Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ARKX 6.20%
2 XAR 5.00%
3 UAV 3.91%
4 ARKQ 3.66%
5 LOUP 2.88%
6 BOTZ 2.29%
7 SHLD 2.21%
8 PSCI 2.19%
9 ROBT 2.09%
10 TIME 2.00%
11 XKFS 1.96%
12 SAMT 1.92%
13 FITE 1.92%
14 NSCS 1.68%
15 BNE 1.57%
16 MMSC 1.54%
17 PRN 1.30%
18 MISL 1.21%
19 BOUT 1.11%
20 SMCP 1.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 4.56M (22.38%) -220.83K
Decreased by -4.85%
Mar 31, 25
2 Vanguard Group Inc 3.04M (14.96%) -54.54K
Decreased by -1.79%
Mar 31, 25
3 Baillie Gifford & Co Limited. 1.98M (9.73%) -155.13K
Decreased by -7.83%
Mar 31, 25
4 State Street Corp 1.98M (9.72%) 40.45K
Increased by +2.04%
Mar 31, 25
5 State Street Corporation 1.61M (7.90%) -61.69K
Decreased by -3.84%
Mar 31, 24
6 American Capital Management Inc 947.95K (4.66%) 17.25K
Increased by +1.82%
Mar 31, 25
7 Alyeska Investment Group, L.P. 902.81K (4.44%) 293.55K
Increased by +32.52%
Mar 31, 25
8 Heard Capital LLC 839.37K (4.12%) 89.17K
Increased by +10.62%
Mar 31, 25
9 Stephens Inv Mgmt Group LLC 763.49K (3.75%) 221.95K
Increased by +29.07%
Mar 31, 25
10 Geode Capital Management, LLC 671.96K (3.30%) 17.93K
Increased by +2.67%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 507.14K (2.49%) -25.21K
Decreased by -4.97%
Mar 31, 25
12 AllianceBernstein L.P. 458.43K (2.25%) -17.62K
Decreased by -3.84%
Dec 31, 24
13 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 456.49K (2.24%) 33.17K
Increased by +7.27%
Mar 31, 25
14 Ameriprise Financial Inc 430.31K (2.11%) 317.53K
Increased by +73.79%
Mar 31, 25
15 Point72 Asset Management, L.P. 383.66K (1.88%) 272.16K
Increased by +70.94%
Mar 31, 25
16 Amvescap Plc. 380.65K (1.87%) -79.22K
Decreased by -20.81%
Dec 31, 24
17 Lord, Abbett & Co LLC 378.23K (1.86%) -524.66K
Decreased by -138.72%
Sep 30, 24
18 Congress Asset Management Company, LLP 363.32K (1.78%) 30.12K
Increased by +8.29%
Mar 31, 25
19 Van Eck Associates Corporation 359.90K (1.77%) 184.25K
Increased by +51.20%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 347.43K (1.71%) -65.63K
Decreased by -18.89%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 1.68M (8.27%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 903.82K (4.44%) 9.36K
Increased by +1.04%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 897.12K (4.41%) 704.00
Increased by +0.08%
Sep 30, 24
4 SPDR® S&P Aerospace & Defense ETF 851.67K (4.18%) 0.00
Increased by 0.00%
May 30, 25
5 Vanguard Small Cap Index 708.07K (3.48%) 3.91K
Increased by +0.55%
Apr 30, 25
6 iShares Russell 2000 ETF 704.40K (3.46%) 0.00
Increased by 0.00%
May 31, 25
7 Stephens SMID Select Growth 443.95K (2.18%) 47.56K
Increased by +10.71%
Mar 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 432.27K (2.12%) 3.50K
Increased by +0.81%
Apr 30, 25
9 Vanguard Small Cap Growth Index Inv 394.19K (1.94%) -737.00
Decreased by -0.19%
Apr 30, 25
10 VanEck Defense ETF A USD Acc 388.80K (1.91%) 2.40K
Increased by +0.62%
May 30, 25
11 iShares US Aerospace & Defense ETF 341.89K (1.68%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Explorer Inv 339.96K (1.67%) 35.32K
Increased by +10.39%
Mar 31, 25
13 Lord Abbett Developing Growth A 311.77K (1.53%) -32.72K
Decreased by -10.49%
Jun 30, 24
14 Global X Robotics & Artfcl Intllgnc ETF 309.25K (1.52%) -532.00
Decreased by -0.17%
May 30, 25
15 Columbia Acorn Inst 280.85K (1.38%) 27.60K
Increased by +9.83%
Apr 30, 25
16 Fidelity Small Cap Index 280.40K (1.38%) 1.70K
Increased by +0.61%
Mar 31, 25
17 UBS: US Equity Small Cap Growth 253.98K (1.25%) 0.00
Increased by 0.00%
Sep 30, 24
18 Fidelity® Small Cap Index 251.07K (1.23%) 7.11K
Increased by +2.83%
Oct 31, 23
19 iShares S&P Small-Cap 600 Growth ETF 250.23K (1.23%) 0.00
Increased by 0.00%
May 31, 25
20 SPDR® Portfolio S&P 600 Sm Cap ETF 248.02K (1.22%) 0.00
Increased by 0.00%
Apr 30, 24