Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 0.92%
2 WMCR 0.28%
3 SMLV 0.17%
4 QABA 0.15%
5 IWC 0.07%
6 DES 0.04%
7 AVSC 0.03%
8 DFSV 0.02%
9 PRFZ 0.02%
10 VTWV 0.02%
11 RTLA 0.02%
12 IWN 0.02%
13 DHS 0.02%
14 EES 0.01%
15 DFAT 0.01%
16 BSVO 0.01%
17 VTWO 0.01%
18 IWM 0.01%
19 RSSL 0.01%
20 DFAS 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.04M (10.02%) 28.06K
Increased by +1.38%
Mar 31, 25
2 Banc Funds Co LLC 1.60M (7.88%) -112.60K
Decreased by -7.03%
Mar 31, 25
3 Patriot Financial Partners GP, LLC 1.22M (5.99%) 0.00
Increased by 0.00%
Mar 31, 25
4 Vanguard Group Inc 1.21M (5.95%) 52.27K
Increased by +4.33%
Mar 31, 25
5 Dimensional Fund Advisors, Inc. 1.18M (5.81%) 19.51K
Increased by +1.65%
Mar 31, 25
6 Mendon Capital Advisors Corp 1.12M (5.50%) 65.12K
Increased by +5.83%
Mar 31, 25
7 Wellington Management Company LLP 1.07M (5.26%) -31.88K
Decreased by -2.98%
Sep 30, 23
8 Maltese Capital Management LLC 929.23K (4.58%) 28.09K
Increased by +3.02%
Mar 31, 25
9 Fourthstone LLC 898.01K (4.42%) 650.82K
Increased by +72.47%
Dec 31, 24
10 Curi Capital, LLC 893.54K (4.40%) 25.00K
Increased by +2.80%
Mar 31, 25
11 Curi RMB Capital 893.54K (4.40%) 25.00K
Increased by +2.80%
Mar 31, 25
12 SALZHAUER MICHAEL 757.83K (3.73%) 1.57K
Increased by +0.21%
Mar 31, 25
13 Rhino Investment Partners, Inc. 697.90K (3.44%) 697.90K
Increased by +100.00%
Mar 31, 25
14 RMB Capital Management, LLC 600.00K (2.95%) 0.00
Increased by 0.00%
Sep 30, 23
15 Kennedy Capital Management Inc 492.47K (2.42%) 33.42K
Increased by +6.79%
Mar 31, 25
16 Geode Capital Management, LLC 491.45K (2.42%) 55.40K
Increased by +11.27%
Mar 31, 25
17 PL Capital Advisors, LLC 475.24K (2.34%) 0.00
Increased by 0.00%
Mar 31, 25
18 State Street Corp 427.90K (2.11%) -4.95K
Decreased by -1.16%
Mar 31, 25
19 State Street Corporation 417.07K (2.05%) 49.20K
Increased by +11.80%
Mar 31, 24
20 Franklin Resources Inc 393.51K (1.94%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 RMB Mendon Financial Services A 1.00M (4.94%) 108.95K
Increased by +10.87%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 744.36K (3.67%) 3.61K
Increased by +0.48%
May 31, 25
3 Vanguard US Total Market Shares ETF 710.70K (3.50%) 0.00
Increased by 0.00%
Sep 30, 24
4 Foundry Partners Micro Cap Value 581.83K (2.86%) 0.00
Increased by 0.00%
Jun 30, 25
5 iShares Russell 2000 ETF 558.72K (2.75%) 3.90K
Increased by +0.70%
Jun 30, 25
6 Kennedy Micro Cap 347.62K (1.71%) 25.05K
Increased by +7.21%
Jun 30, 25
7 DFA US Small Cap Value I 320.64K (1.58%) 0.00
Increased by 0.00%
May 31, 25
8 Vanguard Institutional Extnd Mkt Idx Tr 288.02K (1.42%) 0.00
Increased by 0.00%
May 31, 25
9 Cromwell Greenspring Mid Cap Instl 236.60K (1.16%) -12.06K
Decreased by -5.10%
Dec 31, 24
10 Franklin Mutual Financial Services Z 232.93K (1.15%) -160.26K
Decreased by -68.80%
Nov 30, 23
11 Boston Partners Small Cap Value II Inv 232.68K (1.15%) 0.00
Increased by 0.00%
Apr 30, 25
12 Fidelity Small Cap Index 218.89K (1.08%) 3.38K
Increased by +1.55%
Apr 30, 25
13 iShares Russell 2000 Value ETF 194.99K (0.96%) 700.00
Increased by +0.36%
Jun 30, 25
14 Fidelity® Small Cap Index 187.38K (0.92%) 2.30K
Increased by +1.23%
Oct 31, 23
15 DFA US Targeted Value I 153.20K (0.75%) 7.40K
Increased by +4.83%
May 31, 25
16 Dimensional US Targeted Value ETF 143.79K (0.71%) 0.00
Increased by 0.00%
Jun 30, 25
17 Kennedy Micro Cap Opportunities 115.18K (0.57%) 44.21K
Increased by +38.38%
Jun 30, 25
18 Wellington CIF Small Cap 2000 114.70K (0.56%) 0.00
Increased by 0.00%
Sep 30, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 114.61K (0.56%) 0.00
Increased by 0.00%
Apr 30, 25
20 State St Russell Sm/Mid Cp® Indx SL Cl I 114.61K (0.56%) 0.00
Increased by 0.00%
Jun 30, 25