Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKG 1000.00%
2 IWP 1000.00%
3 JKD 1000.00%
4 JKE 1000.00%
5 IWR 1000.00%
6 IWF 1000.00%
7 IWD 1000.00%
8 IWB 1000.00%
9 ITOT 1000.00%
10 IMCG 1000.00%
11 IMCB 1000.00%
12 ILCG 1000.00%
13 ILCB 1000.00%
14 IBLC 1000.00%
15 IAI 1000.00%
16 IWS 1000.00%
17 IWV 1000.00%
18 IYF 1000.00%
19 IYG 1000.00%
20 IYY 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.87M (7.34%) 176.53K
Increased by +1.27%
Sep 30, 23
2 ARK Investment Management LLC 10.60M (5.61%) -1.52M
Decreased by -14.32%
Sep 30, 23
3 BlackRock Inc 8.21M (4.34%) 188.69K
Increased by +2.30%
Sep 30, 23
4 Sumitomo Mitsui Trust Holdings Inc 7.91M (4.18%) -1.26M
Decreased by -15.91%
Sep 30, 23
5 Nikko Asset Management Americas Inc 7.56M (4.00%) -1.23M
Decreased by -16.22%
Sep 30, 23
6 Paradigm Operations LP 4.52M (2.39%) 0.00
Increased by 0.00%
Sep 30, 23
7 State Street Corporation 3.87M (2.05%) 234.31K
Increased by +6.06%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 3.28M (1.74%) 511.40K
Increased by +15.59%
Sep 30, 23
9 FMR Inc 2.85M (1.51%) 2.24M
Increased by +78.60%
Sep 30, 23
10 Geode Capital Management, LLC 2.60M (1.38%) 88.47K
Increased by +3.40%
Sep 30, 23
11 AH Equity Partners LSV I, L.L.C. 2.26M (1.20%) 0.00
Increased by 0.00%
Sep 30, 23
12 Two Sigma Advisers, LLC 2.15M (1.14%) 523.94K
Increased by +24.41%
Sep 30, 23
13 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.65M (0.87%) -261.19K
Decreased by -15.82%
Sep 30, 23
14 Renaissance Technologies Corp 1.13M (0.60%) -1.93M
Decreased by -170.50%
Sep 30, 23
15 Sozo Ventures GP II, L.P. 1.09M (0.57%) 0.00
Increased by 0.00%
Sep 30, 23
16 IDG Technology Venture Investment IV LLC 1.07M (0.56%) -642.89K
Decreased by -60.25%
Sep 30, 23
17 Citadel Advisors Llc 976.42K (0.52%) 729.39K
Increased by +74.70%
Sep 30, 23
18 Northern Trust Corp 897.17K (0.47%) 37.02K
Increased by +4.13%
Sep 30, 23
19 Connor Clark & Lunn Inv Mgmt Ltd 733.18K (0.39%) 430.55K
Increased by +58.72%
Sep 30, 23
20 Banco Bilbao Vizcaya Argentaria SA 684.08K (0.36%) -4.08K
Decreased by -0.60%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Innovation ETF 5.99M (3.17%) 16.74K
Increased by +0.28%
Dec 28, 23
2 ARK Disruptive Innovation Full Composite 5.93M (3.14%) -1.16M
Decreased by -19.54%
Dec 31, 23
3 Vanguard Total Stock Mkt Idx Inv 4.76M (2.52%) 5.77K
Increased by +0.12%
Nov 30, 23
4 Vanguard Mid Cap Index Institutional 3.05M (1.62%) 4.15K
Increased by +0.14%
Nov 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 2.45M (1.30%) 41.20K
Increased by +1.68%
Nov 30, 23
6 Nikko AM ARK Disruptive Innovation A USD 2.18M (1.15%) -60.76K
Decreased by -2.79%
Nov 30, 23
7 Global FinTech Stock Mother 1.87M (0.99%) 27.67K
Increased by +1.48%
Jun 7, 23
8 Nikko AM ARK Pstv Chg Innovt P JPY Acc 1.75M (0.92%) -312.80K
Decreased by -17.90%
Nov 30, 23
9 ARK Next Generation Internet 1.46M (0.77%) -255.44K
Decreased by -17.45%
Sep 30, 23
10 Vanguard Growth Index Investor 1.34M (0.71%) 7.13K
Increased by +0.53%
Nov 30, 23
11 ARK Next Generation Internet ETF 1.15M (0.61%) -148.88K
Decreased by -12.91%
Dec 28, 23
12 Vanguard Mid-Cap Growth ETF 1.06M (0.56%) 3.18K
Increased by +0.30%
Nov 30, 23
13 State St Russell Sm/Mid Cp® Indx NL Cl C 1.01M (0.53%) 48.90K
Increased by +4.84%
Dec 31, 23
14 ARK Fintech Innovation ETF 942.04K (0.50%) 0.00
Increased by 0.00%
Dec 28, 23
15 Fidelity® Extended Market Index 910.55K (0.48%) 9.58K
Increased by +1.05%
Nov 30, 23
16 Fidelity® Contrafund® 801.52K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
17 Contrarius Global Equity Investor 608.49K (0.32%) -181.53K
Decreased by -29.83%
Sep 30, 23
18 Fidelity Global Innovators Cl F 590.63K (0.31%) 1.07K
Increased by +0.18%
Sep 30, 23
19 iShares Russell Mid-Cap ETF 492.90K (0.26%) -372.00
Decreased by -0.08%
Dec 29, 23
20 Fidelity® Mid Cap Index 481.46K (0.25%) 4.66K
Increased by +0.97%
Nov 30, 23