Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHAK 1000.00%
2 IWV 1000.00%
3 IWO 1000.00%
4 IWM 1000.00%
5 JKJ 1000.00%
6 IUSG 1000.00%
7 ITOT 1000.00%
8 JKK 1000.00%
9 ISCG 1000.00%
10 ISCB 1000.00%
11 IGM 1000.00%
12 PSWD 4.92%
13 BUG 4.42%
14 WCBR 4.22%
15 CLOU 4.06%
16 FFTY 3.19%
17 HACK 2.96%
18 CIBR 2.83%
19 OALC 2.45%
20 SRHQ 2.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 5.06M (14.02%) 315.79K
Increased by +6.24%
Sep 30, 23
2 Vanguard Group Inc 3.74M (10.36%) 45.87K
Increased by +1.23%
Sep 30, 23
3 Neuberger Berman Group LLC 1.96M (5.42%) -4.14K
Decreased by -0.21%
Sep 30, 23
4 State Street Corporation 1.25M (3.47%) 38.56K
Increased by +3.08%
Sep 30, 23
5 First Trust Advisors L.P. 1.25M (3.45%) -88.66K
Decreased by -7.12%
Sep 30, 23
6 Congress Asset Management Company, LLP 1.14M (3.15%) 54.22K
Increased by +4.77%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 1.03M (2.84%) 62.38K
Increased by +6.08%
Sep 30, 23
8 Geode Capital Management, LLC 982.77K (2.72%) 82.96K
Increased by +8.44%
Sep 30, 23
9 Legal & General Group PLC 887.99K (2.46%) 12.79K
Increased by +1.44%
Sep 30, 23
10 BTIM Corp 794.79K (2.20%) 33.21K
Increased by +4.18%
Sep 30, 23
11 Dimensional Fund Advisors, Inc. 717.77K (1.99%) 20.52K
Increased by +2.86%
Sep 30, 23
12 American Capital Management Inc 689.68K (1.91%) -7.62K
Decreased by -1.11%
Sep 30, 23
13 Fundsmith LLP 653.89K (1.81%) -4.51K
Decreased by -0.69%
Sep 30, 23
14 Northern Trust Corp 570.96K (1.58%) 14.27K
Increased by +2.50%
Sep 30, 23
15 CDAM (UK) Ltd 553.73K (1.53%) -9.65K
Decreased by -1.74%
Sep 30, 23
16 FMR Inc 517.74K (1.43%) 10.95K
Increased by +2.11%
Sep 30, 23
17 Van Berkom and Associates Inc 511.57K (1.42%) 46.14K
Increased by +9.02%
Sep 30, 23
18 Charles Schwab Investment Management Inc 469.73K (1.30%) 35.17K
Increased by +7.49%
Sep 30, 23
19 Credit Suisse First Boston (CSFB) 447.75K (1.24%) -28.73K
Decreased by -6.42%
Sep 30, 23
20 Mirae Asset Global Investments (Korea) Co Ltd 428.80K (1.19%) -54.16K
Decreased by -12.63%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Neuberger Berman Genesis Inv 1.25M (3.47%) -7.78K
Decreased by -0.62%
Sep 30, 23
2 iShares Core S&P Mid-Cap ETF 1.12M (3.09%) -202.00
Decreased by -0.02%
Dec 29, 23
3 Vanguard Total Stock Mkt Idx Inv 1.09M (3.01%) 1.33K
Increased by +0.12%
Nov 30, 23
4 iShares Russell 2000 ETF 995.28K (2.76%) 6.32K
Increased by +0.64%
Dec 29, 23
5 Vanguard Small Cap Index 903.30K (2.50%) 3.72K
Increased by +0.41%
Nov 30, 23
6 First Trust NASDAQ Cybersecurity ETF 883.16K (2.45%) 0.00
Increased by 0.00%
Dec 28, 23
7 L&G Cyber Security ETF 704.07K (1.95%) -2.41K
Decreased by -0.34%
Dec 29, 23
8 Smithson Investment Trust Ord 623.36K (1.73%) 0.00
Increased by 0.00%
Aug 31, 23
9 Vanguard Institutional Extnd Mkt Idx Tr 525.47K (1.46%) 11.60K
Increased by +2.21%
Nov 30, 23
10 Vanguard Small Cap Growth Index Inv 505.82K (1.40%) 3.44K
Increased by +0.68%
Nov 30, 23
11 Fidelity® Small Cap Index 358.56K (0.99%) 9.63K
Increased by +2.69%
Oct 31, 23
12 MUAM Cyber Security Equity Mother Fund 335.85K (0.93%) -7.18K
Decreased by -2.14%
Jun 6, 23
13 iShares Russell 2000 Growth ETF 329.92K (0.91%) 0.00
Increased by 0.00%
Dec 29, 23
14 Vanguard Information Technology ETF 310.89K (0.86%) -35.88K
Decreased by -11.54%
Nov 30, 23
15 SPDR® S&P MIDCAP 400 ETF Trust 293.98K (0.81%) -2.54K
Decreased by -0.86%
Nov 30, 23
16 Ranger Small Cap 288.75K (0.80%) -10.82K
Decreased by -3.75%
Sep 30, 23
17 ClearBridge Small Cap Growth A 282.19K (0.78%) -1.14K
Decreased by -0.40%
Sep 30, 23
18 Congress Asset Mgt Mid Cap Growth 281.45K (0.78%) 0.00
Increased by 0.00%
Sep 30, 23
19 ClearBridge Small Cap Growth 279.08K (0.77%) 0.00
Increased by 0.00%
Nov 30, 23