Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 VTI 0.00%
3 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Harel Insurance Invests & Fin Srvcs Ltd 1.12M (11.78%) 1.12M
Increased by +100.00%
Sep 30, 23
2 Y.D. More Investments Ltd 832.12K (8.73%) 0.00
Increased by 0.00%
Sep 30, 23
3 Treasurer of the State of North Carolina 781.16K (8.19%) 0.00
Increased by 0.00%
Sep 30, 23
4 Vanguard Group Inc 686.53K (7.20%) 0.00
Increased by 0.00%
Sep 30, 23
5 CALDWELL SUTTER CAPITAL INC 419.76K (4.40%) -7.00K
Decreased by -1.67%
Sep 30, 23
6 Goldman Sachs Group Inc 417.33K (4.38%) 11.00
Increased by +0.00%
Sep 30, 23
7 Keller Group Invmt Management Inc 390.13K (4.09%) 11.61K
Increased by +2.98%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 389.00K (4.08%) -55.32K
Decreased by -14.22%
Sep 30, 23
9 BlackRock Inc 344.92K (3.62%) -5.23K
Decreased by -1.52%
Sep 30, 23
10 Yelin Lapidot Holdings Management Ltd 314.26K (3.30%) 314.26K
Increased by +100.00%
Sep 30, 23
11 JPMorgan Chase & Co 195.95K (2.05%) 12.00
Increased by +0.01%
Sep 30, 23
12 Pale Fire Capital SE 184.20K (1.93%) 0.00
Increased by 0.00%
Sep 30, 23
13 Geode Capital Management, LLC 155.19K (1.63%) 93.00
Increased by +0.06%
Sep 30, 23
14 State Street Corporation 59.26K (0.62%) -412.00
Decreased by -0.70%
Sep 30, 23
15 Dimensional Fund Advisors, Inc. 57.39K (0.60%) -620.00
Decreased by -1.08%
Sep 30, 23
16 Tudor Investment Corp Et AL 42.16K (0.44%) 0.00
Increased by 0.00%
Sep 30, 23
17 Renaissance Technologies Corp 35.80K (0.38%) -19.20K
Decreased by -53.64%
Sep 30, 23
18 Northern Trust Corp 29.54K (0.31%) -184.00
Decreased by -0.62%
Sep 30, 23
19 Covestor Ltd 12.02K (0.13%) 0.00
Increased by 0.00%
Sep 30, 23
20 Citadel Advisors Llc 11.21K (0.12%) -5.79K
Decreased by -51.66%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 477.63K (5.01%) 0.00
Increased by 0.00%
Nov 30, 23
2 First Foundation Total Return Y 274.70K (2.88%) 11.57K
Increased by +4.21%
Sep 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 186.68K (1.96%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity® Extended Market Index 69.45K (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
5 First Foundation Fixed Income A 69.15K (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
6 Fidelity® Total Market Index 40.41K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
7 iShares Micro-Cap ETF 27.26K (0.29%) 0.00
Increased by 0.00%
Dec 29, 23
8 DFA Real Estate Securities I 24.22K (0.25%) 0.00
Increased by 0.00%
Nov 30, 23
9 I.B.I Tracker Composite Isr RE Eq Mo IL 23.27K (0.24%) -4.08K
Decreased by -17.51%
Oct 31, 23
10 Fidelity® Series Total Market Index 21.53K (0.23%) 0.00
Increased by 0.00%
Nov 30, 23
11 NT Ext Equity Mkt Idx Fd - NL 14.36K (0.15%) 0.00
Increased by 0.00%
Sep 30, 23
12 Vanguard Instl Ttl Stck Mkt Idx Tr 13.51K (0.14%) -464.13K
Decreased by -3.44 K%
Oct 31, 23
13 Vanguard Instl Ttl Stk Mkt Idx InstlPls 13.51K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Nasdaq Composite Index 12.01K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
15 NT Ext Equity Mkt Idx Fd - DC - NL - T2 11.51K (0.12%) -570.00
Decreased by -4.95%
Sep 30, 23
16 NT Ext Equity Mkt Idx Fd - L 11.45K (0.12%) 0.00
Increased by 0.00%
Sep 30, 23
17 Northern Trust Extended Eq Market Idx 11.45K (0.12%) 0.00
Increased by 0.00%
Sep 30, 23
18 Spartan Total Market Index Pool E 9.04K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard U.S. Eq Idx £ Acc 6.51K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
20 State St US Extended Mkt Indx NL Cl C 5.00K (0.05%) 0.00
Increased by 0.00%
Dec 31, 23