Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Soltis Investment Advisors, LLC 2.65M (30.70%) 2.65M
Increased by +100.00%
Sep 30, 24
2 Vanguard Group Inc 370.70K (4.29%) 0.00
Increased by 0.00%
Dec 31, 24
3 Hardy Reed LLC 370.50K (4.29%) 26.73K
Increased by +7.22%
Dec 31, 24
4 Bard Associates Inc 364.82K (4.23%) 0.00
Increased by 0.00%
Dec 31, 24
5 Melia Wealth LLC 351.14K (4.07%) 10.30K
Increased by +2.93%
Dec 31, 24
6 Portfolio Strategies, Inc. 302.51K (3.50%) 302.51K
Increased by +100.00%
Mar 31, 24
7 CARY STREET PARTNERS FINANCIAL LLC 300.66K (3.48%) 300.66K
Increased by +100.00%
Dec 31, 24
8 Avant Financial Advisors LLC 290.28K (3.36%) 290.28K
Increased by +100.00%
Dec 31, 24
9 Shufro Rose & CO LLC 216.78K (2.51%) 0.00
Increased by 0.00%
Dec 31, 24
10 Renaissance Technologies Corp 153.20K (1.77%) -30.93K
Decreased by -20.19%
Dec 31, 24
11 Pinnacle Wealth Planning Services Inc 147.35K (1.71%) 10.19K
Increased by +6.92%
Sep 30, 24
12 International Assets Investment Management, LLC 146.68K (1.70%) 119.59K
Increased by +81.53%
Sep 30, 24
13 Beese Fulmer Investment Management Inc 142.60K (1.65%) 12.62K
Increased by +8.85%
Dec 31, 24
14 Moneta Group Investment Advisors Inc 126.03K (1.46%) 101.33K
Increased by +80.40%
Sep 30, 24
15 Fortress Financial Solutions, LLC 122.27K (1.42%) 122.27K
Increased by +100.00%
Dec 31, 24
16 Geode Capital Management, LLC 115.02K (1.33%) 1.11K
Increased by +0.96%
Dec 31, 24
17 Bellwether Advisors, LLC 105.58K (1.22%) 0.00
Increased by 0.00%
Dec 31, 24
18 Pds Planning Inc 98.53K (1.14%) 98.53K
Increased by +100.00%
Mar 31, 24
19 Atria Wealth Solutions, Inc. 72.41K (0.84%) 322.00
Increased by +0.44%
Jun 30, 24
20 WADDELL & ASSOCIATES, LLC 64.20K (0.74%) -12.92K
Decreased by -20.12%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 262.66K (3.04%) 0.00
Increased by 0.00%
Feb 28, 25
2 Vanguard Institutional Extnd Mkt Idx Tr 97.42K (1.13%) 0.00
Increased by 0.00%
Feb 28, 25
3 Fidelity Extended Market Index 57.00K (0.66%) -865.00
Decreased by -1.52%
Jan 31, 25
4 DP Selección B FI 54.87K (0.64%) 54.87K
Increased by +100.00%
Dec 31, 23
5 Sigma Investment House Selección B FI 54.87K (0.64%) 0.00
Increased by 0.00%
Mar 31, 24
6 Fidelity® Extended Market Index 51.78K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
7 RBC Microcap Value I 38.70K (0.45%) 0.00
Increased by 0.00%
Dec 31, 24
8 Fidelity® Total Market Index 23.83K (0.28%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity Total Market Index 23.43K (0.27%) -101.00
Decreased by -0.43%
Jan 31, 25
10 iShares Micro-Cap ETF 21.14K (0.24%) 0.00
Increased by 0.00%
Feb 28, 25
11 Bridgeway Ultra-Small Company 15.22K (0.18%) 0.00
Increased by 0.00%
Dec 31, 24
12 Fidelity Series Total Market Index 12.88K (0.15%) 0.00
Increased by 0.00%
Jan 31, 25
13 Fidelity® Series Total Market Index 9.93K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Nasdaq Composite Index 9.85K (0.11%) 0.00
Increased by 0.00%
Jan 31, 25
15 Spartan Extended Market Index Pool E 7.84K (0.09%) 865.00
Increased by +11.03%
Jan 31, 25
16 Schwab Total Stock Market Index 7.73K (0.09%) 0.00
Increased by 0.00%
Feb 28, 25
17 NT Ext Equity Mkt Idx Fd - L 7.38K (0.09%) 0.00
Increased by 0.00%
Dec 31, 24
18 Northern Trust Extended Eq Market Idx 7.38K (0.09%) 0.00
Increased by 0.00%
Dec 31, 24
19 NT Ext Equity Mkt Idx Fd - NL 7.00K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24
20 Vanguard Instl Ttl Stck Mkt Idx Tr 6.83K (0.08%) 0.00
Increased by 0.00%
Dec 31, 24