Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PFUT 1.14%
2 RYJ 0.60%
3 FYC 0.49%
4 MMSC 0.43%
5 BOUT 0.38%
6 USVM 0.23%
7 HAPS 0.20%
8 TPSC 0.15%
9 CSF 0.12%
10 CSA 0.12%
11 IWC 0.10%
12 VTWG 0.06%
13 DFSV 0.06%
14 VCR 0.05%
15 FYX 0.05%
16 IWO 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 (83.18%) 0.00
Increased by 0.00%
Dec 31, 23
2 Advent International LP 19.19M (46.82%) 0.00
Increased by 0.00%
Mar 31, 25
3 BlackRock Inc 2.90M (7.08%) 314.27K
Increased by +10.82%
Mar 31, 25
4 Vanguard Group Inc 2.40M (5.85%) 46.57K
Increased by +1.94%
Mar 31, 25
5 FMR Inc 2.27M (5.54%) 2.03M
Increased by +89.25%
Mar 31, 25
6 Gilder Gagnon Howe & CO LLC 2.23M (5.44%) -205.83K
Decreased by -9.24%
Mar 31, 25
7 JPMorgan Chase & Co 2.17M (5.30%) 32.90K
Increased by +1.51%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 2.12M (5.18%) 199.20K
Increased by +9.38%
Mar 31, 25
9 Champlain Investment Partners, LLC 2.09M (5.10%) -492.88K
Decreased by -23.59%
Mar 31, 25
10 Lazard Asset Management LLC 2.01M (4.91%) -89.35K
Decreased by -4.44%
Mar 31, 25
11 Foxhaven Asset Management, LP 1.85M (4.51%) -68.81K
Decreased by -3.72%
Mar 31, 25
12 GW&K Investment Management, LLC 1.63M (3.99%) -177.09K
Decreased by -10.84%
Mar 31, 25
13 Granahan Investment Management Inc.. 1.59M (3.89%) 122.66K
Increased by +7.69%
Mar 31, 25
14 Manufacturers Life Insurance Co 1.54M (3.76%) 11.56K
Increased by +0.75%
Mar 31, 25
15 12 West Capital Management LP 1.49M (3.64%) -522.71K
Decreased by -35.06%
Mar 31, 25
16 Brown Advisory Holdings Inc 1.42M (3.46%) -32.34K
Decreased by -2.28%
Mar 31, 25
17 Loomis, Sayles & Company LP 1.05M (2.56%) 235.10K
Increased by +22.43%
Jun 30, 24
18 Neuberger Berman Group LLC 1.04M (2.55%) 367.23K
Increased by +35.19%
Mar 31, 25
19 Franklin Resources Inc 1.03M (2.50%) 3.09K
Increased by +0.30%
Mar 31, 25
20 Penn Capital Management Company LLC 1.01M (2.47%) 275.27K
Increased by +27.23%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: US Equity Small Cap Growth 1.53M (3.74%) 0.00
Increased by 0.00%
Sep 30, 24
2 JHancock Small Cap Core NAV 1.43M (3.49%) 212.17K
Increased by +14.83%
Mar 31, 25
3 Champlain Small Company Fund, LLC 1.39M (3.39%) -58.94K
Decreased by -4.24%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.26M (3.07%) 18.02K
Increased by +1.43%
Apr 30, 25
5 JPMorgan Small Cap Growth A 1.25M (3.04%) 0.00
Increased by 0.00%
Apr 30, 25
6 iShares Russell 2000 ETF 977.21K (2.38%) 480.00
Increased by +0.05%
May 28, 25
7 Fidelity Trend 967.50K (2.36%) 241.24K
Increased by +24.93%
Mar 31, 25
8 Federated Hermes Kaufmann Small Cap A 957.00K (2.34%) -197.47K
Decreased by -20.63%
Mar 31, 25
9 Federated Hermes Kaufmann Small Cap Grow 957.00K (2.34%) -197.47K
Decreased by -20.63%
Mar 31, 25
10 SRH Total Return Fund 900.00K (2.20%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity Growth Strategies 878.10K (2.14%) 214.05K
Increased by +24.38%
Mar 31, 25
12 Neuberger Berman Long Short Instl 865.81K (2.11%) -58.92K
Decreased by -6.81%
Apr 30, 25
13 Champlain Small Company Adv 730.00K (1.78%) -195.00K
Decreased by -26.71%
Mar 31, 25
14 Old Westbury Small & Mid Cap Strategies 730.00K (1.78%) 203.41K
Increased by +27.86%
Jan 31, 25
15 Stephens Small Cap Growth 708.66K (1.73%) 15.30K
Increased by +2.16%
Mar 31, 25
16 American Funds SMALLCAP World A 670.82K (1.64%) 0.00
Increased by 0.00%
Jun 30, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 640.42K (1.56%) 1.01K
Increased by +0.16%
Apr 30, 25
18 Loomis Sayles Small Cap Growth Instl 603.35K (1.47%) 0.00
Increased by 0.00%
Aug 31, 24
19 Penn Capital Small Cap Equity 603.00K (1.47%) 32.30K
Increased by +5.36%
Mar 31, 25
20 JNL Multi-Manager Small Cap Growth A 578.08K (1.41%) 3.87K
Increased by +0.67%
Mar 31, 25