Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ITEQ 0.57%
2 EIS 0.38%
3 ISRA 0.22%
4 GWX 0.08%
5 SCHC 0.04%
6 FNDC 0.04%
7 AVDS 0.04%
8 SCZ 0.03%
9 VSS 0.02%
10 TLTD 0.02%
11 DFAX 0.01%
12 DFSI 0.01%
13 DFAI 0.01%
14 AVSD 0.00%
15 AVDE 0.00%
16 DXIV 0.00%
17 DFSI 0.00%
18 VEA 0.00%
19 VT 0.00%
20 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Clal Insurance Enterprises Holdings Ltd 824.70K (8.68%) 0.00
Increased by 0.00%
Sep 30, 24
2 TFG Advisers LLC 7.37K (0.08%) -205.00
Decreased by -2.78%
Sep 30, 24
3 GHP Investment Advisors, Inc. 6.96K (0.07%) 0.00
Increased by 0.00%
Sep 30, 24
4 Altshuler Shaham Ltd 5.93K (0.06%) -776.00
Decreased by -13.07%
Sep 30, 24
5 Dimensional Fund Advisors, Inc. 3.96K (0.04%) -118.00
Decreased by -2.98%
Sep 30, 24
6 Morgan Stanley - Brokerage Accounts 2.81K (0.03%) -3.01K
Decreased by -107.13%
Sep 30, 24
7 Bank of America Corp 1.00K (0.01%) 0.00
Increased by 0.00%
Jun 30, 24
8 BlackRock Inc 680.00 (0.01%) -72.00
Decreased by -10.59%
Jun 30, 24
9 UBS Group AG 250.00 (0.00%) 106.00
Increased by +42.40%
Sep 30, 24
10 Rhumbline Advisers 113.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
11 BNP Paribas Arbitrage, SA 100.00 (0.00%) 100.00
Increased by +100.00%
Sep 30, 24
12 FMR Inc 0.00 (0.00%) -4.00
Decreased by N/A%
Sep 30, 24
13 Private Trust Co Na 0.00 (0.00%) -100.00
Decreased by N/A%
Jun 30, 24
14 Ronald Blue Trust, Inc. 0.00 (0.00%) -2.00
Decreased by N/A%
Sep 30, 24
15 Wells Fargo & Co 0.00 (0.00%) 0.00
Decreased by N/A%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DFA Intl Sustainability Core 1 1.50K (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
2 DFA International Small Company I 539.00 (0.01%) 1.00
Increased by +0.19%
Sep 30, 24
3 Dimensional Global Core Equity USD Acc 430.00 (0.00%) 1.00
Increased by +0.23%
Oct 31, 24
4 Dimensional International Core Eq 2 ETF 278.00 (0.00%) 0.00
Increased by 0.00%
Nov 27, 24
5 DFA World ex US Targeted Val Instl 229.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
6 Comerica Foreign Equity CIT - Inst Class 216.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
7 Fidelity Nasdaq Composite Index 193.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
8 DFA International Small Cap Growth 191.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
9 Dimensional Global Sust Cor Eq USD Acc 186.00 (0.00%) 0.00
Increased by 0.00%
Oct 31, 24
10 Dimensional World Allc 60/40 GBP Acc 185.00 (0.00%) 0.00
Increased by 0.00%
Oct 31, 24
11 M International Equity 122.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
12 DFA Continental Small Company I 85.00 (0.00%) -1.00
Decreased by -1.18%
Sep 30, 24
13 Dimensional International Sstby Cr 1 ETF 20.00 (0.00%) 0.00
Increased by 0.00%
Nov 27, 24
14 Fidelity Inst TM TPI Developed ex-US 18.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
15 Symmetry Axiom International Factor 5.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
16 Symmetry Axiom Global Factor 2.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
17 DFA Global Small Company Institutional 1.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24