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 0.05%
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 DHS 0.02%
13 IWN 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 2.01M (9.95%) 7.69K
Increased by +0.38%
Dec 31, 24
2 Banc Funds Co LLC 1.71M (8.49%) 0.00
Increased by 0.00%
Dec 31, 24
3 Patriot Financial Partners GP, LLC 1.22M (6.03%) 0.00
Increased by 0.00%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 1.16M (5.75%) 28.93K
Increased by +2.49%
Dec 31, 24
5 Vanguard Group Inc 1.16M (5.73%) 3.51K
Increased by +0.30%
Dec 31, 24
6 Wellington Management Company LLP 1.07M (5.30%) -31.88K
Decreased by -2.98%
Sep 30, 23
7 Mendon Capital Advisors Corp 1.05M (5.21%) 106.72K
Increased by +10.15%
Dec 31, 24
8 Maltese Capital Management LLC 901.13K (4.46%) 116.44K
Increased by +12.92%
Dec 31, 24
9 Fourthstone LLC 898.01K (4.45%) 650.82K
Increased by +72.47%
Dec 31, 24
10 Curi RMB Capital 868.54K (4.30%) 0.00
Increased by 0.00%
Dec 31, 24
11 SALZHAUER MICHAEL 756.26K (3.75%) 926.00
Increased by +0.12%
Dec 31, 24
12 RMB Capital Management, LLC 600.00K (2.97%) 0.00
Increased by 0.00%
Sep 30, 23
13 PL Capital Advisors, LLC 475.24K (2.35%) 0.00
Increased by 0.00%
Dec 31, 24
14 Kennedy Capital Management Inc 459.05K (2.27%) -10.98K
Decreased by -2.39%
Dec 31, 24
15 Geode Capital Management, LLC 436.05K (2.16%) -30.16K
Decreased by -6.92%
Dec 31, 24
16 State Street Corp 432.84K (2.14%) 9.44K
Increased by +2.18%
Dec 31, 24
17 State Street Corporation 417.07K (2.07%) 49.20K
Increased by +11.80%
Mar 31, 24
18 Franklin Resources Inc 393.51K (1.95%) 0.00
Increased by 0.00%
Sep 30, 23
19 Foundry Partners, LLC 392.90K (1.95%) -670.00
Decreased by -0.17%
Dec 31, 24
20 Renaissance Technologies Corp 389.51K (1.93%) 47.90K
Increased by +12.30%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 RMB Mendon Financial Services A 893.54K (4.43%) 10.10K
Increased by +1.13%
Feb 28, 25
2 Vanguard Total Stock Mkt Idx Inv 740.75K (3.67%) 30.05K
Increased by +4.06%
Feb 28, 25
3 iShares Russell 2000 ETF 628.29K (3.11%) -5.45K
Decreased by -0.87%
Mar 31, 25
4 Foundry Partners Micro Cap Value 581.83K (2.88%) 0.00
Increased by 0.00%
Dec 31, 24
5 Kennedy Micro Cap 324.32K (1.61%) -16.75K
Decreased by -5.16%
Dec 31, 24
6 DFA US Small Cap Value I 322.80K (1.60%) 0.00
Increased by 0.00%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 288.02K (1.43%) 0.00
Increased by 0.00%
Feb 28, 25
8 Boston Partners Small Cap Value II Inv 237.57K (1.18%) 1.47K
Increased by +0.62%
Jan 31, 25
9 Cromwell Greenspring Mid Cap Instl 236.60K (1.17%) -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 iShares Russell 2000 Value ETF 203.39K (1.01%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity® Small Cap Index 187.38K (0.93%) 2.30K
Increased by +1.23%
Oct 31, 23
13 Fidelity Small Cap Index 179.68K (0.89%) -3.37K
Decreased by -1.87%
Jan 31, 25
14 Dimensional US Targeted Value ETF 139.68K (0.69%) 0.00
Increased by 0.00%
Mar 31, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 117.41K (0.58%) 0.00
Increased by 0.00%
Feb 28, 25
16 DFA US Targeted Value I 116.18K (0.58%) 0.00
Increased by 0.00%
Feb 28, 25
17 Wellington CIF Small Cap 2000 114.70K (0.57%) 0.00
Increased by 0.00%
Sep 30, 23
18 Fidelity® Extended Market Index 108.80K (0.54%) 3.60K
Increased by +3.31%
Nov 30, 23
19 DFA US Micro Cap I 107.22K (0.53%) 0.00
Increased by 0.00%
Mar 31, 24
20 Fidelity Extended Market Index 106.10K (0.53%) -676.00
Decreased by -0.64%
Feb 28, 25