Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ARKG 3.95%
2 LRNZ 2.16%
3 CNCR 1.76%
4 EDOC 1.31%
5 XITK 1.02%
6 CHNA 0.91%
7 WDNA 0.86%
8 XDAT 0.84%
9 PSCH 0.82%
10 PTH 0.81%
11 HELX 0.62%
12 CANC 0.50%
13 MMSC 0.48%
14 EKG 0.46%
15 XSMO 0.38%
16 JSML 0.34%
17 SSLY 0.33%
18 LGHT 0.28%
19 IHF 0.19%
20 FYC 0.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.46M (14.64%) -333.33K
Decreased by -3.94%
Mar 31, 25
2 Gates Bill & Melinda Foundation 6.98M (12.08%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Group Inc 6.54M (11.32%) -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 (7.54%) 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 (3.83%) -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 (2.33%) 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 (1.95%) -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 3.33M (5.75%) 0.00
Increased by 0.00%
May 31, 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%) 11.38K
Increased by +0.58%
May 29, 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 (3.29%) 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 Nikko AM ARK Disruptive Innovation A USD 1.40M (2.42%) -13.88K
Decreased by -0.99%
Apr 30, 25
9 iShares Russell 2000 ETF 1.39M (2.41%) 0.00
Increased by 0.00%
May 31, 25
10 Stephens SMID Select Growth 1.37M (2.37%) 304.75K
Increased by +22.26%
Mar 31, 25
11 UBS (Lux) Digital Health Equity SB USD 1.20M (2.08%) 0.00
Increased by 0.00%
Feb 28, 25
12 Vanguard Explorer Inv 1.06M (1.83%) 235.35K
Increased by +22.26%
Mar 31, 25
13 UBS Lux Dgtl Hlth Eq Fd seeding P acc 1.04M (1.79%) -162.50K
Decreased by -15.66%
Apr 30, 25
14 Lazard Global Robotics & Automation 1.02M (1.77%) 0.00
Increased by 0.00%
Mar 31, 25
15 MFS New Discovery I 976.45K (1.69%) 976.45K
Increased by +100.00%
Apr 30, 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%) 0.00
Increased by 0.00%
Apr 30, 25
20 American Century Small Cap Growth Inv 783.53K (1.36%) 783.53K
Increased by +100.00%
Mar 31, 25