Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTH 2.72%
2 ATFV 0.68%
3 MOON 0.61%
4 FITE 0.10%
5 IWC 0.04%
6 IWN 0.01%
7 VTWV 0.01%
8 AVSC 0.01%
9 IWM 0.01%
10 RSSL 0.00%
11 DFAT 0.00%
12 RYLD 0.00%
13 SCHA 0.00%
14 UWM 0.00%
15 URTY 0.00%
16 IWO 0.00%
17 DFAS 0.00%
18 HDG 0.00%
19 IWV 0.00%
20 SCHB 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ARK Investment Management LLC 2.79M (12.81%) -430.98K
Decreased by -15.46%
Dec 31, 24
2 BlackRock Inc 1.93M (8.85%) 42.54K
Increased by +2.21%
Dec 31, 24
3 Ameriprise Financial Inc 1.81M (8.33%) -28.66K
Decreased by -1.58%
Dec 31, 24
4 Awm Investment Company Inc 1.67M (7.69%) 99.59K
Increased by +5.95%
Dec 31, 24
5 Eventide Asset Management, LLC 1.43M (6.57%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard Group Inc 1.32M (6.08%) -553.16K
Decreased by -41.76%
Dec 31, 24
7 Fred Alger Management, LLC 820.45K (3.77%) -185.79K
Decreased by -22.64%
Sep 30, 24
8 Iron Triangle Partners LP 728.87K (3.35%) -311.90K
Decreased by -42.79%
Jun 30, 24
9 Millennium Management LLC 618.31K (2.84%) 161.92K
Increased by +26.19%
Jun 30, 24
10 Geode Capital Management, LLC 581.30K (2.67%) 13.51K
Increased by +2.32%
Dec 31, 24
11 Tao Capital Management LP 568.98K (2.61%) 0.00
Increased by 0.00%
Dec 31, 24
12 Granahan Investment Management Inc.. 522.79K (2.40%) -338.65K
Decreased by -64.78%
Dec 31, 24
13 Sumitomo Mitsui Trust Holdings Inc 495.80K (2.28%) -66.49K
Decreased by -13.41%
Jun 30, 24
14 Nikko Asset Management Americas Inc 467.43K (2.15%) -27.80K
Decreased by -5.95%
Dec 31, 24
15 State Street Corp 457.35K (2.10%) -21.70K
Decreased by -4.74%
Dec 31, 24
16 State Street Corporation 436.04K (2.00%) 28.73K
Increased by +6.59%
Mar 31, 24
17 Sumitomo Mitsui Trust Group Inc 412.57K (1.90%) -54.85K
Decreased by -13.30%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 384.33K (1.77%) -12.71K
Decreased by -3.31%
Dec 31, 24
19 Renaissance Technologies Corp 294.96K (1.35%) -27.44K
Decreased by -9.30%
Dec 31, 24
20 Morgan Stanley - Brokerage Accounts 266.57K (1.22%) 162.60K
Increased by +61.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Genomic Revolution 2.85M (13.10%) 98.39K
Increased by +3.45%
Mar 31, 25
2 ARK Genomic Revolution ETF 2.66M (12.24%) 9.22K
Increased by +0.35%
Apr 30, 25
3 Columbia Small Cap Growth 1.52M (6.99%) 13.97K
Increased by +0.92%
Dec 31, 24
4 Columbia Small Cap Growth Inst 1.52M (6.99%) 0.00
Increased by 0.00%
Feb 28, 25
5 Eventide Healthcare & Life Sciences I 1.43M (6.57%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard Total Stock Mkt Idx Inv 792.16K (3.64%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 792.16K (3.64%) 0.00
Increased by 0.00%
Sep 30, 24
8 Nikko Gbl All Biological Genome Eq MF 606.00K (2.78%) 606.00K
Increased by +100.00%
Dec 7, 23
9 iShares Russell 2000 ETF 592.00K (2.72%) -4.80K
Decreased by -0.81%
Apr 29, 25
10 Vanguard Information Technology ETF 580.27K (2.67%) 22.19K
Increased by +3.82%
Oct 31, 24
11 Invesco Dorsey Wright Healthcare MomtETF 538.91K (2.48%) 860.00
Increased by +0.16%
Apr 30, 25
12 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 502.74K (2.31%) -53.80K
Decreased by -10.70%
Jan 31, 24
13 Alger Small Cap Growth B 444.98K (2.04%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 382.13K (1.76%) 28.01K
Increased by +7.33%
Mar 31, 25
15 Granahan Inv Mgt Sm-Cap Core Gr 280.39K (1.29%) -22.87K
Decreased by -8.16%
Mar 31, 24
16 Alger Dynamic Opportunities Composite 278.73K (1.28%) -63.07K
Decreased by -22.63%
Aug 31, 23
17 BlackRock Health Sciences Term Trust 274.08K (1.26%) 0.00
Increased by 0.00%
Mar 31, 24
18 Alger Dynamic Opportunities A 270.87K (1.24%) 128.38K
Increased by +47.39%
Nov 30, 23
19 Fidelity Small Cap Index 247.93K (1.14%) 0.00
Increased by 0.00%
Feb 28, 25
20 iShares Russell 2000 Value ETF 215.50K (0.99%) -730.00
Decreased by -0.34%
Apr 30, 25