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 1.00M (4.37%) 599.59K
Increased by +59.96%
Mar 31, 25
2 Citadel Advisors Llc 88.11K (0.38%) 72.82K
Increased by +82.64%
Sep 30, 24
3 Commonwealth Equity Services Inc 52.72K (0.23%) 0.00
Increased by 0.00%
Dec 31, 24
4 Susquehanna International Group, LLP 29.77K (0.13%) 29.77K
Increased by +100.00%
Dec 31, 24
5 Vontobel Holding Ltd. 26.70K (0.12%) -4.65K
Decreased by -17.42%
Dec 31, 23
6 Virtu Financial LLC 25.09K (0.11%) 25.09K
Increased by +100.00%
Sep 30, 24
7 XTX Topco Ltd 20.13K (0.09%) 9.17K
Increased by +45.59%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 12.88K (0.06%) 586.00
Increased by +4.55%
Dec 31, 23
9 Coyle Financial Counsel, Inc 12.00K (0.05%) 0.00
Increased by 0.00%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 11.54K (0.05%) 577.00
Increased by +5.00%
Mar 31, 25
11 Millennium Management LLC 11.35K (0.05%) 11.35K
Increased by +100.00%
Mar 31, 24
12 Geode Capital Management, LLC 11.08K (0.05%) 0.00
Increased by 0.00%
Mar 31, 25
13 Renaissance Technologies Corp 10.90K (0.05%) -9.50K
Decreased by -87.16%
Dec 31, 24
14 Inspire Advisors, LLC 10.85K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
15 TWO SIGMA SECURITIES, LLC 10.77K (0.05%) -4.32K
Decreased by -40.15%
Dec 31, 24
16 Steward Partners Investment Advisory, LLC 10.00K (0.04%) 10.00K
Increased by +100.00%
Dec 31, 24
17 SBI Securities Co Ltd 8.27K (0.04%) 0.00
Increased by 0.00%
Mar 31, 25
18 SIMPLEX TRADING, LLC 7.62K (0.03%) -1.67K
Decreased by -21.84%
Mar 31, 25
19 Royal Bank of Canada 6.74K (0.03%) 423.00
Increased by +6.28%
Mar 31, 25
20 Rhumbline Advisers 6.11K (0.03%) 4.62K
Increased by +75.52%
Mar 31, 25

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%
Mar 31, 25
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