Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | BlackRock Inc | 1.06M (16.09%) | 2.55K Increased by +0.24% | Sep 30, 24 |
2 | Vanguard Group Inc | 900.91K (13.69%) | 1.80K Increased by +0.20% | Sep 30, 24 |
3 | Dimensional Fund Advisors, Inc. | 324.81K (4.94%) | -3.26K Decreased by -1.00% | Sep 30, 24 |
4 | State Street Corporation | 307.98K (4.68%) | 7.66K Increased by +2.49% | Mar 31, 24 |
5 | State Street Corp | 297.15K (4.51%) | -12.41K Decreased by -4.18% | Sep 30, 24 |
6 | Charles Schwab Investment Management Inc | 255.54K (3.88%) | 16.59K Increased by +6.49% | Sep 30, 24 |
7 | FMR Inc | 203.43K (3.09%) | -23.55K Decreased by -11.58% | Jun 30, 24 |
8 | T. Rowe Price Investment Management,Inc. | 151.73K (2.31%) | -252.83K Decreased by -166.64% | Mar 31, 24 |
9 | Geode Capital Management, LLC | 151.33K (2.30%) | 821.00 Increased by +0.54% | Sep 30, 24 |
10 | JPMorgan Chase & Co | 145.39K (2.21%) | 3.65K Increased by +2.51% | Sep 30, 24 |
11 | Morgan Stanley - Brokerage Accounts | 133.51K (2.03%) | -59.15K Decreased by -44.30% | Sep 30, 24 |
12 | Vulcan Value Partners, LLC | 115.08K (1.75%) | -13.81K Decreased by -12.00% | Sep 30, 24 |
13 | WCM Investment Management | 113.89K (1.73%) | 4.36K Increased by +3.83% | Sep 30, 24 |
14 | Royal Bank of Canada | 113.64K (1.73%) | -4.81K Decreased by -4.23% | Sep 30, 24 |
15 | Basswood Capital Management LLC | 110.43K (1.68%) | 12.19K Increased by +11.04% | Sep 30, 24 |
16 | Victory Capital Management Inc. | 98.63K (1.50%) | 947.00 Increased by +0.96% | Sep 30, 24 |
17 | Northern Trust Corp | 96.31K (1.46%) | 306.00 Increased by +0.32% | Sep 30, 24 |
18 | Schonfeld Strategic Advisors LLC | 94.81K (1.44%) | -47.71K Decreased by -50.32% | Sep 30, 23 |
19 | Bank of New York Mellon Corp | 91.69K (1.39%) | -5.22K Decreased by -5.69% | Sep 30, 24 |
20 | Brown Advisory Holdings Inc | 87.70K (1.33%) | 979.00 Increased by +1.12% | Sep 30, 24 |
Rank | Holder | SharesFloat % | Change | Date reported |
---|---|---|---|---|
1 | iShares Core S&P Small-Cap ETF | 426.05K (6.47%) | 216.00 Increased by +0.05% | Dec 31, 24 |
2 | Vanguard Total Stock Mkt Idx Inv | 214.13K (3.25%) | -1.25K Decreased by -0.59% | Nov 30, 24 |
3 | iShares Russell 2000 ETF | 190.87K (2.90%) | -725.00 Decreased by -0.38% | Dec 31, 24 |
4 | Vanguard Small Cap Index | 170.06K (2.58%) | 1.05K Increased by +0.62% | Nov 30, 24 |
5 | Schwab US Dividend Equity ETF™ | 168.76K (2.56%) | 153.00 Increased by +0.09% | Dec 31, 24 |
6 | T. Rowe Price U.S. SC Value Eq Tr-Z | 116.11K (1.76%) | -3.50K Decreased by -3.01% | Dec 31, 23 |
7 | Vanguard Small Cap Value Index Inv | 114.58K (1.74%) | 570.00 Increased by +0.50% | Nov 30, 24 |
8 | Vanguard Institutional Extnd Mkt Idx Tr | 100.74K (1.53%) | 514.00 Increased by +0.51% | Nov 30, 24 |
9 | T. Rowe Price Small-Cap Value | 87.45K (1.33%) | -150.30K Decreased by -171.87% | Mar 31, 24 |
10 | Fidelity® Small Cap Discovery | 82.90K (1.26%) | -1.30K Decreased by -1.57% | Oct 31, 23 |
11 | Vanguard Explorer Inv | 77.31K (1.17%) | 0.00 Increased by 0.00% | Sep 30, 24 |
12 | Fidelity Small Cap Discovery | 76.80K (1.17%) | -4.70K Decreased by -6.12% | Apr 30, 24 |
13 | Vulcan Value Partners Small Cap Stra | 76.23K (1.16%) | 17.00 Increased by +0.02% | Sep 30, 24 |
14 | Fidelity Small Cap Index | 68.83K (1.05%) | 337.00 Increased by +0.49% | Oct 31, 24 |
15 | Fidelity® Small Cap Index | 66.46K (1.01%) | 1.66K Increased by +2.50% | Oct 31, 23 |
16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 59.78K (0.91%) | 0.00 Increased by 0.00% | Apr 30, 24 |
17 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 59.75K (0.91%) | 0.00 Increased by 0.00% | Dec 31, 24 |
18 | DFA US Micro Cap I | 58.94K (0.90%) | 0.00 Increased by 0.00% | Nov 30, 24 |
19 | Avantis US Small Cap Value ETF | 58.07K (0.88%) | 104.00 Increased by +0.18% | Dec 31, 24 |
20 | iShares Russell 2000 Value ETF | 55.70K (0.85%) | 0.00 Increased by 0.00% | Apr 30, 24 |
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