Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HHH_old 5.59%
2 EVSTC 0.95%
3 PSM 0.22%
4 RWCD 0.04%
5 MXDU 0.02%
6 ONEK 0.02%
7 THRK 0.01%
8 DFEM 0.01%
9 DFAX 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 GW&K Investment Management, LLC 0.00 (0.00%) -9.00
Decreased by N/A%
Dec 31, 23
2 Huntington National Bank 0.00 (0.00%) -335.00
Decreased by N/A%
Dec 31, 23
3 IFP Advisors, LLC 0.00 (0.00%) -122.00
Decreased by N/A%
Dec 31, 23
4 Kbc Group NV 0.00 (0.00%) -34.38K
Decreased by N/A%
Dec 31, 23
5 Life Planning Partners, INC. 0.00 (0.00%) -1.09K
Decreased by N/A%
Dec 31, 23
6 Ronald Blue Trust, Inc. 0.00 (0.00%) -2.22K
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Russell 1000 Index Fund 468.31K (0.31%) 0.00
Increased by 0.00%
Aug 31, 23
2 Penn Series Fds Flexibly Managed 325.66K (0.21%) 0.00
Increased by 0.00%
Aug 31, 23
3 Fidelity Total Market Index 275.48K (0.18%) 1.56K
Increased by +0.57%
Aug 31, 23
4 Fidelity Series Total Market Index 206.41K (0.14%) -752.00
Decreased by -0.36%
Aug 31, 23
5 SLF (CH) Eq Glb Prot Enhcd CHF hdg I-A1 153.15K (0.10%) 86.68K
Increased by +56.60%
Aug 31, 23
6 DFA US Core Equity 2 I 139.84K (0.09%) 0.00
Increased by 0.00%
Aug 31, 23
7 Nuveen Equity Index R6 133.46K (0.09%) 0.00
Increased by 0.00%
Aug 31, 23
8 Undrly Aviva Div Assts Fd inet Pen 121.58K (0.08%) 621.00
Increased by +0.51%
Aug 31, 23
9 DFA US Core Equity 1 I 116.44K (0.08%) 0.00
Increased by 0.00%
Aug 31, 23
10 iShares Russell 1000 Large-Cap Idx K 103.96K (0.07%) 0.00
Increased by 0.00%
Aug 31, 23
11 Spartan Total Market Index Pool E 90.49K (0.06%) 1.07K
Increased by +1.18%
Aug 31, 23
12 JHFunds2 Capital Appreciation Value NAV 82.23K (0.05%) 0.00
Increased by 0.00%
Aug 31, 23
13 CREF Stock R1 78.02K (0.05%) -1.09K
Decreased by -1.39%
Aug 31, 23
14 CREF Equity Index R1 74.04K (0.05%) -8.72K
Decreased by -11.77%
Aug 31, 23
15 Nuveen Large Cap Value Idx R6 66.99K (0.04%) 0.00
Increased by 0.00%
Aug 31, 23
16 Nuveen Quant Small/Mid Cap Eq R6 65.31K (0.04%) -590.00
Decreased by -0.90%
Aug 31, 23
17 Undrly Aviva Mixed 40-85% Pen 62.91K (0.04%) -3.10K
Decreased by -4.93%
Aug 31, 23
18 SAST SA WellsCap Aggressive Growth 1 61.32K (0.04%) 0.00
Increased by 0.00%
Apr 30, 24
19 MUAM Foreign Equity Index Mother 59.90K (0.04%) 59.90K
Increased by +100.00%
Sep 11, 23
20 Spartan Large Cap Value Index Pool 58.60K (0.04%) 39.00
Increased by +0.07%
Aug 31, 23