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 0.75%
7 XSW 0.73%
8 SKYU 0.53%
9 XT 0.47%
10 HSMV 0.39%
11 XMMO 0.39%
12 JHSC 0.35%
13 SMDY 0.32%
14 CLDL 0.28%
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 (25.87%) 0.00
Increased by 0.00%
Mar 31, 24
2 Clearlake Capital Group LP 9.75M (25.87%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Group Inc 5.79M (15.36%) 9.74K
Increased by +0.17%
Dec 31, 24
4 BlackRock Inc 5.41M (14.35%) 40.73K
Increased by +0.75%
Dec 31, 24
5 Morgan Stanley - Brokerage Accounts 4.29M (11.39%) -97.13K
Decreased by -2.26%
Dec 31, 24
6 HHG PLC 2.89M (7.65%) 34.60K
Increased by +1.20%
Dec 31, 24
7 State Street Corp 1.69M (4.49%) 46.19K
Increased by +2.73%
Dec 31, 24
8 State Street Corporation 1.66M (4.39%) 29.04K
Increased by +1.75%
Mar 31, 24
9 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.33M (3.53%) 45.84K
Increased by +3.45%
Dec 31, 24
10 Geneva Capital Management 1.16M (3.07%) -18.11K
Decreased by -1.56%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 1.02M (2.71%) 3.12K
Increased by +0.31%
Dec 31, 24
12 FMR Inc 996.83K (2.64%) -581.64K
Decreased by -58.35%
Dec 31, 23
13 Geode Capital Management, LLC 976.37K (2.59%) -20.34K
Decreased by -2.08%
Dec 31, 24
14 Fuller & Thaler Asset Management Inc 843.12K (2.24%) -2.58K
Decreased by -0.31%
Dec 31, 24
15 Hawk Ridge Management LLC 817.94K (2.17%) -674.19K
Decreased by -82.43%
Jun 30, 24
16 P2 Capital Partners, LLC 758.18K (2.01%) -562.07K
Decreased by -74.13%
Dec 31, 24
17 Northern Trust Corp 693.58K (1.84%) 57.94K
Increased by +8.35%
Dec 31, 24
18 Greenhouse Funds LLLP 671.48K (1.78%) -244.90K
Decreased by -36.47%
Jun 30, 24
19 Palisade Capital Management LLc 590.83K (1.57%) 30.89K
Increased by +5.23%
Dec 31, 24
20 Van Berkom and Associates Inc 523.46K (1.39%) -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 (6.62%) 0.00
Increased by 0.00%
Jan 31, 25
2 Janus Henderson US SMID Cap Growth 1.82M (4.83%) -37.38K
Decreased by -2.05%
Dec 31, 24
3 Janus Henderson US SMID Cap Growth MA 1.82M (4.83%) 1.82M
Increased by +100.00%
Dec 31, 24
4 Janus Henderson Triton D 1.81M (4.80%) -9.86K
Decreased by -0.55%
Jan 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.62M (4.30%) 1.14K
Increased by +0.07%
Feb 28, 25
6 Vanguard Small Cap Index 1.29M (3.44%) 1.05K
Increased by +0.08%
Feb 28, 25
7 iShares Core S&P Mid-Cap ETF 1.24M (3.29%) 400.00
Increased by +0.03%
Mar 31, 25
8 iShares Russell 2000 ETF 1.03M (2.74%) -8.96K
Decreased by -0.87%
Mar 31, 25
9 Vanguard Information Technology ETF 958.03K (2.54%) -9.10K
Decreased by -0.95%
Feb 28, 25
10 FullerThaler Behavioral Sm-Cp Eq R6 806.31K (2.14%) 0.00
Increased by 0.00%
Dec 31, 24
11 FullerThaler Behavioral Small-Cap Equity 806.31K (2.14%) 0.00
Increased by 0.00%
Dec 31, 24
12 Janus Henderson US Small Cap Growth 659.25K (1.75%) -1.30K
Decreased by -0.20%
Dec 31, 24
13 Janus Henderson US Small Cap Growth MA 659.25K (1.75%) 659.18K
Increased by +99.99%
Dec 31, 24
14 Janus Henderson Venture D 659.25K (1.75%) 0.00
Increased by 0.00%
Jan 31, 25
15 Van Berkom Sm-Cap Eq 657.42K (1.74%) 657.42K
Increased by +100.00%
Jun 30, 24
16 Vanguard Explorer Inv 628.27K (1.67%) 46.76K
Increased by +7.44%
Dec 31, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 592.59K (1.57%) 829.00
Increased by +0.14%
Feb 28, 25
18 T. Rowe Price Integrated US SmCapGrEq 587.70K (1.56%) 293.85K
Increased by +50.00%
Dec 31, 24
19 Vanguard Small Cap Value Index Inv 426.01K (1.13%) -1.88K
Decreased by -0.44%
Feb 28, 25
20 Fidelity® Small Cap Index 419.25K (1.11%) 11.35K
Increased by +2.71%
Oct 31, 23