Top 20 ETF Stock Exposure

Rank ETF Shares Market Value Weight % in ETF
1 AVGE 833.46K 59.28M 42.89%

Top 20 Institutional Holders

Rank Holder Shares Change Date reported
1 CREATIVE PLANNING 4.14M 4.14M
Increased by +100.00%
Dec 31, 22
2 WIPFLI FINANCIAL ADVISORS LLC, 2.26M 431.59K
Increased by +19.12%
Sep 30, 22
3 PACIFIC LIFE FUND ADVISORS LLC 2.08M 2.08M
Increased by +100.00%
Dec 31, 22
4 AMERICAN CENTURY COMPANIES INC 1.92M 409.27K
Increased by +21.36%
Dec 31, 22
5 HIGHTOWER ADVISORS, LLC 1.42M 207.33K
Increased by +14.60%
Dec 31, 22
6 ALLWORTH FINANCIAL LP 1.16M 101.64K
Increased by +8.79%
Dec 31, 22
7 RVW WEALTH, LLC 1.07M 348.82K
Increased by +32.74%
Dec 31, 22
8 LPL FINANCIAL LLC 874.26K 132.62K
Increased by +15.17%
Dec 31, 22
9 VISTA WEALTH MANAGEMENT GROUP, LLC 819.50K 108.35K
Increased by +13.22%
Dec 31, 22
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 816.64K 354.71K
Increased by +43.44%
Dec 31, 22
11 FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 779.67K 245.67K
Increased by +31.51%
Dec 31, 22
12 WAYPOINT WEALTH PARTNERS INC. 733.91K 97.17K
Increased by +13.24%
Dec 31, 22
13 BCR WEALTH STRATEGIES, LLC 656.72K 24.34K
Increased by +3.71%
Dec 31, 22
14 BCR WEALTH STRATEGIES, LLC 632.37K 19.66K
Increased by +3.11%
Sep 30, 22
15 MODERA WEALTH MANAGEMENT, LLC 549.35K 190.81K
Increased by +34.73%
Dec 31, 22
16 WERBA RUBIN PAPIER WEALTH MANAGEMENT 533.36K 533.36K
Increased by +100.00%
Dec 31, 22
17 QUANTUM FINANCIAL ADVISORS, LLC 528.74K 128.01K
Increased by +24.21%
Dec 31, 22
18 GREAT POINT WEALTH ADVISORS, LLC 513.00K 25.43K
Increased by +4.96%
Dec 31, 22
19 SMITH ANGLIN FINANCIAL, LLC 510.12K 8.15K
Increased by +1.60%
Dec 31, 22
20 PLANCORP, LLC 509.18K -2.98K
Decreased by -0.59%
Dec 31, 22

Top 20 Mutual Fund Holders

Rank Holder Shares Change Date reported
1 AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC 1.35M -23.69K
Decreased by -1.75%
Apr 30, 23