Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DWAS 0.42%
2 FDM 0.40%
3 QABA 0.17%
4 GSSC 0.06%
5 IWC 0.06%
6 DGRS 0.04%
7 AVSC 0.04%
8 PRFZ 0.03%
9 DFSV 0.02%
10 EES 0.02%
11 AVUV 0.02%
12 BSVO 0.02%
13 DFAT 0.02%
14 DES 0.01%
15 RSSL 0.01%
16 VTWV 0.01%
17 VTWG 0.01%
18 VTWO 0.01%
19 RTLA 0.01%
20 DFAS 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 866.75K (10.77%) -11.16K
Decreased by -1.29%
Mar 31, 25
2 Dimensional Fund Advisors, Inc. 509.55K (6.33%) -110.00
Decreased by -0.02%
Mar 31, 25
3 Vanguard Group Inc 446.07K (5.54%) 5.71K
Increased by +1.28%
Mar 31, 25
4 Patriot Financial Partners GP, LLC 403.48K (5.01%) 30.00K
Increased by +7.44%
Mar 31, 25
5 Banc Funds Co LLC 350.30K (4.35%) -14.00K
Decreased by -4.00%
Mar 31, 25
6 Heartland Advisors Inc 240.40K (2.99%) 40.40K
Increased by +16.81%
Mar 31, 25
7 Geode Capital Management, LLC 205.17K (2.55%) 4.91K
Increased by +2.39%
Mar 31, 25
8 Acadian Asset Management LLC 186.53K (2.32%) 114.94K
Increased by +61.62%
Mar 31, 25
9 Fiduciary Trust Co 178.02K (2.21%) -3.98K
Decreased by -2.23%
Mar 31, 25
10 Millennium Management LLC 164.28K (2.04%) 100.70K
Increased by +61.30%
Mar 31, 24
11 Foundry Partners, LLC 149.36K (1.86%) 13.53K
Increased by +9.06%
Mar 31, 25
12 Hotchkis & Wiley Capital Management LLC 142.56K (1.77%) -54.96K
Decreased by -38.55%
Mar 31, 25
13 Ancora Advisors LLC 141.10K (1.75%) 10.34K
Increased by +7.33%
Mar 31, 25
14 American Century Companies Inc 134.34K (1.67%) 19.73K
Increased by +14.69%
Mar 31, 25
15 Brandywine Global Investment Mgmt LLC 128.82K (1.60%) 0.00
Increased by 0.00%
Mar 31, 24
16 D. E. Shaw & Co LP 127.17K (1.58%) 18.05K
Increased by +14.19%
Mar 31, 25
17 State Street Corp 121.83K (1.51%) -17.00
Decreased by -0.01%
Mar 31, 25
18 Amvescap Plc. 120.62K (1.50%) -5.51K
Decreased by -4.57%
Dec 31, 24
19 Fourthstone LLC 119.02K (1.48%) 119.02K
Increased by +100.00%
Sep 30, 23
20 State Of Wisconsin Investment Board 109.89K (1.37%) 5.07K
Increased by +4.62%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 248.31K (3.09%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 248.31K (3.09%) 0.00
Increased by 0.00%
Sep 30, 24
3 Foundry Partners Micro Cap Value 224.77K (2.79%) 27.15K
Increased by +12.08%
Mar 31, 25
4 iShares Russell 2000 ETF 222.79K (2.77%) 0.00
Increased by 0.00%
May 31, 25
5 Heartland Value Investor 200.00K (2.49%) 0.00
Increased by 0.00%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 138.61K (1.72%) 2.25K
Increased by +1.62%
May 31, 25
7 Franklin MicroCap Value A 129.18K (1.61%) 0.00
Increased by 0.00%
Mar 31, 24
8 Avantis US Small Cap Value ETF 114.70K (1.43%) 187.00
Increased by +0.16%
May 31, 25
9 DFA US Small Cap Value I 108.36K (1.35%) 426.00
Increased by +0.39%
Apr 30, 25
10 Ancora/Thelen Small Mid Cap Core 93.92K (1.17%) 9.74K
Increased by +10.37%
Mar 31, 25
11 Fidelity Small Cap Index 79.80K (0.99%) 64.00
Increased by +0.08%
Mar 31, 25
12 Invesco Dorsey Wright SmallCap Momt ETF 76.04K (0.95%) -546.00
Decreased by -0.72%
Mar 31, 25
13 Franklin Mutual Small-Mid Cap Val A 72.25K (0.90%) -12.32K
Decreased by -17.05%
Dec 31, 24
14 BlackRock Advantage Small Cap Core Instl 65.81K (0.82%) 0.00
Increased by 0.00%
May 31, 25
15 DFA US Targeted Value I 60.75K (0.76%) 0.00
Increased by 0.00%
Apr 30, 25
16 Dimensional US Targeted Value ETF 52.03K (0.65%) 0.00
Increased by 0.00%
May 30, 25
17 DFA US Small Cap I 51.44K (0.64%) 0.00
Increased by 0.00%
Apr 30, 25
18 Russell Inv Tax-Managed US Mid&Sm Cap S 50.02K (0.62%) -6.33K
Decreased by -12.65%
May 31, 25
19 iShares Russell 2000 Value ETF 48.14K (0.60%) 0.00
Increased by 0.00%
May 31, 25
20 Hotchkis & Wiley Sm Cp Divers Val I 46.76K (0.58%) 0.00
Increased by 0.00%
Jan 31, 25