Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCSO 0.04%
2 GWX 0.01%
3 DXIV 0.00%
4 AVDS 0.00%
5 DFSI 0.00%
6 VT 0.00%
7 VXUS 0.00%
8 VEA 0.00%
9 VPL 0.00%
10 VSGX 0.00%
11 VSS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Millennium Management LLC 556.28K (0.11%) -11.10K
Decreased by -2.00%
Jun 30, 25
2 UBS Group AG 137.60K (0.03%) 137.60K
Increased by +100.00%
Jun 30, 25
3 Quinn Opportunity Partners LLC 55.00K (0.01%) 0.00
Increased by 0.00%
Jun 30, 25
4 Virtu Financial LLC 25.45K (0.01%) 25.45K
Increased by +100.00%
Jun 30, 25
5 JANE STREET GROUP, LLC 16.95K (0.00%) -14.44K
Decreased by -85.15%
Jun 30, 24
6 Bank of America Corp 16.77K (0.00%) 3.00
Increased by +0.02%
Jun 30, 25
7 Balyasny Asset Management LLC 15.00K (0.00%) 15.00K
Increased by +100.00%
Jun 30, 24
8 Goldman Sachs Group Inc 12.66K (0.00%) 12.66K
Increased by +100.00%
Jun 30, 25
9 LPL Financial Corp 12.49K (0.00%) 800.00
Increased by +6.40%
Sep 30, 24
10 Citadel Advisors Llc 10.28K (0.00%) 10.28K
Increased by +100.00%
Jun 30, 25
11 Equita Financial Network Inc 10.00K (0.00%) 10.00K
Increased by +100.00%
Jun 30, 25
12 Wells Fargo & Co 3.50K (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
13 TD Waterhouse Canada Inc 3.00K (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
14 Wealth Preservation Advisors 2.20K (0.00%) 1.77K
Increased by +80.47%
Jun 30, 25
15 SIMPLEX TRADING, LLC 2.19K (0.00%) 2.19K
Increased by +100.00%
Jun 30, 25
16 JONES FINANCIAL COMPANIES LLLP 1.61K (0.00%) 1.61K
Increased by +100.00%
Jun 30, 25
17 Advisor Group Holdings, Inc. 990.00 (0.00%) 990.00
Increased by +100.00%
Jun 30, 25
18 Royal Bank of Canada 730.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 25
19 BNP Paribas Arbitrage, SA 600.00 (0.00%) 600.00
Increased by +100.00%
Jun 30, 25
20 BP WEALTH MANAGEMENT, LLC 441.00 (0.00%) 441.00
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Carbon Collective Climate Sol US Eq ETF 6.24K (0.00%) 0.00
Increased by 0.00%
Aug 29, 25
2 Fidelity Nasdaq Composite Index 5.29K (0.00%) 0.00
Increased by 0.00%
Jul 31, 25
3 Quantified Global Fund Investor 3.97K (0.00%) 3.97K
Increased by +100.00%
Dec 31, 24
4 Comerica Foreign Equity CIT - Inst Class 1.88K (0.00%) 0.00
Increased by 0.00%
Jun 30, 24