Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 2.95%
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 (17.76%) -21.37M
Decreased by -92.62%
Sep 30, 23
2 FMR Inc 20.83M (16.03%) 3.24M
Increased by +15.57%
Mar 31, 26
3 Vanguard Group Inc 12.81M (9.86%) -56.63K
Decreased by -0.44%
Dec 31, 25
4 BlackRock Inc 10.02M (7.72%) 104.43K
Increased by +1.04%
Mar 31, 26
5 Cooke & Bieler LP 7.78M (5.99%) 37.52K
Increased by +0.48%
Mar 31, 26
6 JPMorgan Chase & Co 6.61M (5.09%) 745.06K
Increased by +11.28%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 6.03M (4.64%) 6.03M
Increased by +100.00%
Mar 31, 26
8 Vaughan Nelson Scarbrgh & Mccullough LP 5.90M (4.54%) -138.49K
Decreased by -2.35%
Sep 30, 24
9 Vanguard Capital Management, LLC 5.85M (4.50%) 5.85M
Increased by +100.00%
Mar 31, 26
10 Thrivent Financial For Lutherans 5.35M (4.11%) -209.08K
Decreased by -3.91%
Sep 30, 24
11 Wellington Management Company LLP 4.59M (3.53%) 219.51K
Increased by +4.79%
Dec 31, 24
12 River Road Asset Management, LLC 4.50M (3.46%) -67.54K
Decreased by -1.50%
Mar 31, 26
13 Ameriprise Financial Inc 4.39M (3.38%) 48.01K
Increased by +1.09%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 4.21M (3.24%) 474.20K
Increased by +11.28%
Mar 31, 26
15 Wasatch Advisors LP 3.83M (2.95%) 256.33K
Increased by +6.70%
Jun 30, 25
16 American Century Companies Inc 3.63M (2.80%) 3.28M
Increased by +90.15%
Mar 31, 25
17 Wasatch Advisors Inc. 3.55M (2.73%) 493.42K
Increased by +13.90%
Dec 31, 23
18 Morgan Stanley - Brokerage Accounts 3.51M (2.70%) -7.84M
Decreased by -223.36%
Sep 30, 24
19 Ophir Asset Management Pty Ltd 3.48M (2.68%) 3.48M
Increased by +100.00%
Dec 31, 25
20 Macquarie Group Ltd 3.43M (2.64%) 3.43M
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Low-Priced Stock 7.28M (5.61%) 1.26M
Increased by +17.35%
Mar 31, 26
2 Deep Research Equity Fd SICAV A 5.53M (4.25%) 615.20K
Increased by +11.13%
Apr 30, 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%
Apr 30, 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%) 0.00
Increased by 0.00%
Apr 30, 26
8 Columbia Acorn Inst 3.35M (2.57%) 3.35M
Increased by +100.00%
Apr 30, 26
9 iShares Russell 2000 ETF 3.27M (2.51%) 30.16K
Increased by +0.92%
May 29, 26
10 Vanguard Small Cap Index 3.04M (2.34%) -13.00K
Decreased by -0.43%
Apr 30, 26
11 Strategic Advisers Fidelity US TtlStk 2.82M (2.17%) 0.00
Increased by 0.00%
Apr 30, 26
12 Delaware Small Cap Core I 2.81M (2.17%) 618.77K
Increased by +21.98%
Sep 30, 24
13 Baron Opp. Small Cap Growth Strategy 2.75M (2.12%) -2.09M
Decreased by -76.00%
Jun 30, 25
14 Baron Small Cap Retail 2.75M (2.12%) -2.09M
Decreased by -76.00%
Jun 30, 25
15 Thrivent Small Cap Stock A 2.69M (2.07%) 13.71K
Increased by +0.51%
Aug 31, 24
16 Davenport Small Cap Focus 2.63M (2.02%) 0.00
Increased by 0.00%
Apr 30, 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