Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IBB 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IYY 1000.00%
5 IYH 1000.00%
6 IWV 1000.00%
7 IWS 1000.00%
8 IWR 1000.00%
9 IWP 1000.00%
10 IWF 1000.00%
11 IWD 1000.00%
12 IWB 1000.00%
13 ITOT 1000.00%
14 ISCV 1000.00%
15 ISCG 1000.00%
16 ISCB 1000.00%
17 SGDJ 4.22%
18 SGDM 4.04%
19 GOAU 2.90%
20 GNOM 2.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 12.67M (12.47%) 4.57M
Increased by +36.04%
Sep 30, 23
2 Vanguard Group Inc 8.90M (8.76%) 354.92K
Increased by +3.99%
Sep 30, 23
3 Baillie Gifford & Co Limited. 8.34M (8.21%) -163.35K
Decreased by -1.96%
Sep 30, 23
4 BlackRock Inc 5.49M (5.40%) 83.34K
Increased by +1.52%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 4.35M (4.28%) -1.30M
Decreased by -29.84%
Sep 30, 23
6 Sands Capital Management, LLC 3.99M (3.92%) -134.80K
Decreased by -3.38%
Sep 30, 23
7 Brown Capital Management, LLC 3.08M (3.03%) 3.52K
Increased by +0.11%
Sep 30, 23
8 ARK Investment Management LLC 2.99M (2.95%) -120.09K
Decreased by -4.01%
Sep 30, 23
9 T. Rowe Price Associates, Inc. 2.69M (2.65%) 30.13K
Increased by +1.12%
Sep 30, 23
10 Amvescap Plc. 2.23M (2.19%) 354.68K
Increased by +15.93%
Sep 30, 23
11 Nikko Asset Management Americas Inc 1.72M (1.69%) -47.16K
Decreased by -2.74%
Sep 30, 23
12 Sumitomo Mitsui Trust Holdings Inc 1.72M (1.69%) -47.16K
Decreased by -2.74%
Sep 30, 23
13 Generation Investment Management LLP 1.54M (1.51%) -476.53K
Decreased by -30.97%
Sep 30, 23
14 RTW INVESTMENTS, LLC 1.52M (1.50%) 57.00K
Increased by +3.75%
Sep 30, 23
15 Geode Capital Management, LLC 1.52M (1.50%) 84.24K
Increased by +5.55%
Sep 30, 23
16 State Street Corporation 1.46M (1.44%) 28.10K
Increased by +1.92%
Sep 30, 23
17 Point72 Asset Management, L.P. 1.35M (1.33%) -255.75K
Decreased by -18.98%
Sep 30, 23
18 Credit Suisse First Boston (CSFB) 1.34M (1.32%) -83.19K
Decreased by -6.22%
Sep 30, 23
19 JPMorgan Chase & Co 1.23M (1.21%) -111.17K
Decreased by -9.02%
Sep 30, 23
20 SRS Investment Management, LLC 1.05M (1.03%) -1.12M
Decreased by -107.21%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.93M (2.88%) 4.11K
Increased by +0.14%
Nov 30, 23
2 ARK Innovation ETF 2.74M (2.70%) 7.65K
Increased by +0.28%
Dec 28, 23
3 ARK Disruptive Innovation Full Composite 2.71M (2.67%) 700.26K
Increased by +25.84%
Dec 31, 23
4 Vanguard Small Cap Index 2.41M (2.37%) 7.37K
Increased by +0.31%
Nov 30, 23
5 Fidelity Select Health Care 2.36M (2.32%) 15.33K
Increased by +0.65%
Nov 30, 23
6 Select Health Care 2.35M (2.31%) 40.05K
Increased by +1.71%
Oct 31, 23
7 Select Medical Tech and Devcs 2.26M (2.23%) 10.83K
Increased by +0.48%
Nov 30, 23
8 Fidelity® Growth Company 2.14M (2.11%) 0.00
Increased by 0.00%
Nov 30, 23
9 Scottish Mortgage Ord 1.79M (1.76%) 1.02K
Increased by +0.06%
Nov 30, 23
10 Brown Capital Mgmt Small Co Inv 1.65M (1.63%) 0.00
Increased by 0.00%
Sep 30, 23
11 Fidelity Advisor® Health Care I 1.59M (1.57%) 9.90K
Increased by +0.62%
Nov 30, 23
12 Vanguard Institutional Extnd Mkt Idx Tr 1.50M (1.48%) 24.85K
Increased by +1.65%
Nov 30, 23
13 Fidelity Growth Compy Commingled Pl O 1.36M (1.33%) 12.19K
Increased by +0.90%
Nov 30, 23
14 Baillie Gifford US Equity Growth 1.35M (1.33%) 0.00
Increased by 0.00%
Nov 30, 23
15 Vanguard US Growth Investor 1.35M (1.33%) -77.40K
Decreased by -5.73%
Sep 30, 23
16 Vanguard Small Cap Growth Index Inv 1.35M (1.33%) 6.93K
Increased by +0.51%
Nov 30, 23
17 Nikko AM ARK Disruptive Innovation A USD 1.23M (1.21%) 164.12K
Increased by +13.36%
Nov 30, 23
18 T. Rowe Price Health Sciences 1.22M (1.20%) -40.54K
Decreased by -3.31%
Sep 30, 23
19 CS (Lux) Digital Health Equity SB USD 1.13M (1.11%) -130.00K
Decreased by -11.50%
Dec 31, 23
20 ARK Genomic Revolution 1.05M (1.04%) 356.34K
Increased by +33.78%
Dec 31, 23