Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IGM 1000.00%
2 ISCB 1000.00%
3 IWO 1000.00%
4 IWV 1000.00%
5 JKJ 1000.00%
6 JKK 1000.00%
7 ISCG 1000.00%
8 ITOT 1000.00%
9 IWFH 1000.00%
10 IWM 1000.00%
11 WCEO 1.41%
12 ISCF 0.17%
13 SMLF 0.13%
14 IXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 ARK Investment Management LLC 10.55M (12.03%) 174.90K
Increased by +1.66%
Sep 30, 23
2 Vanguard Group Inc 9.80M (11.17%) 536.76K
Increased by +5.48%
Sep 30, 23
3 BlackRock Inc 7.37M (8.40%) -163.22K
Decreased by -2.21%
Sep 30, 23
4 Nikko Asset Management Americas Inc 4.48M (5.11%) -108.89K
Decreased by -2.43%
Sep 30, 23
5 Sumitomo Mitsui Trust Holdings Inc 4.48M (5.11%) -108.89K
Decreased by -2.43%
Sep 30, 23
6 RGM Capital LLC 4.27M (4.86%) 58.90K
Increased by +1.38%
Sep 30, 23
7 ClearBridge Advisors, LLC 4.09M (4.66%) 206.27K
Increased by +5.04%
Sep 30, 23
8 Fidelity International Ltd 3.58M (4.08%) 3.58M
Increased by +99.98%
Sep 30, 23
9 HHG PLC 3.18M (3.63%) -971.12K
Decreased by -30.50%
Sep 30, 23
10 State Street Corporation 2.01M (2.29%) 78.35K
Increased by +3.89%
Sep 30, 23
11 Geode Capital Management, LLC 1.81M (2.06%) 182.84K
Increased by +10.12%
Sep 30, 23
12 Citadel Advisors Llc 1.50M (1.71%) 772.90K
Increased by +51.45%
Sep 30, 23
13 Renaissance Technologies Corp 1.48M (1.69%) -137.80K
Decreased by -9.30%
Sep 30, 23
14 Massachusetts Financial Services Company 1.43M (1.63%) 1.43M
Increased by +100.00%
Sep 30, 23
15 Goldman Sachs Group Inc 1.38M (1.57%) 417.80K
Increased by +30.24%
Sep 30, 23
16 American Century Companies Inc 1.37M (1.56%) -251.06K
Decreased by -18.30%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 1.24M (1.42%) -56.32K
Decreased by -4.53%
Sep 30, 23
18 Allspring Global Investments Holdings, LLC 922.21K (1.05%) -118.39K
Decreased by -12.84%
Sep 30, 23
19 Northern Trust Corp 873.45K (1.00%) 58.95K
Increased by +6.75%
Sep 30, 23
20 Jennison Associates LLC 857.63K (0.98%) -8.32K
Decreased by -0.97%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Innovation ETF 9.08M (10.35%) -10.20K
Decreased by -0.11%
Dec 28, 23
2 ARK Disruptive Innovation Full Composite 8.97M (10.22%) 980.92K
Increased by +10.94%
Dec 31, 23
3 Fidelity Global Technology A-Dis-EUR 3.26M (3.72%) 2.81K
Increased by +0.09%
Nov 30, 23
4 ClearBridge Small Cap Growth A 3.23M (3.69%) 160.90K
Increased by +4.97%
Sep 30, 23
5 ClearBridge Small Cap Growth 3.20M (3.64%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Total Stock Mkt Idx Inv 2.59M (2.95%) 4.47K
Increased by +0.17%
Nov 30, 23
7 Janus Henderson Triton D 2.51M (2.86%) -206.87K
Decreased by -8.24%
Sep 30, 23
8 Janus Henderson US SMID Cap Growth 2.51M (2.86%) -206.87K
Decreased by -8.24%
Sep 30, 23
9 iShares Russell 2000 ETF 2.43M (2.77%) 15.48K
Increased by +0.64%
Dec 29, 23
10 Vanguard Small Cap Index 2.15M (2.45%) 6.60K
Increased by +0.31%
Nov 30, 23
11 Nikko AM ARK Disruptive Innovation A USD 1.90M (2.17%) 0.00
Increased by 0.00%
Nov 30, 23
12 ARK Next Generation Internet ETF 1.52M (1.73%) -43.12K
Decreased by -2.84%
Dec 28, 23
13 ARK Next Generation Internet 1.46M (1.66%) 33.30K
Increased by +2.28%
Sep 30, 23
14 Vanguard Information Technology ETF 1.41M (1.61%) 24.27K
Increased by +1.72%
Nov 30, 23
15 Vanguard Institutional Extnd Mkt Idx Tr 1.32M (1.50%) 10.03K
Increased by +0.76%
Nov 30, 23
16 MFS New Discovery I 1.30M (1.49%) 0.00
Increased by 0.00%
Nov 30, 23
17 American Century Growth Inv 1.29M (1.47%) -258.38K
Decreased by -19.99%
Sep 30, 23
18 American Century U.S. Large Cap Growth 1.29M (1.47%) -258.38K
Decreased by -19.99%
Sep 30, 23
19 Vanguard Small Cap Growth Index Inv 1.21M (1.37%) 6.10K
Increased by +0.51%
Nov 30, 23
20 Nikko AM ARK Pstv Chg Innovt P JPY Acc 949.04K (1.08%) 0.00
Increased by 0.00%
Nov 30, 23