Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FYT 0.83%
2 BSVO 0.49%
3 FSCC 0.42%
4 FYX 0.35%
5 IWC 0.24%
6 CSML 0.20%
7 VFMF 0.14%
8 PRFZ 0.14%
9 OPTZ 0.13%
10 DFSV 0.12%
11 AVSC 0.11%
12 FAB 0.11%
13 VFVA 0.11%
14 PSC 0.10%
15 VFMO 0.09%
16 EES 0.08%
17 EBIT 0.08%
18 VTWV 0.08%
19 IWN 0.08%
20 GSSC 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kohlberg Kravis Roberts & Co LP 33.13M (47.37%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 5.79M (8.28%) -40.69K
Decreased by -0.70%
Mar 31, 25
3 BlackRock Inc 4.94M (7.06%) -3.33K
Decreased by -0.07%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 4.58M (6.55%) 516.56K
Increased by +11.28%
Mar 31, 25
5 Macquarie Group Ltd 2.69M (3.84%) -595.47K
Decreased by -22.15%
Dec 31, 23
6 Harvey Partners LLC 2.58M (3.69%) 634.50K
Increased by +24.59%
Mar 31, 25
7 Cooke & Bieler LP 2.52M (3.60%) 695.32K
Increased by +27.64%
Mar 31, 25
8 Newtyn Management LLC 2.30M (3.29%) 538.11K
Increased by +23.40%
Mar 31, 25
9 AllianceBernstein L.P. 1.84M (2.64%) -132.88K
Decreased by -7.21%
Mar 31, 25
10 Driehaus Capital Management LLC 1.77M (2.53%) -6.63K
Decreased by -0.38%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 1.73M (2.47%) -5.24M
Decreased by -302.71%
Mar 31, 25
12 Goldman Sachs Group Inc 1.66M (2.37%) 167.97K
Increased by +10.13%
Mar 31, 25
13 Bessemer Group Inc 1.59M (2.27%) -318.12K
Decreased by -20.00%
Mar 31, 25
14 Cooper Creek Partners Management LLC 1.57M (2.25%) -246.70K
Decreased by -15.70%
Mar 31, 25
15 Wellington Management Company LLP 1.54M (2.20%) -1.49M
Decreased by -96.60%
Dec 31, 23
16 Millennium Management LLC 1.46M (2.08%) 512.10K
Increased by +35.16%
Mar 31, 25
17 Geode Capital Management, LLC 1.38M (1.98%) 50.51K
Increased by +3.65%
Mar 31, 25
18 Citadel Advisors Llc 1.34M (1.92%) 1.24M
Increased by +92.54%
Jun 30, 24
19 State Street Corp 1.32M (1.88%) 61.63K
Increased by +4.69%
Mar 31, 25
20 Bridgeway Capital Management, LLC 1.09M (1.56%) -39.76K
Decreased by -3.64%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 3.07M (4.39%) 3.07M
Increased by +100.00%
Jun 30, 25
2 Harvey Partners Small-Cap Opportunity 2.37M (3.39%) 599.03K
Increased by +25.23%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 2.30M (3.28%) 457.20K
Increased by +19.91%
Jun 30, 25
4 Macquarie US Small Cap Core Equity 2.18M (3.12%) -502.80K
Decreased by -23.02%
Dec 31, 23
5 Delaware Small Cap Core I 2.16M (3.09%) 606.00
Increased by +0.03%
Feb 29, 24
6 Vanguard US Total Market Shares ETF 1.78M (2.55%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Small Cap Index 1.75M (2.50%) 299.57K
Increased by +17.16%
Jun 30, 25
8 T. Rowe Price US Small-Cap Core Equity 1.64M (2.34%) -300.27K
Decreased by -18.32%
Dec 31, 24
9 iShares Russell 2000 ETF 1.47M (2.10%) -23.66K
Decreased by -1.61%
Jul 30, 25
10 DFA US Small Cap Value I 1.17M (1.68%) 90.76K
Increased by +7.74%
Jun 30, 25
11 Franklin Emerging Mkt Dbt Opp (USD) Comp 1.15M (1.64%) 1.15M
Increased by +100.00%
Sep 30, 23
12 T. Rowe Price Small-Cap Stock 1.15M (1.64%) -493.75K
Decreased by -43.12%
Jan 31, 25
13 Vanguard Small Cap Value Index Inv 1.11M (1.59%) 185.92K
Increased by +16.68%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.54%) 164.23K
Increased by +15.25%
Jun 30, 25
15 Old Westbury Small & Mid Cap Strategies 1.04M (1.48%) -302.72K
Decreased by -29.24%
Apr 30, 25
16 T. Rowe Price U.S. SC Value Eq Tr-D 829.56K (1.19%) 3.14K
Increased by +0.38%
Dec 31, 24
17 T. Rowe Price U.S. SC Value Eq Tr-Z 829.56K (1.19%) 3.14K
Increased by +0.38%
Dec 31, 24
18 FIAM Small Cap Core CIT Cl B 784.60K (1.12%) 784.60K
Increased by +100.00%
May 31, 25
19 T. Rowe Price U.S. SC Core Eq Tr-D 768.90K (1.10%) -183.49K
Decreased by -23.86%
Dec 31, 24
20 T. Rowe Price U.S. SC Core Eq Tr-Z 768.90K (1.10%) -183.49K
Decreased by -23.86%
Dec 31, 24