Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.11%
2 IWN 0.03%
3 IWM 0.02%
4 ISCG 0.01%
5 JKK 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%
Dec 31, 24
2 Massachusetts Institute Of Technology 2.44M (11.34%) 0.00
Increased by 0.00%
Dec 31, 24
3 BlackRock Inc 1.78M (8.25%) 26.23K
Increased by +1.48%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 1.47M (6.83%) 85.00K
Increased by +5.78%
Dec 31, 24
5 Vanguard Group Inc 1.38M (6.38%) -41.55K
Decreased by -3.02%
Dec 31, 24
6 Fenimore Asset Management Inc 938.16K (4.35%) 2.46K
Increased by +0.26%
Dec 31, 24
7 Private Management Group Inc 781.38K (3.63%) -6.21K
Decreased by -0.79%
Dec 31, 24
8 MA Greenwood & Associates Inc 568.70K (2.64%) 15.32K
Increased by +2.69%
Sep 30, 23
9 Elgethun Capital Management 559.49K (2.60%) 78.66K
Increased by +14.06%
Dec 31, 24
10 Geode Capital Management, LLC 532.52K (2.47%) -1.26K
Decreased by -0.24%
Dec 31, 24
11 T. Rowe Price Investment Management,Inc. 521.91K (2.42%) -183.42K
Decreased by -35.14%
Mar 31, 24
12 State Street Corp 505.96K (2.35%) 13.77K
Increased by +2.72%
Dec 31, 24
13 Ironvine Capital Partners, LLC 495.79K (2.30%) 9.65K
Increased by +1.95%
Dec 31, 24
14 Lawson Kroeker Investment Management Inc 481.43K (2.23%) -11.06K
Decreased by -2.30%
Dec 31, 24
15 State Street Corporation 477.29K (2.21%) 23.60K
Increased by +4.94%
Mar 31, 24
16 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 260.32K (1.21%) -11.05K
Decreased by -4.25%
Dec 31, 24
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%) -4.34K
Decreased by -2.12%
Dec 31, 24
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 Total Stock Mkt Idx Inv 742.39K (3.44%) 0.00
Increased by 0.00%
Feb 28, 25
2 FAM Small Cap Investor 718.20K (3.33%) 0.00
Increased by 0.00%
Mar 31, 25
3 iShares Russell 2000 ETF 620.81K (2.88%) -5.39K
Decreased by -0.87%
Mar 31, 25
4 DFA US Small Cap Value I 395.67K (1.84%) 3.15K
Increased by +0.79%
Feb 28, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 335.43K (1.56%) 0.00
Increased by 0.00%
Feb 28, 25
6 T. Rowe Price Small-Cap Value 278.16K (1.29%) -140.00K
Decreased by -50.33%
Mar 31, 24
7 Fidelity Small Cap Index 238.36K (1.11%) -4.46K
Decreased by -1.87%
Jan 31, 25
8 T. Rowe Price U.S. SC Value Eq Tr-Z 229.85K (1.07%) -37.80K
Decreased by -16.45%
Mar 31, 24
9 Fidelity® Small Cap Index 228.47K (1.06%) 8.92K
Increased by +3.90%
Oct 31, 23
10 DFA US Targeted Value I 217.87K (1.01%) 5.44K
Increased by +2.50%
Feb 28, 25
11 iShares Russell 2000 Value ETF 205.59K (0.95%) 0.00
Increased by 0.00%
Mar 31, 25
12 Dimensional US Targeted Value ETF 183.04K (0.85%) 0.00
Increased by 0.00%
Mar 31, 25
13 State St Russell Sm/Mid Cp® Indx NL Cl C 128.95K (0.60%) 1.10K
Increased by +0.85%
Feb 28, 25
14 Fidelity® Extended Market Index 117.44K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity Extended Market Index 116.56K (0.54%) -742.00
Decreased by -0.64%
Feb 28, 25
16 Vanguard Russell 2000 ETF 113.43K (0.53%) 2.67K
Increased by +2.35%
Feb 28, 25
17 Dimensional US Small Cap Value ETF 112.00K (0.52%) 0.00
Increased by 0.00%
Mar 31, 25
18 DFA US Small Cap I 110.86K (0.51%) 1.07K
Increased by +0.97%
Feb 28, 25
19 CREF Stock R1 108.38K (0.50%) 0.00
Increased by 0.00%
Mar 31, 24
20 DFA US Micro Cap I 107.47K (0.50%) 0.00
Increased by 0.00%
Feb 28, 25