Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UFO 4.16%
2 XTL 3.78%
3 ROKT 3.34%
4 SRVR 3.14%
5 EWCO 3.13%
6 SRHQ 1.59%
7 FIVG 1.42%
8 SIXG 1.42%
9 FITE 1.37%
10 JSML 1.36%
11 PXSG 1.33%
12 SMDY 1.09%
13 ARKK 1.03%
14 SURE 1.02%
15 DGRS 1.01%
16 COWG 1.00%
17 HAIL 0.98%
18 FDLS 0.89%
19 JPSV 0.62%
20 PEXL 0.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.52M (12.12%) -1.18M
Decreased by -10.27%
Mar 31, 25
2 Vanguard Group Inc 9.84M (10.35%) -973.87K
Decreased by -9.90%
Mar 31, 25
3 BAMCO Inc 9.27M (9.75%) -1.50M
Decreased by -16.16%
Mar 31, 25
4 Capital Research & Mgmt Co - Division 3 7.40M (7.79%) -480.69K
Decreased by -6.49%
Dec 31, 23
5 ARK Investment Management LLC 4.89M (5.15%) 2.38M
Increased by +48.74%
Mar 31, 25
6 State Street Corp 4.46M (4.69%) 72.15K
Increased by +1.62%
Mar 31, 25
7 State Street Corporation 4.18M (4.40%) -113.21K
Decreased by -2.71%
Mar 31, 24
8 Sumitomo Mitsui Trust Group Inc 3.89M (4.10%) 1.06M
Increased by +27.33%
Mar 31, 25
9 Nikko Asset Management Americas Inc 3.89M (4.09%) 1.06M
Increased by +27.29%
Mar 31, 25
10 Silver Heights Capital Management Inc. 3.73M (3.92%) 11.39K
Increased by +0.31%
Mar 31, 25
11 Van Berkom and Associates Inc 2.89M (3.04%) -286.61K
Decreased by -9.93%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 2.52M (2.65%) 454.40K
Increased by +18.06%
Mar 31, 25
13 American Century Companies Inc 2.20M (2.31%) 462.50K
Increased by +21.04%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 2.19M (2.30%) 304.49K
Increased by +13.91%
Mar 31, 25
15 Schroder Investment Management Group 2.12M (2.23%) -92.67K
Decreased by -4.37%
Mar 31, 25
16 Sumitomo Mitsui Trust Holdings Inc 2.09M (2.20%) 346.12K
Increased by +16.56%
Mar 31, 24
17 Geode Capital Management, LLC 2.02M (2.13%) 13.89K
Increased by +0.69%
Mar 31, 25
18 T. Rowe Price Associates, Inc. 1.95M (2.05%) 234.81K
Increased by +12.07%
Mar 31, 25
19 Northern Trust Corp 1.83M (1.92%) 280.27K
Increased by +15.34%
Dec 31, 24
20 D. E. Shaw & Co LP 1.81M (1.91%) 1.26M
Increased by +69.46%
Mar 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 3.52M (3.71%) -11.95K
Decreased by -0.34%
Apr 30, 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 2.97M (3.13%) 41.99K
Increased by +1.41%
Apr 30, 25
9 Vanguard Small Cap Index 2.32M (2.44%) 11.42K
Increased by +0.49%
Apr 30, 25
10 ARK Innovation ETF 2.27M (2.38%) -56.70K
Decreased by -2.50%
Apr 30, 25
11 ARK Disruptive Innovation Full Composite 2.06M (2.16%) 2.06M
Increased by +100.00%
Mar 31, 25
12 Avantis US Small Cap Value ETF 1.98M (2.09%) 0.00
Increased by 0.00%
Apr 30, 25
13 ARK Autonomous Technology&Robotics ETF 1.72M (1.81%) 0.00
Increased by 0.00%
Apr 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.69M (1.77%) 2.04K
Increased by +0.12%
Apr 30, 25
15 ARK Industrial Innovation 1.68M (1.77%) 61.79K
Increased by +3.67%
Mar 31, 25
16 Nikko AM ARK Pstv Chg Innovt P JPY Acc 1.68M (1.76%) -16.96K
Decreased by -1.01%
Mar 31, 25
17 T. Rowe Price Integrated US Sm Gr Eq 1.37M (1.45%) 0.00
Increased by 0.00%
Mar 31, 25
18 T. Rowe Price Integrated US SmCapGrEq 1.37M (1.45%) -1.07M
Decreased by -77.95%
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%) -973.00
Decreased by -0.08%
Apr 30, 25