Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CLOU 4.04%
2 BIGD 2.96%
3 SKYY 2.00%
4 NSCS 1.80%
5 WCLD 1.68%
6 SKYU 1.16%
7 WCEO 0.96%
8 XSW 0.79%
9 CLDL 0.69%
10 HAPS 0.67%
11 IWO 0.39%
12 SMLF 0.38%
13 AIEQ 0.36%
14 VTWG 0.33%
15 FESM 0.32%
16 JPSE 0.29%
17 JHSC 0.29%
18 RFLR 0.25%
19 STXK 0.24%
20 TMFX 0.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.73M (11.62%) 398.47K
Increased by +6.95%
Sep 30, 24
2 BlackRock Inc 4.24M (8.60%) 114.52K
Increased by +2.70%
Jun 30, 24
3 FMR Inc 3.78M (7.67%) 219.47K
Increased by +5.80%
Sep 30, 24
4 Macquarie Group Ltd 2.09M (4.24%) -18.70K
Decreased by -0.89%
Sep 30, 24
5 T. Rowe Price Investment Management,Inc. 1.95M (3.95%) 175.19K
Increased by +8.99%
Sep 30, 24
6 Riverbridge Partners LLC 1.75M (3.55%) -77.45K
Decreased by -4.42%
Sep 30, 24
7 JPMorgan Chase & Co 1.39M (2.82%) -223.09K
Decreased by -16.04%
Sep 30, 24
8 State Street Corp 1.19M (2.42%) 1.02K
Increased by +0.09%
Sep 30, 24
9 State Street Corporation 1.19M (2.42%) 25.00K
Increased by +2.10%
Mar 31, 24
10 Geode Capital Management, LLC 1.14M (2.32%) 35.03K
Increased by +3.06%
Sep 30, 24
11 Champlain Investment Partners, LLC 1.10M (2.23%) -239.34K
Decreased by -21.74%
Jun 30, 24
12 Conestoga Capital Advisors, LLC 1.02M (2.08%) -163.74K
Decreased by -15.98%
Sep 30, 24
13 Ameriprise Financial Inc 1.02M (2.08%) -241.16K
Decreased by -23.56%
Sep 30, 24
14 Amvescap Plc. 991.20K (2.01%) -185.85K
Decreased by -18.75%
Dec 31, 23
15 Brown Capital Management, LLC 913.73K (1.85%) -108.61K
Decreased by -11.89%
Sep 30, 24
16 Mairs & Power Inc 835.09K (1.69%) 51.68K
Increased by +6.19%
Sep 30, 24
17 First Trust Advisors L.P. 800.05K (1.62%) -18.59K
Decreased by -2.32%
Sep 30, 24
18 Loomis, Sayles & Company LP 728.38K (1.48%) 86.75K
Increased by +11.91%
Sep 30, 24
19 DF Dent & Co Inc 656.09K (1.33%) 161.90K
Increased by +24.68%
Mar 31, 24
20 Brown Advisory Holdings Inc 647.28K (1.31%) -373.40K
Decreased by -57.69%
Sep 30, 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%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 1.52M (3.09%) -8.93K
Decreased by -0.59%
Oct 31, 24
3 iShares Russell 2000 ETF 1.41M (2.87%) 0.00
Increased by 0.00%
Nov 30, 24
4 Vanguard Small Cap Index 1.22M (2.48%) 2.40K
Increased by +0.20%
Oct 31, 24
5 Vanguard Information Technology ETF 1.02M (2.07%) 4.54K
Increased by +0.45%
Oct 31, 24
6 Delaware Ivy Mid Cap Growth A 977.16K (1.98%) -29.08K
Decreased by -2.98%
Oct 31, 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 749.48K (1.52%) -2.79K
Decreased by -0.37%
Oct 31, 24
9 First Trust Cloud Computing ETF 725.43K (1.47%) 1.21K
Increased by +0.17%
Nov 28, 24
10 Conestoga Small Cap Investors 680.18K (1.38%) 147.00K
Increased by +21.61%
Oct 31, 24
11 Vanguard Small Cap Growth Index Inv 673.06K (1.36%) -3.58K
Decreased by -0.53%
Oct 31, 24
12 T. Rowe Price US Small-Cap Core Equity 661.13K (1.34%) 59.09K
Increased by +8.94%
Sep 30, 24
13 T. Rowe Price Small-Cap Stock 660.04K (1.34%) -1.09K
Decreased by -0.17%
Oct 31, 24
14 JPM US Small Cap Core-Composite 542.53K (1.10%) 0.00
Increased by 0.00%
Jun 30, 24
15 Mairs & Power Growth 532.86K (1.08%) 20.00K
Increased by +3.75%
Sep 30, 24
16 Mairs & Power Multi Cap 532.86K (1.08%) 20.00K
Increased by +3.75%
Sep 30, 24
17 Delaware US Small Cap Core Equity (SMA) 532.29K (1.08%) 1.81K
Increased by +0.34%
Mar 31, 24
18 Macquarie US Small Cap Core Equity 532.29K (1.08%) 1.81K
Increased by +0.34%
Mar 31, 24
19 Champlain Small Company Adv 524.82K (1.06%) -25.18K
Decreased by -4.80%
Jun 30, 24
20 Artisan Small Cap Investor 522.04K (1.06%) 13.88K
Increased by +2.66%
Dec 31, 23