Sumo Logic Inc (SUMO) Ownership

8.49 ↑0.78 (10.12%)

As of Market Close on May 27th, 2022.

Institutions
Mutual Funds

Institutional Ownership

Greylock XII GP LLC is the biggest individual institutional holder of Sumo Logic Inc (SUMO), owning a total of 14.8 million shares. Combined, the top 84 institutional holders of SUMO own 231.54% of the company with a total of 256 million shares.

In the latest ownership report, the top 84 institutional holders have increased their combined ownership of SUMO by 19.2 million shares, a 6.96% increase from the quarter prior.

Institution Ownership Chart

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Greylock XII GP LLC	13.659%	-20.017%	14,751,190	-3,691,700	2021-03-31
Greylock XII GP LLC	10.020%	-25.027%	11,059,490	-3,691,700	2021-06-30
Vanguard Group Inc	7.619%	12.619%	8,533,814	956,193	2021-12-31
Vanguard Group Inc	6.766%	15.329%	7,577,621	1,007,171	2021-09-30
Greylock XII GP LLC	6.578%	-33.380%	7,367,790	-3,691,700	2021-09-30
Vanguard Group Inc	6.084%	279.598%	6,570,450	4,839,554	2021-06-30
Sapphire Ventures (GPE) I, L.L.C.	5.971%	0.000%	6,448,005	0	2021-03-31
Sapphire Ventures (GPE) I, L.L.C.	5.842%	0.000%	6,448,005	0	2021-06-30
Sapphire Ventures (GPE) I, L.L.C.	5.757%	0.000%	6,448,005	0	2021-09-30
Sapphire Ventures (GPE) I, L.L.C.	5.757%	0.000%	6,448,005	0	2021-12-31
BlackRock Inc	5.559%	11.734%	6,225,852	653,842	2021-12-31
Tiger Technology Management LLC	5.044%	1.048%	5,447,687	56,500	2021-03-31
Tiger Technology Management LLC	5.014%	1.573%	5,533,367	85,680	2021-06-30
Tiger Technology Management LLC	4.953%	0.249%	5,547,150	13,783	2021-09-30
Accel XI Associates L.L.C.	4.860%	0.000%	5,248,820	0	2021-03-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	4.759%	0.000%	5,329,884	5,329,884	2021-12-31
Accel XI Associates L.L.C.	4.756%	0.000%	5,248,820	0	2021-06-30
Champlain Investment Partners, LLC	4.607%	0.298%	5,159,690	15,325	2021-12-31
Champlain Investment Partners, LLC	4.593%	62.784%	5,144,365	1,984,125	2021-09-30
Artemis Investment Management LLP	4.412%	44.700%	4,941,866	1,526,625	2021-12-31
BlackRock Inc	4.131%	282.479%	4,559,049	3,367,076	2021-06-30
Battery Management Corp	3.801%	10.938%	4,257,435	419,761	2021-12-31
Champlain Investment Partners, LLC	3.645%	-19.388%	4,159,355	-1,000,335	2022-03-31
Battery Management Corp	3.502%	0.000%	3,782,327	0	2021-03-31
Battery Management Corp	3.477%	1.463%	3,837,674	55,347	2021-06-30
Battery Management Corp	3.426%	0.000%	3,837,674	0	2021-09-30
Greylock XII GP LLC	3.282%	-50.106%	3,676,090	-3,691,700	2021-12-31
SC US (TTGP), LTD.	3.086%	0.000%	3,405,460	0	2021-03-31
Artemis Investment Management LLP	3.049%	143.273%	3,415,241	2,011,370	2021-09-30
Champlain Investment Partners, LLC	2.926%	900.709%	3,160,240	2,844,440	2021-06-30
ETF Managers Group, LLC	2.771%	29.398%	3,104,045	705,212	2021-12-31
Glynn Capital Management, LLC	2.721%	1,680.770%	2,938,274	2,773,274	2021-03-31
Glynn Capital Management, LLC	2.662%	0.000%	2,938,274	0	2021-06-30
Glynn Capital Management, LLC	2.623%	0.000%	2,938,274	0	2021-09-30
Institutional Venture Management XV, LLC	2.595%	-40.000%	2,802,197	-1,868,132	2021-03-31
Glynn Capital Management, LLC	2.575%	0.000%	2,938,274	0	2021-12-31
Brown Advisory Holdings Inc	2.566%	88.672%	2,874,379	1,350,897	2021-12-31
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	2.384%	112.061%	2,574,267	1,360,339	2021-06-30
ETF Managers Group, LLC	2.291%	51.179%	2,528,880	856,112	2021-06-30
