NorthWestern Corporation (NWE) Ownership

60.49 ↑0.00 (0.00%)
As of Market Close on July 1st, 2022.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of NorthWestern Corporation (NWE), owning a total of 8.8 million shares. Combined, the top 101 institutional holders of NWE own 330.15% of the company with a total of 175 million shares.

In the latest ownership report, the top 101 institutional holders have increased their combined ownership of NWE by 12.4 million shares, a 6.61% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc16.232%7.637%8,778,356622,8012021-12-31
BlackRock Inc14.946%2.770%7,706,135207,7072021-06-30
BlackRock Inc14.797%5.831%7,498,428413,1312021-03-31
Vanguard Group Inc10.398%1.884%5,629,440104,1092022-03-31
Vanguard Group Inc10.217%5.430%5,525,331284,5612021-12-31
Vanguard Group Inc10.146%1.986%5,141,651100,1382021-03-31
Vanguard Group Inc10.111%1.399%5,213,58571,9342021-06-30
Vanguard Group Inc9.534%0.521%5,240,77027,1852021-09-30
Lazard Asset Management LLC9.383%49.858%5,079,6481,690,0162022-03-31
American Century Companies Inc6.977%11.701%3,535,397370,3332021-03-31
American Century Companies Inc6.737%-1.750%3,473,528-61,8692021-06-30
American Century Companies Inc6.498%3.374%3,514,283114,7132021-12-31
Lazard Asset Management LLC6.268%10,592,500.000%3,389,6323,389,6002021-12-31
American Century Companies Inc6.185%-2.129%3,399,570-73,9582021-09-30
T. Rowe Price Associates, Inc.5.574%59.243%3,063,8071,139,8222021-09-30
American Century Companies Inc5.501%-15.262%2,977,932-536,3512022-03-31
T. Rowe Price Associates, Inc.5.240%-7.513%2,833,636-230,1712021-12-31
JPMorgan Chase & Co4.879%-3.213%2,472,596-82,0702021-03-31
JPMorgan Chase & Co4.738%-1.204%2,442,816-29,7802021-06-30
JPMorgan Chase & Co4.459%1.269%2,411,52730,2252021-12-31
State Street Corporation4.421%42.275%2,393,653711,2382022-03-31
JPMorgan Chase & Co4.332%-2.518%2,381,302-61,5142021-09-30
JPMorgan Chase & Co3.801%-14.663%2,057,918-353,6092022-03-31
T. Rowe Price Associates, Inc.3.791%-27.574%2,052,280-781,3562022-03-31
T. Rowe Price Associates, Inc.3.732%68.904%1,923,985784,8862021-06-30
Victory Capital Management Inc.3.402%13.525%1,841,811219,4222022-03-31
Victory Capital Management Inc.3.273%33.343%1,687,382421,9352021-06-30
State Street Corporation3.111%4.245%1,682,41568,5042021-12-31
State Street Corporation3.090%2.153%1,593,15533,5802021-06-30
State Street Corporation3.078%-1.118%1,559,575-17,6272021-03-31
Victory Capital Management Inc.3.000%3.523%1,622,38955,2182021-12-31
State Street Corporation2.936%1.303%1,613,91120,7562021-09-30
Victory Capital Management Inc.2.851%-7.124%1,567,171-120,2112021-09-30
Cohen & Steers Inc2.680%32.311%1,358,194331,6752021-03-31
Victory Capital Management Inc.2.497%3.071%1,265,44737,7032021-03-31
Bank of New York Mellon Corp2.420%7.408%1,310,39590,3772022-03-31
Westwood Holdings Group Inc2.409%38.506%1,303,919362,5032021-12-31
