Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BETZ 5.65%
2 DAT 2.72%
3 ARKW 2.30%
4 ODDS 2.28%
5 GK 2.27%
6 FPXE 1.03%
7 IRBO 1.00%
8 GWX 0.20%
9 RFLR 0.07%
10 PRFZ 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Caledonia (Private) Investments Pty Ltd 18.37M (8.55%) -1.79M
Decreased by -9.73%
Dec 31, 24
2 Capital Research Global Investors 12.95M (6.03%) 1.61M
Increased by +12.43%
Dec 31, 24
3 Cooper Creek Partners Management LLC 9.70M (4.51%) -2.61M
Decreased by -26.95%
Dec 31, 24
4 Sumitomo Mitsui Trust Holdings Inc 8.31M (3.87%) -194.59K
Decreased by -2.34%
Jun 30, 24
5 Wellington Management Company LLP 8.17M (3.80%) -124.68K
Decreased by -1.53%
Dec 31, 24
6 Granahan Investment Management Inc.. 7.96M (3.71%) 64.75K
Increased by +0.81%
Dec 31, 24
7 Voss Capital LLC 7.92M (3.69%) 1.13M
Increased by +14.31%
Dec 31, 24
8 RIMA MANAGEMENT, LLC 7.52M (3.50%) -30.00K
Decreased by -0.40%
Dec 31, 24
9 FMR Inc 7.22M (3.36%) 2.51M
Increased by +34.73%
Sep 30, 24
10 Goldman Sachs Group Inc 6.22M (2.89%) 1.16M
Increased by +18.70%
Dec 31, 24
11 Nikko Asset Management Americas Inc 5.73M (2.67%) -944.36K
Decreased by -16.47%
Dec 31, 24
12 Sumitomo Mitsui Trust Group Inc 5.70M (2.65%) -29.35K
Decreased by -0.51%
Mar 31, 25
13 Ophir Asset Management Pty Ltd 5.69M (2.65%) 216.74K
Increased by +3.81%
Dec 31, 24
14 Discovery Capital Management LLC 5.25M (2.44%) -115.90K
Decreased by -2.21%
Dec 31, 24
15 Hood River Capital Management LLC 5.03M (2.34%) 295.49K
Increased by +5.88%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 4.96M (2.31%) 3.45M
Increased by +69.48%
Jun 30, 24
17 Massachusetts Financial Services Company 4.85M (2.26%) -1.38M
Decreased by -28.56%
Mar 31, 25
18 BlackRock Inc 4.53M (2.11%) 8.48K
Increased by +0.19%
Dec 31, 24
19 ARK Investment Management LLC 4.39M (2.04%) -287.45K
Decreased by -6.55%
Dec 31, 24
20 Samjo Capital, LLC 4.04M (1.88%) 2.19M
Increased by +54.10%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 11.56M (5.38%) 146.34K
Increased by +1.27%
Mar 31, 25
2 Nikko Glob Digital Transform Equity MF 8.53M (3.97%) 1.60M
Increased by +18.79%
Jun 7, 24
3 Nikko Digital Transformation Eq Fund 6.93M (3.22%) 1.33M
Increased by +19.25%
Dec 7, 23
4 ARK Next Generation Internet 4.08M (1.90%) -306.35K
Decreased by -7.51%
Mar 31, 25
5 ARK Next Generation Internet ETF 3.83M (1.78%) 0.00
Increased by 0.00%
Apr 30, 25
6 MFS New Discovery I 3.79M (1.76%) -698.62K
Decreased by -18.44%
Feb 28, 25
7 Fidelity Tactical High Income Sr F8 2.46M (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
8 Hood River Small-Cap Growth Instl 2.37M (1.10%) 135.02K
Increased by +5.69%
Dec 31, 24
9 Needham Aggressive Growth Retail 2.33M (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
10 Strategic Advisers U.S. Total Stock 2.22M (1.03%) 158.63K
Increased by +7.14%
Mar 31, 25
11 Fidelity VIP Mid Cap Initial 2.18M (1.01%) 1.47M
Increased by +67.52%
Sep 30, 24
12 Strategic Advisers U.S. Total Stock{mg} 1.70M (0.79%) 47.22K
Increased by +2.77%
Sep 30, 24
13 Voya Small Cap Growth 1.68M (0.78%) 343.71K
Increased by +20.40%
Mar 31, 25
14 Voya Small Cap Growth I 1.66M (0.77%) 21.85K
Increased by +1.32%
Mar 31, 25
15 Strategic Advisers Small-Mid Cap 1.66M (0.77%) 124.09K
Increased by +7.50%
Jul 31, 24
16 Granahan US Focused Growth A USD Acc 1.65M (0.77%) 0.00
Increased by 0.00%
Mar 31, 25
17 American Funds IS® Global Small Cap 1 1.64M (0.76%) 100.00K
Increased by +6.10%
Mar 31, 25
18 Fidelity Advisor® Multi-Asset Income I 1.61M (0.75%) 898.00K
Increased by +55.75%
Oct 31, 23
19 CC&L Global Alpha - Series A 1.60M (0.75%) 44.00K
Increased by +2.74%
Mar 31, 25
20 Strategic Advisers® Small-Mid Cap 1.54M (0.72%) 51.68K
Increased by +3.36%
Oct 31, 23