| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Dimensional Fund Advisors, Inc. | 4.27M (6.41%) | 252.97K Increased by +5.93% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 4.20M (6.30%) | 597.29K Increased by +14.23% | Sep 30, 24 |
| 3 | BlackRock Inc | 3.49M (5.25%) | -195.07K Decreased by -5.59% | Jun 30, 24 |
| 4 | Thrivent Financial For Lutherans | 2.91M (4.38%) | 48.91K Increased by +1.68% | Sep 30, 24 |
| 5 | Wellington Management Company LLP | 2.36M (3.54%) | -115.14K Decreased by -4.89% | Sep 30, 24 |
| 6 | American Century Companies Inc | 2.16M (3.25%) | 257.50K Increased by +11.90% | Sep 30, 24 |
| 7 | Earnest Partners LLC | 2.15M (3.23%) | -17.89K Decreased by -0.83% | Sep 30, 24 |
| 8 | GW&K Investment Management, LLC | 1.83M (2.75%) | 539.87K Increased by +29.51% | Sep 30, 24 |
| 9 | State Street Corp | 1.73M (2.60%) | 743.80K Increased by +42.98% | Sep 30, 24 |
| 10 | Morgan Stanley - Brokerage Accounts | 1.60M (2.41%) | -1.42M Decreased by -88.40% | Sep 30, 24 |
| 11 | Copeland Capital Management, LLC | 1.58M (2.38%) | 4.46K Increased by +0.28% | Sep 30, 24 |
| 12 | New York State Common Retirement Fund | 1.49M (2.24%) | 209.79K Increased by +14.06% | Sep 30, 24 |
| 13 | Jacobs Levy Equity Management, Inc. | 1.26M (1.90%) | 34.48K Increased by +2.73% | Sep 30, 24 |
| 14 | First Trust Advisors L.P. | 1.17M (1.76%) | -280.22K Decreased by -23.92% | Sep 30, 24 |
| 15 | DePrince Race & Zollo Inc | 1.15M (1.73%) | -94.70K Decreased by -8.23% | Sep 30, 24 |
| 16 | BMO Capital Markets Corp. | 1.13M (1.69%) | 1.13M Increased by +100.00% | Dec 31, 23 |
| 17 | Bank of Montreal | 1.13M (1.69%) | 1.13M Increased by +100.00% | Dec 31, 23 |
| 18 | State Street Corporation | 1.07M (1.60%) | 16.27K Increased by +1.53% | Mar 31, 24 |
| 19 | Allianz Asset Management AG | 955.87K (1.44%) | 8.69K Increased by +0.91% | Dec 31, 23 |
| 20 | AQR Capital Management LLC | 944.04K (1.42%) | -733.51K Decreased by -77.70% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.04M (4.57%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 2 | EARNEST Small/Mid Cap Value | 1.57M (2.35%) | 1.57M Increased by +99.84% | Dec 31, 23 |
| 3 | First Trust Value Line® Dividend ETF | 1.44M (2.17%) | 1.44M Increased by +100.00% | Nov 28, 24 |
| 4 | Thrivent Small Cap Stock A | 1.39M (2.09%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | DFA US Small Cap Value I | 1.20M (1.81%) | 115.49K Increased by +9.59% | Oct 31, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 1.17M (1.75%) | 1.74K Increased by +0.15% | Oct 31, 24 |
| 7 | First Trust SMID Cp Rising Div Achv ETF | 1.15M (1.72%) | 9.71K Increased by +0.85% | Jan 31, 24 |
| 8 | American Century Small Cap Growth Inv | 1.11M (1.67%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 9 | American Century U.S. Small Cap Growth | 1.11M (1.67%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 10 | Vanguard Small Cap Index | 926.19K (1.39%) | 1.80K Increased by +0.19% | Oct 31, 24 |
| 11 | Avantis US Small Cap Value ETF | 899.32K (1.35%) | 6.58K Increased by +0.73% | Nov 30, 24 |
| 12 | Ceredex Small Cap Value Equity | 797.15K (1.20%) | -37.13K Decreased by -4.66% | Jun 30, 24 |
| 13 | DFA US Targeted Value I | 683.15K (1.03%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 14 | First Trust Indtls/PrdcrDurbAlphaDEX®ETF | 662.20K (0.99%) | 0.00 Increased by 0.00% | Nov 28, 24 |
| 15 | MFS New Discovery Value I | 651.08K (0.98%) | -6.59K Decreased by -1.01% | Oct 31, 24 |
| 16 | Vanguard Small Cap Value Index Inv | 624.85K (0.94%) | -216.00 Decreased by -0.03% | Oct 31, 24 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 581.89K (0.87%) | -2.09K Decreased by -0.36% | Oct 31, 24 |
| 18 | BNP Paribas US Small Cap Classic R | 555.41K (0.83%) | 9.70K Increased by +1.75% | Oct 31, 24 |
| 19 | Dimensional US Targeted Value ETF | 542.02K (0.81%) | 0.00 Increased by 0.00% | Nov 29, 24 |
| 20 | Thrivent Core Small Cap Value | 496.28K (0.75%) | 52.11K Increased by +10.50% | Jul 31, 24 |