Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKK 1000.00%
2 JKJ 1000.00%
3 IYY 1000.00%
4 ISCB 1000.00%
5 IGM 1000.00%
6 IWV 1000.00%
7 IWO 1000.00%
8 IWM 1000.00%
9 ITOT 1000.00%
10 ISCG 1000.00%
11 CLOU 3.49%
12 BIGD 2.96%
13 SKYY 1.77%
14 WCEO 1.40%
15 SKYU 1.34%
16 NSCS 1.31%
17 WCLD 1.23%
18 XSW 0.70%
19 CLDL 0.65%
20 SMLF 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.95M (10.26%) 63.46K
Increased by +1.28%
Sep 30, 23
2 BlackRock Inc 3.77M (7.81%) 26.85K
Increased by +0.71%
Sep 30, 23
3 Macquarie Group Ltd 2.02M (4.19%) 141.10K
Increased by +6.97%
Sep 30, 23
4 Riverbridge Partners LLC 1.91M (3.97%) -179.88K
Decreased by -9.39%
Sep 30, 23
5 FMR Inc 1.84M (3.81%) 220.88K
Increased by +12.00%
Sep 30, 23
6 T. Rowe Price Investment Management,Inc. 1.56M (3.24%) -60.03K
Decreased by -3.84%
Sep 30, 23
7 Ameriprise Financial Inc 1.55M (3.20%) 126.09K
Increased by +8.15%
Sep 30, 23
8 JPMorgan Chase & Co 1.43M (2.95%) 468.78K
Increased by +32.89%
Sep 30, 23
9 Artisan Partners Limited Partnership 1.22M (2.53%) 51.92K
Increased by +4.24%
Sep 30, 23
10 Amvescap Plc. 1.18M (2.44%) 398.61K
Increased by +33.86%
Sep 30, 23
11 Brown Advisory Holdings Inc 1.10M (2.27%) -104.97K
Decreased by -9.56%
Sep 30, 23
12 State Street Corporation 1.08M (2.23%) 12.46K
Increased by +1.16%
Sep 30, 23
13 Brown Capital Management, LLC 1.04M (2.15%) 45.37K
Increased by +4.37%
Sep 30, 23
14 Geode Capital Management, LLC 959.95K (1.99%) 43.30K
Increased by +4.51%
Sep 30, 23
15 Conestoga Capital Advisors, LLC 947.29K (1.96%) 28.98K
Increased by +3.06%
Sep 30, 23
16 Champlain Investment Partners, LLC 891.18K (1.85%) -261.07K
Decreased by -29.29%
Sep 30, 23
17 Mairs & Power Inc 793.26K (1.64%) -12.84K
Decreased by -1.62%
Sep 30, 23
18 Loomis, Sayles & Company LP 683.42K (1.42%) 419.64K
Increased by +61.40%
Sep 30, 23
19 Thrivent Financial For Lutherans 636.11K (1.32%) -275.81K
Decreased by -43.36%
Sep 30, 23
20 Northern Trust Corp 594.35K (1.23%) 2.11K
Increased by +0.36%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.48M (3.06%) 1.90K
Increased by +0.13%
Nov 30, 23
2 iShares Russell 2000 ETF 1.33M (2.75%) 8.47K
Increased by +0.64%
Dec 29, 23
3 Fidelity Select Software & IT Svcs Port 1.24M (2.56%) 194.38K
Increased by +15.72%
Nov 30, 23
4 Vanguard Small Cap Index 1.23M (2.54%) 5.48K
Increased by +0.45%
Nov 30, 23
5 Select Software & IT Svcs Port 1.04M (2.16%) 313.82K
Increased by +30.10%
Oct 31, 23
6 Delaware Ivy Mid Cap Growth A 796.79K (1.65%) 0.00
Increased by 0.00%
Sep 30, 23
7 Vanguard Small Cap Growth Index Inv 685.83K (1.42%) 3.88K
Increased by +0.57%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 679.34K (1.41%) 9.27K
Increased by +1.37%
Nov 30, 23
9 Champlain Small Company Fund, LLC 673.79K (1.40%) -5.83K
Decreased by -0.87%
Nov 30, 23
10 T. Rowe Price Small-Cap Stock 578.93K (1.20%) -800.00
Decreased by -0.14%
Sep 30, 23
11 T. Rowe Price US Small-Cap Core Equity 578.93K (1.20%) -800.00
Decreased by -0.14%
Sep 30, 23
12 Brown Capital Mgmt Small Co Inv 571.93K (1.18%) 28.84K
Increased by +5.04%
Sep 30, 23
13 Conestoga Small Cap Investors 568.09K (1.18%) 0.00
Increased by 0.00%
Nov 30, 23
14 First Trust Cloud Computing ETF 540.90K (1.12%) -184.00
Decreased by -0.03%
Dec 28, 23
15 Delaware Small Cap Core I 530.49K (1.10%) 0.00
Increased by 0.00%
Nov 30, 23
16 Macquarie US Small Cap Core Equity 530.49K (1.10%) 0.00
Increased by 0.00%
Dec 31, 23
17 Mairs & Power Growth 512.86K (1.06%) 0.00
Increased by 0.00%
Sep 30, 23
18 Mairs & Power Multi Cap 512.86K (1.06%) 0.00
Increased by 0.00%
Sep 30, 23
19 Artisan Small Cap Investor 508.15K (1.05%) 14.53K
Increased by +2.86%
Sep 30, 23
20 Artisan U.S. Small-Cap Growth 508.15K (1.05%) 14.53K
Increased by +2.86%
Sep 30, 23