Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LRNZ 2.59%
2 CNCR 1.81%
3 EDOC 1.48%
4 XITK 1.24%
5 PSCH 0.93%
6 CHNA 0.91%
7 PTH 0.81%
8 MMSC 0.55%
9 EKG 0.54%
10 CANC 0.43%
11 XSMO 0.38%
12 LGHT 0.33%
13 SSLY 0.33%
14 IHF 0.23%
15 FYC 0.17%
16 HAPS 0.17%
17 JFWD 0.16%
18 ESIX 0.13%
19 IWO 0.11%
20 QVMS 0.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.80M (15.26%) 219.90K
Increased by +2.50%
Dec 31, 24
2 Gates Bill & Melinda Foundation 6.98M (12.11%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Group Inc 6.61M (11.47%) -95.13K
Decreased by -1.44%
Dec 31, 24
4 Rubric Capital Management LP 5.00M (8.67%) 1.31M
Increased by +26.29%
Dec 31, 24
5 Sumitomo Mitsui Trust Group Inc 3.46M (6.01%) -48.10K
Decreased by -1.39%
Mar 31, 25
6 Nikko Asset Management Americas Inc 2.46M (4.28%) 1.28M
Increased by +52.09%
Dec 31, 24
7 State Street Corp 2.32M (4.02%) 160.98K
Increased by +6.95%
Dec 31, 24
8 ARK Investment Management LLC 2.21M (3.83%) -127.71K
Decreased by -5.78%
Dec 31, 24
9 Sumitomo Mitsui Trust Holdings Inc 2.16M (3.75%) -31.84K
Decreased by -1.47%
Jun 30, 24
10 State Street Corporation 2.11M (3.66%) 53.49K
Increased by +2.54%
Mar 31, 24
11 Massachusetts Financial Services Company 2.09M (3.63%) -186.23K
Decreased by -8.90%
Mar 31, 25
12 Credit Suisse First Boston (CSFB) 1.99M (3.45%) 180.40K
Increased by +9.07%
Mar 31, 24
13 Stephens Inv Mgmt Group LLC 1.97M (3.42%) 362.29K
Increased by +18.39%
Mar 31, 25
14 Lazard Asset Management LLC 1.70M (2.95%) 58.54K
Increased by +3.44%
Dec 31, 24
15 UBS Asset Mgmt Americas Inc 1.62M (2.81%) -537.89K
Decreased by -33.21%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.54M (2.67%) -237.53K
Decreased by -15.41%
Dec 31, 24
17 Geode Capital Management, LLC 1.32M (2.28%) -4.01K
Decreased by -0.30%
Dec 31, 24
18 Schonfeld Strategic Advisors LLC 1.21M (2.10%) 1.10M
Increased by +91.06%
Mar 31, 24
19 Tocqueville Asset Management L.P. 1.15M (1.99%) -9.08K
Decreased by -0.79%
Dec 31, 24
20 Iron Triangle Partners LP 1.13M (1.97%) 269.78K
Increased by +23.81%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.36M (5.83%) -3.26K
Decreased by -0.10%
Apr 30, 25
2 ARK Genomic Revolution 2.26M (3.92%) 77.90K
Increased by +3.45%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 2.01M (3.48%) 0.00
Increased by 0.00%
Sep 30, 24
4 ARK Genomic Revolution ETF 1.97M (3.42%) -65.69K
Decreased by -3.33%
Apr 30, 25
5 Vanguard Total Stock Mkt Idx Inv 1.93M (3.34%) -141.00
Decreased by -0.01%
Mar 31, 25
6 CS (Lux) Digital Health Equity SB USD 1.90M (3.30%) 0.00
Increased by 0.00%
Apr 30, 24
7 Vanguard Small Cap Index 1.51M (2.62%) -32.44K
Decreased by -2.14%
Mar 31, 25
8 MFS New Discovery I 1.47M (2.55%) 0.00
Increased by 0.00%
Feb 28, 25
9 Nikko AM ARK Disruptive Innovation A USD 1.41M (2.45%) -29.31K
Decreased by -2.08%
Mar 31, 25
10 iShares Russell 2000 ETF 1.37M (2.38%) -11.14K
Decreased by -0.81%
Apr 29, 25
11 Stephens SMID Select Growth 1.37M (2.37%) 304.75K
Increased by +22.26%
Mar 31, 25
12 UBS (Lux) Digital Health Equity SB USD 1.20M (2.08%) 0.00
Increased by 0.00%
Feb 28, 25
13 UBS Lux Dgtl Hlth Eq Fd seeding P acc 1.20M (2.08%) 0.00
Increased by 0.00%
Mar 31, 25
14 Vanguard Explorer Inv 1.06M (1.83%) 235.35K
Increased by +22.26%
Mar 31, 25
15 Lazard Global Robotics & Automation 1.02M (1.77%) 0.00
Increased by 0.00%
Mar 31, 25
16 Nikko Global Robotics Equity Mother Fund 914.99K (1.59%) 29.14K
Increased by +3.18%
Jul 22, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 865.25K (1.50%) 21.76K
Increased by +2.52%
Mar 31, 25
18 Vanguard Small Cap Growth Index Inv 846.78K (1.47%) -22.54K
Decreased by -2.66%
Mar 31, 25
19 Nikko AM ARK Pstv Chg Innovt P JPY Acc 798.06K (1.38%) -20.84K
Decreased by -2.61%
Mar 31, 25
20 American Century Small Cap Growth Inv 783.53K (1.36%) 783.53K
Increased by +100.00%
Mar 31, 25