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 0.61%
7 SKYY 0.54%
8 CLDL 0.50%
9 XT 0.47%
10 HSMV 0.41%
11 XMMO 0.39%
12 JHSC 0.35%
13 SKYU 0.32%
14 SMDY 0.32%
15 KOMP 0.30%
16 FNY 0.28%
17 IWO 0.24%
18 RTLA 0.24%
19 TPSC 0.23%
20 VTWG 0.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CLEARLAKE CAPITAL GROUP, L.P. 9.75M (25.11%) 0.00
Increased by 0.00%
Mar 31, 24
2 Clearlake Capital Group LP 9.75M (25.11%) 0.00
Increased by 0.00%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 8.69M (22.36%) -232.16K
Decreased by -2.67%
Jun 30, 24
4 Vanguard Group Inc 5.78M (14.88%) 269.29K
Increased by +4.66%
Sep 30, 24
5 BlackRock Inc 5.27M (13.56%) -223.34K
Decreased by -4.24%
Jun 30, 24
6 HHG PLC 2.85M (7.33%) 7.73K
Increased by +0.27%
Jun 30, 24
7 State Street Corporation 1.66M (4.26%) 29.04K
Increased by +1.75%
Mar 31, 24
8 State Street Corp 1.59M (4.10%) -64.75K
Decreased by -4.07%
Jun 30, 24
9 P2 Capital Partners, LLC 1.32M (3.40%) -1.31K
Decreased by -0.10%
Sep 30, 24
10 Geneva Capital Management 1.18M (3.03%) 4.12K
Increased by +0.35%
Sep 30, 24
11 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.05M (2.70%) 490.69K
Increased by +46.84%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 1.02M (2.62%) -19.66K
Decreased by -1.93%
Sep 30, 24
13 Geode Capital Management, LLC 1.00M (2.58%) -1.43K
Decreased by -0.14%
Jun 30, 24
14 FMR Inc 996.83K (2.57%) -581.64K
Decreased by -58.35%
Dec 31, 23
15 Fuller & Thaler Asset Management Inc 845.70K (2.18%) 36.73K
Increased by +4.34%
Sep 30, 24
16 Hawk Ridge Management LLC 817.94K (2.11%) -674.19K
Decreased by -82.43%
Jun 30, 24
17 Greenhouse Funds LLLP 671.48K (1.73%) -244.90K
Decreased by -36.47%
Jun 30, 24
18 Van Berkom and Associates Inc 663.92K (1.71%) 6.50K
Increased by +0.98%
Sep 30, 24
19 NORGES BANK 640.16K (1.65%) 137.41K
Increased by +21.46%
Jun 30, 24
20 Northern Trust Corp 635.64K (1.64%) -10.51K
Decreased by -1.65%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.53M (6.52%) 0.00
Increased by 0.00%
Sep 30, 24
2 Janus Henderson Triton D 1.86M (4.78%) 0.00
Increased by 0.00%
Aug 31, 24
3 Janus Henderson US SMID Cap Growth 1.86M (4.78%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.62M (4.17%) -6.88K
Decreased by -0.42%
Oct 31, 24
5 Vanguard Small Cap Index 1.29M (3.33%) 2.55K
Increased by +0.20%
Oct 31, 24
6 iShares Core S&P Mid-Cap ETF 1.26M (3.24%) 688.00
Increased by +0.05%
Oct 31, 24
7 iShares Russell 2000 ETF 1.07M (2.74%) -2.39K
Decreased by -0.22%
Oct 31, 24
8 Vanguard Information Technology ETF 927.12K (2.39%) 4.24K
Increased by +0.46%
Oct 31, 24
9 FullerThaler Behavioral Sm-Cp Eq R6 769.61K (1.98%) 769.61K
Increased by +100.00%
Jun 30, 24
10 FullerThaler Behavioral Small-Cap Equity 769.61K (1.98%) 0.00
Increased by 0.00%
Aug 31, 24
11 Janus Henderson US Small Cap Growth 660.55K (1.70%) 0.00
Increased by 0.00%
Sep 30, 24
12 Janus Henderson Venture D 660.55K (1.70%) 0.00
Increased by 0.00%
Aug 31, 24
13 Van Berkom Sm-Cap Eq 657.42K (1.69%) 657.42K
Increased by +100.00%
Jun 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 599.05K (1.54%) -21.95K
Decreased by -3.66%
Sep 30, 24
15 Vanguard Explorer Inv 581.51K (1.50%) 133.38K
Increased by +22.94%
Sep 30, 24
16 Vanguard Small Cap Value Index Inv 437.39K (1.13%) -152.00
Decreased by -0.03%
Oct 31, 24
17 Fidelity Small Cap Index 422.79K (1.09%) -10.43K
Decreased by -2.47%
Aug 31, 24
18 Fidelity® Small Cap Index 419.25K (1.08%) 11.35K
Increased by +2.71%
Oct 31, 23
19 Nationwide Geneva Small Cap Gr Instl Svc 394.92K (1.02%) -1.60K
Decreased by -0.40%
Oct 31, 24
20 iShares Russell 2000 Growth ETF 368.94K (0.95%) 0.00
Increased by 0.00%
Oct 31, 24