Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOVF 0.58%
2 FYT 0.34%
3 BSVO 0.33%
4 ISMD 0.20%
5 FYX 0.17%
6 EES 0.10%
7 IWC 0.07%
8 FAB 0.07%
9 DFSV 0.04%
10 GSSC 0.03%
11 IEUS 0.03%
12 PRFZ 0.03%
13 AVSC 0.03%
14 FCOM 0.03%
15 PSC 0.02%
16 HKND 0.02%
17 SCHC 0.02%
18 ISCV 0.01%
19 SCZ 0.01%
20 DFAT 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CVC Capital Partners VI Ltd 80.71M (75.47%) 80.71M
Increased by +100.00%
Dec 31, 23
2 LEONARD GREEN PARTNERS LP 15.45M (14.45%) 0.00
Increased by 0.00%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 14.46M (13.52%) -339.18K
Decreased by -2.35%
Mar 31, 25
4 BlackRock Inc 6.99M (6.54%) -147.41K
Decreased by -2.11%
Mar 31, 25
5 Baupost Group LLC 6.15M (5.75%) -4.50M
Decreased by -73.08%
Sep 30, 23
6 CastleKnight Management LP 4.94M (4.62%) 1.02M
Increased by +20.62%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 4.85M (4.53%) 162.84K
Increased by +3.36%
Mar 31, 25
8 Bridgeway Capital Management, LLC 2.89M (2.71%) -257.18K
Decreased by -8.89%
Mar 31, 25
9 Bain Capital Investors LLC 2.89M (2.70%) 0.00
Increased by 0.00%
Mar 31, 25
10 Geode Capital Management, LLC 2.22M (2.08%) 73.02K
Increased by +3.29%
Mar 31, 25
11 State Street Corp 2.14M (2.00%) -46.33K
Decreased by -2.17%
Mar 31, 25
12 Armistice Capital, LLC 2.11M (1.97%) 0.00
Increased by 0.00%
Sep 30, 23
13 Vanguard Group Inc 2.00M (1.87%) -45.28K
Decreased by -2.27%
Mar 31, 25
14 Kent Lake Capital LLC 1.87M (1.75%) 403.18K
Increased by +21.57%
Jun 30, 24
15 State Street Corporation 1.86M (1.73%) 25.40K
Increased by +1.37%
Mar 31, 24
16 Empowered Funds, LLC 1.77M (1.65%) 68.18K
Increased by +3.85%
Mar 31, 25
17 Contrarian Capital Management LLC 1.45M (1.36%) 173.00K
Increased by +11.92%
Mar 31, 25
18 Charles Schwab Investment Management Inc 1.05M (0.98%) 408.80K
Increased by +39.00%
Mar 31, 25
19 Sovereign’s Capital Management, LLC 1.03M (0.96%) 137.17K
Increased by +13.35%
Mar 31, 25
20 Arrowstreet Capital Limited Partnership 1.03M (0.96%) 506.58K
Increased by +49.37%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Small-Cap Value 5.55M (5.19%) -1.19K
Decreased by -0.02%
Mar 31, 25
2 T. Rowe Price US Smlr Cm Eq A USD 4.89M (4.57%) -189.91K
Decreased by -3.89%
Apr 30, 25
3 T. Rowe Price US Smlr Coms Eq A 4.89M (4.57%) -189.91K
Decreased by -3.89%
Apr 30, 25
4 T. Rowe Price U.S. SC Value Eq Tr-D 2.74M (2.57%) 5.22K
Increased by +0.19%
Mar 31, 25
5 T. Rowe Price U.S. SC Value Eq Tr-Z 2.74M (2.57%) 5.22K
Increased by +0.19%
Mar 31, 25
6 iShares Russell 2000 ETF 2.65M (2.48%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard Total Stock Mkt Idx Inv 2.27M (2.12%) 3.95K
Increased by +0.17%
Mar 31, 24
8 Vanguard Small Cap Index 2.08M (1.94%) -25.51K
Decreased by -1.23%
Mar 31, 24
9 EA Bridgeway Omni Small-Cap Value ETF 1.74M (1.63%) 0.00
Increased by 0.00%
May 30, 25
10 Vanguard Small Cap Value Index Inv 1.40M (1.31%) -39.43K
Decreased by -2.82%
Mar 31, 24
11 Bridgeway Omni Small-Cap Value 1.12M (1.05%) -325.36K
Decreased by -28.93%
Mar 31, 25
12 Bridgeway Omni Small-Cap Value N 1.12M (1.05%) -325.36K
Decreased by -28.93%
Mar 31, 25
13 Fidelity Small Cap Index 1.05M (0.99%) -15.43K
Decreased by -1.46%
Mar 31, 25
14 iShares Russell 2000 Value ETF 960.97K (0.90%) 0.00
Increased by 0.00%
May 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 888.88K (0.83%) 0.00
Increased by 0.00%
May 31, 25
16 Fidelity® Small Cap Index 832.37K (0.78%) 14.71K
Increased by +1.77%
Oct 31, 23
17 DFA US Small Cap Value I 707.35K (0.66%) 0.00
Increased by 0.00%
Apr 30, 25
18 DFA US Targeted Value I 633.89K (0.59%) 0.00
Increased by 0.00%
Apr 30, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 619.29K (0.58%) 52.90K
Increased by +8.54%
May 31, 25
20 Fidelity Extended Market Index 591.06K (0.55%) 14.20K
Increased by +2.40%
Aug 31, 24