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 0.69%
7 SKYY 0.61%
8 CLDL 0.61%
9 XT 0.49%
10 HSMV 0.43%
11 XMMO 0.39%
12 JHSC 0.35%
13 KOMP 0.32%
14 SMDY 0.32%
15 FNY 0.30%
16 IWO 0.26%
17 SKYU 0.26%
18 TPSC 0.25%
19 VTWG 0.25%
20 RTLA 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CLEARLAKE CAPITAL GROUP, L.P. 9.75M (24.53%) 0.00
Increased by 0.00%
Mar 31, 24
2 Clearlake Capital Group LP 9.75M (24.53%) 0.00
Increased by 0.00%
Jun 30, 24
3 Morgan Stanley - Brokerage Accounts 8.69M (21.85%) -232.16K
Decreased by -2.67%
Jun 30, 24
4 Vanguard Group Inc 5.51M (13.87%) -134.62K
Decreased by -2.44%
Jun 30, 24
5 BlackRock Inc 5.27M (13.25%) -223.34K
Decreased by -4.24%
Jun 30, 24
6 HHG PLC 2.85M (7.17%) 7.73K
Increased by +0.27%
Jun 30, 24
7 State Street Corporation 1.66M (4.17%) 29.04K
Increased by +1.75%
Mar 31, 24
8 State Street Corp 1.59M (4.00%) -64.75K
Decreased by -4.07%
Jun 30, 24
9 P2 Capital Partners, LLC 1.32M (3.32%) 0.00
Increased by 0.00%
Jun 30, 24
10 Geneva Capital Management 1.17M (2.95%) -24.52K
Decreased by -2.09%
Jun 30, 24
11 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.05M (2.64%) 490.69K
Increased by +46.84%
Jun 30, 24
12 Dimensional Fund Advisors, Inc. 1.04M (2.61%) 8.76K
Increased by +0.85%
Jun 30, 24
13 Geode Capital Management, LLC 1.00M (2.52%) -1.43K
Decreased by -0.14%
Jun 30, 24
14 FMR Inc 996.83K (2.51%) -581.64K
Decreased by -58.35%
Dec 31, 23
15 Hawk Ridge Management LLC 817.94K (2.06%) -674.19K
Decreased by -82.43%
Jun 30, 24
16 Fuller & Thaler Asset Management Inc 808.97K (2.04%) 808.97K
Increased by +100.00%
Jun 30, 24
17 Greenhouse Funds LLLP 671.48K (1.69%) -244.90K
Decreased by -36.47%
Jun 30, 24
18 Van Berkom and Associates Inc 657.42K (1.65%) 10.20K
Increased by +1.55%
Jun 30, 24
19 Northern Trust Corp 646.15K (1.63%) 6.84K
Increased by +1.06%
Jun 30, 24
20 NORGES BANK 640.16K (1.61%) 137.41K
Increased by +21.46%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.53M (6.38%) 0.00
Increased by 0.00%
Aug 31, 24
2 Janus Henderson Triton D 1.86M (4.67%) 0.00
Increased by 0.00%
Aug 31, 24
3 Janus Henderson US SMID Cap Growth 1.86M (4.67%) -9.09K
Decreased by -0.49%
Jun 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.63M (4.09%) 4.37K
Increased by +0.27%
Aug 31, 24
5 Vanguard Small Cap Index 1.31M (3.29%) 3.11K
Increased by +0.24%
Aug 31, 24
6 iShares Core S&P Mid-Cap ETF 1.25M (3.13%) -2.75K
Decreased by -0.22%
Sep 30, 24
7 iShares Russell 2000 ETF 1.07M (2.70%) 0.00
Increased by 0.00%
Sep 30, 24
8 Vanguard Information Technology ETF 920.62K (2.32%) 256.75K
Increased by +27.89%
Aug 31, 24
9 FullerThaler Behavioral Sm-Cp Eq R6 769.61K (1.94%) 769.61K
Increased by +100.00%
Jun 30, 24
10 FullerThaler Behavioral Small-Cap Equity 769.61K (1.94%) 0.00
Increased by 0.00%
Aug 31, 24
11 Janus Henderson US Small Cap Growth 660.55K (1.66%) 0.00
Increased by 0.00%
Jun 30, 24
12 Janus Henderson Venture D 660.55K (1.66%) 0.00
Increased by 0.00%
Aug 31, 24
13 Van Berkom Sm-Cap Eq 657.42K (1.65%) 657.42K
Increased by +100.00%
Jun 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 621.00K (1.56%) 786.00
Increased by +0.13%
Aug 31, 24
15 Vanguard Explorer Inv 448.14K (1.13%) 224.98K
Increased by +50.20%
Jun 30, 24
16 Vanguard Small Cap Value Index Inv 437.85K (1.10%) -38.00
Decreased by -0.01%
Aug 31, 24
17 Fidelity Small Cap Index 433.22K (1.09%) -11.46K
Decreased by -2.65%
Jul 31, 24
18 Fidelity® Small Cap Index 419.25K (1.05%) 11.35K
Increased by +2.71%
Oct 31, 23
19 Nationwide Geneva Small Cap Gr Instl Svc 396.52K (1.00%) -10.73K
Decreased by -2.71%
Sep 30, 24
20 iShares Russell 2000 Growth ETF 368.38K (0.93%) 0.00
Increased by 0.00%
Sep 30, 24