Barnes Group Inc (B) Ownership

31.55 ↑0.41 (1.32%)

As of July 1, 2022, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Barnes Group Inc (B), owning a total of 7.6 million shares. Combined, the top 103 institutional holders of B own 324.77% of the company with a total of 164.5 million shares.

In the latest ownership report, the top 103 institutional holders have increased their combined ownership of B by 144 thousand shares, a 0.09% increase from the quarter prior.

Institution Ownership Chart

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.949%	5.018%	7,572,356	361,844	2021-03-31
BlackRock Inc	14.752%	-1.472%	7,460,879	-111,477	2021-06-30
BlackRock Inc	14.586%	2.814%	7,394,143	202,363	2021-12-31
Vanguard Group Inc	10.119%	1.147%	5,130,453	58,164	2022-03-31
Vanguard Group Inc	10.006%	1.019%	5,072,289	51,166	2021-12-31
Vanguard Group Inc	9.989%	2.351%	5,051,759	116,051	2021-06-30
Vanguard Group Inc	9.918%	-0.606%	5,021,123	-30,636	2021-09-30
Vanguard Group Inc	9.744%	2.888%	4,935,708	138,525	2021-03-31
Bank of America Corp	8.223%	1.004%	4,165,165	41,391	2021-03-31
Bank of America Corp	7.985%	-3.048%	4,038,219	-126,946	2021-06-30
Bank of America Corp	7.189%	-9.868%	3,639,732	-398,487	2021-09-30
Bank of America Corp	6.244%	0.304%	3,165,551	9,587	2022-03-31
Bank of America Corp	6.226%	-13.291%	3,155,964	-483,768	2021-12-31
Champlain Investment Partners, LLC	6.126%	9.331%	3,105,605	265,060	2021-12-31
Dimensional Fund Advisors, Inc.	5.940%	-1.260%	3,008,916	-38,392	2021-03-31
Dimensional Fund Advisors, Inc.	5.892%	2.243%	2,986,924	65,518	2022-03-31
Dimensional Fund Advisors, Inc.	5.842%	-1.809%	2,954,484	-54,432	2021-06-30
Dimensional Fund Advisors, Inc.	5.839%	0.057%	2,956,164	1,680	2021-09-30
Champlain Investment Partners, LLC	5.823%	-4.933%	2,952,420	-153,185	2022-03-31
Dimensional Fund Advisors, Inc.	5.763%	-1.176%	2,921,406	-34,758	2021-12-31
Champlain Investment Partners, LLC	5.611%	1.378%	2,840,545	38,605	2021-09-30
Wasatch Advisors Inc.	5.554%	-26.425%	2,813,177	-1,010,358	2021-03-31
Champlain Investment Partners, LLC	5.540%	0.249%	2,801,940	6,965	2021-06-30
Champlain Investment Partners, LLC	5.518%	1.203%	2,794,975	33,220	2021-03-31
Wasatch Advisors Inc.	5.362%	-3.598%	2,711,962	-101,215	2021-06-30
Wasatch Advisors Inc.	5.332%	-0.465%	2,699,346	-12,616	2021-09-30
Wasatch Advisors Inc.	4.999%	-6.116%	2,534,246	-165,100	2021-12-31
Macquarie Group Ltd	4.696%	19.052%	2,380,966	381,027	2022-03-31
Macquarie Group Ltd	4.440%	-0.099%	2,245,570	-2,227	2021-06-30
Macquarie Group Ltd	4.438%	-4.121%	2,247,797	-96,623	2021-03-31
Macquarie Group Ltd	3.985%	-10.163%	2,017,346	-228,224	2021-09-30
Macquarie Group Ltd	3.945%	-0.863%	1,999,939	-17,407	2021-12-31
