Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LRNZ 2.21%
2 CNCR 1.76%
3 EDOC 1.40%
4 XITK 1.10%
5 CHNA 0.91%
6 PSCH 0.86%
7 PTH 0.81%
8 MMSC 0.54%
9 EKG 0.52%
10 XSMO 0.38%
11 CANC 0.38%
12 SSLY 0.33%
13 LGHT 0.30%
14 IHF 0.22%
15 FYC 0.17%
16 HAPS 0.17%
17 JFWD 0.16%
18 ESIX 0.13%
19 VIOO 0.12%
20 VTWG 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.46M (14.63%) -333.33K
Decreased by -3.94%
Mar 31, 25
2 Gates Bill & Melinda Foundation 6.98M (12.07%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 6.54M (11.31%) -68.55K
Decreased by -1.05%
Mar 31, 25
4 Rubric Capital Management LP 4.80M (8.30%) -200.00K
Decreased by -4.17%
Mar 31, 25
5 UBS Asset Mgmt Americas Inc 4.36M (7.53%) 2.74M
Increased by +62.83%
Mar 31, 25
6 Sumitomo Mitsui Trust Group Inc 3.46M (5.99%) -48.10K
Decreased by -1.39%
Mar 31, 25
7 Nikko Asset Management Americas Inc 2.42M (4.18%) -48.10K
Decreased by -1.99%
Mar 31, 25
8 ARK Investment Management LLC 2.29M (3.97%) 85.76K
Increased by +3.74%
Mar 31, 25
9 State Street Corp 2.21M (3.82%) -104.66K
Decreased by -4.73%
Mar 31, 25
10 Sumitomo Mitsui Trust Holdings Inc 2.16M (3.74%) -31.84K
Decreased by -1.47%
Jun 30, 24
11 State Street Corporation 2.11M (3.65%) 53.49K
Increased by +2.54%
Mar 31, 24
12 Massachusetts Financial Services Company 2.09M (3.62%) -186.23K
Decreased by -8.90%
Mar 31, 25
13 Credit Suisse First Boston (CSFB) 1.99M (3.44%) 180.40K
Increased by +9.07%
Mar 31, 24
14 Stephens Inv Mgmt Group LLC 1.97M (3.41%) 362.29K
Increased by +18.39%
Mar 31, 25
15 Lazard Asset Management LLC 1.62M (2.80%) -82.75K
Decreased by -5.11%
Mar 31, 25
16 Geode Capital Management, LLC 1.34M (2.32%) 29.25K
Increased by +2.18%
Mar 31, 25
17 Schonfeld Strategic Advisors LLC 1.21M (2.10%) 1.10M
Increased by +91.06%
Mar 31, 24
18 Morgan Stanley - Brokerage Accounts 1.17M (2.03%) -368.78K
Decreased by -31.44%
Mar 31, 25
19 Iron Triangle Partners LP 1.13M (1.96%) 269.78K
Increased by +23.81%
Jun 30, 24
20 Tocqueville Asset Management L.P. 1.12M (1.94%) -23.59K
Decreased by -2.10%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.36M (5.81%) -3.26K
Decreased by -0.10%
Apr 30, 25
2 ARK Genomic Revolution 2.26M (3.90%) 77.90K
Increased by +3.45%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 2.01M (3.47%) 0.00
Increased by 0.00%
Sep 30, 24
4 ARK Genomic Revolution ETF 1.97M (3.41%) -65.69K
Decreased by -3.33%
Apr 30, 25
5 Vanguard Total Stock Mkt Idx Inv 1.95M (3.37%) 19.72K
Increased by +1.01%
Apr 30, 25
6 CS (Lux) Digital Health Equity SB USD 1.90M (3.28%) 0.00
Increased by 0.00%
Apr 30, 24
7 Vanguard Small Cap Index 1.52M (2.63%) 10.65K
Increased by +0.70%
Apr 30, 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 (2.44%) -29.31K
Decreased by -2.08%
Mar 31, 25
10 iShares Russell 2000 ETF 1.37M (2.38%) 232.00
Increased by +0.02%
Apr 30, 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 (2.07%) 0.00
Increased by 0.00%
Feb 28, 25
13 UBS Lux Dgtl Hlth Eq Fd seeding P acc 1.20M (2.07%) 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 (1.58%) 29.14K
Increased by +3.18%
Jul 22, 24
17 Vanguard Institutional Extnd Mkt Idx Tr 866.47K (1.50%) 1.22K
Increased by +0.14%
Apr 30, 25
18 Vanguard Small Cap Growth Index Inv 848.02K (1.47%) 1.23K
Increased by +0.15%
Apr 30, 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 (1.35%) 783.53K
Increased by +100.00%
Mar 31, 25