Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JKD 1000.00%
2 IWY 1000.00%
3 IXG 1000.00%
4 IYY 1000.00%
5 JKE 1000.00%
6 JKF 1000.00%
7 ILCB 1000.00%
8 ILCG 1000.00%
9 ILCV 1000.00%
10 ITOT 1000.00%
11 IUSG 1000.00%
12 IUSV 1000.00%
13 IVE 1000.00%
14 IVV 1000.00%
15 IVW 1000.00%
16 IWB 1000.00%
17 IWD 1000.00%
18 IWF 1000.00%
19 IWL 1000.00%
20 IWV 1000.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PARTNERS CAPITAL INVESTMENT GROUP, LLP 88.12K (0.01%) -4.17K
Decreased by -4.73%
 Sep 30, 23
2 Lindbrook Capital, LLC 537.00 (0.00%) 0.00
Increased by 0.00%
 Sep 30, 23
3 BakerAvenue Asset Management, LP 21.00 (0.00%) 0.00
Increased by 0.00%
 Sep 30, 23
4 AdvisorNet Financial, Inc 9.00 (0.00%) 7.00
Increased by +77.78%
 Sep 30, 23
5 Applied Finance Capital Management LLC 0.00 (0.00%) -141.12K
Decreased by N/A%
 Sep 30, 23
6 CapTrust Financial Advisors 0.00 (0.00%) -30.26K
Decreased by N/A%
 Sep 30, 23
7 Disciplined Investments, LLC 0.00 (0.00%) -4.00
Decreased by N/A%
 Sep 30, 23
8 Versant Capital Management Inc 0.00 (0.00%) -27.00
Decreased by N/A%
 Sep 30, 23
9 Vestor Capital Partners 0.00 (0.00%) -142.54K
Decreased by N/A%
 Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Symmetry Moderate Growth Port A 1.11K (0.00%) -9.00
Decreased by -0.81%
 Oct 31, 23
2 Symmetry Balanced Port A 918.00 (0.00%) -4.00
Decreased by -0.44%
 Oct 31, 23
3 Symmetry Growth Port A 805.00 (0.00%) -4.00
Decreased by -0.50%
 Oct 31, 23
4 Symmetry Conservative Port A 344.00 (0.00%) 4.00
Increased by +1.16%
 Oct 31, 23
5 Symmetry Equity Portfolio F 279.00 (0.00%) 2.00
Increased by +0.72%
 Oct 31, 23
6 Symmetry Conservative Inc Port LB 204.00 (0.00%) 3.00
Increased by +1.47%
 Oct 31, 23
7 Symmetry Fixed Inc Port A 6.00 (0.00%) 0.00
Increased by 0.00%
 Oct 31, 23