Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWV 1000.00%
2 IGM 1000.00%
3 ISCB 1000.00%
4 JKJ 1000.00%
5 ITOT 1000.00%
6 IYY 1000.00%
7 IYW 1000.00%
8 IWS 1000.00%
9 ISCG 1000.00%
10 IWB 1000.00%
11 GLOF 1000.00%
12 IWD 1000.00%
13 IWF 1000.00%
14 IWP 1000.00%
15 IWR 1000.00%
16 JKK 1000.00%
17 ARKK 6.68%
18 ARKF 6.09%
19 ARKW 4.91%
20 BOTZ 4.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ARK Investment Management LLC 47.33M (11.62%) -954.51K
Decreased by -2.02%
Sep 30, 23
2 Vanguard Group Inc 37.75M (9.27%) 2.67M
Increased by +7.08%
Sep 30, 23
3 Sumitomo Mitsui Trust Holdings Inc 25.60M (6.29%) -633.77K
Decreased by -2.48%
Sep 30, 23
4 Nikko Asset Management Americas Inc 24.73M (6.07%) -607.41K
Decreased by -2.46%
Sep 30, 23
5 BlackRock Inc 24.37M (5.98%) 992.43K
Increased by +4.07%
Sep 30, 23
6 FMR Inc 16.24M (3.99%) 463.03K
Increased by +2.85%
Sep 30, 23
7 Alphabet Inc 14.07M (3.45%) 0.00
Increased by 0.00%
Sep 30, 23
8 Goldman Sachs Group Inc 11.34M (2.78%) -321.22K
Decreased by -2.83%
Sep 30, 23
9 Two Sigma Investments LLC 8.54M (2.10%) 2.83M
Increased by +33.11%
Sep 30, 23
10 Alkeon Capital Management, LLC 8.09M (1.99%) -4.69M
Decreased by -57.92%
Sep 30, 23
11 State Street Corporation 7.66M (1.88%) 250.69K
Increased by +3.27%
Sep 30, 23
12 Two Sigma Advisers, LLC 6.50M (1.60%) 3.99M
Increased by +61.44%
Sep 30, 23
13 RIMA MANAGEMENT, LLC 6.21M (1.52%) 181.72K
Increased by +2.93%
Sep 30, 23
14 Accel Growth Fund IV Associates L.L.C. 6.11M (1.50%) -1.34M
Decreased by -21.86%
Sep 30, 23
15 Geode Capital Management, LLC 5.77M (1.42%) 533.71K
Increased by +9.25%
Sep 30, 23
16 Mirae Asset Global Investments (Korea) Co Ltd 5.18M (1.27%) 11.15K
Increased by +0.22%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 4.66M (1.14%) 1.61M
Increased by +34.57%
Sep 30, 23
18 T. Rowe Price Associates, Inc. 3.83M (0.94%) -625.04K
Decreased by -16.33%
Sep 30, 23
19 Coatue Management LLC 3.47M (0.85%) 0.00
Increased by 0.00%
Sep 30, 23
20 Polygon Management Ltd 3.30M (0.81%) -29.11K
Decreased by -0.88%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Innovation ETF 27.13M (6.66%) 75.84K
Increased by +0.28%
Dec 28, 23
2 ARK Disruptive Innovation Full Composite 26.86M (6.59%) -548.53K
Decreased by -2.04%
Dec 31, 23
3 Vanguard Total Stock Mkt Idx Inv 11.27M (2.77%) 14.37K
Increased by +0.13%
Nov 30, 23
4 Vanguard Small Cap Index 9.30M (2.28%) 40.95K
Increased by +0.44%
Nov 30, 23
5 Nikko AM ARK Disruptive Innovation A USD 6.73M (1.65%) -63.53K
Decreased by -0.94%
Nov 30, 23
6 Fidelity Growth Compy Commingled Pl O 6.01M (1.47%) 31.17K
Increased by +0.52%
Nov 30, 23
7 Global FinTech Stock Mother 5.87M (1.44%) -326.55K
Decreased by -5.56%
Jun 7, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 5.83M (1.43%) 101.77K
Increased by +1.74%
Nov 30, 23
9 GS netWIN Technology Equity MF 5.28M (1.30%) 605.02K
Increased by +11.45%
May 30, 23
10 Vanguard Small Cap Growth Index Inv 5.21M (1.28%) 33.69K
Increased by +0.65%
Nov 30, 23
11 Nikko AM ARK Pstv Chg Innovt P JPY Acc 5.18M (1.27%) -50.99K
Decreased by -0.98%
Nov 30, 23
12 Global X Robotics & Artfcl Intllgnc ETF 4.97M (1.22%) 0.00
Increased by 0.00%
Dec 29, 23
13 ARK Autonomous Technology&Robotics ETF 4.52M (1.11%) 0.00
Increased by 0.00%
Dec 28, 23
14 ARK Industrial Innovation 4.52M (1.11%) -568.27K
Decreased by -12.57%
Dec 31, 23
15 Fidelity® Growth Company 4.37M (1.07%) 100.00K
Increased by +2.29%
Nov 30, 23
16 ARK Next Generation Internet 4.10M (1.01%) -48.02K
Decreased by -1.17%
Sep 30, 23
17 ARK Next Generation Internet ETF 3.80M (0.93%) -281.28K
Decreased by -7.39%
Dec 28, 23
18 Vanguard Information Technology ETF 3.18M (0.78%) -170.11K
Decreased by -5.35%
Nov 30, 23
19 ARK Fintech Innovation ETF 2.93M (0.72%) 0.00
Increased by 0.00%
Dec 28, 23
20 ARK Genomic Revolution ETF 2.92M (0.72%) 6.88K
Increased by +0.24%
Nov 30, 23