Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ARKX 8.24%
2 ARKQ 4.87%
3 UFO 4.47%
4 SRVR 4.35%
5 XTL 4.12%
6 ROKT 3.94%
7 IYZ 3.40%
8 EWCO 3.13%
9 SRHQ 1.90%
10 FIVG 1.57%
11 SIXG 1.57%
12 FITE 1.56%
13 JSML 1.36%
14 PXSG 1.33%
15 DGRS 1.17%
16 SMDY 1.09%
17 HAIL 1.07%
18 FDLS 1.04%
19 SURE 1.03%
20 ARKK 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 11.52M (12.11%) -1.18M
Decreased by -10.27%
Mar 31, 25
2 Vanguard Group Inc 9.84M (10.34%) -973.87K
Decreased by -9.90%
Mar 31, 25
3 BAMCO Inc 9.27M (9.74%) -1.50M
Decreased by -16.16%
Mar 31, 25
4 Capital Research & Mgmt Co - Division 3 7.40M (7.78%) -480.69K
Decreased by -6.49%
Dec 31, 23
5 ARK Investment Management LLC 4.89M (5.14%) 2.38M
Increased by +48.74%
Mar 31, 25
6 State Street Corp 4.46M (4.68%) 72.15K
Increased by +1.62%
Mar 31, 25
7 State Street Corporation 4.18M (4.39%) -113.21K
Decreased by -2.71%
Mar 31, 24
8 Sumitomo Mitsui Trust Group Inc 3.89M (4.09%) 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 (3.03%) -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 (2.12%) 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 D. E. Shaw & Co LP 1.81M (1.91%) 1.26M
Increased by +69.46%
Mar 31, 24
20 Northern Trust Corp 1.72M (1.81%) -107.73K
Decreased by -6.26%
Mar 31, 25

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 3.54M (3.72%) 0.00
Increased by 0.00%
May 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 (3.57%) -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 2.98M (3.13%) 2.64K
Increased by +0.09%
May 31, 25
9 Vanguard Small Cap Index 2.33M (2.45%) 8.55K
Increased by +0.37%
May 31, 25
10 ARK Innovation ETF 2.23M (2.35%) -31.75K
Decreased by -1.42%
May 31, 25
11 Avantis US Small Cap Value ETF 2.16M (2.27%) 4.59K
Increased by +0.21%
May 31, 25
12 ARK Disruptive Innovation Full Composite 2.06M (2.16%) 2.06M
Increased by +100.00%
Mar 31, 25
13 ARK Autonomous Technology&Robotics ETF 1.75M (1.84%) 3.85K
Increased by +0.22%
May 31, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.70M (1.78%) 11.76K
Increased by +0.69%
May 31, 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 1.66M (1.75%) -14.11K
Decreased by -0.85%
Apr 30, 25
17 T. Rowe Price Integrated US Sm Gr Eq 1.37M (1.44%) 0.00
Increased by 0.00%
Mar 31, 25
18 T. Rowe Price Integrated US SmCapGrEq 1.37M (1.44%) -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 (1.35%) -1.70K
Decreased by -0.13%
May 31, 25