Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 0.34%
2 SEIS 0.09%
3 IWC 0.05%
4 IWO 0.01%
5 RSSL 0.01%
6 VTWV 0.01%
7 VTWO 0.01%
8 VTWG 0.01%
9 JKK 0.01%
10 ISCG 0.01%
11 SCHA 0.01%
12 UWM 0.01%
13 IWM 0.01%
14 ONEQ 0.01%
15 URTY 0.01%
16 IWN 0.01%
17 ISCB 0.00%
18 JKJ 0.00%
19 FHLC 0.00%
20 SPGM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bain Capital Investors LLC 81.60M (156.59%) 0.00
Increased by 0.00%
Mar 31, 25
2 J.H. Whitney Equity Partners VII, LLC 48.52M (93.11%) -134.53K
Decreased by -0.28%
Mar 31, 25
3 Nut Tree Capital Management, LP 12.37M (23.74%) 0.00
Increased by 0.00%
Mar 31, 25
4 LITTLEJOHN & CO LLC 7.56M (14.51%) -149.12K
Decreased by -1.97%
Mar 31, 25
5 King Street Capital Management LP 6.26M (12.01%) -140.00K
Decreased by -2.24%
Mar 31, 25
6 BlackRock Inc 4.00M (7.67%) -41.82K
Decreased by -1.05%
Mar 31, 25
7 Principal Financial Group Inc 3.21M (6.16%) -28.51K
Decreased by -0.89%
Sep 30, 23
8 Vanguard Group Inc 2.90M (5.57%) -35.13K
Decreased by -1.21%
Mar 31, 25
9 LGT Capital Partners Ltd. 1.68M (3.23%) 0.00
Increased by 0.00%
Sep 30, 23
10 Geode Capital Management, LLC 1.42M (2.72%) 16.18K
Increased by +1.14%
Mar 31, 25
11 State Street Corp 1.13M (2.16%) 4.21K
Increased by +0.37%
Mar 31, 25
12 State Street Corporation 1.03M (1.98%) 18.66K
Increased by +1.81%
Mar 31, 24
13 Putnam Investments LLC 1.01M (1.94%) -138.09K
Decreased by -13.65%
Dec 31, 23
14 Putnam Investments, LLC., a Franklin Templeton company 1.01M (1.94%) -138.09K
Decreased by -13.65%
Dec 31, 23
15 Arnhold & S. Bleichroeder Advisers, LLC 723.17K (1.39%) 287.31K
Increased by +39.73%
Mar 31, 25
16 Amvescap Plc. 686.49K (1.32%) 552.13K
Increased by +80.43%
Sep 30, 24
17 Northern Trust Corp 466.03K (0.89%) -12.87K
Decreased by -2.76%
Mar 31, 25
18 Charles Schwab Investment Management Inc 454.62K (0.87%) -12.09K
Decreased by -2.66%
Mar 31, 25
19 Jacobs Levy Equity Management, Inc. 431.14K (0.83%) -102.06K
Decreased by -23.67%
Mar 31, 25
20 Millennium Management LLC 412.98K (0.79%) 12.60K
Increased by +3.05%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.52M (2.92%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.52M (2.92%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.28M (2.46%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 925.89K (1.78%) 8.02K
Increased by +0.87%
May 31, 25
5 Invesco Dorsey Wright SmallCap Momt ETF 688.85K (1.32%) 0.00
Increased by 0.00%
Nov 27, 24
6 First Eagle Small Cap Opportunity I 685.45K (1.32%) 60.54K
Increased by +8.83%
Apr 30, 25
7 Principal U.S. Small Cap Equity 654.90K (1.26%) 0.00
Increased by 0.00%
Sep 30, 23
8 First Eagle US Small Cap Strategy 624.91K (1.20%) 237.03K
Increased by +37.93%
Mar 31, 25
9 Fidelity Small Cap Index 516.32K (0.99%) -8.91K
Decreased by -1.73%
Mar 31, 25
10 Fidelity® Small Cap Index 446.67K (0.86%) 8.49K
Increased by +1.90%
Oct 31, 23
11 Fidelity Extended Market Index 316.24K (0.61%) -3.02K
Decreased by -0.96%
Apr 30, 25
12 iShares Russell 2000 Growth ETF 309.65K (0.59%) 0.00
Increased by 0.00%
May 31, 25
13 State St Russell Sm/Mid Cp® Indx NL Cl C 293.89K (0.56%) 1.59K
Increased by +0.54%
Apr 30, 25
14 State St Russell Sm/Mid Cp® Indx SL Cl I 293.89K (0.56%) 0.00
Increased by 0.00%
May 31, 25
15 Fidelity® Extended Market Index 275.43K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
16 Schwab US Small-Cap ETF™ 269.76K (0.52%) -703.00
Decreased by -0.26%
May 31, 25
17 Vanguard Russell 2000 ETF 266.41K (0.51%) 2.33K
Increased by +0.88%
May 31, 25
18 EAM Ultra Micro Cap 264.60K (0.51%) 0.00
Increased by 0.00%
Sep 30, 24
19 Vanguard Health Care ETF 194.20K (0.37%) -372.00
Decreased by -0.19%
Mar 31, 24
20 State St Russell Sm Cap® Indx SL Cl I 177.85K (0.34%) 0.00
Increased by 0.00%
May 31, 25