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%) 0.00
Increased by 0.00%
Mar 31, 25
2 Renaissance Technologies Corp 893.27K (0.03%) 102.73K
Increased by +11.50%
Mar 31, 25
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 95.61K (0.00%) -5.49K
Decreased by -5.74%
Mar 31, 25
7 Banco BTG Pactual S.A. 93.16K (0.00%) 59.01K
Increased by +63.34%
Mar 31, 25
8 FLOW TRADERS U.S. LLC 86.11K (0.00%) 86.11K
Increased by +100.00%
Mar 31, 25
9 BlackRock Inc 82.21K (0.00%) 19.18K
Increased by +23.34%
Mar 31, 25
10 Kerrisdale Advisers, LLC 75.00K (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 72.67K (0.00%) 1.09K
Increased by +1.50%
Mar 31, 25
12 J. Safra Sarasin Holding AG 70.30K (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
13 Millennium Management LLC 68.70K (0.00%) -6.61K
Decreased by -9.62%
Dec 31, 24
14 Inspire Advisors, LLC 61.74K (0.00%) -17.51K
Decreased by -28.36%
Mar 31, 25
15 Dauntless Investment Group, LLC 58.89K (0.00%) 58.89K
Increased by +100.00%
Mar 31, 25
16 First Affirmative Financial Network 58.14K (0.00%) -10.19K
Decreased by -17.52%
Mar 31, 25
17 Citadel Advisors Llc 49.19K (0.00%) 1.71K
Increased by +3.47%
Dec 31, 24
18 First Trust Direct Indexing L.P. 44.52K (0.00%) -43.61K
Decreased by -97.95%
Dec 31, 23
19 STOKES FAMILY OFFICE, LLC 41.00K (0.00%) 10.00K
Increased by +24.39%
Mar 31, 25
20 Marshall Wace Asset Management Ltd 34.98K (0.00%) 34.98K
Increased by +100.00%
Mar 31, 25

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 34.46K (0.00%) -9.54K
Decreased by -27.68%
Mar 31, 25
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%
Mar 31, 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 2 I 16.75K (0.00%) 0.00
Increased by 0.00%
Apr 30, 25
7 DFA Emerging Markets Core Equity I 16.75K (0.00%) 0.00
Increased by 0.00%
Feb 28, 25
8 Dimensional Emerging Markets Cr Eq 2 ETF 10.65K (0.00%) 0.00
Increased by 0.00%
Apr 30, 25
9 DFA International Core Equity Class F 8.10K (0.00%) 0.00
Increased by 0.00%
Feb 28, 25
10 Dimensional Em Mkts ex China Cr Eq ETF 6.22K (0.00%) 0.00
Increased by 0.00%
Apr 30, 25
11 Vanguard Emerging Mkts Stock Idx Inv 5.74K (0.00%) -250.57K
Decreased by -4.36 K%
Mar 31, 24
12 Inspire Select Core/Satellite Oppo 5.09K (0.00%) -4.20K
Decreased by -82.52%
Mar 31, 25
13 Comerica Foreign Equity CIT - Inst Class 5.06K (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
14 Inspire Select Moderate Portfolio 4.92K (0.00%) -279.00
Decreased by -5.67%
Mar 31, 25
15 Inspire Select Aggressive Portfolio 4.53K (0.00%) -671.00
Decreased by -14.83%
Mar 31, 25
16 DFA Em Mkts Sustnby Cor 1 Instl 4.35K (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
17 DFA Emerging Markets Small Cap I 4.19K (0.00%) 0.00
Increased by 0.00%
Apr 30, 25
18 Vanguard Total Intl Stock Index Inv 3.54K (0.00%) -154.64K
Decreased by -4.36 K%
Mar 31, 24
19 Inspire Select Core/Satellite Opps 70/30 3.38K (0.00%) -394.00
Decreased by -11.67%
Mar 31, 25
20 National Security Emerging Mkts Idx ETF 3.24K (0.00%) 0.00
Increased by 0.00%
Apr 30, 24