Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLOU 3.35%
2 BIGD 2.96%
3 SKYY 1.90%
4 WCLD 1.48%
5 SKYU 1.37%
6 NSCS 1.33%
7 HAPS 0.80%
8 XITK 0.79%
9 XSW 0.75%
10 WCEO 0.64%
11 FNY 0.48%
12 CLDL 0.41%
13 KOMP 0.37%
14 AIEQ 0.36%
15 FESM 0.33%
16 VTWG 0.32%
17 IWO 0.31%
18 SMLF 0.30%
19 JHSC 0.29%
20 JPSE 0.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.80M (11.60%) 70.82K
Increased by +1.22%
Dec 31, 24
2 BlackRock Inc 5.31M (10.63%) 248.03K
Increased by +4.67%
Dec 31, 24
3 FMR Inc 3.16M (6.33%) -621.23K
Decreased by -19.64%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 2.15M (4.30%) 200.22K
Increased by +9.32%
Dec 31, 24
5 Macquarie Group Ltd 2.10M (4.20%) 10.75K
Increased by +0.51%
Dec 31, 24
6 Riverbridge Partners LLC 1.65M (3.29%) -105.93K
Decreased by -6.43%
Dec 31, 24
7 State Street Corp 1.32M (2.64%) 124.75K
Increased by +9.47%
Dec 31, 24
8 State Street Corporation 1.19M (2.38%) 25.00K
Increased by +2.10%
Mar 31, 24
9 JPMorgan Chase & Co 1.18M (2.35%) -1.61M
Decreased by -136.52%
Dec 31, 24
10 Conestoga Capital Advisors, LLC 1.17M (2.33%) 140.31K
Increased by +12.04%
Dec 31, 24
11 Geode Capital Management, LLC 1.15M (2.29%) 987.00
Increased by +0.09%
Dec 31, 24
12 Champlain Investment Partners, LLC 1.10M (2.20%) -239.34K
Decreased by -21.74%
Jun 30, 24
13 Ameriprise Financial Inc 1.01M (2.03%) -11.16K
Decreased by -1.10%
Dec 31, 24
14 Amvescap Plc. 991.20K (1.98%) -185.85K
Decreased by -18.75%
Dec 31, 23
15 First Trust Advisors L.P. 824.22K (1.65%) 24.17K
Increased by +2.93%
Dec 31, 24
16 Loomis, Sayles & Company LP 814.58K (1.63%) 86.21K
Increased by +10.58%
Dec 31, 24
17 Brown Capital Management, LLC 771.96K (1.54%) -141.76K
Decreased by -18.36%
Dec 31, 24
18 Mairs & Power Inc 734.03K (1.47%) -101.06K
Decreased by -13.77%
Dec 31, 24
19 DF Dent & Co Inc 656.09K (1.31%) 161.90K
Increased by +24.68%
Mar 31, 24
20 Brown Advisory Holdings Inc 647.28K (1.30%) -373.40K
Decreased by -57.69%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.53M (3.07%) 7.53K
Increased by +0.49%
Feb 28, 25
2 Fidelity Select Software & IT Svcs Port 1.40M (2.81%) 0.00
Increased by 0.00%
Feb 28, 25
3 iShares Russell 2000 ETF 1.34M (2.69%) -11.66K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Small Cap Index 1.25M (2.50%) 1.05K
Increased by +0.08%
Feb 28, 25
5 Vanguard Information Technology ETF 1.03M (2.05%) 2.86K
Increased by +0.28%
Feb 28, 25
6 Delaware Ivy Mid Cap Growth A 977.16K (1.96%) -29.08K
Decreased by -2.98%
Oct 31, 24
7 Champlain Small Company Fund, LLC 824.02K (1.65%) -169.99K
Decreased by -20.63%
Jun 30, 24
8 Macquarie Mid Cap Growth A 823.09K (1.65%) -38.85K
Decreased by -4.72%
Feb 28, 25
9 First Trust Cloud Computing ETF 807.59K (1.62%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Institutional Extnd Mkt Idx Tr 782.70K (1.57%) 3.47K
Increased by +0.44%
Feb 28, 25
11 Nordea 1 - Global Climate & Envir BI EUR 723.93K (1.45%) -4.91K
Decreased by -0.68%
Feb 28, 25
12 Vanguard Small Cap Growth Index Inv 702.42K (1.41%) -3.81K
Decreased by -0.54%
Feb 28, 25
13 T. Rowe Price US Small-Cap Core Equity 686.55K (1.37%) 25.42K
Increased by +3.70%
Dec 31, 24
14 Conestoga Small Cap Investors 680.18K (1.36%) 0.00
Increased by 0.00%
Feb 28, 25
15 Macquarie Small Cap Core I 598.50K (1.20%) 0.00
Increased by 0.00%
Feb 28, 25
16 T. Rowe Price Small-Cap Stock 597.18K (1.19%) 0.00
Increased by 0.00%
Feb 28, 25
17 Delaware US Small Cap Core Equity (SMA) 532.29K (1.07%) 1.81K
Increased by +0.34%
Mar 31, 24
18 Macquarie US Small Cap Core Equity 532.29K (1.07%) 1.81K
Increased by +0.34%
Mar 31, 24
19 Champlain Small Company Adv 524.82K (1.05%) -25.18K
Decreased by -4.80%
Jun 30, 24
20 Artisan Small Cap Investor 522.04K (1.04%) 13.88K
Increased by +2.66%
Dec 31, 23