Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JAGG 0.03%
2 GWX 0.01%
3 SCHC 0.01%
4 AVDS 0.01%
5 VSS 0.01%
6 BND 0.01%
7 BSV 0.01%
8 AVDV 0.01%
9 DFAX 0.00%
10 DFAI 0.00%
11 AVDE 0.00%
12 VEA 0.00%
13 VPL 0.00%
14 SCHZ 0.00%
15 VT 0.00%
16 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 SC China Holding Ltd 667.22K (0.71%) 0.00
Increased by 0.00%
Sep 30, 24
2 Garden State Investment Advisory Services LLC 137.35K (0.15%) 137.35K
Increased by +100.00%
Sep 30, 24
3 Renaissance Technologies Corp 47.77K (0.05%) 9.53K
Increased by +19.95%
Sep 30, 24
4 UBS Group AG 3.21K (0.00%) -5.73K
Decreased by -178.20%
Sep 30, 24
5 Rhumbline Advisers 2.50K (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 316.00 (0.00%) -316.00
Decreased by -100.00%
Sep 30, 24
7 BlackRock Inc 81.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
8 Royal Bank of Canada 25.00 (0.00%) 25.00
Increased by +100.00%
Jun 30, 24
9 Acadian Asset Management LLC 0.00 (0.00%) -65.43K
Decreased by N/A%
Jun 30, 24
10 Bank of America Corp 0.00 (0.00%) -199.00
Decreased by N/A%
Jun 30, 23
11 Qube Research & Technologies 0.00 (0.00%) -3.00
Decreased by N/A%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Rolnik Focus FIL 58.13K (0.06%) 0.00
Increased by 0.00%
Nov 30, 24
2 Rolnik Conviction FI 5.82K (0.01%) -58.13K
Decreased by -999.14%
May 31, 24
3 Rolnik Conviction V FI 5.82K (0.01%) 0.00
Increased by 0.00%
Nov 30, 24