Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DGLO 0.80%
2 FYT 0.62%
3 BSVO 0.37%
4 FSCC 0.36%
5 FYX 0.31%
6 IWC 0.24%
7 ISMD 0.21%
8 CSML 0.20%
9 PRFZ 0.14%
10 OPTZ 0.13%
11 DFSV 0.12%
12 AVSC 0.11%
13 FAB 0.11%
14 PSC 0.10%
15 VFMO 0.09%
16 EES 0.08%
17 EBIT 0.08%
18 GSSC 0.07%
19 VFVA 0.07%
20 IWN 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kohlberg Kravis Roberts & Co LP 21.53M (31.47%) 0.00
Increased by 0.00%
Mar 31, 26
2 Van Berkom and Associates Inc 10.08M (14.73%) 5.22M
Increased by +51.78%
Mar 31, 26
3 Vanguard Group Inc 6.90M (10.08%) -93.01K
Decreased by -1.35%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 5.27M (7.70%) 192.38K
Increased by +3.65%
Mar 31, 26
5 BlackRock Inc 5.22M (7.62%) -73.42K
Decreased by -1.41%
Mar 31, 26
6 Cooke & Bieler LP 3.86M (5.65%) 214.10K
Increased by +5.54%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 3.26M (4.76%) 3.26M
Increased by +100.00%
Mar 31, 26
8 Vanguard Capital Management, LLC 3.10M (4.53%) 3.10M
Increased by +100.00%
Mar 31, 26
9 Harvey Partners LLC 2.94M (4.29%) 329.00K
Increased by +11.20%
Mar 31, 26
10 The Goldman Sachs Group Inc 2.74M (4.00%) 1.47M
Increased by +53.78%
Mar 31, 26
11 Macquarie Group Ltd 2.69M (3.93%) -595.47K
Decreased by -22.15%
Dec 31, 23
12 Citadel Advisors Llc 2.49M (3.64%) 2.08M
Increased by +83.50%
Jun 30, 25
13 AllianceBernstein L.P. 2.32M (3.39%) 534.64K
Increased by +23.06%
Mar 31, 26
14 FMR Inc 2.21M (3.23%) -213.25K
Decreased by -9.65%
Mar 31, 26
15 Boston Partners Global Investors, Inc 2.11M (3.08%) 282.79K
Increased by +13.42%
Mar 31, 26
16 Newtyn Management LLC 2.10M (3.07%) 0.00
Increased by 0.00%
Mar 31, 26
17 Goldman Sachs Group Inc 1.88M (2.75%) 223.88K
Increased by +11.89%
Jun 30, 25
18 Bessemer Group Inc 1.88M (2.75%) 99.10K
Increased by +5.27%
Mar 31, 26
19 Capital World Investors 1.87M (2.73%) -1.20M
Decreased by -64.38%
Sep 30, 25
20 Driehaus Capital Management LLC 1.76M (2.57%) -11.00K
Decreased by -0.63%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Van Berkom Sm-Cap Eq 4.87M (7.12%) 181.60K
Increased by +3.73%
Mar 31, 26
2 American Funds SMALLCAP World A 3.07M (4.49%) 3.07M
Increased by +100.00%
Jun 30, 25
3 Harvey Partners Small-Cap Opportunity 2.69M (3.93%) 300.28K
Increased by +11.17%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 2.24M (3.27%) 0.00
Increased by 0.00%
Apr 30, 26
5 Macquarie US Small Cap Core Equity 2.18M (3.19%) -502.80K
Decreased by -23.02%
Dec 31, 23
6 Delaware Small Cap Core I 2.16M (3.16%) 606.00
Increased by +0.03%
Feb 29, 24
7 Vanguard US Total Market Shares ETF 1.78M (2.60%) 0.00
Increased by 0.00%
Sep 30, 24
8 iShares Russell 2000 ETF 1.71M (2.50%) 15.81K
Increased by +0.92%
May 29, 26
9 T. Rowe Price US Small-Cap Core Equity 1.64M (2.40%) -300.27K
Decreased by -18.32%
Dec 31, 24
10 Vanguard Small Cap Index 1.63M (2.38%) -6.96K
Decreased by -0.43%
Apr 30, 26
11 DFA US Small Cap Value I 1.26M (1.85%) 34.29K
Increased by +2.72%
Apr 30, 26
12 FIAM Small Cap Core CIT Cl B 1.23M (1.80%) 0.00
Increased by 0.00%
Mar 31, 26
13 FIAM Small Cap Core Composite 1.23M (1.80%) -19.90K
Decreased by -1.61%
Dec 31, 25
14 Franklin Emerging Mkt Dbt Opp (USD) Comp 1.15M (1.68%) 1.15M
Increased by +100.00%
Sep 30, 23
15 T. Rowe Price Small-Cap Stock 1.15M (1.67%) -493.75K
Decreased by -43.12%
Jan 31, 25
16 Vanguard Small Cap Value Index Inv 1.05M (1.53%) 7.31K
Increased by +0.70%
Apr 30, 26
17 Old Westbury Small & Mid Cap Strategies 882.24K (1.29%) 0.00
Increased by 0.00%
Jan 31, 26
18 T. Rowe Price U.S. SC Value Eq Tr-D 829.56K (1.21%) 3.14K
Increased by +0.38%
Dec 31, 24
19 T. Rowe Price U.S. SC Value Eq Tr-Z 829.56K (1.21%) 3.14K
Increased by +0.38%
Dec 31, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 785.16K (1.15%) 4.29K
Increased by +0.55%
Apr 30, 26