Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 3.11%
2 IDNA 2.71%
3 FFTY 2.58%
4 ARKK 1.98%
5 IBBJ 1.80%
6 HTEC 1.53%
7 SYNB 1.39%
8 PTH 1.11%
9 BKIV 1.10%
10 XBI 0.93%
11 EKG 0.82%
12 PINK 0.76%
13 BTEC 0.68%
14 QQQS 0.64%
15 LABU 0.59%
16 FTXH 0.52%
17 WCEO 0.51%
18 JDOC 0.48%
19 KOMP 0.44%
20 PFUT 0.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ARK Investment Management LLC 6.13M (10.65%) -814.60K
Decreased by -13.29%
Jun 30, 24
2 Artisan Partners Limited Partnership 6.07M (10.54%) 1.43M
Increased by +23.52%
Jun 30, 24
3 Vanguard Group Inc 5.62M (9.76%) 25.10K
Increased by +0.45%
Sep 30, 24
4 BlackRock Inc 5.42M (9.42%) -351.15K
Decreased by -6.47%
Jun 30, 24
5 William Blair Investment Management, LLC 3.48M (6.04%) 292.91K
Increased by +8.42%
Sep 30, 24
6 State Street Corporation 3.44M (5.97%) 77.12K
Increased by +2.24%
Mar 31, 24
7 Amvescap Plc. 3.42M (5.94%) 965.70K
Increased by +28.22%
Jun 30, 24
8 Nikko Asset Management Americas Inc 3.16M (5.49%) -387.88K
Decreased by -12.26%
Jun 30, 24
9 Sumitomo Mitsui Trust Holdings Inc 3.16M (5.49%) -387.88K
Decreased by -12.26%
Jun 30, 24
10 JPMorgan Chase & Co 2.93M (5.08%) -688.18K
Decreased by -23.52%
Jun 30, 24
11 Sumitomo Mitsui Trust Group Inc 2.86M (4.97%) -301.76K
Decreased by -10.55%
Sep 30, 24
12 State Street Corp 2.64M (4.59%) -798.01K
Decreased by -30.21%
Jun 30, 24
13 Morgan Stanley - Brokerage Accounts 1.63M (2.83%) -183.18K
Decreased by -11.24%
Jun 30, 24
14 Citadel Advisors Llc 1.43M (2.48%) -130.64K
Decreased by -9.15%
Jun 30, 24
15 Credit Suisse First Boston (CSFB) 1.42M (2.47%) -2.90K
Decreased by -0.20%
Mar 31, 24
16 Geode Capital Management, LLC 1.34M (2.33%) 8.77K
Increased by +0.65%
Jun 30, 24
17 Thrivent Financial For Lutherans 973.71K (1.69%) 973.71K
Increased by +100.00%
Sep 30, 24
18 Dimensional Fund Advisors, Inc. 962.23K (1.67%) -48.59K
Decreased by -5.05%
Sep 30, 24
19 UBS Asset Mgmt Americas Inc 880.20K (1.53%) -81.04K
Decreased by -9.21%
Sep 30, 24
20 Goldman Sachs Group Inc 844.96K (1.47%) 366.10K
Increased by +43.33%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Innovation ETF 2.68M (4.66%) 122.09K
Increased by +4.55%
Oct 31, 24
2 ARK Disruptive Innovation Full Composite 2.60M (4.51%) -582.97K
Decreased by -22.45%
Sep 30, 24
3 ARK Genomic Revolution 2.50M (4.33%) -123.33K
Decreased by -4.94%
Sep 30, 24
4 ARK Genomic Revolution ETF 2.44M (4.23%) -40.77K
Decreased by -1.67%
Oct 31, 24
5 Vanguard Total Stock Mkt Idx Inv 1.73M (3.01%) -9.70K
Decreased by -0.56%
Oct 31, 24
6 SPDR® S&P Biotech ETF 1.50M (2.60%) -21.59K
Decreased by -1.44%
Oct 31, 24
7 iShares Russell 2000 ETF 1.48M (2.58%) -3.33K
Decreased by -0.22%
Oct 31, 24
8 Vanguard Small Cap Index 1.39M (2.42%) 2.75K
Increased by +0.20%
Oct 31, 24
9 CS (Lux) Digital Health Equity SB USD 1.35M (2.34%) 0.00
Increased by 0.00%
Apr 30, 24
10 Nikko AM ARK Pstv Chg Innovt P JPY Acc 1.34M (2.33%) -36.33K
Decreased by -2.71%
Sep 30, 24
11 Nikko AM ARK Disruptive Innovation A USD 1.28M (2.23%) -32.59K
Decreased by -2.54%
Sep 30, 24
12 Artisan Mid Cap Investor 1.13M (1.96%) -17.90K
Decreased by -1.58%
Sep 30, 24
13 Artisan U.S. Mid-Cap Growth 1.13M (1.96%) -17.90K
Decreased by -1.58%
Sep 30, 24
14 JPMorgan Small Cap Growth A 921.19K (1.60%) 0.00
Increased by 0.00%
Sep 30, 24
15 Vanguard Institutional Extnd Mkt Idx Tr 871.63K (1.51%) -20.74K
Decreased by -2.38%
Sep 30, 24
16 Invesco Discovery A 858.10K (1.49%) 18.45K
Increased by +2.15%
Sep 30, 24
17 Invesco OFI Small Cap Growth 858.10K (1.49%) 173.81K
Increased by +20.25%
Sep 30, 24
18 Artisan Small Cap Investor 835.65K (1.45%) -160.31K
Decreased by -19.18%
Sep 30, 24
19 Artisan U.S. Small-Cap Growth 835.65K (1.45%) -160.31K
Decreased by -19.18%
Sep 30, 24
20 JPM Global Healthcare C (acc) USD 779.33K (1.35%) -289.31K
Decreased by -37.12%
Apr 30, 24