Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.09%
2 IWN 0.03%
3 ISCG 0.01%
4 JKK 0.01%
5 IWM 0.01%
6 JKJ 0.01%
7 ISCB 0.01%
8 IWO 0.00%
9 ITOT 0.00%
10 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Magnolia Group, LLC 5.59M (25.94%) 0.00
Increased by 0.00%
Mar 31, 25
2 Massachusetts Institute Of Technology 2.44M (11.34%) 0.00
Increased by 0.00%
Mar 31, 25
3 BlackRock Inc 1.76M (8.14%) -22.39K
Decreased by -1.28%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.53M (7.11%) 60.21K
Increased by +3.93%
Mar 31, 25
5 Elgethun Capital Management 1.01M (4.68%) 449.99K
Increased by +44.58%
Mar 31, 25
6 Vanguard Group Inc 999.34K (4.64%) -375.87K
Decreased by -37.61%
Mar 31, 25
7 Fenimore Asset Management Inc 947.80K (4.40%) 9.63K
Increased by +1.02%
Mar 31, 25
8 Private Management Group Inc 772.16K (3.58%) -9.21K
Decreased by -1.19%
Mar 31, 25
9 MA Greenwood & Associates Inc 568.70K (2.64%) 15.32K
Increased by +2.69%
Sep 30, 23
10 Geode Capital Management, LLC 546.84K (2.54%) 14.32K
Increased by +2.62%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 521.91K (2.42%) -183.42K
Decreased by -35.14%
Mar 31, 24
12 State Street Corp 510.93K (2.37%) 4.97K
Increased by +0.97%
Mar 31, 25
13 State Street Corporation 477.29K (2.21%) 23.60K
Increased by +4.94%
Mar 31, 24
14 Lawson Kroeker Investment Management Inc 475.80K (2.21%) -5.63K
Decreased by -1.18%
Mar 31, 25
15 Ironvine Capital Partners, LLC 465.73K (2.16%) -30.06K
Decreased by -6.45%
Mar 31, 25
16 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 233.24K (1.08%) -27.09K
Decreased by -11.61%
Mar 31, 25
17 Northern Trust Corp 221.76K (1.03%) 18.34K
Increased by +8.27%
Dec 31, 24
18 Abacus Planning Group Inc 204.35K (0.95%) 0.00
Increased by 0.00%
Mar 31, 25
19 Renaissance Technologies Corp 194.70K (0.90%) 1.60K
Increased by +0.82%
Sep 30, 24
20 Citadel Advisors Llc 176.36K (0.82%) -40.67K
Decreased by -23.06%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 789.97K (3.67%) 0.00
Increased by 0.00%
Sep 30, 24
2 FAM Small Cap Investor 718.20K (3.33%) 0.00
Increased by 0.00%
Mar 31, 25
3 iShares Russell 2000 ETF 578.97K (2.69%) 98.00
Increased by +0.02%
Apr 30, 25
4 Vanguard Total Stock Mkt Idx Inv 458.95K (2.13%) 83.76K
Increased by +18.25%
Apr 30, 25
5 DFA US Small Cap Value I 397.14K (1.84%) 1.47K
Increased by +0.37%
Mar 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 334.82K (1.55%) -609.00
Decreased by -0.18%
Apr 30, 25
7 T. Rowe Price Small-Cap Value 278.16K (1.29%) -140.00K
Decreased by -50.33%
Mar 31, 24
8 Fidelity Small Cap Index 238.36K (1.11%) 0.00
Increased by 0.00%
Feb 28, 25
9 T. Rowe Price U.S. SC Value Eq Tr-Z 229.85K (1.07%) -37.80K
Decreased by -16.45%
Mar 31, 24
10 Fidelity® Small Cap Index 228.47K (1.06%) 8.92K
Increased by +3.90%
Oct 31, 23
11 DFA US Targeted Value I 222.46K (1.03%) 4.59K
Increased by +2.06%
Mar 31, 25
12 iShares Russell 2000 Value ETF 209.00K (0.97%) -710.00
Decreased by -0.34%
Apr 30, 25
13 Dimensional US Targeted Value ETF 186.04K (0.86%) 0.00
Increased by 0.00%
Apr 30, 25
14 State St Russell Sm/Mid Cp® Indx NL Cl C 123.06K (0.57%) 609.00
Increased by +0.49%
Apr 30, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 123.06K (0.57%) 609.00
Increased by +0.49%
Apr 30, 25
16 Vanguard Russell 2000 ETF 122.96K (0.57%) 6.91K
Increased by +5.62%
Apr 30, 25
17 Fidelity Extended Market Index 121.74K (0.56%) 5.18K
Increased by +4.26%
Mar 31, 25
18 Fidelity® Extended Market Index 117.44K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
19 DFA US Small Cap I 115.48K (0.54%) 4.63K
Increased by +4.00%
Mar 31, 25
20 Dimensional US Small Cap Value ETF 113.29K (0.53%) 0.00
Increased by 0.00%
Apr 30, 25