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 SKYY 0.69%
7 XSW 0.68%
8 SKYU 0.49%
9 XT 0.45%
10 HSMV 0.39%
11 XMMO 0.39%
12 CLDL 0.35%
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 ISMD 0.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CLEARLAKE CAPITAL GROUP, L.P. 9.75M (26.40%) 0.00
Increased by 0.00%
Mar 31, 24
2 Clearlake Capital Group LP 9.75M (26.40%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Group Inc 5.79M (15.68%) 9.74K
Increased by +0.17%
Dec 31, 24
4 BlackRock Inc 5.41M (14.64%) 40.73K
Increased by +0.75%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 4.29M (11.62%) -97.13K
Decreased by -2.26%
Dec 31, 24
6 HHG PLC 2.89M (7.81%) 34.60K
Increased by +1.20%
Dec 31, 24
7 State Street Corp 1.69M (4.58%) 46.19K
Increased by +2.73%
Dec 31, 24
8 State Street Corporation 1.66M (4.48%) 29.04K
Increased by +1.75%
Mar 31, 24
9 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.33M (3.60%) 45.84K
Increased by +3.45%
Dec 31, 24
10 Geneva Capital Management 1.16M (3.13%) -18.11K
Decreased by -1.56%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 1.02M (2.76%) 3.12K
Increased by +0.31%
Dec 31, 24
12 FMR Inc 996.83K (2.70%) -581.64K
Decreased by -58.35%
Dec 31, 23
13 Geode Capital Management, LLC 976.37K (2.64%) -20.34K
Decreased by -2.08%
Dec 31, 24
14 Fuller & Thaler Asset Management Inc 843.12K (2.28%) -2.58K
Decreased by -0.31%
Dec 31, 24
15 Hawk Ridge Management LLC 817.94K (2.21%) -674.19K
Decreased by -82.43%
Jun 30, 24
16 P2 Capital Partners, LLC 758.18K (2.05%) -562.07K
Decreased by -74.13%
Dec 31, 24
17 Northern Trust Corp 693.58K (1.88%) 57.94K
Increased by +8.35%
Dec 31, 24
18 Greenhouse Funds LLLP 671.48K (1.82%) -244.90K
Decreased by -36.47%
Jun 30, 24
19 Palisade Capital Management LLc 586.01K (1.59%) -4.83K
Decreased by -0.82%
Mar 31, 25
20 Van Berkom and Associates Inc 523.46K (1.42%) -140.46K
Decreased by -26.83%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.49M (6.75%) 0.00
Increased by 0.00%
Feb 28, 25
2 Janus Henderson US SMID Cap Growth 1.82M (4.93%) -37.38K
Decreased by -2.05%
Dec 31, 24
3 Janus Henderson US SMID Cap Growth MA 1.82M (4.93%) 1.82M
Increased by +100.00%
Dec 31, 24
4 Janus Henderson Triton D 1.81M (4.90%) 0.00
Increased by 0.00%
Feb 28, 25
5 Vanguard US Total Market Shares ETF 1.63M (4.40%) 1.41K
Increased by +0.09%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 1.55M (4.20%) -71.11K
Decreased by -4.59%
Mar 31, 25
7 iShares Core S&P Mid-Cap ETF 1.23M (3.33%) -4.38K
Decreased by -0.36%
Apr 30, 25
8 Vanguard Small Cap Index 1.23M (3.33%) -65.13K
Decreased by -5.30%
Mar 31, 25
9 iShares Russell 2000 ETF 968.49K (2.62%) -7.87K
Decreased by -0.81%
Apr 29, 25
10 Vanguard Information Technology ETF 958.91K (2.60%) 887.00
Increased by +0.09%
Mar 31, 25
11 FullerThaler Behavioral Sm-Cp Eq R6 806.31K (2.18%) 0.00
Increased by 0.00%
Dec 31, 24
12 FullerThaler Behavioral Small-Cap Equity 806.31K (2.18%) 0.00
Increased by 0.00%
Dec 31, 24
13 Janus Henderson US Small Cap Growth 659.25K (1.78%) -1.30K
Decreased by -0.20%
Dec 31, 24
14 Janus Henderson US Small Cap Growth MA 659.25K (1.78%) 659.18K
Increased by +99.99%
Dec 31, 24
15 Janus Henderson Venture D 659.25K (1.78%) 0.00
Increased by 0.00%
Feb 28, 25
16 Van Berkom Sm-Cap Eq 657.42K (1.78%) 657.42K
Increased by +100.00%
Jun 30, 24
17 Vanguard Explorer Inv 609.68K (1.65%) -18.59K
Decreased by -3.05%
Mar 31, 25
18 Vanguard Institutional Extnd Mkt Idx Tr 588.86K (1.59%) -3.73K
Decreased by -0.63%
Mar 31, 25
19 T. Rowe Price Integrated US SmCapGrEq 587.70K (1.59%) 293.85K
Increased by +50.00%
Dec 31, 24
20 Fidelity® Small Cap Index 419.25K (1.13%) 11.35K
Increased by +2.71%
Oct 31, 23