Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LRNZ 2.17%
2 CANC 2.09%
3 CNCR 1.71%
4 CHNA 0.91%
5 PTH 0.81%
6 PSCH 0.75%
7 EKG 0.51%
8 XSMO 0.38%
9 SSLY 0.33%
10 MMSC 0.31%
11 IHF 0.22%
12 LGHT 0.22%
13 FYC 0.17%
14 HAPS 0.17%
15 JFWD 0.16%
16 ESIX 0.13%
17 QVMS 0.10%
18 IJT 0.10%
19 FYX 0.09%
20 SLYG 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.52M (13.70%) -677.83K
Decreased by -7.96%
Jun 30, 24
2 Gates Bill & Melinda Foundation 6.98M (11.23%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Group Inc 6.71M (10.79%) -137.32K
Decreased by -2.05%
Sep 30, 24
4 Rubric Capital Management LP 3.69M (5.93%) 555.50K
Increased by +15.07%
Sep 30, 24
5 ARK Investment Management LLC 2.34M (3.76%) -111.16K
Decreased by -4.76%
Sep 30, 24
6 Sumitomo Mitsui Trust Group Inc 2.19M (3.53%) 29.92K
Increased by +1.37%
Sep 30, 24
7 Sumitomo Mitsui Trust Holdings Inc 2.16M (3.48%) -31.84K
Decreased by -1.47%
Jun 30, 24
8 UBS Asset Mgmt Americas Inc 2.16M (3.47%) -5.74K
Decreased by -0.27%
Sep 30, 24
9 State Street Corp 2.16M (3.47%) 38.97K
Increased by +1.81%
Sep 30, 24
10 State Street Corporation 2.11M (3.39%) 53.49K
Increased by +2.54%
Mar 31, 24
11 Credit Suisse First Boston (CSFB) 1.99M (3.20%) 180.40K
Increased by +9.07%
Mar 31, 24
12 Baillie Gifford & Co Limited. 1.98M (3.19%) -143.98K
Decreased by -7.27%
Sep 30, 24
13 Massachusetts Financial Services Company 1.95M (3.13%) 717.06K
Increased by +36.86%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 1.78M (2.86%) -1.80M
Decreased by -101.30%
Sep 30, 24
15 Lazard Asset Management LLC 1.64M (2.64%) 302.11K
Increased by +18.39%
Sep 30, 24
16 Stephens Inv Mgmt Group LLC 1.54M (2.48%) 436.79K
Increased by +28.37%
Sep 30, 24
17 Geode Capital Management, LLC 1.32M (2.12%) 24.11K
Increased by +1.83%
Sep 30, 24
18 Schonfeld Strategic Advisors LLC 1.21M (1.95%) 1.10M
Increased by +91.06%
Mar 31, 24
19 Nikko Asset Management Americas Inc 1.18M (1.90%) -65.19K
Decreased by -5.52%
Sep 30, 24
20 Tocqueville Asset Management L.P. 1.16M (1.86%) 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 (5.75%) 0.00
Increased by 0.00%
Nov 30, 24
2 ARK Genomic Revolution ETF 2.38M (3.82%) 7.30K
Increased by +0.31%
Nov 29, 24
3 ARK Genomic Revolution 2.32M (3.73%) -100.34K
Decreased by -4.32%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.01M (3.24%) 2.85K
Increased by +0.14%
Oct 31, 24
5 CS (Lux) Digital Health Equity SB USD 1.90M (3.06%) 0.00
Increased by 0.00%
Apr 30, 24
6 UBS (Lux) Digital Health Equity SB USD 1.75M (2.82%) -250.00K
Decreased by -14.29%
Nov 30, 24
7 iShares Russell 2000 ETF 1.57M (2.53%) 0.00
Increased by 0.00%
Nov 30, 24
8 Vanguard Small Cap Index 1.52M (2.44%) 2.95K
Increased by +0.19%
Oct 31, 24
9 MFS New Discovery I 1.51M (2.43%) 320.59K
Increased by +21.23%
Oct 31, 24
10 Stephens SMID Select Growth 1.06M (1.71%) 321.86K
Increased by +30.30%
Sep 30, 24
11 Lazard Global Robotics & Automation 992.58K (1.60%) 77.59K
Increased by +7.82%
Sep 30, 24
12 Nikko Global Robotics Equity Mother Fund 885.85K (1.43%) 885.85K
Increased by +100.00%
Jan 22, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 854.91K (1.38%) -2.71K
Decreased by -0.32%
Oct 31, 24
14 Vanguard Small Cap Growth Index Inv 835.01K (1.34%) 465.00
Increased by +0.06%
Oct 31, 24
15 Vanguard Explorer Inv 821.85K (1.32%) 243.86K
Increased by +29.67%
Sep 30, 24
16 Edinburgh Worldwide Ord 708.06K (1.14%) 0.00
Increased by 0.00%
Sep 30, 24
17 Nikko AM ARK Disruptive Innovation A USD 614.49K (0.99%) -14.82K
Decreased by -2.41%
Oct 31, 24
18 Baillie Gifford Global Discovery A Acc 580.18K (0.93%) -119.13K
Decreased by -20.53%
Sep 30, 24
19 Fidelity Small Cap Index 567.41K (0.91%) -4.18K
Decreased by -0.74%
Sep 30, 24
20 Alger Small Cap Focus Composite 548.85K (0.88%) -70.65K
Decreased by -12.87%
Nov 30, 23