Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.07%
2 EWX 0.02%
3 IWO 0.02%
4 IWM 0.01%
5 SPEM 0.01%
6 DFEM 0.01%
7 IEMG 0.00%
8 EEMS 0.00%
9 IXUS 0.00%
10 IWV 0.00%
11 DFAE 0.00%
12 DFSE 0.00%
13 AVEM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Needham Investment Management, LLC 2.81M (9.33%) 67.50K
Increased by +2.40%
Mar 31, 25
2 BlackRock Inc 1.87M (6.19%) 32.17K
Increased by +1.72%
Mar 31, 25
3 Franklin Resources Inc 1.49M (4.96%) 35.00
Increased by +0.00%
Mar 31, 25
4 Vanguard Group Inc 1.47M (4.87%) -13.11K
Decreased by -0.89%
Mar 31, 25
5 Samjo Management LLC 991.30K (3.29%) -165.95K
Decreased by -16.74%
Mar 31, 25
6 Acadian Asset Management LLC 900.72K (2.99%) 900.58K
Increased by +99.98%
Mar 31, 25
7 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 722.84K (2.40%) -814.63K
Decreased by -112.70%
Dec 31, 23
8 Geode Capital Management, LLC 622.74K (2.07%) 25.88K
Increased by +4.16%
Mar 31, 25
9 Westerly Capital Management LLC 594.05K (1.97%) 344.05K
Increased by +57.92%
Mar 31, 25
10 Silvercrest Asset Management Group LLC 577.72K (1.92%) -132.52K
Decreased by -22.94%
Mar 31, 25
11 Granahan Investment Management Inc.. 496.92K (1.65%) -30.39K
Decreased by -6.11%
Sep 30, 24
12 State Street Corp 424.65K (1.41%) 8.38K
Increased by +1.97%
Mar 31, 25
13 Next Century Growth Investors LLC 407.72K (1.35%) 129.14K
Increased by +31.67%
Mar 31, 25
14 Federated Hermes Inc 327.12K (1.09%) 161.24K
Increased by +49.29%
Mar 31, 25
15 G2 Investment Partners Management LLC 322.16K (1.07%) 47.51K
Increased by +14.75%
Mar 31, 25
16 State Of Wisconsin Investment Board 317.70K (1.05%) 27.61K
Increased by +8.69%
Mar 31, 25
17 Herald Investment Management Ltd 300.00K (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
18 Arrowstreet Capital Limited Partnership 294.88K (0.98%) 170.06K
Increased by +57.67%
Mar 31, 25
19 THAMES CAPITAL MANAGEMENT LLC 293.97K (0.98%) 0.00
Increased by 0.00%
Mar 31, 25
20 Essex Investment Management Company, LLC 284.04K (0.94%) -2.20K
Decreased by -0.78%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Needham Aggressive Growth Retail 2.40M (7.97%) 67.50K
Increased by +2.81%
Mar 31, 25
2 Franklin US Small-Mid Cap Growth Equity 1.93M (6.41%) 604.14K
Increased by +31.26%
Mar 31, 25
3 Franklin Small-Mid Cap Growth A 1.33M (4.43%) 6.20K
Increased by +0.46%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 845.88K (2.81%) 0.00
Increased by 0.00%
May 31, 25
5 iShares Russell 2000 ETF 707.90K (2.35%) 0.00
Increased by 0.00%
May 31, 25
6 Needham Small Cap Growth Retail 410.00K (1.36%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 407.33K (1.35%) 0.00
Increased by 0.00%
May 31, 25
8 Herald Ord 300.00K (1.00%) 0.00
Increased by 0.00%
Dec 31, 24
9 Fidelity Small Cap Index 287.72K (0.95%) 9.62K
Increased by +3.34%
Mar 31, 25
10 Eventide Exponential Technologies I 278.89K (0.93%) -38.53K
Decreased by -13.81%
Mar 31, 25
11 iShares Russell 2000 Growth ETF 253.35K (0.84%) 0.00
Increased by 0.00%
May 31, 25
12 Timpani Small Cap Growth Equity 227.05K (0.75%) -18.86K
Decreased by -8.31%
Sep 30, 23
13 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 180.19K (0.60%) -43.13K
Decreased by -23.94%
Jan 31, 24
14 Silvercrest U.S. Small Cap Growth 178.49K (0.59%) -39.45K
Decreased by -22.10%
Mar 31, 25
15 Franklin Small Mid Cap Growth VIP 1 147.10K (0.49%) 0.00
Increased by 0.00%
May 31, 25
16 Vanguard Russell 2000 ETF 145.04K (0.48%) 1.27K
Increased by +0.88%
May 31, 25
17 Federated Hermes MDT SCC Institutional 144.06K (0.48%) 71.01K
Increased by +49.30%
Mar 31, 25
18 Federated Hermes MDT Small Cap Core IS 144.06K (0.48%) 71.01K
Increased by +49.30%
Mar 31, 25
19 Fidelity Extended Market Index 138.53K (0.46%) -1.32K
Decreased by -0.96%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 133.14K (0.44%) 55.85K
Increased by +41.95%
May 31, 25