Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GWX 0.02%
2 SCHC 0.02%
3 AVDV 0.02%
4 BND 0.01%
5 BSV 0.01%
6 VSS 0.01%
7 AVDE 0.00%
8 DFAI 0.00%
9 SCHZ 0.00%
10 VEA 0.00%
11 VPL 0.00%
12 VT 0.00%
13 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 SC China Holding Ltd 667.22K (2.28%) 0.00
Increased by 0.00%
Sep 30, 23
2 Acadian Asset Management LLC 90.29K (0.31%) 0.00
Increased by 0.00%
Dec 31, 23
3 Renaissance Technologies Corp 44.67K (0.15%) -3.50K
Decreased by -7.83%
Dec 31, 23
4 UBS Group AG 1.00K (0.00%) 1.00K
Increased by +100.00%
Dec 31, 23
5 Rhumbline Advisers 705.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
6 Morgan Stanley - Brokerage Accounts 317.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
7 Qube Research & Technologies 3.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
8 Bank of America Corp 0.00 (0.00%) -199.00
Decreased by N/A%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Rolnik Focus FIL 58.13K (0.20%) 0.00
Increased by 0.00%
Mar 31, 24
2 Rolnik Conviction FI 5.82K (0.02%) 0.00
Increased by 0.00%
Mar 31, 24