| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 9.53M (14.53%) | 517.90K Increased by +5.44% | Dec 31, 23 |
| 2 | Vanguard Group Inc | 7.51M (11.46%) | -99.59K Decreased by -1.33% | Dec 31, 23 |
| 3 | FMR Inc | 3.08M (4.69%) | 386.15K Increased by +12.55% | Dec 31, 23 |
| 4 | Dimensional Fund Advisors, Inc. | 2.68M (4.08%) | 78.36K Increased by +2.93% | Dec 31, 23 |
| 5 | State Street Corporation | 2.38M (3.63%) | 37.09K Increased by +1.56% | Dec 31, 23 |
| 6 | Fisher Asset Management, LLC | 1.76M (2.69%) | -323.09K Decreased by -18.31% | Dec 31, 23 |
| 7 | AQR Capital Management LLC | 1.67M (2.54%) | 528.31K Increased by +31.71% | Dec 31, 23 |
| 8 | Amvescap Plc. | 1.56M (2.38%) | 3.15K Increased by +0.20% | Dec 31, 23 |
| 9 | Greenhaven Associates Inc | 1.48M (2.25%) | 19.60K Increased by +1.33% | Mar 31, 24 |
| 10 | Geode Capital Management, LLC | 1.45M (2.21%) | 54.97K Increased by +3.79% | Dec 31, 23 |
| 11 | Fuller & Thaler Asset Management Inc | 1.36M (2.07%) | -55.34K Decreased by -4.08% | Dec 31, 23 |
| 12 | Macquarie Group Ltd | 1.31M (2.00%) | -80.95K Decreased by -6.18% | Dec 31, 23 |
| 13 | Victory Capital Management Inc. | 953.56K (1.45%) | 149.66K Increased by +15.69% | Mar 31, 24 |
| 14 | Goldman Sachs Group Inc | 947.80K (1.45%) | 7.08K Increased by +0.75% | Dec 31, 23 |
| 15 | Morgan Stanley - Brokerage Accounts | 924.85K (1.41%) | 222.60K Increased by +24.07% | Dec 31, 23 |
| 16 | Charles Schwab Investment Management Inc | 921.99K (1.41%) | 42.36K Increased by +4.59% | Dec 31, 23 |
| 17 | Jupiter Asset Management Limited | 905.65K (1.38%) | 269.21K Increased by +29.73% | Dec 31, 23 |
| 18 | Northern Trust Corp | 858.17K (1.31%) | -6.28K Decreased by -0.73% | Dec 31, 23 |
| 19 | Bank of America Corp | 845.00K (1.29%) | -106.00K Decreased by -12.54% | Dec 31, 23 |
| 20 | Bank of New York Mellon Corp | 835.94K (1.28%) | -42.56K Decreased by -5.09% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 2.08M (3.17%) | -370.00 Decreased by -0.02% | Apr 30, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 2.02M (3.08%) | 7.49K Increased by +0.37% | Mar 31, 24 |
| 3 | Vanguard Small Cap Index | 1.62M (2.48%) | -24.58K Decreased by -1.51% | Mar 31, 24 |
| 4 | iShares Russell 2000 ETF | 1.55M (2.36%) | -12.31K Decreased by -0.80% | Apr 30, 24 |
| 5 | Fuller & Thaler Behavrl Small-Cap Value | 1.21M (1.85%) | -10.80K Decreased by -0.89% | Nov 30, 23 |
| 6 | Vanguard Small Cap Value Index Inv | 1.09M (1.67%) | -28.92K Decreased by -2.64% | Mar 31, 24 |
| 7 | Avantis US Small Cap Value ETF | 1.03M (1.57%) | 4.90K Increased by +0.48% | Apr 30, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 996.13K (1.52%) | 2.32K Increased by +0.23% | Mar 31, 24 |
| 9 | Delaware Small Cap Value A | 859.55K (1.31%) | -13.30K Decreased by -1.55% | Mar 31, 24 |
| 10 | Fidelity Series Small Cap Opps | 844.50K (1.29%) | 40.70K Increased by +4.82% | Feb 29, 24 |
| 11 | Fidelity® Series Small Cap Opps | 820.60K (1.25%) | 58.40K Increased by +7.12% | Oct 31, 23 |
| 12 | FullerThaler Behavioral Small-Cap Value | 723.22K (1.10%) | -455.28K Decreased by -62.95% | Feb 29, 24 |
| 13 | First Trust SMID Cp Rising Div Achv ETF | 689.75K (1.05%) | 283.00 Increased by +0.04% | Apr 30, 24 |
| 14 | Invesco Global Multi Cap Growth | 687.98K (1.05%) | 687.98K Increased by +100.00% | Mar 31, 24 |
| 15 | Invesco Global Opportunities A | 687.98K (1.05%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 16 | Undiscovered Managers Behavioral Val L | 682.65K (1.04%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 17 | Fidelity Small Cap Index | 680.28K (1.04%) | 6.77K Increased by +0.99% | Feb 29, 24 |
| 18 | Fidelity® Small Cap Index | 648.13K (0.99%) | 17.47K Increased by +2.69% | Oct 31, 23 |
| 19 | SPDR® S&P MIDCAP 400 ETF Trust | 547.79K (0.84%) | 10.26K Increased by +1.87% | Mar 31, 24 |
| 20 | Invesco S&P MidCap Quality ETF | 535.46K (0.82%) | 2.26K Increased by +0.42% | Apr 30, 24 |