Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.04%
2 BSVO 0.03%
3 DFSU 0.00%
4 DFAC 0.00%
5 DFAT 0.00%
6 DFUS 0.00%
7 DCOR 0.00%
8 VXF 0.00%
9 DFSV 0.00%
10 VTI 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Siena Capital Management, LLC 103.03K (3.24%) 0.00
Increased by 0.00%
Dec 31, 24
2 Fourthstone LLC 56.55K (1.78%) 56.55K
Increased by +100.00%
Dec 31, 24
3 Vanguard Group Inc 45.51K (1.43%) -47.73K
Decreased by -104.88%
Dec 31, 24
4 Truffle Hound Capital, LLC 37.00K (1.16%) 37.00K
Increased by +100.00%
Dec 31, 24
5 Geode Capital Management, LLC 35.69K (1.12%) 0.00
Increased by 0.00%
Dec 31, 24
6 Bridgeway Capital Management, LLC 29.74K (0.93%) 675.00
Increased by +2.27%
Dec 31, 24
7 HighTower Advisors, LLC 28.12K (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
8 Commonwealth Equity Services Inc 21.32K (0.67%) 10.20K
Increased by +47.86%
Dec 31, 24
9 RBF LLC 20.00K (0.63%) 0.00
Increased by 0.00%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 19.94K (0.63%) 1.44K
Increased by +7.22%
Dec 31, 24
11 BlackRock Inc 16.91K (0.53%) 3.16K
Increased by +18.71%
Dec 31, 24
12 Empowered Funds, LLC 14.71K (0.46%) 675.00
Increased by +4.59%
Dec 31, 24
13 Susquehanna International Group, LLP 14.51K (0.46%) 3.65K
Increased by +25.17%
Dec 31, 24
14 Stifel Financial Corp 11.65K (0.37%) 0.00
Increased by 0.00%
Dec 31, 24
15 Mariner Wealth Advisors LLC 10.98K (0.35%) 0.00
Increased by 0.00%
Dec 31, 24
16 Mariner Wealth Advisors, LLC 10.98K (0.35%) 0.00
Increased by 0.00%
Mar 31, 24
17 State Street Corp 10.27K (0.32%) 700.00
Increased by +6.81%
Dec 31, 24
18 State Street Corporation 9.57K (0.30%) 0.00
Increased by 0.00%
Mar 31, 24
19 Raymond James & Associates 9.05K (0.28%) 1.51K
Increased by +16.67%
Sep 30, 24
20 HRT FINANCIAL LLC 7.87K (0.25%) 7.87K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 44.25K (1.39%) 10.00
Increased by +0.02%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 40.95K (1.29%) -1.60K
Decreased by -3.91%
Nov 30, 24
3 Fidelity Extended Market Index 18.26K (0.57%) -116.00
Decreased by -0.64%
Feb 28, 25
4 Fidelity® Extended Market Index 17.46K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
5 EA Bridgeway Omni Small-Cap Value ETF 15.71K (0.49%) 15.00
Increased by +0.10%
Mar 31, 25
6 Bridgeway Omni Small-Cap Value 15.04K (0.47%) 0.00
Increased by 0.00%
Dec 31, 24
7 Bridgeway Omni Small-Cap Value N 15.04K (0.47%) 0.00
Increased by 0.00%
Dec 31, 24
8 iShares Micro-Cap ETF 7.22K (0.23%) 0.00
Increased by 0.00%
Mar 31, 25
9 Fidelity Total Market Index 6.05K (0.19%) -5.00
Decreased by -0.08%
Feb 28, 25
10 Fidelity® Total Market Index 5.99K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
11 BlackRock Extended Mkt Composite 5.38K (0.17%) 0.00
Increased by 0.00%
Sep 30, 23
12 BlackRock Extended Equity Market K 4.69K (0.15%) -2.00
Decreased by -0.04%
Sep 30, 24
13 Extended Equity Market Fund K 4.63K (0.15%) -64.00
Decreased by -1.38%
Dec 31, 24
14 Fidelity Series Total Market Index 4.48K (0.14%) 0.00
Increased by 0.00%
Feb 28, 25
15 DFA US Core Equity 2 I 4.00K (0.13%) 0.00
Increased by 0.00%
Feb 28, 25
16 DFA US Core Equity 1 I 3.88K (0.12%) 0.00
Increased by 0.00%
Feb 28, 25
17 Fidelity® Series Total Market Index 3.73K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
18 Dimensional US Core Equity 2 ETF 3.43K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
19 NT Ext Equity Mkt Idx Fd - L 3.02K (0.09%) 0.00
Increased by 0.00%
Dec 31, 24
20 Northern Trust Extended Eq Market Idx 3.02K (0.09%) 0.00
Increased by 0.00%
Dec 31, 24