State Street Corporation	3.494%	4.957%	1,771,179	83,652	2022-03-31
State Street Corporation	3.329%	3.177%	1,687,527	51,964	2021-12-31
State Street Corporation	3.240%	4.174%	1,638,542	65,656	2021-06-30
State Street Corporation	3.231%	-0.182%	1,635,563	-2,979	2021-09-30
State Street Corporation	3.105%	2.547%	1,572,886	39,069	2021-03-31
Aristotle Capital Boston, LLC	2.116%	54.955%	1,072,547	380,379	2021-12-31
Aristotle Capital Boston, LLC	2.073%	-2.032%	1,050,755	-21,792	2022-03-31
Wasatch Advisors Inc.	2.030%	-59.384%	1,029,318	-1,504,928	2022-03-31
Cramer Rosenthal McGlynn LLC	1.766%	14.333%	895,220	112,225	2021-12-31
Geode Capital Management, LLC	1.656%	3.544%	839,685	28,737	2022-03-31
Geode Capital Management, LLC	1.600%	1.345%	810,948	10,759	2021-12-31
Geode Capital Management, LLC	1.581%	0.848%	800,189	6,725	2021-09-30
Geode Capital Management, LLC	1.569%	11.200%	793,464	79,916	2021-06-30
Cramer Rosenthal McGlynn LLC	1.547%	11.991%	782,995	83,837	2021-09-30
Cramer Rosenthal McGlynn LLC	1.519%	-13.975%	770,111	-125,109	2022-03-31
Palisade Capital Management LLc	1.516%	0.529%	768,679	4,044	2021-12-31
Palisade Capital Management LLc	1.510%	8.996%	764,635	63,109	2021-09-30
Palisade Capital Management LLc	1.443%	-4.806%	731,733	-36,946	2022-03-31
NORGES BANK	1.413%	23.458%	715,664	135,980	2020-12-31
Geode Capital Management, LLC	1.409%	6.639%	713,548	44,424	2020-12-31
Northern Trust Corp	1.399%	0.855%	707,622	6,000	2021-06-30
Palisade Capital Management LLc	1.387%	11.504%	701,526	72,378	2021-06-30
Northern Trust Corp	1.385%	-19.722%	701,622	-172,367	2021-03-31
Cramer Rosenthal McGlynn LLC	1.382%	28.988%	699,158	157,125	2021-06-30
Victory Capital Management Inc.	1.371%	18.480%	693,514	108,172	2021-06-30
Aristotle Capital Boston, LLC	1.367%	21.594%	692,168	122,922	2021-09-30
Northern Trust Corp	1.342%	-3.984%	679,433	-28,189	2021-09-30
Geneva Capital Management	1.332%	-1.486%	674,516	-10,176	2021-03-31
Northern Trust Corp	1.321%	-1.450%	669,581	-9,852	2021-12-31
Geneva Capital Management	1.314%	-1.503%	664,377	-10,139	2021-06-30
Geneva Capital Management	1.294%	-1.426%	654,906	-9,471	2021-09-30
Bank of New York Mellon Corp	1.274%	-0.193%	645,094	-1,247	2021-03-31
Northern Trust Corp	1.273%	-3.578%	645,625	-23,956	2022-03-31
Bank of New York Mellon Corp	1.270%	-0.466%	642,090	-3,004	2021-06-30
Geneva Capital Management	1.262%	-2.290%	639,907	-14,999	2021-12-31
Geneva Capital Management	1.260%	-0.183%	638,738	-1,169	2022-03-31
Palisade Capital Management LLc	1.242%	21.563%	629,148	111,600	2021-03-31
Bank of New York Mellon Corp	1.197%	-5.473%	606,802	-35,135	2021-12-31
Aristotle Capital Boston, LLC	1.191%	-4.482%	603,032	-28,298	2021-03-31
Bank of New York Mellon Corp	1.188%	-0.767%	602,151	-4,651	2022-03-31
