Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 3.57%
2 PKB 2.56%
3 MYLD 1.09%
4 DVP 1.00%
5 DEEP 0.98%
6 JSML 0.81%
7 JSMD 0.70%
8 DSMC 0.50%
9 SEIS 0.48%
10 SFLO 0.44%
11 SQLV 0.39%
12 SVAL 0.39%
13 FYC 0.26%
14 PSC 0.20%
15 BFOR 0.16%
16 QSML 0.16%
17 TPSC 0.13%
18 EES 0.13%
19 AVSC 0.12%
20 CSA 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CLEARLAKE CAPITAL GROUP, L.P. 23.07M (17.38%) -21.37M
Decreased by -92.62%
Sep 30, 23
2 FMR Inc 18.12M (13.65%) 2.59M
Increased by +14.29%
Jun 30, 25
3 Vanguard Group Inc 13.14M (9.90%) -209.02K
Decreased by -1.59%
Jun 30, 25
4 BlackRock Inc 10.00M (7.53%) -358.42K
Decreased by -3.58%
Jun 30, 25
5 Cooke & Bieler LP 7.33M (5.52%) -29.75K
Decreased by -0.41%
Jun 30, 25
6 JPMorgan Chase & Co 7.29M (5.49%) -679.39K
Decreased by -9.32%
Jun 30, 25
7 Vaughan Nelson Scarbrgh & Mccullough LP 5.90M (4.44%) -138.49K
Decreased by -2.35%
Sep 30, 24
8 Thrivent Financial For Lutherans 5.35M (4.03%) -209.08K
Decreased by -3.91%
Sep 30, 24
9 River Road Asset Management, LLC 5.22M (3.93%) -21.91K
Decreased by -0.42%
Jun 30, 25
10 Wellington Management Company LLP 4.59M (3.45%) 219.51K
Increased by +4.79%
Dec 31, 24
11 Ameriprise Financial Inc 4.10M (3.09%) 381.46K
Increased by +9.30%
Jun 30, 25
12 Wasatch Advisors LP 3.83M (2.88%) 256.33K
Increased by +6.70%
Jun 30, 25
13 William Blair Investment Management, LLC 3.64M (2.74%) -286.29K
Decreased by -7.87%
Jun 30, 25
14 American Century Companies Inc 3.63M (2.74%) 3.28M
Increased by +90.15%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 3.61M (2.72%) 202.17K
Increased by +5.61%
Jun 30, 25
16 Wasatch Advisors Inc. 3.55M (2.67%) 493.42K
Increased by +13.90%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 3.51M (2.65%) -7.84M
Decreased by -223.36%
Sep 30, 24
18 Macquarie Group Ltd 3.43M (2.58%) 3.43M
Increased by +100.00%
Sep 30, 24
19 ACK Asset Management LLC 3.39M (2.56%) 0.00
Increased by 0.00%
Mar 31, 24
20 Geode Capital Management, LLC 3.24M (2.44%) 18.70K
Increased by +0.58%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Low-Priced Stock 6.06M (4.56%) -16.26K
Decreased by -0.27%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 4.47M (3.37%) 15.43K
Increased by +0.35%
Sep 30, 24
3 JPM Small Cap Equity-MA 4.29M (3.23%) -320.89K
Decreased by -7.48%
Jun 30, 25
4 JPM US Small Cap Core-Composite 4.29M (3.23%) -320.89K
Decreased by -7.48%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 4.17M (3.14%) -92.54K
Decreased by -2.22%
Jul 31, 25
6 JPMorgan Small Cap Equity A 3.97M (2.99%) -319.52K
Decreased by -8.05%
Jul 31, 25
7 iShares Russell 2000 ETF 3.27M (2.46%) 0.00
Increased by 0.00%
Aug 31, 25
8 Vanguard Small Cap Index 3.23M (2.43%) -21.54K
Decreased by -0.67%
Jul 31, 25
9 Davenport Small Cap Focus 2.94M (2.21%) -254.30K
Decreased by -8.65%
Jul 31, 25
10 Columbia Acorn Inst 2.89M (2.18%) -75.78K
Decreased by -2.62%
Jul 31, 25
11 Delaware Small Cap Core I 2.81M (2.12%) 618.77K
Increased by +21.98%
Sep 30, 24
12 Baron Opp. Small Cap Growth Strategy 2.75M (2.07%) -2.09M
Decreased by -76.00%
Jun 30, 25
13 Baron Small Cap Retail 2.75M (2.07%) -2.09M
Decreased by -76.00%
Jun 30, 25
14 Thrivent Small Cap Stock A 2.69M (2.02%) 13.71K
Increased by +0.51%
Aug 31, 24
15 Calvert US Small-Cap Strategy 2.58M (1.95%) 475.71K
Increased by +18.41%
Jun 30, 24
16 American Century Small Cap Growth Inv 2.52M (1.90%) 2.52M
Increased by +100.00%
Mar 31, 25
17 American Century U.S. Small Cap Growth 2.52M (1.90%) 2.52M
Increased by +100.00%
Mar 31, 25
18 Janus Henderson US Small Cap Growth MA 2.40M (1.81%) 2.40M
Increased by +99.99%
Dec 31, 24
19 Allspring Special Small Cap Value A 2.32M (1.75%) -77.60K
Decreased by -3.35%
Jul 31, 25
20 Fidelity Greater Canada Sr F 2.25M (1.69%) 0.00
Increased by 0.00%
Jun 30, 24