Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 0.34%
2 SEIS 0.09%
3 IWC 0.07%
4 VTWG 0.02%
5 IWO 0.01%
6 JKK 0.01%
7 ISCG 0.01%
8 RSSL 0.01%
9 IWM 0.01%
10 VTWV 0.01%
11 VTWO 0.01%
12 SCHA 0.01%
13 UWM 0.01%
14 IWN 0.01%
15 ISCB 0.01%
16 JKJ 0.01%
17 ONEQ 0.01%
18 URTY 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 (192.19%) 0.00
Increased by 0.00%
Dec 31, 24
2 J.H. Whitney Equity Partners VII, LLC 48.52M (114.28%) -134.53K
Decreased by -0.28%
Mar 31, 25
3 Nut Tree Capital Management, LP 12.37M (29.14%) 0.00
Increased by 0.00%
Dec 31, 24
4 LITTLEJOHN & CO LLC 7.71M (18.16%) -402.26K
Decreased by -5.22%
Dec 31, 24
5 King Street Capital Management LP 6.40M (15.07%) 0.00
Increased by 0.00%
Dec 31, 24
6 BlackRock Inc 4.04M (9.51%) 101.01K
Increased by +2.50%
Dec 31, 24
7 Principal Financial Group Inc 3.21M (7.56%) -28.51K
Decreased by -0.89%
Sep 30, 23
8 Vanguard Group Inc 2.94M (6.91%) 54.52K
Increased by +1.86%
Dec 31, 24
9 LGT Capital Partners Ltd. 1.68M (3.97%) 0.00
Increased by 0.00%
Sep 30, 23
10 Geode Capital Management, LLC 1.40M (3.30%) -857.00
Decreased by -0.06%
Dec 31, 24
11 State Street Corp 1.12M (2.64%) 82.10K
Increased by +7.32%
Dec 31, 24
12 State Street Corporation 1.03M (2.42%) 18.66K
Increased by +1.81%
Mar 31, 24
13 Putnam Investments LLC 1.01M (2.38%) -138.09K
Decreased by -13.65%
Dec 31, 23
14 Putnam Investments, LLC., a Franklin Templeton company 1.01M (2.38%) -138.09K
Decreased by -13.65%
Dec 31, 23
15 Amvescap Plc. 686.49K (1.62%) 552.13K
Increased by +80.43%
Sep 30, 24
16 Jacobs Levy Equity Management, Inc. 533.20K (1.26%) 177.86K
Increased by +33.36%
Dec 31, 24
17 Northern Trust Corp 478.91K (1.13%) 48.57K
Increased by +10.14%
Dec 31, 24
18 Charles Schwab Investment Management Inc 466.71K (1.10%) 4.05K
Increased by +0.87%
Dec 31, 24
19 Arnhold & S. Bleichroeder Advisers, LLC 435.86K (1.03%) 435.86K
Increased by +100.00%
Dec 31, 24
20 Millennium Management LLC 400.37K (0.94%) 205.02K
Increased by +51.21%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.52M (3.58%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 1.52M (3.58%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 1.26M (2.98%) -10.27K
Decreased by -0.81%
Apr 29, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 919.46K (2.17%) -4.83K
Decreased by -0.53%
Mar 31, 25
5 Invesco Dorsey Wright SmallCap Momt ETF 688.85K (1.62%) 0.00
Increased by 0.00%
Nov 27, 24
6 Principal U.S. Small Cap Equity 654.90K (1.54%) 0.00
Increased by 0.00%
Sep 30, 23
7 First Eagle Small Cap Opportunity I 624.91K (1.47%) 36.76K
Increased by +5.88%
Mar 31, 25
8 First Eagle US Small Cap Strategy 624.91K (1.47%) 237.03K
Increased by +37.93%
Mar 31, 25
9 Fidelity Small Cap Index 525.23K (1.24%) 0.00
Increased by 0.00%
Feb 28, 25
10 Fidelity® Small Cap Index 446.67K (1.05%) 8.49K
Increased by +1.90%
Oct 31, 23
11 iShares Russell 2000 Growth ETF 319.51K (0.75%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity Extended Market Index 319.26K (0.75%) 5.49K
Increased by +1.72%
Mar 31, 25
13 State St Russell Sm/Mid Cp® Indx NL Cl C 292.30K (0.69%) -11.20K
Decreased by -3.83%
Mar 31, 25
14 State St Russell Sm/Mid Cp® Indx SL Cl I 292.30K (0.69%) -11.20K
Decreased by -3.83%
Mar 31, 25
15 Fidelity® Extended Market Index 275.43K (0.65%) 0.00
Increased by 0.00%
Nov 30, 23
16 Schwab US Small-Cap ETF™ 270.78K (0.64%) -133.00
Decreased by -0.05%
Apr 30, 25
17 EAM Ultra Micro Cap 264.60K (0.62%) 0.00
Increased by 0.00%
Sep 30, 24
18 Vanguard Russell 2000 ETF 243.10K (0.57%) 5.50K
Increased by +2.26%
Mar 31, 25
19 Vanguard Health Care ETF 194.20K (0.46%) -372.00
Decreased by -0.19%
Mar 31, 24
20 State St Russell Sm Cap® Indx SL Cl I 177.85K (0.42%) 0.00
Increased by 0.00%
Mar 31, 25