Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 0.02%
2 IWMW 0.01%
3 IWM 0.01%
4 IWN 0.01%
5 SMMD 0.01%
6 ITDH 0.00%
7 ITDI 0.00%
8 ITDJ 0.00%
9 ITDG 0.00%
10 ITDF 0.00%
11 ITDE 0.00%
12 ITDD 0.00%
13 ITDC 0.00%
14 ITDB 0.00%
15 IRTR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Tiger Technology Management LLC 15.16M (18.93%) 0.00
Increased by 0.00%
Mar 31, 26
2 Dag Ventures Llc 13.81M (17.25%) 0.00
Increased by 0.00%
Mar 31, 26
3 Ribbit Management Company, LLC 9.85M (12.30%) 9.85M
Increased by +100.00%
Dec 31, 25
4 Index Venture Associates VI Ltd 9.46M (11.81%) 0.00
Increased by 0.00%
Mar 31, 26
5 BlackRock Inc 5.36M (6.70%) 5.36M
Increased by +100.00%
Dec 31, 25
6 Wellington Management Company LLP 4.77M (5.95%) 780.10K
Increased by +16.36%
Mar 31, 26
7 JPMorgan Chase & Co 3.16M (3.95%) 1.12M
Increased by +35.47%
Mar 31, 26
8 FMR Inc 3.12M (3.89%) -920.40K
Decreased by -29.51%
Mar 31, 26
9 T. Rowe Price Investment Management,Inc. 2.92M (3.64%) 9.19K
Increased by +0.31%
Mar 31, 26
10 North Reef Capital Management LP 2.89M (3.60%) 1.66M
Increased by +57.49%
Mar 31, 26
11 Whale Rock Capital Management LLC 1.60M (2.00%) 1.60M
Increased by +100.00%
Dec 31, 25
12 Southpoint Capital Advisors LP 1.40M (1.75%) 1.40M
Increased by +100.00%
Mar 31, 26
13 Granahan Investment Management Inc.. 1.39M (1.73%) 1.39M
Increased by +100.00%
Dec 31, 25
14 UBS Group AG 1.17M (1.45%) 1.00M
Increased by +85.84%
Mar 31, 26
15 NORGES BANK 1.00M (1.25%) 1.00M
Increased by +100.00%
Dec 31, 25
16 Geode Capital Management, LLC 982.24K (1.23%) 853.53K
Increased by +86.90%
Mar 31, 26
17 AllianceBernstein L.P. 875.85K (1.09%) 337.00K
Increased by +38.48%
Mar 31, 26
18 Citadel Advisors Llc 875.00K (1.09%) 875.00K
Increased by +100.00%
Dec 31, 25
19 Congress Asset Management Company, LLP 853.75K (1.07%) 853.75K
Increased by +100.00%
Mar 31, 26
20 Azora Capital LP 811.06K (1.01%) 510.54K
Increased by +62.95%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 BGF World Financials A2 2.85M (3.56%) 2.85M
Increased by +100.00%
Jan 31, 26
2 JPM Small Cap Equity-MA 1.77M (2.21%) 594.23K
Increased by +33.56%
Mar 31, 26
3 JPM US Small Cap Core-Composite 1.77M (2.21%) 594.23K
Increased by +33.56%
Mar 31, 26
4 JPMorgan Small Cap Equity A 1.77M (2.21%) 0.00
Increased by 0.00%
Mar 31, 26
5 Fidelity Small Cap Growth 1.46M (1.83%) 0.00
Increased by 0.00%
Feb 28, 26
6 Vanguard Total Stock Mkt Idx Inv 1.21M (1.51%) 0.00
Increased by 0.00%
Apr 30, 26
7 T. Rowe Price US Smlr Coms Eq A 1.10M (1.38%) -5.57K
Decreased by -0.51%
Mar 31, 26
8 T. Rowe Price Small-Cap Value 879.31K (1.10%) 233.70K
Increased by +26.58%
Mar 31, 26
9 iShares Russell 2000 ETF 806.56K (1.01%) 6.82K
Increased by +0.84%
Apr 30, 26
10 Fidelity Small Cap Growth K6 732.92K (0.92%) 0.00
Increased by 0.00%
Feb 28, 26
11 T. Rowe Price U.S. SC Value Eq Tr-D 572.36K (0.71%) 232.42K
Increased by +40.61%
Mar 31, 26
12 JNL Multi-Manager Small Cap Value I 544.15K (0.68%) 544.15K
Increased by +100.00%
Mar 31, 26
13 JPM US Smaller Companies A dist USD 519.60K (0.65%) 0.00
Increased by 0.00%
Apr 30, 26
14 BlackRock Strategic Income Opps Instl 427.34K (0.53%) 423.21K
Increased by +99.03%
Jan 31, 26
15 Vanguard Institutional Extnd Mkt Idx Tr 409.29K (0.51%) 2.59K
Increased by +0.63%
Apr 30, 26
16 Kennedy SMID Cap Value 307.89K (0.38%) 307.89K
Increased by +100.00%
Mar 31, 26
17 State St Russell Sm/Mid Cp® Indx SL Cl I 290.00K (0.36%) 153.00K
Increased by +52.76%
Apr 30, 26
18 Granahan US Focused Growth A USD Acc 242.10K (0.30%) 242.10K
Increased by +100.00%
Dec 31, 25
19 Nuveen Small Cap Value I 240.63K (0.30%) 0.00
Increased by 0.00%
Apr 30, 26
20 Nuveen Small Cap Value SMA 240.63K (0.30%) 89.91K
Increased by +37.36%
Mar 31, 26