Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IDNA 1000.00%
2 IWC 1000.00%
3 ITOT 1000.00%
4 ISCG 1000.00%
5 ISCB 1000.00%
6 IBB 1000.00%
7 JKK 1000.00%
8 JKJ 1000.00%
9 IWV 1000.00%
10 IWO 1000.00%
11 IWN 1000.00%
12 IWM 1000.00%
13 PTH 2.55%
14 GERM 1.44%
15 BBC 0.96%
16 JFWD 0.79%
17 SBIO 0.59%
18 XBI 0.47%
19 BTEC 0.28%
20 BFOR 0.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Federated Hermes Inc 4.71M (19.36%) -66.99K
Decreased by -1.42%
Sep 30, 23
2 BlackRock Inc 2.14M (8.78%) 145.47K
Increased by +6.80%
Sep 30, 23
3 ARK Investment Management LLC 1.90M (7.81%) -5.45K
Decreased by -0.29%
Sep 30, 23
4 State Street Corporation 1.67M (6.85%) -316.24K
Decreased by -18.96%
Sep 30, 23
5 Vanguard Group Inc 1.41M (5.78%) -221.57K
Decreased by -15.75%
Sep 30, 23
6 Nikko Asset Management Americas Inc 1.39M (5.70%) -16.36K
Decreased by -1.18%
Sep 30, 23
7 Sumitomo Mitsui Trust Holdings Inc 1.39M (5.70%) -16.36K
Decreased by -1.18%
Sep 30, 23
8 Woodline Partners LP 1.07M (4.40%) 0.00
Increased by 0.00%
Sep 30, 23
9 Dimensional Fund Advisors, Inc. 973.84K (4.00%) 278.99K
Increased by +28.65%
Sep 30, 23
10 FMR Inc 940.28K (3.86%) 74.08K
Increased by +7.88%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 573.63K (2.36%) 365.21K
Increased by +63.67%
Sep 30, 23
12 Geode Capital Management, LLC 512.17K (2.10%) 16.99K
Increased by +3.32%
Sep 30, 23
13 Granahan Investment Management Inc.. 398.86K (1.64%) 398.86K
Increased by +100.00%
Sep 30, 23
14 Goldman Sachs Group Inc 345.49K (1.42%) -32.24K
Decreased by -9.33%
Sep 30, 23
15 Point72 Asset Management, L.P. 335.28K (1.38%) 330.88K
Increased by +98.69%
Sep 30, 23
16 JPMorgan Chase & Co 327.65K (1.35%) -10.87K
Decreased by -3.32%
Sep 30, 23
17 Portolan Capital Management, LLC 276.50K (1.14%) 276.50K
Increased by +100.00%
Sep 30, 23
18 Northern Trust Corp 228.76K (0.94%) 910.00
Increased by +0.40%
Sep 30, 23
19 Tri Locum Partners LP 208.89K (0.86%) 208.89K
Increased by +100.00%
Sep 30, 23
20 Jupiter Asset Management Limited 194.78K (0.80%) 194.78K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Federated Hermes Kaufmann Growth 2.45M (10.07%) -23.98K
Decreased by -0.98%
Sep 30, 23
2 Federated Hermes Kaufmann R 2.45M (10.07%) -23.98K
Decreased by -0.98%
Sep 30, 23
3 Federated Hermes Kaufmann Small Cap A 2.20M (9.03%) -31.98K
Decreased by -1.45%
Sep 30, 23
4 Federated Hermes Kaufmann Small Cap Grow 2.20M (9.03%) -31.98K
Decreased by -1.45%
Sep 30, 23
5 ARK Genomic Revolution 2.03M (8.34%) 145.25K
Increased by +7.15%
Dec 31, 23
6 ARK Genomic Revolution ETF 1.95M (8.03%) 37.42K
Increased by +1.92%
Dec 28, 23
7 Nikko AM ARK Pstv Chg Innovt P JPY Acc 1.19M (4.89%) -14.85K
Decreased by -1.25%
Nov 30, 23
8 SPDR® S&P Biotech ETF 1.00M (4.12%) -5.81K
Decreased by -0.58%
Dec 31, 23
9 Fidelity® Select Biotechnology 831.93K (3.42%) -72.70K
Decreased by -8.74%
Nov 30, 23
10 Vanguard Total Stock Mkt Idx Inv 716.97K (2.95%) 0.00
Increased by 0.00%
Nov 30, 23
11 iShares Russell 2000 ETF 629.28K (2.59%) 4.00K
Increased by +0.64%
Dec 29, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 351.20K (1.44%) 617.00
Increased by +0.18%
Nov 30, 23
13 JPM Thematics Genetic Thrps C2 Acc USD 287.62K (1.18%) -5.07K
Decreased by -1.76%
Dec 31, 23
14 Fidelity® Small Cap Index 224.78K (0.92%) 6.32K
Increased by +2.81%
Oct 31, 23
15 DFA US Targeted Value I 219.12K (0.90%) -11.14K
Decreased by -5.08%
Nov 30, 23
16 iShares Russell 2000 Value ETF 202.66K (0.83%) 378.00
Increased by +0.19%
Dec 29, 23
17 iShares Biotechnology ETF 181.25K (0.74%) -165.00
Decreased by -0.09%
Dec 29, 23
18 DFA US Small Cap I 163.13K (0.67%) 0.00
Increased by 0.00%
Nov 30, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 142.50K (0.59%) -3.70K
Decreased by -2.60%
Dec 31, 23
20 Strategic Advisers® Small-Mid Cap 142.25K (0.58%) -9.72K
Decreased by -6.83%
Oct 31, 23