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 Truffle Hound Capital, LLC 1.70M (0.06%) 1.70M
Increased by +100.00%
Dec 31, 24
2 Renaissance Technologies Corp 790.54K (0.03%) -23.13K
Decreased by -2.93%
Dec 31, 24
3 Mariner Wealth Advisors LLC 194.84K (0.01%) 34.28K
Increased by +17.59%
Jun 30, 24
4 Mariner Wealth Advisors, LLC 194.84K (0.01%) 34.28K
Increased by +17.59%
Jun 30, 24
5 UBS Group AG 167.66K (0.01%) 61.50K
Increased by +36.68%
Dec 31, 24
6 AQR Capital Management LLC 101.10K (0.00%) -2.95K
Decreased by -2.92%
Dec 31, 24
7 Inspire Advisors, LLC 79.25K (0.00%) 9.46K
Increased by +11.93%
Dec 31, 24
8 Kerrisdale Advisers, LLC 75.00K (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 71.58K (0.00%) 492.00
Increased by +0.69%
Dec 31, 24
10 J. Safra Sarasin Holding AG 70.30K (0.00%) 0.00
Increased by 0.00%
Dec 31, 24
11 Millennium Management LLC 68.70K (0.00%) -6.61K
Decreased by -9.62%
Dec 31, 24
12 First Affirmative Financial Network 68.33K (0.00%) 6.74K
Increased by +9.87%
Dec 31, 24
13 BlackRock Inc 63.02K (0.00%) -10.93K
Decreased by -17.33%
Dec 31, 24
14 Citadel Advisors Llc 49.19K (0.00%) 1.71K
Increased by +3.47%
Dec 31, 24
15 First Trust Direct Indexing L.P. 44.52K (0.00%) -43.61K
Decreased by -97.95%
Dec 31, 23
16 Banco BTG Pactual S.A. 34.15K (0.00%) 18.76K
Increased by +54.92%
Dec 31, 24
17 Ethic Inc. 32.02K (0.00%) 2.15K
Increased by +6.73%
Sep 30, 24
18 EPACRIA CAPITAL PARTNERS LLC 31.11K (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
19 STOKES FAMILY OFFICE, LLC 31.00K (0.00%) -20.00K
Decreased by -64.52%
Dec 31, 24
20 Amvescap Plc. 21.75K (0.00%) -27.21K
Decreased by -125.11%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Inspire Select Equity Portfolio 44.00K (0.00%) 6.12K
Increased by +13.91%
Dec 31, 24
2 Vanguard Instl Ttl Intl Stck Mkt Idx Tr 39.09K (0.00%) 0.00
Increased by 0.00%
Jan 31, 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%
Feb 28, 25
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%
Feb 28, 25
7 Dimensional Emerging Markets Cr Eq 2 ETF 10.65K (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
8 Inspire Select Core/Satellite Oppo 9.29K (0.00%) -2.92K
Decreased by -31.39%
Dec 31, 24
9 DFA International Core Equity Class F 8.10K (0.00%) 0.00
Increased by 0.00%
Jan 31, 25
10 Vanguard Emerging Mkts Stock Idx Inv 5.74K (0.00%) -250.57K
Decreased by -4.36 K%
Mar 31, 24
11 Inspire Select Moderate Portfolio 5.20K (0.00%) 176.00
Increased by +3.38%
Dec 31, 24
12 Inspire Select Aggressive Portfolio 5.20K (0.00%) 5.20K
Increased by +100.00%
Dec 31, 24
13 Comerica Foreign Equity CIT - Inst Class 5.06K (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
14 DFA Em Mkts Sustnby Cor 1 Instl 4.35K (0.00%) 0.00
Increased by 0.00%
Feb 28, 25
15 DFA Emerging Markets Small Cap I 4.19K (0.00%) 0.00
Increased by 0.00%
Feb 28, 25
16 Inspire Select Core/Satellite Opps 70/30 3.77K (0.00%) -1.21K
Decreased by -32.10%
Dec 31, 24
17 Vanguard Total Intl Stock Index Inv 3.54K (0.00%) -154.64K
Decreased by -4.36 K%
Mar 31, 24
18 National Security Emerging Mkts Idx ETF 3.24K (0.00%) 0.00
Increased by 0.00%
Apr 30, 24
19 Inspire Select Tactical Risk Mgmt 70/30 3.09K (0.00%) -1.33K
Decreased by -43.08%
Dec 31, 24
20 Vanguard Instl Ttl Intl Stk Mkt Idx TrII 3.05K (0.00%) -104.98K
Decreased by -3.44 K%
Mar 31, 24