Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FYT 0.81%
2 BSVO 0.51%
3 FSCC 0.44%
4 FYX 0.38%
5 IWC 0.24%
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 IWN 0.08%
16 GSSC 0.07%
17 VTWV 0.07%
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 (56.49%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 5.79M (9.87%) -40.69K
Decreased by -0.70%
Mar 31, 25
3 BlackRock Inc 4.94M (8.42%) -3.33K
Decreased by -0.07%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 4.58M (7.81%) 516.56K
Increased by +11.28%
Mar 31, 25
5 Macquarie Group Ltd 2.69M (4.58%) -595.47K
Decreased by -22.15%
Dec 31, 23
6 Harvey Partners LLC 2.58M (4.40%) 634.50K
Increased by +24.59%
Mar 31, 25
7 Cooke & Bieler LP 2.52M (4.29%) 695.32K
Increased by +27.64%
Mar 31, 25
8 Newtyn Management LLC 2.30M (3.92%) 538.11K
Increased by +23.40%
Mar 31, 25
9 AllianceBernstein L.P. 1.98M (3.37%) -194.44K
Decreased by -9.84%
Dec 31, 24
10 Driehaus Capital Management LLC 1.77M (3.01%) -6.63K
Decreased by -0.38%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 1.73M (2.95%) -5.24M
Decreased by -302.71%
Mar 31, 25
12 Goldman Sachs Group Inc 1.66M (2.83%) 167.97K
Increased by +10.13%
Mar 31, 25
13 Bessemer Group Inc 1.59M (2.71%) -318.12K
Decreased by -20.00%
Mar 31, 25
14 Cooper Creek Partners Management LLC 1.57M (2.68%) -246.70K
Decreased by -15.70%
Mar 31, 25
15 Wellington Management Company LLP 1.54M (2.62%) -1.49M
Decreased by -96.60%
Dec 31, 23
16 Geode Capital Management, LLC 1.38M (2.36%) 50.51K
Increased by +3.65%
Mar 31, 25
17 Citadel Advisors Llc 1.34M (2.29%) 1.24M
Increased by +92.54%
Jun 30, 24
18 State Street Corp 1.32M (2.24%) 61.63K
Increased by +4.69%
Mar 31, 25
19 Bridgeway Capital Management, LLC 1.09M (1.86%) -39.76K
Decreased by -3.64%
Mar 31, 25
20 Punch & Associates Inv Mgmt Inc 1.09M (1.85%) 21.01K
Increased by +1.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Harvey Partners Small-Cap Opportunity 2.37M (4.05%) 599.03K
Increased by +25.23%
Mar 31, 25
2 Macquarie US Small Cap Core Equity 2.18M (3.72%) -502.80K
Decreased by -23.02%
Dec 31, 23
3 Delaware Small Cap Core I 2.16M (3.68%) 606.00
Increased by +0.03%
Feb 29, 24
4 Vanguard Total Stock Mkt Idx Inv 1.81M (3.09%) 27.33K
Increased by +1.51%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 1.78M (3.04%) 0.00
Increased by 0.00%
Sep 30, 24
6 T. Rowe Price US Small-Cap Core Equity 1.64M (2.79%) -300.27K
Decreased by -18.32%
Dec 31, 24
7 iShares Russell 2000 ETF 1.49M (2.54%) 252.00
Increased by +0.02%
Apr 30, 25
8 Vanguard Small Cap Index 1.44M (2.46%) 12.57K
Increased by +0.87%
Apr 30, 25
9 Old Westbury Small & Mid Cap Strategies 1.34M (2.28%) 331.24K
Increased by +24.76%
Jan 31, 25
10 Franklin Emerging Mkt Dbt Opp (USD) Comp 1.15M (1.96%) 1.15M
Increased by +100.00%
Sep 30, 23
11 T. Rowe Price Small-Cap Stock 1.15M (1.95%) -493.75K
Decreased by -43.12%
Jan 31, 25
12 DFA US Small Cap Value I 1.06M (1.81%) 2.88K
Increased by +0.27%
Mar 31, 25
13 Vanguard Small Cap Value Index Inv 929.86K (1.59%) 2.84K
Increased by +0.31%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 905.83K (1.54%) 1.36K
Increased by +0.15%
Apr 30, 25
15 T. Rowe Price U.S. SC Value Eq Tr-D 829.56K (1.41%) 3.14K
Increased by +0.38%
Dec 31, 24
16 T. Rowe Price U.S. SC Value Eq Tr-Z 829.56K (1.41%) 3.14K
Increased by +0.38%
Dec 31, 24
17 T. Rowe Price U.S. SC Core Eq Tr-D 768.90K (1.31%) -183.49K
Decreased by -23.86%
Dec 31, 24
18 T. Rowe Price U.S. SC Core Eq Tr-Z 768.90K (1.31%) -183.49K
Decreased by -23.86%
Dec 31, 24
19 Heptagon Driehaus US Micro Cap Eq C$ Acc 701.83K (1.20%) -48.22K
Decreased by -6.87%
Mar 31, 25
20 DFA US Targeted Value I 679.48K (1.16%) 179.99K
Increased by +26.49%
Mar 31, 25