SC US (TTGP), LTD.	2.200%	-28.705%	2,427,940	-977,520	2021-06-30
ETF Managers Group, LLC	2.142%	-5.143%	2,398,833	-130,047	2021-09-30
Tiger Technology Management LLC	1.899%	-61.656%	2,127,000	-3,420,150	2021-12-31
Legal & General Group PLC	1.789%	32.823%	2,003,713	495,159	2021-12-31
State Street Corporation	1.661%	18.801%	1,860,555	294,450	2021-12-31
SC US (TTGP), LTD.	1.626%	-25.000%	1,820,956	-606,984	2021-09-30
SC US (TTGP), LTD.	1.626%	0.000%	1,820,956	0	2021-12-31
Vanguard Group Inc	1.603%	31.848%	1,730,896	418,097	2021-03-31
ETF Managers Group, LLC	1.549%	2.993%	1,672,768	48,605	2021-03-31
Bank of New York Mellon Corp	1.426%	6.823%	1,597,230	102,019	2021-12-31
Geode Capital Management, LLC	1.415%	4.440%	1,584,722	67,371	2021-12-31
State Street Corporation	1.398%	19.412%	1,566,105	254,593	2021-09-30
Brown Advisory Holdings Inc	1.360%	14.750%	1,523,482	195,824	2021-09-30
Geode Capital Management, LLC	1.355%	81.473%	1,517,351	681,222	2021-09-30
Legal & General Group PLC	1.347%	4.279%	1,508,554	61,905	2021-09-30
Legal & General Group PLC	1.340%	96,925.400%	1,446,649	1,445,158	2021-06-30
Artemis Investment Management LLP	1.300%	0.000%	1,403,871	1,403,871	2021-06-30
Brown Advisory Holdings Inc	1.229%	175.961%	1,327,658	846,554	2021-03-31
State Street Corporation	1.214%	176.645%	1,311,512	837,435	2021-06-30
Mellon Investments Corporation	1.173%	6.046%	1,338,561	76,312	2021-12-31
Accel XI Associates L.L.C.	1.172%	-75.000%	1,312,202	-3,936,618	2021-09-30
ArrowMark Colorado Holdings, LLC (ArrowMark Partne	1.124%	-0.463%	1,213,928	-5,641	2021-03-31
Federated Hermes Inc	1.107%	0.000%	1,195,000	0	2021-03-31
BlackRock Inc	1.104%	-0.115%	1,191,973	-1,372	2021-03-31
Federated Hermes Inc	1.083%	0.000%	1,195,000	0	2021-06-30
Federated Hermes Inc	1.067%	0.000%	1,195,000	0	2021-09-30
Federated Hermes Inc	1.067%	0.000%	1,195,000	0	2021-12-31
Eagle Asset Management, Inc.	1.007%	21.098%	1,087,092	189,398	2021-03-31
Eagle Asset Management, Inc.	0.910%	-9.600%	982,730	-104,362	2021-06-30
Cross Creek Advisors, LLC	0.868%	0.000%	990,578	990,578	2021-12-31
Bank of New York Mellon Corp	0.794%	21.809%	856,975	153,435	2021-06-30
Geode Capital Management, LLC	0.774%	174.031%	836,129	531,007	2021-06-30
Northern Trust Corp	0.728%	1.922%	815,124	15,372	2021-12-31
Morgan Stanley - Brokerage Accounts	0.727%	133.208%	814,207	465,073	2021-12-31
Northern Trust Corp	0.714%	18.068%	799,752	122,388	2021-09-30
Goldman Sachs Group Inc	0.700%	13.749%	756,440	91,433	2021-03-31
Eagle Asset Management, Inc.	0.699%	-20.359%	782,654	-200,076	2021-09-30
Morgan Stanley - Brokerage Accounts	0.670%	288.883%	723,299	537,305	2021-03-31
Needham Investment Management, LLC	0.661%	79.143%	740,000	326,922	2021-09-30
Needham Investment Management, LLC	0.660%	136.449%	713,078	411,500	2021-03-31
Bank of New York Mellon Corp	0.651%	1,648.320%	703,540	663,299	2021-03-31
Goldman Sachs Group Inc	0.644%	148.386%	721,768	431,185	2021-09-30
Mellon Investments Corporation	0.619%	12,323.500%	668,014	662,637	2021-03-31
Northern Trust Corp	0.614%	270.862%	677,364	494,718	2021-06-30
Marshall Wace North America LP	0.603%	0.000%	651,695	651,695	2021-03-31

Mutual Fund Ownership

Champlain Small Company Fund, LLC is the biggest individual fund holder of Sumo Logic Inc (SUMO), owning a total of 4.1 million shares. Combined, the top 192 mutual fund holders of SUMO own 257.05% of the company with a total of 286 million shares.

