Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSIL 1.70%
2 AVXC 0.03%
3 VSS 0.02%
4 EWX 0.01%
5 DFAX 0.00%
6 DFSE 0.00%
7 AVES 0.00%
8 DFEM 0.00%
9 TLTE 0.00%
10 DFAE 0.00%
11 DFEV 0.00%
12 AVEM 0.00%
13 VT 0.00%
14 VWO 0.00%
15 VXF 0.00%
16 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Financial Advocates Investment Management 62.81K (1.46%) 5.50K
Increased by +8.76%
Dec 31, 23
2 UBS Group AG 32.84K (0.76%) 32.84K
Increased by +100.00%
Dec 31, 23
3 Vanguard Group Inc 16.33K (0.38%) 1.83K
Increased by +11.20%
Dec 31, 23
4 Geode Capital Management, LLC 16.18K (0.38%) 0.00
Increased by 0.00%
Dec 31, 23
5 TWO SIGMA SECURITIES, LLC 12.79K (0.30%) 12.79K
Increased by +100.00%
Dec 31, 23
6 State Street Corporation 12.50K (0.29%) 0.00
Increased by 0.00%
Dec 31, 23
7 Tower Research Capital LLC 7.01K (0.16%) 2.12K
Increased by +30.21%
Dec 31, 23
8 Westside Investment Management, Inc. 94.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
9 FWL INVESTMENT MANAGEMENT, LLC 80.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
10 Wells Fargo & Co 20.00 (0.00%) 1.00
Increased by +5.00%
Dec 31, 23
11 JPMorgan Chase & Co 0.00 (0.00%) -200.00
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 16.33K (0.38%) 0.00
Increased by 0.00%
Feb 29, 24
2 Fidelity® Extended Market Index 15.18K (0.35%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity Extended Market Index 15.11K (0.35%) -73.00
Decreased by -0.48%
Feb 29, 24
4 NT Ext Equity Mkt Idx Fd - L 3.48K (0.08%) 0.00
Increased by 0.00%
Mar 31, 24
5 Northern Trust Extended Eq Market Idx 3.48K (0.08%) 0.00
Increased by 0.00%
Dec 31, 23
6 Fidelity Series Total Market Index 996.00 (0.02%) 0.00
Increased by 0.00%
Feb 29, 24
7 Fidelity® Series Total Market Index 996.00 (0.02%) 0.00
Increased by 0.00%
Nov 30, 23
8 Spartan Extended Market Index Pool E 73.00 (0.00%) 73.00
Increased by +100.00%
Feb 29, 24