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 (6.66%) 4.04K
Increased by +7.31%
Mar 31, 24
2 Lakeview Capital Partners, LLC 19.27K (2.32%) -79.25K
Decreased by -411.21%
Dec 31, 24
3 QTR Family Wealth, LLC 19.27K (2.32%) 0.00
Increased by 0.00%
Jun 30, 25
4 Sigma Planning Corp 10.68K (1.29%) 10.68K
Increased by +100.00%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 10.56K (1.27%) -3.79K
Decreased by -35.86%
Dec 31, 23
6 ADVISOR PARTNERS II, LLC 10.10K (1.22%) 0.00
Increased by 0.00%
Sep 30, 23
7 Pathstone Holdings LLC 10.10K (1.22%) 0.00
Increased by 0.00%
Mar 31, 24
8 BlackRock Inc 408.00 (0.05%) 0.00
Increased by 0.00%
Jun 30, 25
9 SIMPLEX TRADING, LLC 401.00 (0.05%) 401.00
Increased by +100.00%
Jun 30, 24
10 Bank of America Corp 274.00 (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
11 UBS Group AG 269.00 (0.03%) -9.94K
Decreased by -3.70 K%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 100.00 (0.01%) -38.00
Decreased by -38.00%
Jun 30, 25
13 Crédit Agricole S.A. 68.00 (0.01%) 0.00
Increased by 0.00%
Mar 31, 25
14 Abich Financial Wealth Management LLC 60.00 (0.01%) 60.00
Increased by +100.00%
Mar 31, 24
15 Trust Co Of Toledo Na 51.00 (0.01%) 51.00
Increased by +100.00%
Jun 30, 25
16 Advisor Group Holdings, Inc. 50.00 (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
17 Tower Research Capital LLC 50.00 (0.01%) 50.00
Increased by +100.00%
Jun 30, 25
18 Wells Fargo & Co 35.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
19 SBI Securities Co Ltd 20.00 (0.00%) -1.00
Decreased by -5.00%
Jun 30, 25
20 CWM, LLC duplicate 11.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Micro-Cap ETF 20.66K (2.49%) 0.00
Increased by 0.00%
May 29, 24
2 Dimensional Global Core Equity USD Acc 3.69K (0.44%) 0.00
Increased by 0.00%
Dec 31, 23
3 Dimensional Global Trgtd Value USD Acc 2.60K (0.31%) 0.00
Increased by 0.00%
Dec 31, 23
4 Dimensional World Equity GBP Acc 2.00K (0.24%) 0.00
Increased by 0.00%
Dec 31, 23
5 1290 VT Micro Cap K 1.56K (0.19%) 0.00
Increased by 0.00%
Mar 31, 24
6 Dimensional Global Small Coms USD Acc 1.14K (0.14%) 0.00
Increased by 0.00%
Dec 31, 23
7 Dimensional Global Sust Cor Eq USD Acc 1.14K (0.14%) 0.00
Increased by 0.00%
Dec 31, 23
8 Fidelity Nasdaq Composite Index 107.00 (0.01%) 0.00
Increased by 0.00%
Jul 31, 25
9 Guggenheim Active Allocation Fund 2.00 (0.00%) 1.00
Increased by +50.00%
May 31, 25