Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IWC 0.08%
2 AVSC 0.05%
3 SCHA 0.01%
4 ITOT 0%
5 SCHB 0%
6 DFAT 0%
7 AVUS 0%
8 DFUS 0%
9 VTI 0%
10 VXF 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 13.86M (17.18%) 0
Increased by 0%
Dec 31, 23
2 Redmile Group, LLC 8.03M (9.95%) 0
Increased by 0%
Sep 30, 23
3 Vanguard Group Inc 2.58M (3.19%) 110.03K
Increased by +4.27%
Dec 31, 23
4 Casdin Capital, LLC 973.26K (1.21%) 0
Increased by 0%
Dec 31, 23
5 BlackRock Inc 845.72K (1.05%) -412.08K
Decreased by -48.73%
Dec 31, 23
6 Junked Platinum Investment Management Ltd 837.6K (1.04%) -469.07K
Decreased by -56%
Dec 31, 23
7 Geode Capital Management, LLC 662.68K (0.82%) 93.51K
Increased by +14.11%
Dec 31, 23
8 Millennium Management LLC 527.74K (0.65%) -189.16K
Decreased by -35.84%
Dec 31, 23
9 Jacobs Levy Equity Management, Inc. 413.68K (0.51%) 413.68K
Increased by +100%
Sep 30, 23
10 HSBC Holdings PLC 407.58K (0.51%) 247.02K
Increased by +60.61%
Dec 31, 23
11 Royce & Associates, LP 387.77K (0.48%) 387.77K
Increased by +100%
Dec 31, 23
12 Charles Schwab Investment Management Inc 357.01K (0.44%) 60.67K
Increased by +16.99%
Dec 31, 23
13 Susquehanna International Group, LLP 333.94K (0.41%) 187.13K
Increased by +56.04%
Dec 31, 23
14 Qube Research & Technologies 305.13K (0.38%) 282.82K
Increased by +92.69%
Dec 31, 23
15 Delap Wealth Advisory LLC 287.42K (0.36%) 287.42K
Increased by +100%
Sep 30, 23
16 Bridgeway Capital Management, LLC 270.5K (0.34%) 18.5K
Increased by +6.84%
Dec 31, 23
17 Institute for Wealth Management, LLC 242.88K (0.3%) 0
Increased by 0%
Dec 31, 23
18 Allen Operations LLC 236.13K (0.29%) 0
Increased by 0%
Dec 31, 23
19 Marshall Wace Asset Management Ltd 233.94K (0.29%) 122.54K
Increased by +52.38%
Dec 31, 23
20 Citigroup Inc 230.41K (0.29%) 214.6K
Increased by +93.14%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Growth Compy Commingled Pl O 5.35M (6.63%) 95.69K
Increased by +1.79%
Jan 31, 24
2 Fidelity® Growth Company 3.95M (4.89%) 0
Increased by 0%
Nov 30, 23
3 Fidelity Growth Company Fund 3.9M (4.84%) -37.06K
Decreased by -0.95%
Jan 31, 24
4 ARK Genomic Revolution ETF 3.44M (4.27%) 2.99M
Increased by +86.88%
Feb 29, 24
5 Vanguard Total Stock Mkt Idx Inv 1.71M (2.12%) 0
Increased by 0%
Jan 31, 24
6 Fidelity® Growth Company K6 1.57M (1.95%) -29.92K
Decreased by -1.9%
Nov 30, 23
7 Fidelity Growth Company K6 1.48M (1.84%) -36.83K
Decreased by -2.48%
Jan 31, 24
8 Fidelity Series Growth Company 1.02M (1.27%) 0
Increased by 0%
Jan 31, 24
9 Fidelity® Series Growth Company 1.02M (1.27%) 0
Increased by 0%
Nov 30, 23
10 Fidelity Select Biotechnology 992.7K (1.23%) 0
Increased by 0%
Jan 31, 24
11 Fidelity® Select Biotechnology 992.7K (1.23%) 0
Increased by 0%
Nov 30, 23
12 Fidelity Small Cap Growth 809.35K (1%) 0
Increased by 0%
Dec 31, 23
13 Fidelity® Small Cap Growth 809.35K (1%) -983
Decreased by -0.12%
Oct 31, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 781.98K (0.97%) 6.72K
Increased by +0.86%
Jan 31, 24
15 Royce Micro Cap Trust 387.77K (0.48%) 387.77K
Increased by +100%
Dec 31, 23
16 Fidelity Extended Market Index 351.65K (0.44%) 0
Increased by 0%
Jan 31, 24
17 Fidelity® Extended Market Index 328.17K (0.41%) 0
Increased by 0%
Nov 30, 23
18 Fidelity Small Cap Growth K6 319.35K (0.4%) 0
Increased by 0%
Dec 31, 23
19 Fidelity® Small Cap Growth K6 319.35K (0.4%) 983
Increased by +0.31%
Oct 31, 23
20 Schwab US Small-Cap ETF™ 295.79K (0.37%) 0
Increased by 0%
Feb 29, 24