Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 XHS 1.32%
2 EKG 0.22%
3 FYC 0.19%
4 ISMD 0.17%
5 IWC 0.15%
6 MILN 0.14%
7 IHF 0.1%
8 SMLF 0.05%
9 VTWG 0.05%
10 FYX 0.05%
11 IWO 0.04%
12 FAD 0.04%
13 VTWO 0.03%
14 PSC 0.03%
15 IWM 0.02%
16 DFAS 0.02%
17 UWM 0.02%
18 RYLD 0.02%
19 ISCV 0.02%
20 PRFZ 0.02%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 6.58M (9.45%) -16.35K
Decreased by -0.25%
Sep 30, 23
2 ARK Investment Management LLC 6.04M (8.68%) 358.62K
Increased by +5.93%
Sep 30, 23
3 Brown Advisory Holdings Inc 5.96M (8.56%) -103.52K
Decreased by -1.74%
Dec 31, 23
4 BlackRock Inc 5.39M (7.74%) 97.8K
Increased by +1.82%
Sep 30, 23
5 Vanguard Group Inc 5.28M (7.59%) 157.46K
Increased by +2.98%
Sep 30, 23
6 Bellevue Group AG 4.51M (6.47%) -20.52K
Decreased by -0.46%
Dec 31, 23
7 Rock Springs Capital Management LP 2.91M (4.18%) 93K
Increased by +3.19%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 1.92M (2.76%) 50.31K
Increased by +2.62%
Dec 31, 23
9 Nikko Asset Management Americas Inc 1.8M (2.58%) 946.97K
Increased by +52.64%
Sep 30, 23
10 Sumitomo Mitsui Trust Holdings Inc 1.8M (2.58%) 946.97K
Increased by +52.64%
Sep 30, 23
11 State Street Corporation 1.52M (2.18%) 27.76K
Increased by +1.83%
Sep 30, 23
12 Geode Capital Management, LLC 1.45M (2.08%) 116K
Increased by +7.99%
Sep 30, 23
13 Woodline Partners LP 1.18M (1.69%) 1.18M
Increased by +100%
Sep 30, 23
14 IEQ CAPITAL, LLC 1.11M (1.6%) 1.11M
Increased by +100%
Dec 31, 23
15 Nuveen Asset Management, LLC 877.43K (1.26%) -287.63K
Decreased by -32.78%
Sep 30, 23
16 D. E. Shaw & Co LP 830.44K (1.19%) -268.78K
Decreased by -32.37%
Sep 30, 23
17 Northern Trust Corp 739.16K (1.06%) 25K
Increased by +3.38%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 618.99K (0.89%) 15.7K
Increased by +2.54%
Sep 30, 23
19 Balyasny Asset Management LLC 529.43K (0.76%) 277.69K
Increased by +52.45%
Sep 30, 23
20 Charles Schwab Investment Management Inc 521.42K (0.75%) 41.04K
Increased by +7.87%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 ARK Genomic Revolution 6.74M (9.68%) 753.07K
Increased by +11.17%
Dec 31, 23
2 ARK Genomic Revolution ETF 5.77M (8.29%) -203.73K
Decreased by -3.53%
Jan 31, 24
3 JPMorgan Small Cap Growth A 2.33M (3.34%) -54.85K
Decreased by -2.36%
Dec 31, 23
4 JPM Global Healthcare C (acc) USD 2.21M (3.17%) 0
Increased by 0%
Jan 31, 24
5 Vanguard Total Stock Mkt Idx Inv 2.12M (3.04%) 0
Increased by 0%
Jan 31, 24
6 Brown Advisory Small-Cap Growth Inv 1.99M (2.86%) 0
Increased by 0%
Jan 31, 24
7 iShares Russell 2000 ETF 1.67M (2.4%) -30.44K
Decreased by -1.82%
Jan 31, 24
8 Vanguard Institutional Extnd Mkt Idx Tr 1.05M (1.51%) -5.41K
Decreased by -0.51%
Jan 31, 24
9 Nikko AM ARK Pstv Chg Innovt P JPY Acc 884.48K (1.27%) -7.88K
Decreased by -0.89%
Dec 31, 23
10 Vanguard Small Cap Index 876.04K (1.26%) 2.42K
Increased by +0.28%
Jan 31, 24
11 apo Digital Health Aktien Fonds I 751K (1.08%) -78.25K
Decreased by -10.42%
Jan 31, 24
12 Fidelity Small Cap Index 667.31K (0.96%) 12.54K
Increased by +1.88%
Nov 30, 23
13 Principal SmallCap Growth I Instl 661.05K (0.95%) -962
Decreased by -0.15%
Dec 31, 23
14 Fidelity® Small Cap Index 654.77K (0.94%) 17.76K
Increased by +2.71%
Oct 31, 23
15 Bellevue (Lux) Bellevue Dgtl Hthl I2 EUR 609.4K (0.88%) 0
Increased by 0%
Jan 31, 24
16 iShares Russell 2000 Growth ETF 558.05K (0.8%) 653
Increased by +0.12%
Jan 31, 24
17 Brown Advisory US SmlrComs Dollar B Acc 491.14K (0.71%) 0
Increased by 0%
Dec 31, 23
18 Vanguard Small Cap Growth Index Inv 487.99K (0.7%) 91
Increased by +0.02%
Jan 31, 24
19 JPMorgan Small Cap Blend A 436.75K (0.63%) 4.5K
Increased by +1.03%
Dec 31, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 396.15K (0.57%) 0
Increased by 0%
Jan 31, 24