Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGRW 1.26%
2 XSW 0.88%
3 JSML 0.51%
4 VFMO 0.05%
5 GSSC 0.04%
6 VTWV 0.03%
7 VTWO 0.02%
8 AVSC 0.02%
9 VXF 0.01%
10 RSSL 0.01%
11 UWM 0.01%
12 URTY 0.00%
13 HDG 0.00%
14 VTI 0.00%
15 VTWG 0.00%
16 VTHR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Needham Investment Management, LLC 1.74M (19.01%) 725.00K
Increased by +41.79%
Mar 31, 24
2 Franklin Resources Inc 1.48M (16.20%) -1.36K
Decreased by -0.09%
Mar 31, 24
3 Vanguard Group Inc 1.15M (12.56%) 3.24K
Increased by +0.28%
Mar 31, 24
4 Samjo Management LLC 856.25K (9.38%) 147.40K
Increased by +17.21%
Mar 31, 24
5 Silvercrest Asset Management Group LLC 711.90K (7.80%) 143.38K
Increased by +20.14%
Mar 31, 24
6 Granahan Investment Management Inc.. 536.26K (5.87%) -232.96K
Decreased by -43.44%
Mar 31, 24
7 Acadian Asset Management LLC 534.47K (5.86%) 117.31K
Increased by +21.95%
Mar 31, 24
8 Eventide Asset Management, LLC 399.02K (4.37%) 0.00
Increased by 0.00%
Mar 31, 24
9 Westerly Capital Management LLC 315.00K (3.45%) 135.00K
Increased by +42.86%
Mar 31, 24
10 Herald Investment Management Ltd 300.00K (3.29%) 62.82K
Increased by +20.94%
Mar 31, 24
11 THAMES CAPITAL MANAGEMENT LLC 293.97K (3.22%) 0.00
Increased by 0.00%
Mar 31, 24
12 Millennium Management LLC 290.65K (3.18%) 211.33K
Increased by +72.71%
Mar 31, 24
13 Roubaix Capital, LLC 281.63K (3.09%) -61.04K
Decreased by -21.67%
Mar 31, 24
14 BlackRock Inc 275.33K (3.02%) -1.66K
Decreased by -0.60%
Mar 31, 24
15 Susquehanna International Group, LLP 264.26K (2.89%) 68.49K
Increased by +25.92%
Mar 31, 24
16 ELEQUIN CAPITAL LP 251.73K (2.76%) 251.73K
Increased by +100.00%
Mar 31, 24
17 Penn Capital Management Company LLC 251.73K (2.76%) 58.45K
Increased by +23.22%
Mar 31, 24
18 Acuitas Investments, LLC 237.76K (2.60%) 21.77K
Increased by +9.16%
Mar 31, 24
19 State Of Wisconsin Investment Board 235.44K (2.58%) -28.19K
Decreased by -11.97%
Mar 31, 24
20 Jacobs Levy Equity Management, Inc. 221.34K (2.42%) 10.33K
Increased by +4.67%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Needham Aggressive Growth Retail 1.32M (14.52%) 725.00K
Increased by +54.72%
Mar 31, 24
2 Franklin Small-Mid Cap Growth A 1.32M (14.51%) 0.00
Increased by 0.00%
May 31, 24
3 Franklin US Small-Mid Cap Growth Equity 1.32M (14.51%) 0.00
Increased by 0.00%
Mar 31, 24
4 Vanguard Total Stock Mkt Idx Inv 817.25K (8.95%) 0.00
Increased by 0.00%
May 31, 24
5 Needham Small Cap Growth Retail 410.00K (4.49%) 0.00
Increased by 0.00%
Mar 31, 24
6 Eventide Exponential Technologies I 398.77K (4.37%) 0.00
Increased by 0.00%
Mar 31, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 290.89K (3.19%) 765.00
Increased by +0.26%
May 31, 24
8 Herald Ord 237.18K (2.60%) 0.00
Increased by 0.00%
Dec 31, 23
9 Silvercrest U.S. Small Cap Growth 217.94K (2.39%) 36.17K
Increased by +16.60%
Mar 31, 24
10 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 180.19K (1.97%) -43.13K
Decreased by -23.94%
Jan 31, 24
11 Franklin Small Mid Cap Growth VIP 1 146.10K (1.60%) 0.00
Increased by 0.00%
May 31, 24
12 Pleiades Small Cap Equity A 121.98K (1.34%) 40.84K
Increased by +33.48%
Mar 31, 24
13 Fidelity Extended Market Index 116.96K (1.28%) -1.06K
Decreased by -0.91%
Apr 30, 24
14 EAM Ultra Micro Cap 100.80K (1.10%) 100.80K
Increased by +100.00%
May 31, 24
15 Granahan Inv Mgt Sm-Cap Core Gr 97.96K (1.07%) -21.96K
Decreased by -22.42%
Mar 31, 24
16 Victory Small Cap Stock 97.96K (1.07%) -21.96K
Decreased by -22.42%
Mar 31, 24
17 Bridgeway Ultra-Small Company Market 85.50K (0.94%) 25.00K
Increased by +29.24%
Mar 31, 24
18 Acuitas US Microcap Institutional 43.33K (0.47%) 11.61K
Increased by +26.79%
Mar 31, 24
19 Granahan Inv Mgt Small Cap Discoveries 43.33K (0.47%) -45.99K
Decreased by -106.14%
Mar 31, 24
20 BlackRock Extended Mkt Composite 42.70K (0.47%) 0.00
Increased by 0.00%
Sep 30, 23