Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AVRY 4.27%
2 EATZ 3.94%
3 PFUT 1.24%
4 MMSC 0.66%
5 RYJ 0.60%
6 FYC 0.49%
7 BOUT 0.38%
8 RUSC 0.34%
9 USVM 0.23%
10 DBSC 0.23%
11 HAPS 0.20%
12 TPSC 0.15%
13 CSF 0.12%
14 CSA 0.12%
15 IWC 0.10%
16 DFSV 0.06%
17 IWN 0.05%
18 FYX 0.05%
19 FDIS 0.05%
20 RFLR 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Advent International Corp 34.09M (59.35%) 0.00
Increased by 0.00%
Dec 31, 23
2 Advent International LP 14.69M (25.58%) -4.50M
Decreased by -30.63%
Jun 30, 25
3 BlackRock Inc 4.07M (7.09%) 343.04K
Increased by +8.42%
Mar 31, 26
4 Bank of New York Mellon Corp 3.96M (6.89%) 1.95M
Increased by +49.17%
Mar 31, 26
5 Neuberger Berman Group LLC 3.57M (6.22%) 464.66K
Increased by +13.00%
Mar 31, 26
6 Manufacturers Life Insurance Co 3.36M (5.85%) 1.51M
Increased by +44.88%
Mar 31, 26
7 Vanguard Group Inc 3.32M (5.78%) 432.63K
Increased by +13.03%
Dec 31, 25
8 Millennium Management LLC 3.23M (5.63%) 3.17M
Increased by +98.23%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 3.08M (5.37%) 508.70K
Increased by +16.49%
Mar 31, 26
10 Vanguard Capital Management, LLC 2.40M (4.18%) 2.40M
Increased by +100.00%
Mar 31, 26
11 Woodline Partners LP 2.14M (3.72%) 838.78K
Increased by +39.23%
Dec 31, 25
12 Riverbridge Partners LLC 2.09M (3.64%) 995.67K
Increased by +47.60%
Mar 31, 26
13 Gilder Gagnon Howe & CO LLC 2.08M (3.62%) -64.14K
Decreased by -3.08%
Dec 31, 25
14 FMR Inc 2.00M (3.47%) -3.40M
Decreased by -170.62%
Mar 31, 26
15 GW&K Investment Management, LLC 1.96M (3.41%) -73.46K
Decreased by -3.75%
Mar 31, 26
16 JPMorgan Chase & Co 1.88M (3.28%) -2.07M
Decreased by -110.05%
Dec 31, 25
17 Loomis, Sayles & Company LP 1.86M (3.23%) 131.45K
Increased by +7.08%
Dec 31, 25
18 Foxhaven Asset Management, LP 1.85M (3.22%) -68.81K
Decreased by -3.72%
Mar 31, 25
19 Lazard Asset Management LLC 1.78M (3.10%) 154.02K
Increased by +8.65%
Mar 31, 26
20 Stephens Inv Mgmt Group LLC 1.66M (2.89%) 292.75K
Increased by +17.64%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JHancock Small Cap Core NAV 2.76M (4.80%) 171.54K
Increased by +6.23%
Apr 30, 26
2 Neuberger Long Short Instl 2.04M (3.55%) -83.17K
Decreased by -4.08%
Apr 30, 26
3 Vanguard Total Stock Mkt Idx Inv 1.82M (3.17%) 0.00
Increased by 0.00%
Apr 30, 26
4 Stephens Small Cap Growth 1.66M (2.89%) 292.75K
Increased by +17.64%
Mar 31, 26
5 Fidelity VIP Mid Cap Initial 1.63M (2.84%) 0.00
Increased by 0.00%
Apr 30, 26
6 UBS: US Equity Small Cap Growth 1.53M (2.67%) 0.00
Increased by 0.00%
Sep 30, 24
7 BNY Mellon Sm/Md Cp Gr I 1.47M (2.55%) -64.96K
Decreased by -4.43%
Apr 30, 26
8 iShares Russell 2000 ETF 1.43M (2.48%) 13.16K
Increased by +0.92%
May 29, 26
9 Fidelity Trend 1.31M (2.29%) 0.00
Increased by 0.00%
Feb 28, 26
10 Fidelity Growth Strategies 1.25M (2.18%) -49.90K
Decreased by -3.99%
Feb 28, 26
11 Fidelity Small Cap Growth 1.18M (2.06%) 0.00
Increased by 0.00%
Jan 31, 26
12 Neuberger Berman Long Short Instl 1.13M (1.97%) -320.29K
Decreased by -28.26%
Jul 31, 25
13 JPMorgan Small Cap Growth A 999.95K (1.74%) -61.27K
Decreased by -6.13%
Dec 31, 25
14 Loomis Sayles Small Cap Growth Instl 976.67K (1.70%) -31.69K
Decreased by -3.24%
Feb 28, 26
15 SRH Total Return Fund 900.00K (1.57%) 0.00
Increased by 0.00%
Mar 31, 26
16 DFA US Small Cap Value I 783.43K (1.36%) 41.99K
Increased by +5.36%
Apr 30, 26
17 Champlain Small Company Fund, LLC 779.24K (1.36%) -1.88K
Decreased by -0.24%
May 31, 26
18 Penn Capital Small Cap Equity 760.42K (1.32%) 0.00
Increased by 0.00%
May 31, 26
19 Hodges Retail 700.00K (1.22%) 375.00K
Increased by +53.57%
Mar 31, 26
20 American Funds SMALLCAP World A 670.82K (1.17%) 0.00
Increased by 0.00%
Jun 30, 24