Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UFO 4.75%
2 XTL 4.01%
3 ROKT 3.76%
4 SRVR 3.43%
5 EWCO 3.13%
6 SRHQ 1.62%
7 SIXG 1.57%
8 FITE 1.57%
9 JSML 1.36%
10 PXSG 1.33%
11 COWG 1.15%
12 HAIL 1.09%
13 SMDY 1.09%
14 ARKK 1.07%
15 FDLS 1.00%
16 DGRS 1.00%
17 SURE 0.86%
18 QLV 0.69%
19 JPSV 0.63%
20 PEXL 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 12.71M (13.23%) 910.25K
Increased by +7.16%
Dec 31, 24
2 Vanguard Group Inc 10.81M (11.26%) -178.77K
Decreased by -1.65%
Dec 31, 24
3 BAMCO Inc 10.77M (11.22%) -349.41K
Decreased by -3.24%
Dec 31, 24
4 Capital Research & Mgmt Co - Division 3 7.40M (7.71%) -480.69K
Decreased by -6.49%
Dec 31, 23
5 State Street Corp 4.38M (4.57%) 113.57K
Increased by +2.59%
Dec 31, 24
6 State Street Corporation 4.18M (4.35%) -113.21K
Decreased by -2.71%
Mar 31, 24
7 Silver Heights Capital Management Inc. 3.72M (3.87%) -9.80K
Decreased by -0.26%
Dec 31, 24
8 Van Berkom and Associates Inc 3.17M (3.30%) -358.57K
Decreased by -11.30%
Dec 31, 24
9 Sumitomo Mitsui Trust Group Inc 2.83M (2.95%) 320.51K
Increased by +11.33%
Dec 31, 24
10 Nikko Asset Management Americas Inc 2.83M (2.94%) 329.92K
Increased by +11.67%
Dec 31, 24
11 ARK Investment Management LLC 2.51M (2.61%) 134.92K
Increased by +5.38%
Dec 31, 24
12 Schroder Investment Management Group 2.21M (2.31%) 683.78K
Increased by +30.89%
Dec 31, 24
13 Sumitomo Mitsui Trust Holdings Inc 2.09M (2.18%) 346.12K
Increased by +16.56%
Mar 31, 24
14 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.09M (2.17%) 567.16K
Increased by +27.16%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 2.06M (2.15%) 149.61K
Increased by +7.26%
Dec 31, 24
16 Geode Capital Management, LLC 2.01M (2.09%) -79.16K
Decreased by -3.94%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 1.88M (1.96%) 419.34K
Increased by +22.26%
Dec 31, 24
18 Northern Trust Corp 1.83M (1.90%) 280.27K
Increased by +15.34%
Dec 31, 24
19 D. E. Shaw & Co LP 1.81M (1.89%) 1.26M
Increased by +69.46%
Mar 31, 24
20 American Century Companies Inc 1.74M (1.81%) 841.95K
Increased by +48.50%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Baron Growth Retail 6.85M (7.13%) -121.00K
Decreased by -1.77%
Dec 31, 24
2 Baron Small Cap Growth Strategy 6.85M (7.13%) -121.00K
Decreased by -1.77%
Dec 31, 24
3 iShares Core S&P Mid-Cap ETF 3.70M (3.86%) 2.78K
Increased by +0.08%
Feb 28, 25
4 American Funds Growth Fund of Amer A 3.41M (3.55%) -521.74K
Decreased by -15.29%
Dec 31, 23
5 Capital Group Growth Fnd of Amer Comp 3.41M (3.55%) -521.74K
Decreased by -15.29%
Dec 31, 23
6 Van Berkom Sm-Cap Eq 3.40M (3.54%) -686.20K
Decreased by -20.19%
Jun 30, 24
7 Vanguard Total Stock Mkt Idx Inv 3.28M (3.41%) 2.80K
Increased by +0.09%
Feb 28, 25
8 Vanguard Small Cap Index 2.62M (2.72%) 2.17K
Increased by +0.08%
Feb 28, 25
9 T. Rowe Price Integrated US SmCapGrEq 2.45M (2.55%) 1.45M
Increased by +59.18%
Dec 31, 24
10 Avantis US Small Cap Value ETF 1.81M (1.89%) 7.94K
Increased by +0.44%
Feb 28, 25
11 Baron Partners Retail 1.77M (1.85%) -25.00K
Decreased by -1.41%
Dec 31, 24
12 Nikko AM ARK Pstv Chg Innovt P JPY Acc 1.75M (1.83%) 194.28K
Increased by +11.09%
Jan 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 1.75M (1.82%) 2.48K
Increased by +0.14%
Feb 28, 25
14 ARK Autonomous Technology&Robotics ETF 1.65M (1.72%) 0.00
Increased by 0.00%
Feb 28, 25
15 ARK Industrial Innovation 1.62M (1.69%) 2.83K
Increased by +0.17%
Dec 31, 24
16 Vanguard Small Cap Growth Index Inv 1.47M (1.53%) -8.63K
Decreased by -0.59%
Feb 28, 25
17 ARK Innovation ETF 1.44M (1.50%) 72.95K
Increased by +5.08%
Feb 28, 25
18 T. Rowe Price Integrated US Sm Gr Eq 1.37M (1.43%) 151.50K
Increased by +11.02%
Jan 31, 25
19 Vanguard Explorer Inv 1.29M (1.34%) 362.73K
Increased by +28.22%
Dec 31, 24
20 ClearBridge Small Cap Growth 1.00M (1.04%) -448.00K
Decreased by -44.66%
Jun 30, 24