Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LRNZ 2.36%
2 CNCR 1.99%
3 XITK 1.18%
4 CANC 0.99%
5 CHNA 0.91%
6 PSCH 0.84%
7 PTH 0.81%
8 EKG 0.59%
9 XSMO 0.38%
10 SSLY 0.33%
11 MMSC 0.31%
12 LGHT 0.23%
13 IHF 0.23%
14 FYC 0.17%
15 HAPS 0.17%
16 JFWD 0.16%
17 ESIX 0.13%
18 IJT 0.11%
19 IWO 0.10%
20 QVMS 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.58M (15.01%) 61.49K
Increased by +0.72%
Sep 30, 24
2 Gates Bill & Melinda Foundation 6.98M (12.21%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Group Inc 6.71M (11.74%) -137.32K
Decreased by -2.05%
Sep 30, 24
4 Rubric Capital Management LP 3.69M (6.45%) 555.50K
Increased by +15.07%
Sep 30, 24
5 ARK Investment Management LLC 2.34M (4.09%) -111.16K
Decreased by -4.76%
Sep 30, 24
6 Sumitomo Mitsui Trust Group Inc 2.19M (3.83%) 29.92K
Increased by +1.37%
Sep 30, 24
7 Sumitomo Mitsui Trust Holdings Inc 2.16M (3.78%) -31.84K
Decreased by -1.47%
Jun 30, 24
8 UBS Asset Mgmt Americas Inc 2.16M (3.78%) -5.74K
Decreased by -0.27%
Sep 30, 24
9 State Street Corp 2.16M (3.77%) 38.97K
Increased by +1.81%
Sep 30, 24
10 State Street Corporation 2.11M (3.69%) 53.49K
Increased by +2.54%
Mar 31, 24
11 Credit Suisse First Boston (CSFB) 1.99M (3.48%) 180.40K
Increased by +9.07%
Mar 31, 24
12 Baillie Gifford & Co Limited. 1.98M (3.47%) -143.98K
Decreased by -7.27%
Sep 30, 24
13 Massachusetts Financial Services Company 1.95M (3.40%) 717.06K
Increased by +36.86%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 1.78M (3.11%) -1.80M
Decreased by -101.30%
Sep 30, 24
15 Lazard Asset Management LLC 1.64M (2.87%) 302.11K
Increased by +18.39%
Sep 30, 24
16 Stephens Inv Mgmt Group LLC 1.54M (2.69%) 436.79K
Increased by +28.37%
Sep 30, 24
17 Geode Capital Management, LLC 1.32M (2.31%) 24.11K
Increased by +1.83%
Sep 30, 24
18 Schonfeld Strategic Advisors LLC 1.21M (2.12%) 1.10M
Increased by +91.06%
Mar 31, 24
19 Nikko Asset Management Americas Inc 1.18M (2.07%) -65.19K
Decreased by -5.52%
Sep 30, 24
20 Tocqueville Asset Management L.P. 1.16M (2.02%) 163.75K
Increased by +14.15%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.57M (6.25%) -23.64K
Decreased by -0.66%
Dec 31, 24
2 ARK Genomic Revolution 2.32M (4.06%) -100.34K
Decreased by -4.32%
Sep 30, 24
3 ARK Genomic Revolution ETF 2.19M (3.83%) -90.02K
Decreased by -4.11%
Dec 31, 24
4 CS (Lux) Digital Health Equity SB USD 1.90M (3.32%) 0.00
Increased by 0.00%
Apr 30, 24
5 Vanguard Total Stock Mkt Idx Inv 1.85M (3.23%) 0.00
Increased by 0.00%
Dec 31, 24
6 UBS (Lux) Digital Health Equity SB USD 1.75M (3.06%) -250.00K
Decreased by -14.29%
Nov 30, 24
7 Vanguard Small Cap Index 1.54M (2.70%) 13.74K
Increased by +0.89%
Dec 31, 24
8 iShares Russell 2000 ETF 1.53M (2.67%) -5.85K
Decreased by -0.38%
Dec 31, 24
9 MFS New Discovery I 1.51M (2.64%) 0.00
Increased by 0.00%
Nov 30, 24
10 Stephens SMID Select Growth 1.06M (1.86%) 1.92K
Increased by +0.18%
Dec 31, 24
11 Nikko AM ARK Disruptive Innovation A USD 1.01M (1.77%) 399.52K
Increased by +39.40%
Nov 30, 24
12 Lazard Global Robotics & Automation 992.58K (1.74%) 77.59K
Increased by +7.82%
Sep 30, 24
13 Nikko Global Robotics Equity Mother Fund 885.85K (1.55%) 885.85K
Increased by +100.00%
Jan 22, 24
14 Vanguard Small Cap Growth Index Inv 870.91K (1.52%) 30.47K
Increased by +3.50%
Dec 31, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 841.95K (1.47%) -17.73K
Decreased by -2.11%
Dec 31, 24
16 Vanguard Explorer Inv 821.85K (1.44%) 243.86K
Increased by +29.67%
Sep 30, 24
17 Nikko AM ARK Pstv Chg Innovt P JPY Acc 735.06K (1.29%) 285.37K
Increased by +38.82%
Nov 30, 24
18 Edinburgh Worldwide Ord 708.06K (1.24%) 0.00
Increased by 0.00%
Sep 30, 24
19 Baillie Gifford Global Discovery A Acc 580.18K (1.02%) -119.13K
Decreased by -20.53%
Sep 30, 24
20 Fidelity Small Cap Index 569.21K (1.00%) 1.80K
Increased by +0.32%
Oct 31, 24