Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 0.34%
2 SEIS 0.09%
3 IWC 0.06%
4 IWO 0.01%
5 RSSL 0.01%
6 VTWO 0.01%
7 VTWV 0.01%
8 VTWG 0.01%
9 IWM 0.01%
10 SCHA 0.01%
11 UWM 0.01%
12 IWN 0.01%
13 ONEQ 0.01%
14 URTY 0.01%
15 FHLC 0.00%
16 SPGM 0.00%
17 HDG 0.00%
18 SCHB 0.00%
19 VTI 0.00%
20 VTHR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bain Capital Investors LLC 81.60M (178.37%) 0.00
Increased by 0.00%
Sep 30, 24
2 J.H. Whitney Equity Partners VII, LLC 48.66M (106.36%) 0.00
Increased by 0.00%
Sep 30, 24
3 Nut Tree Capital Management, LP 12.37M (27.05%) 0.00
Increased by 0.00%
Sep 30, 24
4 LITTLEJOHN & CO LLC 8.11M (17.73%) -789.68K
Decreased by -9.73%
Sep 30, 24
5 King Street Capital Management LP 6.40M (13.99%) 0.00
Increased by 0.00%
Sep 30, 24
6 BlackRock Inc 3.62M (7.92%) 51.23K
Increased by +1.41%
Jun 30, 24
7 Principal Financial Group Inc 3.21M (7.01%) -28.51K
Decreased by -0.89%
Sep 30, 23
8 Vanguard Group Inc 2.88M (6.30%) 459.97K
Increased by +15.96%
Sep 30, 24
9 LGT Capital Partners Ltd. 1.68M (3.68%) 0.00
Increased by 0.00%
Sep 30, 23
10 Geode Capital Management, LLC 1.40M (3.06%) 63.19K
Increased by +4.51%
Sep 30, 24
11 State Street Corp 1.04M (2.27%) 9.45K
Increased by +0.91%
Sep 30, 24
12 State Street Corporation 1.03M (2.25%) 18.66K
Increased by +1.81%
Mar 31, 24
13 Putnam Investments LLC 1.01M (2.21%) -138.09K
Decreased by -13.65%
Dec 31, 23
14 Putnam Investments, LLC., a Franklin Templeton company 1.01M (2.21%) -138.09K
Decreased by -13.65%
Dec 31, 23
15 Amvescap Plc. 686.49K (1.50%) 552.13K
Increased by +80.43%
Sep 30, 24
16 Nuveen Asset Management, LLC 471.92K (1.03%) 222.10K
Increased by +47.06%
Sep 30, 24
17 Charles Schwab Investment Management Inc 462.66K (1.01%) 17.52K
Increased by +3.79%
Sep 30, 24
18 Northern Trust Corp 430.33K (0.94%) 14.77K
Increased by +3.43%
Sep 30, 24
19 Jacobs Levy Equity Management, Inc. 355.34K (0.78%) 265.97K
Increased by +74.85%
Sep 30, 24
20 Renaissance Technologies Corp 293.70K (0.64%) 135.10K
Increased by +46.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.52M (3.32%) 0.00
Increased by 0.00%
Oct 31, 24
2 iShares Russell 2000 ETF 1.43M (3.13%) -3.00K
Decreased by -0.21%
Nov 27, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 924.29K (2.02%) 0.00
Increased by 0.00%
Oct 31, 24
4 Invesco Dorsey Wright SmallCap Momt ETF 688.85K (1.51%) 0.00
Increased by 0.00%
Nov 27, 24
5 Principal U.S. Small Cap Equity 654.90K (1.43%) 0.00
Increased by 0.00%
Sep 30, 23
6 Fidelity Small Cap Index 534.76K (1.17%) -13.17K
Decreased by -2.46%
Aug 31, 24
7 Fidelity® Small Cap Index 446.67K (0.98%) 8.49K
Increased by +1.90%
Oct 31, 23
8 Fidelity Extended Market Index 339.13K (0.74%) 11.37K
Increased by +3.35%
Sep 30, 24
9 iShares Russell 2000 Growth ETF 330.73K (0.72%) 0.00
Increased by 0.00%
Nov 27, 24
10 State St Russell Sm/Mid Cp® Indx NL Cl C 309.30K (0.68%) -10.70K
Decreased by -3.46%
Oct 31, 24
11 Schwab US Small-Cap ETF™ 277.28K (0.61%) 152.00
Increased by +0.05%
Nov 28, 24
12 Fidelity® Extended Market Index 275.43K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
13 EAM Ultra Micro Cap 264.60K (0.58%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Russell 2000 ETF 236.94K (0.52%) -1.50K
Decreased by -0.63%
Oct 31, 24
15 Vanguard Health Care ETF 194.20K (0.42%) -372.00
Decreased by -0.19%
Mar 31, 24
16 State St Russell Sm Cap® Indx SL Cl I 177.85K (0.39%) 0.00
Increased by 0.00%
Oct 31, 24
17 iShares Russell 2000 Value ETF 168.65K (0.37%) 218.00
Increased by +0.13%
Nov 27, 24
18 Putnam VT Small Cap Value IA 161.03K (0.35%) -36.70K
Decreased by -22.79%
Aug 31, 24
19 Nuveen Equity Index Instl 158.70K (0.35%) 0.00
Increased by 0.00%
Feb 29, 24
20 Nuveen Equity Index R6 158.70K (0.35%) 0.00
Increased by 0.00%
Sep 30, 24