| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | JKJ | 1000.00% |
| 2 | IWM | 1000.00% |
| 3 | ISCB | 1000.00% |
| 4 | IWO | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IYY | 1000.00% |
| 7 | IGM | 1000.00% |
| 8 | JKK | 1000.00% |
| 9 | IUSV | 1000.00% |
| 10 | IUSG | 1000.00% |
| 11 | ITOT | 1000.00% |
| 12 | ISCV | 1000.00% |
| 13 | ISCG | 1000.00% |
| 14 | BIGD | 3.27% |
| 15 | HFGIC | 2.59% |
| 16 | BOUT | 1.38% |
| 17 | XMLV | 1.15% |
| 18 | IVES | 0.80% |
| 19 | XSW | 0.68% |
| 20 | SKYY | 0.65% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | CLEARLAKE CAPITAL GROUP, L.P. | 9.75M (23.37%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 2 | Vanguard Group Inc | 5.55M (13.30%) | 70.11K Increased by +1.26% | Sep 30, 23 |
| 3 | BlackRock Inc | 5.37M (12.87%) | -145.07K Decreased by -2.70% | Sep 30, 23 |
| 4 | Morgan Stanley - Brokerage Accounts | 4.28M (10.26%) | 72.07K Increased by +1.68% | Sep 30, 23 |
| 5 | HHG PLC | 2.76M (6.61%) | -3.39K Decreased by -0.12% | Sep 30, 23 |
| 6 | P2 Capital Partners, LLC | 1.75M (4.19%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | FMR Inc | 1.58M (3.78%) | -58.84K Decreased by -3.73% | Sep 30, 23 |
| 8 | State Street Corporation | 1.55M (3.72%) | -26.91K Decreased by -1.73% | Sep 30, 23 |
| 9 | Hawk Ridge Management LLC | 1.48M (3.56%) | 200.00K Increased by +13.47% | Sep 30, 23 |
| 10 | Greenhouse Funds LLLP | 1.24M (2.96%) | 31.81K Increased by +2.57% | Sep 30, 23 |
| 11 | Geneva Capital Management | 1.06M (2.54%) | 7.15K Increased by +0.67% | Sep 30, 23 |
| 12 | Dimensional Fund Advisors, Inc. | 1.00M (2.40%) | 43.66K Increased by +4.35% | Sep 30, 23 |
| 13 | Geode Capital Management, LLC | 937.37K (2.25%) | 18.14K Increased by +1.93% | Sep 30, 23 |
| 14 | Van Berkom and Associates Inc | 823.23K (1.97%) | 86.95K Increased by +10.56% | Sep 30, 23 |
| 15 | Northern Trust Corp | 699.89K (1.68%) | -21.79K Decreased by -3.11% | Sep 30, 23 |
| 16 | Palisade Capital Management LLc | 658.17K (1.58%) | 10.04K Increased by +1.53% | Sep 30, 23 |
| 17 | American Capital Management Inc | 485.63K (1.16%) | -2.90K Decreased by -0.60% | Sep 30, 23 |
| 18 | Bank of New York Mellon Corp | 410.12K (0.98%) | -28.48K Decreased by -6.94% | Sep 30, 23 |
| 19 | Charles Schwab Investment Management Inc | 407.53K (0.98%) | -3.54K Decreased by -0.87% | Sep 30, 23 |
| 20 | Wellington Management Company LLP | 379.08K (0.91%) | 864.00 Increased by +0.23% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Eaton Vance Atlanta Capital SMID-Cap I | 2.36M (5.66%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 2 | Janus Henderson Triton D | 1.88M (4.49%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 3 | Janus Henderson US SMID Cap Growth | 1.88M (4.49%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 1.68M (4.03%) | 2.54K Increased by +0.15% | Nov 30, 23 |
| 5 | Vanguard Small Cap Index | 1.40M (3.34%) | 6.55K Increased by +0.47% | Nov 30, 23 |
| 6 | iShares Core S&P Mid-Cap ETF | 1.31M (3.13%) | -237.00 Decreased by -0.02% | Dec 29, 23 |
| 7 | iShares Russell 2000 ETF | 1.17M (2.80%) | 7.44K Increased by +0.64% | Dec 29, 23 |
| 8 | Janus Henderson US Small Cap Growth | 669.00K (1.60%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 9 | Janus Henderson Venture D | 669.00K (1.60%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 10 | Select Software & IT Svcs Port | 609.50K (1.46%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 11 | Vanguard Institutional Extnd Mkt Idx Tr | 605.52K (1.45%) | 7.69K Increased by +1.27% | Nov 30, 23 |
| 12 | Vanguard Information Technology ETF | 508.68K (1.22%) | -21.69K Decreased by -4.26% | Nov 30, 23 |
| 13 | Vanguard Small Cap Value Index Inv | 484.64K (1.16%) | 1.30K Increased by +0.27% | Nov 30, 23 |
| 14 | Fidelity® Small Cap Index | 419.25K (1.00%) | 11.35K Increased by +2.71% | Oct 31, 23 |
| 15 | Vanguard Small Cap Growth Index Inv | 391.10K (0.94%) | 3.99K Increased by +1.02% | Nov 30, 23 |
| 16 | iShares Russell 2000 Growth ETF | 386.26K (0.93%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 17 | Nationwide Geneva Small Cap Gr Instl Svc | 385.53K (0.92%) | 965.00 Increased by +0.25% | Sep 30, 23 |
| 18 | Palisade Small Cap Core Equity | 382.33K (0.92%) | -712.00 Decreased by -0.19% | Sep 30, 23 |
| 19 | SPDR® S&P MIDCAP 400 ETF Trust | 345.00K (0.83%) | -2.97K Decreased by -0.86% | Nov 30, 23 |
| 20 | DFA US Small Cap I | 300.89K (0.72%) | 0.00 Increased by 0.00% | Nov 30, 23 |