Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSCH 1.47%
2 XHS 1.22%
3 SQLV 0.55%
4 SSLY 0.49%
5 RZG 0.45%
6 AFSM 0.34%
7 IHF 0.32%
8 SLYG 0.31%
9 VIOG 0.26%
10 AVSC 0.23%
11 JPSE 0.22%
12 QVMS 0.18%
13 TPSC 0.18%
14 SPSM 0.16%
15 CSF 0.15%
16 CSA 0.15%
17 IWO 0.15%
18 FSMD 0.14%
19 VIOO 0.13%
20 RWJ 0.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Zuckerman Investment Group, LLC 51.44K (2.99%) 51.44K
Increased by +100.00%
Mar 31, 24
2 Vanguard Group Inc 43.96K (2.55%) 0.00
Increased by 0.00%
Mar 31, 24
3 TELEMUS CAPITAL, LLC 34.83K (2.02%) 0.00
Increased by 0.00%
Dec 31, 23
4 Wells Fargo & Co 8.35K (0.48%) 1.00
Increased by +0.01%
Dec 31, 23
5 Tower Research Capital LLC 4.04K (0.23%) 1.08K
Increased by +26.68%
Dec 31, 23
6 Bank of America Corp 167.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
7 Advisor Group Holdings, Inc. 0.00 (0.00%) -1.03K
Decreased by N/A%
Sep 30, 23
8 FMR Inc 0.00 (0.00%) -26.00
Decreased by N/A%
Dec 31, 23
9 JPMorgan Chase & Co 0.00 (0.00%) -495.00
Decreased by N/A%
Sep 30, 23
10 Morgan Stanley - Brokerage Accounts 0.00 (0.00%) -3.00
Decreased by N/A%
Dec 31, 23
11 Plante Moran Financial Advisors LP 0.00 (0.00%) -125.00
Decreased by N/A%
Jun 30, 23
12 TWO SIGMA SECURITIES, LLC 0.00 (0.00%) -10.75K
Decreased by N/A%
Dec 31, 23
13 UBS Group AG 0.00 (0.00%) -4.50K
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 43.96K (2.55%) 0.00
Increased by 0.00%
Apr 30, 24
2 Fidelity Extended Market Index 7.62K (0.44%) 0.00
Increased by 0.00%
Mar 31, 24
3 Fidelity® Extended Market Index 7.62K (0.44%) 0.00
Increased by 0.00%
Nov 30, 23
4 DFA US Small Cap I 2.77K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Nasdaq Composite Index 1.84K (0.11%) 0.00
Increased by 0.00%
Mar 31, 24
6 Fidelity Series Total Market Index 1.73K (0.10%) 0.00
Increased by 0.00%
Mar 31, 24
7 NT Ext Equity Mkt Idx Fd - L 708.00 (0.04%) 0.00
Increased by 0.00%
Mar 31, 24
8 Northern Trust Extended Eq Market Idx 708.00 (0.04%) 0.00
Increased by 0.00%
Mar 31, 24
9 SSgA U.S. Extended Market Index Class I 384.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
10 State St US Extended Mkt Indx NL Cl C 384.00 (0.02%) 0.00
Increased by 0.00%
Apr 30, 24
11 SSgA U.S. Total Market Index Strategy 111.00 (0.01%) -3.00
Decreased by -2.70%
Dec 31, 23
12 Vanguard Total Stock Mkt Idx Inv 2.00 (0.00%) 0.00
Increased by 0.00%
Nov 30, 23