Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLOU 3.83%
2 BIGD 2.96%
3 SKYY 1.87%
4 WCLD 1.50%
5 NSCS 1.50%
6 SKYU 1.11%
7 WCEO 1.06%
8 XSW 0.74%
9 CLDL 0.69%
10 HAPS 0.55%
11 AIEQ 0.36%
12 SMLF 0.33%
13 IWO 0.32%
14 JHSC 0.29%
15 VTWG 0.29%
16 FESM 0.28%
17 JPSE 0.24%
18 TMFX 0.24%
19 TRFM 0.22%
20 STXK 0.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.33M (10.81%) 144.86K
Increased by +2.72%
Jun 30, 24
2 BlackRock Inc 4.24M (8.60%) 114.52K
Increased by +2.70%
Jun 30, 24
3 FMR Inc 3.56M (7.23%) 237.70K
Increased by +6.67%
Jun 30, 24
4 Macquarie Group Ltd 2.11M (4.28%) 66.58K
Increased by +3.16%
Jun 30, 24
5 T. Rowe Price Investment Management,Inc. 1.77M (3.59%) 69.72K
Increased by +3.93%
Jun 30, 24
6 Riverbridge Partners LLC 1.75M (3.55%) -77.45K
Decreased by -4.42%
Sep 30, 24
7 JPMorgan Chase & Co 1.61M (3.27%) -34.83K
Decreased by -2.16%
Jun 30, 24
8 Ameriprise Financial Inc 1.26M (2.56%) -216.38K
Decreased by -17.11%
Jun 30, 24
9 State Street Corporation 1.19M (2.42%) 25.00K
Increased by +2.10%
Mar 31, 24
10 State Street Corp 1.19M (2.42%) -415.00
Decreased by -0.03%
Jun 30, 24
11 Geode Capital Management, LLC 1.11M (2.25%) 58.85K
Increased by +5.30%
Jun 30, 24
12 Champlain Investment Partners, LLC 1.10M (2.23%) -239.34K
Decreased by -21.74%
Jun 30, 24
13 Conestoga Capital Advisors, LLC 1.02M (2.08%) -163.74K
Decreased by -15.98%
Sep 30, 24
14 Brown Capital Management, LLC 1.02M (2.07%) -32.34K
Decreased by -3.16%
Jun 30, 24
15 Brown Advisory Holdings Inc 1.02M (2.07%) -69.68K
Decreased by -6.83%
Jun 30, 24
16 Amvescap Plc. 991.20K (2.01%) -185.85K
Decreased by -18.75%
Dec 31, 23
17 First Trust Advisors L.P. 818.64K (1.66%) 52.42K
Increased by +6.40%
Jun 30, 24
18 Artisan Partners Limited Partnership 793.29K (1.61%) -372.53K
Decreased by -46.96%
Jun 30, 24
19 Mairs & Power Inc 783.41K (1.59%) 26.18K
Increased by +3.34%
Jun 30, 24
20 DF Dent & Co Inc 656.09K (1.33%) 161.90K
Increased by +24.68%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Select Software & IT Svcs Port 1.85M (3.74%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.53M (3.11%) 1.46K
Increased by +0.10%
Sep 30, 24
3 iShares Russell 2000 ETF 1.30M (2.64%) -2.93K
Decreased by -0.22%
Oct 31, 24
4 Vanguard Small Cap Index 1.22M (2.48%) -3.97K
Decreased by -0.32%
Sep 30, 24
5 Vanguard Information Technology ETF 1.01M (2.06%) 2.50K
Increased by +0.25%
Sep 30, 24
6 Delaware Ivy Mid Cap Growth A 1.01M (2.04%) 0.00
Increased by 0.00%
Sep 30, 24
7 Champlain Small Company Fund, LLC 824.02K (1.67%) -169.99K
Decreased by -20.63%
Jun 30, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 752.27K (1.53%) 5.05K
Increased by +0.67%
Sep 30, 24
9 First Trust Cloud Computing ETF 709.71K (1.44%) 0.00
Increased by 0.00%
Oct 31, 24
10 Vanguard Small Cap Growth Index Inv 676.63K (1.37%) -502.00
Decreased by -0.07%
Sep 30, 24
11 T. Rowe Price Small-Cap Stock 661.13K (1.34%) 0.00
Increased by 0.00%
Sep 30, 24
12 T. Rowe Price US Small-Cap Core Equity 661.13K (1.34%) 59.09K
Increased by +8.94%
Sep 30, 24
13 JPM Small Cap Equity-MA 542.53K (1.10%) 536.88K
Increased by +98.96%
Jun 30, 24
14 JPM US Small Cap Core-Composite 542.53K (1.10%) 0.00
Increased by 0.00%
Jun 30, 24
15 JPMorgan Small Cap Equity A 542.53K (1.10%) 0.00
Increased by 0.00%
Jun 30, 24
16 Conestoga Small Cap Investors 533.18K (1.08%) -163.46K
Decreased by -30.66%
Sep 30, 24
17 Mairs & Power Growth 532.86K (1.08%) 20.00K
Increased by +3.75%
Sep 30, 24
18 Mairs & Power Multi Cap 532.86K (1.08%) 20.00K
Increased by +3.75%
Sep 30, 24
19 Delaware US Small Cap Core Equity (SMA) 532.29K (1.08%) 1.81K
Increased by +0.34%
Mar 31, 24
20 Macquarie US Small Cap Core Equity 532.29K (1.08%) 1.81K
Increased by +0.34%
Mar 31, 24