| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.34M (15.75%) | -10.19K Decreased by -0.31% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 2.53M (11.96%) | -11.84K Decreased by -0.47% | Sep 30, 24 |
| 3 | HighTower Advisors, LLC | 1.51M (7.13%) | -180.65K Decreased by -11.96% | Sep 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 | 1.20M (5.64%) | 17.53K Increased by +1.47% | Sep 30, 24 |
| 7 | Westwood Holdings Group Inc | 860.72K (4.06%) | 113.58K Increased by +13.20% | Sep 30, 24 |
| 8 | Victory Capital Management Inc. | 699.86K (3.30%) | -21.50K Decreased by -3.07% | Jun 30, 24 |
| 9 | First Trust Advisors L.P. | 642.76K (3.03%) | 79.43K Increased by +12.36% | Sep 30, 24 |
| 10 | Morgan Stanley - Brokerage Accounts | 561.65K (2.65%) | -349.30K Decreased by -62.19% | Sep 30, 24 |
| 11 | DePrince Race & Zollo Inc | 529.94K (2.50%) | 105.78K Increased by +19.96% | Sep 30, 24 |
| 12 | Geode Capital Management, LLC | 486.98K (2.30%) | 4.78K Increased by +0.98% | Sep 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 | SouthernSun Asset Management, LLC | 309.45K (1.46%) | 30.70K Increased by +9.92% | Sep 30, 24 |
| 16 | Bank of New York Mellon Corp | 297.54K (1.40%) | -27.90K Decreased by -9.38% | 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 | Cresset Asset Management, LLC | 175.11K (0.83%) | 74.50K Increased by +42.54% | Sep 30, 24 |
| 20 | Gotham Asset Management, LLC | 170.21K (0.80%) | 1.38K Increased by +0.81% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.37M (6.45%) | 702.00 Increased by +0.05% | Dec 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 662.87K (3.13%) | -3.96K Decreased by -0.60% | Nov 30, 24 |
| 3 | First Trust Value Line® Dividend ETF | 629.43K (2.97%) | -296.00 Decreased by -0.05% | Dec 30, 24 |
| 4 | iShares Russell 2000 ETF | 569.86K (2.69%) | -2.20K Decreased by -0.39% | Dec 31, 24 |
| 5 | Vanguard Small Cap Index | 539.89K (2.55%) | 3.15K Increased by +0.58% | Nov 30, 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 | 363.86K (1.72%) | 1.77K Increased by +0.49% | Nov 30, 24 |
| 9 | Avantis US Small Cap Value ETF | 359.84K (1.70%) | 192.00 Increased by +0.05% | Dec 31, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 319.12K (1.51%) | 1.66K Increased by +0.52% | Nov 30, 24 |
| 11 | Westwood Quality SmallCap Fund Inst | 313.24K (1.48%) | 4.97K Increased by +1.59% | Dec 31, 24 |
| 12 | Westwood Mgt SmallCap Value | 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 | 271.30K (1.28%) | 178.00 Increased by +0.07% | Dec 31, 24 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 229.39K (1.08%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 16 | Fidelity Small Cap Index | 217.00K (1.02%) | 1.02K Increased by +0.47% | Oct 31, 24 |
| 17 | DFA US Small Cap Value I | 209.18K (0.99%) | 9.49K Increased by +4.54% | Nov 30, 24 |
| 18 | Fidelity® Small Cap Index | 205.14K (0.97%) | 5.80K Increased by +2.83% | Oct 31, 23 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 195.69K (0.92%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 20 | SPDR® Portfolio S&P 600 Sm Cap ETF | 187.95K (0.89%) | 195.00 Increased by +0.10% | Mar 28, 24 |