Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FYT 0.83%
2 BSVO 0.38%
3 FSCC 0.36%
4 FYX 0.35%
5 IWC 0.24%
6 ISMD 0.21%
7 CSML 0.20%
8 VFMF 0.14%
9 PRFZ 0.14%
10 OPTZ 0.13%
11 DFSV 0.12%
12 AVSC 0.11%
13 FAB 0.11%
14 VFVA 0.11%
15 PSC 0.10%
16 VFMO 0.09%
17 EES 0.08%
18 EBIT 0.08%
19 GSSC 0.07%
20 IWN 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kohlberg Kravis Roberts & Co LP 21.53M (30.27%) -11.60M
Decreased by -53.87%
Jun 30, 25
2 Vanguard Group Inc 7.04M (9.90%) 1.25M
Increased by +17.78%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 4.81M (6.76%) 226.68K
Increased by +4.72%
Jun 30, 25
4 BlackRock Inc 4.78M (6.72%) -155.50K
Decreased by -3.25%
Jun 30, 25
5 Capital World Investors 3.07M (4.32%) 3.07M
Increased by +100.00%
Jun 30, 25
6 Harvey Partners LLC 2.81M (3.95%) 227.50K
Increased by +8.10%
Jun 30, 25
7 FMR Inc 2.71M (3.81%) 2.55M
Increased by +94.09%
Jun 30, 25
8 Macquarie Group Ltd 2.69M (3.78%) -595.47K
Decreased by -22.15%
Dec 31, 23
9 Cooke & Bieler LP 2.53M (3.56%) 16.62K
Increased by +0.66%
Jun 30, 25
10 Citadel Advisors Llc 2.49M (3.50%) 2.08M
Increased by +83.50%
Jun 30, 25
11 Newtyn Management LLC 2.49M (3.50%) 187.57K
Increased by +7.54%
Jun 30, 25
12 Bessemer Group Inc 2.42M (3.41%) 833.47K
Increased by +34.38%
Jun 30, 25
13 Millennium Management LLC 2.28M (3.21%) 824.05K
Increased by +36.13%
Jun 30, 25
14 Boston Partners Global Investors, Inc 2.08M (2.92%) 1.07M
Increased by +51.47%
Jun 30, 25
15 Goldman Sachs Group Inc 1.88M (2.65%) 223.88K
Increased by +11.89%
Jun 30, 25
16 Driehaus Capital Management LLC 1.76M (2.47%) -11.00K
Decreased by -0.63%
Jun 30, 25
17 T. Rowe Price Investment Management,Inc. 1.73M (2.43%) -5.24M
Decreased by -302.71%
Mar 31, 25
18 AllianceBernstein L.P. 1.68M (2.37%) -158.52K
Decreased by -9.41%
Jun 30, 25
19 Cooper Creek Partners Management LLC 1.57M (2.21%) -246.70K
Decreased by -15.70%
Mar 31, 25
20 Wellington Management Company LLP 1.54M (2.16%) -1.49M
Decreased by -96.60%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 3.07M (4.32%) 3.07M
Increased by +100.00%
Jun 30, 25
2 Harvey Partners Small-Cap Opportunity 2.55M (3.58%) 172.14K
Increased by +6.76%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.25M (3.16%) -49.82K
Decreased by -2.22%
Jul 31, 25
4 Macquarie US Small Cap Core Equity 2.18M (3.07%) -502.80K
Decreased by -23.02%
Dec 31, 23
5 Delaware Small Cap Core I 2.16M (3.04%) 606.00
Increased by +0.03%
Feb 29, 24
6 Vanguard US Total Market Shares ETF 1.78M (2.50%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Small Cap Index 1.73M (2.44%) -11.53K
Decreased by -0.66%
Jul 31, 25
8 T. Rowe Price US Small-Cap Core Equity 1.64M (2.30%) -300.27K
Decreased by -18.32%
Dec 31, 24
9 iShares Russell 2000 ETF 1.47M (2.07%) 0.00
Increased by 0.00%
Aug 31, 25
10 FIAM Small Cap Core CIT Cl B 1.33M (1.87%) 542.90K
Increased by +40.90%
Jun 30, 25
11 DFA US Small Cap Value I 1.21M (1.70%) 34.08K
Increased by +2.83%
Jul 31, 25
12 Franklin Emerging Mkt Dbt Opp (USD) Comp 1.15M (1.62%) 1.15M
Increased by +100.00%
Sep 30, 23
13 T. Rowe Price Small-Cap Stock 1.15M (1.61%) -493.75K
Decreased by -43.12%
Jan 31, 25
14 Vanguard Small Cap Value Index Inv 1.12M (1.57%) 2.07K
Increased by +0.19%
Jul 31, 25
15 Old Westbury Small & Mid Cap Strategies 1.04M (1.46%) -302.72K
Decreased by -29.24%
Apr 30, 25
16 T. Rowe Price U.S. SC Value Eq Tr-D 829.56K (1.17%) 3.14K
Increased by +0.38%
Dec 31, 24
17 T. Rowe Price U.S. SC Value Eq Tr-Z 829.56K (1.17%) 3.14K
Increased by +0.38%
Dec 31, 24
18 T. Rowe Price U.S. SC Core Eq Tr-D 768.90K (1.08%) -183.49K
Decreased by -23.86%
Dec 31, 24
19 T. Rowe Price U.S. SC Core Eq Tr-Z 768.90K (1.08%) -183.49K
Decreased by -23.86%
Dec 31, 24
20 Vanguard Institutional Extnd Mkt Idx Tr 748.62K (1.05%) -328.47K
Decreased by -43.88%
Jul 31, 25