Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%
2 DFAR 0.00%
3 VTI 0.00%
4 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Commonwealth Equity Services Inc 4.04M (898.12%) 3.61M
Increased by +89.40%
Dec 31, 24
2 HPM Partners LLC 3.62M (805.61%) 781.84K
Increased by +21.58%
Dec 31, 24
3 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 2.85M (634.13%) 2.85M
Increased by +100.00%
Sep 30, 24
4 Harel Insurance Invests & Fin Srvcs Ltd 1.12M (249.76%) 0.00
Increased by 0.00%
Dec 31, 23
5 Arkadios Wealth Advisors 1.11M (247.85%) 1.11M
Increased by +100.00%
Sep 30, 24
6 Y.D. More Investments Ltd 848.88K (188.73%) 16.76K
Increased by +1.97%
Dec 31, 24
7 Treasurer of the State of North Carolina 796.90K (177.17%) 1.00
Increased by +0.00%
Dec 31, 24
8 Vanguard Group Inc 700.36K (155.71%) -1.00
Decreased by -0.00%
Sep 30, 24
9 Renaissance Technologies Corp 695.91K (154.72%) 643.53K
Increased by +92.47%
Dec 31, 24
10 Geode Capital Management, LLC 619.96K (137.83%) 432.06K
Increased by +69.69%
Dec 31, 24
11 Goldman Sachs Group Inc 418.02K (92.94%) -7.90K
Decreased by -1.89%
Sep 30, 24
12 CALDWELL SUTTER CAPITAL INC 405.84K (90.23%) -12.55K
Decreased by -3.09%
Sep 30, 24
13 Pale Fire Capital SE 396.80K (88.22%) -89.58K
Decreased by -22.57%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 389.00K (86.49%) -55.32K
Decreased by -14.22%
Sep 30, 23
15 PFG Investments, LLC 379.79K (84.44%) -160.73K
Decreased by -42.32%
Dec 31, 24
16 XTX Topco Ltd 375.52K (83.49%) 375.52K
Increased by +100.00%
Dec 31, 24
17 Citadel Advisors Llc 345.58K (76.83%) 313.55K
Increased by +90.73%
Dec 31, 24
18 Yelin Lapidot Holdings Management Ltd 319.85K (71.11%) 5.59K
Increased by +1.75%
Dec 31, 24
19 Lineweaver Wealth Advisors, LLC 282.40K (62.78%) 282.40K
Increased by +100.00%
Sep 30, 24
20 BlackRock Inc 245.29K (54.54%) -74.18K
Decreased by -30.24%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 487.25K (108.33%) -1.00
Decreased by -0.00%
Sep 30, 24
2 First Foundation Total Return Y 217.29K (48.31%) -59.02K
Decreased by -27.16%
Jun 30, 24
3 Fidelity® Extended Market Index 69.45K (15.44%) 0.00
Increased by 0.00%
Nov 30, 23
4 First Foundation Fixed Income A 67.94K (15.10%) 0.00
Increased by 0.00%
Dec 31, 24
5 Vanguard Total Stock Mkt Idx Inv 48.73K (10.83%) 0.00
Increased by 0.00%
Feb 28, 25
6 Fidelity Extended Market Index 46.53K (10.35%) -296.00
Decreased by -0.64%
Feb 28, 25
7 Fidelity® Total Market Index 40.41K (8.98%) 0.00
Increased by 0.00%
Nov 30, 23
8 DFA Real Estate Securities I 32.30K (7.18%) 0.00
Increased by 0.00%
Sep 30, 24
9 Fidelity® Series Total Market Index 21.53K (4.79%) 0.00
Increased by 0.00%
Nov 30, 23
10 Vanguard Institutional Extnd Mkt Idx Tr 19.04K (4.23%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Instl Ttl Stck Mkt Idx Tr 13.78K (3.06%) 0.00
Increased by 0.00%
Sep 30, 24
12 Vanguard Instl Ttl Stk Mkt Idx InstlPls 13.78K (3.06%) 0.00
Increased by 0.00%
Sep 30, 24
13 Fidelity Nasdaq Composite Index 12.25K (2.72%) 0.00
Increased by 0.00%
Sep 30, 24
14 Northern Trust Extended Eq Market Idx 11.68K (2.60%) -1.00
Decreased by -0.01%
Sep 30, 24
15 Fidelity Series Total Market Index 9.96K (2.22%) 7.77K
Increased by +77.96%
Feb 28, 25
16 Spartan Extended Market Index Pool E 8.21K (1.83%) 296.00
Increased by +3.60%
Feb 28, 25
17 Spartan Extended Market Index Pool F 8.21K (1.83%) 296.00
Increased by +3.60%
Feb 28, 25
18 I.B.I Tracker Composite Isr RE Eq Mo IL 7.89K (1.75%) -876.00
Decreased by -11.11%
Oct 31, 24
19 Russell 2500 Alpha Tilts Fund T 6.64K (1.48%) 2.23K
Increased by +33.62%
Dec 31, 23
20 State St US Extended Mkt Indx NL Cl C 5.10K (1.13%) 0.00
Increased by 0.00%
Nov 30, 24