Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 0.93%
2 WCLD 0.90%
3 EKG 0.15%
4 IHF 0.04%
5 EES 0.03%
6 PSC 0.03%
7 VTWV 0.02%
8 BBSC 0.02%
9 DFSV 0.02%
10 DFAS 0.01%
11 DFAT 0.01%
12 SMLF 0.01%
13 JKK 0.01%
14 ISCG 0.01%
15 IWN 0.01%
16 VBK 0.01%
17 VXF 0.01%
18 VTWO 0.01%
19 VTWG 0.01%
20 VHT 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Advent International Corp 62.49M (117.12%) 0.00
Increased by 0.00%
Sep 30, 23
2 Advent International LP 62.49M (117.12%) 0.00
Increased by 0.00%
Dec 31, 23
3 Conestoga Capital Advisors, LLC 5.60M (10.49%) 74.49K
Increased by +1.33%
Mar 31, 24
4 JPMorgan Chase & Co 5.07M (9.50%) -16.14K
Decreased by -0.32%
Sep 30, 23
5 Vanguard Group Inc 4.47M (8.37%) 136.77K
Increased by +3.06%
Dec 31, 23
6 BlackRock Inc 4.03M (7.55%) 271.64K
Increased by +6.74%
Dec 31, 23
7 Brown Advisory Holdings Inc 3.96M (7.42%) 21.78K
Increased by +0.55%
Mar 31, 24
8 BAMCO Inc 3.49M (6.54%) -12.45K
Decreased by -0.36%
Dec 31, 23
9 Massachusetts Financial Services Company 3.47M (6.50%) 1.50M
Increased by +43.17%
Dec 31, 23
10 Bank of America Corp 2.81M (5.26%) 281.36K
Increased by +10.03%
Dec 31, 23
11 Fred Alger Management, LLC 2.78M (5.21%) 221.39K
Increased by +7.96%
Dec 31, 23
12 ClearBridge Advisors, LLC 2.26M (4.23%) -646.00
Decreased by -0.03%
Dec 31, 23
13 Riverbridge Partners LLC 1.76M (3.29%) -5.85K
Decreased by -0.33%
Mar 31, 24
14 Dimensional Fund Advisors, Inc. 1.73M (3.24%) 356.80K
Increased by +20.63%
Dec 31, 23
15 Goldman Sachs Group Inc 1.49M (2.80%) 1.08M
Increased by +72.00%
Dec 31, 23
16 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.43M (2.68%) 334.12K
Increased by +23.35%
Dec 31, 23
17 Palisade Capital Management LLc 1.10M (2.07%) 488.00K
Increased by +44.27%
Dec 31, 23
18 Geode Capital Management, LLC 1.09M (2.04%) 88.48K
Increased by +8.11%
Dec 31, 23
19 Bank of New York Mellon Corp 1.06M (1.99%) -30.22K
Decreased by -2.85%
Dec 31, 23
20 State Street Corporation 952.91K (1.79%) -10.21K
Decreased by -1.07%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Conestoga Small Cap Investors 3.08M (5.77%) 0.00
Increased by 0.00%
Mar 31, 24
2 Baron Discovery Institutional 2.68M (5.03%) 0.00
Increased by 0.00%
Mar 31, 24
3 Baron Discovery Strategy 2.68M (5.03%) 0.00
Increased by 0.00%
Mar 31, 24
4 MFS New Discovery I 2.28M (4.27%) 0.00
Increased by 0.00%
Mar 31, 24
5 ClearBridge Small Cap Growth A 1.76M (3.30%) -19.59K
Decreased by -1.11%
Dec 31, 23
6 Vanguard Total Stock Mkt Idx Inv 1.42M (2.66%) 2.25K
Increased by +0.16%
Mar 31, 24
7 Brown Advisory Small-Cap Growth Inv 1.36M (2.54%) 0.00
Increased by 0.00%
Mar 31, 24
8 ClearBridge Small Cap Growth 1.30M (2.44%) -456.41K
Decreased by -35.01%
Jan 31, 24
9 Conestoga Small Cap Growth 1.29M (2.42%) 14.27K
Increased by +1.10%
Mar 31, 24
10 Vanguard Small Cap Index 1.18M (2.22%) -18.23K
Decreased by -1.54%
Mar 31, 24
11 iShares Russell 2000 ETF 1.11M (2.08%) -8.84K
Decreased by -0.79%
Apr 30, 24
12 WisdomTree Cloud Computing ETF 944.16K (1.77%) 0.00
Increased by 0.00%
Apr 30, 24
13 JNL Multi-Manager Small Cap Growth A 933.13K (1.75%) -27.69K
Decreased by -2.97%
Sep 30, 23
14 Bridge Builder Small/Mid Cap Growth 885.64K (1.66%) 301.96K
Increased by +34.10%
Apr 30, 24
15 Palisade Small Cap Core Equity 820.83K (1.54%) 128.05K
Increased by +15.60%
Mar 31, 24
16 Eagle Small Cap Strategy (Vermont Team) 742.13K (1.39%) 73.66K
Increased by +9.93%
Mar 31, 24
17 Eagle Small Cap Strategy - Retail 742.13K (1.39%) 73.66K
Increased by +9.93%
Mar 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 725.60K (1.36%) 13.83K
Increased by +1.91%
Mar 31, 24
19 Alger Weatherbie Specialized Growth A 708.21K (1.33%) 0.00
Increased by 0.00%
Feb 29, 24
20 MFS VIT New Discovery Init 672.83K (1.26%) 0.00
Increased by 0.00%
Mar 31, 24