Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 IWV 1000.00%
3 IWO 1000.00%
4 IWN 1000.00%
5 IWM 1000.00%
6 ATFV 2.03%
7 FITE 0.31%
8 AVSC 0.02%
9 VGT 0.01%
10 VTWV 0.01%
11 VTWO 0.01%
12 RYLD 0.01%
13 SCHA 0.01%
14 UWM 0.01%
15 URTY 0.00%
16 DFAT 0.00%
17 HDG 0.00%
18 DFAS 0.00%
19 SCHB 0.00%
20 DFUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ARK Investment Management LLC 4.01M (16.66%) 40.55K
Increased by +1.01%
Sep 30, 23
2 Ameriprise Financial Inc 1.88M (7.79%) -2.90K
Decreased by -0.15%
Sep 30, 23
3 Granahan Investment Management Inc.. 1.84M (7.65%) 57.54K
Increased by +3.12%
Sep 30, 23
4 Vanguard Group Inc 1.71M (7.10%) -18.34K
Decreased by -1.07%
Sep 30, 23
5 BlackRock Inc 1.69M (7.03%) -36.19K
Decreased by -2.14%
Sep 30, 23
6 Eventide Asset Management, LLC 1.43M (5.94%) 0.00
Increased by 0.00%
Sep 30, 23
7 Fred Alger Management, LLC 1.33M (5.53%) -455.37K
Decreased by -34.20%
Sep 30, 23
8 Iron Triangle Partners LP 980.46K (4.07%) 80.46K
Increased by +8.21%
Sep 30, 23
9 Junked Platinum Investment Management Ltd 834.82K (3.47%) -40.62K
Decreased by -4.87%
Sep 30, 23
10 State Street Corporation 633.50K (2.63%) 5.84K
Increased by +0.92%
Sep 30, 23
11 Nikko Asset Management Americas Inc 629.99K (2.62%) 18.49K
Increased by +2.94%
Sep 30, 23
12 Sumitomo Mitsui Trust Holdings Inc 629.99K (2.62%) 18.49K
Increased by +2.94%
Sep 30, 23
13 Tao Capital Management LP 568.98K (2.36%) 0.00
Increased by 0.00%
Sep 30, 23
14 Awm Investment Company Inc 561.51K (2.33%) 561.51K
Increased by +100.00%
Sep 30, 23
15 Geode Capital Management, LLC 480.77K (2.00%) 11.06K
Increased by +2.30%
Sep 30, 23
16 Sands Capital Ventures, LLC 237.26K (0.98%) 0.00
Increased by 0.00%
Sep 30, 23
17 Northern Trust Corp 184.94K (0.77%) 8.58K
Increased by +4.64%
Sep 30, 23
18 Charles Schwab Investment Management Inc 169.70K (0.70%) 7.99K
Increased by +4.71%
Sep 30, 23
19 TANG CAPITAL MANAGEMENT LLC 100.00K (0.42%) 0.00
Increased by 0.00%
Sep 30, 23
20 Nuveen Asset Management, LLC 94.21K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Genomic Revolution 4.31M (17.88%) 329.64K
Increased by +7.65%
Dec 31, 23
2 ARK Genomic Revolution ETF 4.15M (17.21%) 79.38K
Increased by +1.91%
Dec 28, 23
3 Columbia Small Cap Growth 1.50M (6.21%) 11.37K
Increased by +0.76%
Oct 31, 23
4 Columbia Small Cap Growth Inst 1.50M (6.21%) 0.00
Increased by 0.00%
Nov 30, 23
5 Columbia Small Cap Growth SMA Cmp 1.50M (6.21%) 11.37K
Increased by +0.76%
Oct 31, 23
6 Eventide Healthcare & Life Sciences I 1.43M (5.94%) 0.00
Increased by 0.00%
Sep 30, 23
7 Vanguard Total Stock Mkt Idx Inv 758.13K (3.15%) 0.00
Increased by 0.00%
Nov 30, 23
8 iShares Russell 2000 ETF 581.65K (2.41%) 3.70K
Increased by +0.64%
Dec 29, 23
9 Vanguard Information Technology ETF 495.87K (2.06%) 26.86K
Increased by +5.42%
Nov 30, 23
10 M&G (ACS) Granahan US Sm Cp Gr GBPZ1AAcc 487.13K (2.02%) 27.18K
Increased by +5.58%
Sep 30, 23
11 Alger Small Cap Growth B 456.17K (1.89%) 0.00
Increased by 0.00%
Oct 31, 23
12 JNL Multi-Manager Small Cap Growth A 378.63K (1.57%) 9.25K
Increased by +2.44%
Sep 30, 23
13 Vanguard Institutional Extnd Mkt Idx Tr 328.81K (1.36%) 23.57K
Increased by +7.17%
Nov 30, 23
14 Granahan Inv Mgt Sm-Cap Core Gr 303.27K (1.26%) 50.95K
Increased by +16.80%
Dec 31, 23
15 Alger Dynamic Opportunities Composite 278.73K (1.16%) -63.07K
Decreased by -22.63%
Aug 31, 23
16 BlackRock Health Sciences Term Trust 274.08K (1.14%) 0.00
Increased by 0.00%
Nov 30, 23
17 Columbia VP Small Company Growth 1 270.48K (1.12%) 0.00
Increased by 0.00%
Nov 30, 23
18 Victory Small Cap Stock 251.47K (1.04%) 14.40K
Increased by +5.73%
Sep 30, 23
19 Alger Dynamic Opportunities A 244.93K (1.02%) -33.80K
Decreased by -13.80%
Sep 30, 23
20 SPDR® S&P Kensho New Economies Comps ETF 218.68K (0.91%) -54.00
Decreased by -0.02%
Nov 30, 23