Victory Capital Management Inc.	1.156%	-22.782%	585,342	-172,700	2021-03-31
Aristotle Capital Boston, LLC	1.126%	-5.603%	569,246	-33,786	2021-06-30
Charles Schwab Investment Management Inc	1.108%	5.796%	561,585	30,767	2022-03-31
Cramer Rosenthal McGlynn LLC	1.070%	8,673.600%	542,033	535,855	2021-03-31
Charles Schwab Investment Management Inc	1.047%	4.747%	530,818	24,054	2021-12-31
Charles Schwab Investment Management Inc	1.001%	3.244%	506,764	15,923	2021-09-30
DePrince Race & Zollo Inc	0.991%	154.620%	502,158	304,939	2022-03-31
Charles Schwab Investment Management Inc	0.971%	3.607%	490,841	17,087	2021-06-30
Patriot Financial Group Insurance Agency, LLC	0.968%	-0.036%	489,305	-175	2021-06-30
Patriot Financial Group Insurance Agency, LLC	0.967%	0.249%	490,221	1,217	2021-12-31
Patriot Financial Group Insurance Agency, LLC	0.966%	1.095%	489,480	5,300	2021-03-31
Patriot Financial Group Insurance Agency, LLC	0.966%	-0.062%	489,004	-301	2021-09-30
Patriot Financial Group Insurance Agency, LLC	0.964%	-0.328%	488,613	-1,608	2022-03-31
Ceredex Value Advisors LLC	0.954%	2.098%	483,682	9,938	2021-12-31
Ceredex Value Advisors LLC	0.936%	113.014%	473,744	251,344	2021-09-30
Charles Schwab Investment Management Inc	0.935%	0.127%	473,754	600	2021-03-31
Ceredex Value Advisors LLC	0.877%	-8.105%	444,482	-39,200	2022-03-31
Tributary Capital Management, LLC	0.847%	27.568%	429,323	92,778	2022-03-31
Arrowstreet Capital Limited Partnership	0.805%	12.503%	407,616	45,300	2021-09-30
Principal Financial Group Inc	0.738%	5.147%	373,127	18,266	2021-06-30
Morgan Stanley - Brokerage Accounts	0.724%	79.289%	366,391	162,033	2021-09-30
Arrowstreet Capital Limited Partnership	0.716%	39.279%	362,316	102,179	2021-06-30
Principal Financial Group Inc	0.715%	-2.954%	362,105	-11,022	2021-09-30
Millennium Management LLC	0.709%	1,496.960%	359,077	336,592	2021-09-30
Nuveen Asset Management, LLC	0.702%	6.041%	355,553	20,255	2021-06-30
Principal Financial Group Inc	0.701%	2.003%	354,861	6,969	2021-03-31
Principal Financial Group Inc	0.688%	-3.647%	348,901	-13,204	2021-12-31
Mellon Investments Corporation	0.671%	2.181%	339,748	7,250	2021-03-31
Tributary Capital Management, LLC	0.664%	11.402%	336,545	34,444	2021-12-31
Nuveen Asset Management, LLC	0.662%	-0.523%	335,298	-1,764	2021-03-31
Morgan Stanley - Brokerage Accounts	0.654%	-9.591%	331,251	-35,140	2021-12-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Barnes Group Inc (B), owning a total of 3.3 million shares. Combined, the top 201 mutual fund holders of B own 433.32% of the company with a total of 219.4 million shares.

In the latest ownership report, the top 201 mutual funds have increased their combined ownership of B by 1 million shares, a 0.48% increase from the quarter prior.

