Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RAVI 0.59%
2 SCHJ 0.03%
3 BSV 0.01%
4 VCSH 0.01%
5 BND 0.01%
6 BIV 0.01%
7 VCIT 0.01%
8 SCHZ 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Axxcess Wealth Management, LLC 280.00K (1.36%) 100.00K
Increased by +35.71%
Sep 30, 24
2 Citadel Advisors Llc 88.11K (0.43%) 72.82K
Increased by +82.64%
Sep 30, 24
3 Commonwealth Equity Services Inc 50.12K (0.24%) 17.50K
Increased by +34.91%
Jun 30, 24
4 Vontobel Holding Ltd. 26.70K (0.13%) -4.65K
Decreased by -17.42%
Dec 31, 23
5 Renaissance Technologies Corp 20.40K (0.10%) 9.10K
Increased by +44.61%
Sep 30, 24
6 TWO SIGMA SECURITIES, LLC 15.09K (0.07%) 15.09K
Increased by +100.00%
Sep 30, 24
7 Susquehanna International Group, LLP 14.96K (0.07%) -10.19K
Decreased by -68.07%
Mar 31, 24
8 UBS Group AG 14.59K (0.07%) -13.42K
Decreased by -91.97%
Sep 30, 24
9 Ground Swell Capital, LLC 14.29K (0.07%) 14.29K
Increased by +100.00%
Sep 30, 24
10 Morgan Stanley - Brokerage Accounts 14.13K (0.07%) -14.04K
Decreased by -99.32%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 12.88K (0.06%) 586.00
Increased by +4.55%
Dec 31, 23
12 Coyle Financial Counsel, Inc 12.00K (0.06%) 0.00
Increased by 0.00%
Jun 30, 24
13 Millennium Management LLC 11.35K (0.06%) 11.35K
Increased by +100.00%
Mar 31, 24
14 Geode Capital Management, LLC 11.08K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
15 Virtu Financial LLC 10.87K (0.05%) -3.10K
Decreased by -28.56%
Mar 31, 24
16 Inspire Advisors, LLC 10.85K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
17 Royal Bank of Canada 5.52K (0.03%) -17.00K
Decreased by -307.86%
Sep 30, 24
18 Advisor Group Holdings, Inc. 4.95K (0.02%) -69.21K
Decreased by -1.40 K%
Jun 30, 24
19 Group One Trading, LP 3.13K (0.02%) 3.13K
Increased by +100.00%
Sep 30, 23
20 SIMPLEX TRADING, LLC 1.55K (0.01%) 1.08K
Increased by +69.74%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Nasdaq Composite Index 11.08K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
2 DFA US Core Equity 2 I 5.00K (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
3 JNL/DFA US Small Cap A 3.66K (0.02%) 0.00
Increased by 0.00%
Jun 30, 24
4 Dimensional Global Small Coms USD Acc 3.63K (0.02%) 0.00
Increased by 0.00%
Jul 31, 24
5 Carbon Collective Climate Sol US Eq ETF 754.00 (0.00%) 0.00
Increased by 0.00%
Dec 29, 23
6 Dimensional World Equity GBP Acc 586.00 (0.00%) 0.00
Increased by 0.00%
Jul 31, 24
7 Strategy Shares Halt Climate Change ETF 386.00 (0.00%) 0.00
Increased by 0.00%
Sep 22, 23
8 Dimensional US Sustainability Core 1 ETF 4.00 (0.00%) 0.00
Increased by 0.00%
Jan 31, 24