Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSM 0.52%
2 IWC 0.04%
3 EBIT 0.04%
4 IWN 0.01%
5 GSSC 0.01%
6 RTLA 0.01%
7 VTWO 0.01%
8 VTWV 0.01%
9 THRK 0.01%
10 BSVO 0.01%
11 IWM 0.01%
12 RSSL 0.01%
13 EES 0.00%
14 UWM 0.00%
15 DFAT 0.00%
16 URTY 0.00%
17 RYLD 0.00%
18 DFAS 0.00%
19 AVSC 0.00%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 654.13K (7.50%) -22.08K
Decreased by -3.38%
Mar 31, 25
2 Vanguard Group Inc 499.70K (5.73%) 2.05K
Increased by +0.41%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 248.91K (2.85%) 5.48K
Increased by +2.20%
Mar 31, 25
4 Geode Capital Management, LLC 209.90K (2.41%) 4.75K
Increased by +2.27%
Mar 31, 25
5 State Street Corp 123.80K (1.42%) 950.00
Increased by +0.77%
Mar 31, 25
6 Wealthfront Advisers LLC 114.12K (1.31%) 114.12K
Increased by +100.00%
Dec 31, 24
7 State Street Corporation 111.45K (1.28%) 4.23K
Increased by +3.80%
Sep 30, 23
8 Elizabeth Park Capital Advisors, Ltd 107.39K (1.23%) 107.39K
Increased by +100.00%
Mar 31, 25
9 Arrowstreet Capital Limited Partnership 91.71K (1.05%) 25.46K
Increased by +27.76%
Mar 31, 25
10 Northern Trust Corp 73.97K (0.85%) -1.99K
Decreased by -2.69%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 53.91K (0.62%) -11.02K
Decreased by -20.44%
Mar 31, 25
12 Renaissance Technologies Corp 48.48K (0.56%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fourthstone LLC 47.97K (0.55%) 47.97K
Increased by +100.00%
Mar 31, 25
14 Punch & Associates Inv Mgmt Inc 44.36K (0.51%) -4.34K
Decreased by -9.79%
Sep 30, 23
15 Ames National Corp 42.50K (0.49%) 18.00K
Increased by +42.35%
Mar 31, 25
16 LPL Financial Corp 42.15K (0.48%) 8.89K
Increased by +21.10%
Mar 31, 25
17 UBS Group AG 32.61K (0.37%) -10.54K
Decreased by -32.32%
Dec 31, 24
18 JPMorgan Chase & Co 31.60K (0.36%) 2.94K
Increased by +9.31%
Dec 31, 24
19 Bridgeway Capital Management, LLC 30.98K (0.36%) 5.15K
Increased by +16.63%
Dec 31, 24
20 RBF LLC 30.00K (0.34%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 304.49K (3.49%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 302.69K (3.47%) 0.00
Increased by 0.00%
May 31, 25
3 iShares Russell 2000 ETF 247.52K (2.84%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 128.94K (1.48%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity Small Cap Index 88.05K (1.01%) 566.00
Increased by +0.64%
Mar 31, 25
6 iShares Russell 2000 Value ETF 83.06K (0.95%) 0.00
Increased by 0.00%
May 31, 25
7 Fidelity® Small Cap Index 80.25K (0.92%) 2.48K
Increased by +3.08%
Oct 31, 23
8 Fidelity Extended Market Index 50.10K (0.57%) -479.00
Decreased by -0.96%
Apr 30, 25
9 DFA US Targeted Value I 49.07K (0.56%) 1.19K
Increased by +2.43%
Apr 30, 25
10 Fidelity® Extended Market Index 48.01K (0.55%) 1.11K
Increased by +2.31%
Nov 30, 23
11 Vanguard Russell 2000 ETF 45.01K (0.52%) 371.00
Increased by +0.82%
May 31, 25
12 Xtrackers Russell 2000 ETF 1C 36.49K (0.42%) 0.00
Increased by 0.00%
Mar 19, 25
13 DFA US Small Cap I 35.14K (0.40%) 0.00
Increased by 0.00%
Apr 30, 25
14 DFA US Micro Cap I 33.11K (0.38%) 0.00
Increased by 0.00%
Apr 30, 25
15 State St Russell Sm Cap® Indx SL Cl I 32.30K (0.37%) 0.00
Increased by 0.00%
May 31, 25
16 BlackRock Extended Mkt Composite 29.27K (0.34%) 12.00K
Increased by +41.01%
Sep 30, 23
17 Dimensional US Targeted Value ETF 25.47K (0.29%) 0.00
Increased by 0.00%
May 30, 25
18 BlackRock Extended Equity Market K 25.29K (0.29%) -11.00
Decreased by -0.04%
Sep 30, 24
19 Extended Equity Market Fund K 25.02K (0.29%) 77.00
Increased by +0.31%
Mar 31, 25
20 Schwab Small Cap Index 22.70K (0.26%) 0.00
Increased by 0.00%
May 31, 25