Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 4.45%
2 PKB 2.69%
3 MYLD 1.03%
4 DEEP 1.03%
5 DVP 1.03%
6 JSML 0.74%
7 DSMC 0.51%
8 JSMD 0.47%
9 SEIS 0.44%
10 SFLO 0.44%
11 FYC 0.26%
12 PSC 0.20%
13 BFOR 0.16%
14 QSML 0.16%
15 TPSC 0.13%
16 EES 0.13%
17 AVSC 0.12%
18 CSA 0.12%
19 CSF 0.12%
20 FYX 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CLEARLAKE CAPITAL GROUP, L.P. 23.07M (17.24%) -21.37M
Decreased by -92.62%
Sep 30, 23
2 FMR Inc 15.53M (11.60%) 986.15K
Increased by +6.35%
Mar 31, 25
3 Vanguard Group Inc 13.35M (9.97%) -156.48K
Decreased by -1.17%
Mar 31, 25
4 BlackRock Inc 10.36M (7.74%) -513.94K
Decreased by -4.96%
Mar 31, 25
5 JPMorgan Chase & Co 7.97M (5.96%) -1.36M
Decreased by -17.05%
Mar 31, 25
6 Cooke & Bieler LP 7.36M (5.50%) -193.04K
Decreased by -2.62%
Mar 31, 25
7 Vaughan Nelson Scarbrgh & Mccullough LP 5.90M (4.41%) -138.49K
Decreased by -2.35%
Sep 30, 24
8 Thrivent Financial For Lutherans 5.35M (3.99%) -209.08K
Decreased by -3.91%
Sep 30, 24
9 River Road Asset Management, LLC 5.24M (3.91%) 40.66K
Increased by +0.78%
Mar 31, 25
10 BAMCO Inc 4.84M (3.62%) -910.00K
Decreased by -18.80%
Mar 31, 25
11 Wellington Management Company LLP 4.59M (3.43%) 219.51K
Increased by +4.79%
Dec 31, 24
12 William Blair Investment Management, LLC 3.92M (2.93%) 1.27M
Increased by +32.34%
Mar 31, 25
13 Ameriprise Financial Inc 3.72M (2.78%) 2.01M
Increased by +54.01%
Mar 31, 25
14 American Century Companies Inc 3.63M (2.71%) 3.28M
Increased by +90.15%
Mar 31, 25
15 Wasatch Advisors LP 3.57M (2.67%) -928.77K
Decreased by -26.01%
Mar 31, 25
16 Wasatch Advisors Inc. 3.55M (2.65%) 493.42K
Increased by +13.90%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 3.51M (2.62%) -7.84M
Decreased by -223.36%
Sep 30, 24
18 Macquarie Group Ltd 3.43M (2.56%) 3.43M
Increased by +100.00%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 3.40M (2.54%) -38.68K
Decreased by -1.14%
Mar 31, 25
20 ACK Asset Management LLC 3.39M (2.54%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Low-Priced Stock 5.05M (3.77%) -8.57K
Decreased by -0.17%
Mar 31, 25
2 Baron Opp. Small Cap Growth Strategy 4.84M (3.62%) -910.00K
Decreased by -18.80%
Mar 31, 25
3 Baron Small Cap Retail 4.84M (3.62%) -910.00K
Decreased by -18.80%
Mar 31, 25
4 JPM Small Cap Equity-MA 4.61M (3.45%) -375.07K
Decreased by -8.13%
Mar 31, 25
5 JPM US Small Cap Core-Composite 4.61M (3.45%) -375.07K
Decreased by -8.13%
Mar 31, 25
6 JPMorgan Small Cap Equity A 4.61M (3.45%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 4.47M (3.34%) 15.43K
Increased by +0.35%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 4.27M (3.19%) 0.00
Increased by 0.00%
May 31, 25
9 iShares Russell 2000 ETF 3.44M (2.57%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard Small Cap Index 3.36M (2.51%) 12.35K
Increased by +0.37%
May 31, 25
11 Davenport Small Cap Focus 3.19M (2.39%) 40.99K
Increased by +1.28%
Apr 30, 25
12 Delaware Small Cap Core I 2.81M (2.10%) 618.77K
Increased by +21.98%
Sep 30, 24
13 Thrivent Small Cap Stock A 2.69M (2.01%) 13.71K
Increased by +0.51%
Aug 31, 24
14 Columbia Acorn Inst 2.65M (1.98%) 0.00
Increased by 0.00%
Apr 30, 25
15 Calvert US Small-Cap Strategy 2.58M (1.93%) 475.71K
Increased by +18.41%
Jun 30, 24
16 American Century Small Cap Growth Inv 2.52M (1.88%) 2.52M
Increased by +100.00%
Mar 31, 25
17 American Century U.S. Small Cap Growth 2.52M (1.88%) 2.52M
Increased by +100.00%
Mar 31, 25
18 Janus Henderson US Small Cap Growth 2.40M (1.79%) 1.18K
Increased by +0.05%
Mar 31, 25
19 Janus Henderson Venture D 2.40M (1.79%) 0.00
Increased by 0.00%
Apr 30, 25
20 Janus Henderson US Small Cap Growth MA 2.40M (1.79%) 2.40M
Increased by +99.99%
Dec 31, 24