HNI Corporation (HNI) Ownership

37.25 ↓0.69 (-1.82%)

As of Market Close on May 18th, 2022.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of HNI Corporation (HNI), owning a total of 7 million shares. Combined, the top 87 institutional holders of HNI own 257.56% of the company with a total of 111.4 million shares.

In the latest ownership report, the top 87 institutional holders have increased their combined ownership of HNI by 4 million shares, a 3.47% increase from the quarter prior.

Institution Ownership Chart

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	16.422%	1.447%	6,952,909	99,185	2021-12-31
BlackRock Inc	16.144%	46.999%	7,030,942	2,247,954	2021-03-31
BlackRock Inc	15.985%	-0.247%	7,013,551	-17,391	2021-06-30
State Farm Mutual Automobile Ins Co	12.924%	0.000%	5,628,800	0	2021-03-31
State Farm Mutual Automobile Ins Co	12.829%	0.000%	5,628,800	0	2021-06-30
Vanguard Group Inc	11.045%	-1.715%	4,676,126	-81,588	2021-12-31
Vanguard Group Inc	10.922%	1.708%	4,757,714	79,887	2021-09-30
Vanguard Group Inc	10.662%	2.485%	4,677,827	113,408	2021-06-30
Vanguard Group Inc	10.480%	15.631%	4,564,419	617,027	2021-03-31
State Farm Mutual Automobile Ins Co	9.518%	0.000%	4,029,600	0	2021-12-31
State Farm Mutual Automobile Ins Co	9.507%	0.000%	4,029,600	0	2022-03-31
State Farm Mutual Automobile Ins Co	9.251%	-28.411%	4,029,600	-1,599,200	2021-09-30
Northern Trust Corp	5.371%	0.451%	2,274,049	10,208	2021-12-31
Northern Trust Corp	5.197%	234.656%	2,263,841	1,587,373	2021-09-30
State Street Corporation	3.746%	2.888%	1,585,991	44,517	2021-12-31
State Street Corporation	3.539%	1.180%	1,541,474	17,980	2021-09-30
State Street Corporation	3.472%	3.679%	1,523,494	54,054	2021-06-30
State Street Corporation	3.374%	9.461%	1,469,440	127,012	2021-03-31
FMR Inc	3.348%	387.250%	1,417,372	1,126,480	2021-12-31
Dimensional Fund Advisors, Inc.	2.775%	-1.669%	1,208,612	-20,516	2021-03-31
Dimensional Fund Advisors, Inc.	2.667%	1.016%	1,130,605	11,369	2022-03-31
Dimensional Fund Advisors, Inc.	2.644%	0.706%	1,119,236	7,841	2021-12-31
Dimensional Fund Advisors, Inc.	2.551%	1.065%	1,111,395	11,710	2021-09-30
Dimensional Fund Advisors, Inc.	2.506%	-9.013%	1,099,685	-108,927	2021-06-30
Charles Schwab Investment Management Inc	2.413%	1.674%	1,021,597	16,821	2021-12-31
Charles Schwab Investment Management Inc	2.307%	10.710%	1,004,776	97,198	2021-09-30
Charles Schwab Investment Management Inc	2.069%	7.594%	907,578	64,053	2021-06-30
Charles Schwab Investment Management Inc	1.937%	-8.832%	843,525	-81,721	2021-03-31
Bank of New York Mellon Corp	1.765%	-1.475%	768,664	-11,511	2021-03-31
Geode Capital Management, LLC	1.729%	-1.183%	731,874	-8,765	2021-12-31
Geode Capital Management, LLC	1.700%	0.475%	740,639	3,504	2021-09-30
Bank of New York Mellon Corp	1.695%	-3.225%	743,875	-24,789	2021-06-30
Geode Capital Management, LLC	1.680%	16.357%	737,135	103,621	2021-06-30
Bank of New York Mellon Corp	1.549%	-13.885%	655,611	-105,707	2021-12-31
Northern Trust Corp	1.542%	18.200%	676,468	104,161	2021-06-30
Amvescap Plc.	1.465%	21.753%	638,116	114,009	2021-09-30
Geode Capital Management, LLC	1.455%	3.188%	633,514	19,572	2020-12-31
Frontier Capital Management CO Inc	1.416%	11.498%	621,355	64,077	2021-06-30
Frontier Capital Management CO Inc	1.416%	-0.917%	599,522	-5,546	2021-12-31
Principal Financial Group Inc	1.414%	14.438%	616,078	77,725	2021-09-30
