Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UFO 0.70%
2 IWC 0.07%
3 IWO 0.02%
4 VTWG 0.02%
5 VFMO 0.02%
6 IWM 0.01%
7 VTWO 0.01%
8 ITOT 0.00%
9 VTI 0.00%
10 VTHR 0.00%
11 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Francisco Partners Management LP 2.47M (9.32%) 0.00
Increased by 0.00%
Jun 30, 23
2 325 Capital LLC 1.88M (7.08%) 1.88M
Increased by +100.00%
Mar 31, 25
3 BlackRock Inc 1.34M (5.07%) 52.30K
Increased by +3.90%
Mar 31, 25
4 Alyeska Investment Group, L.P. 1.25M (4.72%) 1.25M
Increased by +100.00%
Mar 31, 25
5 Vanguard Group Inc 1.23M (4.63%) 120.73K
Increased by +9.85%
Mar 31, 25
6 Granahan Investment Management Inc.. 1.14M (4.30%) 1.01M
Increased by +88.93%
Mar 31, 25
7 Harbor Capital Advisors Inc 652.06K (2.46%) 549.97K
Increased by +84.34%
Mar 31, 25
8 Geode Capital Management, LLC 519.05K (1.96%) 9.41K
Increased by +1.81%
Mar 31, 25
9 Lane Generational LLC 485.62K (1.83%) 36.25K
Increased by +7.46%
Mar 31, 25
10 State Street Corp 447.85K (1.69%) 7.04K
Increased by +1.57%
Mar 31, 25
11 Herald Investment Management Ltd 386.25K (1.46%) 156.25K
Increased by +40.45%
Jun 30, 25
12 Manatuck Hill Partners LLC 312.50K (1.18%) 312.50K
Increased by +100.00%
Mar 31, 25
13 Stifel Financial Corp 295.61K (1.12%) 69.52K
Increased by +23.52%
Mar 31, 25
14 NewGen Asset Management Ltd 266.19K (1.01%) -383.81K
Decreased by -144.18%
Dec 31, 24
15 Susquehanna International Group, LLP 263.28K (0.99%) 176.41K
Increased by +67.00%
Mar 31, 25
16 CVI Holdings LLC 260.93K (0.99%) 260.93K
Increased by +100.00%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 259.07K (0.98%) 208.09K
Increased by +80.32%
Mar 31, 25
18 Jump Financial LLC 215.22K (0.81%) 36.41K
Increased by +16.92%
Mar 31, 25
19 Jacobs Levy Equity Management, Inc. 208.06K (0.79%) 208.06K
Increased by +100.00%
Sep 30, 23
20 Jump Financial, LLC 191.09K (0.72%) -2.70K
Decreased by -1.41%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Russell 2000 ETF 686.80K (2.59%) 4.76K
Increased by +0.69%
Jun 30, 25
2 Embark Small Cap Equity Institutional 652.06K (2.46%) -115.00K
Decreased by -17.64%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 630.40K (2.38%) 0.00
Increased by 0.00%
May 31, 25
4 JNL Multi-Manager Small Cap Growth A 444.29K (1.68%) 394.44K
Increased by +88.78%
Mar 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 343.64K (1.30%) 0.00
Increased by 0.00%
May 31, 25
6 Embark Small Cap Equity Retirement 316.55K (1.20%) -136.97K
Decreased by -43.27%
Jun 30, 25
7 iShares Russell 2000 Growth ETF 242.08K (0.91%) 596.00
Increased by +0.25%
Jun 30, 25
8 Fidelity Small Cap Index 227.23K (0.86%) 4.17K
Increased by +1.84%
Apr 30, 25
9 Ancora/Thelen Small Mid Cap Core 222.27K (0.84%) 222.27K
Increased by +100.00%
Mar 31, 24
10 Herald Ord 216.00K (0.82%) 0.00
Increased by 0.00%
Dec 31, 24
11 VanEck Space Innovators ETF A USD Acc 144.30K (0.55%) 2.13K
Increased by +1.48%
Jun 30, 25
12 Victory Small Cap Stock 139.40K (0.53%) 124.14K
Increased by +89.06%
Mar 31, 25
13 Granahan Inv Mgt Sm-Cap Core Gr 139.40K (0.53%) 124.14K
Increased by +89.06%
Mar 31, 25
14 Granahan Small Cap Select 139.40K (0.53%) 124.14K
Increased by +89.06%
Mar 31, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 128.88K (0.49%) 0.00
Increased by 0.00%
Apr 30, 25
16 State St Russell Sm/Mid Cp® Indx SL Cl I 128.88K (0.49%) 0.00
Increased by 0.00%
Jun 30, 25
17 Fidelity Extended Market Index 124.84K (0.47%) -558.00
Decreased by -0.45%
May 31, 25
18 Vanguard Russell 2000 ETF 111.90K (0.42%) 1.01K
Increased by +0.90%
May 31, 25
19 Edinburgh Worldwide Ord 108.25K (0.41%) 0.00
Increased by 0.00%
Aug 31, 24
20 DNB Fund - Disruptive Opp Retail A EUR 94.44K (0.36%) -12.98K
Decreased by -13.74%
Feb 28, 25