Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISCG 1000.00%
2 ISCB 1000.00%
3 CLOU 3.71%
4 BIGD 2.96%
5 SKYY 1.69%
6 WCLD 1.49%
7 WCEO 1.23%
8 NSCS 1.17%
9 SKYU 1.10%
10 XSW 0.71%
11 CLDL 0.55%
12 AIEQ 0.36%
13 SMLF 0.30%
14 JHSC 0.29%
15 VTWG 0.29%
16 IWO 0.29%
17 TMFX 0.24%
18 TRFM 0.22%
19 JPSE 0.20%
20 BKSE 0.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.33M (10.84%) 144.86K
Increased by +2.72%
Jun 30, 24
2 BlackRock Inc 4.24M (8.62%) 114.52K
Increased by +2.70%
Jun 30, 24
3 FMR Inc 3.56M (7.25%) 237.70K
Increased by +6.67%
Jun 30, 24
4 Macquarie Group Ltd 2.11M (4.29%) 66.58K
Increased by +3.16%
Jun 30, 24
5 Riverbridge Partners LLC 1.83M (3.72%) -117.93K
Decreased by -6.45%
Jun 30, 24
6 T. Rowe Price Investment Management,Inc. 1.77M (3.61%) 69.72K
Increased by +3.93%
Jun 30, 24
7 JPMorgan Chase & Co 1.61M (3.28%) -34.83K
Decreased by -2.16%
Jun 30, 24
8 Ameriprise Financial Inc 1.26M (2.57%) -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 Conestoga Capital Advisors, LLC 1.19M (2.42%) 32.23K
Increased by +2.71%
Jun 30, 24
12 Geode Capital Management, LLC 1.11M (2.26%) 58.85K
Increased by +5.30%
Jun 30, 24
13 Champlain Investment Partners, LLC 1.10M (2.24%) -239.34K
Decreased by -21.74%
Jun 30, 24
14 Brown Capital Management, LLC 1.02M (2.08%) -32.34K
Decreased by -3.16%
Jun 30, 24
15 Brown Advisory Holdings Inc 1.02M (2.08%) -69.68K
Decreased by -6.83%
Jun 30, 24
16 Amvescap Plc. 991.20K (2.02%) -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 1.98M (4.02%) 149.46K
Increased by +7.55%
Jul 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.53M (3.11%) -4.71K
Decreased by -0.31%
Jul 31, 24
3 iShares Russell 2000 ETF 1.36M (2.76%) 8.61K
Increased by +0.63%
Aug 30, 24
4 Vanguard Small Cap Index 1.22M (2.49%) 5.39K
Increased by +0.44%
Jul 31, 24
5 Delaware Ivy Mid Cap Growth A 1.01M (2.05%) 0.00
Increased by 0.00%
Jul 31, 24
6 Champlain Small Company Fund, LLC 824.02K (1.68%) -169.99K
Decreased by -20.63%
Jun 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 746.27K (1.52%) 5.05K
Increased by +0.68%
Jul 31, 24
8 Brown Capital Mgmt Small Co Inv 733.38K (1.49%) 161.45K
Increased by +22.01%
Dec 31, 23
9 First Trust Cloud Computing ETF 700.95K (1.43%) -2.52K
Decreased by -0.36%
Aug 29, 24
10 Conestoga Small Cap Investors 696.63K (1.42%) 0.00
Increased by 0.00%
Jul 31, 24
11 Vanguard Small Cap Growth Index Inv 680.16K (1.38%) -2.65K
Decreased by -0.39%
Jul 31, 24
12 Vanguard Information Technology ETF 679.66K (1.38%) 8.40K
Increased by +1.24%
Jul 31, 24
13 T. Rowe Price Small-Cap Stock 602.04K (1.22%) -27.69K
Decreased by -4.60%
Jun 30, 24
14 T. Rowe Price US Small-Cap Core Equity 602.04K (1.22%) -27.69K
Decreased by -4.60%
Jun 30, 24
15 JPM Small Cap Equity-MA 542.53K (1.10%) 536.88K
Increased by +98.96%
Jun 30, 24
16 JPM US Small Cap Core-Composite 542.53K (1.10%) 0.00
Increased by 0.00%
Jun 30, 24
17 JPMorgan Small Cap Equity A 542.53K (1.10%) 0.00
Increased by 0.00%
Jun 30, 24
18 Delaware US Small Cap Core Equity (SMA) 532.29K (1.08%) 1.81K
Increased by +0.34%
Mar 31, 24
19 Macquarie US Small Cap Core Equity 532.29K (1.08%) 1.81K
Increased by +0.34%
Mar 31, 24
20 Delaware Small Cap Core I 526.16K (1.07%) -6.13K
Decreased by -1.17%
Jul 31, 24