Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XDNA 6.05%
2 LRNZ 1.06%
3 BBC 0.58%
4 BTEC 0.15%
5 NXTE 0.09%
6 BMED 0.07%
7 IBBQ 0.04%
8 BIB 0.03%
9 RFLR 0.01%
10 VTWG 0.01%
11 IBB 0.01%
12 RSSL 0.01%
13 IWO 0.01%
14 ISCG 0.01%
15 JKK 0.01%
16 UWM 0.00%
17 SCHA 0.00%
18 ONEQ 0.00%
19 IWM 0.00%
20 URTY 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Alphabet Inc 15.06M (24.84%) 0.00
Increased by 0.00%
Dec 31, 24
2 ARK Investment Management LLC 5.15M (8.49%) -510.49K
Decreased by -9.91%
Dec 31, 24
3 BlackRock Inc 4.52M (7.46%) -741.99K
Decreased by -16.40%
Dec 31, 24
4 T. Rowe Price Investment Management,Inc. 3.98M (6.56%) 170.54K
Increased by +4.29%
Dec 31, 24
5 FMR Inc 3.80M (6.27%) 58.72K
Increased by +1.54%
Dec 31, 24
6 Vanguard Group Inc 3.66M (6.03%) -1.23M
Decreased by -33.79%
Dec 31, 24
7 Sumitomo Mitsui Trust Holdings Inc 3.36M (5.55%) -154.37K
Decreased by -4.59%
Mar 31, 24
8 Nikko Asset Management Americas Inc 3.09M (5.10%) -92.28K
Decreased by -2.99%
Dec 31, 24
9 Sumitomo Mitsui Trust Group Inc 3.09M (5.10%) -100.28K
Decreased by -3.24%
Dec 31, 24
10 Redmile Group, LLC 2.07M (3.42%) 0.00
Increased by 0.00%
Dec 31, 24
11 Millennium Management LLC 1.87M (3.09%) -323.67K
Decreased by -17.27%
Dec 31, 24
12 Fidelity International Ltd 1.81M (2.98%) 0.00
Increased by 0.00%
Sep 30, 23
13 MWG Management Ltd. 1.79M (2.96%) 0.00
Increased by 0.00%
Dec 31, 24
14 T. Rowe Price Associates, Inc. 1.58M (2.61%) 38.52K
Increased by +2.43%
Dec 31, 24
15 Geode Capital Management, LLC 1.47M (2.42%) 107.63K
Increased by +7.33%
Dec 31, 24
16 State Street Corp 1.15M (1.90%) 7.23K
Increased by +0.63%
Dec 31, 24
17 Vestal Point Capital LP 1.07M (1.76%) 620.00K
Increased by +57.94%
Sep 30, 24
18 Baker Bros Advisors LP 1.03M (1.70%) 0.00
Increased by 0.00%
Dec 31, 24
19 Deerfield Management Co 896.96K (1.48%) 0.00
Increased by 0.00%
Sep 30, 24
20 Westwood Holdings Group Inc 883.13K (1.46%) 433.65K
Increased by +49.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Genomic Revolution 2.41M (3.98%) -390.65K
Decreased by -16.19%
Dec 31, 24
2 ARK Genomic Revolution ETF 2.35M (3.88%) -29.62K
Decreased by -1.26%
Mar 30, 25
3 ARK Disruptive Innovation Full Composite 2.23M (3.67%) -237.53K
Decreased by -10.66%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 2.10M (3.46%) 0.00
Increased by 0.00%
Feb 28, 25
5 iShares Russell 2000 ETF 1.49M (2.46%) -12.93K
Decreased by -0.87%
Mar 31, 25
6 Nikko AM ARK Disruptive Innovation A USD 1.31M (2.16%) -11.68K
Decreased by -0.89%
Feb 28, 25
7 T. Rowe Price Small-Cap Value 1.30M (2.14%) 0.00
Increased by 0.00%
Feb 28, 25
8 Nikko AM ARK Pstv Chg Innovt P JPY Acc 1.29M (2.12%) -33.71K
Decreased by -2.62%
Feb 28, 25
9 US Small-Cap Growth II Equity Comp 1.14M (1.89%) -984.00
Decreased by -0.09%
Dec 31, 24
10 T. Rowe Price New Horizons 1.14M (1.89%) 0.00
Increased by 0.00%
Feb 28, 25
11 ARK Innovation ETF 1.04M (1.71%) -1.98K
Decreased by -0.19%
Mar 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 913.22K (1.51%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Small Cap Index 753.55K (1.24%) 1.45K
Increased by +0.19%
Oct 31, 24
14 T. Rowe Price U.S. SC Value Eq Tr-Z 751.18K (1.24%) 97.89K
Increased by +13.03%
Dec 31, 24
15 T. Rowe Price US Small-Cap Core Equity 668.66K (1.10%) -38.26K
Decreased by -5.72%
Dec 31, 24
16 T. Rowe Price Small-Cap Stock 668.16K (1.10%) 0.00
Increased by 0.00%
Feb 28, 25
17 Fidelity Small Cap Index 574.13K (0.95%) -10.75K
Decreased by -1.87%
Jan 31, 25
18 iShares Russell 2000 Growth ETF 505.04K (0.83%) -2.40K
Decreased by -0.48%
Mar 31, 25
19 Wanjia Glb Growth IY Hold Alloc (QDII) A 500.00K (0.82%) 200.00K
Increased by +40.00%
Dec 31, 24
20 T. Rowe Price US Smlr Cm Eq A USD 426.42K (0.70%) -8.44K
Decreased by -1.98%
Feb 28, 25