Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Steel Peak Wealth Management LLC 249.46K (2.30%) 249.46K
Increased by +100.00%
Jun 29, 26
2 DDFG Inc 107.83K (1.00%) 37.30K
Increased by +34.59%
Jun 29, 26
3 Millennium Management LLC 69.76K (0.64%) -25.87K
Decreased by -37.08%
Mar 30, 26
4 Wellington Shields & Co., LLC 65.73K (0.61%) 0.00
Increased by 0.00%
Mar 30, 26
5 Vanguard Capital Management, LLC 49.45K (0.46%) 49.45K
Increased by +100.00%
Mar 30, 26
6 Aaron Wealth Advisors LLC 32.56K (0.30%) 32.56K
Increased by +100.00%
Jun 29, 26
7 Vanguard Group Inc 30.16K (0.28%) 30.16K
Increased by +100.00%
Dec 30, 25
8 Tamar Securities, LLC 30.00K (0.28%) 15.00K
Increased by +50.00%
Mar 30, 26
9 Brown Brothers Harriman & Co 23.69K (0.22%) 0.00
Increased by 0.00%
Mar 30, 26
10 Citadel Advisors Llc 20.99K (0.19%) 20.99K
Increased by +100.00%
Dec 30, 25
11 XTX Topco Ltd 19.73K (0.18%) -5.45K
Decreased by -27.61%
Mar 30, 26
12 HighTower Advisors, LLC 19.68K (0.18%) 0.00
Increased by 0.00%
Mar 30, 26
13 RVW Wealth, LLC 18.00K (0.17%) 0.00
Increased by 0.00%
Jun 29, 26
14 Jane Street Group LLC 17.17K (0.16%) 17.17K
Increased by +100.00%
Dec 30, 25
15 Geode Capital Management, LLC 17.14K (0.16%) 0.00
Increased by 0.00%
Mar 30, 26
16 Miracle Mile Advisors, INC. 16.00K (0.15%) 0.00
Increased by 0.00%
Mar 30, 26
17 Bank of America Corp 14.12K (0.13%) 0.00
Increased by 0.00%
Mar 30, 26
18 LPL Financial Corp 13.30K (0.12%) 300.00
Increased by +2.26%
Mar 30, 26
19 Vanguard Fiduciary Trust Co 12.48K (0.12%) 12.48K
Increased by +100.00%
Mar 30, 26
20 Hodges Capital Management Inc 10.00K (0.09%) 0.00
Increased by 0.00%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Morn Total Stk Mkt Idx Investor 64.28K (0.59%) 18.40K
Increased by +28.63%
Jun 29, 26
2 Vanguard Total Stock Mkt Idx Inv 64.28K (0.59%) 18.40K
Increased by +28.63%
Jun 29, 26
3 iShares Micro-Cap ETF 37.16K (0.34%) -496.00
Decreased by -1.33%
Jul 30, 26
4 Fidelity Nasdaq Composite Index 17.14K (0.16%) 0.00
Increased by 0.00%
Jun 29, 26
5 Vanguard Instl Ttl Stck Mkt Index Trust 12.48K (0.12%) 0.00
Increased by 0.00%
Jun 29, 26
6 Vanguard Balanced Index Inv 9.90K (0.09%) -5.68K
Decreased by -57.38%
Jun 29, 26
7 Victory Extended Market Index 1.24K (0.01%) 1.24K
Increased by +100.00%
Jun 29, 26
8 JHVIT Total Stock Market Index I 640.00 (0.01%) 0.00
Increased by 0.00%
Mar 30, 26
9 Vanguard Instl Ttl Stk Mkt Idx InstlPls 129.00 (0.00%) 129.00
Increased by +100.00%
Jun 29, 26
10 Vanguard Morn Instl Ttl StkMktIdxInstlPl 129.00 (0.00%) 129.00
Increased by +100.00%
Jun 29, 26