Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FORH 4.25%
2 ISCF 0.02%
3 IWC 0.01%
4 CCSO 0.00%
5 FEU 0.00%
6 SPEU 0.00%
7 VTI 0.00%
8 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Formidable Asset Management LLC 2.86M (23.32%) -245.00K
Decreased by -8.58%
Jun 30, 24
2 Vanguard Group Inc 537.25K (4.39%) 0.00
Increased by 0.00%
Sep 30, 24
3 Tidal Investments LLC. 446.04K (3.64%) 33.00
Increased by +0.01%
Jun 30, 24
4 Toroso Investments LLC 380.84K (3.11%) 52.00
Increased by +0.01%
Sep 30, 23
5 Susquehanna International Group, LLP 229.85K (1.88%) -38.66K
Decreased by -16.82%
Jun 30, 24
6 BlackRock Inc 184.92K (1.51%) 1.08K
Increased by +0.58%
Jun 30, 24
7 Geode Capital Management, LLC 132.58K (1.08%) 10.65K
Increased by +8.03%
Jun 30, 24
8 HighTower Advisors, LLC 99.10K (0.81%) 0.00
Increased by 0.00%
Jun 30, 24
9 Park Edge Advisors, LLC 78.19K (0.64%) -4.38K
Decreased by -5.60%
Sep 30, 24
10 National Asset Management Inc 58.87K (0.48%) -5.23K
Decreased by -8.88%
Jun 30, 24
11 Creative Planning Inc 49.25K (0.40%) 49.25K
Increased by +100.00%
Dec 31, 23
12 State Street Corp 35.57K (0.29%) 1.80K
Increased by +5.06%
Jun 30, 24
13 State Street Corporation 33.77K (0.28%) 0.00
Increased by 0.00%
Dec 31, 23
14 Belvedere Trading LLC 31.11K (0.25%) -7.57K
Decreased by -24.33%
Dec 31, 23
15 Group One Trading, LP 26.56K (0.22%) -696.00
Decreased by -2.62%
Sep 30, 23
16 Citadel Advisors Llc 25.18K (0.21%) 1.22K
Increased by +4.83%
Jun 30, 24
17 Northern Trust Corp 23.69K (0.19%) 0.00
Increased by 0.00%
Sep 30, 24
18 Virtu Financial LLC 20.65K (0.17%) 20.65K
Increased by +100.00%
Jun 30, 24
19 Wolverine Trading LLC 20.38K (0.17%) 2.53K
Increased by +12.42%
Dec 31, 23
20 Dimensional Fund Advisors, Inc. 16.72K (0.14%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Formidable ETF 445.35K (3.64%) 0.00
Increased by 0.00%
Oct 31, 24
2 Vanguard Total Stock Mkt Idx Inv 359.46K (2.93%) 0.00
Increased by 0.00%
Oct 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 160.45K (1.31%) 0.00
Increased by 0.00%
Sep 30, 24
4 Fidelity Extended Market Index 70.60K (0.58%) -2.70K
Decreased by -3.83%
Sep 30, 24
5 Fidelity® Extended Market Index 62.15K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Micro-Cap ETF 27.61K (0.23%) 0.00
Increased by 0.00%
Oct 31, 24
7 Fidelity Total Market Index 20.50K (0.17%) 0.00
Increased by 0.00%
Sep 30, 24
8 Fidelity® Series Total Market Index 17.51K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Series Total Market Index 16.59K (0.14%) 0.00
Increased by 0.00%
Sep 30, 24
10 Fidelity Nasdaq Composite Index 15.49K (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
11 Vanguard Balanced Index Inv 14.20K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity® Total Market Index 13.27K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
13 NT Ext Equity Mkt Idx Fd - NL 11.83K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
14 NT Ext Equity Mkt Idx Fd - L 11.09K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
15 Northern Trust Extended Eq Market Idx 11.09K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
16 NT Ext Equity Mkt Idx Fd - DC - NL - T2 9.54K (0.08%) 29.00
Increased by +0.30%
Sep 30, 24
17 Spartan Total Market Index Pool E 7.76K (0.06%) 0.00
Increased by 0.00%
Sep 30, 24
18 Spartan Extended Market Index Pool E 6.03K (0.05%) 295.00
Increased by +4.90%
Sep 30, 24
19 DFA US Core Equity 1 I 5.68K (0.05%) 0.00
Increased by 0.00%
Mar 31, 24
20 DFA US Vector Equity I 4.04K (0.03%) 0.00
Increased by 0.00%
Dec 31, 23