Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 3.94%
2 PFUT 1.24%
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 VTWG 0.05%
17 FYX 0.05%
18 FDIS 0.05%
19 RFLR 0.04%
20 VCR 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Advent International Corp 34.09M (59.31%) 0.00
Increased by 0.00%
Dec 31, 23
2 Advent International LP 14.69M (25.56%) -4.50M
Decreased by -30.63%
Jun 30, 25
3 FMR Inc 5.40M (9.39%) 2.85M
Increased by +52.88%
Dec 31, 25
4 Bank of New York Mellon Corp 3.96M (6.89%) 1.95M
Increased by +49.17%
Mar 31, 26
5 BlackRock Inc 3.73M (6.49%) 608.51K
Increased by +16.32%
Dec 31, 25
6 Neuberger Berman Group LLC 3.57M (6.22%) 464.66K
Increased by +13.00%
Mar 31, 26
7 Vanguard Group Inc 3.32M (5.78%) 432.63K
Increased by +13.03%
Dec 31, 25
8 Dimensional Fund Advisors, Inc. 3.08M (5.37%) 508.70K
Increased by +16.49%
Mar 31, 26
9 Woodline Partners LP 2.14M (3.72%) 838.78K
Increased by +39.23%
Dec 31, 25
10 Riverbridge Partners LLC 2.09M (3.64%) 995.67K
Increased by +47.60%
Mar 31, 26
11 Gilder Gagnon Howe & CO LLC 2.08M (3.62%) -64.14K
Decreased by -3.08%
Dec 31, 25
12 GW&K Investment Management, LLC 2.03M (3.54%) 311.94K
Increased by +15.35%
Dec 31, 25
13 JPMorgan Chase & Co 1.88M (3.28%) -2.07M
Decreased by -110.05%
Dec 31, 25
14 Loomis, Sayles & Company LP 1.86M (3.23%) 131.45K
Increased by +7.08%
Dec 31, 25
15 Manufacturers Life Insurance Co 1.85M (3.22%) 98.50K
Increased by +5.32%
Dec 31, 25
16 Foxhaven Asset Management, LP 1.85M (3.22%) -68.81K
Decreased by -3.72%
Mar 31, 25
17 Stephens Inv Mgmt Group LLC 1.66M (2.89%) 292.75K
Increased by +17.64%
Mar 31, 26
18 Marshall Wace Asset Management Ltd 1.64M (2.86%) 438.10K
Increased by +26.69%
Sep 30, 25
19 Lazard Asset Management LLC 1.63M (2.83%) -502.70K
Decreased by -30.90%
Dec 31, 25
20 12 West Capital Management LP 1.49M (2.59%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JHancock Small Cap Core NAV 2.58M (4.50%) 661.50K
Increased by +25.60%
Mar 31, 26
2 Neuberger Long Short Instl 2.12M (3.69%) 70.77K
Increased by +3.33%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 1.82M (3.17%) 0.00
Increased by 0.00%
Mar 31, 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%
Mar 31, 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 1.53M (2.66%) 541.68K
Increased by +35.40%
Mar 31, 26
8 iShares Russell 2000 ETF 1.41M (2.46%) 11.89K
Increased by +0.84%
Apr 30, 26
9 Fidelity Trend 1.31M (2.28%) 0.00
Increased by 0.00%
Feb 28, 26
10 Fidelity Growth Strategies 1.25M (2.17%) -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 Champlain Small Company Fund, LLC 781.11K (1.36%) 27.80K
Increased by +3.56%
Apr 30, 26
17 Penn Capital Small Cap Equity 760.42K (1.32%) 69.77K
Increased by +9.18%
Apr 30, 26
18 DFA US Small Cap Value I 741.44K (1.29%) 184.99K
Increased by +24.95%
Mar 31, 26
19 American Funds SMALLCAP World A 670.82K (1.17%) 0.00
Increased by 0.00%
Jun 30, 24
20 Old Westbury Small & Mid Cap Strategies 620.00K (1.08%) 0.00
Increased by 0.00%
Oct 31, 25