Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PFUT 1.23%
2 RYJ 0.60%
3 MMSC 0.52%
4 BOUT 0.38%
5 USVM 0.23%
6 HAPS 0.20%
7 FYC 0.19%
8 TPSC 0.15%
9 CSF 0.12%
10 CSA 0.12%
11 IWC 0.10%
12 IWO 0.06%
13 DFSV 0.06%
14 VTWG 0.05%
15 VCR 0.05%
16 FYX 0.05%
17 FDIS 0.05%
18 RFLR 0.04%
19 FAD 0.04%
20 EES 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Advent International Corp 34.09M (83.67%) 0.00
Increased by 0.00%
Dec 31, 23
2 Advent International LP 19.19M (47.10%) -8.00M
Decreased by -41.69%
Dec 31, 24
3 BlackRock Inc 2.59M (6.36%) 268.09K
Increased by +10.35%
Dec 31, 24
4 Champlain Investment Partners, LLC 2.58M (6.34%) 958.42K
Increased by +37.11%
Dec 31, 24
5 Gilder Gagnon Howe & CO LLC 2.43M (5.97%) 4.44K
Increased by +0.18%
Dec 31, 24
6 Vanguard Group Inc 2.35M (5.77%) 479.74K
Increased by +20.40%
Dec 31, 24
7 JPMorgan Chase & Co 2.14M (5.26%) -1.83M
Decreased by -85.54%
Dec 31, 24
8 Lazard Asset Management LLC 2.10M (5.16%) 2.10M
Increased by +100.00%
Dec 31, 24
9 12 West Capital Management LP 2.01M (4.94%) 337.92K
Increased by +16.78%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 1.92M (4.72%) 259.52K
Increased by +13.49%
Dec 31, 24
11 Foxhaven Asset Management, LP 1.92M (4.71%) 0.00
Increased by 0.00%
Dec 31, 24
12 GW&K Investment Management, LLC 1.81M (4.45%) 615.51K
Increased by +33.98%
Dec 31, 24
13 FMR Inc 1.53M (3.76%) 970.29K
Increased by +63.32%
Mar 31, 24
14 Manufacturers Life Insurance Co 1.53M (3.75%) -5.16K
Decreased by -0.34%
Dec 31, 24
15 Granahan Investment Management Inc.. 1.47M (3.61%) 440.36K
Increased by +29.92%
Dec 31, 24
16 Brown Advisory Holdings Inc 1.45M (3.56%) -15.03K
Decreased by -1.04%
Dec 31, 24
17 Federated Hermes Inc 1.15M (2.83%) -200.20K
Decreased by -17.34%
Dec 31, 24
18 Loomis, Sayles & Company LP 1.05M (2.57%) 235.10K
Increased by +22.43%
Jun 30, 24
19 Franklin Resources Inc 1.02M (2.51%) -91.80K
Decreased by -8.97%
Dec 31, 24
20 WCM Investment Management 947.24K (2.33%) 290.17K
Increased by +30.63%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: US Equity Small Cap Growth 1.53M (3.76%) 0.00
Increased by 0.00%
Sep 30, 24
2 Champlain Small Company Fund, LLC 1.45M (3.56%) -289.05K
Decreased by -19.94%
Feb 28, 25
3 JHancock Small Cap Core NAV 1.40M (3.43%) 0.00
Increased by 0.00%
Jan 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.24M (3.04%) 0.00
Increased by 0.00%
Feb 28, 25
5 JPMorgan Small Cap Growth A 1.23M (3.02%) -13.85K
Decreased by -1.12%
Feb 28, 25
6 Federated Hermes Kaufmann Small Cap A 1.15M (2.83%) -200.20K
Decreased by -17.34%
Dec 31, 24
7 Federated Hermes Kaufmann Small Cap Grow 1.15M (2.83%) -200.20K
Decreased by -17.34%
Dec 31, 24
8 iShares Russell 2000 ETF 998.83K (2.45%) -8.63K
Decreased by -0.86%
Mar 31, 25
9 Champlain Small Company Adv 925.00K (2.27%) 325.00K
Increased by +35.14%
Dec 31, 24
10 SRH Total Return Fund 900.00K (2.21%) 0.00
Increased by 0.00%
Feb 28, 25
11 Old Westbury Small & Mid Cap Strategies 730.00K (1.79%) 203.41K
Increased by +27.86%
Jan 31, 25
12 Fidelity Trend 726.26K (1.78%) 629.36K
Increased by +86.66%
Feb 28, 25
13 Stephens Small Cap Growth 693.36K (1.70%) 189.68K
Increased by +27.36%
Dec 31, 24
14 American Funds SMALLCAP World A 670.82K (1.65%) 0.00
Increased by 0.00%
Jun 30, 24
15 Fidelity Growth Strategies 664.05K (1.63%) 577.66K
Increased by +86.99%
Feb 28, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 621.90K (1.53%) 991.00
Increased by +0.16%
Feb 28, 25
17 Loomis Sayles Small Cap Growth Instl 603.35K (1.48%) 0.00
Increased by 0.00%
Aug 31, 24
18 JNL Multi-Manager Small Cap Growth A 574.21K (1.41%) 172.29K
Increased by +30.00%
Dec 31, 24
19 Penn Capital Small Cap Equity 570.70K (1.40%) 60.35K
Increased by +10.57%
Feb 28, 25
20 Neuberger Berman Long Short Instl 551.61K (1.35%) -42.03K
Decreased by -7.62%
Feb 28, 25