Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 3.94%
2 PFUT 1.22%
3 MMSC 0.66%
4 RYJ 0.60%
5 FYC 0.49%
6 BOUT 0.38%
7 RUSC 0.34%
8 USVM 0.23%
9 DBSC 0.23%
10 HAPS 0.20%
11 TPSC 0.15%
12 CSF 0.12%
13 CSA 0.12%
14 IWC 0.10%
15 DFSV 0.06%
16 FYX 0.05%
17 FDIS 0.05%
18 RFLR 0.04%
19 IWO 0.04%
20 VTWG 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Advent International Corp 34.09M (57.20%) 0.00
Increased by 0.00%
Dec 31, 23
2 Advent International LP 14.69M (24.65%) -4.50M
Decreased by -30.63%
Jun 30, 25
3 FMR Inc 5.40M (9.06%) 2.85M
Increased by +52.88%
Dec 31, 25
4 JPMorgan Chase & Co 3.95M (6.64%) 1.74M
Increased by +44.02%
Sep 30, 25
5 Vanguard Group Inc 3.32M (5.57%) 432.63K
Increased by +13.03%
Dec 31, 25
6 BlackRock Inc 3.12M (5.24%) 226.04K
Increased by +7.24%
Sep 30, 25
7 Neuberger Berman Group LLC 3.11M (5.22%) 1.58M
Increased by +50.79%
Dec 31, 25
8 Dimensional Fund Advisors, Inc. 2.58M (4.32%) 133.40K
Increased by +5.18%
Dec 31, 25
9 Woodline Partners LP 2.14M (3.59%) 838.78K
Increased by +39.23%
Dec 31, 25
10 Gilder Gagnon Howe & CO LLC 2.08M (3.49%) -64.14K
Decreased by -3.08%
Dec 31, 25
11 GW&K Investment Management, LLC 2.03M (3.41%) 311.94K
Increased by +15.35%
Dec 31, 25
12 Bank of New York Mellon Corp 1.87M (3.14%) 1.53M
Increased by +81.98%
Sep 30, 25
13 Loomis, Sayles & Company LP 1.86M (3.12%) 131.45K
Increased by +7.08%
Dec 31, 25
14 Manufacturers Life Insurance Co 1.85M (3.11%) 98.50K
Increased by +5.32%
Dec 31, 25
15 Foxhaven Asset Management, LP 1.85M (3.10%) -68.81K
Decreased by -3.72%
Mar 31, 25
16 Marshall Wace Asset Management Ltd 1.64M (2.75%) 438.10K
Increased by +26.69%
Sep 30, 25
17 Lazard Asset Management LLC 1.63M (2.73%) -502.70K
Decreased by -30.90%
Dec 31, 25
18 12 West Capital Management LP 1.49M (2.50%) 0.00
Increased by 0.00%
Jun 30, 25
19 Citadel Advisors Llc 1.48M (2.48%) 1.48M
Increased by +100.00%
Sep 30, 25
20 Granahan Investment Management Inc.. 1.45M (2.44%) -216.09K
Decreased by -14.89%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Long Short Instl 2.05M (3.44%) 163.81K
Increased by +7.98%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 1.82M (3.05%) 0.00
Increased by 0.00%
Feb 28, 26
3 JHancock Small Cap Core NAV 1.68M (2.83%) 239.44K
Increased by +14.21%
Jan 31, 26
4 Fidelity VIP Mid Cap Initial 1.63M (2.74%) 554.60K
Increased by +34.02%
Jan 31, 26
5 UBS: US Equity Small Cap Growth 1.53M (2.57%) 0.00
Increased by 0.00%
Sep 30, 24
6 Stephens Small Cap Growth 1.37M (2.29%) 434.99K
Increased by +31.82%
Dec 31, 25
7 iShares Russell 2000 ETF 1.34M (2.24%) 1.12M
Increased by +83.95%
Feb 28, 26
8 Fidelity Trend 1.31M (2.20%) 285.50K
Increased by +21.74%
Jan 31, 26
9 Fidelity Growth Strategies 1.30M (2.18%) 249.20K
Increased by +19.18%
Jan 31, 26
10 Fidelity Small Cap Growth 1.18M (1.98%) 0.00
Increased by 0.00%
Dec 31, 25
11 Neuberger Berman Long Short Instl 1.13M (1.90%) -320.29K
Decreased by -28.26%
Jul 31, 25
12 Loomis Sayles Small Cap Growth Instl 1.01M (1.69%) -20.23K
Decreased by -2.01%
Jan 31, 26
13 JPMorgan Small Cap Growth A 999.95K (1.68%) -61.27K
Decreased by -6.13%
Dec 31, 25
14 Champlain Small Company Fund, LLC 914.65K (1.53%) -130.51K
Decreased by -14.27%
Feb 28, 26
15 Federated Hermes Kaufmann Small Cap A 912.00K (1.53%) -85.30K
Decreased by -9.35%
Dec 31, 25
16 Federated Hermes Kaufmann Small Cap Grow 912.00K (1.53%) -85.30K
Decreased by -9.35%
Dec 31, 25
17 SRH Total Return Fund 900.00K (1.51%) 0.00
Increased by 0.00%
Dec 31, 25
18 BNY Mellon Sm/Md Cp Gr I 801.50K (1.34%) 254.93K
Increased by +31.81%
Jan 31, 26
19 Penn Capital Small Cap Equity 690.65K (1.16%) 0.00
Increased by 0.00%
Feb 28, 26
20 American Funds SMALLCAP World A 670.82K (1.13%) 0.00
Increased by 0.00%
Jun 30, 24