Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 5.62%
2 SGRW 2.56%
3 PTF 1.30%
4 PTEC 1.13%
5 XSW 0.88%
6 DWAS 0.64%
7 FYC 0.44%
8 RUSC 0.26%
9 IWC 0.16%
10 SQLV 0.13%
11 VFMO 0.10%
12 GSSC 0.07%
13 RFLR 0.04%
14 IWO 0.04%
15 VTWG 0.04%
16 VTWO 0.03%
17 JKK 0.03%
18 IWM 0.03%
19 ISCG 0.03%
20 IWMW 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Granahan Investment Management Inc.. 12.67M (15.02%) 1.08M
Increased by +8.56%
Mar 31, 26
2 BlackRock Inc 7.94M (9.40%) 383.66K
Increased by +4.83%
Mar 31, 26
3 Vanguard Group Inc 7.31M (8.67%) 62.07K
Increased by +0.85%
Dec 31, 25
4 FMR Inc 6.03M (7.15%) 2.77M
Increased by +45.86%
Dec 31, 24
5 Park West Asset Management LLC 5.10M (6.04%) 47.19K
Increased by +0.93%
Mar 31, 26
6 Villere St Denis J & Co Llc 4.98M (5.90%) -647.39K
Decreased by -13.01%
Sep 30, 23
7 D. E. Shaw & Co LP 4.36M (5.17%) 1.59M
Increased by +36.51%
Mar 31, 26
8 Vanguard Capital Management, LLC 4.35M (5.15%) 4.35M
Increased by +100.00%
Mar 31, 26
9 Gilder Gagnon Howe & CO LLC 4.17M (4.95%) -172.46K
Decreased by -4.13%
Mar 31, 26
10 Catalytic Wealth RIA LLC 4.08M (4.83%) 4.08M
Increased by +100.00%
Mar 31, 26
11 Fidelity National Title Group, Inc. 3.47M (4.11%) 0.00
Increased by 0.00%
Sep 30, 24
12 The Goldman Sachs Group Inc 3.38M (4.01%) 2.79M
Increased by +82.38%
Mar 31, 26
13 Falcon Edge Capital LP 2.84M (3.36%) 0.00
Increased by 0.00%
Sep 30, 23
14 Divisadero Street Capital Management, LP 2.61M (3.09%) 163.27K
Increased by +6.26%
Sep 30, 25
15 Amvescap Plc. 2.48M (2.94%) -1.32M
Decreased by -53.16%
Dec 31, 25
16 Jefferies Financial Group Inc 2.41M (2.86%) 2.41M
Increased by +99.77%
Mar 31, 26
17 Alpha Wave Global LP 2.32M (2.75%) 0.00
Increased by 0.00%
Sep 30, 24
18 State Street Corp 2.31M (2.74%) 88.09K
Increased by +3.81%
Mar 31, 26
19 Luminus Management, LLC 2.27M (2.70%) 1.15M
Increased by +50.55%
Sep 30, 23
20 Geode Capital Management, LLC 2.27M (2.69%) -20.48K
Decreased by -0.90%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Global Innovators Cl F 3.89M (4.60%) 477.98K
Increased by +12.30%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.13M (3.70%) 0.00
Increased by 0.00%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 2.50M (2.96%) 0.00
Increased by 0.00%
Sep 30, 24
4 JNL Multi-Manager Small Cap Growth A 2.30M (2.73%) 162.07K
Increased by +7.04%
Mar 31, 26
5 iShares Russell 2000 ETF 2.09M (2.48%) 19.29K
Increased by +0.92%
May 29, 26
6 Invesco Dorsey Wright Technology MomtETF 1.90M (2.25%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Information Technology ETF 1.66M (1.97%) 8.55K
Increased by +0.52%
Apr 30, 26
8 Strategic Advisers U.S. Total Stock 1.61M (1.91%) 263.46K
Increased by +16.32%
Apr 30, 26
9 Granahan US Focused Growth A USD Acc 1.44M (1.71%) 203.18K
Increased by +14.07%
Dec 31, 25
10 Hennessy Cornerstone Growth Investor 1.40M (1.66%) -48.40K
Decreased by -3.46%
Mar 31, 26
11 Embark Small Cap Equity Institutional 1.32M (1.56%) -914.46K
Decreased by -69.32%
Mar 31, 25
12 Strategic Advisers Small-Mid Cap 1.23M (1.46%) -691.70K
Decreased by -56.18%
Feb 29, 24
13 Fuller & Thaler Behavrl Micro-Cap Core 1.21M (1.43%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 1.12M (1.33%) 5.59K
Increased by +0.50%
Apr 30, 26
15 Fidelity Small Cap Index 859.96K (1.02%) 10.76K
Increased by +1.25%
Mar 31, 26
16 Heptagon Driehaus US Micro Cap Eq C$ Acc 853.66K (1.01%) -171.64K
Decreased by -20.11%
Dec 31, 25
17 FullerThaler Behavioral Micro-Cap Core 791.37K (0.94%) -326.65K
Decreased by -41.28%
Aug 31, 24
18 Jacob Internet Inv 782.90K (0.93%) -436.00K
Decreased by -55.69%
Dec 31, 24
19 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 749.18K (0.89%) -106.88K
Decreased by -14.27%
Jan 31, 24
20 Victory Small Cap Stock 734.45K (0.87%) 65.05K
Increased by +8.86%
Mar 31, 26