Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.08%
2 IWN 0.02%
3 IWM 0.01%
4 IWMW 0.01%
5 SMMD 0.00%
6 IWV 0.00%
7 ITDI 0.00%
8 ITDH 0.00%
9 ITDJ 0.00%
10 ITDG 0.00%
11 ITDF 0.00%
12 ITDE 0.00%
13 ITDD 0.00%
14 ITDC 0.00%
15 ITDB 0.00%
16 IRTR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ARK Investment Management LLC 7.46M (13.00%) 344.62K
Increased by +4.62%
Mar 31, 26
2 Third Point, LLC 5.00M (8.72%) 0.00
Increased by 0.00%
Mar 31, 26
3 BlackRock Inc 4.57M (7.96%) 74.65K
Increased by +1.63%
Mar 31, 26
4 Becker Drapkin Management, L.P. 4.09M (7.13%) 1.22M
Increased by +29.86%
Mar 31, 26
5 Vanguard Group Inc 3.63M (6.33%) 253.38K
Increased by +6.97%
Dec 31, 25
6 Vanguard Capital Management, LLC 2.87M (5.01%) 2.87M
Increased by +100.00%
Mar 31, 26
7 Awm Investment Company Inc 2.82M (4.92%) 0.00
Increased by 0.00%
Mar 31, 26
8 Royce & Associates, LP 2.82M (4.91%) 1.07M
Increased by +38.06%
Mar 31, 26
9 Pillsbury Lake Capital LLC 2.60M (4.54%) 625.54K
Increased by +24.02%
Mar 31, 26
10 Arnhold & S. Bleichroeder Advisers, LLC 2.27M (3.95%) 136.69K
Increased by +6.03%
Mar 31, 26
11 Geode Capital Management, LLC 1.70M (2.96%) 45.15K
Increased by +2.66%
Mar 31, 26
12 Amova Asset Management Americas, Inc 1.65M (2.88%) -23.19K
Decreased by -1.40%
Mar 31, 26
13 Sumitomo Mitsui Trust Group Inc 1.65M (2.88%) -23.19K
Decreased by -1.40%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 1.62M (2.82%) 172.15K
Increased by +10.65%
Mar 31, 26
15 State Street Corp 1.35M (2.35%) 14.56K
Increased by +1.08%
Mar 31, 26
16 Uniplan Investment Counsel, Inc. 1.30M (2.27%) 36.33K
Increased by +2.79%
Mar 31, 26
17 Bank of New York Mellon Corp 1.08M (1.88%) -38.78K
Decreased by -3.59%
Mar 31, 26
18 Creek Drive Management Group LLC 1.06M (1.85%) 450.00K
Increased by +42.45%
Mar 31, 26
19 Davy Asset Management Limited 712.52K (1.24%) -50.03K
Decreased by -7.02%
Mar 31, 26
20 Northern Trust Corp 643.63K (1.12%) 158.12K
Increased by +24.57%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Autonomous Technology & Robotics 4.19M (7.31%) -240.16K
Decreased by -5.73%
Mar 31, 26
2 ARK Autonomous Technology&Robotics ETF 3.79M (6.61%) 0.00
Increased by 0.00%
May 31, 26
3 ARK Space & Defense Innovation ETF 2.96M (5.17%) 59.87K
Increased by +2.02%
May 31, 26
4 Vanguard Total Stock Mkt Idx Inv 2.04M (3.55%) 0.00
Increased by 0.00%
Apr 30, 26
5 First Eagle Small Cap Opportunity I 2.00M (3.49%) 29.08K
Increased by +1.45%
May 31, 26
6 First Eagle US Small Cap Strategy 1.96M (3.42%) 104.12K
Increased by +5.31%
Mar 31, 26
7 iShares Russell 2000 ETF 1.66M (2.89%) 15.34K
Increased by +0.92%
May 29, 26
8 Royce Smaller-Companies Growth Svc 1.08M (1.89%) 152.00K
Increased by +14.02%
Mar 31, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 782.15K (1.36%) 5.50K
Increased by +0.70%
Apr 30, 26
10 Fidelity Small Cap Index 682.25K (1.19%) 11.54K
Increased by +1.69%
Mar 31, 26
11 ARK Artfcl Intlgc & Rbtc ETF A USD Acc 658.00K (1.15%) 0.00
Increased by 0.00%
May 29, 26
12 iShares Russell 2000 Value ETF 610.43K (1.06%) 0.00
Increased by 0.00%
May 29, 26
13 Royce Small-Cap Opportunity Invmt 610.01K (1.06%) 389.77K
Increased by +63.90%
Mar 31, 26
14 Royce Small-Cap Trust 546.82K (0.95%) 140.00K
Increased by +25.60%
Mar 31, 26
15 FTGF RY US SmCp Opp A USD Dis(A) 537.33K (0.94%) 42.27K
Increased by +7.87%
Mar 31, 26
16 Russell 2000 Equity Index Fund B 415.92K (0.73%) -9.00
Decreased by -0.00%
Dec 31, 25
17 Fidelity Extended Market Index 381.74K (0.67%) -1.39K
Decreased by -0.37%
Apr 30, 26
18 DFA US Small Cap I 380.09K (0.66%) 0.00
Increased by 0.00%
Apr 30, 26
19 State St Russell Sm/Mid Cp® Indx SL Cl I 379.79K (0.66%) 0.00
Increased by 0.00%
May 31, 26
20 Vanguard Russell 2000 ETF 350.91K (0.61%) 9.28K
Increased by +2.64%
Apr 30, 26