Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FORH 3.99%
2 ISCF 0.02%
3 IWC 0.00%
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 2.77M (25.06%) -82.68K
Decreased by -2.98%
Sep 30, 24
2 Vanguard Group Inc 537.25K (4.86%) 0.00
Increased by 0.00%
Dec 31, 24
3 Tidal Investments LLC. 446.09K (4.03%) 55.00
Increased by +0.01%
Sep 30, 24
4 Toroso Investments LLC 380.84K (3.44%) 52.00
Increased by +0.01%
Sep 30, 23
5 HighTower Advisors, LLC 294.31K (2.66%) 20.00K
Increased by +6.80%
Dec 31, 24
6 BlackRock Inc 185.56K (1.68%) 644.00
Increased by +0.35%
Sep 30, 24
7 Susquehanna International Group, LLP 184.34K (1.67%) -45.51K
Decreased by -24.69%
Sep 30, 24
8 Geode Capital Management, LLC 137.06K (1.24%) 4.48K
Increased by +3.27%
Sep 30, 24
9 Park Edge Advisors, LLC 103.19K (0.93%) 25.00K
Increased by +24.23%
Dec 31, 24
10 National Asset Management Inc 58.87K (0.53%) -5.23K
Decreased by -8.88%
Jun 30, 24
11 Creative Planning Inc 49.25K (0.45%) 49.25K
Increased by +100.00%
Dec 31, 23
12 State Street Corp 35.57K (0.32%) 0.00
Increased by 0.00%
Sep 30, 24
13 Kestra Advisory Services, LLC 34.67K (0.31%) 34.67K
Increased by +100.00%
Dec 31, 24
14 State Street Corporation 33.77K (0.31%) 0.00
Increased by 0.00%
Dec 31, 23
15 Belvedere Trading LLC 31.11K (0.28%) -7.57K
Decreased by -24.33%
Dec 31, 23
16 Northern Trust Corp 23.69K (0.21%) 0.00
Increased by 0.00%
Sep 30, 24
17 Virtu Financial LLC 20.65K (0.19%) 20.65K
Increased by +100.00%
Jun 30, 24
18 Wolverine Trading LLC 20.38K (0.18%) 2.53K
Increased by +12.42%
Dec 31, 23
19 Dimensional Fund Advisors, Inc. 16.72K (0.15%) 0.00
Increased by 0.00%
Dec 31, 23
20 Citadel Advisors Llc 16.61K (0.15%) -8.57K
Decreased by -51.61%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Formidable ETF 481.92K (4.36%) 0.00
Increased by 0.00%
Jan 31, 25
2 Vanguard Total Stock Mkt Idx Inv 359.46K (3.25%) 0.00
Increased by 0.00%
Dec 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 160.45K (1.45%) 0.00
Increased by 0.00%
Dec 31, 24
4 Fidelity Extended Market Index 68.06K (0.62%) -548.00
Decreased by -0.81%
Dec 31, 24
5 Fidelity® Extended Market Index 62.15K (0.56%) 0.00
Increased by 0.00%
Nov 30, 23
6 iShares Micro-Cap ETF 28.37K (0.26%) 0.00
Increased by 0.00%
Jan 31, 25
7 Fidelity Total Market Index 20.43K (0.18%) 0.00
Increased by 0.00%
Dec 31, 24
8 Fidelity® Series Total Market Index 17.51K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Series Total Market Index 16.46K (0.15%) 0.00
Increased by 0.00%
Dec 31, 24
10 Fidelity Nasdaq Composite Index 15.49K (0.14%) 0.00
Increased by 0.00%
Dec 31, 24
11 Vanguard Balanced Index Inv 14.20K (0.13%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fidelity® Total Market Index 13.27K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
13 NT Ext Equity Mkt Idx Fd - NL 11.83K (0.11%) 0.00
Increased by 0.00%
Dec 31, 24
14 NT Ext Equity Mkt Idx Fd - L 11.09K (0.10%) 0.00
Increased by 0.00%
Dec 31, 24
15 Northern Trust Extended Eq Market Idx 11.09K (0.10%) 0.00
Increased by 0.00%
Dec 31, 24
16 NT Ext Equity Mkt Idx Fd - DC - NL - T2 9.38K (0.08%) -155.00
Decreased by -1.65%
Dec 31, 24
17 Spartan Extended Market Index Pool E 8.57K (0.08%) 548.00
Increased by +6.39%
Dec 31, 24
18 Spartan Total Market Index Pool E 7.83K (0.07%) 0.00
Increased by 0.00%
Dec 31, 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 (0.04%) 0.00
Increased by 0.00%
Dec 31, 23