Frontier Capital Management CO Inc	1.389%	-2.621%	605,068	-16,287	2021-09-30
Principal Financial Group Inc	1.344%	-7.671%	568,822	-47,256	2021-12-31
Amvescap Plc.	1.315%	-12.735%	556,852	-81,264	2021-12-31
Northern Trust Corp	1.314%	-15.847%	572,307	-107,771	2021-03-31
FMR Inc	1.299%	-66.043%	565,524	-1,099,901	2021-03-31
Frontier Capital Management CO Inc	1.280%	-21.006%	557,278	-148,188	2021-03-31
FMR Inc	1.248%	-3.197%	547,443	-18,081	2021-06-30
NORGES BANK	1.246%	-22.001%	542,445	-153,007	2020-12-31
Principal Financial Group Inc	1.227%	71.354%	538,353	224,177	2021-06-30
Amvescap Plc.	1.216%	204.085%	529,631	355,459	2021-03-31
Ameriprise Financial Inc	1.203%	5.350%	524,140	26,619	2021-09-30
Ameriprise Financial Inc	1.201%	-2.958%	508,635	-15,505	2021-12-31
Amvescap Plc.	1.195%	-1.043%	524,107	-5,524	2021-06-30
Mellon Investments Corporation	1.156%	11.336%	503,310	51,247	2021-03-31
Ameriprise Financial Inc	1.135%	36.398%	494,258	131,892	2021-03-31
Ameriprise Financial Inc	1.134%	0.660%	497,521	3,263	2021-06-30
Mellon Investments Corporation	1.120%	-2.391%	491,275	-12,035	2021-06-30
Nuveen Asset Management, LLC	1.082%	17.084%	474,880	69,291	2021-06-30
Nuveen Asset Management, LLC	1.081%	-3.647%	457,559	-17,321	2021-09-30
Crawford Investment Counsel, Inc	0.947%	-0.552%	400,957	-2,225	2021-12-31
Mellon Investments Corporation	0.945%	-21.071%	400,279	-106,857	2021-12-31
Nuveen Asset Management, LLC	0.931%	-8.610%	405,589	-38,211	2021-03-31
Crawford Investment Counsel, Inc	0.926%	88.960%	403,182	189,813	2021-09-30
Systematic Financial Management LP	0.876%	10.308%	381,741	35,673	2021-09-30
Systematic Financial Management LP	0.871%	-3.440%	368,611	-13,130	2021-12-31
Arrowstreet Capital Limited Partnership	0.836%	21.897%	366,924	65,912	2021-06-30
Systematic Financial Management LP	0.789%	14.977%	346,068	45,078	2021-06-30
JPMorgan Chase & Co	0.760%	10.822%	333,442	32,562	2021-06-30
Eaton Vance Management	0.754%	49.009%	328,380	108,004	2021-09-30
ProShare Advisors LLC	0.734%	30.663%	319,589	74,998	2021-03-31
JPMorgan Chase & Co	0.733%	11.599%	310,440	32,265	2021-12-31
Eaton Vance Management	0.724%	-6.713%	306,335	-22,045	2021-12-31
Principal Financial Group Inc	0.721%	121.888%	314,176	172,584	2021-03-31
Arrowstreet Capital Limited Partnership	0.691%	-8.565%	301,012	-28,196	2021-03-31
Systematic Financial Management LP	0.691%	17.940%	300,990	45,784	2021-03-31
JPMorgan Chase & Co	0.691%	-24.795%	300,880	-99,197	2021-03-31
FMR Inc	0.668%	-46.864%	290,892	-256,551	2021-09-30
Goldman Sachs Group Inc	0.649%	-33.945%	282,798	-145,325	2021-03-31
ProShare Advisors LLC	0.643%	12.045%	272,467	29,291	2022-03-31
JPMorgan Chase & Co	0.639%	-16.575%	278,175	-55,267	2021-09-30
ProShare Advisors LLC	0.593%	9.803%	258,322	23,062	2021-09-30
ProShare Advisors LLC	0.574%	-5.863%	243,176	-15,146	2021-12-31
Prudential Financial Inc	0.564%	9.146%	245,835	20,600	2021-09-30
ProShare Advisors LLC	0.536%	-26.387%	235,260	-84,329	2021-06-30
D. E. Shaw & Co LP	0.508%	65.858%	221,122	87,802	2021-09-30
Morgan Stanley - Brokerage Accounts	0.494%	16.548%	214,952	30,519	2021-09-30
Morgan Stanley - Brokerage Accounts	0.458%	-9.756%	193,981	-20,971	2021-12-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of HNI Corporation (HNI), owning a total of 3.1 million shares. Combined, the top 238 mutual fund holders of HNI own 373.58% of the company with a total of 161.6 million shares.

