Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 AVSC 0.08%
2 AVUV 0.06%
3 AVUS 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Federated Hermes Inc 4.71M (19.21%) 0
Increased by 0%
Dec 31, 23
2 BlackRock Inc 2.4M (9.78%) 260.6K
Increased by +10.87%
Dec 31, 23
3 ARK Investment Management LLC 1.9M (7.75%) -5.45K
Decreased by -0.29%
Sep 30, 23
4 State Street Corporation 1.67M (6.8%) -316.24K
Decreased by -18.96%
Sep 30, 23
5 Vanguard Group Inc 1.41M (5.73%) -221.57K
Decreased by -15.75%
Sep 30, 23
6 Sumitomo Mitsui Trust Holdings Inc 1.39M (5.66%) -16.36K
Decreased by -1.18%
Sep 30, 23
7 Nikko Asset Management Americas Inc 1.32M (5.38%) -67.92K
Decreased by -5.14%
Dec 31, 23
8 Dimensional Fund Advisors, Inc. 1.09M (4.44%) 115.09K
Increased by +10.57%
Dec 31, 23
9 Woodline Partners LP 1.07M (4.36%) 0
Increased by 0%
Dec 31, 23
10 FMR Inc 940.28K (3.83%) 74.08K
Increased by +7.88%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 573.63K (2.34%) 365.21K
Increased by +63.67%
Sep 30, 23
12 Geode Capital Management, LLC 512.17K (2.09%) 16.99K
Increased by +3.32%
Sep 30, 23
13 Granahan Investment Management Inc.. 450.37K (1.84%) 51.5K
Increased by +11.44%
Dec 31, 23
14 Jupiter Asset Management Limited 362.34K (1.48%) 167.56K
Increased by +46.24%
Dec 31, 23
15 Goldman Sachs Group Inc 345.49K (1.41%) -32.24K
Decreased by -9.33%
Sep 30, 23
16 Point72 Asset Management, L.P. 335.28K (1.37%) 330.88K
Increased by +98.69%
Sep 30, 23
17 JPMorgan Chase & Co 327.65K (1.34%) -10.87K
Decreased by -3.32%
Sep 30, 23
18 Portolan Capital Management, LLC 276.5K (1.13%) 276.5K
Increased by +100%
Sep 30, 23
19 Northern Trust Corp 228.76K (0.93%) 910
Increased by +0.4%
Sep 30, 23
20 Tri Locum Partners LP 208.89K (0.85%) 208.89K
Increased by +100%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Federated Hermes Kaufmann Growth 2.45M (9.99%) 0
Increased by 0%
Dec 31, 23
2 Federated Hermes Kaufmann R 2.45M (9.99%) 0
Increased by 0%
Dec 31, 23
3 Federated Hermes Kaufmann Small Cap A 2.2M (8.96%) 0
Increased by 0%
Dec 31, 23
4 Federated Hermes Kaufmann Small Cap Grow 2.2M (8.96%) 0
Increased by 0%
Dec 31, 23
5 ARK Genomic Revolution 2.03M (8.28%) 145.25K
Increased by +7.15%
Dec 31, 23
6 ARK Genomic Revolution ETF 1.78M (7.24%) 8.98K
Increased by +0.51%
Feb 29, 24
7 Nikko AM ARK Pstv Chg Innovt P JPY Acc 1.15M (4.68%) -5.34K
Decreased by -0.47%
Jan 31, 24
8 SPDR® S&P Biotech ETF 1.06M (4.33%) 18.87K
Increased by +1.78%
Feb 29, 24
9 Fidelity Select Biotechnology 831.93K (3.39%) 0
Increased by 0%
Dec 31, 23
10 Fidelity® Select Biotechnology 831.93K (3.39%) -72.7K
Decreased by -8.74%
Nov 30, 23
11 Vanguard Total Stock Mkt Idx Inv 716.97K (2.92%) 0
Increased by 0%
Jan 31, 24
12 iShares Russell 2000 ETF 572.42K (2.33%) -3.77K
Decreased by -0.66%
Feb 1, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 362.33K (1.48%) 137
Increased by +0.04%
Jan 31, 24
14 JPM Thematics Genetic Thrps C2 Acc USD 279.9K (1.14%) -7.72K
Decreased by -2.76%
Jan 31, 24
15 Fidelity Small Cap Index 232.72K (0.95%) 2.78K
Increased by +1.19%
Dec 31, 23
16 Jupiter Merian Glb Eq AbsRet I USD Acc 225.51K (0.92%) 136.22K
Increased by +60.41%
Dec 31, 23
17 Fidelity® Small Cap Index 224.78K (0.92%) 6.32K
Increased by +2.81%
Oct 31, 23
18 iShares Russell 2000 Value ETF 198.75K (0.81%) 252
Increased by +0.13%
Feb 1, 24
19 iShares Biotechnology ETF 186.46K (0.76%) 167
Increased by +0.09%
Feb 28, 24
20 DFA US Targeted Value I 184.88K (0.75%) -34.24K
Decreased by -18.52%
Jan 31, 24