Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 IWC 1000.00%
3 IWM 1000.00%
4 JFWD 3.59%
5 GSSC 0.03%
6 HDG 0.00%
7 VGT 0.00%
8 VTI 0.00%
9 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Granahan Investment Management Inc.. 10.61M (13.43%) -1.84M
Decreased by -17.36%
Sep 30, 23
2 Vanguard Group Inc 5.80M (7.33%) 74.29K
Increased by +1.28%
Sep 30, 23
3 Villere St Denis J & Co Llc 4.98M (6.30%) -647.39K
Decreased by -13.01%
Sep 30, 23
4 Fidelity National Title Group, Inc. 4.70M (5.95%) 4.70M
Increased by +100.00%
Sep 30, 23
5 FMR Inc 3.26M (4.13%) -2.96K
Decreased by -0.09%
Sep 30, 23
6 Falcon Edge Capital LP 2.84M (3.59%) 0.00
Increased by 0.00%
Sep 30, 23
7 Luminus Management, LLC 2.27M (2.88%) 1.15M
Increased by +50.55%
Sep 30, 23
8 Jacob Asset Mgmt Of NY LLC 1.91M (2.42%) -63.02K
Decreased by -3.30%
Sep 30, 23
9 BlackRock Inc 1.27M (1.61%) -90.17K
Decreased by -7.11%
Sep 30, 23
10 Fuller & Thaler Asset Management Inc 1.21M (1.53%) -46.75K
Decreased by -3.88%
Sep 30, 23
11 Whetstone Capital Advisors, LLC 1.12M (1.42%) -80.00K
Decreased by -7.15%
Sep 30, 23
12 Bridgeway Capital Management, LLC 933.00K (1.18%) 771.90K
Increased by +82.73%
Sep 30, 23
13 Jefferies Financial Group Inc 910.57K (1.15%) 0.00
Increased by 0.00%
Sep 30, 23
14 Geode Capital Management, LLC 858.18K (1.09%) -66.75K
Decreased by -7.78%
Sep 30, 23
15 Millennium Management LLC 632.93K (0.80%) -207.67K
Decreased by -32.81%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 491.70K (0.62%) -50.78K
Decreased by -10.33%
Sep 30, 23
17 GSA Capital Partners LLP 471.32K (0.60%) 374.76K
Increased by +79.51%
Sep 30, 23
18 Citadel Advisors Llc 455.20K (0.58%) 386.23K
Increased by +84.85%
Sep 30, 23
19 Schneider Downs Wealth Management Advisors, LP 283.61K (0.36%) 0.00
Increased by 0.00%
Sep 30, 23
20 State Street Corporation 278.77K (0.35%) -22.05K
Decreased by -7.91%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.46M (3.11%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity Global Innovators Cl F 2.29M (2.90%) 4.17K
Increased by +0.18%
Sep 30, 23
3 JNL Multi-Manager Small Cap Growth A 2.22M (2.80%) -439.40K
Decreased by -19.83%
Sep 30, 23
4 Granahan US Focused Growth A USD Acc 1.95M (2.46%) 70.34K
Increased by +3.61%
Nov 30, 23
5 Vanguard Information Technology ETF 1.82M (2.30%) -3.44K
Decreased by -0.19%
Oct 31, 23
6 Jacob Internet Inv 1.39M (1.76%) -30.00K
Decreased by -2.16%
Sep 30, 23
7 Granahan US SMID Select I GBP Acc 1.21M (1.53%) 142.81K
Increased by +11.81%
Nov 30, 23
8 Fuller & Thaler Behavrl Micro-Cap Core 1.21M (1.53%) 0.00
Increased by 0.00%
Nov 30, 23
9 Granahan SMID Select 1.18M (1.49%) -115.68K
Decreased by -9.83%
Dec 31, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 1.15M (1.46%) 0.00
Increased by 0.00%
Nov 30, 23
11 Bridgeway Ultra-Small Company 933.00K (1.18%) 771.90K
Increased by +82.73%
Sep 30, 23
12 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 768.84K (0.97%) -9.99K
Decreased by -1.30%
Sep 30, 23
13 Granahan SC Advantage 621.20K (0.79%) 66.07K
Increased by +10.64%
Dec 31, 23
14 Granahan Inv Mgt Sm-Cap Core Gr 470.83K (0.60%) 76.48K
Increased by +16.24%
Dec 31, 23
15 Fidelity® Extended Market Index 399.42K (0.51%) 22.15K
Increased by +5.55%
Nov 30, 23
16 Victory Small Cap Stock 394.35K (0.50%) -70.65K
Decreased by -17.92%
Sep 30, 23
17 Fidelity Glb Innovtr Ccy Netrl Cl F 290.48K (0.37%) -8.73K
Decreased by -3.00%
Sep 30, 23
18 Jacob Discovery Fd Instl 276.55K (0.35%) -15.00K
Decreased by -5.42%
Sep 30, 23
19 Granahan Inv Mgt - Sm Cap Focused Grth 210.20K (0.27%) 35.99K
Increased by +17.12%
Dec 31, 23
20 BlackRock Extended Mkt Composite 201.66K (0.26%) 0.00
Increased by 0.00%
Sep 30, 23