In the latest ownership report, the top 238 mutual funds have increased their combined ownership of HNI by 1 million shares, a 0.59% 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	7.385%	-0.053%	3,126,680	-1,656	2022-03-30
iShares Core S&P Small-Cap ETF	7.379%	-0.018%	3,126,056	-554	2022-04-27
iShares Core S&P Small-Cap ETF	7.376%	-0.053%	3,125,024	-1,656	2022-03-31
iShares Core S&P Small-Cap ETF	7.367%	-0.089%	3,122,455	-2,770	2022-04-29
iShares Core S&P Small-Cap ETF	7.278%	0.258%	3,081,262	7,917	2022-02-28
iShares Core S&P Small-Cap ETF	7.033%	-0.022%	3,063,681	-665	2022-01-31
iShares Core S&P Small-Cap ETF	7.006%	-0.107%	3,051,840	-3,259	2021-12-31
iShares Core S&P Small-Cap ETF	7.003%	0.202%	3,050,356	6,138	2021-12-29
iShares Core S&P Small-Cap ETF	6.874%	-0.237%	2,994,340	-7,125	2021-11-30
iShares Core S&P Small-Cap ETF	6.786%	0.029%	2,955,861	843	2021-10-29
iShares Core S&P Small-Cap ETF	6.745%	0.040%	2,937,609	1,160	2021-06-30
iShares Core S&P Small-Cap ETF	6.657%	0.080%	2,920,687	2,320	2021-09-30
iShares Core S&P Small-Cap ETF	6.643%	0.016%	2,914,783	468	2021-08-31
iShares Core S&P Small-Cap ETF	6.636%	0.876%	2,911,620	25,288	2021-07-30
iShares Core S&P Small-Cap ETF	6.627%	0.040%	2,886,332	1,160	2021-07-28
State Farm Growth	3.399%	0.000%	1,439,200	0	2021-12-31
State Farm Growth	3.305%	0.000%	1,439,200	0	2021-03-31
State Farm Growth	3.304%	0.000%	1,439,200	0	2021-09-30
State Farm Growth	3.280%	0.000%	1,439,200	0	2021-06-30
Vanguard Total Stock Mkt Idx Inv	2.836%	1.318%	1,201,329	15,631	2022-03-31
Vanguard Total Stock Mkt Idx Inv	2.801%	0.116%	1,185,698	1,376	2022-02-28
Vanguard Total Stock Mkt Idx Inv	2.753%	0.544%	1,199,192	6,493	2021-11-30
Vanguard Total Stock Mkt Idx Inv	2.738%	0.145%	1,192,699	1,721	2021-10-31
Vanguard Total Stock Mkt Idx Inv	2.719%	0.420%	1,184,322	4,953	2022-01-31
Vanguard Total Stock Mkt Idx Inv	2.715%	1.030%	1,190,978	12,147	2021-09-30
Vanguard Total Stock Mkt Idx Inv	2.708%	-1.653%	1,179,369	-19,823	2021-12-31
Vanguard Total Stock Mkt Idx Inv	2.704%	-3.455%	1,177,645	-42,146	2021-06-30
Vanguard Total Stock Mkt Idx Inv	2.695%	0.406%	1,182,429	4,784	2021-07-31
Vanguard Total Stock Mkt Idx Inv	2.687%	-0.304%	1,178,831	-3,598	2021-08-31
iShares Russell 2000 ETF	2.462%	-0.016%	1,072,560	-170	2021-11-30
Vanguard Small Cap Index	2.458%	-0.277%	1,040,742	-2,890	2022-02-28
Vanguard Small Cap Index	2.441%	-0.643%	1,034,048	-6,694	2022-03-31
Vanguard Small Cap Index	2.405%	0.595%	1,047,709	6,192	2021-11-30
Vanguard Small Cap Index	2.396%	0.562%	1,043,632	5,830	2022-01-31
Vanguard Small Cap Index	2.391%	0.227%	1,041,517	2,355	2021-10-31
Vanguard Small Cap Index	2.383%	-0.946%	1,037,802	-9,907	2021-12-31
Vanguard Small Cap Index	2.368%	0.782%	1,039,162	8,065	2021-09-30
Vanguard Small Cap Index	2.358%	-2.571%	1,027,065	-27,104	2021-06-30
