Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDM 0.55%
2 DWAS 0.37%
3 QABA 0.17%
4 IWC 0.07%
5 GSSC 0.05%
6 DGRS 0.04%
7 AVSC 0.04%
8 PRFZ 0.02%
9 DFSV 0.02%
10 AVUV 0.02%
11 BSVO 0.02%
12 IWN 0.01%
13 DFAT 0.01%
14 DES 0.01%
15 EES 0.01%
16 IWM 0.01%
17 RSSL 0.01%
18 VTWO 0.01%
19 RTLA 0.01%
20 VTWV 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 447.44K (5.57%) 18.05K
Increased by +4.03%
Mar 31, 24
2 Vanguard Group Inc 378.27K (4.71%) -3.12K
Decreased by -0.83%
Mar 31, 24
3 Banc Funds Co LLC 364.30K (4.53%) -28.02K
Decreased by -7.69%
Mar 31, 24
4 BlackRock Inc 309.65K (3.85%) -37.43K
Decreased by -12.09%
Mar 31, 24
5 Patriot Financial Partners GP, LLC 240.09K (2.99%) 84.61K
Increased by +35.24%
Mar 31, 24
6 Fiduciary Trust Co 234.69K (2.92%) -67.00
Decreased by -0.03%
Mar 31, 24
7 Hotchkis & Wiley Capital Management LLC 222.22K (2.76%) -89.87K
Decreased by -40.44%
Mar 31, 24
8 Stieven Capital Advisors, L.p. 214.22K (2.67%) -69.26K
Decreased by -32.33%
Mar 31, 24
9 Ancora Advisors LLC 202.52K (2.52%) 50.01K
Increased by +24.70%
Dec 31, 23
10 Heartland Advisors Inc 200.00K (2.49%) 0.00
Increased by 0.00%
Mar 31, 24
11 Millennium Management LLC 164.28K (2.04%) 100.70K
Increased by +61.30%
Mar 31, 24
12 Franklin Resources Inc 129.18K (1.61%) -4.94K
Decreased by -3.83%
Mar 31, 24
13 Brandywine Global Investment Mgmt LLC 128.82K (1.60%) 0.00
Increased by 0.00%
Mar 31, 24
14 Amvescap Plc. 125.35K (1.56%) 103.93K
Increased by +82.91%
Mar 31, 24
15 Fourthstone LLC 119.02K (1.48%) 119.02K
Increased by +100.00%
Sep 30, 23
16 Acuitas Investments, LLC 118.42K (1.47%) 38.23K
Increased by +32.28%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 111.50K (1.39%) 33.06K
Increased by +29.66%
Mar 31, 24
18 Geode Capital Management, LLC 107.69K (1.34%) 1.47K
Increased by +1.36%
Mar 31, 24
19 Jacobs Levy Equity Management, Inc. 106.50K (1.33%) -50.62K
Decreased by -47.53%
Mar 31, 24
20 State Of Wisconsin Investment Board 99.29K (1.24%) -13.29K
Decreased by -13.38%
Mar 31, 24

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%
Jun 30, 24
2 Heartland Value Investor 200.00K (2.49%) 0.00
Increased by 0.00%
Jun 30, 24
3 iShares Russell 2000 ETF 183.56K (2.28%) 183.56K
Increased by +100.00%
Jun 28, 24
4 Foundry Partners Micro Cap Value 169.10K (2.10%) 22.02K
Increased by +13.02%
Jun 30, 24
5 Franklin MicroCap Value A 129.18K (1.61%) 0.00
Increased by 0.00%
Mar 31, 24
6 Vanguard Institutional Extnd Mkt Idx Tr 117.89K (1.47%) 0.00
Increased by 0.00%
Jun 30, 24
7 Invesco Dorsey Wright SmallCap Momt ETF 115.46K (1.44%) 0.00
Increased by 0.00%
Jun 30, 24
8 Franklin Mutual Small-Mid Cap Val A 96.64K (1.20%) -7.20K
Decreased by -7.45%
Jun 30, 24
9 DFA US Small Cap Value I 87.36K (1.09%) 15.52K
Increased by +17.76%
May 31, 24
10 Ancora/Thelen Small Mid Cap Core 84.18K (1.05%) -51.30K
Decreased by -60.94%
Jun 30, 24
11 Avantis US Small Cap Value ETF 67.06K (0.83%) 0.00
Increased by 0.00%
Jun 29, 24
12 BlackRock Advantage Small Cap Core Instl 62.15K (0.77%) -126.00
Decreased by -0.20%
Jun 30, 24
13 DFA US Small Cap I 59.63K (0.74%) 0.00
Increased by 0.00%
May 31, 24
14 DFA US Targeted Value I 58.58K (0.73%) 3.50K
Increased by +5.98%
May 31, 24
15 Russell Inv Tax-Managed US Mid&Sm Cap S 56.35K (0.70%) 0.00
Increased by 0.00%
May 31, 24
16 Ancora/Thelen Small-Mid Cap I 55.84K (0.69%) 10.33K
Increased by +18.50%
Mar 31, 24
17 Multi-Manager Small Cap Eq Strat Inst 53.51K (0.67%) -149.00
Decreased by -0.28%
Dec 31, 23
18 Hotchkis & Wiley Sm Cp Divers Val I 51.19K (0.64%) 0.00
Increased by 0.00%
May 31, 24
19 iShares Russell 2000 Value ETF 49.30K (0.61%) 49.30K
Increased by +100.00%
Jun 28, 24
20 DFA US Micro Cap I 48.13K (0.60%) 0.00
Increased by 0.00%
May 31, 24