Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SQLV 0.14%
2 DGRS 0.09%
3 IWC 0.07%
4 BSVO 0.04%
5 GSSC 0.03%
6 JSML 0.03%
7 VTWV 0.02%
8 IWN 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 (6.79%) -7.44K
Decreased by -1.76%
Mar 31, 25
2 Vanguard Group Inc 338.07K (5.44%) -437.00
Decreased by -0.13%
Mar 31, 25
3 Dimensional Fund Advisors, Inc. 293.29K (4.72%) 4.42K
Increased by +1.51%
Mar 31, 25
4 Pacific Ridge Capital Partners, LLC 179.13K (2.88%) 4.54K
Increased by +2.54%
Mar 31, 25
5 Fourthstone LLC 166.56K (2.68%) 60.98K
Increased by +36.61%
Mar 31, 25
6 Banc Funds Co LLC 159.38K (2.56%) -90.05K
Decreased by -56.50%
Mar 31, 25
7 Geode Capital Management, LLC 151.21K (2.43%) 3.17K
Increased by +2.10%
Mar 31, 25
8 Renaissance Technologies Corp 142.35K (2.29%) -7.90K
Decreased by -5.55%
Mar 31, 25
9 Siena Capital Management, LLC 110.34K (1.78%) 0.00
Increased by 0.00%
Mar 31, 25
10 LSV Asset Management 109.80K (1.77%) -5.90K
Decreased by -5.37%
Mar 31, 25
11 Gm Advisory Group Inc 104.48K (1.68%) 14.12K
Increased by +13.51%
Mar 31, 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 (1.23%) 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 Goldman Sachs Group Inc 48.83K (0.79%) -2.67K
Decreased by -5.47%
Mar 31, 25
18 Bridgeway Capital Management, LLC 46.26K (0.74%) -8.50K
Decreased by -18.37%
Mar 31, 25
19 American Century Companies Inc 37.22K (0.60%) -158.00
Decreased by -0.42%
Mar 31, 25
20 Kennedy Capital Management Inc 36.31K (0.58%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 201.81K (3.25%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 201.81K (3.25%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 188.56K (3.03%) 0.00
Increased by 0.00%
May 31, 25
4 Pacific Ridge Capital Ptnrs Micro Cp Val 114.10K (1.84%) -6.70K
Decreased by -5.87%
Mar 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 93.25K (1.50%) 2.26K
Increased by +2.42%
May 31, 25
6 Adara Smaller Companies 71.52K (1.15%) 0.00
Increased by 0.00%
May 31, 25
7 Fidelity Small Cap Index 63.47K (1.02%) 0.00
Increased by 0.00%
Mar 31, 25
8 iShares Russell 2000 Value ETF 60.07K (0.97%) 0.00
Increased by 0.00%
May 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 43.19K (0.69%) 361.00
Increased by +0.84%
Apr 30, 25
11 Kennedy Bank Sector 36.31K (0.58%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity Extended Market Index 36.00K (0.58%) -344.00
Decreased by -0.96%
Apr 30, 25
13 Avantis US Small Cap Value ETF 34.64K (0.56%) 0.00
Increased by 0.00%
May 31, 25
14 Dimensional US Targeted Value ETF 33.70K (0.54%) 0.00
Increased by 0.00%
May 30, 25
15 Fidelity® Extended Market Index 33.40K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
16 Vanguard Russell 2000 ETF 32.87K (0.53%) 265.00
Increased by +0.81%
May 31, 25
17 DFA US Small Cap Value I 32.36K (0.52%) 0.00
Increased by 0.00%
Apr 30, 25
18 DFA US Small Cap I 30.69K (0.49%) 0.00
Increased by 0.00%
Apr 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%
Apr 30, 25