Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDOC 3.17%
2 ARKG 3.16%
3 FBT 2.83%
4 PBE 2.51%
5 GNOM 2.35%
6 HTEC 1.57%
7 PSCH 1.46%
8 PTH 1.41%
9 THNQ 1.40%
10 CAFG 1.22%
11 FMED 1.19%
12 SMCP 1.13%
13 EKG 1.10%
14 ARKK 1.07%
15 TMAT 1.02%
16 HELX 1.00%
17 WDNA 0.89%
18 JSML 0.83%
19 SAWS 0.80%
20 JSMD 0.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 13.05M (16.52%) 5.32M
Increased by +40.79%
Sep 30, 25
2 Vanguard Group Inc 8.50M (10.76%) -77.00
Decreased by -0.00%
Dec 31, 25
3 Artisan Partners Limited Partnership 6.26M (7.93%) -1.11M
Decreased by -17.68%
Dec 31, 25
4 FMR Inc 5.74M (7.26%) -1.06M
Decreased by -18.43%
Dec 31, 25
5 State Street Corporation 4.33M (5.48%) 1.22M
Increased by +28.16%
Mar 31, 24
6 State Street Corp 4.20M (5.31%) 1.03M
Increased by +24.53%
Sep 30, 25
7 ARK Investment Management LLC 3.89M (4.92%) -578.23K
Decreased by -14.87%
Dec 31, 25
8 Sumitomo Mitsui Trust Holdings Inc 3.18M (4.03%) -165.84K
Decreased by -5.21%
Jun 30, 24
9 Dimensional Fund Advisors, Inc. 2.80M (3.54%) -317.69K
Decreased by -11.34%
Dec 31, 25
10 Fuller & Thaler Asset Management Inc 2.76M (3.50%) 2.76M
Increased by +100.00%
Dec 31, 25
11 Nikko Asset Management Americas Inc 2.26M (2.86%) -231.50K
Decreased by -10.23%
Mar 31, 25
12 Wellington Management Company LLP 2.04M (2.58%) -1.34M
Decreased by -65.65%
Dec 31, 25
13 Geode Capital Management, LLC 1.90M (2.41%) 9.43K
Increased by +0.50%
Dec 31, 25
14 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 1.56M (1.98%) -984.29K
Decreased by -63.04%
Dec 31, 25
15 Goldman Sachs Group Inc 1.55M (1.96%) 499.83K
Increased by +32.28%
Jun 30, 25
16 Sumitomo Mitsui Trust Group Inc 1.48M (1.88%) -165.09K
Decreased by -11.14%
Sep 30, 25
17 Driehaus Capital Management LLC 1.35M (1.71%) 167.60K
Increased by +12.40%
Mar 31, 25
18 The Goldman Sachs Group Inc 1.34M (1.70%) -208.31K
Decreased by -15.54%
Sep 30, 25
19 Bank of America Corp 1.30M (1.65%) -218.02K
Decreased by -16.75%
Sep 30, 25
20 First Trust Advisors L.P. 1.28M (1.62%) -41.46K
Decreased by -3.23%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 4.79M (6.06%) 4.79M
Increased by +100.00%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 2.49M (3.16%) 5.73K
Increased by +0.23%
Feb 28, 26
3 ARK Disruptive Innovation Full Composite 2.47M (3.13%) -491.37K
Decreased by -19.89%
Dec 31, 25
4 Vanguard US Total Market Shares ETF 2.46M (3.12%) 2.69K
Increased by +0.11%
Sep 30, 24
5 ARK Innovation ETF 2.12M (2.68%) 10.66K
Increased by +0.50%
Feb 28, 26
6 First Trust NYSE Arca Biotech ETF 1.94M (2.45%) 8.49K
Increased by +0.44%
Feb 26, 26
7 iShares Russell 2000 ETF 1.91M (2.42%) 359.94K
Increased by +18.83%
Feb 28, 26
8 Vanguard Small Cap Index 1.79M (2.27%) 3.82K
Increased by +0.21%
Feb 28, 26
9 BMO Low Volatility Canadian Eq ETF F 1.72M (2.18%) 1.72M
Increased by +100.00%
Jun 30, 24
10 Vanguard Explorer Inv 1.61M (2.03%) -902.93K
Decreased by -56.16%
Dec 31, 25
11 Champlain Small Company Fund, LLC 1.51M (1.91%) -297.59K
Decreased by -19.75%
Oct 31, 24
12 State Street® SPDR® S&P® Biotech ETF 1.45M (1.83%) 7.97K
Increased by +0.55%
Feb 28, 26
13 SPDR® S&P Biotech ETF 1.33M (1.68%) 2.96K
Increased by +0.22%
Aug 31, 25
14 Artisan Mid Cap Investor 1.32M (1.67%) -210.93K
Decreased by -16.01%
Dec 31, 25
15 Artisan U.S. Mid-Cap Growth 1.32M (1.67%) -210.93K
Decreased by -16.01%
Dec 31, 25
16 ARK Genomic Revolution ETF 1.13M (1.44%) 49.82K
Increased by +4.39%
Feb 28, 26
17 Nikko AM ARK Disruptive Innovation A USD 1.08M (1.37%) -36.34K
Decreased by -3.37%
Jun 30, 25
18 ARK Genomic Revolution 1.05M (1.33%) -53.23K
Decreased by -5.05%
Dec 31, 25
19 Amova ARK Disruptive Innovation A USD 1.03M (1.31%) -47.78K
Decreased by -4.63%
Jul 31, 25
20 Fidelity Select Health Care 1.00M (1.27%) 0.00
Increased by 0.00%
Jan 31, 26