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 0.71%
7 IVSS 0.59%
8 SKYY 0.57%
9 BTAL 0.42%
10 SKYU 0.41%
11 FLQS 0.40%
12 HSMV 0.39%
13 XMMO 0.39%
14 JHSC 0.35%
15 FESM 0.34%
16 SMDY 0.32%
17 CLDL 0.30%
18 KOMP 0.27%
19 FNY 0.26%
20 RTLA 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CLEARLAKE CAPITAL GROUP, L.P. 9.75M (28.37%) 0.00
Increased by 0.00%
Mar 31, 24
2 Clearlake Capital Group LP 9.75M (28.37%) 0.00
Increased by 0.00%
Mar 31, 26
3 Vanguard Group Inc 5.38M (15.64%) -138.28K
Decreased by -2.57%
Dec 31, 25
4 BlackRock Inc 4.77M (13.87%) 23.39K
Increased by +0.49%
Mar 31, 26
5 Morgan Stanley - Brokerage Accounts 4.27M (12.41%) -53.57K
Decreased by -1.26%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 3.01M (8.76%) 3.01M
Increased by +100.00%
Mar 31, 26
7 Vanguard Capital Management, LLC 1.94M (5.65%) 1.94M
Increased by +100.00%
Mar 31, 26
8 State Street Corporation 1.66M (4.82%) 29.04K
Increased by +1.75%
Mar 31, 24
9 HHG PLC 1.56M (4.53%) 58.81K
Increased by +3.78%
Mar 31, 26
10 State Street Corp 1.52M (4.41%) 9.87K
Increased by +0.65%
Mar 31, 26
11 Van Berkom and Associates Inc 1.44M (4.18%) 657.38K
Increased by +45.74%
Mar 31, 26
12 FMR Inc 996.83K (2.90%) -581.64K
Decreased by -58.35%
Dec 31, 23
13 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 984.78K (2.86%) -253.40K
Decreased by -25.73%
Jun 30, 25
14 Geode Capital Management, LLC 971.12K (2.82%) 9.98K
Increased by +1.03%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 951.26K (2.77%) -23.82K
Decreased by -2.50%
Mar 31, 26
16 Hawk Ridge Management LLC 817.94K (2.38%) -674.19K
Decreased by -82.43%
Jun 30, 24
17 AQR Capital Management LLC 767.79K (2.23%) 469.39K
Increased by +61.14%
Dec 31, 25
18 Geneva Capital Management 719.10K (2.09%) -370.85K
Decreased by -51.57%
Mar 31, 26
19 Greenhouse Funds LLLP 706.45K (2.05%) 203.35K
Increased by +28.78%
Jun 30, 25
20 Fuller & Thaler Asset Management Inc 684.51K (1.99%) -116.96K
Decreased by -17.09%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.48M (7.22%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 1.63M (4.73%) 1.41K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.48M (4.29%) 5.76K
Increased by +0.39%
Apr 30, 26
4 iShares Core S&P Mid-Cap ETF 1.21M (3.53%) 228.00
Increased by +0.02%
May 29, 26
5 Vanguard Small Cap Index 1.06M (3.08%) 431.00
Increased by +0.04%
Apr 30, 26
6 Vanguard Information Technology ETF 966.65K (2.81%) 8.48K
Increased by +0.88%
Apr 30, 26
7 Janus Henderson US SMID Cap Growth MA 954.36K (2.78%) 954.30K
Increased by +99.99%
Jun 30, 25
8 iShares Russell 2000 ETF 898.83K (2.61%) 8.32K
Increased by +0.93%
May 29, 26
9 Janus Henderson Triton D 761.87K (2.22%) 0.00
Increased by 0.00%
Mar 31, 26
10 Janus Henderson US SMID Cap Growth 761.87K (2.22%) -18.70K
Decreased by -2.45%
Mar 31, 26
11 Van Berkom Sm-Cap Eq 718.65K (2.09%) -61.28K
Decreased by -8.53%
Mar 31, 26
12 Vanguard Small Cap Value Index Inv 675.81K (1.97%) 1.04K
Increased by +0.15%
Apr 30, 26
13 Janus Henderson US Small Cap Growth MA 659.25K (1.92%) 659.18K
Increased by +99.99%
Dec 31, 24
14 FullerThaler Behavioral Sm-Cp Eq R6 656.93K (1.91%) 0.00
Increased by 0.00%
Apr 30, 26
15 T. Rowe Price Integrated US SmCapGrEq 587.70K (1.71%) 293.85K
Increased by +50.00%
Dec 31, 24
16 Shapiro Capital Mgt Sm-Cap Val 451.65K (1.31%) 255.22K
Increased by +56.51%
Mar 31, 26
17 Vanguard Explorer Inv 436.25K (1.27%) -173.44K
Decreased by -39.76%
Jun 30, 25
18 Janus Henderson US Small Cap Growth 420.26K (1.22%) -4.68K
Decreased by -1.11%
Mar 31, 26
19 Janus Henderson Venture D 420.26K (1.22%) 0.00
Increased by 0.00%
Mar 31, 26
20 Fidelity® Small Cap Index 419.25K (1.22%) 11.35K
Increased by +2.71%
Oct 31, 23