Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 IWN 0.01%
3 IWM 0.00%
4 DCOR 0.00%
5 DFSU 0.00%
6 DFAT 0.00%
7 DFAC 0.00%
8 DFAS 0.00%
9 VTI 0.00%
10 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PL Capital Advisors, LLC 395.72K (11.68%) 40.00K
Increased by +10.11%
Mar 31, 25
2 AllianceBernstein L.P. 354.17K (10.46%) 9.25K
Increased by +2.61%
Mar 31, 25
3 Vanguard Group Inc 168.30K (4.97%) 166.00
Increased by +0.10%
Mar 31, 25
4 Endeavour Capital Advisors Inc 99.54K (2.94%) 0.00
Increased by 0.00%
Mar 31, 25
5 Fourthstone LLC 85.42K (2.52%) -40.15K
Decreased by -47.00%
Mar 31, 25
6 Geode Capital Management, LLC 40.89K (1.21%) 2.30K
Increased by +5.62%
Mar 31, 25
7 Black Maple Capital Management LP 30.00K (0.89%) -14.55K
Decreased by -48.51%
Mar 31, 25
8 Raffles Associates LP 27.32K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25
9 BlackRock Inc 25.35K (0.75%) -4.04K
Decreased by -15.93%
Mar 31, 25
10 Susquehanna International Group, LLP 23.63K (0.70%) 707.00
Increased by +2.99%
Mar 31, 25
11 PNC Financial Services Group Inc 20.25K (0.60%) 0.00
Increased by 0.00%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 18.65K (0.55%) 1.01K
Increased by +5.42%
Mar 31, 25
13 Renaissance Technologies Corp 17.00K (0.50%) -500.00
Decreased by -2.94%
Mar 31, 25
14 Northern Trust Corp 14.56K (0.43%) -464.00
Decreased by -3.19%
Mar 31, 25
15 State Street Corp 13.49K (0.40%) 0.00
Increased by 0.00%
Mar 31, 25
16 Millennium Management LLC 12.66K (0.37%) 12.66K
Increased by +100.00%
Mar 31, 25
17 State Street Corporation 12.59K (0.37%) -1.50K
Decreased by -11.91%
Mar 31, 24
18 Front Barnett Associates LLC 10.67K (0.31%) 0.00
Increased by 0.00%
Sep 30, 23
19 Mesirow Fin Investmt Mgmt Intl Equity 10.67K (0.31%) 0.00
Increased by 0.00%
Mar 31, 25
20 Private Advisor Group, LLC 8.38K (0.25%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 114.71K (3.39%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 114.71K (3.39%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 54.38K (1.61%) 0.00
Increased by 0.00%
May 31, 25
4 Fidelity Extended Market Index 20.30K (0.60%) -194.00
Decreased by -0.96%
Apr 30, 25
5 Fidelity® Extended Market Index 19.32K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
6 BlackRock Extended Mkt Composite 9.27K (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
7 iShares Micro-Cap ETF 8.45K (0.25%) 0.00
Increased by 0.00%
May 31, 25
8 BlackRock Extended Equity Market K 8.07K (0.24%) -3.00
Decreased by -0.04%
Sep 30, 24
9 Extended Equity Market Fund K 7.99K (0.24%) 24.00
Increased by +0.30%
Mar 31, 25
10 Fidelity Total Market Index 6.54K (0.19%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity Series Total Market Index 5.26K (0.16%) 207.00
Increased by +3.94%
Apr 30, 25
12 Dimensional US Core Equity 2 ETF 5.10K (0.15%) 0.00
Increased by 0.00%
May 30, 25
13 Spartan Extended Market Index Pool F 4.91K (0.14%) 194.00
Increased by +3.95%
Apr 30, 25
14 Spartan Extended Market Index Pool E 4.72K (0.14%) -507.00
Decreased by -10.75%
Mar 31, 25
15 Fidelity® Total Market Index 4.27K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Series Total Market Index 4.22K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
17 NT Ext Equity Mkt Idx Fd - L 3.84K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
18 Northern Trust Extended Eq Market Idx 3.84K (0.11%) 0.00
Increased by 0.00%
Mar 31, 25
19 NT Ext Equity Mkt Idx Fd - NL 3.09K (0.09%) 0.00
Increased by 0.00%
Mar 31, 25
20 DFA US Targeted Value I 2.97K (0.09%) 0.00
Increased by 0.00%
Apr 30, 25