Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCLD 0.69%
2 MYLD 0.55%
3 EDOC 0.16%
4 EKG 0.13%
5 SFLO 0.12%
6 EES 0.06%
7 VFMF 0.04%
8 GSSC 0.03%
9 SMLF 0.03%
10 PSC 0.02%
11 IHF 0.02%
12 VFVA 0.02%
13 BBSC 0.01%
14 DFAT 0.01%
15 SPGM 0.01%
16 DFAS 0.01%
17 VTWV 0.01%
18 VTWG 0.01%
19 RSSL 0.01%
20 PRFZ 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Advent International Corp 62.49M (166.27%) 0.00
Increased by 0.00%
Sep 30, 23
2 Advent International LP 62.49M (166.27%) 0.00
Increased by 0.00%
Jun 30, 25
3 Goldman Sachs Group Inc 8.74M (23.26%) 25.54K
Increased by +0.29%
Jun 30, 25
4 Irenic Capital Management LP 7.00M (18.63%) 590.01K
Increased by +8.42%
Dec 31, 24
5 Conestoga Capital Advisors, LLC 5.60M (14.89%) 74.49K
Increased by +1.33%
Mar 31, 24
6 Brown Advisory Holdings Inc 3.96M (10.53%) 21.78K
Increased by +0.55%
Mar 31, 24
7 BAMCO Inc 3.49M (9.29%) 0.00
Increased by 0.00%
Jun 30, 24
8 Massachusetts Financial Services Company 3.14M (8.35%) -1.83M
Decreased by -58.21%
Mar 31, 25
9 BlackRock Inc 3.12M (8.29%) -969.13K
Decreased by -31.11%
Jun 30, 25
10 Vanguard Group Inc 2.92M (7.78%) -903.69K
Decreased by -30.90%
Jun 30, 25
11 ClearBridge Advisors, LLC 2.26M (6.01%) -646.00
Decreased by -0.03%
Dec 31, 23
12 Palisade Capital Management LLc 2.18M (5.81%) -82.06K
Decreased by -3.76%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 2.04M (5.43%) 72.41K
Increased by +3.55%
Jun 30, 25
14 Fred Alger Management, LLC 1.78M (4.73%) -437.98K
Decreased by -24.64%
Jun 30, 24
15 Riverbridge Partners LLC 1.76M (4.67%) -5.85K
Decreased by -0.33%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 1.55M (4.13%) 229.67K
Increased by +14.80%
Jun 30, 25
17 D. E. Shaw & Co LP 1.41M (3.75%) 538.01K
Increased by +38.18%
Jun 30, 25
18 State Street Corp 1.19M (3.16%) -190.42K
Decreased by -16.02%
Jun 30, 25
19 Geode Capital Management, LLC 1.13M (3.01%) -111.72K
Decreased by -9.89%
Jun 30, 25
20 Arrowstreet Capital Limited Partnership 1.09M (2.90%) 1.09M
Increased by +100.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Discovery Institutional 2.68M (7.14%) 0.00
Increased by 0.00%
Jun 30, 24
2 Baron Discovery Strategy 2.68M (7.14%) 0.00
Increased by 0.00%
Jun 30, 24
3 MFS New Discovery I 2.05M (5.46%) 0.00
Increased by 0.00%
Mar 31, 25
4 ClearBridge Small Cap Growth A 1.76M (4.68%) -19.59K
Decreased by -1.11%
Dec 31, 23
5 Conestoga Small Cap Investors 1.71M (4.55%) -1.37M
Decreased by -80.09%
May 31, 24
6 Vanguard Total Stock Mkt Idx Inv 1.44M (3.84%) -31.76K
Decreased by -2.20%
Jul 31, 25
7 Palisade Small Cap Core Equity 1.37M (3.65%) -61.10K
Decreased by -4.45%
Jun 30, 25
8 Brown Advisory Small-Cap Growth Inv 1.36M (3.61%) 0.00
Increased by 0.00%
Mar 31, 24
9 ClearBridge Small Cap Growth 1.30M (3.47%) -456.41K
Decreased by -35.01%
Jan 31, 24
10 Conestoga Small Cap Growth 1.29M (3.44%) 14.27K
Increased by +1.10%
Mar 31, 24
11 Eagle Small Cap Strategy (Vermont Team) 910.59K (2.42%) 168.46K
Increased by +18.50%
Jun 30, 24
12 Eagle Small Cap Strategy - Retail 910.59K (2.42%) 168.46K
Increased by +18.50%
Jun 30, 24
13 iShares Russell 2000 ETF 900.67K (2.40%) 0.00
Increased by 0.00%
Aug 31, 25
14 Bridge Builder Small/Mid Cap Growth 886.50K (2.36%) 1.12K
Increased by +0.13%
Jul 31, 24
15 WisdomTree Cloud Computing ETF 761.88K (2.03%) -29.70K
Decreased by -3.90%
Jul 31, 24
16 MFS VIT New Discovery Init 700.17K (1.86%) 18.49K
Increased by +2.64%
Mar 31, 25
17 MFS® VIT New Discovery Init 672.83K (1.79%) 0.00
Increased by 0.00%
Mar 31, 24
18 Vanguard Small Cap Index 578.53K (1.54%) 2.19K
Increased by +0.38%
May 31, 25
19 Conestoga SMid Cap Growth Composite 556.48K (1.48%) 1.08K
Increased by +0.19%
Mar 31, 24
20 JNL Multi-Manager Small Cap Growth A 553.03K (1.47%) 0.00
Increased by 0.00%
Jun 30, 24