Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CBLS 2.49%
2 CBSE 2.42%
3 FYC 0.46%
4 FSGS 0.32%
5 RNSC 0.32%
6 DFE 0.28%
7 FYX 0.19%
8 CSML 0.14%
9 JSML 0.13%
10 EES 0.13%
11 TPSC 0.13%
12 CSA 0.12%
13 CSF 0.12%
14 DLS 0.12%
15 FAD 0.10%
16 DTH 0.06%
17 IEUS 0.05%
18 GWX 0.05%
19 AVDS 0.04%
20 SMLV 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Atairos Group, Inc 63.43M (321.10%) 0.00
Increased by 0.00%
Dec 31, 24
2 Alta Fundamental Advisers LLC 3.40M (17.22%) 0.00
Increased by 0.00%
Dec 31, 24
3 Boston Partners Global Investors, Inc 3.02M (15.31%) -414.32K
Decreased by -13.70%
Sep 30, 24
4 Champlain Investment Partners, LLC 2.86M (14.47%) 361.93K
Increased by +12.66%
Dec 31, 24
5 Vanguard Group Inc 1.91M (9.69%) -245.14K
Decreased by -12.81%
Dec 31, 24
6 Capital World Investors 1.75M (8.85%) 0.00
Increased by 0.00%
Sep 30, 23
7 Portolan Capital Management, LLC 1.43M (7.24%) 723.90K
Increased by +50.65%
Dec 31, 24
8 Private Management Group Inc 1.36M (6.89%) 73.49K
Increased by +5.40%
Dec 31, 24
9 FMR Inc 1.29M (6.53%) -265.32K
Decreased by -20.58%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 1.29M (6.52%) 996.12K
Increased by +77.32%
Dec 31, 23
11 Ameriprise Financial Inc 1.24M (6.26%) -1.40M
Decreased by -113.47%
Sep 30, 23
12 Citadel Advisors Llc 1.21M (6.14%) -350.83K
Decreased by -28.91%
Dec 31, 24
13 Federated Hermes Inc 900.00K (4.56%) -100.00K
Decreased by -11.11%
Dec 31, 23
14 Systematic Financial Management LP 870.30K (4.41%) 32.21K
Increased by +3.70%
Dec 31, 24
15 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 793.21K (4.02%) 0.00
Increased by 0.00%
Dec 31, 24
16 Ionic Capital Management LLC 700.35K (3.55%) -529.24K
Decreased by -75.57%
Dec 31, 23
17 Goldman Sachs Group Inc 649.13K (3.29%) -146.51K
Decreased by -22.57%
Sep 30, 23
18 Driehaus Capital Management LLC 637.63K (3.23%) 637.63K
Increased by +100.00%
Dec 31, 24
19 State Street Corporation 599.64K (3.04%) -100.09K
Decreased by -16.69%
Dec 31, 23
20 BlackRock Inc 552.58K (2.80%) -690.00
Decreased by -0.12%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Champlain Small Company Fund, LLC 1.94M (9.81%) -17.09K
Decreased by -0.88%
Feb 28, 25
2 American Funds SMALLCAP World A 1.75M (8.85%) 0.00
Increased by 0.00%
Sep 30, 23
3 Fidelity VIP Mid Cap Initial 1.07M (5.42%) 0.00
Increased by 0.00%
Sep 30, 24
4 Champlain Small Company Adv 1.00M (5.06%) 85.00K
Increased by +8.50%
Dec 31, 24
5 Strategic Advisers® Small-Mid Cap 954.23K (4.83%) 0.00
Increased by 0.00%
Oct 31, 23
6 FIAM Small Cap Core Composite 939.70K (4.76%) -42.60K
Decreased by -4.53%
Mar 31, 24
7 FIAM Small Cap Core CIT Cl B 918.30K (4.65%) -57.60K
Decreased by -6.27%
Feb 29, 24
8 VIP Mid Cap Initial 874.20K (4.43%) 0.00
Increased by 0.00%
Nov 30, 23
9 Old Westbury Small & Mid Cap Strategies 825.00K (4.18%) 125.00K
Increased by +15.15%
Jan 31, 25
10 Meridian Contrarian Legacy 781.80K (3.96%) 0.00
Increased by 0.00%
Dec 31, 24
11 Vanguard Total Stock Mkt Idx Inv 665.92K (3.37%) 0.00
Increased by 0.00%
Feb 28, 25
12 Strategic Advisers U.S. Total Stock 569.82K (2.88%) -157.29K
Decreased by -27.60%
Feb 28, 25
13 Strategic Advisers Small-Mid Cap 482.90K (2.44%) -478.15K
Decreased by -99.02%
Jul 31, 24
14 Federated Hermes Kaufmann Small Cap A 475.00K (2.40%) -425.00K
Decreased by -89.47%
Mar 31, 24
15 Federated Hermes Kaufmann Small Cap Grow 475.00K (2.40%) -425.00K
Decreased by -89.47%
Mar 31, 24
16 Vanguard Small Cap Index 451.47K (2.29%) 403.00
Increased by +0.09%
Feb 28, 25
17 Philotimo Focused Growth and Income 446.51K (2.26%) 446.51K
Increased by +100.00%
Dec 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 393.68K (1.99%) 17.87K
Increased by +4.54%
Feb 28, 25
19 iShares Russell 2000 ETF 385.93K (1.95%) -3.06K
Decreased by -0.79%
Apr 30, 24
20 Strategic Advisers U.S. Total Stock{mg} 384.01K (1.94%) 384.01K
Increased by +100.00%
Sep 30, 24