Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 0.34%
2 SEIS 0.09%
3 IWC 0.08%
4 IWO 0.02%
5 JKK 0.01%
6 ISCG 0.01%
7 IWM 0.01%
8 RSSL 0.01%
9 VTWG 0.01%
10 VTWO 0.01%
11 IWN 0.01%
12 SCHA 0.01%
13 UWM 0.01%
14 JKJ 0.01%
15 ISCB 0.01%
16 ONEQ 0.01%
17 URTY 0.01%
18 WSML 0.01%
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 (141.39%) 0.00
Increased by 0.00%
Mar 31, 25
2 J.H. Whitney Equity Partners VII, LLC 48.52M (84.08%) -134.53K
Decreased by -0.28%
Mar 31, 25
3 Nut Tree Capital Management, LP 12.37M (21.44%) 0.00
Increased by 0.00%
Mar 31, 25
4 Summit Partners L P 9.65M (16.72%) 9.65M
Increased by +100.00%
Jun 30, 25
5 LITTLEJOHN & CO LLC 7.56M (13.10%) -149.12K
Decreased by -1.97%
Mar 31, 25
6 King Street Capital Management LP 6.26M (10.85%) -140.00K
Decreased by -2.24%
Mar 31, 25
7 BlackRock Inc 4.00M (6.92%) -41.82K
Decreased by -1.05%
Mar 31, 25
8 Principal Financial Group Inc 3.21M (5.56%) -28.51K
Decreased by -0.89%
Sep 30, 23
9 Vanguard Group Inc 2.90M (5.03%) -35.13K
Decreased by -1.21%
Mar 31, 25
10 LGT Capital Partners Ltd. 1.68M (2.92%) 0.00
Increased by 0.00%
Sep 30, 23
11 Geode Capital Management, LLC 1.42M (2.45%) 16.18K
Increased by +1.14%
Mar 31, 25
12 State Street Corp 1.13M (1.95%) 4.21K
Increased by +0.37%
Mar 31, 25
13 State Street Corporation 1.03M (1.78%) 18.66K
Increased by +1.81%
Mar 31, 24
14 Putnam Investments LLC 1.01M (1.75%) -138.09K
Decreased by -13.65%
Dec 31, 23
15 Putnam Investments, LLC., a Franklin Templeton company 1.01M (1.75%) -138.09K
Decreased by -13.65%
Dec 31, 23
16 Arnhold & S. Bleichroeder Advisers, LLC 723.17K (1.25%) 287.31K
Increased by +39.73%
Mar 31, 25
17 Amvescap Plc. 686.49K (1.19%) 552.13K
Increased by +80.43%
Sep 30, 24
18 Northern Trust Corp 466.03K (0.81%) -12.87K
Decreased by -2.76%
Mar 31, 25
19 Charles Schwab Investment Management Inc 454.62K (0.79%) -12.09K
Decreased by -2.66%
Mar 31, 25
20 Jacobs Levy Equity Management, Inc. 431.14K (0.75%) -102.06K
Decreased by -23.67%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.52M (2.63%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.52M (2.63%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.15M (1.99%) -18.56K
Decreased by -1.62%
Jul 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 915.62K (1.59%) -10.27K
Decreased by -1.12%
Jun 30, 25
5 First Eagle Small Cap Opportunity I 704.63K (1.22%) 19.18K
Increased by +2.72%
Jun 30, 25
6 First Eagle US Small Cap Strategy 704.63K (1.22%) 79.71K
Increased by +11.31%
Jun 30, 25
7 Invesco Dorsey Wright SmallCap Momt ETF 688.85K (1.19%) 0.00
Increased by 0.00%
Nov 27, 24
8 Principal U.S. Small Cap Equity 654.90K (1.13%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fidelity Small Cap Index 525.04K (0.91%) 7.19K
Increased by +1.37%
May 31, 25
10 Fidelity® Small Cap Index 446.67K (0.77%) 8.49K
Increased by +1.90%
Oct 31, 23
11 BlackRock Advantage Small Cap Core Instl 435.51K (0.75%) 295.78K
Increased by +67.92%
Jun 30, 25
12 Fidelity Extended Market Index 314.01K (0.54%) -820.00
Decreased by -0.26%
Jun 30, 25
13 iShares Russell 2000 Growth ETF 304.73K (0.53%) -758.00
Decreased by -0.25%
Jul 30, 25
14 State St Russell Sm/Mid Cp® Indx NL Cl C 293.89K (0.51%) 1.59K
Increased by +0.54%
Apr 30, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 293.89K (0.51%) 0.00
Increased by 0.00%
Jun 30, 25
16 Fidelity® Extended Market Index 275.43K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
17 Schwab US Small-Cap ETF™ 267.99K (0.46%) -57.00
Decreased by -0.02%
Jul 30, 25
18 EAM Ultra Micro Cap 264.60K (0.46%) 0.00
Increased by 0.00%
Sep 30, 24
19 Vanguard Russell 2000 ETF 235.34K (0.41%) -31.07K
Decreased by -13.20%
Jun 30, 25
20 Vanguard Health Care ETF 194.20K (0.34%) -372.00
Decreased by -0.19%
Mar 31, 24