Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FYT 0.74%
2 BSVO 0.55%
3 FSCC 0.40%
4 FYX 0.35%
5 IWC 0.23%
6 CSML 0.20%
7 PRFZ 0.14%
8 OPTZ 0.13%
9 DFSV 0.12%
10 AVSC 0.11%
11 FAB 0.11%
12 PSC 0.10%
13 EES 0.08%
14 EBIT 0.08%
15 GSSC 0.07%
16 IWN 0.07%
17 VTWV 0.06%
18 DFAT 0.06%
19 FNDA 0.06%
20 RFLR 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kohlberg Kravis Roberts & Co LP 33.13M (57.14%) 0.00
Increased by 0.00%
Dec 31, 24
2 T. Rowe Price Investment Management,Inc. 6.97M (12.01%) -876.65K
Decreased by -12.58%
Dec 31, 24
3 Vanguard Group Inc 5.83M (10.06%) 59.86K
Increased by +1.03%
Dec 31, 24
4 BlackRock Inc 4.94M (8.52%) -111.80K
Decreased by -2.26%
Dec 31, 24
5 Dimensional Fund Advisors, Inc. 4.06M (7.01%) 454.76K
Increased by +11.19%
Dec 31, 24
6 Macquarie Group Ltd 2.69M (4.64%) -595.47K
Decreased by -22.15%
Dec 31, 23
7 AllianceBernstein L.P. 1.98M (3.41%) -194.44K
Decreased by -9.84%
Dec 31, 24
8 Harvey Partners LLC 1.95M (3.36%) 76.00K
Increased by +3.91%
Dec 31, 24
9 Bessemer Group Inc 1.91M (3.29%) 393.10K
Increased by +20.60%
Dec 31, 24
10 Cooke & Bieler LP 1.82M (3.14%) -64.45K
Decreased by -3.54%
Dec 31, 24
11 Cooper Creek Partners Management LLC 1.82M (3.14%) -879.67K
Decreased by -48.37%
Dec 31, 24
12 Driehaus Capital Management LLC 1.77M (3.06%) -19.99K
Decreased by -1.13%
Dec 31, 24
13 Newtyn Management LLC 1.76M (3.04%) 0.00
Increased by 0.00%
Dec 31, 24
14 Wellington Management Company LLP 1.54M (2.65%) -1.49M
Decreased by -96.60%
Dec 31, 23
15 Goldman Sachs Group Inc 1.49M (2.57%) -187.28K
Decreased by -12.57%
Dec 31, 24
16 Citadel Advisors Llc 1.34M (2.31%) 1.24M
Increased by +92.54%
Jun 30, 24
17 Geode Capital Management, LLC 1.33M (2.30%) -3.26K
Decreased by -0.24%
Dec 31, 24
18 State Street Corp 1.25M (2.16%) 41.80K
Increased by +3.33%
Dec 31, 24
19 Bridgeway Capital Management, LLC 1.13M (1.95%) 24.33K
Increased by +2.15%
Dec 31, 24
20 Punch & Associates Inv Mgmt Inc 1.07M (1.84%) -11.89K
Decreased by -1.12%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Macquarie US Small Cap Core Equity 2.18M (3.77%) -502.80K
Decreased by -23.02%
Dec 31, 23
2 Delaware Small Cap Core I 2.16M (3.72%) 606.00
Increased by +0.03%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 1.78M (3.08%) 0.00
Increased by 0.00%
Feb 28, 25
4 Vanguard US Total Market Shares ETF 1.78M (3.07%) 0.00
Increased by 0.00%
Sep 30, 24
5 Harvey Partners Small-Cap Opportunity 1.78M (3.06%) 76.00K
Increased by +4.28%
Dec 31, 24
6 T. Rowe Price US Small-Cap Core Equity 1.64M (2.83%) -300.27K
Decreased by -18.32%
Dec 31, 24
7 iShares Russell 2000 ETF 1.58M (2.72%) -13.64K
Decreased by -0.86%
Mar 31, 25
8 Vanguard Small Cap Index 1.46M (2.51%) 1.19K
Increased by +0.08%
Feb 28, 25
9 Old Westbury Small & Mid Cap Strategies 1.34M (2.31%) 331.24K
Increased by +24.76%
Jan 31, 25
10 Franklin Emerging Mkt Dbt Opp (USD) Comp 1.15M (1.98%) 1.15M
Increased by +100.00%
Sep 30, 23
11 T. Rowe Price Small-Cap Stock 1.15M (1.97%) -493.75K
Decreased by -43.12%
Jan 31, 25
12 DFA US Small Cap Value I 1.06M (1.83%) 34.87K
Increased by +3.29%
Feb 28, 25
13 Vanguard Small Cap Value Index Inv 959.00K (1.65%) -2.82K
Decreased by -0.29%
Feb 28, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 882.15K (1.52%) 1.32K
Increased by +0.15%
Feb 28, 25
15 T. Rowe Price U.S. SC Value Eq Tr-D 829.56K (1.43%) 3.14K
Increased by +0.38%
Dec 31, 24
16 T. Rowe Price U.S. SC Value Eq Tr-Z 829.56K (1.43%) 3.14K
Increased by +0.38%
Dec 31, 24
17 T. Rowe Price Small-Cap Value 779.44K (1.34%) -608.82K
Decreased by -78.11%
Feb 28, 25
18 T. Rowe Price U.S. SC Core Eq Tr-D 768.90K (1.33%) -183.49K
Decreased by -23.86%
Dec 31, 24
19 T. Rowe Price U.S. SC Core Eq Tr-Z 768.90K (1.33%) -183.49K
Decreased by -23.86%
Dec 31, 24
20 Heptagon Driehaus US Micro Cap Eq C$ Acc 750.04K (1.29%) 850.00
Increased by +0.11%
Feb 28, 25