Macquarie Group Ltd2.383%-10.805%1,207,625-146,2862021-03-31
Franklin Resources Inc2.382%0.407%1,289,7795,2262022-03-31
Franklin Resources Inc2.375%24.731%1,284,553254,6962021-12-31
First Trust Advisors L.P.2.300%12.542%1,245,148138,7672021-12-31
Bank of New York Mellon Corp2.256%7.015%1,220,01879,9742021-12-31
T. Rowe Price Associates, Inc.2.248%97.175%1,139,099561,3882021-03-31
Bank of New York Mellon Corp2.208%5.651%1,138,69360,9062021-06-30
Westwood Holdings Group Inc2.192%-8.982%1,186,806-117,1132022-03-31
First Trust Advisors L.P.2.185%-4.983%1,183,107-62,0412022-03-31
Bank of New York Mellon Corp2.127%-1.967%1,077,787-21,6282021-03-31
Northern Trust Corp2.115%-25.296%1,071,786-362,9172021-03-31
Macquarie Group Ltd2.099%-10.370%1,082,392-125,2332021-06-30
Macquarie Group Ltd2.089%3.052%1,131,09733,4932022-03-31
First Trust Advisors L.P.2.077%6.627%1,070,89566,5542021-06-30
Macquarie Group Ltd2.030%1.481%1,097,60416,0202021-12-31
First Trust Advisors L.P.2.013%3.314%1,106,38135,4862021-09-30
Fuller & Thaler Asset Management Inc2.007%1.433%1,086,39315,3502022-03-31
First Trust Advisors L.P.1.982%-4.306%1,004,341-45,1972021-03-31
Fuller & Thaler Asset Management Inc1.980%371.630%1,071,043843,9492021-12-31
Franklin Resources Inc1.978%0.018%1,002,0881752021-03-31
Macquarie Group Ltd1.968%-0.075%1,081,584-8082021-09-30
Franklin Resources Inc1.944%0.031%1,002,3953072021-06-30
Westwood Holdings Group Inc1.907%32.295%983,181240,0102021-06-30
Franklin Resources Inc1.874%2.740%1,029,85727,4622021-09-30
Geode Capital Management, LLC1.814%4.922%982,17646,0742022-03-31
Geode Capital Management, LLC1.757%9.129%905,94275,7852021-06-30
Dimensional Fund Advisors, Inc.1.755%0.081%889,2017152021-03-31
Geode Capital Management, LLC1.731%2.621%936,10223,9082021-12-31
Westwood Holdings Group Inc1.713%-4.248%941,416-41,7652021-09-30
Geode Capital Management, LLC1.660%0.690%912,1946,2522021-09-30
Dimensional Fund Advisors, Inc.1.645%1.486%890,70513,0402022-03-31
Geode Capital Management, LLC1.638%8.940%830,15768,1272020-12-31
Dimensional Fund Advisors, Inc.1.623%1.265%877,66510,9672021-12-31
Northern Trust Corp1.604%-22.828%827,114-244,6722021-06-30
Dimensional Fund Advisors, Inc.1.600%-7.251%824,726-64,4752021-06-30
Dimensional Fund Advisors, Inc.1.577%5.089%866,69841,9722021-09-30
Amvescap Plc.1.531%5.601%828,58843,9482022-03-31
Northern Trust Corp1.527%-0.787%825,814-6,5522021-12-31
Northern Trust Corp1.514%0.635%832,3665,2522021-09-30
Northern Trust Corp1.498%-1.829%810,714-15,1002022-03-31
Westwood Holdings Group Inc1.467%11.688%743,17177,7732021-03-31
GW&K Investment Management, LLC1.460%18.663%789,431124,1602021-12-31
GW&K Investment Management, LLC1.453%-0.330%786,830-2,6012022-03-31
Amvescap Plc.1.451%15.436%784,640104,9222021-12-31
Systematic Financial Management LP1.422%15.881%733,091100,4662021-06-30
