| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | CLEARLAKE CAPITAL GROUP, L.P. | 3.83M (17.74%) | 2.75M Increased by +71.84% | Jun 30, 24 |
| 2 | Clearlake Capital Group LP | 3.83M (17.74%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 3 | BlackRock Inc | 3.34M (15.51%) | -17.70K Decreased by -0.53% | Jun 30, 25 |
| 4 | LITTLEJOHN & CO LLC | 2.92M (13.55%) | 107.48K Increased by +3.68% | Jun 30, 25 |
| 5 | Vanguard Group Inc | 2.05M (9.49%) | -4.57K Decreased by -0.22% | Jun 30, 25 |
| 6 | Ridgemont Partners Management LLC | 1.92M (8.92%) | 12.86K Increased by +0.67% | Jun 30, 25 |
| 7 | Ancora Advisors LLC | 1.36M (6.30%) | 128.65K Increased by +9.47% | Jun 30, 25 |
| 8 | Scopus Asset Management, LLC | 1.30M (6.03%) | 1.30M Increased by +100.00% | Sep 30, 24 |
| 9 | MFN Partners Management, LP | 1.29M (5.98%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | State Street Corporation | 1.25M (5.81%) | 177.81K Increased by +14.18% | Mar 31, 24 |
| 11 | Irenic Capital Management LP | 1.23M (5.70%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 12 | Silvercrest Asset Management Group LLC | 1.13M (5.24%) | -109.25K Decreased by -9.67% | Dec 31, 23 |
| 13 | Private Management Group Inc | 1.05M (4.85%) | 83.60K Increased by +7.99% | Jun 30, 25 |
| 14 | Paralel Advisors LLC | 975.00K (4.52%) | 0.00 Increased by 0.00% | Jun 30, 25 |
| 15 | State Street Corp | 937.08K (4.35%) | -28.76K Decreased by -3.07% | Jun 30, 25 |
| 16 | J. Goldman & Co LP | 926.50K (4.30%) | 62.81K Increased by +6.78% | Jun 30, 25 |
| 17 | UBS Group AG | 902.88K (4.19%) | 425.78K Increased by +47.16% | Jun 30, 25 |
| 18 | CIBC World Markets Inc. | 841.88K (3.90%) | 841.88K Increased by +100.00% | Jun 30, 25 |
| 19 | Amvescap Plc. | 818.69K (3.80%) | 707.88K Increased by +86.46% | Mar 31, 24 |
| 20 | JPMorgan Chase & Co | 786.88K (3.65%) | 252.51K Increased by +32.09% | Jun 30, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Pacer US Small Cap Cash Cows 100 ETF | 2.25M (10.44%) | 12.63K Increased by +0.56% | Apr 30, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.25M (5.79%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 3 | SRH Total Return Fund | 975.00K (4.52%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 4 | Vanguard US Total Market Shares ETF | 776.69K (3.60%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 766.25K (3.55%) | -16.99K Decreased by -2.22% | Jul 31, 25 |
| 6 | Invesco Global Multi Cap Growth | 618.44K (2.87%) | 618.44K Increased by +100.00% | Mar 31, 24 |
| 7 | Invesco Global Opportunities A | 618.44K (2.87%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 8 | iShares Russell 2000 ETF | 596.46K (2.77%) | 0.00 Increased by 0.00% | Aug 31, 25 |
| 9 | Fidelity Value | 587.70K (2.73%) | 0.00 Increased by 0.00% | Jul 31, 25 |
| 10 | Federated Hermes MDT SCC Institutional | 456.50K (2.12%) | 402.13K Increased by +88.09% | Jun 30, 24 |
| 11 | Federated Hermes MDT Small Cap Core IS | 456.50K (2.12%) | 402.13K Increased by +88.09% | Jun 30, 24 |
| 12 | ClearBridge Small Cap Growth A | 361.89K (1.68%) | -169.28K Decreased by -46.78% | Dec 31, 23 |
| 13 | Schwab Fundamental U.S. Small CompanyETF | 321.02K (1.49%) | 1.29K Increased by +0.40% | Aug 30, 25 |
| 14 | Vanguard Small Cap Index | 294.62K (1.37%) | -2.05K Decreased by -0.70% | Jul 31, 25 |
| 15 | Penn Capital Small Cap Equity | 285.87K (1.33%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 271.79K (1.26%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | Fidelity® Small Cap Index | 252.28K (1.17%) | 6.77K Increased by +2.68% | Oct 31, 23 |
| 18 | PIMCO RAE US Small | 232.21K (1.08%) | 62.83K Increased by +27.06% | Jun 30, 25 |
| 19 | PIMCO RAE US Small Instl | 232.21K (1.08%) | 62.83K Increased by +27.06% | Jun 30, 25 |
| 20 | Fidelity Small Cap Index | 224.43K (1.04%) | -27.28K Decreased by -12.15% | Jun 30, 25 |