Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 1000.00%
2 JKK 1000.00%
3 JKJ 1000.00%
4 IBB 1000.00%
5 ISCB 1000.00%
6 ISCG 1000.00%
7 ITOT 1000.00%
8 IWC 1000.00%
9 IWM 1000.00%
10 IWV 1000.00%
11 XDNA 4.35%
12 MOON 2.28%
13 BBC 0.73%
14 GNOM 0.65%
15 ARKK 0.50%
16 XBI 0.49%
17 BTEC 0.23%
18 KOMP 0.13%
19 LABU 0.08%
20 AVSC 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Alphabet Inc 10.55M (21.57%) 0.00
Increased by 0.00%
Sep 30, 23
2 FMR Inc 6.58M (13.45%) 531.18K
Increased by +8.08%
Sep 30, 23
3 ARK Investment Management LLC 5.20M (10.64%) 49.72K
Increased by +0.96%
Sep 30, 23
4 Vanguard Group Inc 4.83M (9.88%) 741.75K
Increased by +15.35%
Sep 30, 23
5 BlackRock Inc 4.00M (8.18%) 151.70K
Increased by +3.79%
Sep 30, 23
6 State Street Corporation 3.28M (6.70%) 214.15K
Increased by +6.53%
Sep 30, 23
7 Casdin Capital, LLC 2.95M (6.04%) 594.14K
Increased by +20.11%
Sep 30, 23
8 Federated Hermes Inc 2.53M (5.18%) 129.73K
Increased by +5.12%
Sep 30, 23
9 JPMorgan Chase & Co 2.51M (5.12%) 666.91K
Increased by +26.61%
Sep 30, 23
10 Nikko Asset Management Americas Inc 2.15M (4.39%) -38.61K
Decreased by -1.80%
Sep 30, 23
11 Sumitomo Mitsui Trust Holdings Inc 2.15M (4.39%) -38.61K
Decreased by -1.80%
Sep 30, 23
12 T. Rowe Price Investment Management,Inc. 2.11M (4.31%) 3.94K
Increased by +0.19%
Sep 30, 23
13 ARCH VENTURE CORP 2.01M (4.11%) 0.00
Increased by 0.00%
Sep 30, 23
14 Baker Bros Advisors LP 1.42M (2.90%) 0.00
Increased by 0.00%
Sep 30, 23
15 Geode Capital Management, LLC 1.05M (2.15%) 96.15K
Increased by +9.13%
Sep 30, 23
16 MPM Oncology Impact Management LP 857.94K (1.75%) 0.00
Increased by 0.00%
Sep 30, 23
17 Redmile Group, LLC 809.78K (1.66%) -252.18K
Decreased by -31.14%
Sep 30, 23
18 Wellington Management Company LLP 792.53K (1.62%) -183.60K
Decreased by -23.17%
Sep 30, 23
19 Bvf Inc 650.00K (1.33%) 0.00
Increased by 0.00%
Sep 30, 23
20 Woodline Partners LP 521.26K (1.07%) 126.84K
Increased by +24.33%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ARK Genomic Revolution 3.40M (6.96%) 558.95K
Increased by +16.43%
Dec 31, 23
2 ARK Innovation ETF 3.34M (6.84%) 9.35K
Increased by +0.28%
Dec 28, 23
3 ARK Disruptive Innovation Full Composite 3.31M (6.77%) 1.19M
Increased by +35.96%
Dec 31, 23
4 ARK Genomic Revolution ETF 3.27M (6.69%) 62.67K
Increased by +1.91%
Dec 28, 23
5 SPDR® S&P Biotech ETF 2.71M (5.53%) -15.68K
Decreased by -0.58%
Dec 31, 23
6 Vanguard Total Stock Mkt Idx Inv 1.85M (3.78%) 356.90K
Increased by +19.33%
Nov 30, 23
7 Vanguard Small Cap Index 1.53M (3.12%) 297.38K
Increased by +19.49%
Nov 30, 23
8 iShares Russell 2000 ETF 1.41M (2.88%) 8.94K
Increased by +0.64%
Dec 29, 23
9 Federated Hermes Kaufmann Growth 1.34M (2.74%) 97.40K
Increased by +7.27%
Sep 30, 23
10 Federated Hermes Kaufmann R 1.34M (2.74%) 97.40K
Increased by +7.27%
Sep 30, 23
11 Nikko AM ARK Disruptive Innovation A USD 1.20M (2.45%) -26.49K
Decreased by -2.21%
Nov 30, 23
12 Federated Hermes Kaufmann Small Cap A 1.16M (2.37%) 35.00K
Increased by +3.02%
Sep 30, 23
13 Federated Hermes Kaufmann Small Cap Grow 1.16M (2.37%) 35.00K
Increased by +3.02%
Sep 30, 23
14 FIAM Small Cap Core CIT Cl B 1.10M (2.24%) 11.80K
Increased by +1.08%
Oct 31, 23
15 FIAM Small Cap Core Composite 1.08M (2.22%) 642.92K
Increased by +59.33%
Sep 30, 23
16 Vanguard Small Cap Growth Index Inv 854.28K (1.75%) 167.30K
Increased by +19.58%
Nov 30, 23
17 JPMorgan Small Cap Growth A 765.04K (1.56%) 3.82K
Increased by +0.50%
Nov 30, 23
18 Nikko AM ARK Pstv Chg Innovt P JPY Acc 757.51K (1.55%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Institutional Extnd Mkt Idx Tr 709.73K (1.45%) 1.27K
Increased by +0.18%
Nov 30, 23
20 Fidelity Advisor® Biotechnology I 660.39K (1.35%) 114.50K
Increased by +17.34%
Nov 30, 23