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 DRW Securities, LLC 55.19K (1.67%) 55.19K
Increased by +100.00%
Dec 31, 25
2 Vontobel Holding Ltd. 26.70K (0.81%) -4.65K
Decreased by -17.42%
Dec 31, 23
3 H D Vest Advisory Services 15.00K (0.46%) 15.00K
Increased by +100.00%
Jun 30, 25
4 XTX Topco Ltd 13.12K (0.40%) 13.12K
Increased by +100.00%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 12.88K (0.39%) 586.00
Increased by +4.55%
Dec 31, 23
6 Coyle Financial Counsel, Inc 12.00K (0.36%) 0.00
Increased by 0.00%
Jun 30, 24
7 Millennium Management LLC 11.35K (0.34%) 11.35K
Increased by +100.00%
Mar 31, 24
8 TWO SIGMA SECURITIES, LLC 11.22K (0.34%) 11.22K
Increased by +100.00%
Dec 31, 25
9 Geode Capital Management, LLC 11.08K (0.34%) 0.00
Increased by 0.00%
Mar 31, 25
10 Renaissance Technologies Corp 10.90K (0.33%) -9.50K
Decreased by -87.16%
Dec 31, 24
11 Inspire Advisors, LLC 10.85K (0.33%) 0.00
Increased by 0.00%
Sep 30, 24
12 Citadel Advisors Llc 10.62K (0.32%) 10.62K
Increased by +100.00%
Dec 31, 25
13 Steward Partners Investment Advisory, LLC 10.00K (0.30%) 10.00K
Increased by +100.00%
Dec 31, 24
14 Group One Trading, LP 3.13K (0.09%) 3.13K
Increased by +100.00%
Sep 30, 23
15 Royal Bank of Canada 1.99K (0.06%) 1.99K
Increased by +100.00%
Sep 30, 25
16 International Assets Investment Management, LLC 1.00K (0.03%) 1.00K
Increased by +100.00%
Jun 30, 24
17 U.S. Bancorp 1.00K (0.03%) 0.00
Increased by 0.00%
Sep 30, 24
18 SBI Securities Co Ltd 827.00 (0.03%) 0.00
Increased by 0.00%
Dec 31, 25
19 Morgan Stanley - Brokerage Accounts 605.00 (0.02%) -349.00
Decreased by -57.69%
Sep 30, 25
20 Bank of America Corp 600.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 DFA US Core Equity 2 I 5.00K (0.15%) 0.00
Increased by 0.00%
Dec 31, 23
2 JNL/DFA US Small Cap A 3.66K (0.11%) 0.00
Increased by 0.00%
Jun 30, 24
3 Dimensional Global Small Coms USD Acc 3.63K (0.11%) 0.00
Increased by 0.00%
Jul 31, 24
4 Fidelity Nasdaq Composite Index 787.00 (0.02%) 0.00
Increased by 0.00%
Jan 31, 26
5 Carbon Collective Climate Sol US Eq ETF 754.00 (0.02%) 0.00
Increased by 0.00%
Dec 29, 23
6 Dimensional World Equity GBP Acc 586.00 (0.02%) 0.00
Increased by 0.00%
Jul 31, 24
7 Strategy Shares Halt Climate Change ETF 386.00 (0.01%) 0.00
Increased by 0.00%
Sep 22, 23
8 Dimensional US Sustainability Core 1 ETF 4.00 (0.00%) 0.00
Increased by 0.00%
Jan 31, 24