Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.02%
2 DFAT 0.00%
3 DFAC 0.00%
4 DFUS 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fourthstone LLC 462.05K (10.65%) -162.38K
Decreased by -35.14%
Sep 30, 23
2 Siena Capital Management, LLC 316.34K (7.29%) 0.00
Increased by 0.00%
Dec 31, 23
3 Petiole USA ltd 311.44K (7.18%) 0.00
Increased by 0.00%
Dec 31, 23
4 Vanguard Group Inc 246.20K (5.68%) 12.79K
Increased by +5.20%
Dec 31, 23
5 Cutler Capital Management 202.75K (4.67%) 1.03K
Increased by +0.51%
Dec 31, 23
6 Banc Funds Co LLC 193.42K (4.46%) -29.70K
Decreased by -15.35%
Dec 31, 23
7 Graves-Light Private Wealth Management, Inc. 65.64K (1.51%) 0.00
Increased by 0.00%
Dec 31, 23
8 Coppell Advisory Solutions LLC 49.66K (1.14%) -100.86K
Decreased by -203.11%
Sep 30, 23
9 RIVER OAKS CAPITAL LLC 48.06K (1.11%) -1.00
Decreased by -0.00%
Sep 30, 23
10 Bridgeway Capital Management, LLC 44.88K (1.03%) 960.00
Increased by +2.14%
Dec 31, 23
11 Geode Capital Management, LLC 44.12K (1.02%) 2.82K
Increased by +6.39%
Dec 31, 23
12 Commonwealth Equity Services Inc 36.28K (0.84%) 0.00
Increased by 0.00%
Dec 31, 23
13 Stifel Financial Corp 19.65K (0.45%) 173.00
Increased by +0.88%
Dec 31, 23
14 RFG Advisory Group, LLC 19.02K (0.44%) 0.00
Increased by 0.00%
Dec 31, 23
15 Bank of New York Mellon Corp 16.35K (0.38%) -441.00
Decreased by -2.70%
Sep 30, 23
16 BlackRock Inc 13.05K (0.30%) -257.00
Decreased by -1.97%
Dec 31, 23
17 State Street Corporation 11.40K (0.26%) 0.00
Increased by 0.00%
Dec 31, 23
18 Empowered Funds, LLC 11.09K (0.26%) 960.00
Increased by +8.66%
Dec 31, 23
19 Northern Trust Corp 10.82K (0.25%) 10.82K
Increased by +100.00%
Dec 31, 23
20 Grace & White Inc 10.48K (0.24%) 0.00
Increased by 0.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 165.14K (3.81%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 76.80K (1.77%) 0.00
Increased by 0.00%
Mar 31, 24
3 Bridgeway Omni Small-Cap Value 33.80K (0.78%) 0.00
Increased by 0.00%
Dec 31, 23
4 Bridgeway Omni Small-Cap Value N 33.80K (0.78%) 0.00
Increased by 0.00%
Dec 31, 23
5 Fidelity Extended Market Index 28.49K (0.66%) 0.00
Increased by 0.00%
Mar 31, 24
6 Fidelity® Extended Market Index 26.72K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
7 VT De Lisle America B USD 25.39K (0.59%) 0.00
Increased by 0.00%
Apr 30, 24
8 EA Bridgeway Omni Small-Cap Value ETF 12.24K (0.28%) 0.00
Increased by 0.00%
Apr 30, 24
9 iShares Micro-Cap ETF 11.03K (0.25%) -75.00
Decreased by -0.68%
Apr 30, 24
10 Fidelity® Total Market Index 8.42K (0.19%) 0.00
Increased by 0.00%
Nov 30, 23
11 Fidelity Total Market Index 8.39K (0.19%) -33.00
Decreased by -0.39%
Mar 31, 24
12 JHancock International Small Company NAV 4.70K (0.11%) 0.00
Increased by 0.00%
Mar 31, 24
13 DFA US Core Equity 2 I 4.67K (0.11%) 0.00
Increased by 0.00%
Mar 31, 24
14 NT Ext Equity Mkt Idx Fd - L 4.66K (0.11%) 0.00
Increased by 0.00%
Mar 31, 24
15 Northern Trust Extended Eq Market Idx 4.66K (0.11%) 0.00
Increased by 0.00%
Mar 31, 24
16 Fidelity Series Total Market Index 4.14K (0.10%) 0.00
Increased by 0.00%
Mar 31, 24
17 Fidelity® Series Total Market Index 3.49K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
18 Schwab Total Stock Market Index 2.65K (0.06%) 0.00
Increased by 0.00%
Mar 31, 24
19 Vanguard Instl Ttl Stck Mkt Idx Tr 2.39K (0.06%) 2.39K
Increased by +100.00%
Mar 31, 24
20 Vanguard Instl Ttl Stk Mkt Idx InstlPls 2.39K (0.06%) 0.00
Increased by 0.00%
Mar 31, 24