Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 2.89%
2 PKB 1.56%
3 DEEP 1.02%
4 DVP 0.99%
5 MYLD 0.66%
6 DSMC 0.56%
7 JSML 0.51%
8 SFLO 0.44%
9 JSMD 0.43%
10 SQLV 0.39%
11 SEIS 0.35%
12 FYC 0.26%
13 PSC 0.20%
14 BFOR 0.16%
15 QSML 0.16%
16 TPSC 0.13%
17 EES 0.13%
18 AVSC 0.12%
19 CSA 0.12%
20 CSF 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CLEARLAKE CAPITAL GROUP, L.P. 23.07M (17.73%) -21.37M
Decreased by -92.62%
Sep 30, 23
2 FMR Inc 17.59M (13.52%) -243.62K
Decreased by -1.39%
Dec 31, 25
3 Vanguard Group Inc 12.81M (9.85%) -56.63K
Decreased by -0.44%
Dec 31, 25
4 BlackRock Inc 9.92M (7.62%) 10.11K
Increased by +0.10%
Dec 31, 25
5 Cooke & Bieler LP 7.75M (5.95%) 874.13K
Increased by +11.28%
Dec 31, 25
6 JPMorgan Chase & Co 6.61M (5.08%) 745.06K
Increased by +11.28%
Mar 31, 26
7 Vaughan Nelson Scarbrgh & Mccullough LP 5.90M (4.53%) -138.49K
Decreased by -2.35%
Sep 30, 24
8 Thrivent Financial For Lutherans 5.35M (4.11%) -209.08K
Decreased by -3.91%
Sep 30, 24
9 Wellington Management Company LLP 4.59M (3.52%) 219.51K
Increased by +4.79%
Dec 31, 24
10 River Road Asset Management, LLC 4.57M (3.51%) 95.03K
Increased by +2.08%
Dec 31, 25
11 Ameriprise Financial Inc 4.34M (3.34%) 541.45K
Increased by +12.47%
Dec 31, 25
12 Dimensional Fund Advisors, Inc. 4.21M (3.23%) 474.20K
Increased by +11.28%
Mar 31, 26
13 Wasatch Advisors LP 3.83M (2.94%) 256.33K
Increased by +6.70%
Jun 30, 25
14 American Century Companies Inc 3.63M (2.79%) 3.28M
Increased by +90.15%
Mar 31, 25
15 Wasatch Advisors Inc. 3.55M (2.73%) 493.42K
Increased by +13.90%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 3.51M (2.70%) -7.84M
Decreased by -223.36%
Sep 30, 24
17 Ophir Asset Management Pty Ltd 3.48M (2.67%) 3.48M
Increased by +100.00%
Dec 31, 25
18 Macquarie Group Ltd 3.43M (2.63%) 3.43M
Increased by +100.00%
Sep 30, 24
19 ACK Asset Management LLC 3.39M (2.61%) 0.00
Increased by 0.00%
Mar 31, 24
20 Geode Capital Management, LLC 3.25M (2.50%) -3.45K
Decreased by -0.11%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Low-Priced Stock 6.02M (4.63%) -4.86K
Decreased by -0.08%
Feb 28, 26
2 Deep Research Equity Fd SICAV A 4.91M (3.77%) 514.00K
Increased by +10.47%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 4.47M (3.44%) 15.43K
Increased by +0.35%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 4.16M (3.20%) 0.00
Increased by 0.00%
Mar 31, 26
5 JPM Small Cap Equity-MA 3.69M (2.84%) 272.89K
Increased by +7.39%
Mar 31, 26
6 JPM US Small Cap Core-Composite 3.69M (2.84%) 272.89K
Increased by +7.39%
Mar 31, 26
7 JPMorgan Small Cap Equity A 3.69M (2.84%) 63.02K
Increased by +1.71%
Mar 31, 26
8 Columbia Acorn Inst 3.35M (2.57%) 0.00
Increased by 0.00%
Feb 28, 26
9 iShares Russell 2000 ETF 3.19M (2.45%) 26.88K
Increased by +0.84%
Apr 30, 26
10 Vanguard Small Cap Index 3.06M (2.35%) 58.77K
Increased by +1.92%
Mar 31, 26
11 Strategic Advisers Fidelity US TtlStk 2.82M (2.17%) 240.14K
Increased by +8.51%
Mar 31, 26
12 Delaware Small Cap Core I 2.81M (2.16%) 618.77K
Increased by +21.98%
Sep 30, 24
13 Baron Opp. Small Cap Growth Strategy 2.75M (2.11%) -2.09M
Decreased by -76.00%
Jun 30, 25
14 Baron Small Cap Retail 2.75M (2.11%) -2.09M
Decreased by -76.00%
Jun 30, 25
15 Thrivent Small Cap Stock A 2.69M (2.06%) 13.71K
Increased by +0.51%
Aug 31, 24
16 Davenport Small Cap Focus 2.63M (2.02%) 0.00
Increased by 0.00%
Mar 31, 26
17 Calvert US Small-Cap Strategy 2.58M (1.99%) 475.71K
Increased by +18.41%
Jun 30, 24
18 American Century Small Cap Growth Inv 2.52M (1.94%) 2.52M
Increased by +100.00%
Mar 31, 25
19 American Century U.S. Small Cap Growth 2.52M (1.94%) 2.52M
Increased by +100.00%
Mar 31, 25
20 Fidelity Greater Canada Sr F 2.25M (1.73%) 0.00
Increased by 0.00%
Jun 30, 24