Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IMED 3.69%
2 MIDF 1.85%
3 LGBT 1.05%
4 OVLC 0.82%
5 CNTR 0.76%
6 UDBI 0.60%
7 RBUS 0.57%
8 ESNG 0.45%
9 REW 0.35%
10 RWDC 0.25%
11 SCIU 0.25%
12 GBUY_old 0.17%
13 VIXH 0.09%
14 ONEK 0.09%
15 PLC 0.08%
16 SFLA 0.08%
17 THRK 0.08%
18 BWV_old 0.08%
19 MXDU 0.07%
20 HSPX 0.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 IFP Advisors, LLC 6.83K (0.00%) -510.00
Decreased by -7.46%
Jun 30, 22
2 Ronald Blue Trust, Inc. 170.00 (0.00%) 170.00
Increased by +100.00%
Jun 30, 22
3 Beacon Capital Management, LLC 143.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 22
4 1st Source Bank 0.00 (0.00%) -11.16K
Decreased by N/A%
Jun 30, 22
5 CIBC World Markets Corp 0.00 (0.00%) -60.52K
Decreased by N/A%
Jun 30, 22
6 Capital Investment Servs Of America Inc 0.00 (0.00%) -249.48K
Decreased by N/A%
Jun 30, 22
7 Eaton Vance Management 0.00 (0.00%) -175.05K
Decreased by N/A%
Jun 30, 22
8 FCI Advisors 0.00 (0.00%) -60.61K
Decreased by N/A%
Jun 30, 22
9 Fairview Capital Investment Management 0.00 (0.00%) -127.37K
Decreased by N/A%
Jun 30, 22
10 Fort Washington Investment Advisors Inc 0.00 (0.00%) -7.65K
Decreased by N/A%
Jun 30, 22
11 Gardner Lewis Asset Management L P 0.00 (0.00%) -170.67K
Decreased by N/A%
Jun 30, 22
12 Goldman Sachs Group Inc 0.00 (0.00%) -9.22M
Decreased by N/A%
Jun 30, 22
13 LORING WOLCOTT & COOLIDGE FID ADV LLP 0.00 (0.00%) -1.19K
Decreased by N/A%
Jun 30, 22
14 Martin & Co Inc 0.00 (0.00%) -64.13K
Decreased by N/A%
Jun 30, 22
15 Menno Insur Serv Inc Dba Mma Cap Mgmt 0.00 (0.00%) -2.68K
Decreased by N/A%
Jun 30, 22
16 Pittenger & Anderson Inc 0.00 (0.00%) -200.00
Decreased by N/A%
Jun 30, 22
17 State Of Wisconsin Investment Board 0.00 (0.00%) -326.95K
Decreased by N/A%
Jun 30, 22
18 Trillium Asset Management, LLC 0.00 (0.00%) -7.73K
Decreased by N/A%
Jun 30, 22
19 Van Eck Associates Corporation 0.00 (0.00%) -7.48K
Decreased by N/A%
Jun 30, 22
20 WesBanco Bank Inc 0.00 (0.00%) -3.57K
Decreased by N/A%
Jun 30, 22

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Event Driven Equity Instl 5.40M (1.84%) 929.70K
Increased by +17.23%
Mar 31, 22
2 BSF Global Event Driven Z2 USD 3.93M (1.34%) 3.93M
Increased by +100.00%
May 31, 22
3 Delaware Ivy Large Cap Growth Fund A 938.23K (0.32%) 0.00
Increased by 0.00%
Mar 31, 22
4 iShares S&P 500 Index K 250.82K (0.09%) 3.43K
Increased by +1.37%
Mar 31, 22
5 iShares Russell 1000 Large-Cap Idx K 164.24K (0.06%) 90.00
Increased by +0.05%
Mar 31, 22
6 BNYM Mellon SL Stock Index Fund UC3 139.22K (0.05%) -168.80K
Decreased by -121.25%
Mar 31, 22
7 Delaware Ivy VIP Growth II 137.60K (0.05%) 0.00
Increased by 0.00%
Mar 31, 22
8 TMA Global M&A Strategy Mother Fund 123.80K (0.04%) 123.80K
Increased by +100.00%
Mar 8, 22
9 IBEW-NECA EQUITY INDEX FUND 115.39K (0.04%) 0.00
Increased by 0.00%
Feb 28, 22
10 Royal London US Equity Tilt Z Acc 76.31K (0.03%) 866.00
Increased by +1.13%
Apr 30, 22
11 CBIS World Equity A EUR 53.50K (0.02%) -5.47K
Decreased by -10.22%
Mar 31, 22
12 The Vanguard Total Stock Market Index 48.08K (0.02%) 0.00
Increased by 0.00%
Feb 28, 22
13 iShares Russell Mid-Cap Index K 47.05K (0.02%) -2.23K
Decreased by -4.75%
Mar 31, 22
14 BMO Diversified Income Portfolio A 35.97K (0.01%) 0.00
Increased by 0.00%
May 31, 22
15 JHFunds2 Strategic Equity Allc NAV 35.65K (0.01%) 7.87K
Increased by +22.07%
Mar 31, 22
16 BlackRock Advantage Large Cap Core Instl 30.67K (0.01%) 0.00
Increased by 0.00%
Mar 31, 22
17 AMOne Foreign Equity Passive Fund MF 28.53K (0.01%) 1.27K
Increased by +4.45%
Feb 15, 22
18 Undrly FP Balanced FoF Pen 24.73K (0.01%) -3.55K
Decreased by -14.36%
Feb 28, 22
19 SMTAM Foreign Equity Index Mother Fund 22.80K (0.01%) -2.52K
Decreased by -11.07%
May 30, 22
20 GSF II GS Glb Mlt-Mgr Alts R USD Inc 18.49K (0.01%) -20.80K
Decreased by -112.46%
May 31, 22