Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Leavell T & Associates Inc 235.00K (0.20%) 0.00
Increased by 0.00%
Mar 31, 24
2 McAdam, LLC 25.63K (0.02%) 0.00
Increased by 0.00%
Mar 31, 24
3 JANE STREET GROUP, LLC 19.33K (0.02%) 19.33K
Increased by +100.00%
Dec 31, 23
4 Mv Capital Management Inc 8.91K (0.01%) 0.00
Increased by 0.00%
Mar 31, 24
5 PNC Financial Services Group Inc 5.50K (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
6 JPMorgan Chase & Co 1.84K (0.00%) 1.84K
Increased by +100.00%
Dec 31, 23
7 ARK Investment Management LLC 1.48K (0.00%) -2.14M
Decreased by -144.40 K%
Mar 31, 24
8 Atwood & Palmer Inc 1.00K (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
9 Aspire Private Capital, LLC 200.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
10 Denali Advisors LLC 0.00 (0.00%) -59.30K
Decreased by N/A%
Sep 30, 23
11 Lazard Asset Management LLC 0.00 (0.00%) -16.01K
Decreased by N/A%
Sep 30, 23
12 Marshall Wace Asset Management Ltd 0.00 (0.00%) -18.76K
Decreased by N/A%
Dec 31, 23
13 Meritage Portfolio Management 0.00 (0.00%) -13.00K
Decreased by N/A%
Sep 30, 23
14 Stock Yards Bank & Trust Co 0.00 (0.00%) -50.00K
Decreased by N/A%
Sep 30, 23
15 U.S. Bancorp 0.00 (0.00%) -2.00K
Decreased by N/A%
Jun 30, 23
16 Victory Capital Management Inc. 0.00 (0.00%) -10.95K
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity VIP Growth Initial 2.21M (1.84%) 0.00
Increased by 0.00%
Mar 31, 24
2 VIP Growth Initial 2.21M (1.84%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity Capital Appreciation 2.17M (1.80%) 0.00
Increased by 0.00%
Mar 31, 24
4 Fidelity® Capital Appreciation 2.17M (1.80%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity Advisor® Equity Growth I 1.90M (1.57%) 0.00
Increased by 0.00%
Nov 30, 23
6 Fidelity Advisor Equity Growth I 1.89M (1.57%) 0.00
Increased by 0.00%
Mar 31, 24
7 Fidelity® Growth Discovery 996.12K (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Growth Discovery 993.68K (0.83%) 0.00
Increased by 0.00%
Mar 31, 24
9 Pacific Select Large-Cap Growth I 334.50K (0.28%) 0.00
Increased by 0.00%
Mar 31, 24
10 iShares Micro-Cap ETF 269.37K (0.22%) 0.00
Increased by 0.00%
Feb 29, 24
11 Fidelity Advisor Series Equity Gr 266.23K (0.22%) 0.00
Increased by 0.00%
Mar 31, 24
12 Fidelity Advisor® Series Equity Gr 266.23K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vifag 2002 SICAV 100.00K (0.08%) 0.00
Increased by 0.00%
Feb 29, 24
14 Fidelity Nasdaq Composite Index 83.84K (0.07%) 0.00
Increased by 0.00%
Mar 31, 24
15 Fidelity VIP Dynamic Cap App Initial 75.51K (0.06%) 0.00
Increased by 0.00%
Mar 31, 24
16 VIP Dynamic Cap App Initial 75.51K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
17 Dolphin 90/10 IL 65.00K (0.05%) 0.00
Increased by 0.00%
Jan 31, 24
18 Guardian Large Cap Fundamental Gr VIP 59.80K (0.05%) 0.00
Increased by 0.00%
Mar 31, 24
19 AVIP Fidelity Instl AM® Eq Gr Prtfl 33.27K (0.03%) 33.27K
Increased by +100.00%
Dec 31, 23
20 1290 VT Micro Cap K 21.69K (0.02%) 5.30K
Increased by +24.43%
Feb 29, 24