Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ARKX 6.48%
2 ARKQ 3.81%
3 UFO 3.45%
4 SRVR 3.42%
5 EWCO 3.13%
6 XTL 3.12%
7 ROKT 2.99%
8 IYZ 2.75%
9 SRHQ 1.49%
10 JSML 1.36%
11 PXSG 1.33%
12 FITE 1.21%
13 SIXG 1.16%
14 FIVG 1.16%
15 SMDY 1.09%
16 SURE 1.02%
17 ARKK 0.94%
18 DGRS 0.92%
19 HAIL 0.84%
20 FDLS 0.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.52M (12.37%) -1.18M
Decreased by -10.27%
Mar 31, 25
2 Vanguard Group Inc 9.84M (10.56%) -973.87K
Decreased by -9.90%
Mar 31, 25
3 BAMCO Inc 9.27M (9.96%) -1.50M
Decreased by -16.16%
Mar 31, 25
4 Capital Research & Mgmt Co - Division 3 7.40M (7.95%) -480.69K
Decreased by -6.49%
Dec 31, 23
5 ARK Investment Management LLC 4.89M (5.25%) 2.38M
Increased by +48.74%
Mar 31, 25
6 State Street Corp 4.46M (4.78%) 72.15K
Increased by +1.62%
Mar 31, 25
7 State Street Corporation 4.18M (4.49%) -113.21K
Decreased by -2.71%
Mar 31, 24
8 Sumitomo Mitsui Trust Group Inc 3.89M (4.18%) 1.06M
Increased by +27.33%
Mar 31, 25
9 Nikko Asset Management Americas Inc 3.89M (4.18%) 1.06M
Increased by +27.29%
Mar 31, 25
10 Silver Heights Capital Management Inc. 3.73M (4.00%) 11.39K
Increased by +0.31%
Mar 31, 25
11 Van Berkom and Associates Inc 2.89M (3.10%) -286.61K
Decreased by -9.93%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 2.52M (2.70%) 454.40K
Increased by +18.06%
Mar 31, 25
13 American Century Companies Inc 2.20M (2.36%) 462.50K
Increased by +21.04%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 2.19M (2.35%) 304.49K
Increased by +13.91%
Mar 31, 25
15 Schroder Investment Management Group 2.12M (2.28%) -92.67K
Decreased by -4.37%
Mar 31, 25
16 Sumitomo Mitsui Trust Holdings Inc 2.09M (2.24%) 346.12K
Increased by +16.56%
Mar 31, 24
17 Geode Capital Management, LLC 2.02M (2.17%) 13.89K
Increased by +0.69%
Mar 31, 25
18 T. Rowe Price Associates, Inc. 1.95M (2.09%) 234.81K
Increased by +12.07%
Mar 31, 25
19 D. E. Shaw & Co LP 1.81M (1.95%) 1.26M
Increased by +69.46%
Mar 31, 24
20 Northern Trust Corp 1.72M (1.85%) -107.73K
Decreased by -6.26%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 5.90M (6.34%) -100.00K
Decreased by -1.69%
Jun 30, 25
2 Baron Small Cap Growth Strategy 5.90M (6.34%) -100.00K
Decreased by -1.69%
Jun 30, 25
3 iShares Core S&P Mid-Cap ETF 3.53M (3.79%) 1.84K
Increased by +0.05%
Jun 30, 25
4 American Funds Growth Fund of Amer A 3.41M (3.66%) -521.74K
Decreased by -15.29%
Dec 31, 23
5 Capital Group Growth Fnd of Amer Comp 3.41M (3.66%) -521.74K
Decreased by -15.29%
Dec 31, 23
6 Van Berkom Sm-Cap Eq 3.40M (3.65%) -686.20K
Decreased by -20.19%
Jun 30, 24
7 Vanguard US Total Market Shares ETF 3.30M (3.54%) -174.89K
Decreased by -5.30%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 2.98M (3.20%) 2.64K
Increased by +0.09%
May 31, 25
9 Vanguard Small Cap Index 2.33M (2.50%) 8.55K
Increased by +0.37%
May 31, 25
10 Avantis US Small Cap Value ETF 2.26M (2.42%) 3.00K
Increased by +0.13%
Jun 28, 25
11 ARK Innovation ETF 2.25M (2.42%) 2.32K
Increased by +0.10%
Jun 30, 25
12 ARK Disruptive Innovation Full Composite 2.06M (2.21%) 2.06M
Increased by +100.00%
Mar 31, 25
13 ARK Autonomous Technology&Robotics ETF 1.77M (1.90%) 0.00
Increased by 0.00%
Jun 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.70M (1.82%) 11.76K
Increased by +0.69%
May 31, 25
15 ARK Industrial Innovation 1.68M (1.81%) 61.79K
Increased by +3.67%
Mar 31, 25
16 Nikko AM ARK Pstv Chg Innovt P JPY Acc 1.64M (1.77%) -17.76K
Decreased by -1.08%
May 31, 25
17 T. Rowe Price Integrated US Sm Gr Eq 1.37M (1.48%) 0.00
Increased by 0.00%
Jun 30, 25
18 T. Rowe Price Integrated US SmCapGrEq 1.37M (1.48%) 0.00
Increased by 0.00%
Jun 30, 25
19 Baron Partners Retail 1.30M (1.40%) -475.00K
Decreased by -36.54%
Mar 31, 25
20 Vanguard Small Cap Growth Index Inv 1.29M (1.38%) -1.70K
Decreased by -0.13%
May 31, 25