Amvescap Plc.1.382%111.627%712,765375,9632021-06-30
Systematic Financial Management LP1.358%1.805%746,32313,2322021-09-30
Systematic Financial Management LP1.345%1.032%728,1117,4342022-03-31
Systematic Financial Management LP1.331%-3.436%720,677-25,6462021-12-31
GW&K Investment Management, LLC1.320%2.584%680,37117,1402021-06-30
GW&K Investment Management, LLC1.309%-1.198%663,231-8,0442021-03-31
Investment Counselors Of Maryland LLC1.279%27.130%659,542140,7482021-06-30
Systematic Financial Management LP1.248%-2.872%632,625-18,7062021-03-31
Amvescap Plc.1.237%-4.637%679,718-33,0472021-09-30
GW&K Investment Management, LLC1.210%-2.219%665,271-15,1002021-09-30
William Blair Investment Management, LLC1.167%48,678.900%641,443640,1282021-09-30
HHG PLC1.116%8.747%565,45145,4822021-03-31
William Blair Investment Management, LLC1.098%-7.381%594,100-47,3432021-12-31
Gabelli Funds LLC1.070%0.370%542,0002,0002021-03-31
Mellon Investments Corporation1.062%5.379%547,80327,9642021-06-30
Mellon Investments Corporation1.008%0.172%519,8398902021-03-31
Gabelli Funds LLC0.986%0.000%542,00002021-09-30
Charles Schwab Investment Management Inc0.979%4.938%538,10225,3212021-09-30
ProShare Advisors LLC0.847%2.754%465,42212,4752021-09-30

Mutual Fund Ownership

Liberty One Tactical Income Solution is the biggest individual fund holder of NorthWestern Corporation (NWE), owning a total of 5 million shares. Combined, the top 192 mutual fund holders of NWE own 424.29% of the company with a total of 226 million shares.

In the latest ownership report, the top 192 mutual funds have increased their combined ownership of NWE by 8.1 million shares, a 3.47% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Liberty One Tactical Income Solution9.831%8.270%4,981,734380,5072021-06-30
Lazard Glbl Listed Infrastruct USD Hedge4.672%53.225%2,529,238878,5662022-03-31
Lazard Global Listed Infrastructure Inst4.672%53.225%2,529,238878,5662022-03-31
American Century Mid Cap Value Inv4.067%-1.656%2,060,773-34,7052021-06-30
American Century U.S. Mid Cap Value4.067%-1.656%2,060,773-34,7052021-06-30
American Century Mid Cap Value Inv3.997%0.000%2,060,77302021-09-30
American Century U.S. Mid Cap Value3.997%0.000%2,060,77302021-09-30
American Century U.S. Mid Cap Value3.893%0.478%2,107,47210,0332022-03-31
American Century Mid Cap Value Inv3.858%-0.424%2,088,554-8,8852022-03-31
American Century Mid Cap Value Inv3.816%1.779%2,097,43936,6662021-12-31
American Century U.S. Mid Cap Value3.816%1.779%2,097,43936,6662021-12-31
Lazard Glbl Listed Infrastruct USD Hedge3.003%0.000%1,650,6721,650,6722021-12-31
Lazard Global Listed Infrastructure Inst3.003%0.000%1,650,6721,650,6722021-12-31
Vanguard Total Stock Mkt Idx Inv2.945%2.158%1,594,45533,6842022-05-31
JPMorgan Small Cap Equity A2.941%0.000%1,490,15002021-05-31
JPM US Small Cap Sustainable Leaders2.941%0.000%1,490,15002021-06-30
