Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PGJ 0.05%
2 JAGG 0.03%
3 GWX 0.01%
4 SCHC 0.01%
5 AVDS 0.01%
6 VSS 0.01%
7 BND 0.01%
8 BSV 0.01%
9 AVDV 0.01%
10 DFAX 0.00%
11 DFAI 0.00%
12 AVDE 0.00%
13 VEA 0.00%
14 VPL 0.00%
15 SCHZ 0.00%
16 VT 0.00%
17 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 SC China Holding Ltd 667.22K (36.55%) 0.00
Increased by 0.00%
Jun 30, 25
2 HSG Holding Ltd 474.90K (26.01%) 0.00
Increased by 0.00%
Mar 31, 26
3 Garden State Investment Advisory Services LLC 137.35K (7.52%) 137.35K
Increased by +100.00%
Sep 30, 24
4 Bank of America Corp 125.98K (6.90%) -17.72K
Decreased by -14.07%
Mar 31, 26
5 Acadian Asset Management LLC 55.12K (3.02%) 55.12K
Increased by +100.00%
Mar 31, 26
6 Renaissance Technologies Corp 44.27K (2.43%) -1.90K
Decreased by -4.29%
Mar 31, 26
7 JPMorgan Chase & Co 37.65K (2.06%) -14.00
Decreased by -0.04%
Mar 31, 26
8 Barclays PLC 6.31K (0.35%) 0.00
Increased by 0.00%
Mar 31, 26
9 UBS Group AG 1.00K (0.05%) 45.00
Increased by +4.49%
Mar 31, 26
10 Rhumbline Advisers 436.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 26
11 EverSource Wealth Advisors, LLC 238.00 (0.01%) -84.00
Decreased by -35.29%
Mar 31, 26
12 Royal Bank of Canada 93.00 (0.01%) 66.00
Increased by +70.97%
Mar 31, 26
13 BlackRock Inc 81.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
14 Proathlete Wealth Management Llc 50.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 26.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 26
16 Tower Research Capital LLC 17.00 (0.00%) -129.00
Decreased by -758.82%
Mar 31, 26
17 BNP Paribas Arbitrage, SA 6.00 (0.00%) 6.00
Increased by +100.00%
Mar 31, 26
18 Qube Research & Technologies 0.00 (0.00%) -3.00
Decreased by N/A%
Sep 30, 24
19 Susquehanna International Group, LLP 0.00 (0.00%) -10.79K
Decreased by N/A%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Rolnik Focus FIL 58.13K (3.18%) 0.00
Increased by 0.00%
May 31, 26
2 Rolnik Conviction V FI 14.20K (0.78%) 4.10K
Increased by +28.87%
May 31, 26
3 Rolnik Conviction FI 5.82K (0.32%) -58.13K
Decreased by -999.14%
May 31, 24
4 Invesco Golden Dragon China ETF 2.70K (0.15%) 0.00
Increased by 0.00%
Feb 28, 26