Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DGS 0.19%
2 EWX 0.09%
3 EEMS 0.04%
4 FLQE 0.03%
5 AVXC 0.02%
6 DFSE 0.02%
7 DFEM 0.02%
8 EWX 0.02%
9 SCHE 0.02%
10 AVSE 0.01%
11 VYMI 0.01%
12 VWO 0.01%
13 DFAX 0.01%
14 IEMG 0.01%
15 TLTE 0.01%
16 DFEM 0.01%
17 AVEM 0.00%
18 DFAE 0.00%
19 DFSE 0.00%
20 DFAE 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Grace & White Inc 768.38K (5.71%) -149.79K
Decreased by -19.49%
Dec 31, 24
2 Renaissance Technologies Corp 534.87K (3.97%) -7.00K
Decreased by -1.31%
Sep 30, 24
3 Wells Fargo & Co 453.14K (3.37%) 4.96K
Increased by +1.09%
Sep 30, 24
4 Janney Montgomery Scott LLC 162.88K (1.21%) 0.00
Increased by 0.00%
Dec 31, 24
5 U.S. Bancorp 72.32K (0.54%) 0.00
Increased by 0.00%
Sep 30, 24
6 Atlantic Trust Group, LLC 43.91K (0.33%) 43.91K
Increased by +100.00%
Sep 30, 24
7 Juncture Wealth Strategies, LLC 34.38K (0.26%) 0.00
Increased by 0.00%
Dec 31, 24
8 HighTower Advisors, LLC 27.98K (0.21%) 0.00
Increased by 0.00%
Sep 30, 24
9 Citadel Advisors Llc 19.64K (0.15%) 1.98K
Increased by +10.10%
Sep 30, 23
10 Highland Capital Management, LLC 18.04K (0.13%) -1.26K
Decreased by -7.01%
Dec 31, 24
11 Geode Capital Management, LLC 12.19K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
12 UBS Group AG 3.67K (0.03%) -2.30K
Decreased by -62.72%
Sep 30, 24
13 HARBOUR INVESTMENTS, INC. 2.00K (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
14 Barclays PLC 1.00K (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 760.00 (0.01%) -760.00
Decreased by -100.00%
Sep 30, 24
16 Advisor Group Holdings, Inc. 500.00 (0.00%) 500.00
Increased by +100.00%
Sep 30, 24
17 Royal Bank of Canada 164.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 23
18 Golden State Wealth Management, LLC 50.00 (0.00%) 50.00
Increased by +100.00%
Dec 31, 24
19 Bank of America Corp 1.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
20 Cutler Group LP 0.00 (0.00%) -4.00K
Decreased by N/A%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Forest Sea Eagle IL 302.08K (2.24%) 0.00
Increased by 0.00%
Oct 31, 24
2 Forest Equity IL 218.24K (1.62%) 0.00
Increased by 0.00%
Oct 31, 24
3 DP Selección B FI 144.01K (1.07%) 0.00
Increased by 0.00%
Dec 31, 23
4 Forest 80/20 IL 90.51K (0.67%) 0.00
Increased by 0.00%
Oct 31, 24
5 Forest Bonds IL! 84.09K (0.62%) 0.00
Increased by 0.00%
Oct 31, 24
6 Forest 90/10 IL 45.65K (0.34%) 0.00
Increased by 0.00%
Oct 31, 24
7 Sigma Investment House Selección B FI 26.44K (0.20%) -117.57K
Decreased by -444.67%
Apr 30, 24
8 Fidelity Nasdaq Composite Index 15.52K (0.12%) 3.33K
Increased by +21.45%
Dec 31, 24
9 Forest Select 75/25 IL 10.00K (0.07%) 0.00
Increased by 0.00%
Oct 31, 24
10 Forest 70/30 9.99K (0.07%) 0.00
Increased by 0.00%
Oct 31, 24