Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ARKG 2.77%
2 CBSE 2.74%
3 CBLS 1.82%
4 CNCR 1.76%
5 LRNZ 1.53%
6 HEAL 1.15%
7 EDOC 1.12%
8 XITK 0.93%
9 CHNA 0.91%
10 PTH 0.81%
11 XDAT 0.73%
12 WDNA 0.63%
13 PSCH 0.56%
14 MMSC 0.43%
15 XSMO 0.38%
16 JSML 0.34%
17 EKG 0.34%
18 SSLY 0.33%
19 CANC 0.32%
20 HELX 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 9.78M (16.97%) 1.31M
Increased by +13.43%
Jun 30, 25
2 Gates Bill & Melinda Foundation 6.98M (12.12%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard Group Inc 6.62M (11.48%) 72.80K
Increased by +1.10%
Jun 30, 25
4 Rubric Capital Management LP 5.00M (8.68%) 200.00K
Increased by +4.00%
Jun 30, 25
5 Sumitomo Mitsui Trust Group Inc 3.65M (6.34%) 187.53K
Increased by +5.14%
Jun 30, 25
6 UBS Asset Mgmt Americas Inc 3.42M (5.93%) -942.25K
Decreased by -27.59%
Jun 30, 25
7 Cadian Capital Management LP 3.05M (5.29%) 1.94M
Increased by +63.72%
Jun 30, 25
8 Amova Asset Management Americas, Inc 2.59M (4.50%) 174.68K
Increased by +6.74%
Jun 30, 25
9 Nikko Asset Management Americas Inc 2.42M (4.19%) -48.10K
Decreased by -1.99%
Mar 31, 25
10 Stephens Inv Mgmt Group LLC 2.26M (3.93%) 291.39K
Increased by +12.89%
Jun 30, 25
11 State Street Corp 2.19M (3.79%) -26.19K
Decreased by -1.20%
Jun 30, 25
12 Sumitomo Mitsui Trust Holdings Inc 2.16M (3.75%) -31.84K
Decreased by -1.47%
Jun 30, 24
13 State Street Corporation 2.11M (3.66%) 53.49K
Increased by +2.54%
Mar 31, 24
14 Credit Suisse First Boston (CSFB) 1.99M (3.45%) 180.40K
Increased by +9.07%
Mar 31, 24
15 ARK Investment Management LLC 1.96M (3.40%) -335.26K
Decreased by -17.11%
Jun 30, 25
16 Massachusetts Financial Services Company 1.49M (2.59%) -598.55K
Decreased by -40.05%
Jun 30, 25
17 Lazard Asset Management LLC 1.42M (2.46%) -198.96K
Decreased by -14.02%
Jun 30, 25
18 Geode Capital Management, LLC 1.36M (2.37%) 18.16K
Increased by +1.33%
Jun 30, 25
19 UBS Group AG 1.34M (2.33%) 929.03K
Increased by +69.33%
Jun 30, 25
20 Schonfeld Strategic Advisors LLC 1.21M (2.10%) 1.10M
Increased by +91.06%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.32M (5.77%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 2.01M (3.49%) 0.00
Increased by 0.00%
Sep 30, 24
3 ARK Genomic Revolution 1.92M (3.33%) -340.26K
Decreased by -17.75%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 1.91M (3.32%) -42.47K
Decreased by -2.22%
Jul 31, 25
5 ARK Genomic Revolution ETF 1.91M (3.32%) -6.83K
Decreased by -0.36%
Aug 28, 25
6 CS (Lux) Digital Health Equity SB USD 1.90M (3.30%) 0.00
Increased by 0.00%
Apr 30, 24
7 Stephens SMID Select Growth 1.55M (2.69%) 180.31K
Increased by +11.64%
Jun 30, 25
8 Vanguard Small Cap Index 1.48M (2.57%) -9.34K
Decreased by -0.63%
Jul 31, 25
9 iShares Russell 2000 ETF 1.36M (2.35%) 0.00
Increased by 0.00%
Aug 31, 25
10 Nikko AM ARK Disruptive Innovation A USD 1.33M (2.32%) -37.67K
Decreased by -2.82%
Jun 30, 25
11 Amova ARK Disruptive Innovation A USD 1.28M (2.21%) -58.63K
Decreased by -4.60%
Jul 31, 25
12 UBS (Lux) Digital Health Equity SB USD 1.20M (2.08%) 0.00
Increased by 0.00%
Feb 28, 25
13 Vanguard Explorer Inv 1.19M (2.06%) 129.74K
Increased by +10.93%
Jun 30, 25
14 MFS New Discovery I 1.07M (1.86%) 56.99K
Increased by +5.33%
Jul 31, 25
15 Lazard Global Robotics & Automation 1.03M (1.80%) 12.85K
Increased by +1.24%
Jun 30, 25
16 Nikko AM ARK Pstv Chg Innovt P JPY Acc 1.00M (1.74%) -21.16K
Decreased by -2.11%
Jun 30, 25
17 UBS Lux Dgtl Hlth Eq Fd seeding P acc 979.51K (1.70%) -21.92K
Decreased by -2.24%
Jul 31, 25
18 Amova ARK Pstv Chg Innovt P JPY Acc 949.25K (1.65%) -53.59K
Decreased by -5.64%
Jul 31, 25
19 Nikko Global Robotics Equity Mother Fund 914.99K (1.59%) 29.14K
Increased by +3.18%
Jul 22, 24
20 Vanguard Small Cap Growth Index Inv 838.25K (1.45%) -319.00
Decreased by -0.04%
Jul 31, 25