Mutual Funds Chart

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.592%	-0.026%	3,341,812	-879	2022-04-28
iShares Core S&P Small-Cap ETF	6.586%	-0.088%	3,338,882	-2,930	2022-04-29
iShares Core S&P Small-Cap ETF	6.576%	-0.052%	3,333,770	-1,728	2022-03-31
iShares Core S&P Small-Cap ETF	6.471%	-0.087%	3,276,083	-2,844	2022-01-31
iShares Core S&P Small-Cap ETF	6.462%	0.252%	3,275,578	8,236	2022-02-28
iShares Core S&P Small-Cap ETF	6.446%	-0.070%	3,263,226	-2,269	2021-12-31
iShares Core S&P Small-Cap ETF	6.440%	0.196%	3,260,548	6,380	2021-12-29
iShares Core S&P Small-Cap ETF	6.426%	0.127%	3,257,720	4,144	2022-05-31
iShares Core S&P Small-Cap ETF	6.253%	-0.233%	3,165,782	-7,400	2021-11-30
iShares Core S&P Small-Cap ETF	6.205%	0.040%	3,143,241	1,240	2021-06-30
iShares Core S&P Small-Cap ETF	6.196%	0.028%	3,136,758	870	2021-10-29
iShares Core S&P Small-Cap ETF	6.160%	0.875%	3,115,424	27,032	2021-07-30
iShares Core S&P Small-Cap ETF	6.153%	0.016%	3,112,024	500	2021-08-31
iShares Core S&P Small-Cap ETF	6.124%	0.080%	3,097,356	2,460	2021-09-30
iShares Core S&P Small-Cap ETF	6.097%	0.040%	3,088,392	1,240	2021-07-28
Champlain Small Company Fund, LLC	4.839%	5.819%	2,449,880	134,715	2021-12-31
Champlain Small Company Fund, LLC	4.777%	-1.276%	2,418,630	-31,250	2022-01-31
Champlain Small Company Fund, LLC	4.749%	-0.456%	2,407,595	-11,035	2022-02-28
Champlain Small Company Fund, LLC	4.573%	2.848%	2,315,165	64,110	2021-11-30
Champlain Small Company Fund, LLC	4.542%	-4.371%	2,302,370	-105,225	2022-03-31
Champlain Small Company Fund, LLC	4.518%	-0.504%	2,290,760	-11,610	2022-04-30
Champlain Small Company Fund, LLC	4.446%	0.389%	2,251,055	8,720	2021-10-31
Champlain Small Company Fund, LLC	4.439%	0.705%	2,244,865	15,715	2021-08-31
Champlain Small Company Fund, LLC	4.434%	-0.113%	2,242,335	-2,530	2021-09-30
Champlain Small Company Fund, LLC	4.408%	1.175%	2,229,150	25,880	2021-07-31
Champlain Small Company Fund, LLC	4.350%	-0.197%	2,203,270	-4,355	2021-06-30
Champlain Small Company Fund, LLC	4.131%	-8.565%	2,094,555	-196,205	2022-05-31
Champlain Small Company Adv	2.890%	9.738%	1,465,000	130,000	2021-12-31
Vanguard Total Stock Mkt Idx Inv	2.804%	0.582%	1,421,793	8,225	2022-05-31
Vanguard Total Stock Mkt Idx Inv	2.788%	1.748%	1,413,568	24,280	2022-04-30
Vanguard Total Stock Mkt Idx Inv	2.741%	1.094%	1,389,288	15,029	2022-03-31
Vanguard Total Stock Mkt Idx Inv	2.734%	0.387%	1,383,906	5,338	2021-11-30
Vanguard Total Stock Mkt Idx Inv	2.723%	0.721%	1,377,195	9,857	2021-09-30
Vanguard Total Stock Mkt Idx Inv	2.723%	0.100%	1,378,568	1,373	2021-10-31
Vanguard Total Stock Mkt Idx Inv	2.712%	0.310%	1,372,943	4,237	2022-01-31
Vanguard Total Stock Mkt Idx Inv	2.711%	0.096%	1,374,259	1,316	2022-02-28
Vanguard Total Stock Mkt Idx Inv	2.709%	0.263%	1,370,218	3,598	2021-07-31
Vanguard Total Stock Mkt Idx Inv	2.704%	-0.210%	1,367,338	-2,880	2021-08-31
