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 (52.84%) 1.02M
Increased by +100.00%
Jun 30, 23
2 Geode Capital Management, LLC 272.79K (14.08%) -3.83K
Decreased by -1.41%
Jun 30, 23
3 Vanguard Group Inc 116.33K (6.00%) 6.99K
Increased by +6.01%
Jun 30, 23
4 Wells Fargo & Co 11.32K (0.58%) 2.00
Increased by +0.02%
Jun 30, 23
5 CoreCap Advisors, LLC 4.36K (0.23%) 4.36K
Increased by +100.00%
Jun 30, 25
6 PNC Financial Services Group Inc 629.00 (0.03%) 0.00
Increased by 0.00%
Jun 30, 23
7 Royal Bank of Canada 170.00 (0.01%) 170.00
Increased by +100.00%
Jun 30, 23
8 Huntington National Bank 104.00 (0.01%) 104.00
Increased by +100.00%
Jun 30, 25
9 JPMorgan Chase & Co 100.00 (0.01%) 100.00
Increased by +100.00%
Jun 30, 23
10 Bourgeon Capital Management LLC 31.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 23
11 BARTLETT & Co WEALTH MANAGEMENT LLC 0.00 (0.00%) -166.00
Decreased by N/A%
Mar 31, 24
12 Bank of America Corp 0.00 (0.00%) -28.00
Decreased by N/A%
Jun 30, 23
13 Bartlett & Co. LLC 0.00 (0.00%) -167.00
Decreased by N/A%
Dec 31, 23
14 Belpointe Asset Management LLC 0.00 (0.00%) -95.00
Decreased by N/A%
Jun 30, 23
15 BlackRock Inc 0.00 (0.00%) -5.02K
Decreased by N/A%
Sep 30, 23
16 Kohmann Bosshard Financial Services, LLC 0.00 (0.00%) -500.00
Decreased by N/A%
Mar 31, 25
17 UBS Group AG 0.00 (0.00%) -850.00
Decreased by N/A%
Jun 30, 23
18 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 (0.28%) 0.00
Increased by 0.00%
Sep 30, 23
2 Northern Trust Extended Eq Market Idx 5.38K (0.28%) 0.00
Increased by 0.00%
Sep 30, 23
3 SSgA U.S. Extended Market Index Class I 2.80K (0.14%) 0.00
Increased by 0.00%
Sep 30, 23