| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.50M (16.54%) | 187.30K Increased by +5.35% | Dec 31, 23 |
| 2 | Vanguard Group Inc | 2.56M (12.12%) | 14.04K Increased by +0.55% | Dec 31, 23 |
| 3 | HighTower Advisors, LLC | 2.05M (9.68%) | -118.64K Decreased by -5.80% | Dec 31, 23 |
| 4 | State Street Corporation | 1.21M (5.73%) | 9.90K Increased by +0.82% | Dec 31, 23 |
| 5 | Dimensional Fund Advisors, Inc. | 1.20M (5.68%) | 31.64K Increased by +2.63% | Dec 31, 23 |
| 6 | First Trust Advisors L.P. | 725.40K (3.43%) | -201.27K Decreased by -27.75% | Dec 31, 23 |
| 7 | Westwood Holdings Group Inc | 689.77K (3.26%) | -58.13K Decreased by -8.43% | Dec 31, 23 |
| 8 | Victory Capital Management Inc. | 516.70K (2.44%) | 507.37K Increased by +98.19% | Dec 31, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 512.97K (2.43%) | 48.93K Increased by +9.54% | Dec 31, 23 |
| 10 | Geode Capital Management, LLC | 453.65K (2.14%) | 23.05K Increased by +5.08% | Dec 31, 23 |
| 11 | DePrince Race & Zollo Inc | 408.28K (1.93%) | 23.69K Increased by +5.80% | Dec 31, 23 |
| 12 | Bank of New York Mellon Corp | 324.70K (1.54%) | 772.00 Increased by +0.24% | Dec 31, 23 |
| 13 | Charles Schwab Investment Management Inc | 323.56K (1.53%) | 25.57K Increased by +7.90% | Dec 31, 23 |
| 14 | NFJ Investment Group, LLC | 310.96K (1.47%) | 136.91K Increased by +44.03% | Dec 31, 23 |
| 15 | SouthernSun Asset Management, LLC | 306.38K (1.45%) | -31.18K Decreased by -10.18% | Dec 31, 23 |
| 16 | Northern Trust Corp | 279.03K (1.32%) | 336.00 Increased by +0.12% | Dec 31, 23 |
| 17 | Allspring Global Investments Holdings, LLC | 177.12K (0.84%) | 1.55K Increased by +0.87% | Dec 31, 23 |
| 18 | JPMorgan Chase & Co | 142.60K (0.67%) | 19.01K Increased by +13.33% | Dec 31, 23 |
| 19 | NORGES BANK | 136.11K (0.64%) | -76.38K Decreased by -56.12% | Dec 31, 23 |
| 20 | Amvescap Plc. | 133.05K (0.63%) | 1.81K Increased by +1.36% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.44M (6.79%) | -5.19K Decreased by -0.36% | Mar 28, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 669.27K (3.16%) | 3.57K Increased by +0.53% | Mar 31, 24 |
| 3 | First Trust Value Line® Dividend ETF | 651.90K (3.08%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 4 | Vanguard Small Cap Index | 542.48K (2.56%) | -5.36K Decreased by -0.99% | Mar 31, 24 |
| 5 | iShares Russell 2000 ETF | 521.70K (2.47%) | 252.00 Increased by +0.05% | Mar 28, 24 |
| 6 | Victory Small Cap Value CIT (Net 75) | 520.00K (2.46%) | 150.00K Increased by +28.85% | Mar 31, 24 |
| 7 | Victory Sycamore Small Company Opp R | 520.00K (2.46%) | 150.00K Increased by +28.85% | Mar 31, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 365.65K (1.73%) | -7.00K Decreased by -1.91% | Mar 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 318.34K (1.51%) | 4.50K Increased by +1.41% | Mar 31, 24 |
| 10 | SPDR® S&P Dividend ETF | 298.92K (1.41%) | 4.04K Increased by +1.35% | Mar 31, 24 |
| 11 | Westwood Mgt SmallCap Value | 267.40K (1.26%) | 13.13K Increased by +4.91% | Mar 31, 24 |
| 12 | Westwood Quality SmallCap Fund Inst | 267.40K (1.26%) | 13.13K Increased by +4.91% | Mar 31, 24 |
| 13 | iShares S&P Small-Cap 600 Value ETF | 261.77K (1.24%) | -1.83K Decreased by -0.70% | Mar 28, 24 |
| 14 | SouthernSun Small Cap | 254.59K (1.20%) | -42.74K Decreased by -16.79% | Mar 31, 24 |
| 15 | Fidelity Small Cap Index | 215.15K (1.02%) | 3.19K Increased by +1.48% | Jan 31, 24 |
| 16 | Fidelity® Small Cap Index | 205.14K (0.97%) | 5.80K Increased by +2.83% | Oct 31, 23 |
| 17 | DFA US Targeted Value I | 197.18K (0.93%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 187.95K (0.89%) | 195.00 Increased by +0.10% | Mar 28, 24 |
| 19 | AllianzGI MA Mid Cap Value | 183.89K (0.87%) | -9.51K Decreased by -5.17% | Mar 31, 24 |
| 20 | Virtus NFJ Mid-Cap Value C | 183.89K (0.87%) | -1.88K Decreased by -1.02% | Mar 31, 24 |