| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 3.59M (16.94%) | 125.49K Increased by +3.49% | Jun 30, 24 |
| 2 | Dimensional Fund Advisors, Inc. | 1.35M (6.36%) | -10.53K Decreased by -0.78% | Sep 30, 24 |
| 3 | Vanguard Group Inc | 1.33M (6.29%) | -300.29K Decreased by -22.52% | Sep 30, 24 |
| 4 | Earnest Partners LLC | 1.29M (6.10%) | 27.38K Increased by +2.12% | Jun 30, 24 |
| 5 | State Street Corporation | 845.29K (3.99%) | 7.54K Increased by +0.89% | Mar 31, 24 |
| 6 | State Street Corp | 804.15K (3.79%) | -41.14K Decreased by -5.12% | Jun 30, 24 |
| 7 | Bank of America Corp | 602.09K (2.84%) | 50.92K Increased by +8.46% | Jun 30, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 577.35K (2.72%) | 137.45K Increased by +23.81% | Jun 30, 24 |
| 9 | Geode Capital Management, LLC | 499.31K (2.35%) | 15.92K Increased by +3.19% | Jun 30, 24 |
| 10 | Systematic Financial Management LP | 437.58K (2.06%) | 45.41K Increased by +10.38% | Jun 30, 24 |
| 11 | Assenagon Asset Management SA | 315.78K (1.49%) | 93.84K Increased by +29.72% | Sep 30, 24 |
| 12 | Charles Schwab Investment Management Inc | 280.64K (1.32%) | -56.06K Decreased by -19.98% | Sep 30, 24 |
| 13 | Amvescap Plc. | 236.74K (1.12%) | 19.86K Increased by +8.39% | Jun 30, 24 |
| 14 | Millennium Management LLC | 234.21K (1.10%) | 67.84K Increased by +28.96% | Jun 30, 24 |
| 15 | Northern Trust Corp | 217.37K (1.03%) | -2.25K Decreased by -1.03% | Sep 30, 24 |
| 16 | Goldman Sachs Group Inc | 204.48K (0.96%) | 62.66K Increased by +30.64% | Jun 30, 24 |
| 17 | Bank of New York Mellon Corp | 193.28K (0.91%) | 1.02K Increased by +0.53% | Jun 30, 24 |
| 18 | Envestnet Asset Management Inc | 190.67K (0.90%) | 190.67K Increased by +100.00% | Jun 30, 24 |
| 19 | Foundry Partners, LLC | 178.16K (0.84%) | 74.54K Increased by +41.84% | Sep 30, 24 |
| 20 | Wells Fargo & Co | 173.01K (0.82%) | -1.59K Decreased by -0.92% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.40M (6.60%) | 1.46K Increased by +0.10% | Oct 31, 24 |
| 2 | iShares Russell 2000 ETF | 567.76K (2.68%) | -1.27K Decreased by -0.22% | Oct 31, 24 |
| 3 | Vanguard Total Stock Mkt Idx Inv | 555.71K (2.62%) | 33.12K Increased by +5.96% | Oct 31, 24 |
| 4 | EARNEST Small Cap Value | 520.52K (2.45%) | 519.73K Increased by +99.85% | Dec 31, 23 |
| 5 | Harbor Small Cap Value Instl | 420.32K (1.98%) | -30.45K Decreased by -7.25% | Sep 30, 24 |
| 6 | Vanguard Institutional Extnd Mkt Idx Tr | 336.97K (1.59%) | 7.24K Increased by +2.15% | Sep 30, 24 |
| 7 | Foundry Partners Micro Cap Value | 265.25K (1.25%) | 110.88K Increased by +41.80% | Sep 30, 24 |
| 8 | EARNEST Small Cap Core | 225.53K (1.06%) | 223.56K Increased by +99.12% | Dec 31, 23 |
| 9 | Vanguard Small Cap Index | 224.26K (1.06%) | 549.00 Increased by +0.24% | Aug 31, 24 |
| 10 | DFA US Small Cap Value I | 221.09K (1.04%) | 32.72K Increased by +14.80% | Sep 30, 24 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 220.48K (1.04%) | 215.00 Increased by +0.10% | Oct 31, 24 |
| 12 | DFA US Micro Cap I | 219.94K (1.04%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 13 | Fidelity Small Cap Index | 213.88K (1.01%) | -5.95K Decreased by -2.78% | Aug 31, 24 |
| 14 | Fidelity® Small Cap Index | 203.82K (0.96%) | 5.55K Increased by +2.73% | Oct 31, 23 |
| 15 | iShares Russell 2000 Value ETF | 200.62K (0.95%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 16 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 190.13K (0.90%) | 1.44K Increased by +0.76% | Oct 31, 24 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 188.65K (0.89%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 18 | Schwab Fundamental US Small Company ETF | 158.54K (0.75%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 19 | DFA US Targeted Value I | 155.82K (0.73%) | 12.13K Increased by +7.78% | Sep 30, 24 |
| 20 | Vanguard Tax-Managed Small Cap Adm | 152.38K (0.72%) | 0.00 Increased by 0.00% | Oct 31, 24 |