| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.51M (14.94%) | -36.98K Decreased by -1.05% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 2.75M (11.69%) | 169.66K Increased by +6.17% | Sep 30, 24 |
| 3 | T. Rowe Price Investment Management,Inc. | 2.41M (10.27%) | -163.94K Decreased by -6.79% | Sep 30, 24 |
| 4 | Marshfield Associates | 1.83M (7.79%) | 9.00K Increased by +0.49% | Sep 30, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 1.50M (6.36%) | 47.34K Increased by +3.17% | Sep 30, 24 |
| 6 | Burgundy Asset Management Ltd | 1.24M (5.27%) | 29.12K Increased by +2.35% | Sep 30, 24 |
| 7 | Inclusive Capital Partners LP | 975.00K (4.15%) | -680.00K Decreased by -69.74% | Jun 30, 24 |
| 8 | State Street Corporation | 851.33K (3.62%) | 7.11K Increased by +0.84% | Mar 31, 24 |
| 9 | State Street Corp | 839.15K (3.57%) | -12.18K Decreased by -1.45% | Jun 30, 24 |
| 10 | Morgan Stanley - Brokerage Accounts | 758.79K (3.23%) | 249.14K Increased by +32.83% | Jun 30, 24 |
| 11 | Geode Capital Management, LLC | 533.19K (2.27%) | 19.77K Increased by +3.71% | Jun 30, 24 |
| 12 | Royal Bank of Canada | 510.75K (2.17%) | 51.99K Increased by +10.18% | Jun 30, 24 |
| 13 | Van Lanschot Kempen Investment Management NV | 487.31K (2.07%) | -18.56K Decreased by -3.81% | Jun 30, 24 |
| 14 | Disciplined Growth Investors Inc | 461.01K (1.96%) | 10.08K Increased by +2.19% | Sep 30, 24 |
| 15 | Envestnet Asset Management Inc | 369.73K (1.57%) | 369.73K Increased by +100.00% | Jun 30, 24 |
| 16 | Nuveen Asset Management, LLC | 324.99K (1.38%) | 93.53K Increased by +28.78% | Jun 30, 24 |
| 17 | Charles Schwab Investment Management Inc | 313.73K (1.33%) | 20.39K Increased by +6.50% | Sep 30, 24 |
| 18 | Bank of New York Mellon Corp | 269.87K (1.15%) | 8.43K Increased by +3.12% | Jun 30, 24 |
| 19 | Northern Trust Corp | 233.60K (0.99%) | 9.13K Increased by +3.91% | Sep 30, 24 |
| 20 | JPMorgan Chase & Co | 225.92K (0.96%) | -66.82K Decreased by -29.58% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.55M (6.61%) | 1.50K Increased by +0.10% | Oct 31, 24 |
| 2 | T. Rowe Price Small-Cap Value | 976.18K (4.15%) | -32.23K Decreased by -3.30% | Sep 30, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 738.93K (3.14%) | -4.12K Decreased by -0.56% | Oct 31, 24 |
| 4 | Vanguard Small Cap Index | 585.91K (2.49%) | 1.15K Increased by +0.20% | Oct 31, 24 |
| 5 | iShares Russell 2000 ETF | 571.61K (2.43%) | -1.29K Decreased by -0.23% | Oct 31, 24 |
| 6 | T. Rowe Price U.S. SC Value Eq Tr-Z | 533.59K (2.27%) | 31.50K Increased by +5.90% | Sep 30, 24 |
| 7 | Marshfield Core Value Equity | 411.02K (1.75%) | 3.37K Increased by +0.82% | Sep 30, 24 |
| 8 | Vanguard Small Cap Value Index Inv | 396.37K (1.69%) | -136.00 Decreased by -0.03% | Oct 31, 24 |
| 9 | DFA US Small Cap Value I | 352.01K (1.50%) | 3.06K Increased by +0.87% | Sep 30, 24 |
| 10 | Vanguard Institutional Extnd Mkt Idx Tr | 341.73K (1.45%) | 1.69K Increased by +0.50% | Sep 30, 24 |
| 11 | T. Rowe Price Small-Cap Stock | 329.64K (1.40%) | -68.50K Decreased by -20.78% | Sep 30, 24 |
| 12 | T. Rowe Price US Small-Cap Core Equity | 329.64K (1.40%) | -100.24K Decreased by -30.41% | Sep 30, 24 |
| 13 | Marshfield Concentrated Opportunity | 267.44K (1.14%) | 11.82K Increased by +4.42% | Aug 31, 24 |
| 14 | Kempen (Lux) Global Small-Cap I | 245.10K (1.04%) | 42.41K Increased by +17.30% | Sep 30, 24 |
| 15 | Fidelity Small Cap Index | 227.76K (0.97%) | -6.01K Decreased by -2.64% | Aug 31, 24 |
| 16 | Triodos Pioneer Impact EUR R Acc | 220.00K (0.94%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 17 | Fidelity® Small Cap Index | 218.70K (0.93%) | 5.98K Increased by +2.74% | Oct 31, 23 |
| 18 | T. Rowe Price U.S. SC Core Eq Tr-Z | 217.56K (0.93%) | -42.67K Decreased by -19.61% | Jun 30, 24 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 216.05K (0.92%) | 1.64K Increased by +0.76% | Oct 31, 24 |
| 20 | iShares Russell 2000 Value ETF | 211.75K (0.90%) | 0.00 Increased by 0.00% | Oct 31, 24 |