Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.14%
2 DGRS 0.09%
3 IWC 0.08%
4 BSVO 0.04%
5 GSSC 0.03%
6 JSML 0.03%
7 IWN 0.02%
8 VTWV 0.02%
9 JSMD 0.01%
10 IWM 0.01%
11 VTWO 0.01%
12 RTLA 0.01%
13 DFAT 0.01%
14 RSSL 0.01%
15 AVUV 0.01%
16 DFSV 0.01%
17 DFAS 0.01%
18 UWM 0.01%
19 URTY 0.00%
20 IWO 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 421.89K (6.77%) -7.44K
Decreased by -1.76%
Mar 31, 25
2 Vanguard Group Inc 353.14K (5.67%) 15.07K
Increased by +4.27%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 302.30K (4.85%) 9.01K
Increased by +2.98%
Jun 30, 25
4 Fourthstone LLC 266.87K (4.28%) 100.30K
Increased by +37.59%
Jun 30, 25
5 Pacific Ridge Capital Partners, LLC 176.63K (2.84%) -2.50K
Decreased by -1.42%
Jun 30, 25
6 Geode Capital Management, LLC 151.21K (2.43%) 3.17K
Increased by +2.10%
Mar 31, 25
7 Renaissance Technologies Corp 142.35K (2.29%) -7.90K
Decreased by -5.55%
Mar 31, 25
8 Banc Funds Co LLC 126.38K (2.03%) -33.00K
Decreased by -26.11%
Jun 30, 25
9 Siena Capital Management, LLC 110.34K (1.77%) 0.00
Increased by 0.00%
Jun 30, 25
10 LSV Asset Management 106.19K (1.70%) -3.61K
Decreased by -3.40%
Jun 30, 25
11 Gm Advisory Group Inc 105.07K (1.69%) 589.00
Increased by +0.56%
Jun 30, 25
12 Acadian Asset Management LLC 88.34K (1.42%) 88.29K
Increased by +99.94%
Mar 31, 25
13 State Street Corp 78.31K (1.26%) 142.00
Increased by +0.18%
Mar 31, 25
14 State Street Corporation 76.17K (1.22%) 3.00K
Increased by +3.94%
Mar 31, 24
15 Northern Trust Corp 68.97K (1.11%) -1.68K
Decreased by -2.43%
Mar 31, 25
16 Commonwealth Equity Services Inc 62.37K (1.00%) 62.37K
Increased by +100.00%
Mar 31, 25
17 Bridgeway Capital Management, LLC 47.08K (0.76%) 815.00
Increased by +1.73%
Jun 30, 25
18 American Century Companies Inc 36.38K (0.58%) -832.00
Decreased by -2.29%
Jun 30, 25
19 Kennedy Capital Management Inc 36.31K (0.58%) 0.00
Increased by 0.00%
Jun 30, 25
20 Morgan Stanley - Brokerage Accounts 33.34K (0.54%) -3.04K
Decreased by -9.12%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 201.81K (3.24%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 197.46K (3.17%) -4.35K
Decreased by -2.20%
Jul 31, 25
3 iShares Russell 2000 ETF 173.90K (2.79%) -3.25K
Decreased by -1.87%
Jul 31, 25
4 Pacific Ridge Capital Ptnrs Micro Cp Val 114.10K (1.83%) -6.70K
Decreased by -5.87%
Mar 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 75.47K (1.21%) -22.67K
Decreased by -30.04%
Jul 31, 25
6 Adara Smaller Companies 71.52K (1.15%) 0.00
Increased by 0.00%
Jul 31, 25
7 Fidelity Small Cap Index 64.06K (1.03%) 371.00
Increased by +0.58%
May 31, 25
8 iShares Russell 2000 Value ETF 56.96K (0.91%) 42.00
Increased by +0.07%
Jul 31, 25
9 Fidelity® Small Cap Index 53.05K (0.85%) 455.00
Increased by +0.86%
Oct 31, 23
10 DFA US Targeted Value I 44.66K (0.72%) 1.48K
Increased by +3.31%
Jun 30, 25
11 Kennedy Bank Sector 36.31K (0.58%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity Extended Market Index 35.75K (0.57%) -93.00
Decreased by -0.26%
Jun 30, 25
13 Dimensional US Targeted Value ETF 35.26K (0.57%) 0.00
Increased by 0.00%
Jul 31, 25
14 Avantis US Small Cap Value ETF 34.16K (0.55%) 0.00
Increased by 0.00%
Jul 31, 25
15 DFA US Small Cap Value I 33.90K (0.54%) 628.00
Increased by +1.85%
Jun 30, 25
16 Fidelity® Extended Market Index 33.40K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
17 Vanguard Russell 2000 ETF 33.38K (0.54%) -2.61K
Decreased by -7.82%
Jul 31, 25
18 DFA US Small Cap I 31.41K (0.50%) 0.00
Increased by 0.00%
Jun 30, 25
19 Acuitas US Microcap Strategy 30.00K (0.48%) -260.00
Decreased by -0.87%
Mar 31, 24
20 DFA US Micro Cap I 29.82K (0.48%) 0.00
Increased by 0.00%
Jun 30, 25