Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 3.17%
2 FBT 3.02%
3 ARKG 2.79%
4 PBE 2.39%
5 GNOM 2.31%
6 WDNA 1.61%
7 PTH 1.41%
8 PSCH 1.40%
9 HTEC 1.31%
10 SMCP 1.13%
11 RZG 1.11%
12 THNQ 1.10%
13 ARKK 1.00%
14 SAWS 0.80%
15 HELX 0.77%
16 FMED 0.74%
17 EKG 0.72%
18 XBI 0.66%
19 ETHO 0.55%
20 LABU 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.26M (10.61%) 52.03K
Increased by +0.63%
Mar 31, 25
2 BlackRock Inc 7.52M (9.65%) -9.11K
Decreased by -0.12%
Mar 31, 25
3 FMR Inc 7.10M (9.12%) 5.02M
Increased by +70.67%
Mar 31, 25
4 Artisan Partners Limited Partnership 5.24M (6.73%) -1.36M
Decreased by -25.95%
Mar 31, 25
5 State Street Corporation 4.33M (5.56%) 1.22M
Increased by +28.16%
Mar 31, 24
6 ARK Investment Management LLC 3.94M (5.06%) -264.65K
Decreased by -6.72%
Mar 31, 25
7 Wellington Management Company LLP 3.85M (4.95%) -231.44K
Decreased by -6.01%
Mar 31, 25
8 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.23M (4.14%) 146.65K
Increased by +4.54%
Mar 31, 25
9 Sumitomo Mitsui Trust Holdings Inc 3.18M (4.09%) -165.84K
Decreased by -5.21%
Jun 30, 24
10 State Street Corp 3.16M (4.06%) 247.55K
Increased by +7.84%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 2.91M (3.74%) 28.17K
Increased by +0.97%
Mar 31, 25
12 Sumitomo Mitsui Trust Group Inc 2.26M (2.91%) -229.44K
Decreased by -10.13%
Mar 31, 25
13 Nikko Asset Management Americas Inc 2.26M (2.90%) -231.50K
Decreased by -10.23%
Mar 31, 25
14 Geode Capital Management, LLC 1.93M (2.48%) 94.91K
Increased by +4.91%
Mar 31, 25
15 Driehaus Capital Management LLC 1.35M (1.74%) 167.60K
Increased by +12.40%
Mar 31, 25
16 GW&K Investment Management, LLC 1.26M (1.61%) 44.83K
Increased by +3.57%
Mar 31, 25
17 Nuveen Asset Management, LLC 1.19M (1.53%) 8.80K
Increased by +0.74%
Dec 31, 24
18 Bank of America Corp 1.16M (1.49%) 416.05K
Increased by +35.91%
Mar 31, 25
19 Nuveen, LLC 1.11M (1.43%) 1.11M
Increased by +100.00%
Mar 31, 25
20 Goldman Sachs Group Inc 1.05M (1.35%) -167.82K
Decreased by -16.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.68M (6.01%) 0.00
Increased by 0.00%
Jul 30, 25
2 ARK Innovation ETF 2.93M (3.76%) 84.31K
Increased by +2.88%
Jul 30, 25
3 Vanguard Total Stock Mkt Idx Inv 2.49M (3.20%) 11.93K
Increased by +0.48%
Jun 30, 25
4 ARK Disruptive Innovation Full Composite 2.48M (3.18%) -205.91K
Decreased by -8.31%
Mar 31, 25
5 Vanguard US Total Market Shares ETF 2.46M (3.16%) 2.69K
Increased by +0.11%
Sep 30, 24
6 Vanguard Explorer Inv 2.28M (2.93%) -385.96K
Decreased by -16.94%
Jun 30, 25
7 Fidelity Select Medical Tech and Devcs 2.23M (2.86%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Small Cap Index 1.91M (2.46%) -40.06K
Decreased by -2.09%
Jun 30, 25
9 iShares Russell 2000 ETF 1.88M (2.41%) -30.39K
Decreased by -1.62%
Jul 30, 25
10 BMO Low Volatility Canadian Eq ETF F 1.72M (2.21%) 1.72M
Increased by +100.00%
Jun 30, 24
11 Fidelity Select Health Care 1.52M (1.95%) 0.00
Increased by 0.00%
Jun 30, 25
12 Champlain Small Company Fund, LLC 1.51M (1.93%) -297.59K
Decreased by -19.75%
Oct 31, 24
13 SPDR® S&P Biotech ETF 1.32M (1.70%) 32.56K
Increased by +2.46%
Jul 31, 25
14 First Trust NYSE Arca Biotech ETF 1.28M (1.64%) 0.00
Increased by 0.00%
Jul 31, 25
15 ARK Genomic Revolution 1.23M (1.58%) -54.45K
Decreased by -4.42%
Mar 31, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 1.21M (1.55%) -4.03K
Decreased by -0.33%
Jun 30, 25
17 Artisan Mid Cap Investor 1.18M (1.52%) 288.35K
Increased by +24.41%
Jun 30, 25
18 Artisan U.S. Mid-Cap Growth 1.18M (1.52%) 288.35K
Increased by +24.41%
Jun 30, 25
19 ARK Genomic Revolution ETF 1.15M (1.48%) -6.92K
Decreased by -0.60%
Jul 31, 25
20 Nikko AM ARK Disruptive Innovation A USD 1.08M (1.39%) -36.34K
Decreased by -3.37%
Jun 30, 25