Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GWX 0.02%
2 AVDV 0.02%
3 SCHC 0.01%
4 VSS 0.01%
5 BND 0.01%
6 BSV 0.01%
7 AVDE 0.00%
8 VEA 0.00%
9 VPL 0.00%
10 SCHZ 0.00%
11 VXUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 SC China Holding Ltd 667.22K (0.91%) 0.00
Increased by 0.00%
Sep 30, 23
2 Acadian Asset Management LLC 90.29K (0.12%) 90.29K
Increased by +100.00%
Sep 30, 23
3 Renaissance Technologies Corp 48.17K (0.07%) -4.40K
Decreased by -9.13%
Sep 30, 23
4 Rhumbline Advisers 705.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 317.00 (0.00%) 100.00
Increased by +31.55%
Sep 30, 23
6 Qube Research & Technologies 3.00 (0.00%) 3.00
Increased by +100.00%
Sep 30, 23
7 Bank of America Corp 0.00 (0.00%) -199.00
Decreased by N/A%
Jun 30, 23
8 UBS Group AG 0.00 (0.00%) -1.00
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Rolnik Focus FIL 58.13K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
2 Rolnik Conviction FI 5.82K (0.01%) 0.00
Increased by 0.00%
Dec 31, 23