Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.12%
2 IWO 0.03%
3 SMLF 0.02%
4 IWM 0.02%
5 ITOT 0.00%
6 VHT 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 H&F Corporate Investors VIII, Ltd. 5.39M (96.96%) 5.39M
Increased by +100.00%
Mar 31, 25
2 Ares Management LLC 1.86M (33.53%) 969.37K
Increased by +52.03%
Mar 31, 25
3 PUBLIC INVESTMENT FUND 1.28M (23.06%) 0.00
Increased by 0.00%
Mar 31, 25
4 LEONARD GREEN PARTNERS LP 961.25K (17.30%) 0.00
Increased by 0.00%
Dec 31, 24
5 CPV Partners, LLC 495.26K (8.91%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Group Inc 425.89K (7.66%) 27.83K
Increased by +6.53%
Mar 31, 25
7 Beach Point Capital Management LP 418.08K (7.52%) 29.43K
Increased by +7.04%
Jun 30, 25
8 Topline Capital Management LLC 278.26K (5.01%) -43.44K
Decreased by -15.61%
Mar 31, 25
9 Prudential Financial Inc 273.95K (4.93%) 88.84K
Increased by +32.43%
Mar 31, 25
10 Nomura Holdings Inc 193.20K (3.48%) -6.80K
Decreased by -3.52%
Mar 31, 25
11 D. E. Shaw & Co LP 131.50K (2.37%) 0.00
Increased by 0.00%
Mar 31, 25
12 RBF LLC 124.84K (2.25%) -22.21K
Decreased by -17.79%
Mar 31, 25
13 CastleKnight Management LP 119.31K (2.15%) -104.92K
Decreased by -87.93%
Mar 31, 25
14 BlackRock Inc 114.35K (2.06%) 6.08K
Increased by +5.32%
Mar 31, 25
15 Charles Schwab Investment Management Inc 103.42K (1.86%) 28.01K
Increased by +27.09%
Mar 31, 25
16 Barclays PLC 100.00K (1.80%) -180.00K
Decreased by -180.00%
Dec 31, 24
17 Magnetar Financial LLC 99.64K (1.79%) 0.00
Increased by 0.00%
Dec 31, 24
18 Oak Hill Advisors LP 87.46K (1.57%) 0.00
Increased by 0.00%
Mar 31, 25
19 Millennium Management LLC 83.78K (1.51%) -69.00K
Decreased by -82.36%
Mar 31, 25
20 Bridgeway Capital Management, LLC 80.06K (1.44%) 3.87K
Increased by +4.83%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 301.37K (5.42%) -1.00
Decreased by -0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 299.78K (5.39%) 0.00
Increased by 0.00%
Jun 30, 25
3 State Street Russell 2000 Value CIT 210.28K (3.78%) 0.00
Increased by 0.00%
Jun 30, 24
4 iShares Russell 2000 ETF 193.26K (3.48%) -3.09K
Decreased by -1.60%
Jul 30, 25
5 Invesco Dorsey Wright SmallCap Momt ETF 162.04K (2.92%) 0.00
Increased by 0.00%
Jul 31, 25
6 Schwab Fundamental U.S. Small CompanyETF 107.78K (1.94%) 0.00
Increased by 0.00%
Jul 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 97.42K (1.75%) 396.00
Increased by +0.41%
Jun 30, 25
8 iShares Russell 2000 Growth ETF 67.18K (1.21%) -166.00
Decreased by -0.25%
Jul 30, 25
9 SSgA Russell Small Cap Completeness Idx 48.80K (0.88%) 0.00
Increased by 0.00%
Jun 30, 24
10 Vanguard Russell 2000 ETF 39.23K (0.71%) 39.23K
Increased by +100.00%
Jun 30, 25
11 EA Bridgeway Omni Small-Cap Value ETF 35.64K (0.64%) 0.00
Increased by 0.00%
Jul 31, 25
12 Fidelity Extended Market Index 34.40K (0.62%) -90.00
Decreased by -0.26%
Jun 30, 25
13 Schwab US Small-Cap ETF™ 30.38K (0.55%) -6.00
Decreased by -0.02%
Jul 30, 25
14 Bridgeway Ultra-Small Company Market 30.00K (0.54%) 0.00
Increased by 0.00%
Mar 31, 25
15 State St Russell Sm Cap® Indx SL Cl I 27.20K (0.49%) 27.20K
Increased by +100.00%
Jun 30, 25
16 Schwab Fundamental US Small Company Idx 22.09K (0.40%) 11.77K
Increased by +53.27%
Jun 30, 25
17 Schwab Small Cap Index 19.35K (0.35%) 19.35K
Increased by +100.00%
Jun 30, 25
18 IMC US Ultra Micro Cap 19.28K (0.35%) -1.45K
Decreased by -7.54%
Jun 30, 25
19 NT R2000 Index Fund - NL 18.66K (0.34%) 18.66K
Increased by +100.00%
Jun 30, 25
20 iShares Micro-Cap ETF 17.46K (0.31%) 0.00
Increased by 0.00%
Jul 30, 25