Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 3.94%
2 PFUT 1.22%
3 MMSC 0.66%
4 RYJ 0.60%
5 FYC 0.49%
6 BOUT 0.38%
7 RUSC 0.34%
8 USVM 0.23%
9 DBSC 0.23%
10 HAPS 0.20%
11 TPSC 0.15%
12 CSF 0.12%
13 CSA 0.12%
14 IWC 0.10%
15 DFSV 0.06%
16 FYX 0.05%
17 FDIS 0.05%
18 RFLR 0.04%
19 IWO 0.04%
20 VTWG 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Advent International Corp 34.09M (59.59%) 0.00
Increased by 0.00%
Dec 31, 23
2 Advent International LP 14.69M (25.68%) -4.50M
Decreased by -30.63%
Jun 30, 25
3 FMR Inc 5.40M (9.44%) 2.85M
Increased by +52.88%
Dec 31, 25
4 JPMorgan Chase & Co 3.95M (6.91%) 1.74M
Increased by +44.02%
Sep 30, 25
5 Vanguard Group Inc 3.32M (5.81%) 432.63K
Increased by +13.03%
Dec 31, 25
6 BlackRock Inc 3.12M (5.45%) 226.04K
Increased by +7.24%
Sep 30, 25
7 Neuberger Berman Group LLC 3.11M (5.44%) 1.58M
Increased by +50.79%
Dec 31, 25
8 Dimensional Fund Advisors, Inc. 2.58M (4.50%) 133.40K
Increased by +5.18%
Dec 31, 25
9 Woodline Partners LP 2.14M (3.74%) 838.78K
Increased by +39.23%
Dec 31, 25
10 Gilder Gagnon Howe & CO LLC 2.08M (3.64%) -64.14K
Decreased by -3.08%
Dec 31, 25
11 GW&K Investment Management, LLC 2.03M (3.55%) 311.94K
Increased by +15.35%
Dec 31, 25
12 Bank of New York Mellon Corp 1.87M (3.27%) 1.53M
Increased by +81.98%
Sep 30, 25
13 Loomis, Sayles & Company LP 1.86M (3.25%) 131.45K
Increased by +7.08%
Dec 31, 25
14 Manufacturers Life Insurance Co 1.85M (3.24%) 98.50K
Increased by +5.32%
Dec 31, 25
15 Foxhaven Asset Management, LP 1.85M (3.23%) -68.81K
Decreased by -3.72%
Mar 31, 25
16 Marshall Wace Asset Management Ltd 1.64M (2.87%) 438.10K
Increased by +26.69%
Sep 30, 25
17 Lazard Asset Management LLC 1.63M (2.84%) -502.70K
Decreased by -30.90%
Dec 31, 25
18 12 West Capital Management LP 1.49M (2.61%) 0.00
Increased by 0.00%
Jun 30, 25
19 Citadel Advisors Llc 1.48M (2.58%) 1.48M
Increased by +100.00%
Sep 30, 25
20 Granahan Investment Management Inc.. 1.45M (2.54%) -216.09K
Decreased by -14.89%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Long Short Instl 2.05M (3.59%) 163.81K
Increased by +7.98%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 1.82M (3.18%) 0.00
Increased by 0.00%
Feb 28, 26
3 JHancock Small Cap Core NAV 1.68M (2.94%) 239.44K
Increased by +14.21%
Jan 31, 26
4 Fidelity VIP Mid Cap Initial 1.63M (2.85%) 0.00
Increased by 0.00%
Feb 28, 26
5 UBS: US Equity Small Cap Growth 1.53M (2.68%) 0.00
Increased by 0.00%
Sep 30, 24
6 iShares Russell 2000 ETF 1.44M (2.51%) -11.75K
Decreased by -0.82%
Mar 31, 26
7 Stephens Small Cap Growth 1.37M (2.39%) 434.99K
Increased by +31.82%
Dec 31, 25
8 Fidelity Trend 1.31M (2.30%) 0.00
Increased by 0.00%
Feb 28, 26
9 Fidelity Growth Strategies 1.25M (2.18%) -49.90K
Decreased by -3.99%
Feb 28, 26
10 Fidelity Small Cap Growth 1.18M (2.07%) 0.00
Increased by 0.00%
Jan 31, 26
11 Neuberger Berman Long Short Instl 1.13M (1.98%) -320.29K
Decreased by -28.26%
Jul 31, 25
12 JPMorgan Small Cap Growth A 999.95K (1.75%) -61.27K
Decreased by -6.13%
Dec 31, 25
13 BNY Mellon Sm/Md Cp Gr I 988.57K (1.73%) 187.07K
Increased by +18.92%
Feb 28, 26
14 Loomis Sayles Small Cap Growth Instl 976.67K (1.71%) -31.69K
Decreased by -3.24%
Feb 28, 26
15 Champlain Small Company Fund, LLC 914.65K (1.60%) -130.51K
Decreased by -14.27%
Feb 28, 26
16 Federated Hermes Kaufmann Small Cap A 912.00K (1.59%) -85.30K
Decreased by -9.35%
Dec 31, 25
17 Federated Hermes Kaufmann Small Cap Grow 912.00K (1.59%) -85.30K
Decreased by -9.35%
Dec 31, 25
18 SRH Total Return Fund 900.00K (1.57%) 0.00
Increased by 0.00%
Dec 31, 25
19 Penn Capital Small Cap Equity 690.65K (1.21%) 0.00
Increased by 0.00%
Feb 28, 26
20 American Funds SMALLCAP World A 670.82K (1.17%) 0.00
Increased by 0.00%
Jun 30, 24