Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AUMI 4.71%
2 SGDM 3.77%
3 GOAU 3.30%
4 GOEX 2.84%
5 GNOM 2.50%
6 ARKK 1.62%
7 CGV 1.51%
8 ERSX 1.45%
9 GDXJ 1.27%
10 RING 1.11%
11 SGDJ 0.79%
12 PTH 0.78%
13 CCNR 0.70%
14 GDX 0.56%
15 PSM 0.52%
16 FMED 0.52%
17 QQQS 0.50%
18 EKG 0.47%
19 BTEC 0.45%
20 FDTS 0.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 13.37M (12.59%) 357.47K
Increased by +2.67%
Sep 30, 24
2 ARK Investment Management LLC 11.94M (11.25%) 1.19M
Increased by +9.99%
Dec 31, 24
3 Vanguard Group Inc 10.97M (10.33%) 783.67K
Increased by +7.14%
Sep 30, 24
4 BlackRock Inc 6.82M (6.42%) 422.72K
Increased by +6.20%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 6.48M (6.10%) -5.07M
Decreased by -78.31%
Sep 30, 24
6 Nikko Asset Management Americas Inc 6.37M (6.00%) 224.96K
Increased by +3.53%
Sep 30, 24
7 Sumitomo Mitsui Trust Holdings Inc 6.14M (5.78%) 2.52M
Increased by +41.04%
Jun 30, 24
8 Sumitomo Mitsui Trust Group Inc 5.71M (5.38%) -659.73K
Decreased by -11.55%
Dec 31, 24
9 Generation Investment Management LLP 2.88M (2.72%) 1.47M
Increased by +50.98%
Jun 30, 24
10 Citadel Advisors Llc 2.78M (2.62%) 2.45M
Increased by +87.97%
Sep 30, 24
11 Baillie Gifford & Co Limited. 2.74M (2.58%) -4.68M
Decreased by -170.76%
Jun 30, 24
12 T. Rowe Price Associates, Inc. 2.52M (2.37%) -358.05K
Decreased by -14.23%
Sep 30, 24
13 Amvescap Plc. 2.33M (2.20%) 108.47K
Increased by +4.65%
Dec 31, 23
14 Sands Capital Management, LLC 2.33M (2.20%) -1.05M
Decreased by -44.89%
Jun 30, 24
15 Brown Capital Management, LLC 2.20M (2.07%) -288.39K
Decreased by -13.14%
Sep 30, 24
16 T. Rowe Price Investment Management,Inc. 2.16M (2.04%) -1.20K
Decreased by -0.06%
Sep 30, 24
17 Venrock Management VI LLC 2.11M (1.98%) 0.00
Increased by 0.00%
Sep 30, 24
18 UBS Asset Mgmt Americas Inc 1.92M (1.81%) -3.50K
Decreased by -0.18%
Sep 30, 24
19 Assenagon Asset Management SA 1.83M (1.73%) 1.83M
Increased by +100.00%
Dec 31, 24
20 Geode Capital Management, LLC 1.82M (1.71%) 42.78K
Increased by +2.36%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Innovation ETF 8.38M (7.89%) 236.01K
Increased by +2.82%
Jan 30, 25
2 ARK Disruptive Innovation Full Composite 8.25M (7.77%) 822.67K
Increased by +9.97%
Dec 31, 24
3 Nikko AM ARK Disruptive Innovation A USD 3.28M (3.09%) -114.73K
Decreased by -3.49%
Dec 31, 24
4 Vanguard Total Stock Mkt Idx Inv 3.18M (3.00%) 0.00
Increased by 0.00%
Dec 31, 24
5 ARK Genomic Revolution ETF 2.76M (2.60%) 37.56K
Increased by +1.36%
Jan 30, 25
6 ARK Genomic Revolution 2.70M (2.55%) 189.60K
Increased by +7.01%
Dec 31, 24
7 Vanguard Small Cap Index 2.59M (2.44%) 40.69K
Increased by +1.57%
Dec 31, 24
8 Select Medical Tech and Devcs 2.26M (2.13%) 10.83K
Increased by +0.48%
Nov 30, 23
9 Fidelity Select Medical Tech and Devcs 2.25M (2.12%) 0.00
Increased by 0.00%
Dec 31, 24
10 Nikko AM ARK Pstv Chg Innovt P JPY Acc 2.15M (2.02%) -90.81K
Decreased by -4.23%
Dec 31, 24
11 Fidelity® Growth Company 2.14M (2.02%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Select Health Care 2.12M (2.00%) 0.00
Increased by 0.00%
Dec 31, 24
13 Fidelity Growth Company Fund 2.10M (1.98%) -2.17K
Decreased by -0.10%
Dec 31, 24
14 UBS (Lux) Digital Health Equity SB USD 1.90M (1.79%) 200.00K
Increased by +10.53%
Dec 31, 24
15 Scottish Mortgage Ord 1.79M (1.68%) 1.55K
Increased by +0.09%
Mar 31, 24
16 CS (Lux) Digital Health Equity SB USD 1.68M (1.58%) 330.00K
Increased by +19.64%
Apr 30, 24
17 Fidelity Advisor Health Care I 1.68M (1.58%) 0.00
Increased by 0.00%
Dec 31, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 1.64M (1.55%) 34.76K
Increased by +2.11%
Dec 31, 24
19 Fidelity Advisor® Health Care I 1.59M (1.50%) 9.90K
Increased by +0.62%
Nov 30, 23
20 Strategic Advisers Fidelity US TtlStk 1.51M (1.42%) 0.00
Increased by 0.00%
Dec 31, 24