Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ISZE 36.18%
2 IBLC 0.00%
3 IPAC 0.00%
4 EEMV 0.00%
5 IVLU 0.00%
6 EEMA 0.00%
7 IDRV 0.00%
8 ESGD 0.00%
9 AAXJ 0.00%
10 EXI 0.00%
11 IGRO 0.00%
12 EFV 0.00%
13 IWTR 0.00%
14 EFRA 0.00%
15 EMXF 0.00%
16 EPP 0.00%
17 EQLT 0.00%
18 ERET 0.00%
19 ESGE 0.00%
20 ETEC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 SmartHarvest Portfolios, LLC 114.74K (0.37%) 114.74K
Increased by +100.00%
Mar 31, 26
2 Renaissance Technologies Corp 91.80K (0.30%) 8.64K
Increased by +9.41%
Mar 31, 26
3 UBS Group AG 68.76K (0.22%) -18.75K
Decreased by -27.27%
Mar 31, 26
4 Ambassador Advisors, LLC 67.92K (0.22%) 51.92K
Increased by +76.44%
Mar 31, 26
5 Virtu Financial LLC 63.57K (0.21%) 41.06K
Increased by +64.60%
Sep 30, 25
6 XTX Topco Ltd 63.38K (0.21%) 63.38K
Increased by +100.00%
Dec 31, 25
7 GAMMA Investing LLC 32.37K (0.11%) 26.71K
Increased by +82.50%
Mar 31, 26
8 BlackRock Inc 24.23K (0.08%) -786.00
Decreased by -3.24%
Sep 30, 23
9 Citadel Advisors Llc 22.63K (0.07%) 22.63K
Increased by +100.00%
Sep 30, 23
10 HighTower Advisors, LLC 20.26K (0.07%) 0.00
Increased by 0.00%
Dec 31, 25
11 Smith Anglin Financial, LLC 20.26K (0.07%) 0.00
Increased by 0.00%
Jun 30, 25
12 DGS Capital Management, LLC 19.84K (0.06%) -380.00
Decreased by -1.92%
Dec 31, 25
13 Shay Capital LLC 18.00K (0.06%) -33.00K
Decreased by -183.33%
Sep 30, 23
14 Institute for Wealth Management, LLC 12.50K (0.04%) 12.50K
Increased by +100.00%
Mar 31, 26
15 HRT FINANCIAL LLC 11.20K (0.04%) 11.20K
Increased by +100.00%
Sep 30, 23
16 Rhumbline Advisers 4.19K (0.01%) 1.95K
Increased by +46.64%
Mar 31, 26
17 EverSource Wealth Advisors, LLC 2.25K (0.01%) -3.07K
Decreased by -136.59%
Dec 31, 25
18 Advisor Group Holdings, Inc. 1.86K (0.01%) -320.00
Decreased by -17.16%
Dec 31, 25
19 Bank of America Corp 1.02K (0.00%) -108.87K
Decreased by -10.69 K%
Sep 30, 23
20 Hantz Financial Services, INC. 14.00 (0.00%) 1.00
Increased by +7.14%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 L51 Value Partners Greater China HY Inc 1.23M (4.00%) 0.00
Increased by 0.00%
Sep 30, 23
2 Parametric International Equity 27.20K (0.09%) 11.00K
Increased by +40.44%
Dec 31, 24
3 ActivePassive International Equity ETF 20.17K (0.07%) 0.00
Increased by 0.00%
Jan 31, 24