| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.97M (15.25%) | 208.09K Increased by +2.61% | Mar 31, 24 |
| 2 | Vanguard Group Inc | 3.80M (7.26%) | 23.22K Increased by +0.61% | Mar 31, 24 |
| 3 | State Street Corporation | 2.60M (4.97%) | 133.36K Increased by +5.14% | Mar 31, 24 |
| 4 | T. Rowe Price Investment Management,Inc. | 2.53M (4.84%) | -2.12M Decreased by -83.91% | Mar 31, 24 |
| 5 | Dimensional Fund Advisors, Inc. | 2.15M (4.10%) | 291.77K Increased by +13.60% | Mar 31, 24 |
| 6 | Victory Capital Management Inc. | 1.93M (3.69%) | 114.91K Increased by +5.95% | Mar 31, 24 |
| 7 | Westwood Holdings Group Inc | 1.67M (3.19%) | 235.15K Increased by +14.09% | Mar 31, 24 |
| 8 | LSV Asset Management | 1.41M (2.69%) | -97.10K Decreased by -6.90% | Mar 31, 24 |
| 9 | First Trust Advisors L.P. | 1.30M (2.49%) | 245.13K Increased by +18.81% | Dec 31, 23 |
| 10 | Geode Capital Management, LLC | 1.24M (2.36%) | 26.09K Increased by +2.11% | Mar 31, 24 |
| 11 | Nuveen Asset Management, LLC | 864.51K (1.65%) | 6.14K Increased by +0.71% | Mar 31, 24 |
| 12 | Morgan Stanley - Brokerage Accounts | 820.61K (1.57%) | -52.41K Decreased by -6.39% | Mar 31, 24 |
| 13 | Aristotle Capital Boston, LLC | 802.49K (1.54%) | 10.06K Increased by +1.25% | Mar 31, 24 |
| 14 | American Century Companies Inc | 740.88K (1.42%) | 218.54K Increased by +29.50% | Mar 31, 24 |
| 15 | JPMorgan Chase & Co | 686.51K (1.31%) | 7.43K Increased by +1.08% | Sep 30, 23 |
| 16 | Charles Schwab Investment Management Inc | 685.96K (1.31%) | 38.47K Increased by +5.61% | Mar 31, 24 |
| 17 | Bank of New York Mellon Corp | 655.50K (1.25%) | -22.30K Decreased by -3.40% | Mar 31, 24 |
| 18 | Northern Trust Corp | 635.83K (1.22%) | -30.21K Decreased by -4.75% | Mar 31, 24 |
| 19 | RMB Capital Management, LLC | 583.70K (1.12%) | 87.79K Increased by +15.04% | Sep 30, 23 |
| 20 | Curi RMB Capital | 581.30K (1.11%) | -2.40K Decreased by -0.41% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.53M (6.75%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.59M (3.05%) | 0.00 Increased by 0.00% | May 31, 24 |
| 3 | First Trust SMID Cp Rising Div Achv ETF | 1.24M (2.36%) | 10.46K Increased by +0.85% | Jan 31, 24 |
| 4 | T. Rowe Price Small-Cap Value | 1.21M (2.32%) | -53.10K Decreased by -4.38% | Dec 31, 23 |
| 5 | iShares Russell 2000 ETF | 1.14M (2.19%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 6 | T. Rowe Price Small-Cap Stock | 916.78K (1.75%) | -87.00K Decreased by -9.49% | Mar 31, 24 |
| 7 | T. Rowe Price US Small-Cap Core Equity | 916.78K (1.75%) | -87.00K Decreased by -9.49% | Mar 31, 24 |
| 8 | Vanguard Institutional Extnd Mkt Idx Tr | 812.53K (1.55%) | 5.26K Increased by +0.65% | May 31, 24 |
| 9 | Avantis US Small Cap Value ETF | 661.97K (1.27%) | 0.00 Increased by 0.00% | Jun 29, 24 |
| 10 | Westwood Mgt SmallCap Value | 624.41K (1.19%) | 90.68K Increased by +14.52% | Mar 31, 24 |
| 11 | Westwood Quality SmallCap Fund Inst | 624.41K (1.19%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 598.86K (1.15%) | 0.00 Increased by 0.00% | Jun 28, 24 |
| 13 | T. Rowe Price U.S. SC Value Eq Tr-Z | 556.05K (1.06%) | 5.20K Increased by +0.94% | Dec 31, 23 |
| 14 | DFA US Small Cap Value I | 549.63K (1.05%) | 67.65K Increased by +12.31% | May 31, 24 |
| 15 | Integrity Small-Cap Value Comp | 548.00K (1.05%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 16 | Victory Integrity Small-Cap Value A | 548.00K (1.05%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 17 | Fidelity Small Cap Index | 521.67K (1.00%) | -2.02K Decreased by -0.39% | Apr 30, 24 |
| 18 | SPDR® S&P Regional Banking ETF | 521.12K (1.00%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 19 | Fidelity® Small Cap Index | 508.83K (0.97%) | 14.79K Increased by +2.91% | Oct 31, 23 |
| 20 | T. Rowe Price U.S. SC Core Eq Tr-Z | 491.08K (0.94%) | 1.20K Increased by +0.24% | Mar 31, 24 |