In the latest ownership report, the top 192 mutual funds have increased their combined ownership of SUMO by 18.8 million shares, a 6.16% increase from the quarter prior.

Mutual Funds Chart

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Champlain Small Company Fund, LLC	3.690%	0.294%	4,072,545	11,950	2021-10-31
Champlain Small Company Fund, LLC	3.679%	17.269%	4,060,595	597,975	2021-09-30
Champlain Small Company Fund, LLC	3.631%	0.096%	4,067,150	3,885	2021-12-31
Champlain Small Company Fund, LLC	3.628%	-0.228%	4,063,265	-9,280	2021-11-30
Champlain Small Company Fund, LLC	3.580%	-1.421%	4,009,350	-57,800	2022-01-31
Champlain Small Company Fund, LLC	3.564%	-0.434%	3,991,945	-17,405	2022-02-28
Champlain Small Company Fund, LLC	3.137%	12.039%	3,462,620	372,070	2021-08-31
Champlain Small Company Fund, LLC	2.862%	24.005%	3,090,550	598,280	2021-07-31
Champlain Small Company Fund, LLC	2.850%	-18.533%	3,252,100	-739,845	2022-03-31
ETFMG Prime Cyber Security ETF	2.763%	0.407%	3,094,912	12,552	2021-12-30
ETFMG Prime Cyber Security ETF	2.763%	0.000%	3,094,912	0	2021-12-31
ETFMG Prime Cyber Security ETF	2.699%	0.000%	3,022,747	0	2022-01-31
ETFMG Prime Cyber Security ETF	2.665%	0.142%	2,984,542	4,245	2022-02-28
Vanguard Total Stock Mkt Idx Inv	2.536%	8.531%	2,893,678	227,458	2022-02-28
Champlain Small Company Fund, LLC	2.513%	-11.818%	2,867,780	-384,320	2022-04-30
Vanguard Total Stock Mkt Idx Inv	2.488%	-1.907%	2,838,485	-55,193	2022-03-31
Vanguard Total Stock Mkt Idx Inv	2.481%	-0.255%	2,831,261	-7,224	2022-04-30
Vanguard Total Stock Mkt Idx Inv	2.381%	11.217%	2,666,220	268,900	2021-12-31
Vanguard Total Stock Mkt Idx Inv	2.381%	0.000%	2,666,220	0	2022-01-31
ETFMG Prime Cyber Security ETF	2.370%	0.000%	2,559,064	0	2021-07-30
ETFMG Prime Cyber Security ETF	2.357%	0.132%	2,545,616	3,362	2021-08-31
L&G Cyber Security ETF	2.335%	0.150%	2,664,150	4,000	2022-04-29
ETFMG Prime Cyber Security ETF	2.332%	-0.921%	2,518,720	-23,403	2021-06-30
Champlain Small Company Fund, LLC	2.308%	102.741%	2,492,270	1,262,985	2021-06-30
L&G Cyber Security ETF	2.275%	0.300%	2,596,088	7,767	2022-03-31
Vanguard Total Stock Mkt Idx Inv	2.218%	279.103%	2,395,290	1,763,459	2021-06-30
Vanguard Total Stock Mkt Idx Inv	2.218%	0.000%	2,395,290	0	2021-07-31
Champlain Small Company Adv	2.193%	64.626%	2,420,000	950,000	2021-09-30
Champlain Small Company Adv	2.174%	0.620%	2,435,000	15,000	2021-12-31
Vanguard Total Stock Mkt Idx Inv	2.172%	0.007%	2,397,320	171	2021-10-31
Vanguard Total Stock Mkt Idx Inv	2.172%	0.078%	2,397,149	1,859	2021-09-30
Vanguard Total Stock Mkt Idx Inv	2.170%	0.000%	2,395,290	0	2021-08-31
ETFMG Prime Cyber Security ETF	2.165%	0.000%	2,388,960	0	2021-09-30
Vanguard Total Stock Mkt Idx Inv	2.140%	0.000%	2,397,320	0	2021-11-30
ETFMG Prime Cyber Security ETF	2.134%	-0.267%	2,355,628	-6,298	2021-10-29
