Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MSGR 6.13%
2 TYNE 5.85%
3 GERM 1.29%
4 BBC 0.93%
5 NXTE 0.69%
6 IDNA 0.63%
7 JFWD 0.53%
8 SBIO 0.38%
9 XBI 0.18%
10 BTEC 0.14%
11 SQLV 0.13%
12 BFOR 0.13%
13 LABU 0.11%
14 BMED 0.10%
15 IWC 0.10%
16 JPSE 0.08%
17 KOMP 0.07%
18 IBBQ 0.05%
19 AVSC 0.05%
20 PSC 0.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Federated Hermes Inc 4.69M (18.93%) 0.00
Increased by 0.00%
Sep 30, 24
2 BlackRock Inc 2.95M (11.90%) 302.18K
Increased by +10.24%
Sep 30, 24
3 Nikko Asset Management Americas Inc 2.32M (9.34%) 752.23K
Increased by +32.49%
Sep 30, 24
4 Sumitomo Mitsui Trust Group Inc 2.07M (8.33%) -210.66K
Decreased by -10.20%
Dec 31, 24
5 State Street Corporation 1.96M (7.90%) 330.27K
Increased by +16.85%
Mar 31, 24
6 ARK Investment Management LLC 1.93M (7.80%) -167.19K
Decreased by -8.65%
Dec 31, 24
7 Vanguard Group Inc 1.58M (6.36%) 192.18K
Increased by +12.19%
Sep 30, 24
8 Sumitomo Mitsui Trust Holdings Inc 1.56M (6.30%) 286.55K
Increased by +18.33%
Jun 30, 24
9 State Street Corp 1.47M (5.94%) -50.88K
Decreased by -3.45%
Sep 30, 24
10 Dimensional Fund Advisors, Inc. 792.60K (3.20%) -125.62K
Decreased by -15.85%
Sep 30, 24
11 Woodline Partners LP 779.96K (3.14%) 25.93K
Increased by +3.32%
Sep 30, 24
12 Geode Capital Management, LLC 551.80K (2.22%) 5.79K
Increased by +1.05%
Sep 30, 24
13 JPMorgan Chase & Co 513.43K (2.07%) -30.58K
Decreased by -5.96%
Sep 30, 24
14 Portolan Capital Management, LLC 484.91K (1.96%) 240.25K
Increased by +49.55%
Jun 30, 24
15 Adage Capital Partners Gp LLC 450.00K (1.81%) 450.00K
Increased by +100.00%
Mar 31, 24
16 FMR Inc 443.01K (1.79%) -112.52K
Decreased by -25.40%
Sep 30, 24
17 Goldman Sachs Group Inc 423.30K (1.71%) -22.24K
Decreased by -5.25%
Sep 30, 24
18 Schonfeld Strategic Advisors LLC 369.60K (1.49%) 86.18K
Increased by +23.32%
Sep 30, 24
19 Wellington Management Company LLP 360.75K (1.45%) 75.63K
Increased by +20.97%
Jun 30, 24
20 Jupiter Asset Management Limited 351.98K (1.42%) -573.00
Decreased by -0.16%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Federated Hermes Kaufmann Growth 2.44M (9.82%) 0.00
Increased by 0.00%
Dec 31, 24
2 Federated Hermes Kaufmann R 2.44M (9.82%) 0.00
Increased by 0.00%
Dec 31, 24
3 Federated Hermes Kaufmann Small Cap A 2.20M (8.86%) 0.00
Increased by 0.00%
Dec 31, 24
4 Federated Hermes Kaufmann Small Cap Grow 2.20M (8.86%) 0.00
Increased by 0.00%
Dec 31, 24
5 ARK Genomic Revolution ETF 1.92M (7.73%) 0.00
Increased by 0.00%
Jan 30, 25
6 ARK Genomic Revolution 1.91M (7.70%) -177.95K
Decreased by -9.32%
Dec 31, 24
7 Nikko AM ARK Pstv Chg Innovt P JPY Acc 1.80M (7.27%) -77.08K
Decreased by -4.27%
Dec 31, 24
8 Fidelity® Select Biotechnology 831.93K (3.35%) -72.70K
Decreased by -8.74%
Nov 30, 23
9 Vanguard Total Stock Mkt Idx Inv 724.72K (2.92%) 0.00
Increased by 0.00%
Dec 31, 24
10 iShares Russell 2000 ETF 627.13K (2.53%) -4.75K
Decreased by -0.76%
Jan 31, 25
11 SPDR® S&P Biotech ETF 621.23K (2.50%) -6.03K
Decreased by -0.97%
Jan 31, 25
12 UBS: US Equity Small Cap Growth 441.21K (1.78%) 0.00
Increased by 0.00%
Sep 30, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 401.10K (1.62%) 10.28K
Increased by +2.56%
Dec 31, 24
14 Fidelity Select Biotechnology 399.33K (1.61%) 0.00
Increased by 0.00%
Dec 31, 24
15 Strategic Advisers Small-Mid Cap 306.76K (1.24%) 79.29K
Increased by +25.85%
Jun 30, 24
16 Fidelity Small Cap Index 234.92K (0.95%) 46.00
Increased by +0.02%
Nov 30, 24
17 Jupiter Merian Glb Eq AbsRet I USD Acc 225.51K (0.91%) 0.00
Increased by 0.00%
Dec 31, 24
18 Fidelity® Small Cap Index 224.78K (0.91%) 6.32K
Increased by +2.81%
Oct 31, 23
19 JPM Thematics Genetic Thrps C2 Acc USD 203.84K (0.82%) -7.17K
Decreased by -3.52%
Nov 30, 24
20 JPM Thematics Genetic Thrps C2 dist USD 200.57K (0.81%) -3.27K
Decreased by -1.63%
Dec 31, 24