Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ARKX 3.30%
2 AWAY 2.39%
3 ARKQ 1.93%
4 HAIL 0.44%
5 IWC 0.06%
6 AVSC 0.03%
7 VTWV 0.02%
8 IWN 0.02%
9 PRFZ 0.01%
10 DFAT 0.01%
11 VTWO 0.01%
12 RSSL 0.01%
13 IWM 0.01%
14 UWM 0.01%
15 DFAS 0.01%
16 URTY 0.00%
17 DFAC 0.00%
18 HDG 0.00%
19 IWV 0.00%
20 DFAU 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ARK Investment Management LLC 8.14M (17.99%) 89.55K
Increased by +1.10%
Mar 31, 25
2 Sumitomo Mitsui Trust Holdings Inc 4.06M (8.97%) 381.31K
Increased by +9.39%
Jun 30, 24
3 BlackRock Inc 4.03M (8.90%) 49.88K
Increased by +1.24%
Mar 31, 25
4 Vanguard Group Inc 3.25M (7.19%) 81.96K
Increased by +2.52%
Mar 31, 25
5 Nikko Asset Management Americas Inc 3.00M (6.63%) -101.48K
Decreased by -3.38%
Mar 31, 25
6 Sumitomo Mitsui Trust Group Inc 3.00M (6.63%) -101.48K
Decreased by -3.38%
Mar 31, 25
7 Awm Investment Company Inc 2.77M (6.11%) 410.00
Increased by +0.01%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 1.90M (4.19%) 374.50K
Increased by +19.74%
Mar 31, 25
9 Uniplan Investment Counsel, Inc. 1.73M (3.82%) 754.88K
Increased by +43.67%
Mar 31, 25
10 Geode Capital Management, LLC 1.42M (3.14%) 49.48K
Increased by +3.48%
Mar 31, 25
11 State Street Corp 1.26M (2.79%) -12.09K
Decreased by -0.96%
Mar 31, 25
12 State Street Corporation 1.17M (2.59%) 3.73K
Increased by +0.32%
Mar 31, 24
13 Becker Drapkin Management, L.P. 1.16M (2.56%) -44.27K
Decreased by -3.83%
Jun 30, 24
14 Arnhold & S. Bleichroeder Advisers, LLC 1.13M (2.49%) 591.87K
Increased by +52.48%
Mar 31, 25
15 Nuveen Asset Management, LLC 1.08M (2.39%) 342.25K
Increased by +31.66%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 870.72K (1.92%) 189.71K
Increased by +21.79%
Mar 31, 25
17 Acadian Asset Management LLC 669.58K (1.48%) 103.17K
Increased by +15.41%
Mar 31, 25
18 Tidal Investments LLC. 655.62K (1.45%) 87.50K
Increased by +13.35%
Sep 30, 24
19 Manatuck Hill Partners LLC 600.00K (1.33%) 600.00K
Increased by +100.00%
Dec 31, 24
20 JPMorgan Chase & Co 594.23K (1.31%) -101.31K
Decreased by -17.05%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Industrial Innovation 5.48M (12.11%) -1.00
Decreased by -0.00%
Mar 31, 25
2 ARK Autonomous Technology&Robotics ETF 5.41M (11.97%) -22.19K
Decreased by -0.41%
May 29, 25
3 ARK Space Exploration & Innovation ETF 2.66M (5.88%) 0.00
Increased by 0.00%
May 29, 25
4 Nikko Global Space Equity Mother Fund 2.57M (5.67%) 466.56K
Increased by +18.18%
Jun 7, 24
5 Nikko Global Mobility Service Eq MF 1.90M (4.19%) -403.90K
Decreased by -21.30%
Jan 22, 24
6 Vanguard Total Stock Mkt Idx Inv 1.84M (4.07%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard US Total Market Shares ETF 1.78M (3.94%) 0.00
Increased by 0.00%
Sep 30, 24
8 iShares Russell 2000 ETF 1.39M (3.08%) 0.00
Increased by 0.00%
May 31, 25
9 First Eagle Small Cap Opportunity I 1.03M (2.29%) 63.77K
Increased by +6.17%
Apr 30, 25
10 First Eagle US Small Cap Strategy 976.58K (2.16%) 499.66K
Increased by +51.16%
Mar 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 970.95K (2.15%) 0.00
Increased by 0.00%
Apr 30, 25
12 CREF Stock R1 703.87K (1.56%) -75.35K
Decreased by -10.71%
Feb 28, 25
13 Amplify Travel Tech ETF 622.21K (1.38%) 0.00
Increased by 0.00%
Jan 31, 24
14 Fidelity Small Cap Index 588.01K (1.30%) 9.54K
Increased by +1.62%
Mar 31, 25
15 DFA US Targeted Value I 579.30K (1.28%) 6.72K
Increased by +1.16%
Apr 30, 25
16 Fidelity® Small Cap Index 579.13K (1.28%) 21.58K
Increased by +3.73%
Oct 31, 23
17 iShares Russell 2000 Value ETF 539.62K (1.19%) 0.00
Increased by 0.00%
May 31, 25
18 Royce Smaller-Companies Growth Svc 492.00K (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
19 Dimensional US Targeted Value ETF 481.33K (1.06%) 0.00
Increased by 0.00%
May 30, 25
20 State St Russell Sm/Mid Cp® Indx NL Cl C 373.49K (0.83%) 0.00
Increased by 0.00%
Apr 30, 25