Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAK 4.87%
2 BKC 2.61%
3 FDM 1.13%
4 SQLV 0.60%
5 DWAS 0.41%
6 BFOR 0.28%
7 TMSL 0.23%
8 KRE 0.20%
9 CSML 0.20%
10 IWC 0.18%
11 BSVO 0.16%
12 DPST 0.13%
13 SEIS 0.12%
14 FSMD 0.12%
15 SMLF 0.11%
16 PSC 0.11%
17 AVSC 0.09%
18 EES 0.08%
19 AVUV 0.08%
20 EBIT 0.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.11M (11.99%) 74.20K
Increased by +6.66%
Mar 31, 25
2 Patriot Financial Partners GP, LLC 764.88K (8.23%) 0.00
Increased by 0.00%
Mar 31, 25
3 FMR Inc 700.22K (7.53%) -164.81K
Decreased by -23.54%
Mar 31, 25
4 Vanguard Group Inc 669.22K (7.20%) 23.86K
Increased by +3.57%
Mar 31, 25
5 State Street Corporation 397.28K (4.27%) 44.66K
Increased by +11.24%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 337.94K (3.64%) 46.70K
Increased by +13.82%
Mar 31, 25
7 State Street Corp 333.63K (3.59%) -25.41K
Decreased by -7.61%
Mar 31, 25
8 Adage Capital Partners Gp LLC 328.77K (3.54%) 24.98K
Increased by +7.60%
Mar 31, 25
9 Royce & Associates, LP 316.19K (3.40%) 278.97K
Increased by +88.23%
Mar 31, 25
10 T. Rowe Price Investment Management,Inc. 311.89K (3.36%) -329.76K
Decreased by -105.73%
Jun 30, 24
11 American Century Companies Inc 272.61K (2.93%) 27.01K
Increased by +9.91%
Mar 31, 25
12 Geode Capital Management, LLC 256.57K (2.76%) 12.24K
Increased by +4.77%
Mar 31, 25
13 Wellington Management Company LLP 234.44K (2.52%) 27.09K
Increased by +11.55%
Mar 31, 25
14 Banc Funds Co LLC 232.25K (2.50%) -11.00K
Decreased by -4.74%
Mar 31, 25
15 Philadelphia Financial Mgmt Of San Franc 225.07K (2.42%) 225.07K
Increased by +100.00%
Mar 31, 25
16 Basswood Capital Management LLC 221.46K (2.38%) -247.43K
Decreased by -111.72%
Mar 31, 25
17 Nuveen Asset Management, LLC 184.87K (1.99%) 232.00
Increased by +0.13%
Dec 31, 24
18 Verition Fund Managegment, LLC 178.71K (1.92%) -8.79K
Decreased by -4.92%
Mar 31, 25
19 Pacific Ridge Capital Partners, LLC 174.91K (1.88%) -7.82K
Decreased by -4.47%
Mar 31, 25
20 AllianceBernstein L.P. 142.80K (1.54%) 23.20K
Increased by +16.25%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 331.98K (3.57%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 331.48K (3.57%) 0.00
Increased by 0.00%
Sep 30, 24
3 Fidelity® Small Cap Stock 272.91K (2.94%) 0.00
Increased by 0.00%
Oct 31, 23
4 Fidelity® Series Small Cap Opps 268.89K (2.89%) 0.00
Increased by 0.00%
Oct 31, 23
5 Fidelity Advisor® Small Cap I 265.78K (2.86%) 0.00
Increased by 0.00%
Oct 31, 23
6 Fidelity Advisor Small Cap I 254.08K (2.73%) 13.00K
Increased by +5.12%
Feb 28, 25
7 iShares Russell 2000 ETF 251.34K (2.70%) 42.00
Increased by +0.02%
Apr 30, 25
8 Avantis US Small Cap Value ETF 226.44K (2.44%) 0.00
Increased by 0.00%
Apr 30, 25
9 Fidelity Series Small Cap Opps 219.87K (2.37%) 0.00
Increased by 0.00%
Feb 28, 25
10 Pacific Ridge Capital Ptnrs Micro Cp Val 197.89K (2.13%) 6.80K
Increased by +3.44%
Mar 31, 24
11 T. Rowe Price Small-Cap Value 183.45K (1.97%) -170.37K
Decreased by -92.87%
Jun 30, 24
12 Royce Small-Cap Quality Value Composite 179.59K (1.93%) 145.40K
Increased by +80.96%
Mar 31, 25
13 Royce Small-Cap Total Return Invmt 179.59K (1.93%) 145.40K
Increased by +80.96%
Mar 31, 25
14 Fidelity Stock Selector Small Cap 158.23K (1.70%) 0.00
Increased by 0.00%
Feb 28, 25
15 Fidelity Small Cap Stock 155.50K (1.67%) -7.70K
Decreased by -4.95%
Feb 28, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 155.46K (1.67%) 264.00
Increased by +0.17%
Apr 30, 25
17 Nuveen Quant Small Cap Equity R6 140.50K (1.51%) 0.00
Increased by 0.00%
Mar 31, 25
18 TIAA-CREF Quant Small-Cap Equity Instl 134.97K (1.45%) 0.00
Increased by 0.00%
Jan 31, 24
19 Ranger Micro Cap 129.20K (1.39%) -21.02K
Decreased by -16.27%
Sep 30, 24
20 T. Rowe Price U.S. SC Value Eq Tr-Z 120.51K (1.30%) -93.33K
Decreased by -77.44%
Jun 30, 24