Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ARKX 10.21%
2 ARKQ 9.64%
3 XAR 5.44%
4 GK 5.10%
5 BOUT 4.49%
6 PSCI 4.25%
7 AFOS 3.88%
8 AIRR 3.69%
9 IQM 3.45%
10 PRN 3.39%
11 FCUS 2.87%
12 FFLS 2.54%
13 FITE 2.24%
14 SHLD 2.11%
15 MISL 2.00%
16 MMSC 1.91%
17 CBSE 1.91%
18 GSC 1.82%
19 XKFS 1.65%
20 GCAD 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.74M (14.97%) 11.61M
Increased by +46.90%
Mar 31, 25
2 Vanguard Group Inc 17.98M (10.88%) 1.53M
Increased by +8.51%
Jun 30, 25
3 State Street Corp 9.82M (5.94%) 4.00M
Increased by +40.72%
Mar 31, 25
4 State Street Corporation 7.82M (4.74%) 1.17M
Increased by +14.99%
Mar 31, 24
5 Franklin Resources Inc 5.09M (3.08%) 1.16M
Increased by +22.86%
Jun 30, 25
6 BAMCO Inc 4.61M (2.79%) 235.47K
Increased by +5.11%
Mar 31, 25
7 ARK Investment Management LLC 4.51M (2.73%) 818.10K
Increased by +18.15%
Jun 30, 25
8 ING Investment Management LLC 4.33M (2.62%) 3.38M
Increased by +78.19%
Mar 31, 25
9 FMR Inc 3.74M (2.26%) -601.26K
Decreased by -16.08%
Mar 31, 25
10 Geode Capital Management, LLC 3.65M (2.21%) 108.02K
Increased by +2.96%
Mar 31, 25
11 Cooper Creek Partners Management LLC 3.03M (1.84%) -185.17K
Decreased by -6.10%
Dec 31, 24
12 Fuller & Thaler Asset Management Inc 2.99M (1.81%) 378.67K
Increased by +12.67%
Jun 30, 25
13 UBS Group AG 2.97M (1.80%) 2.24M
Increased by +75.38%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 2.96M (1.79%) -404.09K
Decreased by -13.64%
Jun 30, 25
15 Hood River Capital Management LLC 2.76M (1.67%) 324.14K
Increased by +11.76%
Jun 30, 25
16 Van Eck Associates Corporation 2.66M (1.61%) 1.37M
Increased by +51.51%
Mar 31, 25
17 Sumitomo Mitsui Trust Holdings Inc 2.61M (1.58%) -504.16K
Decreased by -19.34%
Jun 30, 24
18 Stephens Inv Mgmt Group LLC 2.58M (1.56%) -1.28M
Decreased by -49.66%
Jun 30, 25
19 Ameriprise Financial Inc 2.47M (1.49%) -663.09K
Decreased by -26.88%
Mar 31, 25
20 Loomis, Sayles & Company LP 2.44M (1.48%) -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 9.94M (6.01%) 1.40K
Increased by +0.01%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 5.24M (3.17%) -110.45K
Decreased by -2.11%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 4.60M (2.78%) 4.88K
Increased by +0.11%
Sep 30, 24
4 Vanguard Small Cap Index 4.04M (2.45%) -25.91K
Decreased by -0.64%
Jul 31, 25
5 iShares Russell 2000 ETF 3.88M (2.35%) -73.81K
Decreased by -1.90%
Jul 31, 25
6 SPDR® S&P Aerospace & Defense ETF 3.10M (1.88%) 12.88K
Increased by +0.41%
Jul 31, 25
7 VanEck Defense ETF A USD Acc 2.94M (1.78%) 3.71K
Increased by +0.13%
Jul 31, 25
8 ARK Industrial Innovation 2.79M (1.69%) -142.00K
Decreased by -5.09%
Mar 31, 25
9 First Trust RBA Amer Indl RenaisTM ETF 2.54M (1.54%) -7.28K
Decreased by -0.29%
Jul 31, 25
10 Baron Opp. Small Cap Growth Strategy 2.50M (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
11 Baron Small Cap Retail 2.50M (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
12 Franklin Innovation Composite 2.33M (1.41%) 1.08M
Increased by +46.47%
Jun 30, 25
13 Vanguard Small Cap Growth Index Inv 2.28M (1.38%) -3.10K
Decreased by -0.14%
Jul 31, 25
14 Franklin DynaTech A 2.25M (1.36%) 250.00K
Increased by +11.11%
Jun 30, 25
15 ARK Autonomous Technology&Robotics ETF 2.24M (1.36%) 17.39K
Increased by +0.78%
Jul 31, 25
16 Columbia Small Cap Growth 2.23M (1.35%) 384.57K
Increased by +17.22%
Dec 31, 24
17 Columbia Small Cap Growth Inst 2.23M (1.35%) 0.00
Increased by 0.00%
Feb 28, 25
18 Vanguard Explorer Inv 2.16M (1.31%) -197.28K
Decreased by -9.15%
Mar 31, 25
19 FullerThaler Behavioral Small-Cap Growth 2.01M (1.21%) 192.68K
Increased by +9.61%
Jun 30, 25
20 Franklin DynaTech Fund A 2.00M (1.21%) 400.00K
Increased by +20.00%
May 31, 25