Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKJ 1000.00%
2 JKK 1000.00%
3 IHF 1000.00%
4 ISCB 1000.00%
5 ISCG 1000.00%
6 ISCV 1000.00%
7 ITOT 1000.00%
8 IWC 1000.00%
9 IWM 1000.00%
10 IWN 1000.00%
11 IWO 1000.00%
12 IWV 1000.00%
13 XHS 1.22%
14 EKG 0.38%
15 MILN 0.25%
16 ISMD 0.20%
17 FYC 0.19%
18 KOMP 0.06%
19 VTWG 0.06%
20 FYX 0.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 6.58M (9.44%) -16.35K
Decreased by -0.25%
Sep 30, 23
2 Brown Advisory Holdings Inc 6.07M (8.70%) -30.27K
Decreased by -0.50%
Sep 30, 23
3 ARK Investment Management LLC 6.04M (8.67%) 358.62K
Increased by +5.93%
Sep 30, 23
4 BlackRock Inc 5.39M (7.73%) 97.80K
Increased by +1.82%
Sep 30, 23
5 Vanguard Group Inc 5.28M (7.58%) 157.46K
Increased by +2.98%
Sep 30, 23
6 Bellevue Group AG 4.53M (6.50%) 6.86K
Increased by +0.15%
Sep 30, 23
7 Rock Springs Capital Management LP 2.91M (4.18%) 93.00K
Increased by +3.19%
Sep 30, 23
8 Dimensional Fund Advisors, Inc. 1.87M (2.69%) 319.76K
Increased by +17.09%
Sep 30, 23
9 Nikko Asset Management Americas Inc 1.80M (2.58%) 946.97K
Increased by +52.64%
Sep 30, 23
10 Sumitomo Mitsui Trust Holdings Inc 1.80M (2.58%) 946.97K
Increased by +52.64%
Sep 30, 23
11 State Street Corporation 1.52M (2.18%) 27.76K
Increased by +1.83%
Sep 30, 23
12 Geode Capital Management, LLC 1.45M (2.08%) 116.00K
Increased by +7.99%
Sep 30, 23
13 Woodline Partners LP 1.18M (1.69%) 1.18M
Increased by +100.00%
Sep 30, 23
14 Nuveen Asset Management, LLC 877.43K (1.26%) -287.63K
Decreased by -32.78%
Sep 30, 23
15 D. E. Shaw & Co LP 830.44K (1.19%) -268.78K
Decreased by -32.37%
Sep 30, 23
16 Northern Trust Corp 739.16K (1.06%) 25.00K
Increased by +3.38%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 618.99K (0.89%) 15.70K
Increased by +2.54%
Sep 30, 23
18 Balyasny Asset Management LLC 529.43K (0.76%) 277.69K
Increased by +52.45%
Sep 30, 23
19 Charles Schwab Investment Management Inc 521.42K (0.75%) 41.04K
Increased by +7.87%
Sep 30, 23
20 Bank of Montreal 488.40K (0.70%) -16.40K
Decreased by -3.36%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Genomic Revolution ETF 6.49M (9.31%) 124.22K
Increased by +1.91%
Dec 28, 23
2 ARK Genomic Revolution 5.99M (8.59%) 353.97K
Increased by +5.91%
Sep 30, 23
3 JPMorgan Small Cap Growth A 2.38M (3.42%) 11.90K
Increased by +0.50%
Nov 30, 23
4 JPM Global Healthcare C (acc) USD 2.21M (3.16%) 0.00
Increased by 0.00%
Nov 30, 23
5 Vanguard Total Stock Mkt Idx Inv 2.12M (3.04%) 0.00
Increased by 0.00%
Nov 30, 23
6 Brown Advisory Small-Cap Growth Inv 1.99M (2.85%) 0.00
Increased by 0.00%
Nov 30, 23
7 iShares Russell 2000 ETF 1.82M (2.61%) 11.57K
Increased by +0.64%
Dec 29, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.03M (1.47%) 1.96K
Increased by +0.19%
Nov 30, 23
9 Nikko AM ARK Pstv Chg Innovt P JPY Acc 892.35K (1.28%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Small Cap Index 879.72K (1.26%) 2.73K
Increased by +0.31%
Nov 30, 23
11 apo Digital Health Aktien Fonds I 829.25K (1.19%) 0.00
Increased by 0.00%
Nov 30, 23
12 Principal SmallCap Growth I Instl 662.01K (0.95%) 2.05K
Increased by +0.31%
Nov 30, 23
13 Fidelity® Small Cap Index 654.77K (0.94%) 17.76K
Increased by +2.71%
Oct 31, 23
14 Bellevue (Lux) Bellevue Dgtl Hthl I2 EUR 609.40K (0.87%) -132.22K
Decreased by -21.70%
Nov 30, 23
15 iShares Russell 2000 Growth ETF 567.20K (0.81%) 0.00
Increased by 0.00%
Dec 29, 23
16 Vanguard Small Cap Growth Index Inv 491.80K (0.71%) 2.51K
Increased by +0.51%
Nov 30, 23
17 Brown Advisory US SmlrComs Dollar B Acc 491.14K (0.70%) 0.00
Increased by 0.00%
Nov 30, 23
18 JPMorgan Small Cap Blend A 432.26K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity® Extended Market Index 387.95K (0.56%) 18.66K
Increased by +4.81%
Nov 30, 23
20 State St Russell Sm/Mid Cp® Indx NL Cl C 363.85K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23