Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAK 4.87%
2 BKC 2.61%
3 FDM 1.08%
4 SQLV 0.60%
5 DWAS 0.43%
6 BFOR 0.28%
7 KRE 0.23%
8 TMSL 0.23%
9 VFVA 0.20%
10 CSML 0.20%
11 IWC 0.18%
12 BSVO 0.16%
13 DPST 0.15%
14 SEIS 0.12%
15 SMLF 0.12%
16 FSMD 0.12%
17 PSC 0.11%
18 AVSC 0.09%
19 EES 0.08%
20 AVUV 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.11M (11.90%) 74.20K
Increased by +6.66%
Mar 31, 25
2 Patriot Financial Partners GP, LLC 764.88K (8.17%) 0.00
Increased by 0.00%
Mar 31, 25
3 FMR Inc 700.22K (7.48%) -164.81K
Decreased by -23.54%
Mar 31, 25
4 Vanguard Group Inc 669.22K (7.15%) 23.86K
Increased by +3.57%
Mar 31, 25
5 State Street Corporation 397.28K (4.25%) 44.66K
Increased by +11.24%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 337.94K (3.61%) 46.70K
Increased by +13.82%
Mar 31, 25
7 State Street Corp 333.63K (3.57%) -25.41K
Decreased by -7.61%
Mar 31, 25
8 Adage Capital Partners Gp LLC 328.77K (3.51%) 24.98K
Increased by +7.60%
Mar 31, 25
9 Royce & Associates, LP 316.19K (3.38%) 278.97K
Increased by +88.23%
Mar 31, 25
10 T. Rowe Price Investment Management,Inc. 311.89K (3.33%) -329.76K
Decreased by -105.73%
Jun 30, 24
11 American Century Companies Inc 272.61K (2.91%) 27.01K
Increased by +9.91%
Mar 31, 25
12 Geode Capital Management, LLC 256.57K (2.74%) 12.24K
Increased by +4.77%
Mar 31, 25
13 Wellington Management Company LLP 234.44K (2.51%) 27.09K
Increased by +11.55%
Mar 31, 25
14 Banc Funds Co LLC 232.25K (2.48%) -11.00K
Decreased by -4.74%
Mar 31, 25
15 Philadelphia Financial Mgmt Of San Franc 225.07K (2.41%) 225.07K
Increased by +100.00%
Mar 31, 25
16 Basswood Capital Management LLC 221.46K (2.37%) -247.43K
Decreased by -111.72%
Mar 31, 25
17 Nuveen Asset Management, LLC 184.87K (1.98%) 232.00
Increased by +0.13%
Dec 31, 24
18 Nuveen, LLC 182.28K (1.95%) 182.28K
Increased by +100.00%
Mar 31, 25
19 Verition Fund Managegment, LLC 178.71K (1.91%) -8.79K
Decreased by -4.92%
Mar 31, 25
20 Pacific Ridge Capital Partners, LLC 174.91K (1.87%) -7.82K
Decreased by -4.47%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 331.98K (3.55%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 331.48K (3.54%) 0.00
Increased by 0.00%
Sep 30, 24
3 Fidelity® Small Cap Stock 272.91K (2.92%) 0.00
Increased by 0.00%
Oct 31, 23
4 Fidelity® Series Small Cap Opps 268.89K (2.87%) 0.00
Increased by 0.00%
Oct 31, 23
5 Fidelity Advisor® Small Cap I 265.78K (2.84%) 0.00
Increased by 0.00%
Oct 31, 23
6 iShares Russell 2000 ETF 265.64K (2.84%) 0.00
Increased by 0.00%
May 31, 25
7 Fidelity Advisor Small Cap I 254.08K (2.72%) 0.00
Increased by 0.00%
Mar 31, 25
8 Avantis US Small Cap Value ETF 230.36K (2.46%) 272.00
Increased by +0.12%
May 31, 25
9 Fidelity Series Small Cap Opps 219.87K (2.35%) 0.00
Increased by 0.00%
Mar 31, 25
10 Pacific Ridge Capital Ptnrs Micro Cp Val 197.89K (2.11%) 6.80K
Increased by +3.44%
Mar 31, 24
11 T. Rowe Price Small-Cap Value 183.45K (1.96%) -170.37K
Decreased by -92.87%
Jun 30, 24
12 Royce Small-Cap Quality Value Composite 179.59K (1.92%) 145.40K
Increased by +80.96%
Mar 31, 25
13 Royce Small-Cap Total Return Invmt 179.59K (1.92%) 145.40K
Increased by +80.96%
Mar 31, 25
14 Fidelity Stock Selector Small Cap 158.23K (1.69%) 0.00
Increased by 0.00%
Mar 31, 25
15 Fidelity Small Cap Stock 155.50K (1.66%) -7.70K
Decreased by -4.95%
Feb 28, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 155.46K (1.66%) 264.00
Increased by +0.17%
Apr 30, 25
17 Nuveen Quant Small Cap Equity R6 137.09K (1.47%) -3.41K
Decreased by -2.49%
Apr 30, 25
18 TIAA-CREF Quant Small-Cap Equity Instl 134.97K (1.44%) 0.00
Increased by 0.00%
Jan 31, 24
19 Ranger Micro Cap 129.20K (1.38%) -21.02K
Decreased by -16.27%
Sep 30, 24
20 T. Rowe Price U.S. SC Value Eq Tr-Z 120.51K (1.29%) -93.33K
Decreased by -77.44%
Jun 30, 24