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 1.10M (46.04%) 100.00K
Increased by +9.09%
Jun 30, 25
2 Citadel Advisors Llc 88.11K (3.69%) 72.82K
Increased by +82.64%
Sep 30, 24
3 Commonwealth Equity Services Inc 51.72K (2.16%) -1.30K
Decreased by -2.51%
Jun 30, 25
4 Vontobel Holding Ltd. 26.70K (1.12%) -4.65K
Decreased by -17.42%
Dec 31, 23
5 XTX Topco Ltd 20.13K (0.84%) 9.17K
Increased by +45.59%
Mar 31, 25
6 TWO SIGMA SECURITIES, LLC 16.01K (0.67%) 5.24K
Increased by +32.74%
Mar 31, 25
7 H D Vest Advisory Services 15.00K (0.63%) 15.00K
Increased by +100.00%
Jun 30, 25
8 UBS Group AG 13.46K (0.56%) -2.05K
Decreased by -15.23%
Jun 30, 25
9 Dimensional Fund Advisors, Inc. 12.88K (0.54%) 586.00
Increased by +4.55%
Dec 31, 23
10 Coyle Financial Counsel, Inc 12.00K (0.50%) 0.00
Increased by 0.00%
Jun 30, 24
11 Millennium Management LLC 11.35K (0.47%) 11.35K
Increased by +100.00%
Mar 31, 24
12 Geode Capital Management, LLC 11.08K (0.46%) 0.00
Increased by 0.00%
Mar 31, 25
13 CIBC World Markets Inc. 10.98K (0.46%) 10.98K
Increased by +100.00%
Jun 30, 25
14 Renaissance Technologies Corp 10.90K (0.46%) -9.50K
Decreased by -87.16%
Dec 31, 24
15 Inspire Advisors, LLC 10.85K (0.45%) 0.00
Increased by 0.00%
Sep 30, 24
16 Virtu Financial LLC 10.43K (0.44%) 10.43K
Increased by +100.00%
Jun 30, 25
17 Steward Partners Investment Advisory, LLC 10.00K (0.42%) 10.00K
Increased by +100.00%
Dec 31, 24
18 Morgan Stanley - Brokerage Accounts 9.54K (0.40%) -2.00K
Decreased by -20.97%
Jun 30, 25
19 SBI Securities Co Ltd 8.27K (0.35%) 0.00
Increased by 0.00%
Jun 30, 25
20 Royal Bank of Canada 6.56K (0.27%) -174.00
Decreased by -2.65%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Nasdaq Composite Index 7.88K (0.33%) 0.00
Increased by 0.00%
Jul 31, 25
2 DFA US Core Equity 2 I 5.00K (0.21%) 0.00
Increased by 0.00%
Dec 31, 23
3 JNL/DFA US Small Cap A 3.66K (0.15%) 0.00
Increased by 0.00%
Jun 30, 24
4 Dimensional Global Small Coms USD Acc 3.63K (0.15%) 0.00
Increased by 0.00%
Jul 31, 24
5 Carbon Collective Climate Sol US Eq ETF 754.00 (0.03%) 0.00
Increased by 0.00%
Dec 29, 23
6 Dimensional World Equity GBP Acc 586.00 (0.02%) 0.00
Increased by 0.00%
Jul 31, 24
7 Strategy Shares Halt Climate Change ETF 386.00 (0.02%) 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