Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 DFEM 0%
2 VEU 0%
3 VWO 0%
4 VXUS 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 797.49K (0.02%) 47.32K
Increased by +5.93%
Dec 31, 23
2 Vanguard Group Inc 610.55K (0.02%) 0
Increased by 0%
Sep 30, 23
3 BlackRock Inc 271.4K (0.01%) -57.47K
Decreased by -21.18%
Sep 30, 23
4 Mariner Wealth Advisors, LLC 119.77K (0%) -3K
Decreased by -2.5%
Sep 30, 23
5 AQR Capital Management LLC 115.71K (0%) -12.01K
Decreased by -10.38%
Dec 31, 23
6 Kerrisdale Advisers, LLC 75K (0%) 0
Increased by 0%
Dec 31, 23
7 Dimensional Fund Advisors, Inc. 69.91K (0%) -2.36K
Decreased by -3.37%
Dec 31, 23
8 Millennium Management LLC 52.39K (0%) -14.12K
Decreased by -26.96%
Sep 30, 23
9 First Affirmative Financial Network 46.28K (0%) 9.09K
Increased by +19.65%
Dec 31, 23
10 Mercer Global Advisors Inc. 45.59K (0%) -3.32K
Decreased by -7.29%
Sep 30, 23
11 First Trust Direct Indexing L.P. 44.52K (0%) -43.61K
Decreased by -97.95%
Dec 31, 23
12 Inspire Advisors, LLC 42K (0%) 813
Increased by +1.94%
Sep 30, 23
13 Envestnet Asset Management Inc 41.34K (0%) -9.17K
Decreased by -22.19%
Dec 31, 23
14 Ethic Inc. 37.21K (0%) -1.33K
Decreased by -3.57%
Sep 30, 23
15 STOKES FAMILY OFFICE, LLC 31K (0%) 12.5K
Increased by +40.32%
Sep 30, 23
16 EPACRIA CAPITAL PARTNERS LLC 28.12K (0%) 0
Increased by 0%
Sep 30, 23
17 Citadel Advisors Llc 27.46K (0%) 27.46K
Increased by +100%
Sep 30, 23
18 Banco BTG Pactual S.A. 26.23K (0%) 26.23K
Increased by +100%
Sep 30, 23
19 Quadrant Capital Group LLC 24.3K (0%) -4.86K
Decreased by -20%
Sep 30, 23
20 Amvescap Plc. 21.75K (0%) -27.21K
Decreased by -125.11%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Emerging Mkts Stock Idx Inv 256.31K (0.01%) 0
Increased by 0%
Jan 31, 24
2 Vanguard Total Intl Stock Index Inv 158.19K (0%) 0
Increased by 0%
Jan 31, 24
3 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 108.03K (0%) 0
Increased by 0%
Jan 31, 24
4 Vanguard Instl Ttl Intl Stck Mkt Idx Tr 39.09K (0%) 0
Increased by 0%
Jan 31, 24
5 Vanguard FTSE Emerg Markets ETF $Dis 27.03K (0%) 0
Increased by 0%
Jan 31, 24
6 Dimensional EM Core Equity Acc 26.68K (0%) 0
Increased by 0%
Dec 31, 23
7 Vanguard FTSE All-Wld ex-US ETF 21.9K (0%) 0
Increased by 0%
Dec 31, 23
8 Inspire Select Equity Portfolio 20.7K (0%) 2.25K
Increased by +10.84%
Dec 31, 23
9 DFA Emerging Markets Core Equity I 16.75K (0%) 0
Increased by 0%
Dec 31, 23
10 Inspire Select Core/Satellite Oppo 15.6K (0%) -1.01K
Decreased by -6.49%
Dec 31, 23
11 DFA International Core Equity Class F 8.1K (0%) 0
Increased by 0%
Nov 30, 23
12 Inspire Select Tactical Risk Mgmt 70/30 7.17K (0%) 7.17K
Increased by +100%
Dec 31, 23
13 Comerica Foreign Equity CIT - Inst Class 5.06K (0%) 0
Increased by 0%
Dec 31, 23
14 Dimensional Emerging Markets Cr Eq 2 ETF 4.82K (0%) 0
Increased by 0%
Jan 31, 24
15 Inspire Select Core/Satellite Opps 70/30 4.65K (0%) -715
Decreased by -15.36%
Dec 31, 23
16 DFA Em Mkts Sustnby Cor 1 Instl 4.35K (0%) 0
Increased by 0%
Dec 31, 23
17 DFA Emerging Markets Small Cap I 4.19K (0%) 0
Increased by 0%
Dec 31, 23
18 QRG QP: Factor EM ADR VQ 4.07K (0%) -175
Decreased by -4.3%
Dec 31, 23
19 Inspire Select Moderate Portfolio 3.31K (0%) 395
Increased by +11.95%
Dec 31, 23
20 Inspire Select Aggressive Portfolio 3.18K (0%) 1.38K
Increased by +43.31%
Dec 31, 23