Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.28%
2 PFUT 1.46%
3 RYJ 0.60%
4 MMSC 0.59%
5 FYC 0.49%
6 BOUT 0.38%
7 RUSC 0.32%
8 USVM 0.23%
9 HAPS 0.20%
10 TPSC 0.15%
11 CSF 0.12%
12 CSA 0.12%
13 IWC 0.10%
14 DFSV 0.06%
15 VTWG 0.05%
16 IWO 0.05%
17 FYX 0.05%
18 FDIS 0.05%
19 RFLR 0.04%
20 VCR 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Advent International Corp 34.09M (61.97%) 0.00
Increased by 0.00%
Dec 31, 23
2 Advent International LP 14.69M (26.70%) -4.50M
Decreased by -30.63%
Jun 30, 25
3 BlackRock Inc 2.89M (5.26%) -9.34K
Decreased by -0.32%
Jun 30, 25
4 Vanguard Group Inc 2.44M (4.44%) 46.28K
Increased by +1.89%
Jun 30, 25
5 Dimensional Fund Advisors, Inc. 2.37M (4.31%) 250.27K
Increased by +10.54%
Jun 30, 25
6 Manufacturers Life Insurance Co 2.34M (4.25%) 796.19K
Increased by +34.09%
Jun 30, 25
7 Lazard Asset Management LLC 2.28M (4.15%) 269.73K
Increased by +11.82%
Jun 30, 25
8 JPMorgan Chase & Co 2.21M (4.02%) 39.65K
Increased by +1.79%
Jun 30, 25
9 Gilder Gagnon Howe & CO LLC 2.19M (3.98%) -38.15K
Decreased by -1.74%
Jun 30, 25
10 FMR Inc 2.15M (3.90%) -127.02K
Decreased by -5.92%
Jun 30, 25
11 Champlain Investment Partners, LLC 1.95M (3.55%) -135.93K
Decreased by -6.96%
Jun 30, 25
12 Foxhaven Asset Management, LP 1.85M (3.36%) -68.81K
Decreased by -3.72%
Mar 31, 25
13 GW&K Investment Management, LLC 1.83M (3.32%) 192.17K
Increased by +10.52%
Jun 30, 25
14 Granahan Investment Management Inc.. 1.65M (2.99%) 52.86K
Increased by +3.21%
Jun 30, 25
15 Neuberger Berman Group LLC 1.61M (2.92%) 563.37K
Increased by +35.06%
Jun 30, 25
16 12 West Capital Management LP 1.49M (2.71%) 0.00
Increased by 0.00%
Jun 30, 25
17 Riverbridge Partners LLC 1.28M (2.33%) 1.28M
Increased by +100.00%
Jun 30, 25
18 Marshall Wace Asset Management Ltd 1.20M (2.19%) 301.57K
Increased by +25.07%
Jun 30, 25
19 Loomis, Sayles & Company LP 1.14M (2.08%) 1.14M
Increased by +100.00%
Jun 30, 25
20 Brown Advisory Holdings Inc 1.11M (2.01%) -308.49K
Decreased by -27.84%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JHancock Small Cap Core NAV 1.93M (3.50%) -19.48K
Decreased by -1.01%
Jul 31, 25
2 UBS: US Equity Small Cap Growth 1.53M (2.79%) 0.00
Increased by 0.00%
Sep 30, 24
3 Champlain Small Company Fund, LLC 1.29M (2.35%) -3.90K
Decreased by -0.30%
Aug 31, 25
4 JPMorgan Small Cap Growth A 1.24M (2.25%) -13.36K
Decreased by -1.08%
Jul 31, 25
5 Vanguard Total Stock Mkt Idx Inv 1.23M (2.24%) -27.28K
Decreased by -2.22%
Jul 31, 25
6 Neuberger Berman Long Short Instl 1.13M (2.06%) -320.29K
Decreased by -28.26%
Jul 31, 25
7 iShares Russell 2000 ETF 982.55K (1.79%) 0.00
Increased by 0.00%
Aug 31, 25
8 Federated Hermes Kaufmann Small Cap A 957.00K (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
9 Federated Hermes Kaufmann Small Cap Grow 957.00K (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
10 SRH Total Return Fund 900.00K (1.64%) 0.00
Increased by 0.00%
Jul 31, 25
11 Fidelity Trend 821.90K (1.49%) -98.20K
Decreased by -11.95%
Jul 31, 25
12 Stephens Small Cap Growth 768.96K (1.40%) 60.30K
Increased by +7.84%
Jun 30, 25
13 Fidelity Growth Strategies 737.60K (1.34%) -110.50K
Decreased by -14.98%
Jul 31, 25
14 American Funds SMALLCAP World A 670.82K (1.22%) 0.00
Increased by 0.00%
Jun 30, 24
15 Champlain Small Company Adv 640.00K (1.16%) -90.00K
Decreased by -14.06%
Jun 30, 25
16 Loomis Sayles Small Cap Growth Instl 629.13K (1.14%) -14.54K
Decreased by -2.31%
Jul 31, 25
17 Old Westbury Small & Mid Cap Strategies 620.00K (1.13%) -110.00K
Decreased by -17.74%
Apr 30, 25
18 Penn Capital Small Cap Equity 603.00K (1.10%) 0.00
Increased by 0.00%
Jun 30, 25
19 Fidelity VIP Mid Cap Initial 536.20K (0.97%) 0.00
Increased by 0.00%
Mar 31, 24
20 Buffalo Small Cap 530.86K (0.96%) -62.85K
Decreased by -11.84%
Mar 31, 24