Vanguard Total Stock Mkt Idx Inv	2.704%	-1.098%	1,368,706	-15,200	2021-12-31
Vanguard Total Stock Mkt Idx Inv	2.698%	0.607%	1,366,620	8,249	2021-06-30
Champlain Small Company Adv	2.643%	-8.532%	1,340,000	-125,000	2022-03-31
Champlain Small Company Adv	2.637%	1.908%	1,335,000	25,000	2021-09-30
Champlain Small Company Adv	2.590%	3.557%	1,310,000	45,000	2021-06-30
Champlain Small Company Adv	2.497%	3.265%	1,265,000	40,000	2021-03-31
Vanguard Small Cap Index	2.393%	0.061%	1,211,291	735	2022-01-31
Vanguard Small Cap Index	2.391%	0.135%	1,210,556	1,628	2021-12-31
Vanguard Small Cap Index	2.388%	0.579%	1,208,928	6,956	2021-11-30
Vanguard Small Cap Index	2.386%	-0.157%	1,209,386	-1,905	2022-02-28
Vanguard Small Cap Index	2.384%	0.146%	1,208,466	1,766	2022-05-31
Vanguard Small Cap Index	2.380%	0.279%	1,206,700	3,357	2022-04-30
Vanguard Small Cap Index	2.375%	0.368%	1,201,055	4,406	2021-08-31
Vanguard Small Cap Index	2.374%	0.317%	1,201,972	3,795	2021-10-31
Vanguard Small Cap Index	2.374%	-0.500%	1,203,343	-6,043	2022-03-31
Vanguard Small Cap Index	2.369%	-0.240%	1,198,177	-2,878	2021-09-30
Vanguard Small Cap Index	2.366%	-0.021%	1,196,649	-256	2021-07-31
Vanguard Small Cap Index	2.363%	0.951%	1,196,905	11,279	2021-06-30
Delaware Small Cap Value A	2.322%	16.244%	1,177,200	164,503	2022-02-28
Delaware US Small Cap Value Eq SMA	2.322%	25.729%	1,177,200	240,900	2022-03-31
Delaware Small Cap Value A	2.322%	0.000%	1,177,200	0	2022-03-31
Delaware Small Cap Value A	2.322%	0.000%	1,177,200	0	2022-04-30
iShares Russell 2000 ETF	2.230%	-0.016%	1,129,010	-179	2021-11-30
iShares Russell 2000 ETF	2.165%	-0.413%	1,096,199	-4,550	2021-12-29
iShares Russell 2000 ETF	2.159%	0.309%	1,092,916	3,363	2021-10-29
iShares Russell 2000 ETF	2.156%	-0.247%	1,090,399	-2,700	2021-08-31
iShares Russell 2000 ETF	2.152%	0.064%	1,089,374	700	2021-12-31
iShares Russell 2000 ETF	2.140%	-1.024%	1,083,486	-11,214	2022-01-31
iShares Russell 2000 ETF	2.136%	0.279%	1,080,026	3,009	2021-09-30
iShares Russell 2000 ETF	2.127%	-0.722%	1,077,603	-7,832	2021-06-30
iShares Russell 2000 ETF	2.123%	-0.313%	1,076,383	-3,382	2022-03-31
iShares Russell 2000 ETF	2.120%	-0.593%	1,074,586	-6,408	2022-02-28
iShares Russell 2000 ETF	2.106%	-0.697%	1,065,143	-7,476	2021-07-30
iShares Russell 2000 ETF	2.087%	0.355%	1,056,955	3,738	2021-07-28
iShares Russell 2000 ETF	2.083%	0.457%	1,056,091	4,806	2022-04-28
iShares Russell 2000 ETF	2.073%	0.170%	1,050,929	1,780	2022-05-31
iShares Russell 2000 ETF	2.057%	-1.230%	1,043,097	-12,994	2022-04-29
DFA US Small Cap Value I	2.026%	0.043%	1,024,458	440	2021-08-31
DFA US Small Cap Value I	2.025%	0.227%	1,024,018	2,321	2021-07-31
DFA US Small Cap Value I	2.020%	0.344%	1,021,697	3,500	2021-06-30
DFA US Small Cap Value I	2.017%	-0.342%	1,020,958	-3,500	2021-09-30