Vanguard Small Cap Index	2.350%	0.163%	1,031,097	1,680	2021-08-31
Vanguard Small Cap Index	2.346%	0.229%	1,029,417	2,352	2021-07-31
iShares Russell 2000 ETF	2.344%	-0.413%	1,021,087	-4,238	2021-12-29
iShares Russell 2000 ETF	2.339%	0.309%	1,018,991	3,135	2021-10-29
iShares Russell 2000 ETF	2.335%	-0.964%	988,487	-9,617	2022-03-30
iShares Russell 2000 ETF	2.332%	-0.591%	987,509	-5,868	2022-02-28
iShares Russell 2000 ETF	2.330%	0.064%	1,014,730	652	2021-12-31
iShares Russell 2000 ETF	2.326%	-0.313%	985,390	-3,097	2022-03-31
iShares Russell 2000 ETF	2.303%	-0.723%	1,002,813	-7,304	2021-06-30
iShares Russell 2000 ETF	2.292%	-0.247%	1,005,635	-2,490	2021-08-31
iShares Russell 2000 ETF	2.286%	0.279%	1,002,950	2,788	2021-09-30
iShares Russell 2000 ETF	2.286%	-1.021%	995,659	-10,269	2022-01-31
iShares Russell 2000 ETF	2.272%	0.768%	962,407	7,335	2022-04-27
iShares Russell 2000 ETF	2.259%	-0.699%	991,193	-6,972	2021-07-30
iShares Russell 2000 ETF	2.258%	0.356%	983,557	3,486	2021-07-28
iShares Russell 2000 ETF	2.253%	-1.231%	954,909	-11,899	2022-04-29
Fidelity® Value	1.983%	30.312%	840,379	195,479	2022-03-31
iShares S&P Small-Cap 600 Value ETF	1.777%	-0.364%	773,797	-2,828	2021-06-30
iShares S&P Small-Cap 600 Value ETF	1.767%	0.000%	748,180	0	2022-02-28
iShares S&P Small-Cap 600 Value ETF	1.692%	0.269%	716,188	1,920	2022-03-30
iShares S&P Small-Cap 600 Value ETF	1.688%	-0.134%	715,232	-956	2022-03-31
iShares S&P Small-Cap 600 Value ETF	1.663%	-1.074%	724,388	-7,866	2022-01-31
iShares S&P Small-Cap 600 Value ETF	1.642%	0.000%	715,082	0	2021-12-31
iShares S&P Small-Cap 600 Value ETF	1.641%	0.269%	714,602	1,916	2021-12-29
Vanguard Small Cap Value Index Inv	1.601%	0.622%	678,235	4,192	2022-03-31
Vanguard Small Cap Value Index Inv	1.592%	0.516%	674,043	3,460	2022-02-28
iShares S&P Small-Cap 600 Value ETF	1.587%	-0.416%	691,358	-2,886	2021-07-28
iShares S&P Small-Cap 600 Value ETF	1.581%	0.408%	693,707	2,820	2021-09-30
iShares S&P Small-Cap 600 Value ETF	1.579%	0.000%	687,620	0	2021-10-29
iShares S&P Small-Cap 600 Value ETF	1.574%	-0.140%	690,392	-966	2021-07-30
iShares S&P Small-Cap 600 Value ETF	1.568%	0.000%	688,031	0	2021-08-31
iShares S&P Small-Cap 600 Value ETF	1.554%	-0.287%	676,677	-1,944	2021-11-30
Vanguard Small Cap Value Index Inv	1.540%	1.473%	670,583	9,735	2022-01-31
Fidelity® Value	1.534%	12.993%	668,200	76,836	2021-11-30
iShares S&P Small-Cap 600 Value ETF	1.526%	-0.148%	646,462	-960	2022-04-27
Fidelity® Value	1.523%	0.000%	644,900	0	2022-01-31
Fidelity® Value	1.523%	0.000%	644,900	0	2022-02-28
Vanguard Small Cap Value Index Inv	1.523%	0.842%	663,276	5,540	2021-11-30
iShares S&P Small-Cap 600 Value ETF	1.518%	-0.075%	643,582	-480	2022-04-29
Vanguard Small Cap Value Index Inv	1.517%	-0.366%	660,848	-2,428	2021-12-31
Vanguard Small Cap Value Index Inv	1.510%	1.224%	657,736	7,953	2021-10-31
