Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HELX 8.43%
2 EKG 5.45%
3 GNOM 5.45%
4 LFSC 5.20%
5 GDOC 5.00%
6 ARKG 4.67%
7 LRNZ 4.32%
8 SPIT 3.91%
9 PTH 3.54%
10 FFOX 3.09%
11 BMED 3.01%
12 FRTY 2.77%
13 HTEC 2.67%
14 FCUS 2.66%
15 XHS 2.42%
16 IHF 2.36%
17 QMOM 2.01%
18 FFLS 1.98%
19 DBSC 1.83%
20 HYP 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.16M (9.52%) 251.94K
Increased by +2.07%
Dec 31, 25
2 BlackRock Inc 11.32M (8.86%) -111.60K
Decreased by -0.99%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 5.64M (4.41%) 1.41M
Increased by +25.10%
Dec 31, 25
4 Amvescap Plc. 4.95M (3.87%) -369.46K
Decreased by -7.47%
Mar 31, 26
5 Baillie Gifford & Co Limited. 3.86M (3.02%) -1.03M
Decreased by -26.72%
Mar 31, 26
6 Capital Research & Mgmt Co - Division 3 3.48M (2.72%) -47.34K
Decreased by -1.36%
Mar 31, 26
7 Franklin Resources Inc 3.45M (2.70%) 86.65K
Increased by +2.51%
Mar 31, 26
8 Geode Capital Management, LLC 3.21M (2.51%) 277.00K
Increased by +8.62%
Dec 31, 25
9 Cadian Capital Management LP 3.18M (2.49%) -1.42M
Decreased by -44.54%
Jun 30, 25
10 Citadel Advisors Llc 2.94M (2.30%) -658.36K
Decreased by -22.40%
Jun 30, 25
11 BRAIDWELL LP 2.85M (2.23%) -494.19K
Decreased by -17.35%
Dec 31, 24
12 ARK Investment Management LLC 2.82M (2.21%) 1.41M
Increased by +50.09%
Jun 30, 25
13 Deep Track Capital, LP 2.80M (2.19%) -1.35M
Decreased by -48.36%
Dec 31, 25
14 Parkwood LLC 2.80M (2.19%) 0.00
Increased by 0.00%
Sep 30, 24
15 State Street Corp 2.80M (2.19%) 7.95K
Increased by +0.28%
Dec 31, 25
16 Millennium Management LLC 2.72M (2.13%) 1.63M
Increased by +59.71%
Jun 30, 25
17 State Street Corporation 2.63M (2.06%) 55.71K
Increased by +2.12%
Mar 31, 24
18 The Goldman Sachs Group Inc 2.63M (2.06%) 1.12M
Increased by +42.68%
Dec 31, 25
19 Fuller & Thaler Asset Management Inc 2.55M (2.00%) -2.33M
Decreased by -91.48%
Mar 31, 26
20 FMR Inc 2.40M (1.88%) 1.57M
Increased by +65.60%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.96M (3.10%) 107.97K
Increased by +2.73%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 3.66M (2.87%) 3.25K
Increased by +0.09%
Sep 30, 24
3 iShares Russell 2000 ETF 2.92M (2.29%) 24.63K
Increased by +0.84%
Apr 30, 26
4 Vanguard Small Cap Index 2.88M (2.25%) 107.94K
Increased by +3.75%
Mar 31, 26
5 Fidelity® Blue Chip Growth 2.04M (1.60%) 0.00
Increased by 0.00%
Nov 30, 23
6 Franklin DynaTech A 1.75M (1.37%) 0.00
Increased by 0.00%
Mar 31, 26
7 Franklin DynaTech Fund A 1.75M (1.37%) 0.00
Increased by 0.00%
Feb 28, 26
8 Franklin Innovation Composite 1.75M (1.37%) 0.00
Increased by 0.00%
Mar 31, 26
9 Eventide Gilead N 1.72M (1.34%) -580.55K
Decreased by -33.78%
Dec 31, 25
10 Baillie Gifford US Equity Growth 1.72M (1.34%) -875.79K
Decreased by -51.02%
Mar 31, 26
11 Vanguard US Growth Investor 1.72M (1.34%) -799.14K
Decreased by -46.56%
Mar 31, 26
12 American Funds IS® Growth 1 1.71M (1.33%) 0.00
Increased by 0.00%
Jun 30, 25
13 Capital Group Growth Composite 1.71M (1.33%) 0.00
Increased by 0.00%
Jun 30, 25
14 FullerThaler Behavioral Small-Cap Growth 1.68M (1.32%) 20.90K
Increased by +1.24%
Mar 31, 26
15 CS (Lux) Digital Health Equity SB USD 1.65M (1.29%) 0.00
Increased by 0.00%
Mar 31, 24
16 Vanguard Small Cap Growth Index Inv 1.61M (1.26%) 74.29K
Increased by +4.61%
Mar 31, 26
17 T. Rowe Price New Horizons 1.54M (1.21%) 144.50K
Increased by +9.36%
Mar 31, 26
18 US Small-Cap Growth II Equity Comp 1.54M (1.21%) -394.86K
Decreased by -25.58%
Mar 31, 26
19 FullerThaler Behavioral Sm-Cp Gr R6 1.53M (1.20%) -5.00K
Decreased by -0.33%
Dec 31, 25
20 ARK Innovation ETF 1.45M (1.14%) 138.04K
Increased by +9.50%
Jul 31, 25