| 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% | Mar 31, 26 |
| 3 | BlackRock Inc | 3.70M (14.71%) | 299.28K Increased by +8.09% | Mar 31, 26 |
| 4 | Vanguard Group Inc | 2.34M (9.31%) | -11.18K Decreased by -0.48% | Dec 31, 25 |
| 5 | Ridgemont Partners Management LLC | 1.94M (7.70%) | 13.93K Increased by +0.72% | Sep 30, 25 |
| 6 | Ancora Advisors LLC | 1.48M (5.86%) | 116.01K Increased by +7.86% | Sep 30, 25 |
| 7 | Scopus Asset Management, LLC | 1.30M (5.17%) | 1.30M Increased by +100.00% | Sep 30, 24 |
| 8 | MFN Partners Management, LP | 1.29M (5.13%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 9 | State Street Corporation | 1.25M (4.98%) | 177.81K Increased by +14.18% | Mar 31, 24 |
| 10 | Irenic Capital Management LP | 1.23M (4.89%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 11 | Private Management Group Inc | 1.16M (4.59%) | 226.60K Increased by +19.61% | Mar 31, 26 |
| 12 | Silvercrest Asset Management Group LLC | 1.13M (4.49%) | -109.25K Decreased by -9.67% | Dec 31, 23 |
| 13 | FMR Inc | 1.09M (4.32%) | 124.78K Increased by +11.48% | Mar 31, 26 |
| 14 | State Street Corp | 1.05M (4.19%) | 103.58K Increased by +9.83% | Mar 31, 26 |
| 15 | Vanguard Capital Management, LLC | 1.03M (4.08%) | 1.03M Increased by +100.00% | Mar 31, 26 |
| 16 | JPMorgan Chase & Co | 1.00M (3.99%) | 216.55K Increased by +21.58% | Sep 30, 25 |
| 17 | Paralel Advisors LLC | 975.00K (3.88%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 18 | J. Goldman & Co LP | 926.50K (3.68%) | 62.81K Increased by +6.78% | Jun 30, 25 |
| 19 | Vanguard Portfolio Management, LLC | 898.22K (3.57%) | 898.22K Increased by +100.00% | Mar 31, 26 |
| 20 | Melqart Asset Management (UK) Ltd. | 877.74K (3.49%) | 27.87K Increased by +3.17% | Mar 31, 26 |
| 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 (5.41%) | 590.00 Increased by +0.04% | May 29, 26 |
| 3 | SRH Total Return Fund | 975.00K (3.88%) | 0.00 Increased by 0.00% | Mar 31, 26 |
| 4 | Fidelity Value | 973.83K (3.87%) | -47.77K Decreased by -4.91% | Apr 30, 26 |
| 5 | Vanguard Total Stock Mkt Idx Inv | 784.87K (3.12%) | 34.00K Increased by +4.33% | Apr 30, 26 |
| 6 | Vanguard US Total Market Shares ETF | 776.69K (3.09%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 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 | 517.90K (2.06%) | 4.78K Increased by +0.92% | May 29, 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 | 286.36K (1.14%) | -595.00 Decreased by -0.21% | Apr 30, 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 | 254.89K (1.01%) | 1.39K Increased by +0.55% | Apr 30, 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 | Fidelity Value Strategies | 220.70K (0.88%) | 220.70K Increased by +100.00% | Apr 30, 26 |