Vanguard Small Cap Value Index Inv	1.481%	1.068%	649,783	6,865	2021-09-30
Fidelity® Value	1.481%	-3.487%	644,900	-23,300	2021-12-31
Vanguard Small Cap Value Index Inv	1.477%	0.437%	643,150	2,798	2021-06-30
Vanguard Small Cap Value Index Inv	1.468%	0.126%	643,962	812	2021-07-31
Vanguard Small Cap Value Index Inv	1.465%	-0.162%	642,918	-1,044	2021-08-31
Vanguard Extended Market Index Investor	1.459%	0.113%	640,248	725	2021-08-31
Vanguard Extended Market Index Investor	1.458%	1.941%	639,523	12,176	2021-07-31
Vanguard Extended Market Index Investor	1.440%	0.869%	627,347	5,407	2021-06-30
Vanguard Extended Market Index Investor	1.370%	0.209%	596,785	1,243	2021-10-31
Vanguard Extended Market Index Investor	1.370%	-0.028%	596,621	-164	2021-11-30
Vanguard Extended Market Index Investor	1.361%	0.778%	576,741	4,454	2022-03-31
Fidelity® Value	1.358%	4,112.890%	591,364	577,327	2021-10-31
Vanguard Extended Market Index Investor	1.357%	-6.983%	595,542	-44,706	2021-09-30
Vanguard Extended Market Index Investor	1.352%	0.575%	572,287	3,272	2022-02-28
Vanguard Extended Market Index Investor	1.310%	-4.328%	570,802	-25,819	2021-12-31
Vanguard Extended Market Index Investor	1.306%	-0.313%	569,015	-1,787	2022-01-31
Schwab US Dividend Equity ETF™	1.199%	0.203%	507,771	1,026	2022-02-28
Schwab US Dividend Equity ETF™	1.186%	0.121%	502,551	605	2022-04-29
Schwab US Dividend Equity ETF™	1.181%	0.154%	500,186	770	2022-04-27
Schwab US Dividend Equity ETF™	1.148%	0.159%	486,161	770	2022-03-31
Schwab US Dividend Equity ETF™	1.146%	0.307%	485,391	1,485	2022-03-30
Fidelity® Small Cap Growth	1.118%	1.904%	473,900	8,852	2022-02-28
Fidelity® Small Cap Growth	1.098%	1.032%	465,048	4,748	2022-01-31
Fidelity® Small Cap Growth	1.087%	169.199%	460,300	289,311	2021-12-31
Fidelity® Small Cap Value	1.079%	-18.769%	470,000	-108,600	2021-01-31
Schwab US Dividend Equity ETF™	1.078%	0.036%	469,581	171	2022-01-31
iShares Russell 2000 Value ETF	1.037%	-0.247%	451,627	-1,120	2021-06-30
Schwab US Dividend Equity ETF™	1.021%	0.154%	444,558	684	2021-12-31
Schwab US Dividend Equity ETF™	1.019%	0.116%	443,874	513	2021-12-30
Schwab US Dividend Equity ETF™	1.017%	0.203%	442,911	896	2021-11-30
iShares Russell 2000 Value ETF	0.998%	-0.206%	434,603	-896	2021-07-28
Schwab US Dividend Equity ETF™	0.993%	0.104%	432,663	448	2021-10-29
iShares Russell 2000 Value ETF	0.991%	0.000%	434,603	0	2021-07-30
iShares Russell 2000 Value ETF	0.982%	0.000%	431,019	0	2021-08-31
iShares Russell 2000 Value ETF	0.974%	0.000%	424,138	0	2021-10-29
iShares Russell 2000 Value ETF	0.969%	0.000%	410,251	0	2022-02-28
iShares Russell 2000 Value ETF	0.967%	0.000%	421,278	0	2021-11-30
iShares Russell 2000 Value ETF	0.966%	0.000%	420,859	0	2022-01-31
iShares Russell 2000 Value ETF	0.965%	0.000%	423,381	0	2021-09-30
