Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJX 2.13%
2 LOPX 0.91%
3 EQWS 0.23%
4 ITOT 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 HaLPern Financial Inc 466.35K (227.42%) 420.83K
Increased by +90.24%
Sep 30, 23
2 Two Sigma Investments LLC 203.20K (99.09%) 203.20K
Increased by +100.00%
Dec 31, 23
3 Anson Funds Management LP 176.09K (85.87%) 126.54K
Increased by +71.86%
Mar 31, 25
4 Two Sigma Advisers, LLC 110.08K (53.68%) 110.08K
Increased by +100.00%
Dec 31, 23
5 Mercer Global Advisors Inc. 75.62K (36.88%) 75.62K
Increased by +100.00%
Sep 30, 23
6 Walleye Trading Advisors, LLC 75.00K (36.57%) 75.00K
Increased by +100.00%
Sep 30, 23
7 Renaissance Technologies Corp 67.00K (32.67%) 67.00K
Increased by +100.00%
Dec 31, 23
8 State Street Corporation 52.13K (25.42%) -240.00
Decreased by -0.46%
Dec 31, 23
9 HRT FINANCIAL LLC 45.41K (22.15%) 14.67K
Increased by +32.30%
Sep 30, 24
10 Virtu Financial LLC 42.74K (20.84%) 42.74K
Increased by +100.00%
Jun 30, 24
11 Charter Trust Co 40.00K (19.51%) 40.00K
Increased by +100.00%
Dec 31, 23
12 Quinn Opportunity Partners LLC 29.80K (14.53%) 29.80K
Increased by +100.00%
Mar 31, 25
13 TRUE Private Wealth Advisors 29.74K (14.50%) 0.00
Increased by 0.00%
Dec 31, 23
14 Susquehanna International Group, LLP 29.30K (14.29%) 29.30K
Increased by +100.00%
Mar 31, 25
15 Northern Trust Corp 25.98K (12.67%) 447.00
Increased by +1.72%
Dec 31, 23
16 Millennium Management LLC 21.86K (10.66%) -111.14K
Decreased by -508.50%
Dec 31, 23
17 Arcadia Wealth Management LLC 21.61K (10.54%) 0.00
Increased by 0.00%
Dec 31, 23
18 HPM Partners LLC 21.50K (10.48%) 21.50K
Increased by +100.00%
Sep 30, 24
19 Commonwealth Equity Services Inc 18.77K (9.15%) 18.77K
Increased by +100.00%
Sep 30, 23
20 Vanguard Group Inc 13.10K (6.39%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 ETFMG Alternative Harvest ETF 202.86K (98.93%) 0.00
Increased by 0.00%
Feb 29, 24
2 iShares Core S&P Total US Stock Mkt ETF 138.84K (67.70%) 0.00
Increased by 0.00%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 123.90K (60.42%) 0.00
Increased by 0.00%
Feb 29, 24
4 Fidelity® Extended Market Index 83.13K (40.54%) 0.00
Increased by 0.00%
Nov 30, 23
5 Medical Cannabis and Wellness ETF Acc 67.79K (33.06%) -2.84K
Decreased by -4.19%
Sep 22, 23
6 BlackRock Extended Mkt Composite 35.46K (17.29%) 5.00
Increased by +0.01%
Sep 30, 23
7 Fidelity® Total Market Index 24.36K (11.88%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity® Series Total Market Index 17.75K (8.66%) 0.00
Increased by 0.00%
Nov 30, 23
9 Amplify Alternative Harvest ETF 12.68K (6.18%) 0.00
Increased by 0.00%
Apr 30, 24
10 Fidelity Extended Market Index 10.32K (5.03%) 0.00
Increased by 0.00%
Apr 30, 25
11 Vanguard Instl Ttl Stck Mkt Idx Tr 8.33K (4.06%) -397.32K
Decreased by -4.77 K%
Oct 31, 23
12 Vanguard Instl Ttl Stk Mkt Idx InstlPls 8.33K (4.06%) 0.00
Increased by 0.00%
Jan 31, 24
13 Vanguard Balanced Index Inv 6.82K (3.33%) 0.00
Increased by 0.00%
Nov 30, 23
14 Vanguard U.S. Eq Idx £ Acc 5.88K (2.87%) 0.00
Increased by 0.00%
Feb 29, 24
15 SSgA U.S. Extended Market Index Class I 4.43K (2.16%) 0.00
Increased by 0.00%
Dec 31, 23
16 BlackRock U.S. Equity Market F 3.83K (1.87%) 37.00
Increased by +0.97%
Mar 31, 24
17 Fidelity Nasdaq Composite Index 3.39K (1.65%) 0.00
Increased by 0.00%
Sep 30, 24
18 Fidelity Series Total Market Index 2.63K (1.28%) 2.28K
Increased by +86.60%
Apr 30, 25
19 Revisor CBD Growth Strategy 2.48K (1.21%) 2.48K
Increased by +100.00%
Aug 31, 24
20 BlackRock Extended Equity Market K 1.93K (0.94%) 0.00
Increased by 0.00%
Jun 30, 24