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 898.56K (15.51%) 120.30K
Increased by +13.39%
Mar 31, 24
2 FMR Inc 864.11K (14.92%) -590.00
Decreased by -0.07%
Mar 31, 24
3 Private Capital Management, LLC 786.66K (13.58%) -9.24K
Decreased by -1.17%
Mar 31, 24
4 Vanguard Group Inc 406.51K (7.02%) 0.00
Increased by 0.00%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 380.98K (6.58%) 1.51K
Increased by +0.40%
Mar 31, 24
6 Renaissance Technologies Corp 301.70K (5.21%) -8.00K
Decreased by -2.65%
Mar 31, 24
7 Petiole USA ltd 262.70K (4.54%) 0.00
Increased by 0.00%
Mar 31, 24
8 Pacific Ridge Capital Partners, LLC 246.73K (4.26%) -12.73K
Decreased by -5.16%
Mar 31, 24
9 BlackRock Inc 138.04K (2.38%) -25.50K
Decreased by -18.47%
Mar 31, 24
10 Manufacturers Life Insurance Co 135.61K (2.34%) -29.64K
Decreased by -21.86%
Mar 31, 24
11 Brandywine Global Investment Mgmt LLC 100.08K (1.73%) 0.00
Increased by 0.00%
Mar 31, 24
12 Geode Capital Management, LLC 89.58K (1.55%) 0.00
Increased by 0.00%
Mar 31, 24
13 Bridgeway Capital Management, LLC 73.44K (1.27%) 1.05K
Increased by +1.43%
Mar 31, 24
14 Susquehanna International Group, LLP 66.92K (1.16%) 56.88K
Increased by +84.99%
Mar 31, 24
15 HoldCo Asset Management, L.P. 59.77K (1.03%) 0.00
Increased by 0.00%
Mar 31, 24
16 Bank of America Corp 53.87K (0.93%) -1.77K
Decreased by -3.29%
Mar 31, 24
17 Millennium Management LLC 51.15K (0.88%) 51.15K
Increased by +100.00%
Mar 31, 24
18 CapTrust Financial Advisors 39.88K (0.69%) 35.05K
Increased by +87.90%
Mar 31, 24
19 Bank of New York Mellon Corp 35.99K (0.62%) -3.77K
Decreased by -10.47%
Mar 31, 24
20 Coldstream Capital Management Inc 35.53K (0.61%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FIAM Small Cap Core Composite 423.13K (7.30%) 100.00
Increased by +0.02%
Mar 31, 24
2 FIAM Small Cap Core CIT Cl B 415.73K (7.18%) -7.40K
Decreased by -1.78%
Apr 30, 24
3 Vanguard Total Stock Mkt Idx Inv 247.24K (4.27%) 0.00
Increased by 0.00%
Jun 30, 24
4 Pacific Ridge Capital Ptnrs Micro Cp Val 219.51K (3.79%) 45.23K
Increased by +20.60%
Mar 31, 24
5 Strategic Advisers Fidelity US TtlStk 160.53K (2.77%) 1.15K
Increased by +0.71%
May 31, 24
6 Strategic Advisers® Fidelity US TtlStk 160.10K (2.76%) 680.00
Increased by +0.42%
Nov 30, 23
7 Vanguard Institutional Extnd Mkt Idx Tr 144.88K (2.50%) 0.00
Increased by 0.00%
Jun 30, 24
8 Private Capital Management Value Focus 142.97K (2.47%) 0.00
Increased by 0.00%
Mar 31, 24
9 DFA US Small Cap Value I 124.87K (2.16%) -10.14K
Decreased by -8.12%
May 31, 24
10 Adara Smaller Companies 83.95K (1.45%) 0.00
Increased by 0.00%
Jun 30, 24
11 FIAM Small Company CIT Cl B 79.60K (1.37%) 0.00
Increased by 0.00%
Mar 31, 24
12 JHancock Regional Bank A 65.78K (1.14%) 0.00
Increased by 0.00%
May 31, 24
13 Private Capital Management Value I 60.80K (1.05%) 0.00
Increased by 0.00%
Mar 31, 24
14 Private Capital Value Equity 60.80K (1.05%) 0.00
Increased by 0.00%
Mar 31, 24
15 Acuitas US Microcap Strategy 57.71K (1.00%) -420.00
Decreased by -0.73%
Mar 31, 24
16 Fidelity Extended Market Index 47.37K (0.82%) -133.00
Decreased by -0.28%
May 31, 24
17 Fidelity® Extended Market Index 46.07K (0.80%) 0.00
Increased by 0.00%
Nov 30, 23
18 JH Financial Opportunities 40.72K (0.70%) 0.00
Increased by 0.00%
May 31, 24
19 DFA US Small Cap I 36.61K (0.63%) -3.51K
Decreased by -9.59%
May 31, 24
20 DFA US Micro Cap I 35.20K (0.61%) -7.19K
Decreased by -20.44%
May 31, 24