Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 SDIV 0.69%
2 SILJ 0.65%
3 ISCF 0.08%
4 SCHC 0.01%
5 VSS 0.01%
6 SCZ 0.01%
7 IPAC 0%
8 DFAI 0%
9 VPL 0%
10 VEA 0%
11 VT 0%
12 VXUS 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Geode Capital Management, LLC 37.66K (1.45%) 1.2K
Increased by +3.18%
Sep 30, 23
2 Morgan Stanley - Brokerage Accounts 5.19K (0.2%) -2K
Decreased by -38.54%
Sep 30, 23
3 UBS Group AG 244 (0.01%) 244
Increased by +100%
Sep 30, 23
4 PNC Financial Services Group Inc 150 (0.01%) 150
Increased by +100%
Sep 30, 23
5 Tower Research Capital LLC 0 (0%) -2.63K
Decreased by N/A%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Nasdaq Composite ETF 36.9K (1.42%) 0
Increased by 0%
Jan 31, 24
2 Fidelity® Nasdaq Composite ETF 36.14K (1.4%) 0
Increased by 0%
Dec 29, 23
3 Fidelity Nasdaq Composite Index 2.41K (0.09%) 0
Increased by 0%
Dec 31, 23