JPM US Small Cap Core-Composite2.890%0.000%1,490,15002021-06-30
JPMorgan Small Cap Equity A2.890%0.000%1,490,15002021-06-30
Vanguard Total Stock Mkt Idx Inv2.883%0.178%1,560,7712,7692022-04-30
Vanguard Total Stock Mkt Idx Inv2.878%0.898%1,558,00213,8592022-03-31
JPMorgan Small Cap Equity A2.870%-0.703%1,479,678-10,4722021-07-31
JPMorgan Small Cap Equity A2.870%0.000%1,479,67802021-08-31
JPM US Small Cap Core-Composite2.870%-0.703%1,479,678-10,4722021-09-30
iShares Core S&P Mid-Cap ETF2.865%0.081%1,551,1951,2562022-05-31
iShares Core S&P Mid-Cap ETF2.856%0.881%1,545,85713,5022022-04-28
Vanguard Total Stock Mkt Idx Inv2.854%0.282%1,542,8814,3362022-01-31
Vanguard Total Stock Mkt Idx Inv2.853%0.082%1,544,1431,2622022-02-28
iShares Core S&P Mid-Cap ETF2.852%-0.122%1,543,973-1,8842022-04-29
iShares Core S&P Mid-Cap ETF2.836%0.041%1,535,0036242022-03-31
Vanguard Total Stock Mkt Idx Inv2.828%0.615%1,433,1448,7632021-06-30
JPMorgan Small Cap Equity A2.810%0.000%1,479,67802021-09-30
Vanguard Total Stock Mkt Idx Inv2.799%5.993%1,538,54586,9932021-12-31
Vanguard Total Stock Mkt Idx Inv2.787%0.257%1,436,8333,6892021-07-31
Vanguard Total Stock Mkt Idx Inv2.781%-0.210%1,433,814-3,0192021-08-31
iShares Core S&P Mid-Cap ETF2.759%0.000%1,549,10902022-06-29
Vanguard Total Stock Mkt Idx Inv2.745%0.102%1,445,5011,4782021-10-31
Vanguard Total Stock Mkt Idx Inv2.745%0.712%1,444,02310,2092021-09-30
iShares Core S&P Mid-Cap ETF2.721%0.041%1,471,7746022022-02-28
iShares Core S&P Mid-Cap ETF2.698%-0.043%1,366,988-5822021-06-30
iShares Core S&P Mid-Cap ETF2.695%0.000%1,389,67302021-09-30
JPMorgan Small Cap Equity A2.692%0.000%1,479,67802021-10-31
JPMorgan Small Cap Equity A2.692%0.000%1,479,67802021-11-30
JPM US Small Cap Core-Composite2.692%0.000%1,479,67802021-12-31
JPMorgan Small Cap Equity A2.692%0.000%1,479,67802021-12-31
iShares Core S&P Mid-Cap ETF2.664%0.124%1,464,5501,8062022-01-31
iShares Core S&P Mid-Cap ETF2.659%0.107%1,371,0721,4652021-08-31
iShares Core S&P Mid-Cap ETF2.650%0.000%1,366,11502021-07-30
iShares Core S&P Mid-Cap ETF2.648%0.041%1,455,5206022021-12-31
iShares Core S&P Mid-Cap ETF2.648%0.000%1,365,24202021-07-28
iShares Core S&P Mid-Cap ETF2.647%0.124%1,454,9181,8062021-12-29
Vanguard Total Stock Mkt Idx Inv2.641%0.419%1,451,5526,0512021-11-30
iShares Core S&P Mid-Cap ETF2.638%-0.042%1,388,903-5862021-10-29
iShares Core S&P Mid-Cap ETF2.539%0.042%1,395,6425862021-11-30
Vanguard Small Cap Index2.516%-0.130%1,360,074-1,7752022-01-31
Vanguard Small Cap Index2.510%-0.108%1,358,599-1,4752022-02-28
Vanguard Small Cap Index2.509%-0.021%1,358,314-2852022-03-31
Vanguard Small Cap Index2.508%-0.028%1,357,929-3852022-04-30
Vanguard Small Cap Index2.507%-0.039%1,357,400-5292022-05-31
Vanguard Small Cap Index2.483%0.873%1,258,48110,8922021-06-30
Vanguard Small Cap Index2.478%4.959%1,361,84964,3402021-12-31
Vanguard Small Cap Index2.452%0.228%1,264,2732,8802021-08-31
