Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LOPX 2.37%
2 IBBJ 1.91%
3 EVNT 0.81%
4 QQQS 0.58%
5 IDNA 0.47%
6 ARKK 0.45%
7 EDOC 0.43%
8 GNOM 0.43%
9 NXTE 0.31%
10 EKG 0.19%
11 FTXH 0.17%
12 BTEC 0.12%
13 AIEQ 0.10%
14 FESM 0.08%
15 MEDX 0.08%
16 IBBQ 0.07%
17 BIB 0.04%
18 FYC 0.04%
19 IBB 0.03%
20 VTWV 0.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ARK Investment Management LLC 36.04M (12.10%) 2.64M
Increased by +7.32%
Dec 31, 24
2 BlackRock Inc 24.59M (8.26%) 1.34M
Increased by +5.46%
Dec 31, 24
3 Madrone Advisors LLC 23.39M (7.85%) 0.00
Increased by 0.00%
Dec 31, 24
4 Edmond de Rothschild Holding S.A. 21.35M (7.17%) 1.04M
Increased by +4.87%
Dec 31, 24
5 SoftBank Group Corp 20.45M (6.87%) 20.45M
Increased by +100.00%
Dec 31, 24
6 Millennium Management LLC 17.07M (5.73%) 6.64M
Increased by +38.93%
Dec 31, 24
7 Vanguard Group Inc 15.23M (5.11%) -2.42M
Decreased by -15.87%
Dec 31, 24
8 Sumitomo Mitsui Trust Holdings Inc 12.64M (4.24%) -183.82K
Decreased by -1.45%
Jun 30, 24
9 Nikko Asset Management Americas Inc 10.18M (3.42%) -1.69M
Decreased by -16.58%
Dec 31, 24
10 Sumitomo Mitsui Trust Group Inc 9.57M (3.21%) -613.17K
Decreased by -6.41%
Mar 31, 25
11 Deep Track Capital, LP 7.00M (2.35%) 0.00
Increased by 0.00%
Mar 31, 24
12 Macquarie Group Ltd 6.64M (2.23%) 1.67M
Increased by +25.12%
Mar 31, 24
13 State Street Corp 6.43M (2.16%) 150.82K
Increased by +2.35%
Dec 31, 24
14 Geode Capital Management, LLC 6.26M (2.10%) -64.98K
Decreased by -1.04%
Dec 31, 24
15 State Street Corporation 5.77M (1.94%) 144.56K
Increased by +2.51%
Mar 31, 24
16 Morgan Stanley - Brokerage Accounts 5.65M (1.90%) 1.76M
Increased by +31.12%
Dec 31, 24
17 Bank of New York Mellon Corp 5.20M (1.75%) -369.20K
Decreased by -7.09%
Dec 31, 24
18 Jackson Square Partners, LLC 5.11M (1.72%) -1.19M
Decreased by -23.23%
Dec 31, 24
19 T. Rowe Price Investment Management,Inc. 4.90M (1.64%) 4.90M
Increased by +100.00%
Dec 31, 24
20 Goldman Sachs Group Inc 4.79M (1.61%) 554.51K
Increased by +11.57%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Disruptive Innovation Full Composite 21.75M (7.30%) 586.07K
Increased by +2.70%
Mar 31, 25
2 ARK Innovation ETF 21.40M (7.18%) -177.72K
Decreased by -0.83%
Apr 30, 25
3 EdRF Big Data N EUR 14.16M (4.75%) 20.80K
Increased by +0.15%
Mar 31, 25
4 ARK Genomic Revolution 11.63M (3.90%) -507.17K
Decreased by -4.36%
Mar 31, 25
5 ARK Genomic Revolution ETF 11.32M (3.80%) 39.16K
Increased by +0.35%
Apr 30, 25
6 Vanguard Total Stock Mkt Idx Inv 8.99M (3.02%) 0.00
Increased by 0.00%
Mar 31, 25
7 Vanguard US Total Market Shares ETF 8.93M (3.00%) 0.00
Increased by 0.00%
Sep 30, 24
8 iShares Russell 2000 ETF 6.70M (2.25%) -54.34K
Decreased by -0.81%
Apr 29, 25
9 Delaware Small Cap Core I 5.52M (1.85%) 0.00
Increased by 0.00%
Mar 31, 24
10 Delaware US Small Cap Core Equity (SMA) 5.52M (1.85%) 1.44M
Increased by +26.09%
Mar 31, 24
11 Macquarie US Small Cap Core Equity 5.52M (1.85%) 1.44M
Increased by +26.09%
Mar 31, 24
12 Nikko AM ARK Pstv Chg Innovt P JPY Acc 5.38M (1.81%) -150.16K
Decreased by -2.79%
Mar 31, 25
13 Bellevue Healthcare Ord 5.34M (1.79%) -3.43M
Decreased by -64.16%
Nov 30, 23
14 Vanguard Institutional Extnd Mkt Idx Tr 4.08M (1.37%) 108.29K
Increased by +2.66%
Mar 31, 25
15 T. Rowe Price Small-Cap Stock 3.84M (1.29%) 581.70K
Increased by +15.16%
Mar 31, 24
16 T. Rowe Price US Small-Cap Core Equity 3.84M (1.29%) 581.70K
Increased by +15.16%
Mar 31, 24
17 Nikko AM ARK Disruptive Innovation A USD 3.58M (1.20%) -130.15K
Decreased by -3.63%
Mar 31, 25
18 Vanguard Small Cap Index 3.45M (1.16%) 8.23K
Increased by +0.24%
Aug 31, 24
19 American Funds SMALLCAP World A 3.39M (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
20 Jackson Square - Smid-Cap Growth-Focus 3.37M (1.13%) 2.44M
Increased by +72.42%
Feb 28, 25