| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | CLEARLAKE CAPITAL GROUP, L.P. | 3.83M (15.21%) | 2.75M Increased by +71.84% | Jun 30, 24 |
| 2 | Clearlake Capital Group LP | 3.83M (15.21%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | BlackRock Inc | 3.40M (13.52%) | 179.17K Increased by +5.27% | Dec 31, 25 |
| 4 | LITTLEJOHN & CO LLC | 2.43M (9.65%) | -326.10K Decreased by -13.44% | Dec 31, 25 |
| 5 | Vanguard Group Inc | 2.34M (9.31%) | -11.18K Decreased by -0.48% | Dec 31, 25 |
| 6 | Ridgemont Partners Management LLC | 1.94M (7.70%) | 13.93K Increased by +0.72% | Sep 30, 25 |
| 7 | Ancora Advisors LLC | 1.48M (5.86%) | 116.01K Increased by +7.86% | Sep 30, 25 |
| 8 | Scopus Asset Management, LLC | 1.30M (5.17%) | 1.30M Increased by +100.00% | Sep 30, 24 |
| 9 | MFN Partners Management, LP | 1.29M (5.13%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | State Street Corporation | 1.25M (4.98%) | 177.81K Increased by +14.18% | Mar 31, 24 |
| 11 | Irenic Capital Management LP | 1.23M (4.89%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | Silvercrest Asset Management Group LLC | 1.13M (4.49%) | -109.25K Decreased by -9.67% | Dec 31, 23 |
| 13 | JPMorgan Chase & Co | 1.00M (3.99%) | 216.55K Increased by +21.58% | Sep 30, 25 |
| 14 | Paralel Advisors LLC | 975.00K (3.88%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 15 | FMR Inc | 961.87K (3.82%) | 231.15K Increased by +24.03% | Dec 31, 25 |
| 16 | State Street Corp | 949.78K (3.78%) | 19.85K Increased by +2.09% | Dec 31, 25 |
| 17 | Private Management Group Inc | 928.81K (3.69%) | -7.68K Decreased by -0.83% | Dec 31, 25 |
| 18 | J. Goldman & Co LP | 926.50K (3.68%) | 62.81K Increased by +6.78% | Jun 30, 25 |
| 19 | Melqart Asset Management (UK) Ltd. | 849.88K (3.38%) | 467.48K Increased by +55.01% | Dec 31, 25 |
| 20 | CIBC World Markets Inc. | 784.73K (3.12%) | 28.69K Increased by +3.66% | Dec 31, 25 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Pacer US Small Cap Cash Cows 100 ETF | 2.25M (8.95%) | 12.63K Increased by +0.56% | Apr 30, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.36M (5.42%) | 354.00 Increased by +0.03% | Apr 30, 26 |
| 3 | Fidelity Value | 1.02M (4.06%) | 122.40K Increased by +11.98% | Mar 31, 26 |
| 4 | SRH Total Return Fund | 975.00K (3.88%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 5 | Vanguard US Total Market Shares ETF | 776.69K (3.09%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 6 | Vanguard Total Stock Mkt Idx Inv | 750.87K (2.98%) | -186.90K Decreased by -24.89% | Mar 31, 26 |
| 7 | Invesco Global Multi Cap Growth | 618.44K (2.46%) | 618.44K Increased by +100.00% | Mar 31, 24 |
| 8 | Invesco Global Opportunities A | 618.44K (2.46%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 9 | iShares Russell 2000 ETF | 513.03K (2.04%) | 4.32K Increased by +0.84% | Apr 30, 26 |
| 10 | Federated Hermes MDT SCC Institutional | 456.50K (1.81%) | 402.13K Increased by +88.09% | Jun 30, 24 |
| 11 | Federated Hermes MDT Small Cap Core IS | 456.50K (1.81%) | 402.13K Increased by +88.09% | Jun 30, 24 |
| 12 | Fidelity Advisor Multi-Asset Income I | 365.70K (1.45%) | 170.36K Increased by +46.59% | Feb 28, 26 |
| 13 | ClearBridge Small Cap Growth A | 361.89K (1.44%) | -169.28K Decreased by -46.78% | Dec 31, 23 |
| 14 | Vanguard Small Cap Index | 286.96K (1.14%) | -50.65K Decreased by -17.65% | Mar 31, 26 |
| 15 | Penn Capital Small Cap Equity | 285.87K (1.14%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 16 | SPDR® Portfolio S&P 600 Sm Cap ETF | 271.79K (1.08%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 253.50K (1.01%) | 9.26K Increased by +3.65% | Mar 31, 26 |
| 18 | Fidelity® Small Cap Index | 252.28K (1.00%) | 6.77K Increased by +2.68% | Oct 31, 23 |
| 19 | Xtrackers S&P 500 Swap ETF 1C | 242.90K (0.97%) | 117.02K Increased by +48.17% | Dec 31, 25 |
| 20 | Schwab Fundamental U.S. Small CompanyETF | 239.27K (0.95%) | 0.00 Increased by 0.00% | Apr 30, 26 |