Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ULTY 5.11%
2 SOCL 0.56%
3 EQAL 0.07%
4 BKMC 0.06%
5 BBMC 0.04%
6 SCHM 0.04%
7 ONEQ 0.02%
8 LCTU 0.01%
9 SCHV 0.01%
10 SCHX 0.00%
11 SCHB 0.00%
12 GUSA 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Susquehanna International Group, LLP 679.86K (2.27%) 213.71K
Increased by +31.43%
Sep 30, 23
2 Atika Capital Management LLC 109.56K (0.37%) 109.56K
Increased by +100.00%
Sep 30, 23
3 Buckingham Asset Management, LLC 100.95K (0.34%) 19.85K
Increased by +19.66%
Dec 31, 23
4 LPL Financial Corp 47.40K (0.16%) 6.91K
Increased by +14.59%
Sep 30, 23
5 Chickasaw Capital Management, LLC 29.00K (0.10%) 0.00
Increased by 0.00%
Sep 30, 23
6 Commonwealth Equity Services Inc 28.14K (0.09%) -3.68K
Decreased by -13.06%
Sep 30, 23
7 Advisor Group Holdings, Inc. 27.79K (0.09%) 1.92K
Increased by +6.92%
Sep 30, 23
8 CAMBRIDGE Invest RESEARCH ADVISORS, INC. 26.18K (0.09%) 81.00
Increased by +0.31%
Sep 30, 23
9 SIMPLEX TRADING, LLC 24.66K (0.08%) -22.13K
Decreased by -89.74%
Sep 30, 23
10 Lincoln Capital Corp 20.00K (0.07%) 20.00K
Increased by +100.00%
Sep 30, 23
11 Geode Capital Management, LLC 17.14K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
12 Gladstone Institutional Advisory LLC 15.30K (0.05%) 15.30K
Increased by +100.00%
Dec 31, 23
13 Red Door Wealth Management, LLC 14.86K (0.05%) 14.86K
Increased by +100.00%
Dec 31, 23
14 Nelson, Van Denburg & Campbell Wealth Management Group, LLC 14.32K (0.05%) 970.00
Increased by +6.78%
Sep 30, 23
15 IMC-Chicago, LLC 13.16K (0.04%) 13.16K
Increased by +100.00%
Sep 30, 23
16 JANE STREET GROUP, LLC 11.98K (0.04%) -1.03K
Decreased by -8.56%
Sep 30, 23
17 Morgan Stanley - Brokerage Accounts 11.09K (0.04%) 1.08K
Increased by +9.75%
Sep 30, 23
18 Mccormack Advisors International 11.07K (0.04%) 410.00
Increased by +3.70%
Dec 31, 23
19 Creative Planning Inc 10.53K (0.04%) 10.53K
Increased by +100.00%
Sep 30, 23
20 Royal Bank of Canada 6.52K (0.02%) 190.00
Increased by +2.91%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Nasdaq Composite Index 17.14K (0.06%) 0.00
Increased by 0.00%
Dec 31, 23
2 Winans Growth 100% Composite 375.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
3 ZWJ Balanced 94.00 (0.00%) 94.00
Increased by +100.00%
Sep 30, 23
4 Unusual Whales Subversive Rep Trd ETF 20.00 (0.00%) 0.00
Increased by 0.00%
Jan 31, 24