Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.06%
2 EWX 0.02%
3 IWN 0.02%
4 SPEM 0.01%
5 IWM 0.01%
6 DFEM 0.01%
7 IEMG 0.00%
8 IWO 0.00%
9 EEMS 0.00%
10 IXUS 0.00%
11 IWV 0.00%
12 DFAE 0.00%
13 DFSE 0.00%
14 AVEM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Needham Investment Management, LLC 2.96M (9.50%) 142.50K
Increased by +4.82%
Jun 30, 25
2 BlackRock Inc 1.87M (6.00%) 32.17K
Increased by +1.72%
Mar 31, 25
3 Franklin Resources Inc 1.64M (5.26%) 142.94K
Increased by +8.73%
Jun 30, 25
4 Vanguard Group Inc 1.47M (4.74%) 4.86K
Increased by +0.33%
Jun 30, 25
5 Samjo Management LLC 919.30K (2.96%) -72.00K
Decreased by -7.83%
Jun 30, 25
6 Acadian Asset Management LLC 900.72K (2.90%) 900.58K
Increased by +99.98%
Mar 31, 25
7 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 722.84K (2.32%) -814.63K
Decreased by -112.70%
Dec 31, 23
8 Westerly Capital Management LLC 680.00K (2.19%) 85.95K
Increased by +12.64%
Jun 30, 25
9 Geode Capital Management, LLC 622.74K (2.00%) 25.88K
Increased by +4.16%
Mar 31, 25
10 Silvercrest Asset Management Group LLC 577.72K (1.86%) -132.52K
Decreased by -22.94%
Mar 31, 25
11 Granahan Investment Management Inc.. 496.92K (1.60%) -30.39K
Decreased by -6.11%
Sep 30, 24
12 State Street Corp 424.65K (1.37%) 8.38K
Increased by +1.97%
Mar 31, 25
13 Next Century Growth Investors LLC 397.17K (1.28%) -10.55K
Decreased by -2.66%
Jun 30, 25
14 Jacobs Levy Equity Management, Inc. 348.88K (1.12%) 99.37K
Increased by +28.48%
Jun 30, 25
15 Arrowstreet Capital Limited Partnership 320.33K (1.03%) 25.45K
Increased by +7.94%
Jun 30, 25
16 Federated Hermes Inc 318.45K (1.02%) -8.66K
Decreased by -2.72%
Jun 30, 25
17 State Of Wisconsin Investment Board 317.70K (1.02%) 0.00
Increased by 0.00%
Jun 30, 25
18 Herald Investment Management Ltd 300.00K (0.96%) 0.00
Increased by 0.00%
Jun 30, 25
19 THAMES CAPITAL MANAGEMENT LLC 293.97K (0.95%) 0.00
Increased by 0.00%
Jun 30, 25
20 G2 Investment Partners Management LLC 291.98K (0.94%) -30.18K
Decreased by -10.34%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Needham Aggressive Growth Retail 2.42M (7.78%) 17.50K
Increased by +0.72%
Jun 30, 25
2 Franklin US Small-Mid Cap Growth Equity 1.64M (5.26%) -295.29K
Decreased by -18.04%
Jun 30, 25
3 Franklin Small-Mid Cap Growth A 1.46M (4.68%) 0.00
Increased by 0.00%
Jul 31, 25
4 Vanguard Total Stock Mkt Idx Inv 827.62K (2.66%) -18.25K
Decreased by -2.21%
Jul 31, 25
5 iShares Russell 2000 ETF 692.40K (2.23%) -7.75K
Decreased by -1.12%
Aug 29, 25
6 Needham Small Cap Growth Retail 535.00K (1.72%) 125.00K
Increased by +23.36%
Jun 30, 25
7 Herald Ord 300.00K (0.96%) 0.00
Increased by 0.00%
Mar 31, 25
8 Fidelity Small Cap Index 280.32K (0.90%) -10.22K
Decreased by -3.65%
Jun 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 279.82K (0.90%) -127.51K
Decreased by -45.57%
Jul 31, 25
10 iShares Russell 2000 Growth ETF 253.35K (0.81%) 0.00
Increased by 0.00%
May 31, 25
11 Timpani Small Cap Growth Equity 227.05K (0.73%) -18.86K
Decreased by -8.31%
Sep 30, 23
12 iShares Russell 2000 Value ETF 221.94K (0.71%) -492.00
Decreased by -0.22%
Aug 29, 25
13 Silvercrest U.S. Small Cap Growth 218.01K (0.70%) 39.52K
Increased by +18.13%
Jun 30, 25
14 Eventide Exponential Technologies I 195.16K (0.63%) -83.73K
Decreased by -42.90%
Jun 30, 25
15 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 180.19K (0.58%) -43.13K
Decreased by -23.94%
Jan 31, 24
16 Franklin Small Mid Cap Growth VIP 1 161.80K (0.52%) 0.00
Increased by 0.00%
Jul 31, 25
17 Federated Hermes MDT SCC Institutional 144.06K (0.46%) 0.00
Increased by 0.00%
Jun 30, 25
18 Federated Hermes MDT Small Cap Core IS 144.06K (0.46%) 0.00
Increased by 0.00%
Jun 30, 25
19 Fidelity Extended Market Index 139.65K (0.45%) 2.09K
Increased by +1.50%
Jul 31, 25
20 Vanguard Russell 2000 ETF 134.20K (0.43%) -9.38K
Decreased by -6.99%
Jul 31, 25