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 (13.53%) 420.83K
Increased by +90.24%
Sep 30, 23
2 Two Sigma Investments LLC 203.20K (5.90%) 203.20K
Increased by +100.00%
Dec 31, 23
3 Anson Funds Management LP 176.09K (5.11%) 126.54K
Increased by +71.86%
Mar 31, 25
4 Two Sigma Advisers, LLC 110.08K (3.19%) 110.08K
Increased by +100.00%
Dec 31, 23
5 Mercer Global Advisors Inc. 75.62K (2.19%) 75.62K
Increased by +100.00%
Sep 30, 23
6 Walleye Trading Advisors, LLC 75.00K (2.18%) 75.00K
Increased by +100.00%
Sep 30, 23
7 Renaissance Technologies Corp 67.00K (1.94%) 67.00K
Increased by +100.00%
Dec 31, 23
8 State Street Corporation 52.13K (1.51%) -240.00
Decreased by -0.46%
Dec 31, 23
9 HRT FINANCIAL LLC 45.41K (1.32%) 14.67K
Increased by +32.30%
Sep 30, 24
10 Virtu Financial LLC 42.74K (1.24%) 42.74K
Increased by +100.00%
Jun 30, 24
11 Charter Trust Co 40.00K (1.16%) 40.00K
Increased by +100.00%
Dec 31, 23
12 Quinn Opportunity Partners LLC 29.80K (0.86%) 29.80K
Increased by +100.00%
Mar 31, 25
13 TRUE Private Wealth Advisors 29.74K (0.86%) 0.00
Increased by 0.00%
Dec 31, 23
14 Susquehanna International Group, LLP 29.30K (0.85%) 29.30K
Increased by +100.00%
Mar 31, 25
15 Northern Trust Corp 25.98K (0.75%) 447.00
Increased by +1.72%
Dec 31, 23
16 Millennium Management LLC 21.86K (0.63%) -111.14K
Decreased by -508.50%
Dec 31, 23
17 Arcadia Wealth Management LLC 21.61K (0.63%) 0.00
Increased by 0.00%
Dec 31, 23
18 HPM Partners LLC 21.50K (0.62%) 21.50K
Increased by +100.00%
Sep 30, 24
19 Commonwealth Equity Services Inc 18.77K (0.54%) 18.77K
Increased by +100.00%
Sep 30, 23
20 Vanguard Group Inc 13.10K (0.38%) 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 (5.89%) 0.00
Increased by 0.00%
Feb 29, 24
2 iShares Core S&P Total US Stock Mkt ETF 138.84K (4.03%) 0.00
Increased by 0.00%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 123.90K (3.60%) 0.00
Increased by 0.00%
Feb 29, 24
4 Fidelity® Extended Market Index 83.13K (2.41%) 0.00
Increased by 0.00%
Nov 30, 23
5 Medical Cannabis and Wellness ETF Acc 67.79K (1.97%) -2.84K
Decreased by -4.19%
Sep 22, 23
6 BlackRock Extended Mkt Composite 35.46K (1.03%) 5.00
Increased by +0.01%
Sep 30, 23
7 Fidelity® Total Market Index 24.36K (0.71%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity® Series Total Market Index 17.75K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
9 Amplify Alternative Harvest ETF 12.68K (0.37%) 0.00
Increased by 0.00%
Apr 30, 24
10 Vanguard Instl Ttl Stck Mkt Idx Tr 8.33K (0.24%) -397.32K
Decreased by -4.77 K%
Oct 31, 23
11 Vanguard Instl Ttl Stk Mkt Idx InstlPls 8.33K (0.24%) 0.00
Increased by 0.00%
Jan 31, 24
12 Vanguard Balanced Index Inv 6.82K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
13 Vanguard U.S. Eq Idx £ Acc 5.88K (0.17%) 0.00
Increased by 0.00%
Feb 29, 24
14 SSgA U.S. Extended Market Index Class I 4.43K (0.13%) 0.00
Increased by 0.00%
Dec 31, 23
15 BlackRock U.S. Equity Market F 3.83K (0.11%) 37.00
Increased by +0.97%
Mar 31, 24
16 Fidelity Nasdaq Composite Index 3.39K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
17 Revisor CBD Growth Strategy 2.48K (0.07%) 2.48K
Increased by +100.00%
Aug 31, 24
18 BlackRock Extended Equity Market K 1.93K (0.06%) 0.00
Increased by 0.00%
Jun 30, 24
19 Fidelity Total Market Index 1.52K (0.04%) 0.00
Increased by 0.00%
Oct 31, 24
20 NT US Market Cap Idx Fd - L 1.06K (0.03%) 0.00
Increased by 0.00%
Dec 31, 23