Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LRNZ 2.66%
2 CNCR 1.20%
3 PSCH 1.07%
4 CHNA 0.91%
5 PTH 0.81%
6 EKG 0.58%
7 XSMO 0.38%
8 SSLY 0.34%
9 BTEK 0.25%
10 MMSC 0.24%
11 IHF 0.21%
12 FYC 0.17%
13 JFWD 0.16%
14 ESIX 0.15%
15 SMLE 0.14%
16 VIOG 0.14%
17 QVMS 0.12%
18 SLYG 0.12%
19 VIOO 0.12%
20 IJT 0.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.76M (14.13%) 335.73K
Increased by +3.83%
Dec 31, 23
2 Gates Bill & Melinda Foundation 6.98M (11.26%) 0.00
Increased by 0.00%
Sep 30, 23
3 Vanguard Group Inc 6.78M (10.93%) 77.83K
Increased by +1.15%
Dec 31, 23
4 ARK Investment Management LLC 3.05M (4.92%) 217.62K
Increased by +7.13%
Dec 31, 23
5 Baillie Gifford & Co Limited. 2.60M (4.20%) -348.16K
Decreased by -13.38%
Dec 31, 23
6 Sumitomo Mitsui Trust Holdings Inc 2.19M (3.54%) -107.78K
Decreased by -4.91%
Mar 31, 24
7 State Street Corporation 2.06M (3.31%) 27.58K
Increased by +1.34%
Dec 31, 23
8 Credit Suisse First Boston (CSFB) 1.81M (2.91%) -191.20K
Decreased by -10.58%
Dec 31, 23
9 Morgan Stanley - Brokerage Accounts 1.78M (2.87%) 291.77K
Increased by +16.39%
Dec 31, 23
10 Nikko Asset Management Americas Inc 1.36M (2.19%) -75.76K
Decreased by -5.57%
Dec 31, 23
11 Lazard Asset Management LLC 1.23M (1.99%) 1.02M
Increased by +82.93%
Dec 31, 23
12 Geode Capital Management, LLC 1.20M (1.94%) 58.92K
Increased by +4.90%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 983.08K (1.58%) -147.77K
Decreased by -15.03%
Dec 31, 23
14 FMR Inc 963.78K (1.55%) -771.58K
Decreased by -80.06%
Dec 31, 23
15 Stephens Inv Mgmt Group LLC 847.53K (1.37%) -18.12K
Decreased by -2.14%
Dec 31, 23
16 Goldman Sachs Group Inc 821.84K (1.33%) 545.17K
Increased by +66.34%
Dec 31, 23
17 Tocqueville Asset Management L.P. 663.97K (1.07%) -63.70K
Decreased by -9.59%
Dec 31, 23
18 Fred Alger Management, LLC 632.85K (1.02%) -58.99K
Decreased by -9.32%
Dec 31, 23
19 T. Rowe Price Associates, Inc. 628.18K (1.01%) -88.28K
Decreased by -14.05%
Dec 31, 23
20 Northern Trust Corp 597.73K (0.96%) -8.23K
Decreased by -1.38%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 3.68M (5.93%) 1.61K
Increased by +0.04%
Apr 30, 24
2 ARK Genomic Revolution ETF 2.52M (4.06%) 0.00
Increased by 0.00%
Apr 29, 24
3 ARK Genomic Revolution 2.49M (4.02%) -530.76K
Decreased by -21.27%
Mar 31, 24
4 Vanguard Total Stock Mkt Idx Inv 1.97M (3.18%) 2.54K
Increased by +0.13%
Mar 31, 24
5 CS (Lux) Digital Health Equity SB USD 1.90M (3.06%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard Small Cap Index 1.61M (2.59%) -14.93K
Decreased by -0.93%
Mar 31, 24
7 iShares Russell 2000 ETF 1.26M (2.04%) -10.06K
Decreased by -0.80%
Apr 30, 24
8 Lazard Global Robotics & Automation 941.63K (1.52%) 941.63K
Increased by +100.00%
Dec 31, 23
9 Vanguard Small Cap Growth Index Inv 907.87K (1.46%) -1.65K
Decreased by -0.18%
Mar 31, 24
10 Vanguard Institutional Extnd Mkt Idx Tr 819.54K (1.32%) 10.30K
Increased by +1.26%
Mar 31, 24
11 Baillie Gifford Global Discovery A Acc 727.84K (1.17%) -2.95K
Decreased by -0.40%
Mar 31, 24
12 Edinburgh Worldwide Ord 707.53K (1.14%) -336.00
Decreased by -0.05%
Jan 31, 24
13 Nikko AM ARK Disruptive Innovation A USD 668.87K (1.08%) -31.21K
Decreased by -4.67%
Mar 31, 24
14 Stephens SMID Select Growth 590.66K (0.95%) 108.78K
Increased by +18.42%
Mar 31, 24
15 Fidelity Small Cap Index 558.05K (0.90%) 5.43K
Increased by +0.97%
Feb 29, 24
16 Alger Small Cap Focus Composite 548.85K (0.88%) -70.65K
Decreased by -12.87%
Nov 30, 23
17 Alger Small Cap Focus I 548.85K (0.88%) -70.65K
Decreased by -12.87%
Nov 30, 23
18 MFS New Discovery I 529.56K (0.85%) 529.56K
Increased by +100.00%
Mar 31, 24
19 Fidelity® Small Cap Index 526.01K (0.85%) 14.35K
Increased by +2.73%
Oct 31, 23
20 Nikko AM ARK Pstv Chg Innovt P JPY Acc 513.75K (0.83%) -7.88K
Decreased by -1.53%
Mar 31, 24