Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 FORH 6.67%
3 ISCF 0.02%
4 SPEU 0.00%
5 FEU 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 462.22K (3.84%) 12.52K
Increased by +2.71%
Sep 30, 23
2 Toroso Investments LLC 380.84K (3.17%) 52.00
Increased by +0.01%
Sep 30, 23
3 Susquehanna International Group, LLP 307.76K (2.56%) 120.17K
Increased by +39.05%
Sep 30, 23
4 BlackRock Inc 182.87K (1.52%) -1.09K
Decreased by -0.59%
Sep 30, 23
5 Geode Capital Management, LLC 114.73K (0.95%) 5.86K
Increased by +5.11%
Sep 30, 23
6 National Asset Management Inc 64.10K (0.53%) 9.48K
Increased by +14.80%
Sep 30, 23
7 Belvedere Trading LLC 38.68K (0.32%) 25.17K
Increased by +65.07%
Sep 30, 23
8 State Street Corporation 33.77K (0.28%) 0.00
Increased by 0.00%
Sep 30, 23
9 Group One Trading, LP 26.56K (0.22%) -696.00
Decreased by -2.62%
Sep 30, 23
10 Citadel Advisors Llc 23.97K (0.20%) -51.99K
Decreased by -216.92%
Sep 30, 23
11 Northern Trust Corp 20.69K (0.17%) -1.01K
Decreased by -4.88%
Sep 30, 23
12 Wolverine Trading LLC 17.85K (0.15%) 17.85K
Increased by +100.00%
Sep 30, 23
13 Dimensional Fund Advisors, Inc. 16.72K (0.14%) 0.00
Increased by 0.00%
Sep 30, 23
14 Advisor Group Holdings, Inc. 16.25K (0.14%) 12.25K
Increased by +75.38%
Sep 30, 23
15 Register Financial Advisors LLC 15.00K (0.12%) 0.00
Increased by 0.00%
Sep 30, 23
16 Millennium Management LLC 12.72K (0.11%) -30.16K
Decreased by -237.10%
Sep 30, 23
17 H D Vest Advisory Services 12.70K (0.11%) 0.00
Increased by 0.00%
Sep 30, 23
18 Octavia Wealth Advisors, LLC 11.44K (0.10%) 0.00
Increased by 0.00%
Sep 30, 23
19 BFT FINANCIAL GROUP, LLC 11.00K (0.09%) 0.00
Increased by 0.00%
Jun 30, 23
20 SIMPLEX TRADING, LLC 9.52K (0.08%) 5.79K
Increased by +60.87%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Formidable ETF 454.26K (3.78%) 0.00
Increased by 0.00%
Dec 29, 23
2 Vanguard Total Stock Mkt Idx Inv 287.08K (2.39%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 160.45K (1.33%) 2.65K
Increased by +1.65%
Nov 30, 23
4 Fidelity® Extended Market Index 62.15K (0.52%) 0.00
Increased by 0.00%
Nov 30, 23
5 iShares Micro-Cap ETF 25.00K (0.21%) 0.00
Increased by 0.00%
Dec 29, 23
6 Fidelity® Series Total Market Index 17.51K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
7 Fidelity Nasdaq Composite Index 15.49K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Balanced Index Inv 14.20K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity® Total Market Index 13.27K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
10 NT Ext Equity Mkt Idx Fd - NL 11.83K (0.10%) 0.00
Increased by 0.00%
Sep 30, 23
11 NT Ext Equity Mkt Idx Fd - DC - NL - T2 9.49K (0.08%) -470.00
Decreased by -4.95%
Sep 30, 23
12 NT Ext Equity Mkt Idx Fd - L 8.07K (0.07%) -1.01K
Decreased by -12.51%
Sep 30, 23
13 Northern Trust Extended Eq Market Idx 8.07K (0.07%) -1.01K
Decreased by -12.51%
Sep 30, 23
14 DFA US Core Equity 1 I 5.68K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
15 DFA US Vector Equity I 4.04K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
16 Schwab Total Stock Market Index 3.97K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
17 DFA US Core Equity 2 I 3.59K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
18 Spartan Total Market Index Pool E 3.53K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
19 LVIP Dimensional US Core Equity 2 Std 3.40K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
20 Vanguard U.S. Eq Idx £ Acc 3.13K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23