iShares Russell 2000 Value ETF	0.964%	0.000%	419,730	0	2021-12-29
iShares Russell 2000 Value ETF	0.964%	0.000%	419,730	0	2021-12-31
Schwab US Dividend Equity ETF™	0.948%	0.027%	415,932	110	2021-09-30
iShares Russell 2000 Value ETF	0.946%	-0.494%	400,527	-1,989	2022-03-30
iShares Russell 2000 Value ETF	0.945%	0.000%	400,527	0	2022-03-31
Invesco High Yield Eq Div Achiev™ ETF	0.905%	0.000%	393,983	0	2021-11-30
Fidelity® Small Cap Value	0.900%	0.000%	394,900	0	2021-05-31
Fidelity® Small Cap Value	0.900%	0.000%	394,900	0	2021-06-30
Invesco High Yield Eq Div Achiev™ ETF	0.900%	0.000%	391,879	0	2021-10-31
Vanguard Tax-Managed Small Cap Adm	0.897%	0.984%	379,824	3,700	2022-02-28
Vanguard Tax-Managed Small Cap Adm	0.897%	0.000%	379,824	0	2022-03-31
iShares Russell 2000 Value ETF	0.894%	-0.580%	378,869	-2,210	2022-04-27
iShares Russell 2000 Value ETF	0.891%	-0.292%	377,764	-1,105	2022-04-29
Invesco High Yield Eq Div Achiev™ ETF	0.887%	0.000%	389,295	0	2021-09-30
Schwab US Dividend Equity ETF™	0.881%	0.041%	386,428	159	2021-08-31
Vanguard Tax-Managed Small Cap Adm	0.864%	1.484%	376,124	5,500	2021-12-31
Vanguard Tax-Managed Small Cap Adm	0.864%	0.000%	376,124	0	2022-01-31
Schwab US Dividend Equity ETF™	0.858%	0.071%	373,491	265	2021-07-28
SPDR® S&P 600 Small Cap Value ETF	0.855%	0.192%	362,415	696	2022-03-31
SPDR® S&P 600 Small Cap Value ETF	0.854%	0.389%	361,719	1,400	2022-03-30
Schwab US Dividend Equity ETF™	0.851%	-0.043%	373,491	-159	2021-07-30
Vanguard Tax-Managed Small Cap Adm	0.851%	0.000%	370,624	0	2021-10-31
Vanguard Tax-Managed Small Cap Adm	0.851%	0.000%	370,624	0	2021-11-30
Vanguard Tax-Managed Small Cap Adm	0.845%	1.590%	370,624	5,800	2021-09-30
Schwab US Dividend Equity ETF™	0.841%	0.218%	366,124	795	2021-06-30
SPDR® S&P 600 Small Cap Value ETF	0.837%	0.098%	354,624	348	2022-04-30
SPDR® S&P 600 Small Cap Value ETF	0.836%	0.000%	354,276	0	2022-04-28
SPDR® S&P 600 Small Cap Value ETF	0.836%	0.000%	354,276	0	2022-04-29
Vanguard Tax-Managed Small Cap Adm	0.832%	3.051%	364,824	10,800	2021-08-31
SPDR® S&P 600 Small Cap Value ETF	0.830%	-0.198%	351,579	-698	2022-02-28
Invesco High Yield Eq Div Achiev™ ETF	0.828%	0.217%	350,350	759	2022-02-28
DFA US Small Cap I	0.827%	-5.256%	360,272	-19,988	2021-05-31
SPDR® S&P 600 Small Cap Value ETF	0.812%	0.099%	353,812	348	2021-12-31
SPDR® S&P 600 Small Cap Value ETF	0.812%	0.000%	353,827	0	2022-01-31
SPDR® S&P 600 Small Cap Value ETF	0.812%	0.000%	353,464	0	2021-12-30
Vanguard Tax-Managed Small Cap Adm	0.807%	1.520%	354,024	5,300	2021-07-31
Vanguard Tax-Managed Small Cap Adm	0.801%	3.934%	348,724	13,200	2021-06-30
Invesco High Yield Eq Div Achiev™ ETF	0.778%	0.102%	338,758	345	2022-01-31
Fidelity® Small Cap Index	0.775%	3.237%	328,258	10,291	2022-02-28
DFA US Small Cap I	0.760%	0.000%	321,602	0	2022-01-31
Invesco High Yield Eq Div Achiev™ ETF	0.754%	0.000%	328,615	0	2021-12-30
