Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SVAL 0.38%
2 IWC 0.08%
3 SMMV 0.06%
4 IWN 0.02%
5 ISCG 0.01%
6 JKK 0.01%
7 IWM 0.01%
8 ISCB 0.01%
9 JKJ 0.01%
10 IWO 0.00%
11 ITOT 0.00%
12 IWV 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Magnolia Group, LLC 5.59M (25.17%) 0.00
Increased by 0.00%
Mar 31, 25
2 Massachusetts Institute Of Technology 2.44M (11.01%) 0.00
Increased by 0.00%
Mar 31, 25
3 BlackRock Inc 1.76M (7.90%) -22.39K
Decreased by -1.28%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 1.53M (6.90%) 60.21K
Increased by +3.93%
Mar 31, 25
5 Elgethun Capital Management 1.01M (4.55%) 449.99K
Increased by +44.58%
Mar 31, 25
6 Vanguard Group Inc 999.34K (4.50%) -375.87K
Decreased by -37.61%
Mar 31, 25
7 Fenimore Asset Management Inc 953.08K (4.29%) 5.28K
Increased by +0.55%
Jun 30, 25
8 Private Management Group Inc 772.16K (3.48%) -9.21K
Decreased by -1.19%
Mar 31, 25
9 MA Greenwood & Associates Inc 568.70K (2.56%) 15.32K
Increased by +2.69%
Sep 30, 23
10 Geode Capital Management, LLC 546.84K (2.46%) 14.32K
Increased by +2.62%
Mar 31, 25
11 T. Rowe Price Investment Management,Inc. 521.91K (2.35%) -183.42K
Decreased by -35.14%
Mar 31, 24
12 State Street Corp 510.93K (2.30%) 4.97K
Increased by +0.97%
Mar 31, 25
13 State Street Corporation 477.29K (2.15%) 23.60K
Increased by +4.94%
Mar 31, 24
14 Lawson Kroeker Investment Management Inc 475.80K (2.14%) -5.63K
Decreased by -1.18%
Mar 31, 25
15 Ironvine Capital Partners, LLC 465.73K (2.10%) -30.06K
Decreased by -6.45%
Mar 31, 25
16 EP Wealth Advisors, Inc. 276.67K (1.25%) 276.67K
Increased by +100.00%
Mar 31, 25
17 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 233.24K (1.05%) -27.09K
Decreased by -11.61%
Mar 31, 25
18 Northern Trust Corp 206.41K (0.93%) -15.35K
Decreased by -7.44%
Mar 31, 25
19 Abacus Planning Group Inc 204.35K (0.92%) 0.00
Increased by 0.00%
Jun 30, 25
20 Renaissance Technologies Corp 194.70K (0.88%) 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 (3.56%) 0.00
Increased by 0.00%
Sep 30, 24
2 FAM Small Cap Investor 718.20K (3.23%) 0.00
Increased by 0.00%
Jun 30, 25
3 iShares Russell 2000 ETF 558.20K (2.51%) 3.90K
Increased by +0.70%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 469.85K (2.12%) 10.90K
Increased by +2.32%
May 31, 25
5 DFA US Small Cap Value I 399.68K (1.80%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 334.82K (1.51%) 0.00
Increased by 0.00%
May 31, 25
7 T. Rowe Price Small-Cap Value 278.16K (1.25%) -140.00K
Decreased by -50.33%
Mar 31, 24
8 Fidelity Small Cap Index 245.08K (1.10%) 3.21K
Increased by +1.31%
Apr 30, 25
9 T. Rowe Price U.S. SC Value Eq Tr-Z 229.85K (1.04%) -37.80K
Decreased by -16.45%
Mar 31, 24
10 Fidelity® Small Cap Index 228.47K (1.03%) 8.92K
Increased by +3.90%
Oct 31, 23
11 DFA US Targeted Value I 224.76K (1.01%) 0.00
Increased by 0.00%
May 31, 25
12 iShares Russell 2000 Value ETF 197.07K (0.89%) 710.00
Increased by +0.36%
Jun 30, 25
13 Dimensional US Targeted Value ETF 189.20K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
14 State St Russell Sm/Mid Cp® Indx SL Cl I 126.26K (0.57%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vanguard Russell 2000 ETF 124.08K (0.56%) 1.11K
Increased by +0.90%
May 31, 25
16 Fidelity Extended Market Index 123.57K (0.56%) 2.98K
Increased by +2.41%
May 31, 25
17 State St Russell Sm/Mid Cp® Indx NL Cl C 123.06K (0.55%) 609.00
Increased by +0.49%
Apr 30, 25
18 DFA US Small Cap I 122.13K (0.55%) 6.24K
Increased by +5.11%
May 31, 25
19 Fidelity® Extended Market Index 117.44K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
20 Dimensional US Small Cap Value ETF 116.16K (0.52%) 0.00
Increased by 0.00%
Jun 30, 25