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 0.66%
7 SKYY 0.58%
8 SMMV 0.45%
9 BTAL 0.41%
10 FLQS 0.40%
11 HSMV 0.39%
12 XMMO 0.39%
13 JHSC 0.35%
14 FESM 0.34%
15 SMDY 0.32%
16 CLDL 0.30%
17 KOMP 0.27%
18 FNY 0.26%
19 SKYU 0.24%
20 RTLA 0.24%

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%
Jun 30, 25
3 BlackRock Inc 5.14M (13.92%) -88.19K
Decreased by -1.71%
Jun 30, 25
4 Vanguard Group Inc 4.81M (13.02%) -763.16K
Decreased by -15.87%
Jun 30, 25
5 Morgan Stanley - Brokerage Accounts 4.75M (12.85%) 256.37K
Increased by +5.40%
Jun 30, 25
6 HHG PLC 1.70M (4.59%) -426.15K
Decreased by -25.14%
Jun 30, 25
7 State Street Corporation 1.66M (4.48%) 29.04K
Increased by +1.75%
Mar 31, 24
8 State Street Corp 1.62M (4.40%) -44.14K
Decreased by -2.72%
Jun 30, 25
9 Geneva Capital Management 1.22M (3.31%) 75.67K
Increased by +6.19%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 1.00M (2.71%) 1.06K
Increased by +0.11%
Jun 30, 25
11 FMR Inc 996.83K (2.70%) -581.64K
Decreased by -58.35%
Dec 31, 23
12 Geode Capital Management, LLC 992.26K (2.69%) -3.42K
Decreased by -0.34%
Jun 30, 25
13 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 984.78K (2.67%) -253.40K
Decreased by -25.73%
Jun 30, 25
14 Hawk Ridge Management LLC 817.94K (2.21%) -674.19K
Decreased by -82.43%
Jun 30, 24
15 Greenhouse Funds LLLP 706.45K (1.91%) 203.35K
Increased by +28.78%
Jun 30, 25
16 Van Berkom and Associates Inc 669.60K (1.81%) 147.64K
Increased by +22.05%
Jun 30, 25
17 Northern Trust Corp 638.36K (1.73%) -34.97K
Decreased by -5.48%
Jun 30, 25
18 Palisade Capital Management LLc 569.66K (1.54%) -16.34K
Decreased by -2.87%
Jun 30, 25
19 P2 Capital Partners, LLC 490.75K (1.33%) 44.49K
Increased by +9.07%
Jun 30, 25
20 NORGES BANK 490.62K (1.33%) 28.40K
Increased by +5.79%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.83M (7.66%) -22.56K
Decreased by -0.80%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.63M (4.40%) 1.41K
Increased by +0.09%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.25M (3.39%) -26.50K
Decreased by -2.12%
Jul 31, 25
4 iShares Core S&P Mid-Cap ETF 1.23M (3.32%) 0.00
Increased by 0.00%
Aug 31, 25
5 Janus Henderson Triton D 954.36K (2.58%) -11.26K
Decreased by -1.18%
Jun 30, 25
6 Janus Henderson US SMID Cap Growth 954.36K (2.58%) -259.14K
Decreased by -27.15%
Jun 30, 25
7 Janus Henderson US SMID Cap Growth MA 954.36K (2.58%) 954.30K
Increased by +99.99%
Jun 30, 25
8 Vanguard Small Cap Index 942.76K (2.55%) -6.22K
Decreased by -0.66%
Jul 31, 25
9 Vanguard Information Technology ETF 939.67K (2.54%) 9.57K
Increased by +1.02%
Jul 31, 25
10 iShares Russell 2000 ETF 925.65K (2.51%) 0.00
Increased by 0.00%
Aug 31, 25
11 Janus Henderson US Small Cap Growth MA 659.25K (1.78%) 659.18K
Increased by +99.99%
Dec 31, 24
12 Van Berkom Sm-Cap Eq 657.42K (1.78%) 657.42K
Increased by +100.00%
Jun 30, 24
13 T. Rowe Price Integrated US SmCapGrEq 587.70K (1.59%) 293.85K
Increased by +50.00%
Dec 31, 24
14 FullerThaler Behavioral Sm-Cp Eq R6 463.53K (1.25%) 0.00
Increased by 0.00%
Jun 30, 25
15 FullerThaler Behavioral Small-Cap Equity 463.53K (1.25%) 0.00
Increased by 0.00%
Jun 30, 25
16 Janus Henderson US Small Cap Growth 451.74K (1.22%) -124.01K
Decreased by -27.45%
Jun 30, 25
17 Janus Henderson Venture D 451.74K (1.22%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Explorer Inv 436.25K (1.18%) -173.44K
Decreased by -39.76%
Jun 30, 25
19 Nationwide Geneva Small Cap Gr Instl Svc 431.61K (1.17%) -8.52K
Decreased by -1.97%
Jul 31, 25
20 Fidelity® Small Cap Index 419.25K (1.14%) 11.35K
Increased by +2.71%
Oct 31, 23