Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 0.12%
2 DGRS 0.09%
3 IWC 0.04%
4 PRFZ 0.01%
5 AVSC 0.01%
6 EES 0.01%
7 IWN 0.01%
8 VTWO 0.01%
9 VTWV 0.01%
10 RYLD 0.01%
11 IWM 0.01%
12 SCHA 0.01%
13 UWM 0.00%
14 URTY 0.00%
15 IWO 0.00%
16 AVUV 0.00%
17 HDG 0.00%
18 DFSV 0.00%
19 AVUS 0.00%
20 DFAS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 281.35K (6.40%) 23.44K
Increased by +8.33%
Dec 31, 23
2 Vanguard Group Inc 219.21K (4.99%) 2.12K
Increased by +0.97%
Dec 31, 23
3 Citizens & Northern Corp 88.44K (2.01%) 0.00
Increased by 0.00%
Dec 31, 23
4 Geode Capital Management, LLC 87.79K (2.00%) 4.18K
Increased by +4.76%
Dec 31, 23
5 State Street Corporation 68.40K (1.56%) 7.32K
Increased by +10.70%
Dec 31, 23
6 Fourthstone LLC 67.19K (1.53%) 67.19K
Increased by +100.00%
Sep 30, 23
7 Hudock Moyer Wealth Resources, LLC 40.40K (0.92%) 0.00
Increased by 0.00%
Mar 31, 24
8 Terrapin Asset Management LLC 37.46K (0.85%) -113.00
Decreased by -0.30%
Sep 30, 23
9 Northern Trust Corp 36.33K (0.83%) 3.30K
Increased by +9.08%
Dec 31, 23
10 Charles Schwab Investment Management Inc 31.94K (0.73%) -804.00
Decreased by -2.52%
Dec 31, 23
11 Jfs Wealth Advisors, LLC 29.91K (0.68%) 0.00
Increased by 0.00%
Dec 31, 23
12 Bank of New York Mellon Corp 20.19K (0.46%) 5.95K
Increased by +29.47%
Dec 31, 23
13 Weatherly Asset Management LP 9.66K (0.22%) 0.00
Increased by 0.00%
Mar 31, 24
14 AllianceBernstein L.P. 8.77K (0.20%) -27.94K
Decreased by -318.67%
Sep 30, 23
15 Nuveen Asset Management, LLC 8.04K (0.18%) 2.16K
Increased by +26.84%
Dec 31, 23
16 Minerva Advisors LLC 7.73K (0.18%) 0.00
Increased by 0.00%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 7.46K (0.17%) 5.29K
Increased by +70.93%
Dec 31, 23
18 American Century Companies Inc 6.92K (0.16%) 160.00
Increased by +2.31%
Dec 31, 23
19 Commonwealth Equity Services Inc 6.06K (0.14%) 26.00
Increased by +0.43%
Dec 31, 23
20 Bank of America Corp 5.74K (0.13%) -1.39K
Decreased by -24.12%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 140.72K (3.20%) 216.00
Increased by +0.15%
Mar 31, 24
2 iShares Russell 2000 ETF 94.20K (2.14%) -752.00
Decreased by -0.80%
Apr 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 61.56K (1.40%) 45.00
Increased by +0.07%
Mar 31, 24
4 Fidelity Small Cap Index 38.22K (0.87%) 0.00
Increased by 0.00%
Feb 29, 24
5 Fidelity® Small Cap Index 36.75K (0.84%) 755.00
Increased by +2.05%
Oct 31, 23
6 iShares Russell 2000 Value ETF 28.84K (0.66%) 0.00
Increased by 0.00%
Apr 30, 24
7 Fidelity Extended Market Index 25.48K (0.58%) 1.32K
Increased by +5.20%
Mar 31, 24
8 Fidelity® Extended Market Index 23.66K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
9 Schwab US Small-Cap ETF™ 22.17K (0.50%) 0.00
Increased by 0.00%
Apr 30, 24
10 State St Russell Sm/Mid Cp® Indx NL Cl C 18.41K (0.42%) 0.00
Increased by 0.00%
Apr 30, 24
11 VT De Lisle America B USD 15.20K (0.35%) 0.00
Increased by 0.00%
Apr 30, 24
12 Vanguard Russell 2000 ETF 14.19K (0.32%) 453.00
Increased by +3.19%
Mar 31, 24
13 State St Russell Sm Cap® Indx SL Cl I 12.40K (0.28%) 0.00
Increased by 0.00%
Apr 30, 24
14 BlackRock Extended Mkt Composite 11.84K (0.27%) 2.87K
Increased by +24.25%
Sep 30, 23
15 NT R2000 Index Fund - NL 10.67K (0.24%) -764.00
Decreased by -7.16%
Dec 31, 23
16 BlackRock Extended Equity Market K 10.24K (0.23%) 4.00
Increased by +0.04%
Mar 31, 24
17 Schwab Small Cap Index 8.77K (0.20%) 0.00
Increased by 0.00%
Mar 31, 24
18 Fidelity® Total Market Index 8.55K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
19 Fidelity Total Market Index 8.52K (0.19%) -34.00
Decreased by -0.40%
Mar 31, 24
20 NT R2000 Index Fund - DC - NL - 2 8.37K (0.19%) -27.00
Decreased by -0.32%
Mar 31, 24