| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | CLEARLAKE CAPITAL GROUP, L.P. | 3.83M (16.88%) | 2.75M Increased by +71.84% | Jun 30, 24 |
| 2 | Clearlake Capital Group LP | 3.83M (16.88%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 3 | BlackRock Inc | 3.22M (14.22%) | -122.92K Decreased by -3.82% | Sep 30, 25 |
| 4 | LITTLEJOHN & CO LLC | 2.43M (10.71%) | -326.10K Decreased by -13.44% | Dec 31, 25 |
| 5 | Vanguard Group Inc | 2.34M (10.34%) | -11.18K Decreased by -0.48% | Dec 31, 25 |
| 6 | Ridgemont Partners Management LLC | 1.94M (8.55%) | 13.93K Increased by +0.72% | Sep 30, 25 |
| 7 | Ancora Advisors LLC | 1.48M (6.51%) | 116.01K Increased by +7.86% | Sep 30, 25 |
| 8 | Scopus Asset Management, LLC | 1.30M (5.74%) | 1.30M Increased by +100.00% | Sep 30, 24 |
| 9 | MFN Partners Management, LP | 1.29M (5.69%) | 0.00 Increased by 0.00% | Dec 31, 24 |
| 10 | State Street Corporation | 1.25M (5.53%) | 177.81K Increased by +14.18% | Mar 31, 24 |
| 11 | Irenic Capital Management LP | 1.23M (5.43%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 12 | Silvercrest Asset Management Group LLC | 1.13M (4.99%) | -109.25K Decreased by -9.67% | Dec 31, 23 |
| 13 | JPMorgan Chase & Co | 1.00M (4.43%) | 216.55K Increased by +21.58% | Sep 30, 25 |
| 14 | Paralel Advisors LLC | 975.00K (4.30%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 15 | FMR Inc | 961.87K (4.25%) | 231.15K Increased by +24.03% | Dec 31, 25 |
| 16 | State Street Corp | 929.93K (4.10%) | -7.15K Decreased by -0.77% | Sep 30, 25 |
| 17 | Private Management Group Inc | 928.81K (4.10%) | -7.68K Decreased by -0.83% | Dec 31, 25 |
| 18 | J. Goldman & Co LP | 926.50K (4.09%) | 62.81K Increased by +6.78% | Jun 30, 25 |
| 19 | Melqart Asset Management (UK) Ltd. | 849.88K (3.75%) | 467.48K Increased by +55.01% | Dec 31, 25 |
| 20 | Amvescap Plc. | 818.69K (3.61%) | 707.88K Increased by +86.46% | Mar 31, 24 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Pacer US Small Cap Cash Cows 100 ETF | 2.25M (9.94%) | 12.63K Increased by +0.56% | Apr 30, 24 |
| 2 | iShares Core S&P Small-Cap ETF | 1.35M (5.96%) | -709.35K Decreased by -52.55% | Feb 28, 26 |
| 3 | SRH Total Return Fund | 975.00K (4.30%) | 0.00 Increased by 0.00% | Dec 31, 25 |
| 4 | Vanguard Total Stock Mkt Idx Inv | 937.77K (4.14%) | 20.22K Increased by +2.16% | Feb 28, 26 |
| 5 | Fidelity Value | 899.20K (3.97%) | 0.00 Increased by 0.00% | Jan 31, 26 |
| 6 | Vanguard US Total Market Shares ETF | 776.69K (3.43%) | 0.00 Increased by 0.00% | Sep 30, 24 |
| 7 | Invesco Global Multi Cap Growth | 618.44K (2.73%) | 618.44K Increased by +100.00% | Mar 31, 24 |
| 8 | Invesco Global Opportunities A | 618.44K (2.73%) | 0.00 Increased by 0.00% | Mar 31, 24 |
| 9 | iShares Russell 2000 ETF | 515.25K (2.27%) | -55.23K Decreased by -10.72% | Feb 28, 26 |
| 10 | Federated Hermes MDT SCC Institutional | 456.50K (2.02%) | 402.13K Increased by +88.09% | Jun 30, 24 |
| 11 | Federated Hermes MDT Small Cap Core IS | 456.50K (2.02%) | 402.13K Increased by +88.09% | Jun 30, 24 |
| 12 | ClearBridge Small Cap Growth A | 361.89K (1.60%) | -169.28K Decreased by -46.78% | Dec 31, 23 |
| 13 | Vanguard Small Cap Index | 337.61K (1.49%) | 689.00 Increased by +0.20% | Feb 28, 26 |
| 14 | Penn Capital Small Cap Equity | 285.87K (1.26%) | 0.00 Increased by 0.00% | Mar 31, 25 |
| 15 | SPDR® Portfolio S&P 600 Sm Cap ETF | 271.79K (1.20%) | 0.00 Increased by 0.00% | Apr 30, 24 |
| 16 | Fidelity® Small Cap Index | 252.28K (1.11%) | 6.77K Increased by +2.68% | Oct 31, 23 |
| 17 | Vanguard Institutional Extnd Mkt Idx Tr | 244.24K (1.08%) | 2.79K Increased by +1.14% | Feb 28, 26 |
| 18 | Xtrackers S&P 500 Swap ETF 1C | 242.90K (1.07%) | 117.02K Increased by +48.17% | Dec 31, 25 |
| 19 | Schwab Fundamental U.S. Small CompanyETF | 225.93K (1.00%) | 78.00 Increased by +0.03% | Feb 28, 26 |
| 20 | UBS: US Equity Small Cap Growth | 219.69K (0.97%) | -124.15K Decreased by -56.51% | Sep 30, 23 |