Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIGD 3.27%
2 HFGIC 2.59%
3 BOUT 1.39%
4 XMLV 0.96%
5 IVES 0.81%
6 XSW 0.73%
7 SKYY 0.58%
8 SKYU 0.44%
9 CLDL 0.43%
10 XT 0.43%
11 HSMV 0.39%
12 XMMO 0.39%
13 JHSC 0.35%
14 SMDY 0.32%
15 KOMP 0.27%
16 FNY 0.26%
17 RTLA 0.24%
18 CSML 0.22%
19 TPSC 0.22%
20 VTWG 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CLEARLAKE CAPITAL GROUP, L.P. 9.75M (25.75%) 0.00
Increased by 0.00%
Mar 31, 24
2 Clearlake Capital Group LP 9.75M (25.75%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Group Inc 5.79M (15.29%) 9.74K
Increased by +0.17%
Dec 31, 24
4 BlackRock Inc 5.37M (14.17%) 98.96K
Increased by +1.84%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 4.39M (11.59%) -4.30M
Decreased by -97.86%
Sep 30, 24
6 HHG PLC 2.85M (7.53%) 2.15K
Increased by +0.08%
Sep 30, 24
7 State Street Corporation 1.66M (4.37%) 29.04K
Increased by +1.75%
Mar 31, 24
8 State Street Corp 1.65M (4.35%) 56.09K
Increased by +3.40%
Sep 30, 24
9 P2 Capital Partners, LLC 1.32M (3.49%) -1.31K
Decreased by -0.10%
Sep 30, 24
10 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.28M (3.39%) 235.86K
Increased by +18.38%
Sep 30, 24
11 Geneva Capital Management 1.16M (3.06%) -18.11K
Decreased by -1.56%
Dec 31, 24
12 Dimensional Fund Advisors, Inc. 1.02M (2.69%) 3.12K
Increased by +0.31%
Dec 31, 24
13 FMR Inc 996.83K (2.63%) -581.64K
Decreased by -58.35%
Dec 31, 23
14 Geode Capital Management, LLC 996.71K (2.63%) -4.00K
Decreased by -0.40%
Sep 30, 24
15 Fuller & Thaler Asset Management Inc 845.70K (2.23%) 36.73K
Increased by +4.34%
Sep 30, 24
16 Hawk Ridge Management LLC 817.94K (2.16%) -674.19K
Decreased by -82.43%
Jun 30, 24
17 Greenhouse Funds LLLP 671.48K (1.77%) -244.90K
Decreased by -36.47%
Jun 30, 24
18 Northern Trust Corp 635.64K (1.68%) -10.51K
Decreased by -1.65%
Sep 30, 24
19 Palisade Capital Management LLc 590.83K (1.56%) 30.89K
Increased by +5.23%
Dec 31, 24
20 Bank of America Corp 584.83K (1.54%) 160.74K
Increased by +27.49%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.49M (6.58%) 0.00
Increased by 0.00%
Dec 31, 24
2 Janus Henderson Triton D 1.85M (4.89%) -5.26K
Decreased by -0.28%
Nov 30, 24
3 Janus Henderson US SMID Cap Growth 1.82M (4.80%) -37.38K
Decreased by -2.05%
Dec 31, 24
4 Janus Henderson US SMID Cap Growth MA 1.82M (4.80%) 1.82M
Increased by +100.00%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 1.62M (4.27%) 1.70K
Increased by +0.10%
Dec 31, 24
6 Vanguard Small Cap Index 1.29M (3.41%) -11.02K
Decreased by -0.85%
Dec 31, 24
7 iShares Core S&P Mid-Cap ETF 1.28M (3.38%) -336.00
Decreased by -0.03%
Jan 31, 25
8 iShares Russell 2000 ETF 1.10M (2.91%) -8.40K
Decreased by -0.76%
Jan 31, 25
9 Vanguard Information Technology ETF 951.61K (2.51%) 13.83K
Increased by +1.45%
Dec 31, 24
10 FullerThaler Behavioral Sm-Cp Eq R6 806.31K (2.13%) 36.70K
Increased by +4.55%
Sep 30, 24
11 FullerThaler Behavioral Small-Cap Equity 806.31K (2.13%) 36.70K
Increased by +4.55%
Sep 30, 24
12 Janus Henderson Venture D 660.55K (1.74%) 0.00
Increased by 0.00%
Nov 30, 24
13 Janus Henderson US Small Cap Growth 659.25K (1.74%) -1.30K
Decreased by -0.20%
Dec 31, 24
14 Janus Henderson US Small Cap Growth MA 659.25K (1.74%) 659.18K
Increased by +99.99%
Dec 31, 24
15 Van Berkom Sm-Cap Eq 657.42K (1.74%) 657.42K
Increased by +100.00%
Jun 30, 24
16 Vanguard Explorer Inv 628.27K (1.66%) 46.76K
Increased by +7.44%
Dec 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 591.61K (1.56%) -5.12K
Decreased by -0.87%
Dec 31, 24
18 T. Rowe Price Integrated US SmCapGrEq 587.70K (1.55%) 293.85K
Increased by +50.00%
Dec 31, 24
19 Vanguard Small Cap Value Index Inv 428.68K (1.13%) -10.88K
Decreased by -2.54%
Dec 31, 24
20 Fidelity® Small Cap Index 419.25K (1.11%) 11.35K
Increased by +2.71%
Oct 31, 23