Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 EWX 0.02%
3 EEMS 0.01%
4 SPEM 0.01%
5 DFEM 0%
6 IEMG 0%
7 IXUS 0%
8 DFAE 0%
9 AVEM 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 1.54M (6.53%) 73.08K
Increased by +4.75%
Sep 30, 23
2 Franklin Resources Inc 1.48M (6.29%) 6K
Increased by +0.41%
Sep 30, 23
3 Vanguard Group Inc 978.35K (4.15%) 33.62K
Increased by +3.44%
Sep 30, 23
4 Granahan Investment Management Inc.. 882.23K (3.75%) 291.61K
Increased by +33.05%
Sep 30, 23
5 Eventide Asset Management, LLC 399.02K (1.69%) 249
Increased by +0.06%
Sep 30, 23
6 Silvercrest Asset Management Group LLC 392.63K (1.67%) 392.63K
Increased by +100%
Sep 30, 23
7 Acadian Asset Management LLC 368.22K (1.56%) 166.21K
Increased by +45.14%
Sep 30, 23
8 Needham Investment Management, LLC 350K (1.49%) 285K
Increased by +81.43%
Sep 30, 23
9 THAMES CAPITAL MANAGEMENT LLC 293.97K (1.25%) 293.97K
Increased by +100%
Sep 30, 23
10 Roubaix Capital, LLC 254.74K (1.08%) 110.92K
Increased by +43.54%
Sep 30, 23
11 BlackRock Inc 250.47K (1.06%) -2K
Decreased by -0.8%
Sep 30, 23
12 Herald Investment Management Ltd 237.18K (1.01%) 0
Increased by 0%
Sep 30, 23
13 Penn Capital Management Company LLC 234.79K (1%) 234.79K
Increased by +100%
Sep 30, 23
14 G2 Investment Partners Management LLC 225.04K (0.96%) 35K
Increased by +15.55%
Sep 30, 23
15 Jacobs Levy Equity Management, Inc. 211.01K (0.9%) 80.78K
Increased by +38.28%
Sep 30, 23
16 Millennium Management LLC 205.85K (0.87%) -15.66K
Decreased by -7.61%
Sep 30, 23
17 Ameriprise Financial Inc 201.48K (0.86%) 42.76K
Increased by +21.22%
Sep 30, 23
18 Geode Capital Management, LLC 195.92K (0.83%) 8.32K
Increased by +4.25%
Sep 30, 23
19 Westerly Capital Management LLC 150K (0.64%) -45K
Decreased by -30%
Sep 30, 23
20 Susquehanna International Group, LLP 149.6K (0.64%) -25.91K
Decreased by -17.32%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Small-Mid Cap Growth A 1.32M (5.62%) 0
Increased by 0%
Dec 31, 23
2 Franklin US Small-Mid Cap Growth Equity 1.32M (5.62%) 0
Increased by 0%
Dec 31, 23
3 Vanguard Total Stock Mkt Idx Inv 816.27K (3.47%) 0
Increased by 0%
Dec 31, 23
4 Needham Aggressive Growth Retail 600K (2.55%) 400K
Increased by +66.67%
Dec 31, 23
5 Needham Small Cap Growth Retail 410K (1.74%) 260K
Increased by +63.41%
Dec 31, 23
6 Eventide Exponential Technologies I 398.77K (1.69%) 0
Increased by 0%
Sep 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 286.89K (1.22%) 2.49K
Increased by +0.87%
Dec 31, 23
8 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 285.48K (1.21%) 0
Increased by 0%
Oct 31, 23
9 Herald Ord 237.18K (1.01%) 0
Increased by 0%
Sep 30, 23
10 Timpani Small Cap Growth Equity 227.05K (0.96%) -18.86K
Decreased by -8.31%
Sep 30, 23
11 Silvercrest U.S. Small Cap Growth 181.77K (0.77%) 55.86K
Increased by +30.73%
Dec 31, 23
12 Franklin Small Mid Cap Growth VIP 1 146.1K (0.62%) 0
Increased by 0%
Dec 31, 23
13 Federated Hermes Prudent Bear A 130K (0.55%) 10K
Increased by +7.69%
Sep 30, 23
14 Penn Capital Micro Cap Equity 121.06K (0.51%) 22.73K
Increased by +18.77%
Oct 31, 23
15 Federated Hermes Alternative Bear Eq. 120K (0.51%) 0
Increased by 0%
Jun 30, 23
16 Granahan Inv Mgt Sm-Cap Core Gr 119.92K (0.51%) -28.48K
Decreased by -23.75%
Dec 31, 23
17 Victory Small Cap Stock 119.92K (0.51%) -28.48K
Decreased by -23.75%
Dec 31, 23
18 Fidelity® Extended Market Index 114.03K (0.48%) 6.7K
Increased by +5.88%
Nov 30, 23
19 Fidelity Extended Market Index 113.74K (0.48%) -286
Decreased by -0.25%
Dec 31, 23
20 Empower Small Cap Value/Kennedy SP 95K (0.4%) -2.31K
Decreased by -2.43%
Jun 30, 23