Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Armistice Capital, LLC 1.02M (83.07%) 1.02M
Increased by +100.00%
Jun 30, 23
2 Geode Capital Management, LLC 272.79K (22.13%) -3.83K
Decreased by -1.41%
Jun 30, 23
3 Vanguard Group Inc 116.33K (9.44%) 6.99K
Increased by +6.01%
Jun 30, 23
4 Wells Fargo & Co 11.32K (0.92%) 2.00
Increased by +0.02%
Jun 30, 23
5 Verdence Capital Advisors LLC 10.00K (0.81%) 0.00
Increased by 0.00%
Sep 30, 23
6 Bartlett & Co. LLC 1.00K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
7 PNC Financial Services Group Inc 629.00 (0.05%) 0.00
Increased by 0.00%
Jun 30, 23
8 Royal Bank of Canada 170.00 (0.01%) 170.00
Increased by +100.00%
Jun 30, 23
9 JPMorgan Chase & Co 100.00 (0.01%) 100.00
Increased by +100.00%
Jun 30, 23
10 Bourgeon Capital Management LLC 31.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 23
11 Bank of America Corp 0.00 (0.00%) -28.00
Decreased by N/A%
Jun 30, 23
12 Belpointe Asset Management LLC 0.00 (0.00%) -95.00
Decreased by N/A%
Jun 30, 23
13 BlackRock Inc 0.00 (0.00%) -5.02K
Decreased by N/A%
Sep 30, 23
14 UBS Group AG 0.00 (0.00%) -850.00
Decreased by N/A%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 44.34K (3.60%) 1.00
Increased by +0.00%
Oct 31, 23
2 NT Ext Equity Mkt Idx Fd - L 5.38K (0.44%) 0.00
Increased by 0.00%
Sep 30, 23
3 Northern Trust Extended Eq Market Idx 5.38K (0.44%) 0.00
Increased by 0.00%
Sep 30, 23
4 SSgA U.S. Extended Market Index Class I 2.80K (0.23%) 0.00
Increased by 0.00%
Sep 30, 23
5 SSgA U.S. Total Market Index Strategy 826.00 (0.07%) -54.00
Decreased by -6.54%
Sep 30, 23
6 Fidelity Nasdaq Composite Index 566.00 (0.05%) -1.00
Decreased by -0.18%
Oct 31, 23
7 Spartan Total Market Index Pool E 371.00 (0.03%) -1.00
Decreased by -0.27%
Oct 31, 23
8 Spartan Extended Market Index Pool E 188.00 (0.02%) 0.00
Increased by 0.00%
Oct 31, 23