Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UFO 3.98%
2 XTL 3.65%
3 ROKT 3.33%
4 EWCO 3.13%
5 SRVR 2.80%
6 SRHQ 1.47%
7 FIVG 1.37%
8 SIXG 1.37%
9 JSML 1.36%
10 FITE 1.36%
11 PXSG 1.33%
12 SMDY 1.09%
13 HAIL 1.08%
14 JPSV 1.05%
15 ARKK 1.02%
16 COWG 0.96%
17 DGRS 0.92%
18 FDLS 0.85%
19 SURE 0.77%
20 PEXL 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.71M (13.37%) 910.25K
Increased by +7.16%
Dec 31, 24
2 Vanguard Group Inc 10.81M (11.37%) -178.77K
Decreased by -1.65%
Dec 31, 24
3 BAMCO Inc 10.77M (11.33%) -349.41K
Decreased by -3.24%
Dec 31, 24
4 Capital Research & Mgmt Co - Division 3 7.40M (7.79%) -480.69K
Decreased by -6.49%
Dec 31, 23
5 State Street Corp 4.38M (4.61%) 113.57K
Increased by +2.59%
Dec 31, 24
6 State Street Corporation 4.18M (4.40%) -113.21K
Decreased by -2.71%
Mar 31, 24
7 Silver Heights Capital Management Inc. 3.72M (3.91%) -9.80K
Decreased by -0.26%
Dec 31, 24
8 Van Berkom and Associates Inc 3.17M (3.34%) -358.57K
Decreased by -11.30%
Dec 31, 24
9 Sumitomo Mitsui Trust Group Inc 2.83M (2.98%) 320.51K
Increased by +11.33%
Dec 31, 24
10 Nikko Asset Management Americas Inc 2.83M (2.97%) 329.92K
Increased by +11.67%
Dec 31, 24
11 ARK Investment Management LLC 2.51M (2.64%) 134.92K
Increased by +5.38%
Dec 31, 24
12 Schroder Investment Management Group 2.21M (2.33%) 683.78K
Increased by +30.89%
Dec 31, 24
13 Sumitomo Mitsui Trust Holdings Inc 2.09M (2.20%) 346.12K
Increased by +16.56%
Mar 31, 24
14 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.09M (2.20%) 567.16K
Increased by +27.16%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 2.06M (2.17%) 149.61K
Increased by +7.26%
Dec 31, 24
16 Geode Capital Management, LLC 2.01M (2.11%) -79.16K
Decreased by -3.94%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 1.88M (1.98%) 419.34K
Increased by +22.26%
Dec 31, 24
18 Northern Trust Corp 1.83M (1.92%) 280.27K
Increased by +15.34%
Dec 31, 24
19 D. E. Shaw & Co LP 1.81M (1.91%) 1.26M
Increased by +69.46%
Mar 31, 24
20 American Century Companies Inc 1.74M (1.83%) 841.95K
Increased by +48.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 6.00M (6.31%) -850.00K
Decreased by -14.17%
Mar 31, 25
2 Baron Small Cap Growth Strategy 6.00M (6.31%) -850.00K
Decreased by -14.17%
Mar 31, 25
3 iShares Core S&P Mid-Cap ETF 3.55M (3.73%) 1.16K
Increased by +0.03%
Mar 31, 25
4 American Funds Growth Fund of Amer A 3.41M (3.59%) -521.74K
Decreased by -15.29%
Dec 31, 23
5 Capital Group Growth Fnd of Amer Comp 3.41M (3.59%) -521.74K
Decreased by -15.29%
Dec 31, 23
6 Van Berkom Sm-Cap Eq 3.40M (3.58%) -686.20K
Decreased by -20.19%
Jun 30, 24
7 Vanguard US Total Market Shares ETF 3.30M (3.47%) -174.89K
Decreased by -5.30%
Sep 30, 24
8 Vanguard Total Stock Mkt Idx Inv 3.28M (3.45%) 2.80K
Increased by +0.09%
Feb 28, 25
9 T. Rowe Price Integrated US SmCapGrEq 2.45M (2.57%) 1.45M
Increased by +59.18%
Dec 31, 24
10 Vanguard Small Cap Index 2.31M (2.43%) -304.87K
Decreased by -13.19%
Mar 31, 25
11 ARK Disruptive Innovation Full Composite 2.06M (2.16%) 2.06M
Increased by +100.00%
Mar 31, 25
12 ARK Innovation ETF 2.03M (2.14%) -19.46K
Decreased by -0.96%
Mar 31, 25
13 Avantis US Small Cap Value ETF 1.90M (2.00%) 3.56K
Increased by +0.19%
Mar 29, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.75M (1.84%) 2.48K
Increased by +0.14%
Feb 28, 25
15 Nikko AM ARK Pstv Chg Innovt P JPY Acc 1.69M (1.78%) -59.83K
Decreased by -3.53%
Feb 28, 25
16 ARK Autonomous Technology&Robotics ETF 1.68M (1.77%) 0.00
Increased by 0.00%
Mar 31, 25
17 ARK Industrial Innovation 1.68M (1.77%) 61.79K
Increased by +3.67%
Mar 31, 25
18 T. Rowe Price Integrated US Sm Gr Eq 1.37M (1.45%) 0.00
Increased by 0.00%
Mar 31, 25
19 Baron Partners Retail 1.30M (1.37%) -475.00K
Decreased by -36.54%
Mar 31, 25
20 Vanguard Small Cap Growth Index Inv 1.29M (1.36%) -179.71K
Decreased by -13.93%
Mar 31, 25