Vanguard Small Cap Index2.446%0.231%1,261,3932,9122021-07-31
Vanguard Small Cap Index2.445%0.227%1,287,1772,9152021-10-31
T. Rowe Price Small-Cap Value2.443%6.717%1,342,60284,5022021-12-31
Vanguard Small Cap Index2.441%1.581%1,284,26219,9892021-09-30
T. Rowe Price Small-Cap Value2.440%118.090%1,258,100681,2272021-09-30
Vanguard Small Cap Index2.361%0.803%1,297,50910,3322021-11-30
iShares Select Dividend ETF2.340%0.306%1,266,6723,8612022-05-31
Franklin Utilities A12.322%0.000%1,255,41602022-01-31
Franklin Utilities A12.319%0.000%1,255,41602022-02-28
Franklin Utilities A12.319%0.000%1,255,41602022-03-31
Franklin Utilities A12.319%0.000%1,255,41602022-04-30
Franklin Utilities A12.319%0.000%1,255,41602022-05-31
iShares Russell 2000 ETF2.306%-0.722%1,168,440-8,4922021-06-30
iShares Russell 2000 ETF2.300%0.309%1,210,7483,7242021-10-29
iShares Russell 2000 ETF2.296%0.278%1,183,6033,2812021-09-30
T. Rowe Price Small-Cap Value2.290%-7.664%1,239,702-102,9002022-03-31
iShares Russell 2000 ETF2.289%-0.252%1,257,940-3,1752021-12-29
iShares Russell 2000 ETF2.287%-0.016%1,256,812-1992021-11-30
Franklin Utilities A12.284%25.542%1,255,416255,4162021-11-30
Franklin Utilities A12.284%0.000%1,255,41602021-12-31
iShares Select Dividend ETF2.277%0.200%1,232,9762,4572022-04-29
iShares Russell 2000 ETF2.274%0.064%1,250,1018042021-12-31
iShares Select Dividend ETF2.273%0.057%1,230,5197022022-04-28
iShares Select Dividend ETF2.273%0.055%1,276,1497022022-06-29
iShares Russell 2000 ETF2.273%-0.247%1,171,721-2,8952021-08-31
iShares Russell 2000 ETF2.249%-0.591%1,216,534-7,2362022-02-28
iShares Russell 2000 ETF2.243%-0.314%1,213,921-3,8192022-03-31
iShares Russell 2000 ETF2.240%-0.697%1,154,930-8,1062021-07-30
JPMorgan Small Cap Equity A2.238%-18.203%1,210,330-269,3482022-01-31
iShares Russell 2000 ETF2.234%0.170%1,209,2802,0502022-05-31
iShares Russell 2000 ETF2.232%-1.022%1,226,584-12,6632022-01-31
iShares Russell 2000 ETF2.223%0.355%1,146,0524,0532021-07-28
iShares Russell 2000 ETF2.206%1.624%1,238,58319,7882022-06-29
iShares Russell 2000 ETF2.200%0.458%1,191,0075,4272022-04-28
iShares Select Dividend ETF2.197%0.145%1,189,5421,7252022-03-31
iShares Russell 2000 ETF2.173%-1.232%1,176,334-14,6732022-04-29
JPMorgan Small Cap Equity A2.068%-7.511%1,119,426-90,9042022-02-28
JPM US Small Cap Core-Composite2.063%-24.520%1,116,863-362,8152022-03-31
JPMorgan Small Cap Equity A2.063%-0.229%1,116,863-2,5632022-03-31
iShares Select Dividend ETF2.045%0.032%1,036,1393262021-06-30
First Trust Value Line® Dividend ETF2.019%0.116%1,109,9831,2882021-12-30
First Trust Value Line® Dividend ETF2.019%0.000%1,062,98602021-10-31
iShares Select Dividend ETF1.985%0.000%1,073,47902022-02-28
First Trust Value Line® Dividend ETF1.980%-0.442%1,088,324-4,8332022-01-31
Franklin Utilities A11.973%0.000%1,000,00002021-06-30
First Trust Value Line® Dividend ETF1.955%0.000%1,074,50902021-11-30
