Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RISN 1.05%
2 BSVO 0.02%
3 IWC 0.01%
4 DFSU 0.00%
5 DCOR 0.00%
6 DFAT 0.00%
7 DFAC 0.00%
8 DFUS 0.00%
9 DFSV 0.00%
10 VTI 0.00%
11 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Pettyjohn Co 249.40K (6.49%) -4.57K
Decreased by -1.83%
Jun 30, 24
2 Vanguard Group Inc 192.59K (5.01%) 0.00
Increased by 0.00%
Jun 30, 24
3 CapTrust Financial Advisors 145.78K (3.79%) -3.29K
Decreased by -2.26%
Jun 30, 24
4 CWM Advisors, LLC 74.06K (1.93%) 74.06K
Increased by +100.00%
Sep 30, 24
5 Fourthstone LLC 72.93K (1.90%) -1.24K
Decreased by -1.70%
Jun 30, 24
6 Banc Funds Co LLC 61.38K (1.60%) -7.07K
Decreased by -11.52%
Jun 30, 24
7 Geode Capital Management, LLC 41.24K (1.07%) 2.57K
Increased by +6.24%
Jun 30, 24
8 Raymond James Finl Svs Advisors, Inc. 37.97K (0.99%) 37.97K
Increased by +100.00%
Mar 31, 24
9 Bridgeway Capital Management, LLC 31.70K (0.83%) 1.26K
Increased by +3.97%
Jun 30, 24
10 Dimensional Fund Advisors, Inc. 26.85K (0.70%) 8.56K
Increased by +31.86%
Jun 30, 24
11 First Manhattan Co. LLC 22.31K (0.58%) 0.00
Increased by 0.00%
Jun 30, 24
12 SALZHAUER MICHAEL 18.99K (0.49%) 0.00
Increased by 0.00%
Jun 30, 24
13 Empowered Funds, LLC 18.70K (0.49%) -16.18K
Decreased by -86.53%
Jun 30, 24
14 BHZ Capital Management, LP. 13.26K (0.34%) -8.69K
Decreased by -65.53%
Mar 31, 24
15 Montvue Capital Management Inc 12.73K (0.33%) -1.39K
Decreased by -10.95%
Jun 30, 24
16 Commonwealth Equity Services Inc 10.23K (0.27%) 10.23K
Increased by +100.00%
Jun 30, 24
17 BlackRock Inc 9.34K (0.24%) 327.00
Increased by +3.50%
Jun 30, 24
18 Wells Fargo & Co 6.34K (0.17%) -30.00
Decreased by -0.47%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 3.17K (0.08%) 0.00
Increased by 0.00%
Jun 30, 24
20 Acadian Asset Management LLC 2.14K (0.06%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 114.19K (2.97%) 0.00
Increased by 0.00%
Aug 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 76.02K (1.98%) 0.00
Increased by 0.00%
Aug 31, 24
3 Inspire Tactical Balanced ETF 74.06K (1.93%) 0.00
Increased by 0.00%
Sep 30, 24
4 Fidelity Extended Market Index 22.07K (0.57%) -108.00
Decreased by -0.49%
Aug 31, 24
5 Fidelity® Extended Market Index 20.40K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
6 EA Bridgeway Omni Small-Cap Value ETF 19.61K (0.51%) 35.00
Increased by +0.18%
Sep 30, 24
7 Bridgeway Omni Small-Cap Value 13.00K (0.34%) 0.00
Increased by 0.00%
Jun 30, 24
8 Bridgeway Omni Small-Cap Value N 13.00K (0.34%) 0.00
Increased by 0.00%
Jun 30, 24
9 Fidelity Total Market Index 10.60K (0.28%) -16.00
Decreased by -0.15%
Aug 31, 24
10 Fidelity® Total Market Index 10.48K (0.27%) 0.00
Increased by 0.00%
Nov 30, 23
11 iShares Micro-Cap ETF 9.27K (0.24%) 0.00
Increased by 0.00%
Sep 30, 24
12 DFA US Core Equity 2 I 8.41K (0.22%) 0.00
Increased by 0.00%
Aug 31, 24
13 Fidelity Series Total Market Index 6.25K (0.16%) 0.00
Increased by 0.00%
Aug 31, 24
14 Fidelity® Series Total Market Index 6.25K (0.16%) 0.00
Increased by 0.00%
Nov 30, 23
15 DFA US Targeted Value I 3.94K (0.10%) 0.00
Increased by 0.00%
Aug 31, 24
16 Dimensional US Targeted Value ETF 3.85K (0.10%) 0.00
Increased by 0.00%
Sep 30, 24
17 DFA US Core Equity 1 I 3.36K (0.09%) 0.00
Increased by 0.00%
Aug 31, 24
18 NT Ext Equity Mkt Idx Fd - L 3.35K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
19 Northern Trust Extended Eq Market Idx 3.35K (0.09%) 0.00
Increased by 0.00%
Sep 30, 24
20 Schwab Total Stock Market Index 2.74K (0.07%) 0.00
Increased by 0.00%
Sep 30, 24