| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.35M (15.80%) | -61.78K Decreased by -1.85% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 2.53M (11.96%) | -11.84K Decreased by -0.47% | Sep 30, 24 |
| 3 | HighTower Advisors, LLC | 1.69M (7.98%) | -177.47K Decreased by -10.49% | Jun 30, 24 |
| 4 | Dimensional Fund Advisors, Inc. | 1.29M (6.10%) | 12.92K Increased by +1.00% | Sep 30, 24 |
| 5 | State Street Corporation | 1.21M (5.69%) | -6.80K Decreased by -0.56% | Mar 31, 24 |
| 6 | State Street Corp | 1.18M (5.56%) | -27.79K Decreased by -2.36% | Jun 30, 24 |
| 7 | Morgan Stanley - Brokerage Accounts | 910.95K (4.30%) | -100.75K Decreased by -11.06% | Jun 30, 24 |
| 8 | Westwood Holdings Group Inc | 747.14K (3.53%) | 52.94K Increased by +7.09% | Jun 30, 24 |
| 9 | Victory Capital Management Inc. | 699.86K (3.30%) | -21.50K Decreased by -3.07% | Jun 30, 24 |
| 10 | First Trust Advisors L.P. | 563.33K (2.66%) | -112.59K Decreased by -19.99% | Jun 30, 24 |
| 11 | Geode Capital Management, LLC | 482.20K (2.28%) | 18.03K Increased by +3.74% | Jun 30, 24 |
| 12 | DePrince Race & Zollo Inc | 424.17K (2.00%) | 17.36K Increased by +4.09% | Jun 30, 24 |
| 13 | American Century Companies Inc | 396.18K (1.87%) | 184.88K Increased by +46.67% | Sep 30, 24 |
| 14 | Charles Schwab Investment Management Inc | 374.22K (1.77%) | 18.85K Increased by +5.04% | Sep 30, 24 |
| 15 | Bank of New York Mellon Corp | 325.44K (1.54%) | 6.54K Increased by +2.01% | Jun 30, 24 |
| 16 | SouthernSun Asset Management, LLC | 309.45K (1.46%) | 30.70K Increased by +9.92% | Sep 30, 24 |
| 17 | NFJ Investment Group, LLC | 259.86K (1.23%) | -33.80K Decreased by -13.01% | Jun 30, 24 |
| 18 | Northern Trust Corp | 248.98K (1.18%) | -5.13K Decreased by -2.06% | Sep 30, 24 |
| 19 | Gotham Asset Management, LLC | 168.82K (0.80%) | 168.82K Increased by +100.00% | Jun 30, 24 |
| 20 | JPMorgan Chase & Co | 141.83K (0.67%) | -771.00 Decreased by -0.54% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.35M (6.37%) | 1.38K Increased by +0.10% | Oct 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 666.83K (3.15%) | -5.48K Decreased by -0.82% | Oct 31, 24 |
| 3 | First Trust Value Line® Dividend ETF | 616.31K (2.91%) | -288.00 Decreased by -0.05% | Oct 31, 24 |
| 4 | iShares Russell 2000 ETF | 543.12K (2.56%) | -1.22K Decreased by -0.22% | Oct 31, 24 |
| 5 | Vanguard Small Cap Index | 536.74K (2.53%) | 1.05K Increased by +0.20% | Oct 31, 24 |
| 6 | Victory Small Cap Value CIT (Net 75) | 520.00K (2.45%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 7 | Victory Sycamore Small Company Opp R | 520.00K (2.45%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 362.09K (1.71%) | -124.00 Decreased by -0.03% | Oct 31, 24 |
| 9 | Avantis US Small Cap Value ETF | 326.77K (1.54%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 318.40K (1.50%) | -15.43K Decreased by -4.84% | Sep 30, 24 |
| 11 | Westwood Mgt SmallCap Value | 308.26K (1.45%) | 19.93K Increased by +6.46% | Sep 30, 24 |
| 12 | Westwood Quality SmallCap Fund Inst | 308.26K (1.45%) | 19.93K Increased by +6.46% | Sep 30, 24 |
| 13 | SouthernSun Small Cap | 298.90K (1.41%) | 28.68K Increased by +9.60% | Sep 30, 24 |
| 14 | SPDR® S&P Dividend ETF | 270.18K (1.28%) | 15.71K Increased by +5.82% | Oct 31, 24 |
| 15 | Fidelity Small Cap Index | 217.54K (1.03%) | -5.28K Decreased by -2.43% | Aug 31, 24 |
| 16 | iShares S&P Small-Cap 600 Value ETF | 217.03K (1.02%) | 200.00 Increased by +0.09% | Oct 31, 24 |
| 17 | Fidelity® Small Cap Index | 205.14K (0.97%) | 5.80K Increased by +2.83% | Oct 31, 23 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 187.95K (0.89%) | 195.00 Increased by +0.10% | Mar 28, 24 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 187.37K (0.88%) | 1.40K Increased by +0.75% | Oct 31, 24 |
| 20 | AllianzGI MA Mid Cap Value | 183.89K (0.87%) | 0.00 Increased by 0.00% | Jun 30, 24 |