| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 7.91M (15.10%) | -63.43K Decreased by -0.80% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 3.77M (7.19%) | -29.43K Decreased by -0.78% | Jun 30, 24 |
| 3 | State Street Corporation | 2.60M (4.96%) | 133.36K Increased by +5.14% | Mar 31, 24 |
| 4 | State Street Corp | 2.54M (4.85%) | -56.13K Decreased by -2.21% | Jun 30, 24 |
| 5 | T. Rowe Price Investment Management,Inc. | 2.53M (4.83%) | -2.12M Decreased by -83.91% | Mar 31, 24 |
| 6 | Dimensional Fund Advisors, Inc. | 2.45M (4.67%) | 299.56K Increased by +12.25% | Jun 30, 24 |
| 7 | Victory Capital Management Inc. | 1.97M (3.76%) | 37.62K Increased by +1.91% | Jun 30, 24 |
| 8 | Morgan Stanley - Brokerage Accounts | 1.64M (3.14%) | 2.99K Increased by +0.18% | Jun 30, 24 |
| 9 | Westwood Holdings Group Inc | 1.60M (3.05%) | -68.99K Decreased by -4.31% | Jun 30, 24 |
| 10 | LSV Asset Management | 1.39M (2.66%) | -13.00K Decreased by -0.93% | Jun 30, 24 |
| 11 | First Trust Advisors L.P. | 1.30M (2.49%) | 245.13K Increased by +18.81% | Dec 31, 23 |
| 12 | North Reef Capital Management LP | 1.28M (2.44%) | 1.08M Increased by +84.34% | Jun 30, 24 |
| 13 | Geode Capital Management, LLC | 1.28M (2.44%) | 40.72K Increased by +3.19% | Jun 30, 24 |
| 14 | American Century Companies Inc | 827.20K (1.58%) | 86.33K Increased by +10.44% | Jun 30, 24 |
| 15 | Assenagon Asset Management SA | 807.29K (1.54%) | 325.57K Increased by +40.33% | Sep 30, 24 |
| 16 | Aristotle Capital Boston, LLC | 789.98K (1.51%) | -12.50K Decreased by -1.58% | Jun 30, 24 |
| 17 | Nuveen Asset Management, LLC | 785.03K (1.50%) | -79.48K Decreased by -10.12% | Jun 30, 24 |
| 18 | Charles Schwab Investment Management Inc | 720.58K (1.38%) | 34.62K Increased by +4.80% | Jun 30, 24 |
| 19 | JPMorgan Chase & Co | 686.51K (1.31%) | 7.43K Increased by +1.08% | Sep 30, 23 |
| 20 | Northern Trust Corp | 671.73K (1.28%) | 35.90K Increased by +5.34% | Jun 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 3.44M (6.58%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.64M (3.13%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 3 | iShares Russell 2000 ETF | 1.30M (2.48%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 4 | First Trust SMID Cp Rising Div Achv ETF | 1.24M (2.36%) | 10.46K Increased by +0.85% | Jan 31, 24 |
| 5 | T. Rowe Price Small-Cap Value | 1.21M (2.31%) | -53.10K Decreased by -4.38% | Dec 31, 23 |
| 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 | 830.91K (1.59%) | -7.96K Decreased by -0.96% | Sep 30, 24 |
| 9 | DFA US Small Cap Value I | 694.70K (1.33%) | 52.57K Increased by +7.57% | Sep 30, 24 |
| 10 | Avantis US Small Cap Value ETF | 599.10K (1.14%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 11 | iShares S&P Small-Cap 600 Value ETF | 563.88K (1.08%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 12 | T. Rowe Price U.S. SC Value Eq Tr-Z | 556.05K (1.06%) | 5.20K Increased by +0.94% | Dec 31, 23 |
| 13 | Fidelity Small Cap Index | 540.83K (1.03%) | -11.58K Decreased by -2.14% | Aug 31, 24 |
| 14 | Fidelity® Small Cap Index | 508.83K (0.97%) | 14.79K Increased by +2.91% | Oct 31, 23 |
| 15 | T. Rowe Price U.S. SC Core Eq Tr-Z | 491.08K (0.94%) | 1.20K Increased by +0.24% | Mar 31, 24 |
| 16 | iShares Russell 2000 Value ETF | 490.42K (0.94%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 17 | SPDR® Portfolio S&P 600 Sm Cap ETF | 486.81K (0.93%) | 495.00 Increased by +0.10% | Mar 28, 24 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 481.96K (0.92%) | 3.64K Increased by +0.76% | Oct 31, 24 |
| 19 | Westwood Mgt SmallCap Value | 469.21K (0.90%) | -155.20K Decreased by -33.08% | Sep 30, 24 |
| 20 | Westwood Quality SmallCap Fund Inst | 469.21K (0.90%) | -155.20K Decreased by -33.08% | Sep 30, 24 |