Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JFWD 5.62%
2 PTF 4.23%
3 DWAS 1.51%
4 XSW 1.19%
5 PTEC 0.84%
6 IWC 0.22%
7 SQLV 0.13%
8 GSSC 0.07%
9 IWO 0.07%
10 VTWG 0.05%
11 RFLR 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.. 11.89M (14.45%) 1.90M
Increased by +15.96%
Dec 31, 24
2 FMR Inc 6.03M (7.33%) 2.77M
Increased by +45.86%
Dec 31, 24
3 BlackRock Inc 5.56M (6.76%) 230.92K
Increased by +4.15%
Dec 31, 24
4 Vanguard Group Inc 5.51M (6.70%) 1.10M
Increased by +19.96%
Dec 31, 24
5 Villere St Denis J & Co Llc 4.98M (6.05%) -647.39K
Decreased by -13.01%
Sep 30, 23
6 Fidelity National Title Group, Inc. 3.47M (4.22%) 0.00
Increased by 0.00%
Sep 30, 24
7 Falcon Edge Capital LP 2.84M (3.45%) 0.00
Increased by 0.00%
Sep 30, 23
8 Alpha Wave Global LP 2.32M (2.82%) 0.00
Increased by 0.00%
Sep 30, 24
9 Portolan Capital Management, LLC 2.30M (2.79%) 1.90M
Increased by +82.64%
Dec 31, 24
10 Luminus Management, LLC 2.27M (2.76%) 1.15M
Increased by +50.55%
Sep 30, 23
11 Marshall Wace Asset Management Ltd 2.15M (2.62%) 226.72K
Increased by +10.53%
Jun 30, 24
12 Geode Capital Management, LLC 2.01M (2.45%) 24.82K
Increased by +1.23%
Dec 31, 24
13 Jacob Asset Mgmt Of NY LLC 1.91M (2.32%) -63.02K
Decreased by -3.30%
Sep 30, 23
14 Renaissance Technologies Corp 1.91M (2.32%) 76.70K
Increased by +4.02%
Dec 31, 24
15 Driehaus Capital Management LLC 1.74M (2.11%) 1.74M
Increased by +100.00%
Dec 31, 24
16 State Street Corp 1.69M (2.06%) 27.26K
Increased by +1.61%
Dec 31, 24
17 Amvescap Plc. 1.68M (2.04%) 1.64M
Increased by +97.76%
Dec 31, 24
18 Millennium Management LLC 1.44M (1.75%) 112.31K
Increased by +7.82%
Mar 31, 24
19 Harbor Capital Advisors Inc 1.32M (1.60%) -1.23M
Decreased by -93.49%
Mar 31, 25
20 Susquehanna International Group, LLP 1.15M (1.40%) 562.82K
Increased by +48.93%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Global Innovators Cl F 3.89M (4.72%) 477.98K
Increased by +12.30%
Dec 31, 24
2 Vanguard Total Stock Mkt Idx Inv 3.34M (4.06%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 2.50M (3.03%) 0.00
Increased by 0.00%
Sep 30, 24
4 Embark Small Cap Equity Retirement 2.23M (2.71%) -917.13K
Decreased by -41.06%
Feb 28, 25
5 JNL Multi-Manager Small Cap Growth A 2.12M (2.57%) -393.47K
Decreased by -18.59%
Mar 31, 25
6 iShares Russell 2000 ETF 1.96M (2.38%) -15.89K
Decreased by -0.81%
Apr 29, 25
7 Strategic Advisers U.S. Total Stock 1.66M (2.01%) 461.04K
Increased by +27.84%
Mar 31, 25
8 Invesco Dorsey Wright Technology MomtETF 1.54M (1.87%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Institutional Extnd Mkt Idx Tr 1.47M (1.79%) 50.09K
Increased by +3.40%
Mar 31, 25
10 Granahan US Focused Growth A USD Acc 1.46M (1.77%) 107.20K
Increased by +7.35%
Mar 31, 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 (1.55%) 261.00K
Increased by +20.48%
Mar 31, 25
13 Strategic Advisers Small-Mid Cap 1.23M (1.50%) -691.70K
Decreased by -56.18%
Feb 29, 24
14 Fuller & Thaler Behavrl Micro-Cap Core 1.21M (1.47%) 0.00
Increased by 0.00%
Nov 30, 23
15 Invesco Dorsey Wright SmallCap Momt ETF 942.46K (1.15%) 0.00
Increased by 0.00%
Apr 30, 25
16 FullerThaler Behavioral Micro-Cap Core 791.37K (0.96%) -326.65K
Decreased by -41.28%
Aug 31, 24
17 Fidelity Small Cap Index 785.45K (0.95%) 0.00
Increased by 0.00%
Feb 28, 25
18 Jacob Internet Inv 782.90K (0.95%) -436.00K
Decreased by -55.69%
Dec 31, 24
19 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 749.18K (0.91%) -106.88K
Decreased by -14.27%
Jan 31, 24
20 Granahan Inv Mgt Sm-Cap Core Gr 713.48K (0.87%) -46.02K
Decreased by -6.45%
Mar 31, 25