Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ARKQ 10.33%
2 ARKX 10.23%
3 XAR 4.65%
4 GK 4.64%
5 PSCI 3.75%
6 AIRR 3.27%
7 IQM 3.09%
8 PRN 2.87%
9 FFLS 2.54%
10 BOUT 2.29%
11 FITE 2.07%
12 MMSC 2.00%
13 SHLD 1.84%
14 MISL 1.80%
15 HAPS 1.77%
16 XKFS 1.65%
17 GCAD 1.61%
18 NSCS 1.53%
19 ITA 1.23%
20 SAWS 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.74M (16.47%) 11.61M
Increased by +46.90%
Mar 31, 25
2 Vanguard Group Inc 16.45M (10.95%) 1.73M
Increased by +10.51%
Mar 31, 25
3 State Street Corp 9.82M (6.54%) 4.00M
Increased by +40.72%
Mar 31, 25
4 State Street Corporation 7.82M (5.21%) 1.17M
Increased by +14.99%
Mar 31, 24
5 BAMCO Inc 4.61M (3.07%) 235.47K
Increased by +5.11%
Mar 31, 25
6 ING Investment Management LLC 4.33M (2.88%) 3.38M
Increased by +78.19%
Mar 31, 25
7 Franklin Resources Inc 3.92M (2.61%) 807.75K
Increased by +20.59%
Mar 31, 25
8 Stephens Inv Mgmt Group LLC 3.86M (2.57%) -395.95K
Decreased by -10.26%
Mar 31, 25
9 FMR Inc 3.74M (2.49%) -601.26K
Decreased by -16.08%
Mar 31, 25
10 ARK Investment Management LLC 3.69M (2.46%) -228.23K
Decreased by -6.19%
Mar 31, 25
11 Geode Capital Management, LLC 3.65M (2.43%) 108.02K
Increased by +2.96%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 3.37M (2.24%) -906.74K
Decreased by -26.94%
Mar 31, 25
13 Cooper Creek Partners Management LLC 3.03M (2.02%) -185.17K
Decreased by -6.10%
Dec 31, 24
14 UBS Group AG 2.97M (1.98%) 2.24M
Increased by +75.38%
Mar 31, 25
15 Van Eck Associates Corporation 2.66M (1.77%) 1.37M
Increased by +51.51%
Mar 31, 25
16 Fuller & Thaler Asset Management Inc 2.61M (1.74%) 530.60K
Increased by +20.33%
Mar 31, 25
17 Sumitomo Mitsui Trust Holdings Inc 2.61M (1.74%) -504.16K
Decreased by -19.34%
Jun 30, 24
18 American Capital Management Inc 2.60M (1.73%) 24.38K
Increased by +0.94%
Mar 31, 25
19 Ameriprise Financial Inc 2.47M (1.64%) -663.09K
Decreased by -26.88%
Mar 31, 25
20 Loomis, Sayles & Company LP 2.44M (1.62%) -51.33K
Decreased by -2.11%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 9.88M (6.58%) -25.45K
Decreased by -0.26%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 4.91M (3.27%) 3.42K
Increased by +0.07%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.60M (3.06%) 4.88K
Increased by +0.11%
Sep 30, 24
4 iShares Russell 2000 ETF 4.11M (2.73%) 342.00K
Increased by +8.32%
Jun 30, 25
5 Vanguard Small Cap Index 3.86M (2.57%) 18.29K
Increased by +0.47%
May 31, 25
6 SPDR® S&P Aerospace & Defense ETF 2.86M (1.90%) 12.63K
Increased by +0.44%
Jun 30, 25
7 ARK Industrial Innovation 2.79M (1.86%) -142.00K
Decreased by -5.09%
Mar 31, 25
8 VanEck Defense ETF A USD Acc 2.77M (1.84%) 13.03K
Increased by +0.47%
Jun 30, 25
9 Baron Opp. Small Cap Growth Strategy 2.50M (1.66%) 0.00
Increased by 0.00%
Jun 30, 25
10 Baron Small Cap Retail 2.50M (1.66%) 0.00
Increased by 0.00%
Jun 30, 25
11 ARK Autonomous Technology&Robotics ETF 2.38M (1.59%) 0.00
Increased by 0.00%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 2.38M (1.58%) 19.85K
Increased by +0.83%
May 31, 25
13 Franklin Innovation Composite 2.33M (1.55%) 1.08M
Increased by +46.47%
Jun 30, 25
14 Franklin DynaTech A 2.25M (1.50%) 250.00K
Increased by +11.11%
Jun 30, 25
15 Columbia Small Cap Growth 2.23M (1.49%) 384.57K
Increased by +17.22%
Dec 31, 24
16 Columbia Small Cap Growth Inst 2.23M (1.49%) 0.00
Increased by 0.00%
Feb 28, 25
17 Vanguard Explorer Inv 2.16M (1.44%) -197.28K
Decreased by -9.15%
Mar 31, 25
18 Vanguard Small Cap Growth Index Inv 2.12M (1.41%) -12.53K
Decreased by -0.59%
May 31, 25
19 First Trust RBA Amer Indl RenaisTM ETF 2.03M (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
20 Franklin DynaTech Fund A 2.00M (1.33%) 400.00K
Increased by +20.00%
May 31, 25