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 0.64%
7 SKYY 0.63%
8 XT 0.44%
9 BTAL 0.43%
10 HSMV 0.39%
11 SKYU 0.39%
12 XMMO 0.39%
13 FESM 0.36%
14 JHSC 0.35%
15 SMDY 0.32%
16 CLDL 0.31%
17 KOMP 0.27%
18 FNY 0.26%
19 RTLA 0.24%
20 CSML 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CLEARLAKE CAPITAL GROUP, L.P. 9.75M (26.39%) 0.00
Increased by 0.00%
Mar 31, 24
2 Clearlake Capital Group LP 9.75M (26.39%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 5.57M (15.08%) -217.70K
Decreased by -3.91%
Mar 31, 25
4 BlackRock Inc 5.23M (14.16%) -177.25K
Decreased by -3.39%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 4.49M (12.15%) 196.48K
Increased by +4.38%
Mar 31, 25
6 HHG PLC 2.12M (5.74%) -763.82K
Decreased by -36.01%
Mar 31, 25
7 State Street Corp 1.67M (4.51%) -25.72K
Decreased by -1.54%
Mar 31, 25
8 State Street Corporation 1.66M (4.48%) 29.04K
Increased by +1.75%
Mar 31, 24
9 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.24M (3.35%) -91.13K
Decreased by -7.36%
Mar 31, 25
10 Geneva Capital Management 1.15M (3.10%) -11.32K
Decreased by -0.99%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 999.58K (2.71%) -20.34K
Decreased by -2.04%
Mar 31, 25
12 FMR Inc 996.83K (2.70%) -581.64K
Decreased by -58.35%
Dec 31, 23
13 Geode Capital Management, LLC 995.68K (2.69%) 19.30K
Increased by +1.94%
Mar 31, 25
14 Hawk Ridge Management LLC 817.94K (2.21%) -674.19K
Decreased by -82.43%
Jun 30, 24
15 Northern Trust Corp 693.58K (1.88%) 57.94K
Increased by +8.35%
Dec 31, 24
16 Palisade Capital Management LLc 586.01K (1.59%) -4.83K
Decreased by -0.82%
Mar 31, 25
17 Van Berkom and Associates Inc 521.96K (1.41%) -1.49K
Decreased by -0.29%
Mar 31, 25
18 Greenhouse Funds LLLP 503.10K (1.36%) 503.10K
Increased by +100.00%
Mar 31, 25
19 Fuller & Thaler Asset Management Inc 487.70K (1.32%) -355.41K
Decreased by -72.88%
Mar 31, 25
20 NORGES BANK 462.23K (1.25%) -177.94K
Decreased by -38.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.58M (6.98%) 84.39K
Increased by +3.27%
Mar 31, 25
2 Janus Henderson US SMID Cap Growth 1.82M (4.92%) -37.38K
Decreased by -2.05%
Dec 31, 24
3 Janus Henderson US SMID Cap Growth MA 1.82M (4.92%) 1.82M
Increased by +100.00%
Dec 31, 24
4 Vanguard US Total Market Shares ETF 1.63M (4.40%) 1.41K
Increased by +0.09%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.59M (4.30%) 39.51K
Increased by +2.49%
Apr 30, 25
6 Vanguard Small Cap Index 1.24M (3.35%) 6.35K
Increased by +0.51%
Apr 30, 25
7 iShares Core S&P Mid-Cap ETF 1.23M (3.33%) -4.38K
Decreased by -0.36%
Apr 30, 25
8 Janus Henderson Triton D 1.21M (3.28%) -595.99K
Decreased by -49.11%
Mar 31, 25
9 iShares Russell 2000 ETF 968.65K (2.62%) 164.00
Increased by +0.02%
Apr 30, 25
10 Vanguard Information Technology ETF 968.39K (2.62%) 9.47K
Increased by +0.98%
Apr 30, 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 Van Berkom Sm-Cap Eq 657.42K (1.78%) 657.42K
Increased by +100.00%
Jun 30, 24
16 Vanguard Explorer Inv 609.68K (1.65%) -18.59K
Decreased by -3.05%
Mar 31, 25
17 Vanguard Institutional Extnd Mkt Idx Tr 589.60K (1.60%) 739.00
Increased by +0.13%
Apr 30, 25
18 T. Rowe Price Integrated US SmCapGrEq 587.70K (1.59%) 293.85K
Increased by +50.00%
Dec 31, 24
19 Janus Henderson Venture D 575.75K (1.56%) -83.50K
Decreased by -14.50%
Mar 31, 25
20 Fidelity® Small Cap Index 419.25K (1.13%) 11.35K
Increased by +2.71%
Oct 31, 23