Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.12%
2 IWN 0.04%
3 EWX 0.02%
4 IWM 0.02%
5 SPEM 0.01%
6 DFEM 0.01%
7 IWO 0.00%
8 IEMG 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 2.96M (9.04%) 142.50K
Increased by +4.82%
Jun 30, 25
2 BlackRock Inc 1.82M (5.56%) -48.13K
Decreased by -2.65%
Jun 30, 25
3 Franklin Resources Inc 1.64M (5.01%) 142.94K
Increased by +8.73%
Jun 30, 25
4 Vanguard Group Inc 1.47M (4.51%) 4.86K
Increased by +0.33%
Jun 30, 25
5 Samjo Management LLC 919.30K (2.81%) -72.00K
Decreased by -7.83%
Jun 30, 25
6 Acadian Asset Management LLC 900.72K (2.76%) 900.58K
Increased by +99.98%
Mar 31, 25
7 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 722.84K (2.21%) -814.63K
Decreased by -112.70%
Dec 31, 23
8 Silvercrest Asset Management Group LLC 700.34K (2.14%) 122.62K
Increased by +17.51%
Jun 30, 25
9 Westerly Capital Management LLC 680.00K (2.08%) 85.95K
Increased by +12.64%
Jun 30, 25
10 Geode Capital Management, LLC 652.75K (2.00%) 30.02K
Increased by +4.60%
Jun 30, 25
11 State Street Corp 506.59K (1.55%) 81.94K
Increased by +16.17%
Jun 30, 25
12 Granahan Investment Management Inc.. 496.92K (1.52%) -30.39K
Decreased by -6.11%
Sep 30, 24
13 Millennium Management LLC 480.51K (1.47%) 199.78K
Increased by +41.58%
Jun 30, 25
14 Next Century Growth Investors LLC 397.17K (1.22%) -10.55K
Decreased by -2.66%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 374.72K (1.15%) 245.26K
Increased by +65.45%
Jun 30, 25
16 Jacobs Levy Equity Management, Inc. 348.88K (1.07%) 99.37K
Increased by +28.48%
Jun 30, 25
17 Arrowstreet Capital Limited Partnership 320.33K (0.98%) 25.45K
Increased by +7.94%
Jun 30, 25
18 Federated Hermes Inc 318.45K (0.97%) -8.66K
Decreased by -2.72%
Jun 30, 25
19 State Of Wisconsin Investment Board 317.70K (0.97%) 0.00
Increased by 0.00%
Jun 30, 25
20 Herald Investment Management Ltd 300.00K (0.92%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Needham Aggressive Growth Retail 2.42M (7.41%) 17.50K
Increased by +0.72%
Jun 30, 25
2 Franklin US Small-Mid Cap Growth Equity 1.64M (5.01%) -295.29K
Decreased by -18.04%
Jun 30, 25
3 Franklin Small-Mid Cap Growth A 1.46M (4.46%) 0.00
Increased by 0.00%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 827.62K (2.53%) -18.25K
Decreased by -2.21%
Jul 31, 25
5 iShares Russell 2000 ETF 692.40K (2.12%) 0.00
Increased by 0.00%
Aug 31, 25
6 Needham Small Cap Growth Retail 535.00K (1.64%) 125.00K
Increased by +23.36%
Jun 30, 25
7 Herald Ord 300.00K (0.92%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Small Cap Index 280.32K (0.86%) -10.22K
Decreased by -3.65%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 279.82K (0.86%) -127.51K
Decreased by -45.57%
Jul 31, 25
10 iShares Russell 2000 Growth ETF 253.35K (0.78%) 0.00
Increased by 0.00%
May 31, 25
11 Timpani Small Cap Growth Equity 227.05K (0.69%) -18.86K
Decreased by -8.31%
Sep 30, 23
12 iShares Russell 2000 Value ETF 221.94K (0.68%) 0.00
Increased by 0.00%
Aug 31, 25
13 Silvercrest U.S. Small Cap Growth 218.01K (0.67%) 39.52K
Increased by +18.13%
Jun 30, 25
14 Eventide Exponential Technologies I 195.16K (0.60%) -83.73K
Decreased by -42.90%
Jun 30, 25
15 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 180.19K (0.55%) -43.13K
Decreased by -23.94%
Jan 31, 24
16 Franklin Small Mid Cap Growth VIP 1 161.80K (0.50%) 0.00
Increased by 0.00%
Jul 31, 25
17 Federated Hermes MDT SCC Institutional 144.06K (0.44%) 0.00
Increased by 0.00%
Jun 30, 25
18 Federated Hermes MDT Small Cap Core IS 144.06K (0.44%) 0.00
Increased by 0.00%
Jun 30, 25
19 Fidelity Extended Market Index 139.65K (0.43%) 2.09K
Increased by +1.50%
Jul 31, 25
20 Vanguard Russell 2000 ETF 134.20K (0.41%) -9.38K
Decreased by -6.99%
Jul 31, 25