L&G Cyber Security ETF	2.121%	-0.168%	2,375,103	-4,002	2022-02-28
ETFMG Prime Cyber Security ETF	2.114%	0.000%	2,333,585	0	2021-11-30
Vanguard Small Cap Index	2.104%	1.677%	2,400,738	39,584	2022-03-31
Vanguard Small Cap Index	2.104%	-0.028%	2,400,059	-679	2022-04-30
Vanguard Small Cap Index	2.103%	0.061%	2,355,874	1,440	2022-01-31
Vanguard Small Cap Index	2.102%	9.517%	2,354,434	204,596	2021-12-31
Vanguard Small Cap Index	2.069%	0.224%	2,361,154	5,280	2022-02-28
Vanguard Small Cap Index	1.959%	289.007%	2,115,287	1,571,521	2021-06-30
Vanguard Small Cap Index	1.956%	-0.115%	2,112,859	-2,428	2021-07-31
Vanguard Small Cap Index	1.937%	0.687%	2,137,610	14,585	2021-10-31
Vanguard Small Cap Index	1.924%	0.506%	2,123,539	10,680	2021-08-31
Vanguard Small Cap Index	1.924%	-0.024%	2,123,025	-514	2021-09-30
Vanguard Small Cap Index	1.919%	0.572%	2,149,838	12,228	2021-11-30
L&G Cyber Security ETF	1.892%	0.000%	2,119,617	0	2022-01-31
iShares Russell 2000 ETF	1.840%	-0.016%	2,030,461	-322	2021-11-30
iShares Russell 2000 ETF	1.810%	-0.414%	2,027,059	-8,424	2021-12-29
iShares Russell 2000 ETF	1.809%	-1.022%	2,025,586	-20,916	2022-01-31
iShares Russell 2000 ETF	1.807%	0.308%	1,994,075	6,118	2021-10-29
iShares Russell 2000 ETF	1.799%	0.064%	2,014,423	1,296	2021-12-31
iShares Russell 2000 ETF	1.794%	-0.591%	2,008,986	-11,952	2022-02-28
iShares Russell 2000 ETF	1.783%	0.459%	2,034,226	9,288	2022-04-28
L&G Cyber Security ETF	1.781%	0.387%	1,994,552	7,681	2021-12-31
L&G Cyber Security ETF	1.774%	0.000%	1,986,871	0	2021-12-30
iShares Russell 2000 ETF	1.773%	0.279%	1,957,235	5,440	2021-09-30
iShares Russell 2000 ETF	1.764%	-0.314%	2,012,860	-6,346	2022-03-31
iShares Russell 2000 ETF	1.761%	-1.235%	2,009,114	-25,112	2022-04-29
L&G Cyber Security ETF	1.754%	0.000%	1,936,365	0	2021-11-30
iShares Russell 2000 ETF	1.742%	-0.092%	1,881,744	-1,731	2021-08-31
Vanguard Explorer Inv	1.740%	7.905%	1,985,179	145,429	2022-03-31
L&G Cyber Security ETF	1.730%	0.086%	1,908,887	1,632	2021-10-29
iShares Russell 2000 ETF	1.725%	-0.722%	1,862,395	-13,552	2021-06-30
iShares Russell 2000 ETF	1.705%	-0.698%	1,840,835	-12,936	2021-07-30
Vanguard Explorer Inv	1.643%	92.609%	1,839,750	884,578	2021-12-31
Artemis US Smaller Companies I Acc GBP	1.568%	30.786%	1,755,935	413,334	2021-10-31
Artemis US Smaller Companies I Acc GBP	1.568%	0.000%	1,755,935	0	2021-11-30
Artemis US Smaller Companies I Acc GBP	1.539%	0.000%	1,755,935	0	2021-12-31
Artemis US Smaller Companies I Acc GBP	1.539%	0.000%	1,755,935	0	2022-01-31
Champlain Small Company Adv	1.361%	2,314.980%	1,470,000	1,409,130	2021-06-30
L&G Cyber Security ETF	1.357%	0.130%	1,497,649	1,942	2021-09-30
L&G Cyber Security ETF	1.356%	0.000%	1,464,853	0	2021-08-31
L&G Cyber Security ETF	1.355%	0.088%	1,495,707	1,308	2021-09-29
L&G Cyber Security ETF	1.352%	0.000%	1,459,995	0	2021-07-30
L&G Cyber Security ETF	1.327%	0.046%	1,433,288	653	2021-06-30
