Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PFUT 1.50%
2 RYJ 0.60%
3 MMSC 0.45%
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 DFSV 0.06%
13 VCR 0.05%
14 FYX 0.05%
15 IWO 0.05%
16 FDIS 0.05%
17 RFLR 0.04%
18 VTWG 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 (83.98%) 0.00
Increased by 0.00%
Dec 31, 23
2 Advent International LP 27.19M (66.98%) 0.00
Increased by 0.00%
Sep 30, 24
3 Gilder Gagnon Howe & CO LLC 2.43M (5.99%) -638.32K
Decreased by -26.27%
Sep 30, 24
4 BlackRock Inc 2.13M (5.24%) 345.70K
Increased by +16.25%
Jun 30, 24
5 JPMorgan Chase & Co 1.99M (4.89%) 366.23K
Increased by +18.44%
Sep 30, 24
6 Foxhaven Asset Management, LP 1.92M (4.73%) -101.63K
Decreased by -5.30%
Sep 30, 24
7 Vanguard Group Inc 1.87M (4.61%) 146.97K
Increased by +7.85%
Sep 30, 24
8 12 West Capital Management LP 1.68M (4.13%) 1.03M
Increased by +61.77%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 1.66M (4.10%) 278.41K
Increased by +16.73%
Sep 30, 24
10 Champlain Investment Partners, LLC 1.62M (4.00%) -5.34K
Decreased by -0.33%
Sep 30, 24
11 Manufacturers Life Insurance Co 1.53M (3.78%) 192.47K
Increased by +12.55%
Sep 30, 24
12 FMR Inc 1.53M (3.78%) 970.29K
Increased by +63.32%
Mar 31, 24
13 Brown Advisory Holdings Inc 1.46M (3.61%) 15.34K
Increased by +1.05%
Sep 30, 24
14 Federated Hermes Inc 1.35M (3.34%) 0.00
Increased by 0.00%
Sep 30, 24
15 GW&K Investment Management, LLC 1.20M (2.95%) 660.19K
Increased by +55.21%
Sep 30, 24
16 Franklin Resources Inc 1.11M (2.75%) 136.87K
Increased by +12.28%
Sep 30, 24
17 Loomis, Sayles & Company LP 1.05M (2.58%) 235.10K
Increased by +22.43%
Jun 30, 24
18 Granahan Investment Management Inc.. 1.03M (2.54%) 357.75K
Increased by +34.69%
Sep 30, 24
19 Macquarie Group Ltd 913.55K (2.25%) -63.07K
Decreased by -6.90%
Mar 31, 24
20 Paralel Advisors LLC 900.00K (2.22%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS: US Equity Small Cap Growth 1.53M (3.78%) 0.00
Increased by 0.00%
Jun 30, 24
2 JHancock Small Cap Core NAV 1.43M (3.53%) 114.88K
Increased by +8.02%
Sep 30, 24
3 Federated Hermes Kaufmann Small Cap A 1.35M (3.34%) 0.00
Increased by 0.00%
Sep 30, 24
4 Federated Hermes Kaufmann Small Cap Grow 1.35M (3.34%) 0.00
Increased by 0.00%
Sep 30, 24
5 Champlain Small Company Fund, LLC 1.34M (3.29%) 184.67K
Increased by +13.82%
Oct 31, 24
6 JPMorgan Small Cap Growth A 1.10M (2.70%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Total Stock Mkt Idx Inv 1.05M (2.58%) 0.00
Increased by 0.00%
Oct 31, 24
8 SRH Total Return Fund 900.00K (2.22%) 0.00
Increased by 0.00%
Oct 31, 24
9 iShares Russell 2000 ETF 825.00K (2.03%) -1.72K
Decreased by -0.21%
Nov 27, 24
10 Neuberger Berman Long Short Instl 811.96K (2.00%) 42.19K
Increased by +5.20%
Oct 31, 24
11 American Funds SMALLCAP World A 670.82K (1.65%) 0.00
Increased by 0.00%
Jun 30, 24
12 Loomis Sayles Small Cap Growth Instl 603.35K (1.49%) 0.00
Increased by 0.00%
Aug 31, 24
13 Champlain Small Company Adv 600.00K (1.48%) -50.00K
Decreased by -8.33%
Sep 30, 24
14 Fidelity VIP Mid Cap Initial 536.20K (1.32%) 0.00
Increased by 0.00%
Mar 31, 24
15 Buffalo Small Cap 530.86K (1.31%) -62.85K
Decreased by -11.84%
Mar 31, 24
16 Stephens Small Cap Growth 503.68K (1.24%) 125.45K
Increased by +24.91%
Sep 30, 24
17 Fidelity Small Cap Growth 499.10K (1.23%) -21.40K
Decreased by -4.29%
May 31, 24
18 Brown Advisory Small-Cap Growth Inv 494.43K (1.22%) 0.00
Increased by 0.00%
Oct 31, 24
19 ClearBridge Small Cap 487.70K (1.20%) 487.70K
Increased by +100.00%
Oct 31, 24
20 Buffalo Small Cap Growth 477.64K (1.18%) 0.00
Increased by 0.00%
Sep 30, 24