Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 BSVO 0.01%
3 RTLA 0.01%
4 DFAT 0.01%
5 DFSV 0.01%
6 DES 0.00%
7 DFAS 0.00%
8 DFAC 0.00%
9 DFAU 0.00%
10 DCOR 0.00%
11 VTI 0.00%
12 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fourthstone LLC 939.43K (14.86%) 70.34K
Increased by +7.49%
Dec 31, 25
2 FMR Inc 749.53K (11.85%) -24.05K
Decreased by -3.21%
Dec 31, 25
3 Vanguard Group Inc 380.29K (6.01%) -8.45K
Decreased by -2.22%
Dec 31, 25
4 Renaissance Technologies Corp 295.11K (4.67%) 15.60K
Increased by +5.29%
Dec 31, 25
5 Dimensional Fund Advisors, Inc. 281.97K (4.46%) -37.55K
Decreased by -13.32%
Dec 31, 25
6 Petiole USA ltd 262.70K (4.15%) 0.00
Increased by 0.00%
Dec 31, 25
7 Kennedy Capital Management Inc 250.44K (3.96%) -84.19K
Decreased by -33.62%
Dec 31, 25
8 Pacific Ridge Capital Partners, LLC 220.56K (3.49%) -16.25K
Decreased by -7.37%
Sep 30, 24
9 Private Capital Management, LLC 202.73K (3.21%) -227.89K
Decreased by -112.41%
Dec 31, 25
10 Manufacturers Life Insurance Co 120.17K (1.90%) -15.44K
Decreased by -12.85%
Jun 30, 24
11 BlackRock Inc 113.41K (1.79%) 1.76K
Increased by +1.56%
Sep 30, 25
12 Geode Capital Management, LLC 87.02K (1.38%) -670.00
Decreased by -0.77%
Dec 31, 25
13 Pinnacle Holdings, LLC 84.93K (1.34%) 12.93K
Increased by +15.22%
Dec 31, 25
14 Huber Capital Management LLC 75.65K (1.20%) 0.00
Increased by 0.00%
Dec 31, 25
15 Arrowstreet Capital Limited Partnership 72.88K (1.15%) 0.00
Increased by 0.00%
Dec 31, 25
16 Brandywine Global Investment Mgmt LLC 61.78K (0.98%) -26.30K
Decreased by -42.57%
Sep 30, 24
17 HoldCo Asset Management, L.P. 59.77K (0.95%) 0.00
Increased by 0.00%
Dec 31, 25
18 Millennium Management LLC 51.15K (0.81%) 51.15K
Increased by +100.00%
Mar 31, 24
19 Bank of America Corp 49.25K (0.78%) -1.08K
Decreased by -2.19%
Sep 30, 25
20 Bridgeway Capital Management, LLC 44.61K (0.71%) 5.44K
Increased by +12.20%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FIAM Small Cap Core CIT Cl B 427.93K (6.77%) 0.00
Increased by 0.00%
Jan 31, 26
2 FIAM Small Cap Core Composite 427.93K (6.77%) -11.65K
Decreased by -2.72%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 247.24K (3.91%) 0.00
Increased by 0.00%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 241.24K (3.82%) 0.00
Increased by 0.00%
Feb 28, 26
5 Pacific Ridge Capital Ptnrs Micro Cp Val 219.51K (3.47%) -12.74K
Decreased by -5.80%
Mar 31, 24
6 Strategic Advisers® Fidelity US TtlStk 160.10K (2.53%) 680.00
Increased by +0.42%
Nov 30, 23
7 Private Capital Management Value Focus 142.97K (2.26%) 0.00
Increased by 0.00%
Dec 31, 25
8 Kennedy Bank Sector 128.12K (2.03%) 0.00
Increased by 0.00%
Dec 31, 25
9 Fidelity Series Small Cap Core 114.20K (1.81%) -3.40K
Decreased by -2.98%
Jan 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 86.06K (1.36%) 0.00
Increased by 0.00%
Feb 28, 26
11 Adara Smaller Companies 83.95K (1.33%) 0.00
Increased by 0.00%
Sep 30, 24
12 Strategic Advisers Fidelity US TtlStk 79.08K (1.25%) -31.80K
Decreased by -40.21%
Feb 28, 26
13 FIAM Small Company CIT Cl B 77.60K (1.23%) 0.00
Increased by 0.00%
Mar 31, 25
14 Huber Small Cap Value 75.65K (1.20%) 0.00
Increased by 0.00%
Dec 31, 25
15 Dimensional US Targeted Value ETF 72.00K (1.14%) 0.00
Increased by 0.00%
Aug 29, 25
16 JHancock Regional Bank A 65.78K (1.04%) 0.00
Increased by 0.00%
May 31, 24
17 Private Capital Management Value I 60.80K (0.96%) 0.00
Increased by 0.00%
Sep 30, 24
18 Private Capital Value Equity 60.80K (0.96%) 0.00
Increased by 0.00%
Dec 31, 24
19 Acuitas US Microcap Strategy 57.71K (0.91%) -420.00
Decreased by -0.73%
Mar 31, 24
20 Huber Small Cap Value Inv 52.38K (0.83%) 0.00
Increased by 0.00%
Dec 31, 25