| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.54M (10.41%) | 102.35K Increased by +2.26% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 2.76M (6.33%) | 64.38K Increased by +2.33% | Sep 30, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 2.62M (6.00%) | 144.90K Increased by +5.54% | Sep 30, 24 |
| 4 | North Reef Capital Management LP | 2.23M (5.11%) | 125.00K Increased by +5.62% | Sep 30, 24 |
| 5 | State Street Corp | 1.47M (3.38%) | 100.80K Increased by +6.85% | Jun 30, 24 |
| 6 | State Street Corporation | 1.37M (3.15%) | 70.89K Increased by +5.17% | Mar 31, 24 |
| 7 | Amvescap Plc. | 1.36M (3.13%) | -70.79K Decreased by -5.20% | Dec 31, 23 |
| 8 | Macquarie Group Ltd | 1.24M (2.84%) | -36.52K Decreased by -2.95% | Jun 30, 24 |
| 9 | Morgan Stanley - Brokerage Accounts | 1.10M (2.53%) | 342.70K Increased by +31.12% | Jun 30, 24 |
| 10 | Geode Capital Management, LLC | 1.04M (2.38%) | 40.53K Increased by +3.91% | Jun 30, 24 |
| 11 | Systematic Financial Management LP | 904.43K (2.08%) | 97.26K Increased by +10.75% | Jun 30, 24 |
| 12 | American Century Companies Inc | 886.73K (2.03%) | 111.48K Increased by +12.57% | Sep 30, 24 |
| 13 | Massachusetts Financial Services Company | 807.94K (1.85%) | 75.60K Increased by +9.36% | Sep 30, 24 |
| 14 | Victory Capital Management Inc. | 799.84K (1.84%) | 104.97K Increased by +13.12% | Sep 30, 24 |
| 15 | Wellington Management Company LLP | 697.90K (1.60%) | 364.81K Increased by +52.27% | Jun 30, 24 |
| 16 | Charles Schwab Investment Management Inc | 679.92K (1.56%) | 11.12K Increased by +1.64% | Sep 30, 24 |
| 17 | T. Rowe Price Investment Management,Inc. | 660.53K (1.52%) | -2.03M Decreased by -306.91% | Mar 31, 24 |
| 18 | Franklin Resources Inc | 655.91K (1.51%) | 635.51K Increased by +96.89% | Jun 30, 24 |
| 19 | Hotchkis & Wiley Capital Management LLC | 571.75K (1.31%) | 48.62K Increased by +8.50% | Jun 30, 24 |
| 20 | Goldman Sachs Group Inc | 508.91K (1.17%) | 161.99K Increased by +31.83% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 1.35M (3.09%) | -12.95K Decreased by -0.96% | Oct 31, 24 |
| 2 | Invesco High Yield Eq Div Achiev™ ETF | 1.24M (2.85%) | -9.40K Decreased by -0.76% | Jan 31, 24 |
| 3 | iShares Russell 2000 ETF | 1.20M (2.75%) | -2.70K Decreased by -0.23% | Oct 31, 24 |
| 4 | Delaware Small Cap Value A | 843.92K (1.94%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Franklin Small Cap Value A | 747.47K (1.72%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Franklin US Small Cap Value Equity | 747.47K (1.72%) | 387.28K Increased by +51.81% | Sep 30, 24 |
| 7 | Avantis US Small Cap Value ETF | 738.80K (1.70%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 695.74K (1.60%) | 870.00 Increased by +0.13% | Sep 30, 24 |
| 9 | DFA US Small Cap Value I | 673.92K (1.55%) | 10.80K Increased by +1.60% | Sep 30, 24 |
| 10 | MFS New Discovery Value I | 615.28K (1.41%) | -6.97K Decreased by -1.13% | Sep 30, 24 |
| 11 | Fidelity Small Cap Index | 452.35K (1.04%) | -10.38K Decreased by -2.29% | Aug 31, 24 |
| 12 | Fidelity® Small Cap Index | 426.54K (0.98%) | 12.65K Increased by +2.97% | Oct 31, 23 |
| 13 | iShares Russell 2000 Value ETF | 425.07K (0.98%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 14 | T. Rowe Price Small-Cap Value | 384.96K (0.88%) | -1.27M Decreased by -328.75% | Mar 31, 24 |
| 15 | Integrity Small-Cap Value Comp | 342.00K (0.78%) | 39.60K Increased by +11.58% | Sep 30, 24 |
| 16 | Victory Integrity Small-Cap Value A | 342.00K (0.78%) | 39.60K Increased by +11.58% | Sep 30, 24 |
| 17 | SPDR® S&P Regional Banking ETF | 325.85K (0.75%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 18 | DFA US Targeted Value I | 318.72K (0.73%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 19 | Macquarie VIP Small Cap Value Series Std | 308.75K (0.71%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 20 | Delaware VIP Small Cap Value Series Std | 302.95K (0.70%) | 0.00 Increased by 0.00% | Feb 29, 24 |