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 863.81K (11.15%) -64.69K
Decreased by -7.49%
Mar 31, 25
2 FMR Inc 841.45K (10.86%) 0.00
Increased by 0.00%
Mar 31, 25
3 Private Capital Management, LLC 540.22K (6.97%) -1.65K
Decreased by -0.31%
Mar 31, 25
4 Vanguard Group Inc 406.51K (5.25%) 0.00
Increased by 0.00%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 334.19K (4.31%) -5.21K
Decreased by -1.56%
Mar 31, 25
6 Kennedy Capital Management Inc 324.60K (4.19%) 249.14K
Increased by +76.75%
Mar 31, 25
7 Renaissance Technologies Corp 273.40K (3.53%) -15.30K
Decreased by -5.60%
Mar 31, 25
8 Petiole USA ltd 262.70K (3.39%) 0.00
Increased by 0.00%
Mar 31, 25
9 Pacific Ridge Capital Partners, LLC 220.56K (2.85%) -16.25K
Decreased by -7.37%
Sep 30, 24
10 BlackRock Inc 133.78K (1.73%) -25.63K
Decreased by -19.16%
Mar 31, 25
11 Manufacturers Life Insurance Co 120.17K (1.55%) -15.44K
Decreased by -12.85%
Jun 30, 24
12 Geode Capital Management, LLC 88.54K (1.14%) 3.32K
Increased by +3.75%
Mar 31, 25
13 Arrowstreet Capital Limited Partnership 72.88K (0.94%) 24.96K
Increased by +34.25%
Mar 31, 25
14 Brandywine Global Investment Mgmt LLC 61.78K (0.80%) -26.30K
Decreased by -42.57%
Sep 30, 24
15 HoldCo Asset Management, L.P. 59.77K (0.77%) 0.00
Increased by 0.00%
Sep 30, 24
16 Millennium Management LLC 51.15K (0.66%) 51.15K
Increased by +100.00%
Mar 31, 24
17 Bank of America Corp 50.78K (0.66%) -412.00
Decreased by -0.81%
Mar 31, 25
18 Bridgeway Capital Management, LLC 41.70K (0.54%) -3.24K
Decreased by -7.78%
Mar 31, 25
19 Susquehanna International Group, LLP 38.76K (0.50%) 166.00
Increased by +0.43%
Mar 31, 25
20 Bank of New York Mellon Corp 35.73K (0.46%) -266.00
Decreased by -0.74%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FIAM Small Cap Core CIT Cl B 413.93K (5.34%) 0.00
Increased by 0.00%
Mar 31, 25
2 FIAM Small Cap Core Composite 413.93K (5.34%) -2.90K
Decreased by -0.70%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 247.24K (3.19%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard US Total Market Shares ETF 247.24K (3.19%) 0.00
Increased by 0.00%
Sep 30, 24
5 Pacific Ridge Capital Ptnrs Micro Cp Val 219.51K (2.83%) -12.74K
Decreased by -5.80%
Mar 31, 24
6 Strategic Advisers Fidelity US TtlStk 164.79K (2.13%) 700.00
Increased by +0.42%
Apr 30, 25
7 Strategic Advisers® Fidelity US TtlStk 160.10K (2.07%) 680.00
Increased by +0.42%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 144.88K (1.87%) 0.00
Increased by 0.00%
May 31, 25
9 Private Capital Management Value Focus 142.97K (1.85%) 0.00
Increased by 0.00%
Dec 31, 24
10 Kennedy Bank Sector 118.09K (1.52%) 42.64K
Increased by +36.10%
Mar 31, 25
11 Adara Smaller Companies 83.95K (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
12 FIAM Small Company CIT Cl B 77.60K (1.00%) -600.00
Decreased by -0.77%
Dec 31, 24
13 Dimensional US Targeted Value ETF 72.00K (0.93%) 0.00
Increased by 0.00%
May 30, 25
14 DFA US Targeted Value I 67.74K (0.87%) 0.00
Increased by 0.00%
Apr 30, 25
15 JHancock Regional Bank A 65.78K (0.85%) 0.00
Increased by 0.00%
May 31, 24
16 Private Capital Management Value I 60.80K (0.78%) 0.00
Increased by 0.00%
Sep 30, 24
17 Private Capital Value Equity 60.80K (0.78%) 0.00
Increased by 0.00%
Dec 31, 24
18 Acuitas US Microcap Strategy 57.71K (0.74%) -420.00
Decreased by -0.73%
Mar 31, 24
19 Fidelity® Extended Market Index 46.07K (0.59%) 0.00
Increased by 0.00%
Nov 30, 23
20 Fidelity Extended Market Index 41.78K (0.54%) -400.00
Decreased by -0.96%
Apr 30, 25