Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.08%
2 SMMV 0.06%
3 IWN 0.02%
4 ISCG 0.01%
5 JKK 0.01%
6 IWM 0.01%
7 ISCB 0.01%
8 JKJ 0.01%
9 IWO 0.00%
10 ITOT 0.00%
11 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 EP Wealth Advisors, Inc. 276.67K (1.28%) 276.67K
Increased by +100.00%
Mar 31, 25
17 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 233.24K (1.08%) -27.09K
Decreased by -11.61%
Mar 31, 25
18 Northern Trust Corp 206.41K (0.96%) -15.35K
Decreased by -7.44%
Mar 31, 25
19 Abacus Planning Group Inc 204.35K (0.95%) 0.00
Increased by 0.00%
Mar 31, 25
20 Renaissance Technologies Corp 194.70K (0.90%) 1.60K
Increased by +0.82%
Sep 30, 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 586.41K (2.72%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Total Stock Mkt Idx Inv 469.85K (2.18%) 10.90K
Increased by +2.32%
May 31, 25
5 DFA US Small Cap Value I 399.68K (1.85%) 2.53K
Increased by +0.63%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 334.82K (1.55%) 0.00
Increased by 0.00%
May 31, 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 241.87K (1.12%) 3.52K
Increased by +1.45%
Mar 31, 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 224.76K (1.04%) 2.30K
Increased by +1.02%
Apr 30, 25
12 iShares Russell 2000 Value ETF 201.61K (0.94%) 0.00
Increased by 0.00%
May 31, 25
13 Dimensional US Targeted Value ETF 187.83K (0.87%) 0.00
Increased by 0.00%
May 30, 25
14 State St Russell Sm/Mid Cp® Indx SL Cl I 126.26K (0.59%) 3.20K
Increased by +2.53%
May 31, 25
15 Vanguard Russell 2000 ETF 124.08K (0.58%) 1.11K
Increased by +0.90%
May 31, 25
16 State St Russell Sm/Mid Cp® Indx NL Cl C 123.06K (0.57%) 609.00
Increased by +0.49%
Apr 30, 25
17 Fidelity Extended Market Index 120.59K (0.56%) -1.15K
Decreased by -0.96%
Apr 30, 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 115.89K (0.54%) 407.00
Increased by +0.35%
Apr 30, 25
20 Dimensional US Small Cap Value ETF 113.29K (0.53%) 0.00
Increased by 0.00%
May 30, 25