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 SMMV 0.41%
12 FLQS 0.40%
13 HSMV 0.39%
14 XMMO 0.39%
15 JHSC 0.35%
16 FESM 0.34%
17 SMDY 0.32%
18 CLDL 0.30%
19 KOMP 0.27%
20 FNY 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CLEARLAKE CAPITAL GROUP, L.P. 9.75M (28.33%) 0.00
Increased by 0.00%
Mar 31, 24
2 Clearlake Capital Group LP 9.75M (28.33%) 0.00
Increased by 0.00%
Dec 31, 25
3 Vanguard Group Inc 5.38M (15.62%) -138.28K
Decreased by -2.57%
Dec 31, 25
4 BlackRock Inc 4.93M (14.33%) -209.79K
Decreased by -4.25%
Sep 30, 25
5 Morgan Stanley - Brokerage Accounts 4.33M (12.58%) -415.87K
Decreased by -9.61%
Sep 30, 25
6 State Street Corporation 1.66M (4.81%) 29.04K
Increased by +1.75%
Mar 31, 24
7 State Street Corp 1.58M (4.60%) -39.91K
Decreased by -2.52%
Sep 30, 25
8 HHG PLC 1.56M (4.54%) -133.38K
Decreased by -8.54%
Sep 30, 25
9 Geneva Capital Management 1.09M (3.17%) -134.46K
Decreased by -12.34%
Dec 31, 25
10 FMR Inc 996.83K (2.90%) -581.64K
Decreased by -58.35%
Dec 31, 23
11 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 984.78K (2.86%) -253.40K
Decreased by -25.73%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 975.09K (2.83%) 5.71K
Increased by +0.59%
Dec 31, 25
13 Geode Capital Management, LLC 961.14K (2.79%) -5.93K
Decreased by -0.62%
Dec 31, 25
14 Hawk Ridge Management LLC 817.94K (2.38%) -674.19K
Decreased by -82.43%
Jun 30, 24
15 Fuller & Thaler Asset Management Inc 801.47K (2.33%) 450.97K
Increased by +56.27%
Dec 31, 25
16 Van Berkom and Associates Inc 779.93K (2.27%) 111.39K
Increased by +14.28%
Dec 31, 25
17 AQR Capital Management LLC 767.79K (2.23%) 469.39K
Increased by +61.14%
Dec 31, 25
18 Greenhouse Funds LLLP 706.45K (2.05%) 203.35K
Increased by +28.78%
Jun 30, 25
19 P2 Capital Partners, LLC 630.30K (1.83%) 0.00
Increased by 0.00%
Dec 31, 25
20 Northern Trust Corp 628.73K (1.83%) -9.63K
Decreased by -1.53%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 2.48M (7.21%) 0.00
Increased by 0.00%
Feb 28, 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 1.47M (4.27%) -67.32K
Decreased by -4.58%
Mar 31, 26
4 iShares Core S&P Mid-Cap ETF 1.19M (3.45%) 950.00
Increased by +0.08%
Mar 31, 26
5 Vanguard Small Cap Index 1.06M (3.07%) -28.38K
Decreased by -2.68%
Mar 31, 26
6 Vanguard Information Technology ETF 958.17K (2.78%) -980.00
Decreased by -0.10%
Mar 31, 26
7 Janus Henderson US SMID Cap Growth MA 954.36K (2.77%) 954.30K
Increased by +99.99%
Jun 30, 25
8 iShares Russell 2000 ETF 919.15K (2.67%) -7.52K
Decreased by -0.82%
Mar 31, 26
9 Janus Henderson US SMID Cap Growth 780.57K (2.27%) -48.00K
Decreased by -6.15%
Dec 31, 25
10 Janus Henderson Triton D 761.87K (2.21%) -18.70K
Decreased by -2.45%
Jan 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 674.77K (1.96%) -22.96K
Decreased by -3.40%
Mar 31, 26
13 Janus Henderson US Small Cap Growth MA 659.25K (1.91%) 659.18K
Increased by +99.99%
Dec 31, 24
14 T. Rowe Price Integrated US SmCapGrEq 587.70K (1.71%) 293.85K
Increased by +50.00%
Dec 31, 24
15 Shapiro Capital Mgt Sm-Cap Val 451.65K (1.31%) 255.22K
Increased by +56.51%
Mar 31, 26
16 Vanguard Explorer Inv 436.25K (1.27%) -173.44K
Decreased by -39.76%
Jun 30, 25
17 Janus Henderson US Small Cap Growth 424.95K (1.23%) -14.86K
Decreased by -3.50%
Dec 31, 25
18 Janus Henderson Venture D 420.26K (1.22%) -4.68K
Decreased by -1.11%
Jan 31, 26
19 Fidelity® Small Cap Index 419.25K (1.22%) 11.35K
Increased by +2.71%
Oct 31, 23
20 Vanguard Institutional Extnd Mkt Idx Tr 399.14K (1.16%) -1.13K
Decreased by -0.28%
Mar 31, 26