Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LRNZ 2.52%
2 EDOC 1.54%
3 CNCR 1.49%
4 XITK 1.14%
5 CHNA 0.91%
6 PTH 0.81%
7 PSCH 0.75%
8 CANC 0.53%
9 EKG 0.48%
10 MMSC 0.44%
11 XSMO 0.38%
12 SSLY 0.33%
13 LGHT 0.30%
14 FYC 0.17%
15 HAPS 0.17%
16 JFWD 0.16%
17 IHF 0.16%
18 ESIX 0.13%
19 QVMS 0.10%
20 IWO 0.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.80M (15.35%) 219.90K
Increased by +2.50%
Dec 31, 24
2 Gates Bill & Melinda Foundation 6.98M (12.18%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Group Inc 6.61M (11.53%) -95.13K
Decreased by -1.44%
Dec 31, 24
4 Rubric Capital Management LP 5.00M (8.72%) 1.31M
Increased by +26.29%
Dec 31, 24
5 Sumitomo Mitsui Trust Group Inc 3.51M (6.12%) 1.32M
Increased by +37.59%
Dec 31, 24
6 Nikko Asset Management Americas Inc 2.46M (4.30%) 1.28M
Increased by +52.09%
Dec 31, 24
7 State Street Corp 2.32M (4.04%) 160.98K
Increased by +6.95%
Dec 31, 24
8 Massachusetts Financial Services Company 2.28M (3.98%) 334.13K
Increased by +14.66%
Dec 31, 24
9 ARK Investment Management LLC 2.21M (3.85%) -127.71K
Decreased by -5.78%
Dec 31, 24
10 Sumitomo Mitsui Trust Holdings Inc 2.16M (3.77%) -31.84K
Decreased by -1.47%
Jun 30, 24
11 State Street Corporation 2.11M (3.68%) 53.49K
Increased by +2.54%
Mar 31, 24
12 Credit Suisse First Boston (CSFB) 1.99M (3.47%) 180.40K
Increased by +9.07%
Mar 31, 24
13 Lazard Asset Management LLC 1.70M (2.97%) 58.54K
Increased by +3.44%
Dec 31, 24
14 UBS Asset Mgmt Americas Inc 1.62M (2.83%) -537.89K
Decreased by -33.21%
Dec 31, 24
15 Stephens Inv Mgmt Group LLC 1.61M (2.80%) 67.79K
Increased by +4.22%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 1.54M (2.69%) -237.53K
Decreased by -15.41%
Dec 31, 24
17 Geode Capital Management, LLC 1.32M (2.29%) -4.01K
Decreased by -0.30%
Dec 31, 24
18 Schonfeld Strategic Advisors LLC 1.21M (2.11%) 1.10M
Increased by +91.06%
Mar 31, 24
19 Tocqueville Asset Management L.P. 1.15M (2.00%) -9.08K
Decreased by -0.79%
Dec 31, 24
20 Iron Triangle Partners LP 1.13M (1.98%) 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 3.55M (6.19%) -915.00
Decreased by -0.03%
Feb 28, 25
2 ARK Genomic Revolution ETF 2.31M (4.03%) -41.36K
Decreased by -1.79%
Feb 28, 25
3 ARK Genomic Revolution 2.18M (3.80%) -141.68K
Decreased by -6.50%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 1.93M (3.36%) 0.00
Increased by 0.00%
Feb 28, 25
5 CS (Lux) Digital Health Equity SB USD 1.90M (3.31%) 0.00
Increased by 0.00%
Apr 30, 24
6 Vanguard Small Cap Index 1.54M (2.70%) 1.26K
Increased by +0.08%
Feb 28, 25
7 MFS New Discovery I 1.47M (2.57%) 0.00
Increased by 0.00%
Feb 28, 25
8 iShares Russell 2000 ETF 1.46M (2.54%) -17.08K
Decreased by -1.17%
Feb 28, 25
9 Nikko AM ARK Disruptive Innovation A USD 1.45M (2.53%) -8.53K
Decreased by -0.59%
Jan 31, 25
10 UBS (Lux) Digital Health Equity SB USD 1.20M (2.09%) -290.00K
Decreased by -24.17%
Jan 31, 25
11 Stephens SMID Select Growth 1.06M (1.86%) 1.92K
Increased by +0.18%
Dec 31, 24
12 Lazard Global Robotics & Automation 1.02M (1.78%) 29.24K
Increased by +2.86%
Dec 31, 24
13 Nikko Global Robotics Equity Mother Fund 914.99K (1.60%) 29.14K
Increased by +3.18%
Jul 22, 24
14 Vanguard Small Cap Growth Index Inv 869.32K (1.52%) -1.75K
Decreased by -0.20%
Feb 28, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 843.48K (1.47%) 1.29K
Increased by +0.15%
Feb 28, 25
16 Nikko AM ARK Pstv Chg Innovt P JPY Acc 840.91K (1.47%) -23.10K
Decreased by -2.75%
Jan 31, 25
17 Vanguard Explorer Inv 821.85K (1.43%) 0.00
Increased by 0.00%
Dec 31, 24
18 Edinburgh Worldwide Ord 708.06K (1.24%) 0.00
Increased by 0.00%
Sep 30, 24
19 Baillie Gifford Global Discovery A Acc 580.18K (1.01%) -119.13K
Decreased by -20.53%
Sep 30, 24
20 Fidelity Small Cap Index 557.80K (0.97%) -9.67K
Decreased by -1.73%
Dec 31, 24