Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XDNA 6.05%
2 LRNZ 1.06%
3 BBC 0.58%
4 ARKG 0.50%
5 GNOM 0.36%
6 BTEC 0.15%
7 NXTE 0.08%
8 BMED 0.07%
9 IBBQ 0.04%
10 BIB 0.03%
11 IBB 0.01%
12 RFLR 0.01%
13 IWO 0.01%
14 VTWG 0.01%
15 RSSL 0.01%
16 ISCG 0.01%
17 JKK 0.01%
18 IWM 0.01%
19 UWM 0.00%
20 SCHA 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Alphabet Inc 15.06M (24.90%) 0.00
Increased by 0.00%
Mar 31, 25
2 BlackRock Inc 4.31M (7.12%) -218.57K
Decreased by -5.08%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 4.14M (6.85%) 165.27K
Increased by +3.99%
Mar 31, 25
4 FMR Inc 3.75M (6.19%) -54.79K
Decreased by -1.46%
Mar 31, 25
5 Vanguard Group Inc 3.64M (6.02%) -13.97K
Decreased by -0.38%
Mar 31, 25
6 Sumitomo Mitsui Trust Holdings Inc 3.36M (5.56%) -154.37K
Decreased by -4.59%
Mar 31, 24
7 ARK Investment Management LLC 3.10M (5.12%) -2.06M
Decreased by -66.40%
Mar 31, 25
8 Nikko Asset Management Americas Inc 2.93M (4.84%) -164.16K
Decreased by -5.61%
Mar 31, 25
9 Sumitomo Mitsui Trust Group Inc 2.93M (4.84%) -164.16K
Decreased by -5.61%
Mar 31, 25
10 Redmile Group, LLC 2.07M (3.43%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity International Ltd 1.81M (2.98%) 0.00
Increased by 0.00%
Sep 30, 23
12 MWG Management Ltd. 1.79M (2.96%) 0.00
Increased by 0.00%
Mar 31, 25
13 Millennium Management LLC 1.78M (2.94%) -94.63K
Decreased by -5.32%
Mar 31, 25
14 T. Rowe Price Associates, Inc. 1.57M (2.59%) -17.28K
Decreased by -1.10%
Mar 31, 25
15 Geode Capital Management, LLC 1.53M (2.52%) 58.92K
Increased by +3.86%
Mar 31, 25
16 State Street Corp 1.15M (1.89%) -8.88K
Decreased by -0.77%
Mar 31, 25
17 Vestal Point Capital LP 1.07M (1.77%) 620.00K
Increased by +57.94%
Sep 30, 24
18 Baker Bros Advisors LP 1.03M (1.70%) 0.00
Increased by 0.00%
Mar 31, 25
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 2.50M (4.13%) 86.27K
Increased by +3.45%
Mar 31, 25
2 ARK Genomic Revolution ETF 2.33M (3.86%) 13.47K
Increased by +0.58%
May 29, 25
3 ARK Disruptive Innovation Full Composite 2.23M (3.68%) -237.53K
Decreased by -10.66%
Dec 31, 24
4 Vanguard US Total Market Shares ETF 2.16M (3.58%) 0.00
Increased by 0.00%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.10M (3.46%) 0.00
Increased by 0.00%
Apr 30, 25
6 iShares Russell 2000 ETF 1.41M (2.33%) 0.00
Increased by 0.00%
May 31, 25
7 Nikko AM ARK Disruptive Innovation A USD 1.31M (2.17%) 0.00
Increased by 0.00%
Mar 31, 25
8 T. Rowe Price Small-Cap Value 1.30M (2.15%) -279.00
Decreased by -0.02%
Mar 31, 25
9 Nikko AM ARK Pstv Chg Innovt P JPY Acc 1.26M (2.08%) 0.00
Increased by 0.00%
Apr 30, 25
10 T. Rowe Price New Horizons 1.13M (1.87%) -15.27K
Decreased by -1.35%
Mar 31, 25
11 US Small-Cap Growth II Equity Comp 1.13M (1.87%) -15.60K
Decreased by -1.38%
Mar 31, 25
12 ARK Innovation ETF 1.03M (1.70%) -9.84K
Decreased by -0.96%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 952.95K (1.58%) 0.00
Increased by 0.00%
Apr 30, 25
14 Vanguard Small Cap Index 753.55K (1.25%) 1.45K
Increased by +0.19%
Oct 31, 24
15 T. Rowe Price U.S. SC Value Eq Tr-D 752.40K (1.24%) 1.22K
Increased by +0.16%
Mar 31, 25
16 T. Rowe Price U.S. SC Value Eq Tr-Z 752.40K (1.24%) 1.22K
Increased by +0.16%
Mar 31, 25
17 T. Rowe Price Small-Cap Stock 668.01K (1.10%) -144.00
Decreased by -0.02%
Mar 31, 25
18 T. Rowe Price US Small-Cap Core Equity 668.01K (1.10%) -645.00
Decreased by -0.10%
Mar 31, 25
19 Fidelity Small Cap Index 566.84K (0.94%) -7.29K
Decreased by -1.29%
Mar 31, 25
20 Wanjia Glb Growth IY Hold Alloc (QDII) A 500.00K (0.83%) 200.00K
Increased by +40.00%
Dec 31, 24