Vanguard Small Cap Growth Index Inv	1.268%	98.444%	1,447,070	717,863	2022-03-31
Vanguard Small Cap Growth Index Inv	1.268%	-0.038%	1,446,516	-554	2022-04-30
Vanguard Small Cap Value Index Inv	1.224%	0.126%	1,321,532	1,666	2021-07-31
Vanguard Small Cap Value Index Inv	1.222%	305.957%	1,319,866	994,741	2021-06-30
Artemis US Smaller Companies I Acc GBP	1.217%	81.032%	1,342,601	600,963	2021-07-31
Artemis US Smaller Companies I Acc GBP	1.217%	0.000%	1,342,601	0	2021-08-31
Artemis US Smaller Companies I Acc GBP	1.199%	0.000%	1,342,601	0	2021-09-30
Vanguard Small Cap Value Index Inv	1.195%	-0.162%	1,319,390	-2,142	2021-08-31
Federated Hermes Kaufmann Small Cap A	1.107%	0.000%	1,195,000	0	2021-03-31
Federated Hermes Kaufmann Small Cap Grow	1.107%	0.000%	1,195,000	0	2021-03-31
Federated Hermes Kaufmann Small Cap A	1.107%	0.000%	1,195,000	0	2021-06-30
Federated Hermes Kaufmann Small Cap Grow	1.107%	0.000%	1,195,000	0	2021-06-30
Federated Hermes Kaufmann Small Cap A	1.083%	0.000%	1,195,000	0	2021-09-30
Federated Hermes Kaufmann Small Cap Grow	1.083%	0.000%	1,195,000	0	2021-09-30
Federated Hermes Kaufmann Small Cap A	1.067%	0.000%	1,195,000	0	2021-12-31
Federated Hermes Kaufmann Small Cap Grow	1.067%	0.000%	1,195,000	0	2021-12-31
WisdomTree Cloud Computing ETF	1.056%	0.000%	1,140,926	0	2021-08-31
Federated Hermes Kaufmann Small Cap A	1.047%	0.000%	1,195,000	0	2022-03-31
Federated Hermes Kaufmann Small Cap Grow	1.047%	0.000%	1,195,000	0	2022-03-31
Vanguard Extended Market Index Investor	1.032%	1.553%	1,177,878	18,015	2022-03-31
WisdomTree Cloud Computing ETF	1.031%	0.336%	1,138,378	3,810	2021-11-30
Vanguard Extended Market Index Investor	1.030%	-0.246%	1,174,982	-2,896	2022-04-30
WisdomTree Cloud Computing ETF	1.029%	-0.657%	1,152,360	-7,626	2021-12-30
WisdomTree Cloud Computing ETF	1.026%	-0.331%	1,148,547	-3,813	2021-12-31
Vanguard Extended Market Index Investor	1.025%	1.963%	1,148,473	22,106	2021-12-31
Vanguard Extended Market Index Investor	1.022%	-0.341%	1,144,554	-3,919	2022-01-31
Vanguard Extended Market Index Investor	1.017%	1.338%	1,159,863	15,309	2022-02-28
Vanguard Extended Market Index Investor	1.014%	0.205%	1,118,995	2,287	2021-10-31
WisdomTree Cloud Computing ETF	1.012%	-0.453%	1,116,803	-5,080	2021-09-30
Vanguard Extended Market Index Investor	1.012%	413.720%	1,116,708	899,331	2021-09-30
Vanguard Extended Market Index Investor	1.006%	0.659%	1,126,367	7,372	2021-11-30
WisdomTree Cloud Computing ETF	1.002%	0.000%	1,105,373	0	2021-10-21
Artemis Funds(Lux) US Smlr Coms FI USD	0.950%	2.565%	1,084,335	27,119	2022-02-28
Artemis Funds(Lux) US Smlr Coms FI USD	0.950%	0.000%	1,084,335	0	2022-03-31
WisdomTree Cloud Computing ETF	0.948%	-1.303%	1,062,053	-14,017	2022-01-31
ArtemisFds(Lux) US Extd Alpha I GBP Acc	0.947%	1.047%	1,080,791	11,202	2022-03-31
