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 (0.79%) 0.00
Increased by 0.00%
Mar 31, 25
2 Garden State Investment Advisory Services LLC 137.35K (0.16%) 137.35K
Increased by +100.00%
Sep 30, 24
3 Acadian Asset Management LLC 56.30K (0.07%) 56.30K
Increased by +100.00%
Mar 31, 25
4 Renaissance Technologies Corp 45.17K (0.05%) -1.70K
Decreased by -3.76%
Mar 31, 25
5 JPMorgan Chase & Co 21.65K (0.03%) 21.65K
Increased by +100.00%
Mar 31, 25
6 Susquehanna International Group, LLP 10.79K (0.01%) -6.31K
Decreased by -58.45%
Mar 31, 25
7 UBS Group AG 3.22K (0.00%) 1.00
Increased by +0.03%
Dec 31, 24
8 Rhumbline Advisers 455.00 (0.00%) -2.04K
Decreased by -449.45%
Mar 31, 25
9 BlackRock Inc 81.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
10 Proathlete Wealth Management Llc 50.00 (0.00%) 50.00
Increased by +100.00%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 26.00 (0.00%) -200.00
Decreased by -769.23%
Mar 31, 25
12 Royal Bank of Canada 25.00 (0.00%) 25.00
Increased by +100.00%
Jun 30, 24
13 Bank of America Corp 0.00 (0.00%) -199.00
Decreased by N/A%
Jun 30, 23
14 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 (0.07%) 0.00
Increased by 0.00%
May 31, 25
2 Rolnik Conviction V FI 7.07K (0.01%) 1.25K
Increased by +17.69%
May 31, 25
3 Rolnik Conviction FI 5.82K (0.01%) -58.13K
Decreased by -999.14%
May 31, 24