Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 5.62%
2 PTF 3.68%
3 DWAS 1.33%
4 XSW 1.05%
5 PTEC 0.76%
6 IWC 0.19%
7 SQLV 0.13%
8 GSSC 0.07%
9 IWO 0.06%
10 RFLR 0.04%
11 VTWG 0.04%
12 IWM 0.03%
13 SMLF 0.02%
14 VTWO 0.02%
15 VXF 0.01%
16 RSSL 0.01%
17 UWM 0.01%
18 URTY 0.01%
19 ITOT 0.00%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Granahan Investment Management Inc.. 11.73M (14.19%) -163.00K
Decreased by -1.39%
Mar 31, 25
2 BlackRock Inc 6.23M (7.54%) 669.21K
Increased by +10.74%
Mar 31, 25
3 FMR Inc 6.03M (7.30%) 2.77M
Increased by +45.86%
Dec 31, 24
4 Vanguard Group Inc 5.82M (7.05%) 312.37K
Increased by +5.36%
Mar 31, 25
5 Villere St Denis J & Co Llc 4.98M (6.02%) -647.39K
Decreased by -13.01%
Sep 30, 23
6 Fidelity National Title Group, Inc. 3.47M (4.20%) 0.00
Increased by 0.00%
Sep 30, 24
7 Portolan Capital Management, LLC 3.29M (3.98%) 992.64K
Increased by +30.15%
Mar 31, 25
8 Driehaus Capital Management LLC 3.21M (3.88%) 1.47M
Increased by +45.84%
Mar 31, 25
9 Falcon Edge Capital LP 2.84M (3.43%) 0.00
Increased by 0.00%
Sep 30, 23
10 Alpha Wave Global LP 2.32M (2.80%) 0.00
Increased by 0.00%
Sep 30, 24
11 Luminus Management, LLC 2.27M (2.75%) 1.15M
Increased by +50.55%
Sep 30, 23
12 State Street Corp 2.25M (2.73%) 559.18K
Increased by +24.81%
Mar 31, 25
13 Marshall Wace Asset Management Ltd 2.15M (2.61%) 2.15M
Increased by +100.00%
Mar 31, 25
14 Geode Capital Management, LLC 2.10M (2.54%) 88.57K
Increased by +4.22%
Mar 31, 25
15 Jacob Asset Mgmt Of NY LLC 1.91M (2.31%) -63.02K
Decreased by -3.30%
Sep 30, 23
16 Gilder Gagnon Howe & CO LLC 1.74M (2.11%) 1.74M
Increased by +100.00%
Mar 31, 25
17 Amvescap Plc. 1.68M (2.04%) 1.64M
Increased by +97.76%
Dec 31, 24
18 Renaissance Technologies Corp 1.67M (2.02%) -241.60K
Decreased by -14.48%
Mar 31, 25
19 Monashee Investment Management LLC 1.55M (1.88%) 1.55M
Increased by +100.00%
Mar 31, 25
20 Millennium Management LLC 1.44M (1.74%) 112.31K
Increased by +7.82%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Global Innovators Cl F 3.89M (4.70%) 477.98K
Increased by +12.30%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.34M (4.04%) 0.00
Increased by 0.00%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 2.50M (3.02%) 0.00
Increased by 0.00%
Sep 30, 24
4 JNL Multi-Manager Small Cap Growth A 2.12M (2.56%) -393.47K
Decreased by -18.59%
Mar 31, 25
5 iShares Russell 2000 ETF 1.96M (2.37%) 331.00
Increased by +0.02%
Apr 30, 25
6 Embark Small Cap Equity Retirement 1.67M (2.03%) 355.48K
Increased by +21.23%
Apr 30, 25
7 Strategic Advisers U.S. Total Stock 1.66M (2.00%) 461.04K
Increased by +27.84%
Mar 31, 25
8 Invesco Dorsey Wright Technology MomtETF 1.53M (1.86%) -5.09K
Decreased by -0.33%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.48M (1.79%) 1.92K
Increased by +0.13%
Apr 30, 25
10 Granahan US Focused Growth A USD Acc 1.46M (1.77%) 0.00
Increased by 0.00%
Apr 30, 25
11 Embark Small Cap Equity Institutional 1.32M (1.60%) -914.46K
Decreased by -69.32%
Mar 31, 25
12 Heptagon Driehaus US Micro Cap Eq C$ Acc 1.27M (1.54%) 261.00K
Increased by +20.48%
Mar 31, 25
13 Strategic Advisers Small-Mid Cap 1.23M (1.49%) -691.70K
Decreased by -56.18%
Feb 29, 24
14 Fuller & Thaler Behavrl Micro-Cap Core 1.21M (1.46%) 0.00
Increased by 0.00%
Nov 30, 23
15 Nuveen Quant Small Cap Equity R6 968.44K (1.17%) 659.90K
Increased by +68.14%
Mar 31, 25
16 Invesco Dorsey Wright SmallCap Momt ETF 942.46K (1.14%) 0.00
Increased by 0.00%
Apr 30, 25
17 FullerThaler Behavioral Micro-Cap Core 791.37K (0.96%) -326.65K
Decreased by -41.28%
Aug 31, 24
18 Fidelity Small Cap Index 785.45K (0.95%) 0.00
Increased by 0.00%
Feb 28, 25
19 Jacob Internet Inv 782.90K (0.95%) -436.00K
Decreased by -55.69%
Dec 31, 24
20 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 749.18K (0.91%) -106.88K
Decreased by -14.27%
Jan 31, 24