Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 IWN 1000.00%
3 IWM 1000.00%
4 FYT 0.40%
5 FYX 0.21%
6 EES 0.11%
7 FAB 0.08%
8 IWC 0.07%
9 GSSC 0.04%
10 FCOM 0.04%
11 AVSC 0.04%
12 PRFZ 0.03%
13 IEUS 0.03%
14 VOX 0.03%
15 VTWV 0.03%
16 DFSV 0.03%
17 HKND 0.02%
18 PSC 0.02%
19 SCHC 0.02%
20 ISCV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CVC Capital Partners VI Ltd 80.71M (149.25%) 80.71M
Increased by +100.00%
Dec 31, 23
2 LEONARD GREEN PARTNERS LP 15.45M (28.57%) 0.00
Increased by 0.00%
Dec 31, 23
3 T. Rowe Price Investment Management,Inc. 12.48M (23.07%) 1.13M
Increased by +9.07%
Dec 31, 23
4 Vanguard Group Inc 8.27M (15.30%) 44.12K
Increased by +0.53%
Dec 31, 23
5 BlackRock Inc 6.70M (12.40%) 490.88K
Increased by +7.32%
Dec 31, 23
6 Baupost Group LLC 6.15M (11.38%) -4.50M
Decreased by -73.08%
Sep 30, 23
7 Bain Capital Investors LLC 2.89M (5.34%) 0.00
Increased by 0.00%
Dec 31, 23
8 CastleKnight Management LP 2.71M (5.01%) -387.28K
Decreased by -14.29%
Dec 31, 23
9 Bridgeway Capital Management, LLC 2.38M (4.40%) 239.76K
Increased by +10.08%
Dec 31, 23
10 Geode Capital Management, LLC 2.24M (4.14%) 109.12K
Increased by +4.88%
Dec 31, 23
11 Armistice Capital, LLC 2.11M (3.90%) 0.00
Increased by 0.00%
Sep 30, 23
12 State Street Corporation 1.83M (3.38%) 200.12K
Increased by +10.94%
Dec 31, 23
13 Kent Lake Capital LLC 1.62M (2.99%) 15.26K
Increased by +0.94%
Dec 31, 23
14 Contrarian Capital Management LLC 1.27M (2.35%) 25.00K
Increased by +1.97%
Dec 31, 23
15 Dimensional Fund Advisors, Inc. 1.14M (2.11%) 655.36K
Increased by +57.48%
Dec 31, 23
16 Empowered Funds, LLC 1.03M (1.90%) 239.76K
Increased by +23.33%
Dec 31, 23
17 Ancora Advisors LLC 971.64K (1.80%) 293.50K
Increased by +30.21%
Dec 31, 23
18 Prudential Financial Inc 943.79K (1.75%) 249.13K
Increased by +26.40%
Dec 31, 23
19 Kennedy Capital Management Inc 906.38K (1.68%) 177.38K
Increased by +19.57%
Dec 31, 23
20 Bank of New York Mellon Corp 903.36K (1.67%) 23.70K
Increased by +2.62%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Small-Cap Value 5.97M (11.04%) -262.50K
Decreased by -4.40%
Mar 31, 24
2 T. Rowe Price U.S. SC Value Eq Tr-Z 2.88M (5.33%) 156.50K
Increased by +5.43%
Mar 31, 24
3 T. Rowe Price US Smlr Cm Eq A USD 2.48M (4.58%) 346.37K
Increased by +13.99%
Mar 31, 24
4 Vanguard Total Stock Mkt Idx Inv 2.27M (4.19%) 3.95K
Increased by +0.17%
Mar 31, 24
5 Vanguard Small Cap Index 2.08M (3.84%) -25.51K
Decreased by -1.23%
Mar 31, 24
6 iShares Russell 2000 ETF 2.04M (3.77%) -16.26K
Decreased by -0.80%
Apr 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 1.45M (2.68%) 25.33K
Increased by +1.75%
Mar 31, 24
8 Vanguard Small Cap Value Index Inv 1.40M (2.59%) -39.43K
Decreased by -2.82%
Mar 31, 24
9 EA Bridgeway Omni Small-Cap Value ETF 1.35M (2.50%) 0.00
Increased by 0.00%
Apr 30, 24
10 Bridgeway Omni Small-Cap Value 1.35M (2.50%) 0.00
Increased by 0.00%
Dec 31, 23
11 Bridgeway Omni Small-Cap Value N 1.35M (2.50%) 0.00
Increased by 0.00%
Dec 31, 23
12 Fidelity Small Cap Index 890.58K (1.65%) 7.49K
Increased by +0.84%
Feb 29, 24
13 Fidelity® Small Cap Index 832.37K (1.54%) 14.71K
Increased by +1.77%
Oct 31, 23
14 iShares Russell 2000 Value ETF 802.80K (1.48%) 0.00
Increased by 0.00%
Apr 30, 24
15 Ancora/Thelen Small Mid Cap Core 748.39K (1.38%) -162.18K
Decreased by -21.67%
Mar 31, 24
16 Kennedy Extended Small Cap 637.15K (1.18%) -143.94K
Decreased by -22.59%
Mar 31, 24
17 Fidelity Extended Market Index 574.99K (1.06%) 0.00
Increased by 0.00%
Mar 31, 24
18 Fidelity® Extended Market Index 525.85K (0.97%) 0.00
Increased by 0.00%
Nov 30, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 520.09K (0.96%) 0.00
Increased by 0.00%
Apr 30, 24
20 Ancora/Thelen Small-Mid Cap I 472.14K (0.87%) 216.43K
Increased by +45.84%
Dec 31, 23