Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DGLO 0.68%
2 FYT 0.58%
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 VFMF 0.08%
19 GSSC 0.07%
20 VFVA 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kohlberg Kravis Roberts & Co LP 21.53M (31.05%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard Group Inc 6.90M (9.95%) -93.01K
Decreased by -1.35%
Dec 31, 25
3 BlackRock Inc 5.24M (7.56%) 464.44K
Increased by +8.86%
Sep 30, 25
4 Dimensional Fund Advisors, Inc. 5.08M (7.32%) 155.06K
Increased by +3.05%
Dec 31, 25
5 Van Berkom and Associates Inc 4.86M (7.01%) 300.98K
Increased by +6.19%
Dec 31, 25
6 Cooke & Bieler LP 3.65M (5.26%) 80.45K
Increased by +2.20%
Dec 31, 25
7 Macquarie Group Ltd 2.69M (3.88%) -595.47K
Decreased by -22.15%
Dec 31, 23
8 Harvey Partners LLC 2.61M (3.76%) -340.00K
Decreased by -13.03%
Dec 31, 25
9 Citadel Advisors Llc 2.49M (3.59%) 2.08M
Increased by +83.50%
Jun 30, 25
10 FMR Inc 2.42M (3.49%) -6.18K
Decreased by -0.26%
Dec 31, 25
11 The Goldman Sachs Group Inc 2.11M (3.04%) 223.98K
Increased by +10.63%
Sep 30, 25
12 Newtyn Management LLC 2.10M (3.03%) -199.99K
Decreased by -9.52%
Dec 31, 25
13 Goldman Sachs Group Inc 1.88M (2.71%) 223.88K
Increased by +11.89%
Jun 30, 25
14 Capital World Investors 1.87M (2.70%) -1.20M
Decreased by -64.38%
Sep 30, 25
15 Boston Partners Global Investors, Inc 1.82M (2.63%) 81.48K
Increased by +4.47%
Dec 31, 25
16 AllianceBernstein L.P. 1.81M (2.61%) 127.04K
Increased by +7.01%
Sep 30, 25
17 Bessemer Group Inc 1.78M (2.57%) -31.50K
Decreased by -1.77%
Dec 31, 25
18 Driehaus Capital Management LLC 1.76M (2.53%) -11.00K
Decreased by -0.63%
Jun 30, 25
19 Geode Capital Management, LLC 1.68M (2.42%) 3.73K
Increased by +0.22%
Dec 31, 25
20 Cooper Creek Partners Management LLC 1.57M (2.27%) -246.70K
Decreased by -15.70%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Van Berkom Sm-Cap Eq 4.69M (6.76%) 282.01K
Increased by +6.01%
Dec 31, 25
2 American Funds SMALLCAP World A 3.07M (4.43%) 3.07M
Increased by +100.00%
Jun 30, 25
3 Harvey Partners Small-Cap Opportunity 2.39M (3.44%) -310.25K
Decreased by -12.99%
Dec 31, 25
4 Vanguard Total Stock Mkt Idx Inv 2.24M (3.23%) 0.00
Increased by 0.00%
Feb 28, 26
5 Macquarie US Small Cap Core Equity 2.18M (3.15%) -502.80K
Decreased by -23.02%
Dec 31, 23
6 Delaware Small Cap Core I 2.16M (3.11%) 606.00
Increased by +0.03%
Feb 29, 24
7 Vanguard US Total Market Shares ETF 1.78M (2.57%) 0.00
Increased by 0.00%
Sep 30, 24
8 iShares Russell 2000 ETF 1.77M (2.55%) 814.35K
Increased by +46.02%
Feb 28, 26
9 T. Rowe Price US Small-Cap Core Equity 1.64M (2.36%) -300.27K
Decreased by -18.32%
Dec 31, 24
10 Vanguard Small Cap Index 1.61M (2.33%) 3.12K
Increased by +0.19%
Feb 28, 26
11 FIAM Small Cap Core Composite 1.25M (1.81%) -75.30K
Decreased by -6.01%
Sep 30, 25
12 FIAM Small Cap Core CIT Cl B 1.23M (1.78%) 0.00
Increased by 0.00%
Dec 31, 25
13 DFA US Small Cap Value I 1.19M (1.72%) 0.00
Increased by 0.00%
Jan 31, 26
14 Franklin Emerging Mkt Dbt Opp (USD) Comp 1.15M (1.66%) 1.15M
Increased by +100.00%
Sep 30, 23
15 T. Rowe Price Small-Cap Stock 1.15M (1.65%) -493.75K
Decreased by -43.12%
Jan 31, 25
16 Vanguard Small Cap Value Index Inv 1.04M (1.49%) 2.79K
Increased by +0.27%
Feb 28, 26
17 Old Westbury Small & Mid Cap Strategies 882.24K (1.27%) -580.59K
Decreased by -65.81%
Oct 31, 25
18 T. Rowe Price U.S. SC Value Eq Tr-D 829.56K (1.20%) 3.14K
Increased by +0.38%
Dec 31, 24
19 T. Rowe Price U.S. SC Value Eq Tr-Z 829.56K (1.20%) 3.14K
Increased by +0.38%
Dec 31, 24
20 T. Rowe Price U.S. SC Core Eq Tr-D 768.90K (1.11%) -183.49K
Decreased by -23.86%
Dec 31, 24