Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Sargent Investment Group, LLC 316.20K (3.91%) 30.00K
Increased by +9.49%
Sep 30, 23
2 HPM Partners LLC 265.93K (3.28%) 0.00
Increased by 0.00%
Sep 30, 23
3 Ayrton Capital LLC 256.58K (3.17%) 256.58K
Increased by +100.00%
Sep 30, 23
4 Perkins Capital Management Inc 100.05K (1.24%) 100.05K
Increased by +100.00%
Sep 30, 23
5 Renaissance Technologies Corp 95.50K (1.18%) 13.30K
Increased by +13.93%
Sep 30, 23
6 Vanguard Group Inc 94.17K (1.16%) 11.72K
Increased by +12.45%
Sep 30, 23
7 Prospera Financial Services Inc 88.90K (1.10%) 0.00
Increased by 0.00%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 34.24K (0.42%) 34.24K
Increased by +100.00%
Sep 30, 23
9 Geode Capital Management, LLC 30.54K (0.38%) -37.72K
Decreased by -123.52%
Sep 30, 23
10 Perritt Capital Management Inc. 25.00K (0.31%) 25.00K
Increased by +100.00%
Sep 30, 23
11 Tower Research Capital LLC 5.58K (0.07%) 2.54K
Increased by +45.51%
Sep 30, 23
12 Bourgeon Capital Management LLC 3.54K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
13 Wells Fargo & Co 38.00 (0.00%) -1.00
Decreased by -2.63%
Sep 30, 23
14 Elkhorn Partners Limited Partnership 26.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
15 JPMorgan Chase & Co 7.00 (0.00%) 7.00
Increased by +100.00%
Sep 30, 23
16 U.S. Bancorp 2.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
17 Baldwin Brothers Inc 1.00 (0.00%) 1.00
Increased by +100.00%
Sep 30, 23
18 Citadel Advisors Llc 0.00 (0.00%) -40.06K
Decreased by N/A%
Sep 30, 23
19 UBS Group AG 0.00 (0.00%) -420.00
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 56.92K (0.70%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 37.24K (0.46%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity® Extended Market Index 29.79K (0.37%) 0.00
Increased by 0.00%
Nov 30, 23
4 Perritt Ultra MicroCap 25.00K (0.31%) 25.00K
Increased by +100.00%
Sep 30, 23
5 NT Ext Equity Mkt Idx Fd - L 5.01K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
6 Northern Trust Extended Eq Market Idx 5.01K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
7 SSgA U.S. Extended Market Index Class I 900.00 (0.01%) 1.00
Increased by +0.11%
Sep 30, 23
8 State St US Extended Mkt Indx NL Cl C 900.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
9 Spartan Extended Market Index Pool E 687.00 (0.01%) 0.00
Increased by 0.00%
Nov 30, 23
10 SSgA U.S. Total Market Index Strategy 260.00 (0.00%) -6.00
Decreased by -2.31%
Dec 31, 23
11 NT US Market Cap Idx Fd - L 211.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
12 Northern Trust Wilshire 5000 211.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 23