Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AUMI 4.89%
2 SGDM 4.69%
3 GOAU 4.54%
4 GNOM 2.75%
5 GOEX 2.61%
6 ARKK 1.70%
7 ERSX 1.45%
8 CGV 1.44%
9 GDXJ 1.19%
10 RING 1.11%
11 PTH 0.78%
12 SGDJ 0.74%
13 FMED 0.58%
14 EKG 0.57%
15 GDX 0.56%
16 PSM 0.52%
17 BTEC 0.45%
18 FDTS 0.38%
19 AVDV 0.33%
20 MXDU 0.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 13.37M (12.74%) 357.47K
Increased by +2.67%
Sep 30, 24
2 Morgan Stanley - Brokerage Accounts 11.55M (11.00%) 1.22M
Increased by +10.55%
Jun 30, 24
3 Vanguard Group Inc 10.97M (10.45%) 783.67K
Increased by +7.14%
Sep 30, 24
4 ARK Investment Management LLC 9.31M (8.87%) 3.03M
Increased by +32.53%
Jun 30, 24
5 BlackRock Inc 6.39M (6.09%) 385.01K
Increased by +6.02%
Jun 30, 24
6 Sumitomo Mitsui Trust Group Inc 6.37M (6.07%) 230.15K
Increased by +3.61%
Sep 30, 24
7 Nikko Asset Management Americas Inc 6.15M (5.86%) 2.53M
Increased by +41.09%
Jun 30, 24
8 Sumitomo Mitsui Trust Holdings Inc 6.14M (5.85%) 2.52M
Increased by +41.04%
Jun 30, 24
9 Generation Investment Management LLP 2.88M (2.75%) 1.47M
Increased by +50.98%
Jun 30, 24
10 T. Rowe Price Associates, Inc. 2.87M (2.74%) -783.27K
Decreased by -27.25%
Jun 30, 24
11 Baillie Gifford & Co Limited. 2.74M (2.61%) -4.68M
Decreased by -170.76%
Jun 30, 24
12 Amvescap Plc. 2.33M (2.22%) 108.47K
Increased by +4.65%
Dec 31, 23
13 Sands Capital Management, LLC 2.33M (2.22%) -1.05M
Decreased by -44.89%
Jun 30, 24
14 Brown Capital Management, LLC 2.20M (2.09%) -288.39K
Decreased by -13.14%
Sep 30, 24
15 T. Rowe Price Investment Management,Inc. 2.16M (2.06%) -1.20K
Decreased by -0.06%
Sep 30, 24
16 Venrock Management VI LLC 2.11M (2.01%) 0.00
Increased by 0.00%
Sep 30, 24
17 UBS Asset Mgmt Americas Inc 1.92M (1.83%) -3.50K
Decreased by -0.18%
Sep 30, 24
18 Geode Capital Management, LLC 1.77M (1.69%) 129.78K
Increased by +7.32%
Jun 30, 24
19 State Street Corp 1.63M (1.56%) 48.41K
Increased by +2.96%
Jun 30, 24
20 State Street Corporation 1.59M (1.51%) 26.47K
Increased by +1.67%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Innovation ETF 8.17M (7.78%) -65.40K
Decreased by -0.80%
Oct 31, 24
2 ARK Disruptive Innovation Full Composite 7.43M (7.08%) 893.39K
Increased by +12.03%
Sep 30, 24
3 Nikko AM ARK Disruptive Innovation A USD 3.64M (3.47%) -68.06K
Decreased by -1.87%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 3.24M (3.08%) -8.69K
Decreased by -0.27%
Oct 31, 24
5 ARK Genomic Revolution ETF 2.79M (2.66%) -46.63K
Decreased by -1.67%
Oct 31, 24
6 Vanguard Small Cap Index 2.53M (2.41%) 4.95K
Increased by +0.20%
Oct 31, 24
7 ARK Genomic Revolution 2.52M (2.40%) 393.34K
Increased by +15.64%
Sep 30, 24
8 Nikko AM ARK Pstv Chg Innovt P JPY Acc 2.42M (2.31%) -41.69K
Decreased by -1.72%
Sep 30, 24
9 Select Medical Tech and Devcs 2.26M (2.16%) 10.83K
Increased by +0.48%
Nov 30, 23
10 Fidelity Select Medical Tech and Devcs 2.20M (2.10%) 198.94K
Increased by +9.04%
Sep 30, 24
11 Fidelity® Growth Company 2.14M (2.04%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Growth Company Fund 2.14M (2.04%) -467.00
Decreased by -0.02%
Sep 30, 24
13 Fidelity Select Health Care 2.08M (1.98%) 84.13K
Increased by +4.04%
Sep 30, 24
14 Scottish Mortgage Ord 1.79M (1.70%) 1.55K
Increased by +0.09%
Mar 31, 24
15 UBS (Lux) Digital Health Equity SB USD 1.70M (1.62%) 0.00
Increased by 0.00%
Sep 30, 24
16 CS (Lux) Digital Health Equity SB USD 1.68M (1.60%) 330.00K
Increased by +19.64%
Apr 30, 24
17 Fidelity Advisor Health Care I 1.65M (1.57%) 38.60K
Increased by +2.34%
Sep 30, 24
18 Vanguard Institutional Extnd Mkt Idx Tr 1.61M (1.53%) -10.69K
Decreased by -0.66%
Sep 30, 24
19 Fidelity Advisor® Health Care I 1.59M (1.52%) 9.90K
Increased by +0.62%
Nov 30, 23
20 Strategic Advisers Fidelity US TtlStk 1.47M (1.40%) 75.56K
Increased by +5.15%
Sep 30, 24