| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 2.99M (17.13%) | 44.53K Increased by +1.49% | Dec 31, 23 |
| 2 | Dimensional Fund Advisors, Inc. | 2.17M (12.43%) | -40.44K Decreased by -1.87% | Dec 31, 23 |
| 3 | Copeland Capital Management, LLC | 1.50M (8.59%) | 21.41K Increased by +1.43% | Mar 31, 24 |
| 4 | Vanguard Group Inc | 1.37M (7.84%) | 59.69K Increased by +4.36% | Dec 31, 23 |
| 5 | State Street Corporation | 768.09K (4.40%) | 942.00 Increased by +0.12% | Dec 31, 23 |
| 6 | Newsouth Capital Management Inc | 719.30K (4.12%) | -33.72K Decreased by -4.69% | Mar 31, 24 |
| 7 | Royce & Associates, LP | 715.94K (4.10%) | 4.69K Increased by +0.66% | Dec 31, 23 |
| 8 | Hodges Capital Management Inc | 572.62K (3.28%) | -215.02K Decreased by -37.55% | Mar 31, 24 |
| 9 | Northern Trust Corp | 526.10K (3.02%) | 9.64K Increased by +1.83% | Dec 31, 23 |
| 10 | Geode Capital Management, LLC | 412.21K (2.36%) | 27.99K Increased by +6.79% | Dec 31, 23 |
| 11 | Arnhold & S. Bleichroeder Advisers, LLC | 412.14K (2.36%) | 50.75K Increased by +12.31% | Dec 31, 23 |
| 12 | LSV Asset Management | 374.82K (2.15%) | -8.32K Decreased by -2.22% | Mar 31, 24 |
| 13 | Amvescap Plc. | 358.47K (2.05%) | 199.69K Increased by +55.71% | Dec 31, 23 |
| 14 | Charles Schwab Investment Management Inc | 333.41K (1.91%) | 20.94K Increased by +6.28% | Dec 31, 23 |
| 15 | Arrowstreet Capital Limited Partnership | 298.46K (1.71%) | 97.01K Increased by +32.50% | Dec 31, 23 |
| 16 | Wasatch Advisors Inc. | 295.41K (1.69%) | 53.70K Increased by +18.18% | Dec 31, 23 |
| 17 | Meros Investment Management, LP | 287.23K (1.65%) | 48.17K Increased by +16.77% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 272.09K (1.56%) | -8.55K Decreased by -3.14% | Dec 31, 23 |
| 19 | JPMorgan Chase & Co | 253.96K (1.46%) | 11.97K Increased by +4.71% | Sep 30, 23 |
| 20 | First Dallas Securities Inc | 242.02K (1.39%) | 242.02K Increased by +100.00% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.21M (6.91%) | 535.00 Increased by +0.04% | Apr 30, 24 |
| 2 | Kingsview Volume Factor Dividend Tree | 765.20K (4.39%) | 765.20K Increased by +100.00% | Apr 30, 24 |
| 3 | DFA US Small Cap Value I | 565.95K (3.24%) | -17.92K Decreased by -3.17% | Mar 31, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 523.98K (3.00%) | 860.00 Increased by +0.16% | Mar 31, 24 |
| 5 | iShares Russell 2000 ETF | 426.88K (2.45%) | -3.38K Decreased by -0.79% | Apr 30, 24 |
| 6 | First Eagle Small Cap Opportunity I | 363.73K (2.08%) | -10.80K Decreased by -2.97% | Mar 31, 24 |
| 7 | First Eagle US Small Cap Strategy | 361.38K (2.07%) | -21.45K Decreased by -5.94% | Mar 31, 24 |
| 8 | Avantis US Small Cap Value ETF | 293.56K (1.68%) | 1.37K Increased by +0.47% | Apr 30, 24 |
| 9 | DFA US Targeted Value I | 283.17K (1.62%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 279.51K (1.60%) | 5.06K Increased by +1.81% | Mar 31, 24 |
| 11 | Royce Pennsylvania Mutual Invmt | 274.66K (1.57%) | -12.91K Decreased by -4.70% | Dec 31, 23 |
| 12 | Invesco S&P SmallCap Value with Momt ETF | 232.40K (1.33%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 13 | iShares S&P Small-Cap 600 Value ETF | 218.71K (1.25%) | -202.00 Decreased by -0.09% | Apr 30, 24 |
| 14 | Foundry Partners Micro Cap Value | 217.97K (1.25%) | 15.25K Increased by +7.00% | Mar 31, 24 |
| 15 | Dimensional US Targeted Value ETF | 209.78K (1.20%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | DFA US Micro Cap I | 203.74K (1.17%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 17 | DFA US Small Cap I | 197.12K (1.13%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 18 | Fidelity Small Cap Index | 187.79K (1.08%) | 2.85K Increased by +1.51% | Feb 29, 24 |
| 19 | Royce Small-Cap Fund Invmt | 177.94K (1.02%) | -96.73K Decreased by -54.36% | Mar 31, 24 |
| 20 | Fidelity® Small Cap Index | 176.53K (1.01%) | 3.55K Increased by +2.01% | Oct 31, 23 |