Artemis Funds(Lux) US Smlr Coms FI USD	0.944%	11.650%	1,057,216	110,316	2021-11-30
Artemis Funds(Lux) US Smlr Coms FI USD	0.944%	0.000%	1,057,216	0	2021-12-31
Artemis Funds(Lux) US Smlr Coms FI USD	0.944%	0.000%	1,057,216	0	2022-01-31
ArtemisFds(Lux) US Extd Alpha I GBP Acc	0.937%	3.866%	1,069,589	39,814	2022-02-28
ArtemisFds(Lux) US Extd Alpha I GBP Acc	0.919%	19.861%	1,029,775	170,636	2022-01-31
Old Westbury Small & Mid Cap Strategies	0.898%	31.807%	1,025,000	247,345	2022-01-31
Vanguard Explorer Inv	0.887%	165.170%	957,366	596,328	2021-06-30
Meridian Growth Legacy	0.877%	69.910%	982,385	404,204	2021-12-31
Meridian Growth Legacy	0.861%	0.000%	982,385	0	2022-03-31
Artemis Funds(Lux) US Smlr Coms FI USD	0.858%	29.090%	946,900	213,382	2021-10-31
Vanguard Explorer Inv	0.853%	-0.229%	955,172	-2,194	2021-09-30
WisdomTree Cloud Computing ETF	0.845%	0.000%	963,627	0	2022-04-29
WisdomTree Cloud Computing ETF	0.841%	0.000%	941,810	0	2022-02-28
WisdomTree Cloud Computing ETF	0.832%	-0.121%	948,709	-1,146	2022-03-31
Brown Advisory Small-Cap Growth Inv	0.821%	12.488%	919,569	102,088	2022-01-31
Brown Advisory Small-Cap Growth Inv	0.820%	1.764%	935,788	16,219	2022-02-28
Brown Advisory Small-Cap Growth Inv	0.820%	0.000%	935,788	0	2022-03-31
Brown Advisory Small-Cap Growth Inv	0.820%	0.000%	935,788	0	2022-04-30
ArtemisFds(Lux) US Extd Alpha I GBP Acc	0.785%	11.707%	879,259	92,150	2021-11-30
ArtemisFds(Lux) US Extd Alpha I GBP Acc	0.767%	-2.288%	859,139	-20,120	2021-12-31
Brown Advisory Small-Cap Growth Inv	0.730%	88.736%	817,481	384,347	2021-12-31
ArtemisFds(Lux) US Extd Alpha I GBP Acc	0.713%	31.553%	787,109	188,789	2021-10-31
Old Westbury Small & Mid Cap Strategies	0.694%	3.754%	777,655	28,135	2021-10-31
Old Westbury Small & Mid Cap Strategies	0.679%	233.120%	749,520	524,520	2021-07-31
Vanguard Small Cap Value Index Inv	0.679%	2.535%	774,355	19,145	2022-02-28
Vanguard Small Cap Value Index Inv	0.674%	0.811%	755,210	6,072	2022-01-31
Artemis US Smaller Companies I Acc GBP	0.672%	0.000%	741,638	741,638	2021-06-30
Vanguard Small Cap Value Index Inv	0.669%	10.705%	749,138	72,442	2021-12-31
Artemis Funds(Lux) US Smlr Coms FI USD	0.665%	9.310%	733,518	62,472	2021-08-31
Artemis Funds(Lux) US Smlr Coms FI USD	0.665%	0.000%	733,518	0	2021-09-30
Artemis US Extended Alpha I Acc GBP	0.659%	16.358%	751,767	105,685	2022-01-31
Vanguard Small Cap Growth Index Inv	0.654%	8.396%	732,720	56,754	2021-12-31
iShares Russell 2000 Growth ETF	0.651%	0.119%	729,373	863	2021-12-29
Vanguard Small Cap Growth Index Inv	0.650%	-0.632%	728,087	-4,633	2022-01-31
iShares Russell 2000 Growth ETF	0.649%	0.000%	740,834	0	2022-03-31
iShares Russell 2000 Growth ETF	0.649%	0.000%	726,784	0	2021-12-31
Vanguard Small Cap Growth Index Inv	0.639%	0.154%	729,207	1,120	2022-02-28
iShares Russell 2000 Growth ETF	0.636%	0.000%	725,066	0	2022-04-28
iShares Russell 2000 Growth ETF	0.636%	0.000%	725,066	0	2022-04-29