iShares Select Dividend ETF1.946%0.000%1,003,18802021-09-30
First Trust Value Line® Dividend ETF1.941%0.000%1,050,47602022-03-31
Franklin Utilities A11.939%0.000%1,000,00002021-07-31
Franklin Utilities A11.939%0.000%1,000,00002021-08-31
Franklin Utilities A11.939%0.000%1,000,00002021-09-30
iShares Select Dividend ETF1.933%0.000%996,47902021-08-31
JPMorgan Small Cap Equity A1.928%-6.526%1,043,973-72,8902022-04-30
iShares Select Dividend ETF1.922%0.032%1,011,9093232021-10-29
First Trust Value Line® Dividend ETF1.921%0.000%1,039,87702022-04-28
iShares Select Dividend ETF1.920%-0.304%1,055,245-3,2202022-01-31
iShares Select Dividend ETF1.915%-0.340%987,507-3,3732021-07-28
iShares Select Dividend ETF1.915%0.000%987,50702021-07-30
First Trust Value Line® Dividend ETF1.901%-0.034%980,366-3302021-09-30
Franklin Utilities A11.899%0.000%1,000,00002021-10-31
First Trust Value Line® Dividend ETF1.899%0.050%1,066,2475282022-06-29
iShares Select Dividend ETF1.897%0.000%1,042,68702021-12-31
iShares Select Dividend ETF1.891%0.000%1,039,22002021-12-29
First Trust Value Line® Dividend ETF1.885%-0.098%1,019,475-1,0022022-02-28
First Trust Value Line® Dividend ETF1.880%0.000%1,017,66002022-05-31
First Trust Value Line® Dividend ETF1.869%0.000%963,61002021-08-31
iShares Select Dividend ETF1.864%0.095%1,024,5069692021-11-30
JPMorgan Small Cap Equity A1.860%0.000%1,043,97302022-05-31
First Trust Value Line® Dividend ETF1.854%0.051%939,7054742021-06-30
First Trust Value Line® Dividend ETF1.820%0.000%938,31102021-07-29
Fuller & Thaler Small-Cap Value1.734%0.960%938,6018,9202022-03-31
Fuller & Thaler Small-Cap Value1.720%-0.313%929,681-2,9152021-12-31
Fuller & Thaler Small-Cap Value1.697%376.055%932,596736,6952021-11-30
Victory Small Cap Value CIT (Net 75)1.690%14.993%915,000119,3002022-03-31
Victory Sycamore Small Company Opp R1.690%14.993%915,000119,3002022-03-31
Undiscovered Managers Behavioral Val L1.639%1.037%887,0119,1002022-02-28
Undiscovered Managers Behavioral Val L1.638%0.000%887,01102022-03-31
Vanguard Small Cap Value Index Inv1.637%0.893%886,3717,8482022-03-31
Vanguard Small Cap Value Index Inv1.633%-0.261%884,061-2,3102022-04-30
Undiscovered Managers Behavioral Val L1.623%0.000%877,91102022-01-31
Vanguard Small Cap Value Index Inv1.623%0.280%878,5232,4532022-02-28
Delaware Small Cap Core I1.621%0.507%821,5704,1412021-05-31
Vanguard Small Cap Value Index Inv1.621%1.493%876,07012,8842022-01-31
Vanguard Small Cap Value Index Inv1.615%-1.075%874,562-9,4992022-05-31
Undiscovered Managers Behavioral Val L1.597%370.992%877,911691,5152021-11-30
Undiscovered Managers Behavioral Val L1.597%0.000%877,91102021-12-31
Undiscovered Managers Behavioral Val L1.583%-3.393%856,911-30,1002022-04-30
Vanguard Small Cap Value Index Inv1.570%5.412%863,18644,3202021-12-31
Macquarie US Small Cap Core Equity1.554%-10.618%787,648-93,5682021-06-30