DFA US Small Cap Value I	2.010%	0.000%	1,018,197	0	2021-05-31
Delaware Small Cap Value A	1.998%	8.160%	1,012,697	76,397	2022-01-31
DFA US Small Cap Value I	1.991%	-1.261%	1,008,083	-12,875	2021-10-31
DFA US Small Cap Value I	1.991%	0.000%	1,008,083	0	2021-11-30
DFA US Small Cap Value I	1.991%	0.000%	1,008,083	0	2021-12-31
DFA US Small Cap Value I	1.985%	0.060%	1,006,400	600	2022-04-30
DFA US Small Cap Value I	1.984%	-0.227%	1,005,800	-2,283	2022-01-31
DFA US Small Cap Value I	1.984%	0.000%	1,005,800	0	2022-02-28
DFA US Small Cap Value I	1.984%	0.000%	1,005,800	0	2022-03-31
Wasatch Core Growth	1.865%	0.000%	943,387	0	2021-06-30
Wasatch Core Growth	1.863%	0.000%	943,387	0	2021-09-30
Wasatch Core Growth	1.863%	0.000%	943,387	0	2021-12-31
Wasatch Core Growth	1.862%	0.000%	943,387	0	2021-03-31
Delaware Small Cap Value A	1.851%	5.594%	936,300	49,600	2021-07-31
Delaware Small Cap Value A	1.851%	0.000%	936,300	0	2021-08-31
Delaware US Small Cap Value Eq SMA	1.851%	5.594%	936,300	49,600	2021-09-30
Delaware Small Cap Value A	1.849%	0.000%	936,300	0	2021-09-30
Delaware Small Cap Value A	1.849%	0.000%	936,300	0	2021-10-31
Delaware Small Cap Value A	1.849%	0.000%	936,300	0	2021-11-30
Delaware Small Cap Value A	1.849%	0.000%	936,300	0	2021-12-31
Delaware US Small Cap Value Eq SMA	1.849%	0.000%	936,300	0	2021-12-31
Delaware Small Cap Value A	1.751%	0.249%	886,700	2,200	2021-06-30
Delaware US Small Cap Value Eq SMA	1.751%	0.249%	886,700	2,200	2021-06-30
Delaware Small Cap Value A	1.746%	0.000%	884,500	0	2021-05-31
Delaware Sm-Cap Val Eq	1.734%	0.000%	878,300	0	2020-09-30
iShares S&P Small-Cap 600 Value ETF	1.632%	-0.364%	826,426	-3,017	2021-06-30
iShares S&P Small-Cap 600 Value ETF	1.614%	0.317%	818,363	2,585	2022-05-31
iShares S&P Small-Cap 600 Value ETF	1.578%	0.000%	800,036	0	2022-02-28
Vanguard Small Cap Value Index Inv	1.557%	0.995%	789,388	7,780	2022-03-31
Vanguard Small Cap Value Index Inv	1.553%	-0.262%	787,318	-2,070	2022-04-30
Vanguard Small Cap Value Index Inv	1.544%	1.782%	781,797	13,689	2022-01-31
Vanguard Small Cap Value Index Inv	1.542%	-0.024%	781,608	-189	2022-02-28
Vanguard Small Cap Value Index Inv	1.540%	-0.822%	780,844	-6,474	2022-05-31
iShares S&P Small-Cap 600 Value ETF	1.530%	-1.050%	774,575	-8,220	2022-01-31
Vanguard Small Cap Value Index Inv	1.517%	0.506%	768,108	3,867	2021-12-31
iShares S&P Small-Cap 600 Value ETF	1.511%	0.000%	765,139	0	2021-12-31
iShares S&P Small-Cap 600 Value ETF	1.510%	0.264%	764,636	2,012	2021-12-29
Vanguard Small Cap Value Index Inv	1.510%	1.329%	764,241	10,021	2021-11-30
iShares S&P Small-Cap 600 Value ETF	1.506%	-0.132%	763,318	-1,006	2022-03-31
Vanguard Small Cap Value Index Inv	1.490%	0.635%	754,220	4,757	2021-10-31
Vanguard Small Cap Value Index Inv	1.482%	0.385%	749,463	2,877	2021-09-30
Vanguard Small Cap Value Index Inv	1.479%	0.121%	747,792	907	2021-07-31
