Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCLD 0.69%
2 EDOC 0.16%
3 EKG 0.13%
4 SFLO 0.12%
5 EES 0.06%
6 SMLF 0.05%
7 GSSC 0.03%
8 PSC 0.02%
9 IHF 0.02%
10 BBSC 0.01%
11 DFAT 0.01%
12 SPGM 0.01%
13 IWN 0.01%
14 DFAS 0.01%
15 VTWG 0.01%
16 VTWO 0.01%
17 VTWV 0.01%
18 VBK 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 (153.16%) 0.00
Increased by 0.00%
Sep 30, 23
2 Advent International LP 62.49M (153.16%) 0.00
Increased by 0.00%
Dec 31, 24
3 Irenic Capital Management LP 7.00M (17.16%) 590.01K
Increased by +8.42%
Dec 31, 24
4 Conestoga Capital Advisors, LLC 5.60M (13.71%) 74.49K
Increased by +1.33%
Mar 31, 24
5 JPMorgan Chase & Co 5.07M (12.43%) -16.14K
Decreased by -0.32%
Sep 30, 23
6 Massachusetts Financial Services Company 4.96M (12.16%) -1.09M
Decreased by -21.97%
Dec 31, 24
7 Vanguard Group Inc 4.70M (11.51%) -7.38K
Decreased by -0.16%
Dec 31, 24
8 BlackRock Inc 4.26M (10.43%) -396.45K
Decreased by -9.32%
Dec 31, 24
9 Brown Advisory Holdings Inc 3.96M (9.70%) 21.78K
Increased by +0.55%
Mar 31, 24
10 BAMCO Inc 3.49M (8.56%) 0.00
Increased by 0.00%
Jun 30, 24
11 ClearBridge Advisors, LLC 2.26M (5.53%) -646.00
Decreased by -0.03%
Dec 31, 23
12 Palisade Capital Management LLc 2.24M (5.48%) -59.16K
Decreased by -2.65%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 1.86M (4.57%) 23.41K
Increased by +1.26%
Dec 31, 24
14 Fred Alger Management, LLC 1.78M (4.36%) -437.98K
Decreased by -24.64%
Jun 30, 24
15 Riverbridge Partners LLC 1.76M (4.31%) -5.85K
Decreased by -0.33%
Mar 31, 24
16 State Street Corp 1.38M (3.39%) -15.73K
Decreased by -1.14%
Dec 31, 24
17 Goldman Sachs Group Inc 1.31M (3.22%) 275.65K
Increased by +21.00%
Dec 31, 24
18 Geode Capital Management, LLC 1.27M (3.12%) 39.94K
Increased by +3.14%
Dec 31, 24
19 Bank of New York Mellon Corp 1.06M (2.60%) -145.44K
Decreased by -13.70%
Jun 30, 24
20 State Street Corporation 1.03M (2.52%) 77.00K
Increased by +7.48%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Discovery Institutional 2.68M (6.58%) 0.00
Increased by 0.00%
Jun 30, 24
2 Baron Discovery Strategy 2.68M (6.58%) 0.00
Increased by 0.00%
Jun 30, 24
3 MFS New Discovery I 2.05M (5.03%) -637.37K
Decreased by -31.04%
Feb 28, 25
4 ClearBridge Small Cap Growth A 1.76M (4.31%) -19.59K
Decreased by -1.11%
Dec 31, 23
5 Conestoga Small Cap Investors 1.71M (4.19%) -1.37M
Decreased by -80.09%
May 31, 24
6 Vanguard Total Stock Mkt Idx Inv 1.47M (3.61%) 0.00
Increased by 0.00%
Feb 28, 25
7 Palisade Small Cap Core Equity 1.46M (3.57%) 28.62K
Increased by +1.97%
Dec 31, 24
8 iShares Russell 2000 ETF 1.40M (3.42%) -16.43K
Decreased by -1.18%
Feb 28, 25
9 Brown Advisory Small-Cap Growth Inv 1.36M (3.33%) 0.00
Increased by 0.00%
Mar 31, 24
10 ClearBridge Small Cap Growth 1.30M (3.20%) -456.41K
Decreased by -35.01%
Jan 31, 24
11 Conestoga Small Cap Growth 1.29M (3.17%) 14.27K
Increased by +1.10%
Mar 31, 24
12 Vanguard Small Cap Index 1.18M (2.89%) 966.00
Increased by +0.08%
Feb 28, 25
13 Eagle Small Cap Strategy (Vermont Team) 910.59K (2.23%) 168.46K
Increased by +18.50%
Jun 30, 24
14 Eagle Small Cap Strategy - Retail 910.59K (2.23%) 168.46K
Increased by +18.50%
Jun 30, 24
15 Bridge Builder Small/Mid Cap Growth 886.50K (2.17%) 1.12K
Increased by +0.13%
Jul 31, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 765.23K (1.88%) 0.00
Increased by 0.00%
Feb 28, 25
17 WisdomTree Cloud Computing ETF 761.88K (1.87%) -29.70K
Decreased by -3.90%
Jul 31, 24
18 MFS VIT New Discovery Init 681.68K (1.67%) -203.36K
Decreased by -29.83%
Feb 28, 25
19 MFS® VIT New Discovery Init 672.83K (1.65%) 0.00
Increased by 0.00%
Mar 31, 24
20 Vanguard Small Cap Growth Index Inv 667.79K (1.64%) -4.88K
Decreased by -0.73%
Feb 28, 25