Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ARKG 1.50%
2 XHE 1.43%
3 MOON 1.05%
4 EDOC 0.41%
5 HEAL 0.41%
6 KOMP 0.34%
7 SNSR 0.15%
8 IWC 0.13%
9 IHI 0.07%
10 BTEC 0.06%
11 IWO 0.04%
12 RFLR 0.03%
13 VTWG 0.03%
14 IWM 0.02%
15 VTWO 0.02%
16 SMLF 0.02%
17 AVSC 0.02%
18 SCHA 0.01%
19 IWN 0.01%
20 VTWV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 14.03M (7.67%) 10.12M
Increased by +72.11%
Jun 30, 25
2 Fosun International Ltd 10.72M (5.86%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Group Inc 10.59M (5.79%) 1.99M
Increased by +18.78%
Jun 30, 25
4 Glenview Capital Management LLC 9.96M (5.45%) 0.00
Increased by 0.00%
Jun 30, 25
5 Capital World Investors 8.49M (4.64%) 0.00
Increased by 0.00%
Jun 30, 25
6 ARK Investment Management LLC 6.42M (3.51%) -607.74K
Decreased by -9.47%
Jun 30, 25
7 First Light Asset Management, LLC 5.47M (2.99%) -40.62K
Decreased by -0.74%
Jun 30, 25
8 Hood River Capital Management LLC 5.13M (2.80%) 176.51K
Increased by +3.44%
Jun 30, 25
9 State Street Corp 5.12M (2.80%) 1.58M
Increased by +30.76%
Jun 30, 25
10 Geode Capital Management, LLC 4.34M (2.37%) 2.32M
Increased by +53.42%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 3.31M (1.81%) 1.48M
Increased by +44.73%
Jun 30, 25
12 State Street Corporation 3.11M (1.70%) 36.62K
Increased by +1.18%
Mar 31, 24
13 Citadel Advisors Llc 2.71M (1.48%) 675.24K
Increased by +24.96%
Jun 30, 25
14 Millennium Management LLC 2.18M (1.19%) -1.60M
Decreased by -73.54%
Jun 30, 25
15 Ophir Asset Management Pty Ltd 1.92M (1.05%) -92.12K
Decreased by -4.80%
Jun 30, 25
16 D. E. Shaw & Co LP 1.70M (0.93%) 180.23K
Increased by +10.59%
Dec 31, 24
17 Acadian Asset Management LLC 1.60M (0.87%) 1.25M
Increased by +78.15%
Mar 31, 25
18 Northern Trust Corp 1.55M (0.85%) 1.15M
Increased by +74.52%
Jun 30, 25
19 Charles Schwab Investment Management Inc 1.54M (0.84%) 532.17K
Increased by +34.64%
Jun 30, 25
20 Lord, Abbett & Co LLC 1.41M (0.77%) 1.41M
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 8.49M (4.64%) 0.00
Increased by 0.00%
Jun 30, 25
2 ARK Genomic Revolution 6.27M (3.43%) -640.14K
Decreased by -10.22%
Jun 30, 25
3 ARK Genomic Revolution ETF 6.26M (3.42%) -22.33K
Decreased by -0.36%
Aug 28, 25
4 Vanguard Total Stock Mkt Idx Inv 4.86M (2.66%) -107.18K
Decreased by -2.21%
Jul 31, 25
5 iShares Russell 2000 ETF 4.54M (2.48%) 0.00
Increased by 0.00%
Aug 31, 25
6 Vanguard US Total Market Shares ETF 4.38M (2.40%) 0.00
Increased by 0.00%
Sep 30, 24
7 Vanguard Institutional Extnd Mkt Idx Tr 2.01M (1.10%) -873.85K
Decreased by -43.54%
Jul 31, 25
8 Fidelity Small Cap Index 1.92M (1.05%) 1.92M
Increased by +100.00%
Jun 30, 25
9 SPDR® S&P Kensho New Economies Comps ETF 1.78M (0.97%) 0.00
Increased by 0.00%
Aug 29, 25
10 Vanguard Small Cap Index 1.74M (0.95%) 5.37K
Increased by +0.31%
Nov 30, 23
11 iShares Russell 2000 Growth ETF 1.67M (0.91%) 0.00
Increased by 0.00%
Aug 31, 25
12 iShares Russell 2000 Value ETF 1.37M (0.75%) -869.00
Decreased by -0.06%
Mar 28, 24
13 Fidelity® Small Cap Index 1.35M (0.74%) 37.65K
Increased by +2.79%
Oct 31, 23
14 Hood River Small/Mid Cap Gr CITFounder's 1.09M (0.60%) 70.23K
Increased by +6.43%
Jun 30, 25
15 Hood River Small/Mid-Cap Growth 1.09M (0.60%) 70.23K
Increased by +6.43%
Jun 30, 25
16 Fidelity Extended Market Index 1.02M (0.56%) 43.51K
Increased by +4.27%
Jul 31, 25
17 Timpani Small Cap Growth Equity 986.02K (0.54%) 401.35K
Increased by +40.70%
Mar 31, 25
18 Vanguard Small Cap Growth Index Inv 976.81K (0.53%) 4.97K
Increased by +0.51%
Nov 30, 23
19 iShares US Medical Devices ETF 931.05K (0.51%) 0.00
Increased by 0.00%
Aug 31, 25
20 Vanguard Russell 2000 ETF 916.78K (0.50%) -61.29K
Decreased by -6.69%
Jul 31, 25