Vanguard Small Cap Value Index Inv	1.476%	-0.161%	746,586	-1,206	2021-08-31
Vanguard Small Cap Value Index Inv	1.475%	3.067%	746,885	22,228	2021-06-30
iShares S&P Small-Cap 600 Value ETF	1.469%	-0.132%	742,782	-984	2021-07-30
iShares S&P Small-Cap 600 Value ETF	1.468%	-0.397%	743,766	-2,964	2021-07-28
iShares S&P Small-Cap 600 Value ETF	1.454%	0.397%	735,357	2,910	2021-09-30
iShares S&P Small-Cap 600 Value ETF	1.453%	0.000%	734,741	0	2021-08-31
iShares S&P Small-Cap 600 Value ETF	1.432%	0.000%	724,737	0	2021-10-29
iShares S&P Small-Cap 600 Value ETF	1.421%	-0.280%	719,187	-2,020	2021-11-30
iShares S&P Small-Cap 600 Value ETF	1.356%	-0.369%	687,599	-2,545	2022-04-28
iShares S&P Small-Cap 600 Value ETF	1.355%	-0.074%	687,088	-511	2022-04-29
Vanguard Extended Market Index Investor	1.334%	1.249%	674,788	8,326	2021-07-31
Vanguard Extended Market Index Investor	1.321%	-1.012%	667,960	-6,828	2021-08-31
Vanguard Extended Market Index Investor	1.316%	0.348%	666,462	2,309	2021-06-30
Delaware Small Cap Core I	1.312%	0.000%	663,593	0	2021-07-31
Delaware Small Cap Core I	1.310%	0.507%	663,593	3,345	2021-05-31
Delaware Small Cap Core I	1.310%	0.000%	663,593	0	2021-06-30
Macquarie US Small Cap Core Equity	1.310%	1.975%	663,593	12,852	2021-06-30
Wasatch Small Cap Value	1.244%	13.138%	628,968	73,038	2021-06-30
Wasatch Small Cap Value	1.235%	1.591%	626,064	9,806	2022-03-31
Vanguard Extended Market Index Investor	1.228%	0.204%	621,464	1,264	2021-11-30
Vanguard Extended Market Index Investor	1.225%	0.187%	620,200	1,157	2021-10-31
Vanguard Extended Market Index Investor	1.224%	-7.323%	619,043	-48,917	2021-09-30
Wasatch Small Cap Value	1.217%	-2.021%	616,258	-12,710	2021-09-30
Wasatch Small Cap Value	1.217%	0.000%	616,258	0	2021-12-31
Old Westbury Small & Mid Cap Strategies	1.213%	53.750%	615,000	215,000	2022-01-31
Vanguard Extended Market Index Investor	1.195%	0.750%	605,876	4,508	2022-03-31
Vanguard Extended Market Index Investor	1.194%	0.105%	605,264	632	2022-05-31
Vanguard Extended Market Index Investor	1.193%	-0.205%	604,632	-1,244	2022-04-30
Vanguard Extended Market Index Investor	1.186%	0.538%	601,368	3,220	2022-02-28
Vanguard Extended Market Index Investor	1.185%	-3.464%	599,935	-21,529	2021-12-31
Vanguard Extended Market Index Investor	1.182%	-0.298%	598,148	-1,787	2022-01-31
Old Westbury Small & Mid Cap Strategies	1.107%	0.000%	560,000	0	2021-07-31
Old Westbury Small & Mid Cap Strategies	1.106%	0.000%	560,000	0	2021-04-30
Wasatch Small Cap Value	1.098%	24.978%	555,930	111,108	2021-03-31
Delaware Small Cap Core I	1.081%	5.914%	548,028	30,600	2022-04-30
iShares Russell 2000 Value ETF	1.062%	-0.248%	537,671	-1,335	2021-06-30
iShares Russell 2000 Value ETF	1.023%	0.000%	517,379	0	2021-07-30
iShares Russell 2000 Value ETF	1.021%	-0.206%	517,379	-1,068	2021-07-28
Delaware Small Cap Core I	1.021%	2.649%	516,998	13,342	2021-11-30
