Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WCLD 0.69%
2 EDOC 0.28%
3 EKG 0.13%
4 SFLO 0.11%
5 SMLF 0.06%
6 IHF 0.04%
7 GSSC 0.03%
8 EES 0.03%
9 PSC 0.02%
10 VTWV 0.02%
11 IWN 0.02%
12 BBSC 0.01%
13 DFAT 0.01%
14 VTWO 0.01%
15 VBK 0.01%
16 VTWG 0.01%
17 DFAS 0.01%
18 SPGM 0.01%
19 IWM 0.01%
20 RSSL 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Advent International Corp 62.49M (140.90%) 0.00
Increased by 0.00%
Sep 30, 23
2 Advent International LP 62.49M (140.90%) 0.00
Increased by 0.00%
Sep 30, 24
3 Massachusetts Financial Services Company 6.05M (13.65%) 1.63M
Increased by +26.88%
Sep 30, 24
4 Conestoga Capital Advisors, LLC 5.60M (12.62%) 74.49K
Increased by +1.33%
Mar 31, 24
5 JPMorgan Chase & Co 5.07M (11.43%) -16.14K
Decreased by -0.32%
Sep 30, 23
6 Vanguard Group Inc 4.71M (10.61%) 41.49K
Increased by +0.88%
Sep 30, 24
7 BlackRock Inc 4.42M (9.96%) 453.26K
Increased by +10.26%
Jun 30, 24
8 Bank of America Corp 4.12M (9.30%) 3.54M
Increased by +85.85%
Jun 30, 24
9 Brown Advisory Holdings Inc 3.96M (8.93%) 21.78K
Increased by +0.55%
Mar 31, 24
10 BAMCO Inc 3.49M (7.87%) 0.00
Increased by 0.00%
Jun 30, 24
11 Irenic Capital Management LP 2.95M (6.64%) 2.95M
Increased by +100.00%
Jun 30, 24
12 Palisade Capital Management LLc 2.29M (5.17%) -169.47K
Decreased by -7.39%
Sep 30, 24
13 ClearBridge Advisors, LLC 2.26M (5.09%) -646.00
Decreased by -0.03%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 1.84M (4.15%) -144.57K
Decreased by -7.86%
Sep 30, 24
15 Fred Alger Management, LLC 1.78M (4.01%) -437.98K
Decreased by -24.64%
Jun 30, 24
16 Riverbridge Partners LLC 1.76M (3.96%) -5.85K
Decreased by -0.33%
Mar 31, 24
17 Millennium Management LLC 1.70M (3.83%) 1.70M
Increased by +100.00%
Jun 30, 24
18 Geode Capital Management, LLC 1.26M (2.85%) 96.41K
Increased by +7.63%
Jun 30, 24
19 State Street Corp 1.08M (2.44%) 51.86K
Increased by +4.79%
Jun 30, 24
20 Bank of New York Mellon Corp 1.06M (2.39%) -145.44K
Decreased by -13.70%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 MFS New Discovery I 3.70M (8.34%) 0.00
Increased by 0.00%
Sep 30, 24
2 Baron Discovery Institutional 2.68M (6.05%) 0.00
Increased by 0.00%
Jun 30, 24
3 Baron Discovery Strategy 2.68M (6.05%) 0.00
Increased by 0.00%
Jun 30, 24
4 ClearBridge Small Cap Growth A 1.76M (3.97%) -19.59K
Decreased by -1.11%
Dec 31, 23
5 Conestoga Small Cap Investors 1.71M (3.85%) -1.37M
Decreased by -80.09%
May 31, 24
6 Vanguard Total Stock Mkt Idx Inv 1.51M (3.41%) 0.00
Increased by 0.00%
Oct 31, 24
7 Palisade Small Cap Core Equity 1.43M (3.22%) -143.01K
Decreased by -10.02%
Sep 30, 24
8 iShares Russell 2000 ETF 1.40M (3.16%) -3.15K
Decreased by -0.22%
Oct 31, 24
9 Brown Advisory Small-Cap Growth Inv 1.36M (3.06%) 0.00
Increased by 0.00%
Mar 31, 24
10 ClearBridge Small Cap Growth 1.30M (2.94%) -456.41K
Decreased by -35.01%
Jan 31, 24
11 Conestoga Small Cap Growth 1.29M (2.92%) 14.27K
Increased by +1.10%
Mar 31, 24
12 Vanguard Small Cap Index 1.17M (2.65%) 2.30K
Increased by +0.20%
Oct 31, 24
13 MFS VIT New Discovery Init 1.15M (2.59%) 0.00
Increased by 0.00%
Sep 30, 24
14 Eagle Small Cap Strategy (Vermont Team) 910.59K (2.05%) 168.46K
Increased by +18.50%
Jun 30, 24
15 Eagle Small Cap Strategy - Retail 910.59K (2.05%) 168.46K
Increased by +18.50%
Jun 30, 24
16 Bridge Builder Small/Mid Cap Growth 886.50K (2.00%) 1.12K
Increased by +0.13%
Jul 31, 24
17 Pacific Select Small-Cap Growth I 824.01K (1.86%) 0.00
Increased by 0.00%
Oct 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 765.23K (1.73%) 0.00
Increased by 0.00%
Sep 30, 24
19 WisdomTree Cloud Computing ETF 761.88K (1.72%) -29.70K
Decreased by -3.90%
Jul 31, 24
20 MFS® VIT New Discovery Init 672.83K (1.52%) 0.00
Increased by 0.00%
Mar 31, 24