Fidelity® Small Cap Index	0.751%	2.604%	317,967	8,071	2022-01-31
SPDR® S&P 600 Small Cap Value ETF	0.748%	2.310%	325,624	7,352	2021-11-30
DFA US Small Cap I	0.738%	0.000%	321,602	0	2021-09-30
DFA US Small Cap I	0.738%	0.000%	321,602	0	2021-10-31
DFA US Small Cap I	0.738%	0.000%	321,602	0	2021-11-30
DFA US Small Cap I	0.738%	0.000%	321,602	0	2021-12-31
DFA US Small Cap I	0.733%	-10.734%	321,602	-38,670	2021-06-30
DFA US Small Cap I	0.733%	0.000%	321,602	0	2021-07-31
DFA US Small Cap I	0.733%	0.000%	321,602	0	2021-08-31
Fidelity® Small Cap Index	0.732%	0.728%	309,896	2,239	2021-12-31
Fidelity® Small Cap Index	0.731%	3.158%	320,759	9,818	2021-05-31
Fidelity® Small Cap Index	0.730%	0.667%	317,893	2,106	2021-08-31
Fidelity® Small Cap Index	0.730%	1.721%	317,866	5,378	2021-10-31
DFA US Small Cap I	0.728%	-4.101%	308,414	-13,188	2022-02-28
SPDR® S&P 600 Small Cap Value ETF	0.728%	-0.309%	316,976	-981	2021-10-29
SPDR® S&P 600 Small Cap Value ETF	0.728%	0.000%	316,976	0	2021-10-31
DFA US Small Cap I	0.728%	0.000%	308,414	0	2022-03-31
SPDR® S&P 600 Small Cap Value ETF	0.720%	0.000%	315,901	0	2021-08-31
Fidelity® Small Cap Index	0.720%	0.368%	315,787	1,158	2021-07-31
Fidelity® Small Cap Index	0.717%	-1.700%	312,488	-5,405	2021-09-30
Fidelity® Small Cap Index	0.717%	-1.911%	314,629	-6,130	2021-06-30
SPDR® S&P 600 Small Cap Value ETF	0.716%	0.000%	311,972	0	2021-06-30
SPDR® S&P 600 Small Cap Value ETF	0.714%	0.845%	313,277	2,624	2021-07-31
SPDR® S&P 600 Small Cap Value ETF	0.713%	0.000%	310,325	0	2021-07-28
SPDR® S&P 600 Small Cap Value ETF	0.711%	0.104%	311,729	325	2021-09-30
Fidelity® Small Cap Index	0.706%	-3.212%	307,657	-10,209	2021-11-30
Invesco High Yield Eq Div Achiev™ ETF	0.674%	0.000%	293,548	0	2021-07-29
Invesco High Yield Eq Div Achiev™ ETF	0.670%	0.106%	291,874	310	2021-06-30
Invesco High Yield Eq Div Achiev™ ETF	0.669%	0.000%	293,548	0	2021-07-31
Invesco High Yield Eq Div Achiev™ ETF	0.659%	0.000%	289,112	0	2021-08-31
Fidelity® Small Cap Index	0.658%	5.069%	286,404	13,818	2021-01-31
ProShares Russell 2000 Dividend Growers	0.624%	0.707%	264,643	1,857	2022-04-30
ProShares Russell 2000 Dividend Growers	0.620%	7.844%	262,786	19,114	2022-03-31
ProShares Russell 2000 Dividend Growers	0.585%	3.579%	254,664	8,799	2021-11-30
ProShares Russell 2000 Dividend Growers	0.576%	2.974%	243,672	7,038	2022-02-28
ProShares Russell 2000 Dividend Growers	0.574%	18.901%	251,610	39,996	2021-09-30
ProShares Russell 2000 Dividend Growers	0.564%	-2.283%	245,865	-5,745	2021-10-31
Principal SmallCap S&P 600 Idx SP	0.554%	2.316%	241,228	5,460	2021-06-30
Principal SmallCap S&P 600 Idx SP	0.552%	0.000%	240,283	0	2021-10-31
Principal SmallCap S&P 600 Idx SP	0.552%	0.000%	240,283	0	2021-11-30
Principal SmallCap S&P 600 Idx SP	0.550%	0.000%	241,228	0	2021-07-31
