Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FYC 0.46%
2 AVSC 0.24%
3 FYX 0.23%
4 BFOR 0.23%
5 EES 0.22%
6 TPSC 0.19%
7 CSA 0.17%
8 CSF 0.17%
9 BBSC 0.11%
10 VTWG 0.10%
11 FAD 0.10%
12 FSMD 0.09%
13 IWO 0.09%
14 VBK 0.09%
15 SMLV 0.07%
16 GSSC 0.06%
17 FPX 0.06%
18 AFSM 0.06%
19 DFAS 0.06%
20 VTWO 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CLEARLAKE CAPITAL GROUP, L.P. 23.07M (16.93%) -21.37M
Decreased by -92.62%
Sep 30, 23
2 Vanguard Group Inc 11.64M (8.54%) 2.46M
Increased by +21.13%
Dec 31, 23
3 BlackRock Inc 8.39M (6.16%) 397.67K
Increased by +4.74%
Dec 31, 23
4 BAMCO Inc 6.87M (5.04%) 1.37M
Increased by +19.96%
Dec 31, 23
5 RIMA MANAGEMENT, LLC 5.80M (4.26%) -389.62K
Decreased by -6.72%
Dec 31, 23
6 Thrivent Financial For Lutherans 5.78M (4.24%) 10.96K
Increased by +0.19%
Dec 31, 23
7 Allspring Global Investments Holdings, LLC 5.46M (4.01%) 2.03M
Increased by +37.12%
Dec 31, 23
8 JPMorgan Chase & Co 4.28M (3.14%) 2.62M
Increased by +61.31%
Dec 31, 23
9 Vaughan Nelson Scarbrgh & Mccullough LP 4.26M (3.13%) 873.13K
Increased by +20.49%
Dec 31, 23
10 Morgan Stanley - Brokerage Accounts 3.96M (2.91%) 987.12K
Increased by +24.93%
Dec 31, 23
11 Wasatch Advisors Inc. 3.55M (2.61%) 493.42K
Increased by +13.90%
Dec 31, 23
12 Wasatch Advisors LP 3.55M (2.61%) 493.42K
Increased by +13.90%
Dec 31, 23
13 ACK Asset Management LLC 3.39M (2.49%) 3.39M
Increased by +100.00%
Dec 31, 23
14 Millennium Management LLC 3.02M (2.22%) -588.04K
Decreased by -19.47%
Dec 31, 23
15 Davenport & Company LLC 2.90M (2.13%) 233.65K
Increased by +8.05%
Dec 31, 23
16 HHG PLC 2.87M (2.10%) 35.28K
Increased by +1.23%
Dec 31, 23
17 Wellington Management Company LLP 2.81M (2.06%) 370.94K
Increased by +13.20%
Dec 31, 23
18 Boston Partners Global Investors, Inc 2.60M (1.91%) -70.91K
Decreased by -2.73%
Dec 31, 23
19 Marshall Wace Asset Management Ltd 2.46M (1.81%) -978.20K
Decreased by -39.77%
Dec 31, 23
20 Bayberry Capital Partners LP 2.42M (1.78%) -370.00K
Decreased by -15.29%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Opp. Small Cap Growth Strategy 6.00M (4.40%) 0.00
Increased by 0.00%
Mar 31, 24
2 Baron Small Cap Retail 6.00M (4.40%) 0.00
Increased by 0.00%
Mar 31, 24
3 Vanguard Total Stock Mkt Idx Inv 4.44M (3.26%) 909.29K
Increased by +20.46%
Mar 31, 24
4 Allspring Special Small Cap Value A 3.94M (2.89%) 0.00
Increased by 0.00%
Mar 31, 24
5 Vanguard Small Cap Index 3.56M (2.61%) 721.00K
Increased by +20.26%
Mar 31, 24
6 Davenport Small Cap Focus 3.24M (2.38%) 114.39K
Increased by +3.53%
Mar 31, 24
7 Janus Henderson US Small Cap Growth 2.75M (2.02%) 46.63K
Increased by +1.69%
Mar 31, 24
8 Janus Henderson Venture D 2.67M (1.96%) -34.21K
Decreased by -1.28%
Feb 29, 24
9 Thrivent Small Cap Stock A 2.66M (1.95%) 52.94K
Increased by +1.99%
Feb 29, 24
10 JPM US Small Cap Core-Composite 2.37M (1.74%) 196.34K
Increased by +8.30%
Mar 31, 24
11 JPMorgan Small Cap Equity A 2.37M (1.74%) 196.34K
Increased by +8.30%
Mar 31, 24
12 Vanguard Small Cap Growth Index Inv 2.01M (1.48%) 420.04K
Increased by +20.87%
Mar 31, 24
13 iShares Russell 2000 ETF 1.96M (1.44%) -15.60K
Decreased by -0.80%
Apr 30, 24
14 Fidelity Low-Priced Stock 1.58M (1.16%) 30.00K
Increased by +1.90%
Feb 29, 24
15 Calvert Small-Cap A 1.41M (1.04%) 62.28K
Increased by +4.41%
Feb 29, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 1.37M (1.00%) 17.42K
Increased by +1.27%
Mar 31, 24
17 Natixis Vaughan Nelson Small Cap Value A 1.36M (1.00%) 206.43K
Increased by +15.15%
Mar 31, 24
18 Calvert US Small-Cap Strategy 1.35M (0.99%) 343.09K
Increased by +25.42%
Dec 31, 23
19 Xtrackers S&P 500 Swap ETF 1C 1.35M (0.99%) 512.32K
Increased by +38.02%
Mar 31, 24
20 Wasatch Small Cap Value 1.25M (0.92%) 118.76K
Increased by +9.48%
Dec 31, 23