Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.10%
2 IWN 0.03%
3 EWX 0.02%
4 IWM 0.02%
5 SPEM 0.01%
6 DFEM 0.01%
7 IEMG 0.00%
8 IWO 0.00%
9 EEMS 0.00%
10 ITOT 0.00%
11 IWV 0.00%
12 IXUS 0.00%
13 DFAE 0.00%
14 DFSE 0.00%
15 AVEM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Needham Investment Management, LLC 3.41M (9.77%) 86.50K
Increased by +2.54%
Dec 31, 25
2 BlackRock Inc 1.91M (5.48%) 96.33K
Increased by +5.03%
Sep 30, 25
3 Vanguard Group Inc 1.85M (5.31%) 258.27K
Increased by +13.94%
Dec 31, 25
4 Franklin Resources Inc 1.64M (4.70%) 4.21K
Increased by +0.26%
Sep 30, 25
5 Westerly Capital Management LLC 1.43M (4.08%) 745.00K
Increased by +52.28%
Sep 30, 25
6 Acadian Asset Management LLC 1.05M (3.00%) 1.05M
Increased by +99.75%
Sep 30, 25
7 Samjo Management LLC 1.03M (2.94%) -411.90K
Decreased by -40.10%
Dec 31, 25
8 Nuveen, LLC 737.28K (2.11%) 661.45K
Increased by +89.72%
Dec 31, 25
9 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 722.84K (2.07%) -814.63K
Decreased by -112.70%
Dec 31, 23
10 Geode Capital Management, LLC 716.48K (2.05%) 63.73K
Increased by +8.89%
Sep 30, 25
11 State Street Corp 544.95K (1.56%) 38.37K
Increased by +7.04%
Sep 30, 25
12 Silvercrest Asset Management Group LLC 512.92K (1.47%) 1.42K
Increased by +0.28%
Dec 31, 25
13 Granahan Investment Management Inc.. 496.92K (1.42%) -30.39K
Decreased by -6.11%
Sep 30, 24
14 Next Century Growth Investors LLC 493.37K (1.41%) -1.94K
Decreased by -0.39%
Dec 31, 25
15 The Goldman Sachs Group Inc 413.83K (1.19%) 336.39K
Increased by +81.29%
Sep 30, 25
16 Millennium Management LLC 407.92K (1.17%) -72.60K
Decreased by -17.80%
Sep 30, 25
17 Algert Global LLC 402.91K (1.15%) 180.16K
Increased by +44.71%
Dec 31, 25
18 G2 Investment Partners Management LLC 400.11K (1.15%) -13.40K
Decreased by -3.35%
Dec 31, 25
19 Herald Investment Management Ltd 400.00K (1.15%) 0.00
Increased by 0.00%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 382.41K (1.10%) 7.69K
Increased by +2.01%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Needham Aggressive Growth Retail 2.76M (7.91%) 111.50K
Increased by +4.04%
Dec 31, 25
2 Franklin Small-Mid Cap Growth A 1.46M (4.17%) 0.00
Increased by 0.00%
Jan 31, 26
3 Franklin US Small-Mid Cap Growth Equity 1.46M (4.17%) 0.00
Increased by 0.00%
Dec 31, 25
4 Vanguard Total Stock Mkt Idx Inv 961.14K (2.75%) 24.10K
Increased by +2.51%
Jan 31, 26
5 iShares Russell 2000 ETF 738.02K (2.11%) 409.14K
Increased by +55.44%
Feb 28, 26
6 Needham Small Cap Growth Retail 650.00K (1.86%) -25.00K
Decreased by -3.85%
Dec 31, 25
7 Nuveen Quant Small Cap Equity R6 470.40K (1.35%) -4.07K
Decreased by -0.87%
Dec 31, 25
8 Herald Ord 400.00K (1.15%) 100.00K
Increased by +25.00%
Sep 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 338.69K (0.97%) 1.71K
Increased by +0.50%
Jan 31, 26
10 Fidelity Small Cap Index 298.37K (0.85%) 6.45K
Increased by +2.16%
Dec 31, 25
11 iShares Russell 2000 Growth ETF 253.35K (0.73%) 0.00
Increased by 0.00%
May 31, 25
12 North Square Dynamic Small Cap I 245.73K (0.70%) 122.48K
Increased by +49.84%
Dec 31, 25
13 iShares Russell 2000 Value ETF 234.80K (0.67%) 234.80K
Increased by +100.00%
Feb 28, 26
14 Timpani Small Cap Growth Equity 227.05K (0.65%) -18.86K
Decreased by -8.31%
Sep 30, 23
15 Eventide Exponential Technologies I 195.16K (0.56%) -83.73K
Decreased by -42.90%
Jun 30, 25
16 IMC US Small Cap 182.36K (0.52%) 0.00
Increased by 0.00%
Jan 31, 26
17 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 180.19K (0.52%) -43.13K
Decreased by -23.94%
Jan 31, 24
18 CREF Total Global Stock Account R3 179.37K (0.51%) 152.58K
Increased by +85.06%
Dec 31, 25
19 State StreetSPDRS&PSftwr&SvcsETF 179.01K (0.51%) 2.90K
Increased by +1.62%
Feb 27, 26
20 State St Russell Sm/Mid Cp® Indx SL Cl I 169.34K (0.49%) 0.00
Increased by 0.00%
Jan 31, 26