Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity International Ltd 370.37K (5.45%) 370.37K
Increased by +100.00%
Sep 30, 23
2 Virtu Financial LLC 19.80K (0.29%) 19.80K
Increased by +100.00%
Sep 30, 23
3 Raymond James & Associates 14.39K (0.21%) 0.00
Increased by 0.00%
Sep 30, 23
4 Morgan Stanley - Brokerage Accounts 10.82K (0.16%) 7.55K
Increased by +69.79%
Sep 30, 23
5 Greenleaf Trust 10.20K (0.15%) 0.00
Increased by 0.00%
Sep 30, 23
6 BMO Capital Markets Corp. 10.00K (0.15%) 10.00K
Increased by +100.00%
Sep 30, 23
7 Bank of Montreal 10.00K (0.15%) 10.00K
Increased by +100.00%
Sep 30, 23
8 BlackRock Inc 9.39K (0.14%) -385.00
Decreased by -4.10%
Sep 30, 23
9 UBS Group AG 6.64K (0.10%) 2.60K
Increased by +39.21%
Sep 30, 23
10 Royal Bank of Canada 6.45K (0.09%) -687.00
Decreased by -10.65%
Sep 30, 23
11 Perritt Capital Management Inc. 2.90K (0.04%) -23.90K
Decreased by -823.89%
Sep 30, 23
12 U.S. Bancorp 2.88K (0.04%) 2.88K
Increased by +100.00%
Sep 30, 23
13 BARRETT & COMPANY, INC. 1.00K (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
14 FMR Inc 330.00 (0.00%) 330.00
Increased by +100.00%
Sep 30, 23
15 Advisor Group Holdings, Inc. 200.00 (0.00%) 100.00
Increased by +50.00%
Sep 30, 23
16 FinTrust Capital Advisors, LLC 200.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
17 UMB Bank NA 100.00 (0.00%) 100.00
Increased by +100.00%
Sep 30, 23
18 Advisory Services Network, LLC 0.00 (0.00%) -1.00K
Decreased by N/A%
Jun 30, 23
19 Susquehanna International Group, LLP 0.00 (0.00%) -19.25K
Decreased by N/A%
Jun 30, 23
20 True Wealth Design LLC 0.00 (0.00%) -20.00
Decreased by N/A%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity True North Cl F 370.37K (5.45%) 370.37K
Increased by +100.00%
Sep 30, 23
2 Belfund SICAV Belinvest Equity A USD Acc 70.00K (1.03%) 0.00
Increased by 0.00%
Nov 30, 23
3 iShares Micro-Cap ETF 8.56K (0.13%) 0.00
Increased by 0.00%
Dec 29, 23
4 Fidelity Nasdaq Composite Index 5.95K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23
5 Fidelity® NASDAQ Composite Index® 5.95K (0.09%) 0.00
Increased by 0.00%
Oct 31, 23
6 Perritt Ultra MicroCap 2.90K (0.04%) -23.90K
Decreased by -823.89%
Sep 30, 23
7 1290 VT Micro Cap K 715.00 (0.01%) 0.00
Increased by 0.00%
Nov 30, 23