Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LMLB 9.37%
2 DVDN 6.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Morgan Stanley - Brokerage Accounts 277.25K (1.26%) -9.52K
Decreased by -3.43%
 Dec 31, 22
2 Raymond James & Associates 199.88K (0.91%) -403.00
Decreased by -0.20%
 Dec 31, 22
3 Freestone Capital Holdings, LLC 184.09K (0.84%) -67.70K
Decreased by -36.78%
 Dec 31, 22
4 Raymond James Finl Svs Advisors, Inc. 162.88K (0.74%) 13.58K
Increased by +8.34%
 Dec 31, 22
5 Natixis SA 123.45K (0.56%) 50.85K
Increased by +41.19%
 Dec 31, 22
6 America First Fin Inst Mgt LLC 123.20K (0.56%) -10.00
Decreased by -0.01%
 Dec 31, 22
7 Royal Bank of Canada 77.29K (0.35%) 11.17K
Increased by +14.45%
 Dec 31, 22
8 Samalin Investment Counsel, LLC 73.22K (0.33%) -839.00
Decreased by -1.15%
 Dec 31, 22
9 UBS Group AG 67.11K (0.30%) 10.28K
Increased by +15.31%
 Dec 31, 22
10 BLUEFIN CAPITAL MANAGEMENT, LLC 64.57K (0.29%) -1.00
Decreased by -0.00%
 Dec 31, 22
11 Cetera Investment Advisers 59.00K (0.27%) 59.00K
Increased by +100.00%
 Dec 31, 22
12 Rockefeller Capital Management L.P. 49.73K (0.23%) 16.25K
Increased by +32.67%
 Dec 31, 22
13 U.S. Bancorp 44.19K (0.20%) -3.00
Decreased by -0.01%
 Dec 31, 22
14 Aveo Capital Partners, LLC 43.08K (0.20%) -2.43K
Decreased by -5.65%
 Dec 31, 22
15 Bank of America Corp 41.65K (0.19%) 7.69K
Increased by +18.48%
 Dec 31, 22
16 Stifel Financial Corp 40.97K (0.19%) 2.31K
Increased by +5.64%
 Dec 31, 22
17 Wells Fargo & Co 40.34K (0.18%) -198.00
Decreased by -0.49%
 Dec 31, 22
18 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 35.15K (0.16%) 10.14K
Increased by +28.86%
 Dec 31, 22
19 PNC Financial Services Group Inc 34.39K (0.16%) -4.00
Decreased by -0.01%
 Dec 31, 22
20 Creative Planning Inc 33.20K (0.15%) -517.00
Decreased by -1.56%
 Dec 31, 22

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Acclivity Small Cap Value I 23.00 (0.00%) 0.00
Increased by 0.00%
 Dec 31, 22