Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.08%
2 IWN 0.02%
3 JKK 0.01%
4 ISCG 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 (26.40%) 0.00
Increased by 0.00%
Dec 31, 23
2 Massachusetts Institute Of Technology 2.44M (11.55%) 0.00
Increased by 0.00%
Dec 31, 23
3 BlackRock Inc 1.72M (8.14%) 110.41K
Increased by +6.41%
Dec 31, 23
4 Vanguard Group Inc 1.23M (5.83%) 25.67K
Increased by +2.08%
Dec 31, 23
5 Dimensional Fund Advisors, Inc. 1.11M (5.24%) -11.45K
Decreased by -1.03%
Dec 31, 23
6 Fenimore Asset Management Inc 812.80K (3.84%) 123.09K
Increased by +15.14%
Dec 31, 23
7 T. Rowe Price Investment Management,Inc. 705.33K (3.33%) -57.64K
Decreased by -8.17%
Dec 31, 23
8 MA Greenwood & Associates Inc 568.70K (2.69%) 15.32K
Increased by +2.69%
Sep 30, 23
9 Geode Capital Management, LLC 474.19K (2.24%) 27.21K
Increased by +5.74%
Dec 31, 23
10 Lawson Kroeker Investment Management Inc 466.84K (2.20%) 5.51K
Increased by +1.18%
Dec 31, 23
11 State Street Corporation 453.69K (2.14%) 26.71K
Increased by +5.89%
Dec 31, 23
12 Ironvine Capital Partners, LLC 354.00K (1.67%) -99.17K
Decreased by -28.01%
Dec 31, 23
13 Elgethun Capital Management 317.16K (1.50%) 82.60K
Increased by +26.04%
Dec 31, 23
14 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 299.88K (1.42%) 100.00
Increased by +0.03%
Dec 31, 23
15 Northern Trust Corp 212.45K (1.00%) 10.29K
Increased by +4.84%
Dec 31, 23
16 Abacus Planning Group Inc 208.69K (0.99%) 0.00
Increased by 0.00%
Mar 31, 24
17 Citadel Advisors Llc 195.60K (0.92%) 68.55K
Increased by +35.05%
Sep 30, 23
18 Renaissance Technologies Corp 178.50K (0.84%) -3.80K
Decreased by -2.13%
Sep 30, 23
19 Millennium Management LLC 149.50K (0.71%) -18.10K
Decreased by -12.10%
Sep 30, 23
20 George Kaiser Family Foundation 140.93K (0.67%) -105.61K
Decreased by -74.94%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FAM Small Cap Investor 718.20K (3.39%) 94.16K
Increased by +13.11%
Mar 31, 24
2 iShares Russell 2000 ETF 545.36K (2.58%) -4.32K
Decreased by -0.79%
Apr 30, 24
3 Vanguard Total Stock Mkt Idx Inv 373.88K (1.77%) -299.87K
Decreased by -80.20%
Mar 31, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 317.77K (1.50%) 8.28K
Increased by +2.61%
Mar 31, 24
5 T. Rowe Price Small-Cap Value 278.16K (1.31%) -140.00K
Decreased by -50.33%
Mar 31, 24
6 Fidelity Small Cap Index 241.55K (1.14%) 2.39K
Increased by +0.99%
Feb 29, 24
7 T. Rowe Price U.S. SC Value Eq Tr-Z 229.85K (1.09%) -37.80K
Decreased by -16.45%
Mar 31, 24
8 Fidelity® Small Cap Index 228.47K (1.08%) 8.92K
Increased by +3.90%
Oct 31, 23
9 DFA US Targeted Value I 206.00K (0.97%) -5.09K
Decreased by -2.47%
Mar 31, 24
10 iShares Russell 2000 Value ETF 200.16K (0.95%) 0.00
Increased by 0.00%
Apr 30, 24
11 DFA US Small Cap Value I 154.56K (0.73%) 53.59K
Increased by +34.67%
Mar 31, 24
12 Dimensional US Targeted Value ETF 137.41K (0.65%) 0.00
Increased by 0.00%
Apr 30, 24
13 State St Russell Sm/Mid Cp® Indx NL Cl C 132.15K (0.62%) 0.00
Increased by 0.00%
Apr 30, 24
14 Fidelity Extended Market Index 132.00K (0.62%) 1.52K
Increased by +1.15%
Mar 31, 24
15 Fidelity® Extended Market Index 117.44K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
16 CREF Stock R1 108.38K (0.51%) 0.00
Increased by 0.00%
Mar 31, 24
17 Vanguard Communication Services ETF 97.38K (0.46%) -1.37K
Decreased by -1.40%
Mar 31, 24
18 Vanguard Russell 2000 ETF 88.23K (0.42%) 2.97K
Increased by +3.36%
Mar 31, 24
19 State St Russell Sm Cap® Indx SL Cl I 83.83K (0.40%) 0.00
Increased by 0.00%
Apr 30, 24
20 DFA US Core Equity 2 I 83.21K (0.39%) 0.00
Increased by 0.00%
Jan 31, 24