Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PEAK6 INVESTMENTS LP 55.26K (10.02%) 4.04K
Increased by +7.31%
Mar 31, 24
2 Lakeview Capital Partners, LLC 19.27K (3.49%) -79.25K
Decreased by -411.21%
Dec 31, 24
3 Citadel Advisors Llc 15.43K (2.80%) 15.43K
Increased by +100.00%
Dec 31, 24
4 Sigma Planning Corp 10.68K (1.94%) 10.68K
Increased by +100.00%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 10.56K (1.91%) -3.79K
Decreased by -35.86%
Dec 31, 23
6 ADVISOR PARTNERS II, LLC 10.10K (1.83%) 0.00
Increased by 0.00%
Sep 30, 23
7 Pathstone Holdings LLC 10.10K (1.83%) 0.00
Increased by 0.00%
Mar 31, 24
8 UBS Group AG 3.60K (0.65%) 1.13K
Increased by +31.42%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 2.61K (0.47%) 2.48K
Increased by +95.20%
Dec 31, 24
10 Royal Bank of Canada 1.57K (0.29%) 1.57K
Increased by +100.00%
Dec 31, 24
11 Citigroup Inc 504.00 (0.09%) 504.00
Increased by +100.00%
Mar 31, 25
12 BlackRock Inc 408.00 (0.07%) 0.00
Increased by 0.00%
Mar 31, 25
13 SIMPLEX TRADING, LLC 401.00 (0.07%) 401.00
Increased by +100.00%
Jun 30, 24
14 Bank of America Corp 274.00 (0.05%) 0.00
Increased by 0.00%
Sep 30, 23
15 Crédit Agricole S.A. 68.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
16 Abich Financial Wealth Management LLC 60.00 (0.01%) 60.00
Increased by +100.00%
Mar 31, 24
17 Wells Fargo & Co 35.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 24
18 SBI Securities Co Ltd 21.00 (0.00%) -481.00
Decreased by -2.29 K%
Mar 31, 25
19 CWM, LLC duplicate 11.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25
20 Princeton Global Asset Management LLC 8.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Micro-Cap ETF 20.66K (3.74%) 0.00
Increased by 0.00%
May 29, 24
2 Dimensional Global Core Equity USD Acc 3.69K (0.67%) 0.00
Increased by 0.00%
Dec 31, 23
3 Dimensional Global Trgtd Value USD Acc 2.60K (0.47%) 0.00
Increased by 0.00%
Dec 31, 23
4 Dimensional World Equity GBP Acc 2.00K (0.36%) 0.00
Increased by 0.00%
Dec 31, 23
5 1290 VT Micro Cap K 1.56K (0.28%) 0.00
Increased by 0.00%
Mar 31, 24
6 Dimensional Global Small Coms USD Acc 1.14K (0.21%) 0.00
Increased by 0.00%
Dec 31, 23
7 Dimensional Global Sust Cor Eq USD Acc 1.14K (0.21%) 0.00
Increased by 0.00%
Dec 31, 23
8 Fidelity Nasdaq Composite Index 107.00 (0.02%) 0.00
Increased by 0.00%
Mar 31, 25
9 Guggenheim Active Allocation Fund 1.00 (0.00%) 0.00
Increased by 0.00%
Feb 28, 25