Vanguard Small Cap Value Index Inv1.550%3.441%785,49226,1322021-06-30
Delaware Small Cap Core I1.548%1.305%797,92910,2812021-08-31
Macquarie US Small Cap Core Equity1.548%1.305%797,92910,2812021-09-30
Vanguard Small Cap Value Index Inv1.542%0.958%811,7017,7032021-10-31
Vanguard Small Cap Value Index Inv1.528%2.393%803,99818,7902021-09-30
Delaware Small Cap Core I1.528%-4.129%787,648-33,9222021-06-30
Delaware Small Cap Core I1.528%0.000%787,64802021-07-31
Vanguard Small Cap Value Index Inv1.525%0.127%786,4869942021-07-31
Delaware Small Cap Core I1.524%0.535%802,1944,2652021-10-31
Vanguard Small Cap Value Index Inv1.523%-0.163%785,208-1,2782021-08-31
Delaware Small Cap Core I1.518%4.954%822,06038,8042022-04-30
Delaware Small Cap Core I1.515%0.000%797,92902021-09-30
Vanguard Small Cap Value Index Inv1.490%0.883%818,8667,1652021-11-30
Delaware Small Cap Core I1.459%0.000%802,19402021-11-30
Undiscovered Managers Behavioral Val L1.453%-4.773%816,011-40,9002022-05-31
Delaware Small Cap Core I1.453%-0.766%815,765-6,2952022-05-31
Delaware Small Cap Core I1.451%-0.590%797,458-4,7362021-12-31
Macquarie US Small Cap Core Equity1.451%-0.059%797,458-4712021-12-31
Victory Small Cap Value CIT (Net 75)1.450%22.961%735,000137,2502021-06-30
Victory Sycamore Small Company Opp R1.450%22.961%735,000137,2502021-06-30
Victory Small Cap Value CIT (Net 75)1.448%9.195%795,70067,0002021-12-31
Victory Sycamore Small Company Opp R1.448%9.195%795,70067,0002021-12-31
Macquarie US Small Cap Core Equity1.447%-1.781%783,256-14,2022022-03-31
Vanguard Extended Market Index Investor1.430%0.708%724,4955,0922021-06-30
Vanguard Extended Market Index Investor1.428%1.651%736,45811,9632021-07-31
Vanguard Extended Market Index Investor1.415%-0.917%729,703-6,7552021-08-31
Victory Small Cap Value CIT (Net 75)1.413%-0.857%728,700-6,3002021-09-30
Victory Sycamore Small Company Opp R1.413%-0.857%728,700-6,3002021-09-30
Vanguard Extended Market Index Investor1.325%-4.502%696,853-32,8502021-09-30
Vanguard Extended Market Index Investor1.317%-0.485%693,472-3,3812021-10-31
Vanguard Extended Market Index Investor1.253%-0.696%688,643-4,8292021-11-30
iShares Russell 2000 Value ETF1.154%-0.248%584,556-1,4552021-06-30
T. Rowe Price Small-Cap Value1.138%82.439%576,873260,6732021-06-30
iShares Russell 2000 Value ETF1.091%0.000%562,53802021-09-30
iShares Russell 2000 Value ETF1.086%-0.206%559,937-1,1562021-07-28
iShares Russell 2000 Value ETF1.086%0.000%559,93702021-07-30
iShares Russell 2000 Value ETF1.077%0.000%555,31302021-08-31
iShares Russell 2000 Value ETF1.059%0.000%557,42902021-10-29
iShares Russell 2000 Value ETF1.036%0.000%569,61602021-12-31
iShares Russell 2000 Value ETF1.028%0.000%564,77502021-12-29
iShares Russell 2000 Value ETF1.015%0.000%558,02202021-11-30
T. Rowe Price Small-Cap Stock0.948%10.916%498,90049,1002021-09-30

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