| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.52M (16.50%) | -94.28K Decreased by -2.09% | Sep 30, 24 |
| 2 | Vanguard Group Inc | 2.13M (7.79%) | -8.05K Decreased by -0.38% | Sep 30, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 2.05M (7.49%) | -89.09K Decreased by -4.34% | Sep 30, 24 |
| 4 | Cooke & Bieler LP | 2.01M (7.34%) | -76.58K Decreased by -3.81% | Sep 30, 24 |
| 5 | Fisher Asset Management, LLC | 1.30M (4.76%) | -30.58K Decreased by -2.35% | Mar 31, 24 |
| 6 | 1832 Asset Management L.P | 1.22M (4.44%) | 73.94K Increased by +6.08% | Sep 30, 24 |
| 7 | Pacer Advisors, INC. | 1.20M (4.37%) | -234.74K Decreased by -19.61% | Sep 30, 24 |
| 8 | First Trust Advisors L.P. | 1.17M (4.27%) | 268.63K Increased by +22.97% | Sep 30, 24 |
| 9 | State Street Corporation | 1.14M (4.16%) | -2.98K Decreased by -0.26% | Mar 31, 24 |
| 10 | State Street Corp | 1.13M (4.13%) | 6.98K Increased by +0.62% | Sep 30, 24 |
| 11 | LSV Asset Management | 1.00M (3.67%) | -98.20K Decreased by -9.78% | Sep 30, 24 |
| 12 | Punch Card Management, L.P. | 996.57K (3.64%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 13 | American Century Companies Inc | 970.26K (3.54%) | 108.69K Increased by +11.20% | Sep 30, 24 |
| 14 | Broad Peak Investment Management Ltd. | 877.68K (3.20%) | 146.00K Increased by +16.63% | Mar 31, 24 |
| 15 | Goldman Sachs Group Inc | 875.69K (3.20%) | -3.57K Decreased by -0.41% | Sep 30, 24 |
| 16 | JPMorgan Chase & Co | 855.51K (3.12%) | 173.27K Increased by +20.25% | Sep 30, 24 |
| 17 | BMO Capital Markets Corp. | 810.00K (2.96%) | -17.11K Decreased by -2.11% | Sep 30, 24 |
| 18 | Bank of Montreal | 810.00K (2.96%) | -17.11K Decreased by -2.11% | Sep 30, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 704.21K (2.57%) | 5.94K Increased by +0.84% | Jun 30, 24 |
| 20 | AllianceBernstein L.P. | 697.71K (2.55%) | 57.15K Increased by +8.19% | Sep 30, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 1.87M (6.83%) | 954.00 Increased by +0.05% | Dec 31, 24 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 1.56M (5.68%) | 3.29K Increased by +0.21% | Dec 30, 24 |
| 3 | Pacer US Small Cap Cash Cows 100 ETF | 1.16M (4.24%) | -3.95K Decreased by -0.34% | Nov 29, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 877.61K (3.20%) | -16.92K Decreased by -1.93% | Nov 30, 24 |
| 5 | Scotia Wealth US Dividend Pool K | 818.10K (2.99%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 6 | iShares Russell 2000 ETF | 778.07K (2.84%) | -3.00K Decreased by -0.39% | Dec 31, 24 |
| 7 | DFA US Small Cap Value I | 443.59K (1.62%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 8 | Avantis US Small Cap Value ETF | 441.77K (1.61%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 433.86K (1.58%) | 2.17K Increased by +0.50% | Nov 30, 24 |
| 10 | American Century Small Cap Growth Inv | 357.22K (1.30%) | 99.91K Increased by +27.97% | Sep 30, 24 |
| 11 | American Century U.S. Small Cap Growth | 357.22K (1.30%) | 99.91K Increased by +27.97% | Sep 30, 24 |
| 12 | iShares S&P Small-Cap 600 Value ETF | 313.16K (1.14%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 13 | Schwab Fundamental U.S. Small CompanyETF | 312.40K (1.14%) | 150.00 Increased by +0.05% | Dec 31, 24 |
| 14 | JPMorgan Small Cap Growth A | 296.98K (1.08%) | -2.16K Decreased by -0.73% | Nov 30, 24 |
| 15 | Fidelity Small Cap Index | 290.32K (1.06%) | 1.55K Increased by +0.53% | Oct 31, 24 |
| 16 | Fidelity® Small Cap Index | 284.01K (1.04%) | 7.39K Increased by +2.60% | Oct 31, 23 |
| 17 | iShares Russell 2000 Value ETF | 271.79K (0.99%) | -7.60K Decreased by -2.80% | Dec 31, 24 |
| 18 | SPDR® Portfolio S&P 600 Sm Cap ETF | 270.72K (0.99%) | 55.00 Increased by +0.02% | Feb 29, 24 |
| 19 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 267.92K (0.98%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 20 | DFA US Targeted Value I | 258.84K (0.95%) | 0.00 Increased by 0.00% | Nov 30, 24 |