Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GNOM 5.50%
2 EDOC 3.17%
3 PBE 2.87%
4 FBT 2.81%
5 HTEC 1.66%
6 ARKK 1.63%
7 THNQ 1.46%
8 PTH 1.41%
9 SMCP 1.13%
10 EKG 1.03%
11 FMED 0.95%
12 XBI 0.89%
13 SAWS 0.80%
14 LABU 0.57%
15 ETHO 0.55%
16 FTXH 0.54%
17 FYC 0.43%
18 SEIS 0.42%
19 SQLV 0.41%
20 SMIZ 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.21M (10.59%) 463.10K
Increased by +5.64%
Dec 31, 24
2 BlackRock Inc 7.53M (9.70%) -111.69K
Decreased by -1.48%
Dec 31, 24
3 Artisan Partners Limited Partnership 6.60M (8.51%) 1.58M
Increased by +23.89%
Dec 31, 24
4 State Street Corporation 4.33M (5.58%) 1.22M
Increased by +28.16%
Mar 31, 24
5 ARK Investment Management LLC 4.20M (5.42%) -716.79K
Decreased by -17.05%
Dec 31, 24
6 Wellington Management Company LLP 4.08M (5.27%) -148.28K
Decreased by -3.63%
Dec 31, 24
7 Sumitomo Mitsui Trust Holdings Inc 3.18M (4.10%) -165.84K
Decreased by -5.21%
Jun 30, 24
8 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.08M (3.97%) 97.82K
Increased by +3.18%
Dec 31, 24
9 State Street Corp 2.91M (3.75%) -5.83K
Decreased by -0.20%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 2.88M (3.72%) -151.06K
Decreased by -5.24%
Dec 31, 24
11 Nikko Asset Management Americas Inc 2.49M (3.21%) -253.03K
Decreased by -10.15%
Dec 31, 24
12 Sumitomo Mitsui Trust Group Inc 2.49M (3.21%) -259.01K
Decreased by -10.39%
Dec 31, 24
13 FMR Inc 2.08M (2.69%) 2.02M
Increased by +96.83%
Dec 31, 24
14 Geode Capital Management, LLC 1.84M (2.37%) -4.76K
Decreased by -0.26%
Dec 31, 24
15 Bank of America Corp 1.60M (2.06%) -198.50K
Decreased by -12.42%
Sep 30, 24
16 Goldman Sachs Group Inc 1.22M (1.57%) -97.02K
Decreased by -7.98%
Dec 31, 24
17 GW&K Investment Management, LLC 1.21M (1.56%) -217.13K
Decreased by -17.91%
Dec 31, 24
18 Nuveen Asset Management, LLC 1.19M (1.54%) 8.80K
Increased by +0.74%
Dec 31, 24
19 Driehaus Capital Management LLC 1.18M (1.53%) 821.55K
Increased by +69.40%
Dec 31, 24
20 Northern Trust Corp 1.07M (1.38%) 120.75K
Increased by +11.29%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Explorer Inv 2.70M (3.48%) -98.92K
Decreased by -3.66%
Dec 31, 24
2 ARK Disruptive Innovation Full Composite 2.68M (3.46%) -285.96K
Decreased by -10.65%
Dec 31, 24
3 ARK Innovation ETF 2.47M (3.18%) -4.69K
Decreased by -0.19%
Mar 30, 25
4 Vanguard Total Stock Mkt Idx Inv 2.43M (3.13%) 1.79K
Increased by +0.07%
Feb 28, 25
5 iShares Russell 2000 ETF 2.05M (2.65%) -17.77K
Decreased by -0.87%
Mar 31, 25
6 Vanguard Small Cap Index 1.98M (2.55%) 1.62K
Increased by +0.08%
Feb 28, 25
7 BMO Low Volatility Canadian Eq ETF F 1.72M (2.22%) 1.72M
Increased by +100.00%
Jun 30, 24
8 Nikko AM ARK Disruptive Innovation A USD 1.69M (2.18%) -64.10K
Decreased by -3.79%
Feb 28, 25
9 Champlain Small Company Fund, LLC 1.51M (1.94%) -297.59K
Decreased by -19.75%
Oct 31, 24
10 Fidelity Select Medical Tech and Devcs 1.44M (1.86%) 299.44K
Increased by +20.73%
Feb 28, 25
11 SPDR® S&P Biotech ETF 1.36M (1.75%) -14.58K
Decreased by -1.07%
Mar 31, 25
12 ARK Genomic Revolution 1.29M (1.66%) -433.02K
Decreased by -33.66%
Dec 31, 24
13 ARK Genomic Revolution ETF 1.20M (1.55%) -15.17K
Decreased by -1.26%
Mar 30, 25
14 Vanguard Institutional Extnd Mkt Idx Tr 1.18M (1.52%) 1.65K
Increased by +0.14%
Feb 28, 25
15 Artisan Small Cap Investor 1.14M (1.47%) -88.75K
Decreased by -7.80%
Dec 31, 24
16 Artisan U.S. Small-Cap Growth 1.14M (1.47%) -88.75K
Decreased by -7.80%
Dec 31, 24
17 Vanguard Small Cap Growth Index Inv 1.11M (1.43%) -6.29K
Decreased by -0.57%
Feb 28, 25
18 Artisan Mid Cap Investor 960.43K (1.24%) 432.31K
Increased by +45.01%
Dec 31, 24
19 Artisan U.S. Mid-Cap Growth 960.43K (1.24%) 432.31K
Increased by +45.01%
Dec 31, 24
20 Champlain Small Company Adv 940.00K (1.21%) -325.00K
Decreased by -34.57%
Sep 30, 24