Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMLL 0.67%
2 SQLV 0.39%
3 TXSS 0.30%
4 SFLO 0.17%
5 VFVA 0.05%
6 QSML 0.04%
7 IWC 0.03%
8 BBSC 0.03%
9 AVSC 0.02%
10 EES 0.02%
11 FDIS 0.01%
12 EBIT 0.01%
13 IWO 0.01%
14 VTWO 0.01%
15 VCR 0.01%
16 VTWG 0.01%
17 PRFZ 0.01%
18 DFAS 0.01%
19 RSSL 0.01%
20 UWM 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 General Atlantic Llc 13.11M (53.64%) 0.00
Increased by 0.00%
Dec 31, 25
2 Champlain Investment Partners, LLC 3.74M (15.29%) -7.59K
Decreased by -0.20%
Jun 30, 24
3 Massachusetts Financial Services Company 3.33M (13.64%) 155.88K
Increased by +4.67%
Sep 30, 24
4 Wellington Management Company LLP 3.24M (13.27%) -9.40K
Decreased by -0.29%
Jun 30, 24
5 FMR Inc 2.56M (10.46%) -635.30K
Decreased by -24.85%
Mar 31, 25
6 Fidelity Management and Research Company 2.56M (10.46%) -635.30K
Decreased by -24.85%
Mar 31, 25
7 American Century Companies Inc 2.40M (9.82%) -388.20K
Decreased by -16.18%
Jun 30, 24
8 BlackRock Inc 2.35M (9.60%) -88.55K
Decreased by -3.77%
Sep 30, 25
9 AllianceBernstein L.P. 2.17M (8.89%) -339.69K
Decreased by -15.63%
Dec 31, 23
10 Ararat Capital Management, LP 2.14M (8.76%) -974.07K
Decreased by -45.50%
Dec 31, 25
11 MIG Capital, LLC 2.06M (8.42%) 816.66K
Increased by +39.70%
Jun 30, 25
12 BAMCO Inc 2.00M (8.18%) -1.26M
Decreased by -63.25%
Jun 30, 24
13 Southpoint Capital Advisors LP 2.00M (8.18%) 100.00K
Increased by +5.00%
Sep 30, 24
14 Vanguard Group Inc 1.94M (7.95%) 40.06K
Increased by +2.06%
Dec 31, 25
15 D. E. Shaw & Co LP 1.82M (7.47%) -93.94K
Decreased by -5.15%
Dec 31, 25
16 Veradace Capital Management LLC 1.81M (7.41%) 1.81M
Increased by +100.00%
Dec 31, 25
17 Hillsdale Investment Management Inc. 1.41M (5.76%) 16.83K
Increased by +1.20%
Dec 31, 25
18 The Goldman Sachs Group Inc 1.19M (4.86%) 276.30K
Increased by +23.28%
Dec 31, 25
19 TimesSquare Capital Management, LLC 1.17M (4.80%) -38.35K
Decreased by -3.27%
Jun 30, 24
20 CenterBook Partners LP 814.17K (3.33%) 100.45K
Increased by +12.34%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Champlain Small Company Fund, LLC 2.08M (8.49%) -729.23K
Decreased by -35.12%
Jul 31, 24
2 American Century Small Cap Growth Inv 2.06M (8.44%) -9.18K
Decreased by -0.44%
Jun 30, 24
3 American Century U.S. Small Cap Growth 2.06M (8.44%) -9.18K
Decreased by -0.44%
Jun 30, 24
4 MFS New Discovery I 2.05M (8.38%) 0.00
Increased by 0.00%
Oct 31, 24
5 Baron Opp. Small Cap Growth Strategy 2.00M (8.18%) -1.26M
Decreased by -63.25%
Jun 30, 24
6 Baron Small Cap Retail 2.00M (8.18%) -1.26M
Decreased by -63.25%
Jun 30, 24
7 Champlain Small Company Adv 1.53M (6.28%) 0.00
Increased by 0.00%
Jun 30, 24
8 AB Small Cap Growth A 1.24M (5.07%) -19.13K
Decreased by -1.55%
Dec 31, 23
9 FIAM Small Cap Core CIT Cl B 989.88K (4.05%) -410.52K
Decreased by -41.47%
Mar 31, 25
10 FIAM Small Cap Core Composite 989.88K (4.05%) -443.82K
Decreased by -44.84%
Mar 31, 25
11 Fidelity Select Leisure 943.00K (3.86%) 128.30K
Increased by +13.61%
Apr 30, 25
12 Vanguard Total Stock Mkt Idx Inv 921.64K (3.77%) 0.00
Increased by 0.00%
Feb 28, 26
13 Old Westbury Small & Mid Cap Strategies 713.61K (2.92%) -171.39K
Decreased by -24.02%
Jul 31, 24
14 Neuberger Berman Long Short Instl 703.77K (2.88%) 0.00
Increased by 0.00%
Oct 31, 24
15 iShares Russell 2000 ETF 698.25K (2.86%) -5.69K
Decreased by -0.81%
Mar 31, 26
16 Scotia Wealth Quant Glbl Sm Cp Eq Pl KM 678.31K (2.78%) 4.72K
Increased by +0.70%
Jan 31, 26
17 MFS VIT New Discovery Init 616.94K (2.52%) 0.00
Increased by 0.00%
Oct 31, 24
18 Federated Hermes Kaufmann Small Cap A 565.00K (2.31%) -795.00K
Decreased by -140.71%
Jun 30, 24
19 Federated Hermes Kaufmann Small Cap Grow 565.00K (2.31%) -795.00K
Decreased by -140.71%
Jun 30, 24
20 Buffalo Small Cap 555.46K (2.27%) 0.00
Increased by 0.00%
Sep 30, 23