UBS: US Equity Small Cap Growth	0.634%	0.000%	684,285	0	2021-03-31
Artemis Funds(Lux) US Smlr Coms FI USD	0.621%	70.296%	671,046	277,000	2021-07-31
UBS: US Equity Small Cap Growth	0.620%	0.000%	684,285	0	2021-06-30
iShares Russell 2000 Growth ETF	0.617%	0.248%	681,336	1,684	2021-09-30
iShares Russell 2000 Growth ETF	0.617%	0.000%	680,962	0	2021-11-30
iShares Russell 2000 Growth ETF	0.612%	0.000%	675,844	0	2021-10-29
Vanguard Small Cap Growth Index Inv	0.612%	0.247%	675,823	1,664	2021-10-31
UBS: US Equity Small Cap Growth	0.611%	0.000%	684,285	0	2021-09-30
Vanguard Small Cap Growth Index Inv	0.611%	0.000%	674,159	674,159	2021-09-30
Vanguard Small Cap Value Index Inv	0.608%	0.639%	670,816	4,260	2021-10-31
iShares Russell 2000 Growth ETF	0.606%	0.126%	653,895	820	2021-06-30
Vanguard Small Cap Value Index Inv	0.604%	0.877%	676,696	5,880	2021-11-30
iShares Russell 2000 Growth ETF	0.604%	0.252%	652,255	1,640	2021-07-30
Vanguard Small Cap Value Index Inv	0.604%	-49.480%	666,556	-652,834	2021-09-30
Vanguard Small Cap Growth Index Inv	0.604%	0.021%	675,966	143	2021-11-30
iShares Russell 2000 Growth ETF	0.601%	0.000%	648,975	0	2021-08-31
UBS: US Equity Small Cap Growth	0.600%	0.000%	684,285	0	2021-12-31
WisdomTree Cloud Computing ETF	0.582%	0.110%	628,353	688	2021-06-30
WisdomTree Cloud Computing ETF	0.570%	0.000%	615,969	0	2021-07-30
Fidelity® Small Cap Index	0.550%	1.641%	607,057	9,802	2021-08-31
Fidelity® Small Cap Index	0.549%	414.743%	592,547	477,432	2021-06-30
WisdomTree Cloud Computing ETF USD Acc	0.549%	-0.461%	592,418	-2,742	2021-08-31
Needham Small Cap Growth Retail	0.544%	100.000%	600,000	300,000	2021-09-30
ArtemisFds(Lux) US Extd Alpha I GBP Acc	0.542%	40.483%	598,320	172,419	2021-09-30
Fidelity® Small Cap Index	0.541%	0.795%	597,255	4,708	2021-07-31
Meridian Growth Legacy	0.535%	59.221%	578,181	215,050	2021-06-30
WisdomTree Cloud Computing ETF USD Acc	0.521%	-0.858%	575,420	-4,980	2021-09-30
Carillon Eagle Small Cap Growth A	0.499%	0.000%	539,150	0	2021-06-30
Brown Advisory Small-Cap Growth Inv	0.401%	0.000%	433,134	0	2021-06-30
Brown Advisory Small-Cap Growth Inv	0.401%	0.000%	433,134	0	2021-07-31
Brown Advisory Small-Cap Growth Inv	0.392%	0.000%	433,134	0	2021-08-31
Artemis Funds(Lux) US Smlr Coms FI USD	0.365%	0.000%	394,046	394,046	2021-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.342%	1.622%	369,700	5,900	2021-07-31
WisdomTree Cloud Computing ETF USD Acc	0.339%	-0.263%	366,185	-964	2021-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.337%	435.788%	363,800	295,900	2021-06-30
Meridian Growth Legacy	0.336%	0.000%	363,131	363,131	2021-03-31
Vanguard Explorer Inv	0.334%	-63.643%	361,038	-632,002	2021-03-31
Eagle Small Cap Growth â€“ Institutional	0.331%	-1.818%	357,162	-6,614	2021-06-30
WisdomTree Cloud Computing ETF USD Acc	0.327%	-0.335%	352,987	-1,187	2021-07-30