Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.05%
2 EWX 0.02%
3 IWO 0.02%
4 SPEM 0.01%
5 IWM 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 2.75M (9.36%) 10.00K
Increased by +0.36%
Dec 31, 24
2 BlackRock Inc 1.83M (6.25%) 83.87K
Increased by +4.57%
Dec 31, 24
3 Franklin Resources Inc 1.49M (5.10%) 2.79K
Increased by +0.19%
Dec 31, 24
4 Vanguard Group Inc 1.48M (5.05%) 119.63K
Increased by +8.07%
Dec 31, 24
5 Samjo Management LLC 1.16M (3.95%) 10.00K
Increased by +0.86%
Dec 31, 24
6 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 722.84K (2.47%) -814.63K
Decreased by -112.70%
Dec 31, 23
7 Silvercrest Asset Management Group LLC 710.23K (2.42%) -6.65K
Decreased by -0.94%
Dec 31, 24
8 Geode Capital Management, LLC 596.86K (2.04%) -258.00
Decreased by -0.04%
Dec 31, 24
9 Acadian Asset Management LLC 534.47K (1.82%) 117.31K
Increased by +21.95%
Mar 31, 24
10 Granahan Investment Management Inc.. 496.92K (1.69%) -30.39K
Decreased by -6.11%
Sep 30, 24
11 State Street Corp 416.27K (1.42%) 5.70K
Increased by +1.37%
Dec 31, 24
12 Eventide Asset Management, LLC 317.63K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
13 Herald Investment Management Ltd 300.00K (1.02%) 0.00
Increased by 0.00%
Dec 31, 24
14 THAMES CAPITAL MANAGEMENT LLC 293.97K (1.00%) 0.00
Increased by 0.00%
Dec 31, 24
15 State Of Wisconsin Investment Board 290.08K (0.99%) 54.65K
Increased by +18.84%
Dec 31, 24
16 Essex Investment Management Company, LLC 286.24K (0.98%) -38.05K
Decreased by -13.29%
Dec 31, 24
17 Next Century Growth Investors LLC 278.58K (0.95%) -205.00
Decreased by -0.07%
Dec 31, 24
18 G2 Investment Partners Management LLC 274.65K (0.94%) 274.65K
Increased by +100.00%
Dec 31, 24
19 Susquehanna International Group, LLP 264.26K (0.90%) 68.49K
Increased by +25.92%
Mar 31, 24
20 Jacobs Levy Equity Management, Inc. 253.21K (0.86%) 67.41K
Increased by +26.62%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Needham Aggressive Growth Retail 2.40M (8.19%) 67.50K
Increased by +2.81%
Mar 31, 25
2 Franklin US Small-Mid Cap Growth Equity 1.93M (6.59%) 604.14K
Increased by +31.26%
Mar 31, 25
3 Franklin Small-Mid Cap Growth A 1.33M (4.53%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 807.90K (2.76%) 0.00
Increased by 0.00%
Mar 31, 25
5 iShares Russell 2000 ETF 698.93K (2.38%) 118.00
Increased by +0.02%
Apr 30, 25
6 Needham Small Cap Growth Retail 410.00K (1.40%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 407.33K (1.39%) 0.00
Increased by 0.00%
Mar 31, 25
8 Eventide Exponential Technologies I 317.42K (1.08%) 0.00
Increased by 0.00%
Dec 31, 24
9 Herald Ord 300.00K (1.02%) 0.00
Increased by 0.00%
Sep 30, 24
10 Fidelity Small Cap Index 278.10K (0.95%) 1.03K
Increased by +0.37%
Feb 28, 25
11 iShares Russell 2000 Growth ETF 261.41K (0.89%) 0.00
Increased by 0.00%
Apr 30, 25
12 Timpani Small Cap Growth Equity 227.05K (0.77%) -18.86K
Decreased by -8.31%
Sep 30, 23
13 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 180.19K (0.61%) -43.13K
Decreased by -23.94%
Jan 31, 24
14 Silvercrest U.S. Small Cap Growth 178.49K (0.61%) -39.45K
Decreased by -22.10%
Mar 31, 25
15 Franklin Small Mid Cap Growth VIP 1 147.10K (0.50%) 0.00
Increased by 0.00%
Mar 31, 25
16 Federated Hermes MDT Small Cap Core IS 144.06K (0.49%) 71.01K
Increased by +49.30%
Mar 31, 25
17 Fidelity Extended Market Index 139.86K (0.48%) 3.49K
Increased by +2.50%
Mar 31, 25
18 Vanguard Russell 2000 ETF 135.87K (0.46%) 6.69K
Increased by +4.92%
Mar 31, 25
19 Federated Hermes Prudent Bear A 130.00K (0.44%) 10.00K
Increased by +7.69%
Sep 30, 23
20 Federated Hermes MDT Small Cap Growth IS 123.62K (0.42%) 63.38K
Increased by +51.27%
Mar 31, 25