Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMED 3.41%
2 AIEQ 2.16%
3 FDHT 1.44%
4 ARVR 1.21%
5 EDOC 1.21%
6 HEAL 1.20%
7 GIGE 0.88%
8 PLAT 0.87%
9 HTEC 0.76%
10 EKG 0.60%
11 SQLV 0.59%
12 MXDU 0.49%
13 JSML 0.44%
14 SMCF 0.39%
15 GBUY_old 0.37%
16 BSVO 0.33%
17 PSC 0.31%
18 KOMP 0.31%
19 FXH 0.28%
20 LGHT 0.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.48M (11.99%) -427.24K
Decreased by -1.99%
Dec 31, 25
2 BlackRock Inc 13.88M (7.75%) 43.54K
Increased by +0.31%
Sep 30, 25
3 Renaissance Technologies Corp 7.98M (4.45%) -198.70K
Decreased by -2.49%
Dec 31, 25
4 Dimensional Fund Advisors, Inc. 7.49M (4.18%) 605.06K
Increased by +8.07%
Dec 31, 25
5 ARK Investment Management LLC 7.48M (4.18%) -8.55M
Decreased by -114.33%
Jun 30, 24
6 State Street Corporation 6.01M (3.35%) 617.72K
Increased by +10.28%
Mar 31, 24
7 Point72 Asset Management, L.P. 5.66M (3.16%) -102.02K
Decreased by -1.80%
Dec 31, 25
8 State Street Corp 4.66M (2.60%) -318.88K
Decreased by -6.84%
Sep 30, 25
9 Clearline Capital LP 4.36M (2.44%) 3.48M
Increased by +79.82%
Jun 30, 24
10 Geode Capital Management, LLC 4.19M (2.34%) 18.39K
Increased by +0.44%
Dec 31, 25
11 Nikko Asset Management Americas Inc 4.14M (2.31%) -3.04M
Decreased by -73.60%
Jun 30, 24
12 Sumitomo Mitsui Trust Group Inc 4.14M (2.31%) -3.04M
Decreased by -73.60%
Jun 30, 24
13 Sumitomo Mitsui Trust Holdings Inc 4.14M (2.31%) -3.04M
Decreased by -73.60%
Jun 30, 24
14 Rubric Capital Management LP 4.13M (2.30%) -501.91K
Decreased by -12.16%
Sep 30, 24
15 Jupiter Asset Management Limited 3.86M (2.15%) 2.88M
Increased by +74.61%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 3.60M (2.01%) 1.64M
Increased by +45.68%
Sep 30, 25
17 State Treasurer State Of Michigan 3.16M (1.77%) -670.00K
Decreased by -21.18%
Sep 30, 23
18 Allianz Asset Management AG 3.12M (1.74%) 1.50M
Increased by +48.02%
Dec 31, 25
19 American Century Companies Inc 3.09M (1.72%) 2.58M
Increased by +83.59%
Dec 31, 25
20 First Trust Advisors L.P. 3.05M (1.70%) 629.07K
Increased by +20.65%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Disruptive Innovation Full Composite 9.80M (5.47%) -2.89M
Decreased by -29.50%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 5.69M (3.17%) 139.90K
Increased by +2.46%
Mar 31, 26
3 ARK Innovation ETF 5.45M (3.04%) 0.00
Increased by 0.00%
Jun 30, 24
4 Vanguard US Total Market Shares ETF 5.33M (2.98%) 10.39K
Increased by +0.19%
Sep 30, 24
5 iShares Russell 2000 ETF 4.34M (2.42%) -35.48K
Decreased by -0.82%
Mar 31, 26
6 Vanguard Small Cap Index 4.12M (2.30%) 97.26K
Increased by +2.36%
Mar 31, 26
7 Jupiter Merian Glb Eq AbsRet I USD Acc 3.86M (2.15%) 3.03M
Increased by +78.45%
Dec 31, 25
8 ARK Genomic Revolution 3.21M (1.79%) -1.20M
Decreased by -37.36%
Mar 31, 24
9 First Trust Dow Jones Internet ETF 2.82M (1.57%) -4.73K
Decreased by -0.17%
Apr 30, 24
10 Nikko AM ARK Disruptive Innovation A USD 2.63M (1.47%) -642.58K
Decreased by -24.47%
May 31, 24
11 Avantis US Small Cap Value ETF 2.61M (1.46%) 2.08K
Increased by +0.08%
Mar 31, 26
12 PIMCO RAE US Small 2.35M (1.31%) 1.13M
Increased by +47.98%
Dec 31, 25
13 PIMCO RAE US Small Instl 2.35M (1.31%) 1.13M
Increased by +47.98%
Dec 31, 25
14 DFA US Small Cap Value I 2.19M (1.22%) 46.83K
Increased by +2.14%
Feb 28, 26
15 Vanguard Strategic Equity Inv 2.14M (1.20%) 0.00
Increased by 0.00%
Dec 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.98M (1.11%) 29.57K
Increased by +1.49%
Mar 31, 26
17 Fidelity Small Cap Index 1.72M (0.96%) -24.16K
Decreased by -1.40%
Jan 31, 26
18 ARK Genomic Revolution ETF 1.61M (0.90%) 0.00
Increased by 0.00%
Jun 30, 24
19 Nikko AM ARK Pstv Chg Innovt P JPY Acc 1.49M (0.83%) 0.00
Increased by 0.00%
Mar 31, 24
20 Invenomic Institutional 1.43M (0.80%) 698.66K
Increased by +48.90%
Apr 30, 25