Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MSGR 6.13%
2 TYNE 5.85%
3 ARKG 1.77%
4 GERM 1.29%
5 WDNA 1.09%
6 BBC 0.55%
7 JFWD 0.53%
8 IDNA 0.45%
9 NXTE 0.29%
10 GNOM 0.22%
11 XBI 0.18%
12 BTEC 0.14%
13 SQLV 0.13%
14 BFOR 0.13%
15 SBIO 0.12%
16 LABU 0.11%
17 BMED 0.09%
18 JPSE 0.08%
19 KOMP 0.07%
20 IWC 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Federated Hermes Inc 4.69M (18.76%) 0.00
Increased by 0.00%
Jun 30, 25
2 BlackRock Inc 2.64M (10.56%) -118.70K
Decreased by -4.49%
Jun 30, 25
3 State Street Corporation 1.96M (7.83%) 330.27K
Increased by +16.85%
Mar 31, 24
4 Nikko Asset Management Americas Inc 1.93M (7.70%) -138.97K
Decreased by -7.21%
Mar 31, 25
5 Sumitomo Mitsui Trust Group Inc 1.83M (7.32%) -93.62K
Decreased by -5.11%
Jun 30, 25
6 Amova Asset Management Americas, Inc 1.83M (7.32%) -95.88K
Decreased by -5.24%
Jun 30, 25
7 Vanguard Group Inc 1.81M (7.24%) 61.24K
Increased by +3.38%
Jun 30, 25
8 ARK Investment Management LLC 1.72M (6.86%) -293.44K
Decreased by -17.11%
Jun 30, 25
9 Sumitomo Mitsui Trust Holdings Inc 1.56M (6.25%) 286.55K
Increased by +18.33%
Jun 30, 24
10 State Street Corp 1.02M (4.08%) -260.68K
Decreased by -25.56%
Jun 30, 25
11 Balyasny Asset Management LLC 864.10K (3.45%) -74.09K
Decreased by -8.57%
Jun 30, 25
12 Schonfeld Strategic Advisors LLC 784.41K (3.14%) -41.36K
Decreased by -5.27%
Jun 30, 25
13 Woodline Partners LP 780.44K (3.12%) 0.00
Increased by 0.00%
Jun 30, 25
14 Goldman Sachs Group Inc 620.26K (2.48%) 110.55K
Increased by +17.82%
Jun 30, 25
15 Geode Capital Management, LLC 606.29K (2.42%) 36.67K
Increased by +6.05%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 603.60K (2.41%) 51.87K
Increased by +8.59%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 582.28K (2.33%) -34.35K
Decreased by -5.90%
Jun 30, 25
18 Jacobs Levy Equity Management, Inc. 495.29K (1.98%) 351.15K
Increased by +70.90%
Jun 30, 25
19 Portolan Capital Management, LLC 484.91K (1.94%) 240.25K
Increased by +49.55%
Jun 30, 24
20 Millennium Management LLC 461.91K (1.85%) 461.91K
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Federated Hermes Kaufmann Growth 2.44M (9.74%) 0.00
Increased by 0.00%
Jun 30, 25
2 Federated Hermes Kaufmann R 2.44M (9.74%) 0.00
Increased by 0.00%
Jun 30, 25
3 Federated Hermes Kaufmann Small Cap A 2.20M (8.79%) 0.00
Increased by 0.00%
Jun 30, 25
4 Federated Hermes Kaufmann Small Cap Grow 2.20M (8.79%) 0.00
Increased by 0.00%
Jun 30, 25
5 ARK Genomic Revolution 1.68M (6.70%) -301.26K
Decreased by -17.98%
Jun 30, 25
6 ARK Genomic Revolution ETF 1.67M (6.69%) -5.97K
Decreased by -0.36%
Aug 28, 25
7 Nikko AM ARK Pstv Chg Innovt P JPY Acc 1.61M (6.43%) -56.86K
Decreased by -3.54%
Jun 30, 25
8 Amova ARK Pstv Chg Innovt P JPY Acc 1.52M (6.08%) -86.53K
Decreased by -5.69%
Jul 31, 25
9 Fidelity® Select Biotechnology 831.93K (3.33%) -72.70K
Decreased by -8.74%
Nov 30, 23
10 Vanguard US Total Market Shares ETF 723.64K (2.89%) 0.00
Increased by 0.00%
Sep 30, 24
11 Vanguard Total Stock Mkt Idx Inv 709.09K (2.83%) -15.64K
Decreased by -2.21%
Jul 31, 25
12 iShares Russell 2000 ETF 621.37K (2.48%) 0.00
Increased by 0.00%
Aug 31, 25
13 SPDR® S&P Biotech ETF 458.66K (1.83%) 1.02K
Increased by +0.22%
Aug 31, 25
14 UBS: US Equity Small Cap Growth 441.21K (1.76%) 0.00
Increased by 0.00%
Sep 30, 24
15 Strategic Advisers Small-Mid Cap 306.76K (1.23%) 79.29K
Increased by +25.85%
Jun 30, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 263.68K (1.05%) -107.65K
Decreased by -40.83%
Jul 31, 25
17 Fidelity Small Cap Index 254.37K (1.02%) 22.47K
Increased by +8.83%
Jun 30, 25
18 Vanguard Explorer Inv 244.59K (0.98%) 60.09K
Increased by +24.57%
Jun 30, 25
19 Jupiter Merian Glb Eq AbsRet I USD Acc 225.51K (0.90%) 0.00
Increased by 0.00%
Dec 31, 24
20 Fidelity® Small Cap Index 224.78K (0.90%) 6.32K
Increased by +2.81%
Oct 31, 23