Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MYLD 0.95%
2 FDLS 0.94%
3 WCLD 0.69%
4 EDOC 0.16%
5 EKG 0.13%
6 SFLO 0.12%
7 EES 0.06%
8 VFMF 0.04%
9 GSSC 0.03%
10 SMLF 0.03%
11 PSC 0.02%
12 IHF 0.02%
13 VFVA 0.02%
14 BBSC 0.01%
15 DFAT 0.01%
16 SPGM 0.01%
17 DFAS 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 (166.66%) 0.00
Increased by 0.00%
Sep 30, 23
2 Advent International LP 62.49M (166.66%) 0.00
Increased by 0.00%
Dec 31, 25
3 Goldman Sachs Group Inc 8.74M (23.31%) 25.54K
Increased by +0.29%
Jun 30, 25
4 The Goldman Sachs Group Inc 7.31M (19.49%) -1.43M
Decreased by -19.60%
Sep 30, 25
5 Irenic Capital Management LP 7.00M (18.68%) 590.01K
Increased by +8.42%
Dec 31, 24
6 Conestoga Capital Advisors, LLC 5.60M (14.92%) 74.49K
Increased by +1.33%
Mar 31, 24
7 Brown Advisory Holdings Inc 3.96M (10.56%) 21.78K
Increased by +0.55%
Mar 31, 24
8 BAMCO Inc 3.49M (9.31%) 0.00
Increased by 0.00%
Jun 30, 24
9 Massachusetts Financial Services Company 3.14M (8.37%) -1.83M
Decreased by -58.21%
Mar 31, 25
10 BlackRock Inc 3.12M (8.33%) 7.81K
Increased by +0.25%
Sep 30, 25
11 Vanguard Group Inc 2.53M (6.74%) -244.70K
Decreased by -9.69%
Dec 31, 25
12 ClearBridge Advisors, LLC 2.26M (6.02%) -646.00
Decreased by -0.03%
Dec 31, 23
13 Palisade Capital Management LLc 2.18M (5.82%) -82.06K
Decreased by -3.76%
Jun 30, 25
14 D. E. Shaw & Co LP 2.07M (5.51%) 263.73K
Increased by +12.75%
Dec 31, 25
15 Dimensional Fund Advisors, Inc. 1.92M (5.11%) -155.39K
Decreased by -8.10%
Dec 31, 25
16 Fred Alger Management, LLC 1.78M (4.74%) -437.98K
Decreased by -24.64%
Jun 30, 24
17 Riverbridge Partners LLC 1.76M (4.68%) -5.85K
Decreased by -0.33%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 1.40M (3.73%) -152.39K
Decreased by -10.89%
Sep 30, 25
19 State Street Corp 1.17M (3.13%) -15.93K
Decreased by -1.36%
Sep 30, 25
20 Bank of New York Mellon Corp 1.06M (2.83%) -145.44K
Decreased by -13.70%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Discovery Institutional 2.68M (7.16%) 0.00
Increased by 0.00%
Jun 30, 24
2 Baron Discovery Strategy 2.68M (7.16%) 0.00
Increased by 0.00%
Jun 30, 24
3 MFS New Discovery I 2.05M (5.48%) 0.00
Increased by 0.00%
Mar 31, 25
4 ClearBridge Small Cap Growth A 1.76M (4.69%) -19.59K
Decreased by -1.11%
Dec 31, 23
5 Conestoga Small Cap Investors 1.71M (4.56%) -1.37M
Decreased by -80.09%
May 31, 24
6 Palisade Small Cap Core Equity 1.37M (3.66%) -61.10K
Decreased by -4.45%
Jun 30, 25
7 Vanguard Total Stock Mkt Idx Inv 1.36M (3.63%) 0.00
Increased by 0.00%
Jan 31, 26
8 Brown Advisory Small-Cap Growth Inv 1.36M (3.62%) 0.00
Increased by 0.00%
Mar 31, 24
9 ClearBridge Small Cap Growth 1.30M (3.48%) -456.41K
Decreased by -35.01%
Jan 31, 24
10 Conestoga Small Cap Growth 1.29M (3.45%) 14.27K
Increased by +1.10%
Mar 31, 24
11 Eagle Small Cap Strategy (Vermont Team) 910.59K (2.43%) 168.46K
Increased by +18.50%
Jun 30, 24
12 Eagle Small Cap Strategy - Retail 910.59K (2.43%) 168.46K
Increased by +18.50%
Jun 30, 24
13 Bridge Builder Small/Mid Cap Growth 886.50K (2.36%) 1.12K
Increased by +0.13%
Jul 31, 24
14 iShares Russell 2000 ETF 784.50K (2.09%) 784.50K
Increased by +100.00%
Feb 28, 26
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 (1.87%) 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 Inspire Fidelis Multi Factor ETF 646.38K (1.72%) 0.00
Increased by 0.00%
Feb 27, 26
19 Vanguard Small Cap Index 578.53K (1.54%) 2.19K
Increased by +0.38%
May 31, 25
20 Conestoga SMid Cap Growth Composite 556.48K (1.48%) 1.08K
Increased by +0.19%
Mar 31, 24