Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PTH 3.44%
2 ARKG 1.41%
3 FITE 1.08%
4 ATFV 0.68%
5 MOON 0.61%
6 KOMP 0.49%
7 IWC 0.05%
8 IWO 0.01%
9 VTWO 0.01%
10 VTWG 0.01%
11 IWM 0.01%
12 AVSC 0.01%
13 IWN 0.00%
14 RSSL 0.00%
15 DFAT 0.00%
16 RYLD 0.00%
17 SCHA 0.00%
18 UWM 0.00%
19 URTY 0.00%
20 DFAS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Awm Investment Company Inc 5.20M (23.73%) 3.53M
Increased by +67.81%
Mar 31, 25
2 ARK Investment Management LLC 2.90M (13.23%) 110.78K
Increased by +3.82%
Mar 31, 25
3 Ameriprise Financial Inc 1.81M (8.28%) -28.66K
Decreased by -1.58%
Dec 31, 24
4 BlackRock Inc 1.75M (7.97%) -180.03K
Decreased by -10.31%
Mar 31, 25
5 First Light Asset Management, LLC 1.70M (7.76%) 1.70M
Increased by +100.00%
Mar 31, 25
6 Eventide Asset Management, LLC 1.43M (6.53%) 0.00
Increased by 0.00%
Mar 31, 24
7 Vanguard Group Inc 1.36M (6.22%) 37.64K
Increased by +2.76%
Mar 31, 25
8 Fred Alger Management, LLC 820.45K (3.74%) -185.79K
Decreased by -22.64%
Sep 30, 24
9 Iron Triangle Partners LP 728.87K (3.33%) -311.90K
Decreased by -42.79%
Jun 30, 24
10 Amvescap Plc. 649.63K (2.96%) 649.63K
Increased by +100.00%
Mar 31, 25
11 Millennium Management LLC 618.31K (2.82%) 161.92K
Increased by +26.19%
Jun 30, 24
12 Geode Capital Management, LLC 589.84K (2.69%) 8.54K
Increased by +1.45%
Mar 31, 25
13 Tao Capital Management LP 568.98K (2.60%) 0.00
Increased by 0.00%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 531.61K (2.43%) 265.04K
Increased by +49.86%
Mar 31, 25
15 Granahan Investment Management Inc.. 522.79K (2.39%) -338.65K
Decreased by -64.78%
Dec 31, 24
16 Sumitomo Mitsui Trust Holdings Inc 495.80K (2.26%) -66.49K
Decreased by -13.41%
Jun 30, 24
17 Essex Investment Management Company, LLC 480.55K (2.19%) 480.55K
Increased by +100.00%
Mar 31, 25
18 State Street Corp 467.87K (2.14%) 10.52K
Increased by +2.25%
Mar 31, 25
19 State Street Corporation 436.04K (1.99%) 28.73K
Increased by +6.59%
Mar 31, 24
20 Nikko Asset Management Americas Inc 412.57K (1.88%) -54.85K
Decreased by -13.30%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Genomic Revolution 2.85M (13.02%) 98.39K
Increased by +3.45%
Mar 31, 25
2 ARK Genomic Revolution ETF 2.54M (11.60%) -119.89K
Decreased by -4.72%
May 31, 25
3 Columbia Small Cap Growth 1.52M (6.95%) 13.97K
Increased by +0.92%
Dec 31, 24
4 Columbia Small Cap Growth Inst 1.52M (6.95%) 0.00
Increased by 0.00%
Feb 28, 25
5 Eventide Healthcare & Life Sciences I 1.43M (6.53%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard Total Stock Mkt Idx Inv 792.16K (3.62%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard US Total Market Shares ETF 792.16K (3.62%) 0.00
Increased by 0.00%
Sep 30, 24
8 Nikko Gbl All Biological Genome Eq MF 606.00K (2.77%) 606.00K
Increased by +100.00%
Dec 7, 23
9 iShares Russell 2000 ETF 599.70K (2.74%) 0.00
Increased by 0.00%
May 31, 25
10 Vanguard Information Technology ETF 580.27K (2.65%) 22.19K
Increased by +3.82%
Oct 31, 24
11 Invesco Dorsey Wright Healthcare MomtETF 532.94K (2.43%) 0.00
Increased by 0.00%
May 31, 25
12 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 502.74K (2.29%) -53.80K
Decreased by -10.70%
Jan 31, 24
13 Alger Small Cap Growth B 444.98K (2.03%) 0.00
Increased by 0.00%
Sep 30, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 404.61K (1.85%) 0.00
Increased by 0.00%
May 31, 25
15 Granahan Inv Mgt Sm-Cap Core Gr 280.39K (1.28%) -22.87K
Decreased by -8.16%
Mar 31, 24
16 Alger Dynamic Opportunities Composite 278.73K (1.27%) -63.07K
Decreased by -22.63%
Aug 31, 23
17 BlackRock Health Sciences Term Trust 274.08K (1.25%) 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 242.55K (1.11%) -5.38K
Decreased by -2.22%
Mar 31, 25
20 Fidelity® Small Cap Index 213.17K (0.97%) 7.79K
Increased by +3.66%
Oct 31, 23