Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RAVI 0.59%
2 SCHJ 0.03%
3 BSV 0.01%
4 VCSH 0.01%
5 BND 0.01%
6 BIV 0.01%
7 VCIT 0.01%
8 SCHZ 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Axxcess Wealth Management, LLC 120.41K (0.66%) 0.00
Increased by 0.00%
Sep 30, 23
2 Advisor Group Holdings, Inc. 59.36K (0.32%) 700.00
Increased by +1.18%
Sep 30, 23
3 Commonwealth Equity Services Inc 45.12K (0.25%) 10.90K
Increased by +24.16%
Sep 30, 23
4 Susquehanna International Group, LLP 33.57K (0.18%) 33.57K
Increased by +100.00%
Sep 30, 23
5 Vontobel Holding Ltd. 31.35K (0.17%) -2.34K
Decreased by -7.46%
Sep 30, 23
6 Millennium Management LLC 24.47K (0.13%) 24.47K
Increased by +100.00%
Sep 30, 23
7 Morgan Stanley - Brokerage Accounts 21.52K (0.12%) 6.88K
Increased by +31.99%
Sep 30, 23
8 Renaissance Technologies Corp 15.60K (0.08%) -12.40K
Decreased by -79.49%
Sep 30, 23
9 Royal Bank of Canada 12.59K (0.07%) 3.22K
Increased by +25.58%
Sep 30, 23
10 Dimensional Fund Advisors, Inc. 12.30K (0.07%) 12.30K
Increased by +100.00%
Sep 30, 23
11 Geode Capital Management, LLC 11.08K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
12 Inspire Advisors, LLC 10.85K (0.06%) 0.00
Increased by 0.00%
Sep 30, 23
13 Group One Trading, LP 3.13K (0.02%) 3.13K
Increased by +100.00%
Sep 30, 23
14 Wells Fargo & Co 2.01K (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
15 SIMPLEX TRADING, LLC 2.00K (0.01%) 343.00
Increased by +17.16%
Sep 30, 23
16 International Assets Investment Management, LLC 1.00K (0.01%) 1.00K
Increased by +100.00%
Sep 30, 23
17 U.S. Bancorp 1.00K (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
18 Bank of America Corp 700.00 (0.00%) 700.00
Increased by +100.00%
Sep 30, 23
19 UBS Group AG 700.00 (0.00%) -100.00
Decreased by -14.29%
Sep 30, 23
20 Rhumbline Advisers 566.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Nasdaq Composite Index 11.08K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
2 Fidelity® NASDAQ Composite Index® 11.08K (0.06%) 0.00
Increased by 0.00%
Oct 31, 23
3 DFA US Core Equity 2 I 5.00K (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
4 JNL/DFA US Small Cap A 3.66K (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
5 Dimensional Global Small Coms USD Acc 3.63K (0.02%) 0.00
Increased by 0.00%
Nov 30, 23
6 Carbon Collective Climate Sol US Eq ETF 754.00 (0.00%) 0.00
Increased by 0.00%
Dec 29, 23
7 Dimensional World Equity GBP Acc 586.00 (0.00%) 586.00
Increased by +100.00%
Nov 30, 23
8 Strategy Shares Halt Climate Change ETF 386.00 (0.00%) 0.00
Increased by 0.00%
Sep 22, 23
9 Dimensional US Sustainability Core 1 ETF 4.00 (0.00%) 0.00
Increased by 0.00%
Dec 29, 23