Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.09%
2 IWO 0.02%
3 SMLF 0.02%
4 IWM 0.01%
5 VXF 0.00%
6 VHT 0.00%
7 VTI 0.00%
8 ITOT 0.00%

Top 20 institutional holders

Rank Holder Shares Change Date reported
1 H&F Corporate Investors VIII, Ltd. 5.39M 5.39M
Increased by +100.00%
Mar 31, 25
2 Ares Management LLC 1.86M 969.37K
Increased by +52.03%
Mar 31, 25
3 PUBLIC INVESTMENT FUND 1.28M 0.00
Increased by 0.00%
Mar 31, 25
4 LEONARD GREEN PARTNERS LP 961.25K 0.00
Increased by 0.00%
Dec 31, 24
5 CPV Partners, LLC 495.26K 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Group Inc 425.89K 27.83K
Increased by +6.53%
Mar 31, 25
7 Beach Point Capital Management LP 388.65K 3.67K
Increased by +0.94%
Mar 31, 25
8 Topline Capital Management LLC 278.26K -43.44K
Decreased by -15.61%
Mar 31, 25
9 Prudential Financial Inc 273.95K 88.84K
Increased by +32.43%
Mar 31, 25
10 Nomura Holdings Inc 193.20K -6.80K
Decreased by -3.52%
Mar 31, 25
11 D. E. Shaw & Co LP 131.50K 0.00
Increased by 0.00%
Mar 31, 25
12 RBF LLC 124.84K -22.21K
Decreased by -17.79%
Mar 31, 25
13 CastleKnight Management LP 119.31K -104.92K
Decreased by -87.93%
Mar 31, 25
14 BlackRock Inc 114.35K 6.08K
Increased by +5.32%
Mar 31, 25
15 Charles Schwab Investment Management Inc 103.42K 28.01K
Increased by +27.09%
Mar 31, 25
16 Barclays PLC 100.00K -180.00K
Decreased by -180.00%
Dec 31, 24
17 Magnetar Financial LLC 99.64K 0.00
Increased by 0.00%
Dec 31, 24
18 Oak Hill Advisors LP 87.46K 0.00
Increased by 0.00%
Mar 31, 25
19 Millennium Management LLC 83.78K -69.00K
Decreased by -82.36%
Mar 31, 25
20 Bridgeway Capital Management, LLC 80.06K 3.87K
Increased by +4.83%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder Shares Change Date reported
1 Vanguard US Total Market Shares ETF 301.37K -1.00
Decreased by -0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 299.78K 0.00
Increased by 0.00%
May 31, 25
3 State Street Russell 2000 Value CIT 210.28K 0.00
Increased by 0.00%
Jun 30, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 97.02K 3.16K
Increased by +3.25%
May 31, 25
5 EA Bridgeway Omni Small-Cap Value ETF 52.46K -18.00
Decreased by -0.03%
May 30, 25
6 Schwab Fundamental U.S. Small CompanyETF 50.11K -16.00
Decreased by -0.03%
May 31, 25
7 SSgA Russell Small Cap Completeness Idx 48.80K 0.00
Increased by 0.00%
Jun 30, 24
8 Fidelity Extended Market Index 34.65K -331.00
Decreased by -0.96%
Apr 30, 25
9 Schwab US Small-Cap ETF™ 30.57K -74.00
Decreased by -0.24%
May 31, 25
10 Bridgeway Ultra-Small Company Market 30.00K 0.00
Increased by 0.00%
Mar 31, 25
11 IMC US Ultra Micro Cap 20.74K 20.74K
Increased by +100.00%
May 31, 25
12 Vanguard Health Care ETF 15.63K -4.65K
Decreased by -29.75%
May 31, 25
13 Invesco RAFI US 1500 Small-Mid ETF 14.48K -4.00
Decreased by -0.03%
May 30, 25
14 Extended Equity Market Fund K 13.93K 43.00
Increased by +0.31%
Mar 31, 25
15 Avantis US Small Cap Equity ETF 12.02K 47.00
Increased by +0.39%
May 31, 25
16 Fidelity Total Market Index 11.55K 0.00
Increased by 0.00%
Apr 30, 25
17 Schwab Fundamental US Small Company Idx 10.32K 0.00
Increased by 0.00%
May 31, 25
18 iShares Core S&P Total US Stock Mkt ETF 9.23K 9.00
Increased by +0.10%
Feb 28, 25
19 Fidelity Series Total Market Index 8.90K 327.00
Increased by +3.67%
Apr 30, 25
20 iShares U.S. Small-Cap Eq Fac ETF 8.11K 0.00
Increased by 0.00%
May 31, 25