 |
| 13 | Bridgeway Capital Management, LLC | 69.61K (0.10%) | -27.97K Decreased by -40.18% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 61.97K (0.09%) | 29.24K Increased by +47.19% | Dec 31, 23 |
| 15 | Goldman Sachs Group Inc | 61.62K (0.09%) | 30.57K Increased by +49.62% | Dec 31, 23 |
| 16 | Vista Investment Management, LLC | 57.82K (0.08%) | -665.00 Decreased by -1.15% | Dec 31, 23 |
| 17 | Nuveen Asset Management, LLC | 39.80K (0.06%) | 255.00 Increased by +0.64% | Dec 31, 23 |
| 18 | Geode Capital Management, LLC | 38.69K (0.06%) | 837.00 Increased by +2.16% | Dec 31, 23 |
| 19 | Royal Bank of Canada | 37.72K (0.05%) | -2.23K Decreased by -5.92% | Sep 30, 23 |
| 20 | Morgan Stanley - Brokerage Accounts | 36.05K (0.05%) | 14.32K Increased by +39.73% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Morningstar US Dividend Growth SMA | 7.43M (10.73%) | 7.43M Increased by +100.00% | Dec 31, 23 |
| 2 | 1290 VT GAMCO Small Company Value IB | 1.08M (1.56%) | -1.80K Decreased by -0.17% | Feb 29, 24 |
| 3 | DFA US Small Cap Value I | 620.77K (0.90%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 4 | Gabelli Small Cap Growth AAA | 482.00K (0.70%) | -250.00 Decreased by -0.05% | Dec 31, 23 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 367.06K (0.53%) | -5.70K Decreased by -1.55% | Feb 29, 24 |
| 6 | iShares Russell 2000 ETF | 226.41K (0.33%) | 108.00 Increased by +0.05% | Mar 28, 24 |
| 7 | DFA US Micro Cap I | 203.49K (0.29%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 194.00K (0.28%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 9 | Vanguard Small Cap Index | 120.87K (0.17%) | 5.01K Increased by +4.15% | Mar 31, 24 |
| 10 | DFA US Small Cap I | 117.25K (0.17%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 11 | Dimensional US Targeted Value ETF | 114.62K (0.17%) | 0.00 Increased by 0.00% | Mar 29, 24 |
| 12 | Vanguard Small Cap Value Index Inv | 110.59K (0.16%) | -13.80K Decreased by -12.48% | Mar 31, 24 |
| 13 | TETON Westwood Mighty Mites AAA | 90.50K (0.13%) | -21.85K Decreased by -24.14% | Dec 31, 23 |
| 14 | iShares Russell 2000 Value ETF | 86.89K (0.13%) | -55.00 Decreased by -0.06% | Mar 28, 24 |
| 15 | DFA US Targeted Value I | 79.27K (0.11%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 16 | Bridgeway Omni Small-Cap Value | 69.61K (0.10%) | -9.00K Decreased by -12.93% | Sep 30, 23 |
| 17 | Bridgeway Omni Small-Cap Value N | 69.61K (0.10%) | -9.00K Decreased by -12.93% | Sep 30, 23 |
| 18 | Gabelli Dividend & Income | 56.25K (0.08%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | State St Russell Sm/Mid Cp® Indx NL Cl C | 55.38K (0.08%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 20 | Schwab US Small-Cap ETF™ | 40.85K (0.06%) | 0.00 Increased by 0.00% | Mar 29, 24 |