Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SOVF 0.51%
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 (75.23%) 80.71M
Increased by +100.00%
Dec 31, 23
2 LEONARD GREEN PARTNERS LP 15.45M (14.40%) 0.00
Increased by 0.00%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 14.46M (13.48%) -339.18K
Decreased by -2.35%
Mar 31, 25
4 BlackRock Inc 6.99M (6.52%) -147.41K
Decreased by -2.11%
Mar 31, 25
5 Baupost Group LLC 6.15M (5.74%) -4.50M
Decreased by -73.08%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 4.85M (4.52%) 162.84K
Increased by +3.36%
Mar 31, 25
7 CastleKnight Management LP 3.92M (3.66%) 1.50M
Increased by +38.14%
Dec 31, 24
8 Bridgeway Capital Management, LLC 2.89M (2.70%) -257.18K
Decreased by -8.89%
Mar 31, 25
9 Bain Capital Investors LLC 2.89M (2.69%) 0.00
Increased by 0.00%
Mar 31, 25
10 Geode Capital Management, LLC 2.22M (2.07%) 73.02K
Increased by +3.29%
Mar 31, 25
11 State Street Corp 2.14M (1.99%) -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 (1.86%) -45.28K
Decreased by -2.27%
Mar 31, 25
14 Kent Lake Capital LLC 1.87M (1.74%) 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 (1.35%) 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 (5.17%) -1.19K
Decreased by -0.02%
Mar 31, 25
2 T. Rowe Price US Smlr Cm Eq A USD 5.08M (4.73%) -260.10K
Decreased by -5.12%
Mar 31, 25
3 T. Rowe Price U.S. SC Value Eq Tr-D 2.74M (2.56%) 5.22K
Increased by +0.19%
Mar 31, 25
4 T. Rowe Price U.S. SC Value Eq Tr-Z 2.74M (2.56%) 5.22K
Increased by +0.19%
Mar 31, 25
5 iShares Russell 2000 ETF 2.61M (2.44%) 441.00
Increased by +0.02%
Apr 30, 25
6 Vanguard Total Stock Mkt Idx Inv 2.27M (2.11%) 3.95K
Increased by +0.17%
Mar 31, 24
7 Vanguard Small Cap Index 2.08M (1.94%) -25.51K
Decreased by -1.23%
Mar 31, 24
8 EA Bridgeway Omni Small-Cap Value ETF 1.74M (1.62%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Small Cap Value Index Inv 1.40M (1.30%) -39.43K
Decreased by -2.82%
Mar 31, 24
10 Bridgeway Omni Small-Cap Value 1.12M (1.05%) -325.36K
Decreased by -28.93%
Mar 31, 25
11 Bridgeway Omni Small-Cap Value N 1.12M (1.05%) -325.36K
Decreased by -28.93%
Mar 31, 25
12 Fidelity Small Cap Index 1.07M (1.00%) 0.00
Increased by 0.00%
Feb 28, 25
13 iShares Russell 2000 Value ETF 996.12K (0.93%) -3.38K
Decreased by -0.34%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 888.88K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25
15 Fidelity® Small Cap Index 832.37K (0.78%) 14.71K
Increased by +1.77%
Oct 31, 23
16 DFA US Small Cap Value I 707.35K (0.66%) 44.20K
Increased by +6.25%
Mar 31, 25
17 DFA US Targeted Value I 633.89K (0.59%) 24.01K
Increased by +3.79%
Mar 31, 25
18 Fidelity Extended Market Index 591.06K (0.55%) 14.20K
Increased by +2.40%
Aug 31, 24
19 State St Russell Sm/Mid Cp® Indx NL Cl C 566.39K (0.53%) 0.00
Increased by 0.00%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 566.39K (0.53%) 0.00
Increased by 0.00%
Apr 30, 25