Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 IWV 1000.00%
3 IWM 1000.00%
4 IWN 1000.00%
5 DFAT 0.00%
6 IWO 0.00%
7 DFSV 0.00%
8 DFAC 0.00%
9 DFAS 0.00%
10 DFUS 0.00%
11 DFUV 0.00%
12 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fourthstone LLC 1.79M (11.95%) 1.79M
Increased by +100.00%
Mar 31, 24
2 PL Capital Advisors, LLC 538.67K (3.60%) -20.00K
Decreased by -3.71%
Mar 31, 24
3 Private Management Group Inc 529.51K (3.54%) 529.51K
Increased by +100.00%
Mar 31, 24
4 Cutler Capital Management 211.52K (1.41%) -23.32K
Decreased by -11.02%
Mar 31, 24
5 Siena Capital Management, LLC 167.82K (1.12%) 167.82K
Increased by +100.00%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 166.68K (1.11%) 2.64K
Increased by +1.58%
Mar 31, 24
7 Manufacturers Life Insurance Co 122.80K (0.82%) 122.80K
Increased by +100.00%
Mar 31, 24
8 Wellington Management Company LLP 113.08K (0.76%) -21.50K
Decreased by -19.02%
Mar 31, 24
9 American Century Companies Inc 96.33K (0.64%) 96.33K
Increased by +100.00%
Mar 31, 24
10 FJ Capital Management LLC 93.34K (0.62%) 0.00
Increased by 0.00%
Mar 31, 24
11 AllianceBernstein L.P. 84.63K (0.57%) -107.97K
Decreased by -127.58%
Mar 31, 24
12 Bridgeway Capital Management, LLC 83.66K (0.56%) 83.66K
Increased by +100.00%
Mar 31, 24
13 M3F, Inc. 82.25K (0.55%) -143.88K
Decreased by -174.93%
Mar 31, 24
14 Vanguard Group Inc 78.99K (0.53%) 2.10K
Increased by +2.65%
Mar 31, 24
15 CALDWELL SUTTER CAPITAL INC 78.36K (0.52%) -500.00
Decreased by -0.64%
Mar 31, 24
16 JACKSON SQUARE CAPITAL, LLC 71.74K (0.48%) 71.74K
Increased by +100.00%
Mar 31, 24
17 Geode Capital Management, LLC 62.12K (0.41%) 62.12K
Increased by +100.00%
Mar 31, 24
18 Susquehanna International Group, LLP 54.18K (0.36%) 54.18K
Increased by +100.00%
Mar 31, 24
19 Kennedy Capital Management Inc 45.84K (0.31%) 0.00
Increased by 0.00%
Mar 31, 24
20 First Manhattan Co. LLC 43.49K (0.29%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JHancock Regional Bank A 122.80K (0.82%) 0.00
Increased by 0.00%
Feb 29, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 75.96K (0.51%) 1.50K
Increased by +1.97%
Mar 31, 24
3 Bridgeway Omni Small-Cap Value 57.00K (0.38%) 0.00
Increased by 0.00%
Mar 31, 24
4 Bridgeway Omni Small-Cap Value N 57.00K (0.38%) 57.00K
Increased by +100.00%
Mar 31, 24
5 Kennedy Bank Sector 45.84K (0.31%) 0.00
Increased by 0.00%
Mar 31, 24
6 Fidelity Extended Market Index 36.53K (0.24%) -177.00
Decreased by -0.48%
Feb 29, 24
7 EA Bridgeway Omni Small-Cap Value ETF 34.12K (0.23%) 0.00
Increased by 0.00%
Mar 28, 24
8 DFA US Small Cap Value I 30.33K (0.20%) 0.00
Increased by 0.00%
Feb 29, 24
9 DFA US Micro Cap I 24.37K (0.16%) 0.00
Increased by 0.00%
Feb 29, 24
10 Emerald Finance & Bking Innovt Fd A 24.26K (0.16%) 0.00
Increased by 0.00%
Feb 29, 24
11 Dimensional US Targeted Value ETF 24.19K (0.16%) 0.00
Increased by 0.00%
Mar 29, 24
12 Bridgeway Ultra-Small Company Market 21.66K (0.14%) 0.00
Increased by 0.00%
Mar 31, 24
13 DFA US Core Equity 2 I 17.91K (0.12%) 0.00
Increased by 0.00%
Feb 29, 24
14 iShares Micro-Cap ETF 15.81K (0.11%) 0.00
Increased by 0.00%
Mar 28, 24
15 Fidelity® Extended Market Index 14.25K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
16 DFA US Core Equity 1 I 12.86K (0.09%) 0.00
Increased by 0.00%
Feb 29, 24
17 BlackRock Extended Equity Market K 10.64K (0.07%) 10.41K
Increased by +97.88%
Mar 31, 24
18 Fidelity Series Total Market Index 8.70K (0.06%) 0.00
Increased by 0.00%
Feb 29, 24
19 Fidelity® Series Total Market Index 8.70K (0.06%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity Total Market Index 8.47K (0.06%) 0.00
Increased by 0.00%
Feb 29, 24