Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VFIN 9.41%
2 VBB 7.56%
3 GFOF 7.35%
4 DAPP 6.82%
5 ARKF 6.46%
6 FINX 5.72%
7 BLCN 5.32%
8 IPAY 5.18%
9 JFWD 5.18%
10 ARKW 5.09%
11 BWEB 4.87%
12 BOUT 4.64%
13 BKC 4.59%
14 ARKK 4.55%
15 NFTZ 4.21%
16 MRND 4.01%
17 VCAR 3.99%
18 RVER 3.81%
19 LOUP 3.77%
20 FINQ 3.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 52.88M (9.51%) 7.34M
Increased by +13.87%
Sep 30, 24
2 Morgan Stanley - Brokerage Accounts 35.98M (6.47%) 1.47M
Increased by +4.07%
Jun 30, 24
3 BlackRock Inc 31.16M (5.60%) 1.51M
Increased by +4.85%
Jun 30, 24
4 FMR Inc 23.02M (4.14%) 2.14M
Increased by +9.30%
Sep 30, 24
5 JPMorgan Chase & Co 14.60M (2.62%) 6.34M
Increased by +43.44%
Jun 30, 24
6 Capital World Investors 13.10M (2.35%) 582.83K
Increased by +4.45%
Mar 31, 24
7 Viking Global Investors LP 12.32M (2.22%) 12.32M
Increased by +100.00%
Sep 30, 23
8 State Street Corp 11.86M (2.13%) 93.33K
Increased by +0.79%
Jun 30, 24
9 State Street Corporation 11.77M (2.12%) 242.26K
Increased by +2.06%
Mar 31, 24
10 Sands Capital Management, LLC 11.23M (2.02%) -282.59K
Decreased by -2.52%
Sep 30, 24
11 Baillie Gifford & Co Limited. 10.23M (1.84%) 147.87K
Increased by +1.45%
Sep 30, 24
12 Sumitomo Mitsui Trust Holdings Inc 9.76M (1.75%) -620.98K
Decreased by -6.36%
Mar 31, 24
13 Geode Capital Management, LLC 8.56M (1.54%) 232.94K
Increased by +2.72%
Jun 30, 24
14 ARK Investment Management LLC 8.29M (1.49%) -1.76M
Decreased by -21.25%
Jun 30, 24
15 Loomis, Sayles & Company LP 8.07M (1.45%) 68.97K
Increased by +0.85%
Jun 30, 24
16 Sumitomo Mitsui Trust Group Inc 7.88M (1.42%) -907.67K
Decreased by -11.52%
Sep 30, 24
17 NORGES BANK 7.76M (1.40%) 919.62K
Increased by +11.85%
Jun 30, 24
18 Lone Pine Capital LLC 7.67M (1.38%) 0.00
Increased by 0.00%
Sep 30, 24
19 Nikko Asset Management Americas Inc 7.50M (1.35%) -859.47K
Decreased by -11.46%
Jun 30, 24
20 Dragoneer Investment Group, LLC 6.20M (1.11%) -2.77M
Decreased by -44.75%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.56M (3.16%) -62.95K
Decreased by -0.36%
Oct 31, 24
2 Vanguard Mid Cap Index Institutional 11.78M (2.12%) 21.40K
Increased by +0.18%
Oct 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 8.28M (1.49%) -217.09K
Decreased by -2.62%
Sep 30, 24
4 Vanguard Growth Index Investor 6.24M (1.12%) 40.11K
Increased by +0.64%
Oct 31, 24
5 BMO Asset Allocation A 5.35M (0.96%) 5.35M
Increased by +100.00%
Jun 30, 24
6 Sands Capital Global Growth Equity 5.05M (0.91%) -9.69K
Decreased by -0.19%
Sep 30, 24
7 Fidelity Advisor® Growth Opps M 4.43M (0.80%) -525.10K
Decreased by -11.85%
Nov 30, 23
8 ARK Disruptive Innovation Full Composite 4.21M (0.76%) -1.11M
Decreased by -26.30%
Sep 30, 24
9 Vanguard Mid-Cap Growth ETF 3.92M (0.70%) 10.32K
Increased by +0.26%
Oct 31, 24
10 MS INVF Global Opportunity Z 3.62M (0.65%) 0.00
Increased by 0.00%
Mar 31, 24
11 ARK Innovation ETF 3.57M (0.64%) -255.49K
Decreased by -7.15%
Oct 31, 24
12 State St Russell Sm/Mid Cp® Indx NL Cl C 3.45M (0.62%) -114.50K
Decreased by -3.32%
Oct 31, 24
13 Fidelity Extended Market Index 3.23M (0.58%) -109.61K
Decreased by -3.39%
Sep 30, 24
14 Fidelity® Extended Market Index 2.96M (0.53%) 26.82K
Increased by +0.91%
Nov 30, 23
15 AMOne Global ESG Hi Quality Gr Eq MF 2.92M (0.53%) -134.61K
Decreased by -4.60%
Jul 14, 23
16 American Funds Growth Fund of Amer A 2.68M (0.48%) 0.00
Increased by 0.00%
Sep 30, 24
17 Capital Group Growth Fnd of Amer Comp 2.68M (0.48%) 0.00
Increased by 0.00%
Sep 30, 24
18 JPMorgan Large Cap Growth I 2.61M (0.47%) 0.00
Increased by 0.00%
May 31, 24
19 Sands Capital Select Growth TE Inst EQ 2.41M (0.43%) -730.08K
Decreased by -30.32%
Sep 30, 24
20 JPMorgan US Equity L 2.38M (0.43%) -27.55K
Decreased by -1.16%
Sep 30, 24