Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 1.62%
2 FDHT 0.83%
3 EHLS 0.39%
4 VFMO 0.09%
5 IWC 0.07%
6 IHF 0.02%
7 SMLF 0.02%
8 IWN 0.01%
9 IWM 0.01%
10 VTWG 0.01%
11 VTWO 0.01%
12 IWMW 0.01%
13 JKL 0.01%
14 ISCV 0.01%
15 IWO 0.00%
16 SMMD 0.00%
17 ISCB 0.00%
18 JKJ 0.00%
19 ITOT 0.00%
20 ITDJ 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 H&F Corporate Investors VIII, Ltd. 3.89M (67.54%) 0.00
Increased by 0.00%
Mar 31, 26
2 AustralianSuper Pty Ltd 3.20M (55.51%) 3.20M
Increased by +100.00%
Sep 30, 25
3 Ares Management LLC 1.86M (32.37%) 0.00
Increased by 0.00%
Mar 31, 26
4 Arini Captial Management Ltd 1.53M (26.66%) 30.80K
Increased by +2.01%
Mar 31, 26
5 PUBLIC INVESTMENT FUND 1.28M (22.26%) 0.00
Increased by 0.00%
Mar 31, 26
6 LEONARD GREEN PARTNERS LP 961.25K (16.70%) 0.00
Increased by 0.00%
Dec 31, 24
7 Beach Point Capital Management LP 795.35K (13.82%) 40.34K
Increased by +5.07%
Mar 31, 26
8 BlackRock Inc 588.00K (10.22%) 26.38K
Increased by +4.49%
Mar 31, 26
9 Vanguard Group Inc 584.47K (10.15%) 66.70K
Increased by +11.41%
Dec 31, 25
10 CPV Partners, LLC 495.26K (8.60%) 0.00
Increased by 0.00%
Mar 31, 26
11 Vanguard Capital Management, LLC 430.07K (7.47%) 430.07K
Increased by +100.00%
Mar 31, 26
12 Caspian Capital Partners, L.P. 356.25K (6.19%) 106.25K
Increased by +29.82%
Mar 31, 26
13 Prudential Financial Inc 353.74K (6.15%) 950.00
Increased by +0.27%
Mar 31, 26
14 Barclays PLC 241.78K (4.20%) 229.99K
Increased by +95.12%
Mar 31, 26
15 Charles Schwab Investment Management Inc 232.09K (4.03%) -30.23K
Decreased by -13.03%
Mar 31, 26
16 Topline Capital Management LLC 196.72K (3.42%) -5.06K
Decreased by -2.57%
Dec 31, 25
17 Geode Capital Management, LLC 189.84K (3.30%) 11.89K
Increased by +6.26%
Mar 31, 26
18 Amvescap Plc. 186.12K (3.23%) 171.03K
Increased by +91.89%
Jun 30, 25
19 State Street Corp 155.62K (2.70%) -4.64K
Decreased by -2.98%
Mar 31, 26
20 Third Point, LLC 145.00K (2.52%) 145.00K
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 337.02K (5.86%) 0.00
Increased by 0.00%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 301.37K (5.24%) -1.00
Decreased by -0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 221.05K (3.84%) 2.03K
Increased by +0.92%
May 29, 26
4 State Street Russell 2000 Value CIT 210.28K (3.65%) 0.00
Increased by 0.00%
Jun 30, 24
5 Invesco Dorsey Wright SmallCap Momt ETF 161.20K (2.80%) 209.00
Increased by +0.13%
Aug 29, 25
6 Schwab Fundamental U.S. Small CompanyETF 115.39K (2.00%) -46.00
Decreased by -0.04%
May 30, 26
7 Fidelity Small Cap Index 90.13K (1.57%) 16.73K
Increased by +18.56%
Mar 31, 26
8 Vanguard Institutional Extnd Mkt Idx Tr 86.75K (1.51%) 4.66K
Increased by +5.38%
Apr 30, 26
9 iShares Russell 2000 Growth ETF 73.36K (1.27%) -480.00
Decreased by -0.65%
May 29, 26
10 Russell 2000 Equity Index Fund B 50.37K (0.88%) -24.00
Decreased by -0.05%
Dec 31, 25
11 SSgA Russell Small Cap Completeness Idx 48.80K (0.85%) 0.00
Increased by 0.00%
Jun 30, 24
12 State St Russell Sm/Mid Cp® Indx SL Cl I 47.82K (0.83%) 0.00
Increased by 0.00%
May 31, 26
13 Vanguard Russell 2000 ETF 46.44K (0.81%) 984.00
Increased by +2.12%
Apr 30, 26
14 PIMCO RAE US Small Instl 42.69K (0.74%) 5.25K
Increased by +12.30%
Mar 31, 26
15 Fidelity Extended Market Index 39.28K (0.68%) 8.69K
Increased by +22.11%
Apr 30, 26
16 PIMCO RAE US Small 37.44K (0.65%) 15.66K
Increased by +41.82%
Dec 31, 25
17 Nuveen Equity Index R6 36.98K (0.64%) 0.00
Increased by 0.00%
Jul 31, 25
18 Schwab US Small-Cap ETF™ 36.15K (0.63%) 18.00
Increased by +0.05%
May 30, 26
19 EA Bridgeway Omni Small-Cap Value ETF 35.78K (0.62%) 0.00
Increased by 0.00%
Aug 29, 25
20 Schwab Fundamental US Small Company Idx 31.10K (0.54%) 484.00
Increased by +1.56%
Apr 30, 26