Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSM 0.26%
2 SMD 0.19%
3 DMRM 0.14%
4 VGT 0.11%
5 VYM 0.06%
6 USDY 0.06%
7 ONEK 0.02%
8 VTI 0.02%
9 THRK 0.02%
10 VONV 0.01%
11 VT 0.01%
12 MOM 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 IFP Advisors, LLC 45.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
2 (Junk)CommonWealth PPS 0.00 (0.00%) -26.63K
Decreased by N/A%
Dec 31, 23
3 Advantus Capital Management, Inc. 0.00 (0.00%) -11.14K
Decreased by N/A%
Dec 31, 23
4 Bradley Foster & Sargent Inc 0.00 (0.00%) -9.20K
Decreased by N/A%
Dec 31, 23
5 CCM Partners LP 0.00 (0.00%) -6.11K
Decreased by N/A%
Dec 31, 23
6 CIBC Global Asset Management Inc 0.00 (0.00%) -3.81K
Decreased by N/A%
Dec 31, 23
7 Commerce Bank NA/MO 0.00 (0.00%) -6.78K
Decreased by N/A%
Dec 31, 23
8 Crawford Investment Counsel, Inc 0.00 (0.00%) -42.43K
Decreased by N/A%
Dec 31, 23
9 Earnest Partners LLC 0.00 (0.00%) -57.00
Decreased by N/A%
Dec 31, 23
10 Federated Hermes Inc 0.00 (0.00%) -32.39K
Decreased by N/A%
Dec 31, 23
11 Goldman Sachs Group Inc 0.00 (0.00%) -679.32K
Decreased by N/A%
Dec 31, 23
12 ING Investment Management LLC 0.00 (0.00%) -68.28K
Decreased by N/A%
Dec 31, 23
13 Leavell T & Associates Inc 0.00 (0.00%) -12.00K
Decreased by N/A%
Dec 31, 23
14 M&R Capital Management Inc 0.00 (0.00%) -49.00
Decreased by N/A%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 0.00 (0.00%) -664.62K
Decreased by N/A%
Dec 31, 23
16 Raymond James & Associates 0.00 (0.00%) -8.13K
Decreased by N/A%
Dec 31, 23
17 Schaper Benz & Wise Invest Counsel 0.00 (0.00%) -349.36K
Decreased by N/A%
Dec 31, 23
18 State Board Of Admin Of Florida Retir 0.00 (0.00%) -121.11K
Decreased by N/A%
Dec 31, 23
19 State Of Wisconsin Investment Board 0.00 (0.00%) -568.26K
Decreased by N/A%
Dec 31, 23
20 Thrivent Financial For Lutherans 0.00 (0.00%) -32.93K
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Picton Mahoney Fortified Arbtrg Pl Alt F 575.26K (0.46%) -12.64K
Decreased by -2.20%
Sep 30, 23
2 Fidelity Dividend Series F 373.94K (0.30%) 268.00
Increased by +0.07%
Sep 30, 23
3 BlackRock Extended Mkt Composite 309.26K (0.25%) -1.61K
Decreased by -0.52%
Sep 30, 23
4 Fidelity Canadian Large Cap Sr B 172.63K (0.14%) 0.00
Increased by 0.00%
Sep 30, 23
5 Fidelity Monthly Income Series F 141.59K (0.11%) -618.00
Decreased by -0.44%
Sep 30, 23
6 Fidelity Canadian Asset Allocation B 110.14K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
7 Russell Personalized DI Large Cap Growth 102.22K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fidelity NorthStar Sr F 99.73K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
9 Fidelity Dividend Plus Series A 82.16K (0.07%) 0.00
Increased by 0.00%
Sep 30, 23
10 MoA Mid Cap Equity Index Fund 79.16K (0.06%) -9.91K
Decreased by -12.51%
Sep 30, 23
11 Picton Mahoney Fortified Arbtrg Alt Fd F 61.80K (0.05%) -4.70K
Decreased by -7.61%
Sep 30, 23
12 EHP Global Arbitrage Alternative Cl F 42.00K (0.03%) -18.30K
Decreased by -43.57%
Aug 31, 23
13 Fidelity Income Allocation Series A 41.86K (0.03%) -265.00
Decreased by -0.63%
Sep 30, 23
14 Fidelity Concntr Val Priv Pool Sr F 36.23K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
15 NT Wld Sm Cap ESG Low Carb IdxFdrBGBPAcc 34.83K (0.03%) 34.83K
Increased by +100.00%
Sep 30, 23
16 Russell Personalized DI Large Cap Value 28.49K (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
17 Leadersel Event Driven B Acc 27.00K (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
18 Undrly L&G Pen PMC Multi Asset 21.51K (0.02%) 21.51K
Increased by +100.00%
Sep 30, 23
19 Guggenheim Multi-Hedge Strategies P 14.54K (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
20 Fidelity NorthStar Balanced Sr F5 13.88K (0.01%) -111.00
Decreased by -0.80%
Sep 30, 23