Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MSGR 6.13%
2 TYNE 5.85%
3 ARKG 2.93%
4 WDNA 2.22%
5 GERM 1.29%
6 BBC 1.08%
7 IDNA 0.97%
8 NXTE 0.70%
9 JFWD 0.53%
10 GNOM 0.51%
11 SBIO 0.28%
12 XBI 0.18%
13 BTEC 0.14%
14 SQLV 0.13%
15 BFOR 0.13%
16 IWC 0.11%
17 LABU 0.11%
18 BMED 0.09%
19 JPSE 0.08%
20 KOMP 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Federated Hermes Inc 4.69M (18.76%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 2.76M (11.03%) -229.63K
Decreased by -8.32%
Mar 31, 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 Vanguard Group Inc 1.81M (7.24%) 61.24K
Increased by +3.38%
Jun 30, 25
7 ARK Investment Management LLC 1.72M (6.86%) -293.44K
Decreased by -17.11%
Jun 30, 25
8 Sumitomo Mitsui Trust Holdings Inc 1.56M (6.25%) 286.55K
Increased by +18.33%
Jun 30, 24
9 State Street Corp 1.28M (5.12%) -45.71K
Decreased by -3.57%
Mar 31, 25
10 Balyasny Asset Management LLC 938.19K (3.75%) 389.43K
Increased by +41.51%
Mar 31, 25
11 Schonfeld Strategic Advisors LLC 825.77K (3.30%) -23.32K
Decreased by -2.82%
Mar 31, 25
12 Woodline Partners LP 780.44K (3.12%) -26.47K
Decreased by -3.39%
Mar 31, 25
13 Goldman Sachs Group Inc 620.26K (2.48%) 110.55K
Increased by +17.82%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 582.28K (2.33%) -34.35K
Decreased by -5.90%
Jun 30, 25
15 Geode Capital Management, LLC 569.62K (2.28%) 14.64K
Increased by +2.57%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 551.73K (2.21%) 13.23K
Increased by +2.40%
Mar 31, 25
17 Portolan Capital Management, LLC 484.91K (1.94%) 240.25K
Increased by +49.55%
Jun 30, 24
18 Millennium Management LLC 461.91K (1.85%) 461.91K
Increased by +100.00%
Mar 31, 25
19 MPM Oncology Impact Management LP 459.94K (1.84%) 240.44K
Increased by +52.27%
Dec 31, 24
20 Adage Capital Partners Gp LLC 450.00K (1.80%) 450.00K
Increased by +100.00%
Mar 31, 24

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 1.98M (7.90%) 68.22K
Increased by +3.45%
Mar 31, 25
6 ARK Genomic Revolution ETF 1.66M (6.63%) -9.96K
Decreased by -0.60%
Jul 31, 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 Fidelity® Select Biotechnology 831.93K (3.33%) -72.70K
Decreased by -8.74%
Nov 30, 23
9 Vanguard Total Stock Mkt Idx Inv 724.72K (2.90%) 0.00
Increased by 0.00%
Jun 30, 25
10 Vanguard US Total Market Shares ETF 723.64K (2.89%) 0.00
Increased by 0.00%
Sep 30, 24
11 iShares Russell 2000 ETF 608.06K (2.43%) -11.55K
Decreased by -1.90%
Jul 31, 25
12 SPDR® S&P Biotech ETF 458.66K (1.83%) 13.73K
Increased by +2.99%
Jul 31, 25
13 UBS: US Equity Small Cap Growth 441.21K (1.76%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 371.33K (1.48%) -38.17K
Decreased by -10.28%
Jun 30, 25
15 Strategic Advisers Small-Mid Cap 306.76K (1.23%) 79.29K
Increased by +25.85%
Jun 30, 24
16 Vanguard Explorer Inv 244.59K (0.98%) 60.09K
Increased by +24.57%
Jun 30, 25
17 Fidelity Small Cap Index 231.90K (0.93%) -4.23K
Decreased by -1.82%
May 31, 25
18 Jupiter Merian Glb Eq AbsRet I USD Acc 225.51K (0.90%) 0.00
Increased by 0.00%
Dec 31, 24
19 Fidelity® Small Cap Index 224.78K (0.90%) 6.32K
Increased by +2.81%
Oct 31, 23
20 JPM Thematics Genetic Thrps C2 Acc USD 203.84K (0.81%) -7.17K
Decreased by -3.52%
Nov 30, 24