Top 20 ETF Stock Exposure

Rank ETF Shares Market Value Weight % in ETF
1 IWC 14.79K 28.09K 0.00%
2 DFAC 6.47K 12.36K 0.00%

Top 20 Institutional Holders

Rank Holder Shares Change Date reported
1 BARD ASSOCIATES INC 329.23K 650.00
Increased by +0.20%
Jun 30, 23
2 VANGUARD GROUP INC 199.22K 0.00
Increased by 0.00%
Jun 30, 23
3 GEODE CAPITAL MANAGEMENT, LLC 120.26K 47.73K
Increased by +39.69%
Jun 30, 23
4 RENAISSANCE TECHNOLOGIES LLC 96.28K 96.28K
Increased by +100.00%
Jun 30, 23
5 CITADEL ADVISORS LLC 60.35K 39.20K
Increased by +64.96%
Jun 30, 23
6 STATE STREET CORP 28.20K 0.00
Increased by 0.00%
Jun 30, 23
7 DIMENSIONAL FUND ADVISORS LP 23.27K 9.58K
Increased by +41.18%
Jun 30, 23
8 THOMPSON DAVIS & CO., INC. 22.00K 22.00K
Increased by +100.00%
Jun 30, 23
9 BLACKROCK INC. 16.59K 16.59K
Increased by +100.00%
Jun 30, 23
10 NORTHERN TRUST CORP 12.65K 0.00
Increased by 0.00%
Jun 30, 23
11 BURLESON & COMPANY, LLC 6.80K -20.00K
Decreased by -294.12%
Dec 31, 22
12 TOWER RESEARCH CAPITAL LLC (TRC) 3.75K -887.00
Decreased by -23.63%
Jun 30, 23
13 CORNERSTONE PLANNING GROUP LLC 3.65K 3.65K
Increased by +100.00%
Jun 30, 23
14 ADVISOR GROUP HOLDINGS, INC. 3.33K 0.00
Increased by 0.00%
Jun 30, 23
15 RIDGEWOOD INVESTMENTS LLC 510.00 510.00
Increased by +100.00%
Jun 30, 23
16 WEALTHPLAN PARTNERS, LLC 500.00 0.00
Increased by 0.00%
Jun 30, 23
17 GLOBAL RETIREMENT PARTNERS, LLC 420.00 0.00
Increased by 0.00%
Jun 30, 23
18 IFP ADVISORS, INC 100.00 0.00
Increased by 0.00%
Jun 30, 23
19 WELLS FARGO & COMPANY/MN 49.00 2.00
Increased by +4.08%
Jun 30, 23
20 JANE STREET GROUP, LLC 0.00 -12.41K
Decreased by N/A%
Jun 30, 23

Top 20 Mutual Fund Holders

Rank Holder Shares Change Date reported
1 VANGUARD INDEX FUNDS 199.22K 0.00
Increased by 0.00%
Mar 31, 23
2 UNIFIED SERIES TRUST 50.00K 0.00
Increased by 0.00%
Apr 30, 23
3 DFA INVESTMENT DIMENSIONS GROUP INC 7.22K 6.91K
Increased by +95.73%
Apr 30, 23
4 Dimensional ETF Trust 6.47K 0.00
Increased by 0.00%
Apr 30, 23
5 EQ ADVISORS TRUST 674.00 0.00
Increased by 0.00%
Mar 31, 23