Macquarie US Small Cap Core Equity	1.021%	0.678%	517,428	3,482	2022-03-31
Delaware Small Cap Core I	1.021%	0.678%	517,428	3,482	2022-03-31
Delaware Small Cap Core I	1.015%	-0.590%	513,946	-3,052	2021-12-31
Macquarie US Small Cap Core Equity	1.015%	2.589%	513,946	12,968	2021-12-31
iShares Russell 2000 Value ETF	1.015%	0.000%	513,107	0	2021-08-31
Delaware Small Cap Core I	1.014%	0.000%	513,946	0	2022-01-31
Delaware Small Cap Core I	1.014%	0.000%	513,946	0	2022-02-28
Delaware Small Cap Core I	1.010%	-23.000%	510,970	-152,623	2021-08-31
iShares Russell 2000 Value ETF	1.010%	0.000%	510,945	0	2021-09-30
iShares Russell 2000 Value ETF	1.004%	0.000%	508,410	0	2021-11-30
iShares Russell 2000 Value ETF	1.003%	0.000%	507,691	0	2021-12-29
iShares Russell 2000 Value ETF	1.003%	0.000%	507,691	0	2021-12-31
iShares Russell 2000 Value ETF	1.002%	0.000%	507,446	0	2022-01-31
iShares Russell 2000 Value ETF	1.001%	0.000%	506,737	0	2021-10-29
Delaware Small Cap Core I	0.995%	0.535%	503,656	2,678	2021-10-31
Macquarie US Small Cap Core Equity	0.991%	-24.505%	500,978	-162,615	2021-09-30
Delaware Small Cap Core I	0.990%	-1.956%	500,978	-9,992	2021-09-30
iShares Russell 2000 Value ETF	0.976%	0.000%	494,678	0	2022-02-28
iShares Russell 2000 Value ETF	0.955%	0.000%	483,962	0	2022-03-31
Ceredex Small Cap Value Equity	0.947%	7.180%	479,452	32,119	2021-12-31
Palisade Small Cap Core Equity	0.925%	15.168%	468,033	61,642	2021-09-30
Palisade Small Cap Core Equity	0.911%	-1.453%	461,231	-6,802	2021-12-31
iShares Russell 2000 Value ETF	0.903%	0.000%	457,853	0	2022-04-28
iShares Russell 2000 Value ETF	0.900%	-0.292%	456,518	-1,335	2022-04-29
Ceredex Small Cap Value Equity	0.885%	104.729%	447,333	228,833	2021-09-30
iShares Russell 2000 Value ETF	0.879%	0.000%	445,579	0	2022-05-31
Ceredex Small Cap Value Equity	0.868%	-8.176%	440,252	-39,200	2022-03-31
Palisade Small Cap Core Equity	0.866%	-4.795%	439,117	-22,114	2022-03-31
Vanguard Tax-Managed Small Cap Adm	0.835%	2.003%	422,684	8,300	2021-12-31
Vanguard Tax-Managed Small Cap Adm	0.835%	0.000%	422,684	0	2022-01-31
Vanguard Tax-Managed Small Cap Adm	0.834%	0.000%	422,684	0	2022-02-28
Vanguard Tax-Managed Small Cap Adm	0.834%	0.000%	422,684	0	2022-03-31
Vanguard Tax-Managed Small Cap Adm	0.834%	0.000%	422,684	0	2022-04-30
Vanguard Tax-Managed Small Cap Adm	0.834%	0.000%	422,684	0	2022-05-31
DFA US Small Cap I	0.822%	-5.032%	416,510	-22,071	2021-05-31
Vanguard Tax-Managed Small Cap Adm	0.819%	1.370%	414,384	5,600	2021-11-30
Vanguard Tax-Managed Small Cap Adm	0.808%	0.000%	408,784	0	2021-07-31
Vanguard Tax-Managed Small Cap Adm	0.808%	0.000%	408,784	0	2021-08-31
Vanguard Tax-Managed Small Cap Adm	0.808%	0.000%	408,784	0	2021-09-30
Vanguard Tax-Managed Small Cap Adm	0.807%	0.000%	408,784	0	2021-06-30
Palisade Small Cap Core Equity	0.804%	4.115%	406,391	16,062	2021-06-30