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 0.06%
7 GSSC 0.03%
8 PSC 0.02%
9 IHF 0.02%
10 IWN 0.02%
11 BBSC 0.01%
12 DFAT 0.01%
13 SPGM 0.01%
14 DFAS 0.01%
15 VTWV 0.01%
16 VTWG 0.01%
17 VTWO 0.01%
18 RSSL 0.01%
19 IWM 0.01%
20 PRFZ 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Advent International Corp 62.49M (148.20%) 0.00
Increased by 0.00%
Sep 30, 23
2 Advent International LP 62.49M (148.20%) 0.00
Increased by 0.00%
Mar 31, 25
3 Goldman Sachs Group Inc 8.72M (20.67%) 7.40M
Increased by +84.94%
Mar 31, 25
4 Irenic Capital Management LP 7.00M (16.61%) 590.01K
Increased by +8.42%
Dec 31, 24
5 Conestoga Capital Advisors, LLC 5.60M (13.27%) 74.49K
Increased by +1.33%
Mar 31, 24
6 BlackRock Inc 4.08M (9.69%) -171.14K
Decreased by -4.19%
Mar 31, 25
7 Brown Advisory Holdings Inc 3.96M (9.39%) 21.78K
Increased by +0.55%
Mar 31, 24
8 Vanguard Group Inc 3.83M (9.08%) -869.37K
Decreased by -22.71%
Mar 31, 25
9 BAMCO Inc 3.49M (8.28%) 0.00
Increased by 0.00%
Jun 30, 24
10 Massachusetts Financial Services Company 3.14M (7.44%) -1.83M
Decreased by -58.21%
Mar 31, 25
11 Palisade Capital Management LLc 2.27M (5.37%) 29.77K
Increased by +1.31%
Mar 31, 25
12 ClearBridge Advisors, LLC 2.26M (5.35%) -646.00
Decreased by -0.03%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 1.97M (4.66%) 103.26K
Increased by +5.25%
Mar 31, 25
14 Fred Alger Management, LLC 1.78M (4.22%) -437.98K
Decreased by -24.64%
Jun 30, 24
15 Riverbridge Partners LLC 1.76M (4.17%) -5.85K
Decreased by -0.33%
Mar 31, 24
16 State Street Corp 1.38M (3.27%) -4.92K
Decreased by -0.36%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 1.32M (3.14%) 546.95K
Increased by +41.36%
Mar 31, 25
18 Geode Capital Management, LLC 1.24M (2.94%) -31.04K
Decreased by -2.50%
Mar 31, 25
19 Bank of New York Mellon Corp 1.06M (2.52%) -145.44K
Decreased by -13.70%
Jun 30, 24
20 State Street Corporation 1.03M (2.44%) 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 (6.37%) 0.00
Increased by 0.00%
Jun 30, 24
2 Baron Discovery Strategy 2.68M (6.37%) 0.00
Increased by 0.00%
Jun 30, 24
3 MFS New Discovery I 2.05M (4.87%) 0.00
Increased by 0.00%
Mar 31, 25
4 ClearBridge Small Cap Growth A 1.76M (4.17%) -19.59K
Decreased by -1.11%
Dec 31, 23
5 Conestoga Small Cap Investors 1.71M (4.05%) -1.37M
Decreased by -80.09%
May 31, 24
6 Vanguard Total Stock Mkt Idx Inv 1.47M (3.50%) 0.00
Increased by 0.00%
Apr 30, 25
7 Palisade Small Cap Core Equity 1.43M (3.40%) -21.67K
Decreased by -1.51%
Mar 31, 25
8 Brown Advisory Small-Cap Growth Inv 1.36M (3.22%) 0.00
Increased by 0.00%
Mar 31, 24
9 iShares Russell 2000 ETF 1.33M (3.16%) 225.00
Increased by +0.02%
Apr 30, 25
10 ClearBridge Small Cap Growth 1.30M (3.09%) -456.41K
Decreased by -35.01%
Jan 31, 24
11 Conestoga Small Cap Growth 1.29M (3.07%) 14.27K
Increased by +1.10%
Mar 31, 24
12 Eagle Small Cap Strategy (Vermont Team) 910.59K (2.16%) 168.46K
Increased by +18.50%
Jun 30, 24
13 Eagle Small Cap Strategy - Retail 910.59K (2.16%) 168.46K
Increased by +18.50%
Jun 30, 24
14 Bridge Builder Small/Mid Cap Growth 886.50K (2.10%) 1.12K
Increased by +0.13%
Jul 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 804.17K (1.91%) 0.00
Increased by 0.00%
Apr 30, 25
16 WisdomTree Cloud Computing ETF 761.88K (1.81%) -29.70K
Decreased by -3.90%
Jul 31, 24
17 MFS VIT New Discovery Init 700.17K (1.66%) 18.49K
Increased by +2.64%
Mar 31, 25
18 MFS® VIT New Discovery Init 672.83K (1.60%) 0.00
Increased by 0.00%
Mar 31, 24
19 Vanguard Small Cap Index 576.35K (1.37%) 640.00
Increased by +0.11%
Apr 30, 25
20 Conestoga SMid Cap Growth Composite 556.48K (1.32%) 1.08K
Increased by +0.19%
Mar 31, 24