Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AND 2.70%
2 PACA 0.04%
3 DFEM 0.00%
4 DFSE 0.00%
5 VEU 0.00%
6 VWO 0.00%
7 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 813.67K (0.02%) 20.00K
Increased by +2.46%
Sep 30, 24
2 Mariner Wealth Advisors LLC 194.84K (0.00%) 34.28K
Increased by +17.59%
Jun 30, 24
3 Mariner Wealth Advisors, LLC 194.84K (0.00%) 34.28K
Increased by +17.59%
Jun 30, 24
4 BlackRock Inc 113.42K (0.00%) -64.39K
Decreased by -56.77%
Jun 30, 24
5 UBS Group AG 106.16K (0.00%) -8.45K
Decreased by -7.95%
Sep 30, 24
6 AQR Capital Management LLC 104.06K (0.00%) -3.07K
Decreased by -2.95%
Sep 30, 24
7 Millennium Management LLC 75.30K (0.00%) -13.60K
Decreased by -18.06%
Sep 30, 24
8 Kerrisdale Advisers, LLC 75.00K (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
9 Dimensional Fund Advisors, Inc. 71.09K (0.00%) -189.00
Decreased by -0.27%
Sep 30, 24
10 J. Safra Sarasin Holding AG 70.30K (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
11 Inspire Advisors, LLC 69.80K (0.00%) 3.29K
Increased by +4.71%
Sep 30, 24
12 First Affirmative Financial Network 61.59K (0.00%) 3.98K
Increased by +6.47%
Sep 30, 24
13 STOKES FAMILY OFFICE, LLC 51.00K (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
14 Citadel Advisors Llc 47.48K (0.00%) -1.42K
Decreased by -2.99%
Sep 30, 24
15 First Trust Direct Indexing L.P. 44.52K (0.00%) -43.61K
Decreased by -97.95%
Dec 31, 23
16 Ethic Inc. 32.02K (0.00%) 2.15K
Increased by +6.73%
Sep 30, 24
17 EPACRIA CAPITAL PARTNERS LLC 31.11K (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
18 Amvescap Plc. 21.75K (0.00%) -27.21K
Decreased by -125.11%
Sep 30, 23
19 Banco BTG Pactual S.A. 15.40K (0.00%) 15.40K
Increased by +100.00%
Sep 30, 24
20 Vanguard Group Inc 15.39K (0.00%) -595.16K
Decreased by -3.87 K%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Instl Ttl Intl Stck Mkt Idx Tr 39.09K (0.00%) 0.00
Increased by 0.00%
Jan 31, 24
2 Inspire Select Equity Portfolio 37.88K (0.00%) 3.30K
Increased by +8.71%
Sep 30, 24
3 Vanguard FTSE Emerg Markets ETF $Dis 27.03K (0.00%) 0.00
Increased by 0.00%
Jan 31, 24
4 Dimensional EM Core Equity Acc 26.68K (0.00%) 0.00
Increased by 0.00%
Oct 31, 24
5 Vanguard FTSE All-Wld ex-US ETF 21.90K (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
6 DFA Emerging Markets Core Equity I 16.75K (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
7 Inspire Select Core/Satellite Oppo 12.20K (0.00%) -647.00
Decreased by -5.30%
Sep 30, 24
8 Dimensional Emerging Markets Cr Eq 2 ETF 10.65K (0.00%) 0.00
Increased by 0.00%
Nov 27, 24
9 DFA International Core Equity Class F 8.10K (0.00%) 0.00
Increased by 0.00%
Aug 31, 24
10 Vanguard Emerging Mkts Stock Idx Inv 5.74K (0.00%) -250.57K
Decreased by -4.36 K%
Mar 31, 24
11 Inspire Select Aggressive Portfolio 5.46K (0.00%) 926.00
Increased by +16.97%
Jun 30, 24
12 Comerica Foreign Equity CIT - Inst Class 5.06K (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
13 Inspire Select Moderate Portfolio 5.03K (0.00%) 966.00
Increased by +19.22%
Sep 30, 24
14 Inspire Select Core/Satellite Opps 70/30 4.98K (0.00%) 943.00
Increased by +18.93%
Sep 30, 24
15 Inspire Select Tactical Risk Mgmt 70/30 4.43K (0.00%) 4.43K
Increased by +100.00%
Sep 30, 24
16 DFA Em Mkts Sustnby Cor 1 Instl 4.35K (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
17 DFA Emerging Markets Small Cap I 4.19K (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
18 Vanguard Total Intl Stock Index Inv 3.54K (0.00%) -154.64K
Decreased by -4.36 K%
Mar 31, 24
19 National Security Emerging Mkts Idx ETF 3.24K (0.00%) 0.00
Increased by 0.00%
Apr 30, 24
20 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 3.05K (0.00%) -104.98K
Decreased by -3.44 K%
Mar 31, 24