| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | BlackRock Inc | 4.61M (16.53%) | 32.51K Increased by +0.70% | Jun 30, 24 |
| 2 | Vanguard Group Inc | 2.13M (7.64%) | -8.05K Decreased by -0.38% | Sep 30, 24 |
| 3 | Dimensional Fund Advisors, Inc. | 2.05M (7.35%) | -89.09K Decreased by -4.34% | Sep 30, 24 |
| 4 | Cooke & Bieler LP | 2.01M (7.20%) | -76.58K Decreased by -3.81% | Sep 30, 24 |
| 5 | Fisher Asset Management, LLC | 1.30M (4.67%) | -30.58K Decreased by -2.35% | Mar 31, 24 |
| 6 | 1832 Asset Management L.P | 1.22M (4.36%) | 73.94K Increased by +6.08% | Sep 30, 24 |
| 7 | Pacer Advisors, INC. | 1.20M (4.29%) | -234.74K Decreased by -19.61% | Sep 30, 24 |
| 8 | First Trust Advisors L.P. | 1.17M (4.19%) | 268.63K Increased by +22.97% | Sep 30, 24 |
| 9 | State Street Corporation | 1.14M (4.08%) | -2.98K Decreased by -0.26% | Mar 31, 24 |
| 10 | State Street Corp | 1.13M (4.05%) | 6.98K Increased by +0.62% | Sep 30, 24 |
| 11 | LSV Asset Management | 1.00M (3.60%) | -98.20K Decreased by -9.78% | Sep 30, 24 |
| 12 | Punch Card Management, L.P. | 996.57K (3.57%) | 0.00 Increased by 0.00% | Jun 30, 24 |
| 13 | American Century Companies Inc | 970.26K (3.48%) | 108.69K Increased by +11.20% | Sep 30, 24 |
| 14 | Broad Peak Investment Management Ltd. | 877.68K (3.14%) | 146.00K Increased by +16.63% | Mar 31, 24 |
| 15 | Goldman Sachs Group Inc | 875.69K (3.14%) | -3.57K Decreased by -0.41% | Sep 30, 24 |
| 16 | JPMorgan Chase & Co | 855.51K (3.07%) | 173.27K Increased by +20.25% | Sep 30, 24 |
| 17 | BMO Capital Markets Corp. | 810.00K (2.90%) | -17.11K Decreased by -2.11% | Sep 30, 24 |
| 18 | Bank of Montreal | 810.00K (2.90%) | -17.11K Decreased by -2.11% | Sep 30, 24 |
| 19 | Morgan Stanley - Brokerage Accounts | 704.21K (2.52%) | 5.94K Increased by +0.84% | Jun 30, 24 |
| 20 | AllianceBernstein L.P. | 697.71K (2.50%) | 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 (6.71%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 2 | First Trust SMID Cp Rising Div Achv ETF | 1.28M (4.58%) | 5.78K Increased by +0.45% | Nov 28, 24 |
| 3 | Pacer US Small Cap Cash Cows 100 ETF | 1.16M (4.16%) | -3.95K Decreased by -0.34% | Nov 29, 24 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 894.53K (3.21%) | -5.99K Decreased by -0.67% | Oct 31, 24 |
| 5 | Scotia Wealth US Dividend Pool K | 818.10K (2.93%) | 0.00 Increased by 0.00% | Oct 31, 24 |
| 6 | iShares Russell 2000 ETF | 814.39K (2.92%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 7 | Avantis US Small Cap Value ETF | 471.15K (1.69%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 8 | DFA US Small Cap Value I | 443.59K (1.59%) | -18.46K Decreased by -4.16% | Oct 31, 24 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 431.69K (1.55%) | -1.22K Decreased by -0.28% | Oct 31, 24 |
| 10 | American Century Small Cap Growth Inv | 357.22K (1.28%) | 99.91K Increased by +27.97% | Sep 30, 24 |
| 11 | American Century U.S. Small Cap Growth | 357.22K (1.28%) | 99.91K Increased by +27.97% | Sep 30, 24 |
| 12 | JPMorgan Small Cap Growth A | 299.14K (1.07%) | -3.13K Decreased by -1.04% | Oct 31, 24 |
| 13 | Fidelity Small Cap Index | 288.76K (1.03%) | -5.81K Decreased by -2.01% | Sep 30, 24 |
| 14 | Fidelity® Small Cap Index | 284.01K (1.02%) | 7.39K Increased by +2.60% | Oct 31, 23 |
| 15 | iShares Russell 2000 Value ETF | 280.66K (1.01%) | 0.00 Increased by 0.00% | Nov 30, 24 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 270.72K (0.97%) | 55.00 Increased by +0.02% | Feb 29, 24 |
| 17 | Schwab Fundamental U.S. Small CompanyETF | 269.15K (0.96%) | -43.00 Decreased by -0.02% | Nov 30, 24 |
| 18 | SPDR® Portfolio S&P 600™ Sm Cap ETF | 264.38K (0.95%) | 245.00 Increased by +0.09% | Nov 29, 24 |
| 19 | DFA US Targeted Value I | 258.84K (0.93%) | -8.53K Decreased by -3.30% | Oct 31, 24 |
| 20 | Dimensional US Targeted Value ETF | 233.87K (0.84%) | 0.00 Increased by 0.00% | Nov 29, 24 |