Principal SmallCap S&P 600 Idx SP	0.550%	0.000%	241,228	0	2021-08-31
Fidelity® Extended Market Index	0.549%	0.000%	232,302	0	2022-01-31
Fidelity® Extended Market Index	0.549%	0.000%	232,302	0	2022-02-28
Fidelity® Extended Market Index	0.548%	0.000%	232,302	0	2022-03-31
Principal SmallCap S&P 600 Idx SP	0.548%	-0.392%	240,283	-945	2021-09-30
Principal SmallCap S&P 600 Idx SP	0.547%	-0.729%	231,467	-1,699	2022-02-28
Principal SmallCap S&P 600 Idx SP	0.545%	-0.278%	230,824	-643	2022-03-31
Schwab Fundamental US Small Company ETF	0.545%	5.933%	230,892	12,932	2022-04-29
ProShares Russell 2000 Dividend Growers	0.543%	0.758%	236,634	1,781	2022-01-31
ProShares Russell 2000 Dividend Growers	0.539%	-7.779%	234,853	-19,811	2021-12-31
Principal SmallCap S&P 600 Idx SP	0.535%	-2.962%	233,166	-7,117	2021-12-31
Principal SmallCap S&P 600 Idx SP	0.535%	0.000%	233,166	0	2022-01-31
Fidelity® Extended Market Index	0.535%	0.000%	232,900	0	2021-09-30
Fidelity® Extended Market Index	0.535%	0.000%	232,900	0	2021-10-31
Fidelity® Extended Market Index	0.533%	-0.257%	232,302	-598	2021-11-30
Fidelity® Extended Market Index	0.533%	0.000%	232,302	0	2021-12-31
Fidelity® Extended Market Index	0.531%	3.019%	232,900	6,825	2021-06-30
Fidelity® Extended Market Index	0.531%	0.000%	232,900	0	2021-07-31
Fidelity® Extended Market Index	0.531%	0.000%	232,900	0	2021-08-31
Fidelity® Extended Market Index	0.519%	3.011%	226,075	6,608	2021-05-31
ProShares Russell 2000 Dividend Growers	0.512%	-28.081%	222,781	-86,985	2021-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.511%	0.371%	216,195	800	2022-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.510%	0.000%	216,195	0	2022-03-31
WisdomTree US SmallCap Dividend ETF	0.495%	1.302%	215,380	2,769	2021-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.495%	4.310%	215,395	8,900	2022-01-31
WisdomTree US SmallCap Dividend ETF	0.486%	0.000%	211,515	0	2021-10-21
WisdomTree US SmallCap Dividend ETF	0.484%	0.000%	212,247	0	2021-08-31
ProShares Russell 2000 Dividend Growers	0.483%	-4.869%	211,933	-10,848	2021-07-31
ProShares Russell 2000 Dividend Growers	0.482%	-0.151%	211,614	-319	2021-08-31
WisdomTree US SmallCap Dividend ETF	0.482%	0.000%	211,515	0	2021-09-30
WisdomTree US SmallCap Dividend ETF	0.480%	0.000%	209,182	0	2021-06-30
WisdomTree US SmallCap Dividend ETF	0.479%	0.000%	208,645	0	2021-07-28
WisdomTree US SmallCap Dividend ETF	0.475%	0.000%	208,287	0	2021-07-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.474%	1.724%	206,495	3,500	2021-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.466%	2.577%	202,995	5,100	2021-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.466%	0.000%	202,995	0	2021-11-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.451%	1.748%	197,895	3,400	2021-09-30
TIAA-CREF Quant Small-Cap Equity Instl	0.445%	0.000%	195,030	0	2021-07-31