Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Armistice Capital, LLC 1.02M (58.00%) 1.02M
Increased by +100.00%
Jun 30, 23
2 Geode Capital Management, LLC 272.79K (15.45%) -3.83K
Decreased by -1.41%
Jun 30, 23
3 Vanguard Group Inc 116.33K (6.59%) 6.99K
Increased by +6.01%
Jun 30, 23
4 Wells Fargo & Co 11.32K (0.64%) 2.00
Increased by +0.02%
Jun 30, 23
5 PNC Financial Services Group Inc 629.00 (0.04%) 0.00
Increased by 0.00%
Jun 30, 23
6 Royal Bank of Canada 170.00 (0.01%) 170.00
Increased by +100.00%
Jun 30, 23
7 JPMorgan Chase & Co 100.00 (0.01%) 100.00
Increased by +100.00%
Jun 30, 23
8 Bourgeon Capital Management LLC 31.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 23
9 BARTLETT & Co WEALTH MANAGEMENT LLC 0.00 (0.00%) -166.00
Decreased by N/A%
Mar 31, 24
10 Bank of America Corp 0.00 (0.00%) -28.00
Decreased by N/A%
Jun 30, 23
11 Bartlett & Co. LLC 0.00 (0.00%) -167.00
Decreased by N/A%
Dec 31, 23
12 Belpointe Asset Management LLC 0.00 (0.00%) -95.00
Decreased by N/A%
Jun 30, 23
13 BlackRock Inc 0.00 (0.00%) -5.02K
Decreased by N/A%
Sep 30, 23
14 UBS Group AG 0.00 (0.00%) -850.00
Decreased by N/A%
Jun 30, 23
15 Verdence Capital Advisors LLC 0.00 (0.00%) -1.67K
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 NT Ext Equity Mkt Idx Fd - L 5.38K (0.30%) 0.00
Increased by 0.00%
Sep 30, 23
2 Northern Trust Extended Eq Market Idx 5.38K (0.30%) 0.00
Increased by 0.00%
Sep 30, 23
3 SSgA U.S. Extended Market Index Class I 2.80K (0.16%) 0.00
Increased by 0.00%
Sep 30, 23