Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 1.32%
2 QABA 0.29%
3 BFOR 0.25%
4 SMLV 0.23%
5 BSVO 0.19%
6 IWC 0.15%
7 AVSC 0.07%
8 JSML 0.07%
9 PSC 0.07%
10 EES 0.05%
11 VTWV 0.05%
12 IWN 0.05%
13 PRFZ 0.05%
14 AVUV 0.05%
15 DES 0.04%
16 JSMD 0.04%
17 JKL 0.03%
18 ISCV 0.03%
19 RSSL 0.02%
20 DFAT 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fourthstone LLC 1.53M (9.02%) -279.85K
Decreased by -18.27%
Dec 31, 24
2 BlackRock Inc 1.53M (8.98%) 40.32K
Increased by +2.64%
Dec 31, 24
3 Vanguard Group Inc 1.04M (6.14%) 61.08K
Increased by +5.86%
Dec 31, 24
4 Dimensional Fund Advisors, Inc. 833.95K (4.91%) 2.87K
Increased by +0.34%
Dec 31, 24
5 Geode Capital Management, LLC 432.23K (2.54%) -2.00K
Decreased by -0.46%
Dec 31, 24
6 State Street Corp 409.42K (2.41%) 67.30K
Increased by +16.44%
Dec 31, 24
7 Manufacturers Life Insurance Co 238.91K (1.41%) -3.97K
Decreased by -1.66%
Dec 31, 24
8 American Century Companies Inc 228.07K (1.34%) 755.00
Increased by +0.33%
Dec 31, 24
9 State Street Corporation 223.55K (1.32%) 23.30K
Increased by +10.42%
Mar 31, 24
10 Renaissance Technologies Corp 216.84K (1.28%) -64.60K
Decreased by -29.79%
Dec 31, 24
11 FMR Inc 205.17K (1.21%) 26.69K
Increased by +13.01%
Dec 31, 24
12 ProShare Advisors LLC 200.54K (1.18%) -5.52K
Decreased by -2.75%
Dec 31, 24
13 Petiole USA ltd 176.97K (1.04%) -5.00K
Decreased by -2.83%
Dec 31, 24
14 Pacific Ridge Capital Partners, LLC 167.67K (0.99%) -51.74K
Decreased by -30.86%
Sep 30, 24
15 Northern Trust Corp 159.87K (0.94%) 10.10K
Increased by +6.32%
Dec 31, 24
16 Arrowstreet Capital Limited Partnership 158.03K (0.93%) 1.26K
Increased by +0.80%
Sep 30, 24
17 Charles Schwab Investment Management Inc 157.60K (0.93%) -433.00
Decreased by -0.27%
Dec 31, 24
18 Bridgeway Capital Management, LLC 157.38K (0.93%) 1.08K
Increased by +0.69%
Dec 31, 24
19 RIVER OAKS CAPITAL LLC 154.50K (0.91%) -13.13K
Decreased by -8.50%
Sep 30, 23
20 Maltese Capital Management LLC 150.00K (0.88%) 100.00K
Increased by +66.67%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 576.34K (3.39%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 575.33K (3.39%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 513.09K (3.02%) -4.46K
Decreased by -0.87%
Mar 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 311.02K (1.83%) 4.30K
Increased by +1.38%
Mar 31, 25
5 FIAM Small Cap Core CIT Cl B 222.67K (1.31%) -82.27K
Decreased by -36.95%
Jan 31, 24
6 ProShares Russell 2000 Dividend Growers 222.14K (1.31%) 0.00
Increased by 0.00%
Mar 31, 25
7 Pacific Ridge Capital Ptnrs Micro Cp Val 203.32K (1.20%) 6.58K
Increased by +3.24%
Mar 31, 24
8 Fidelity Small Cap Index 182.02K (1.07%) -3.41K
Decreased by -1.87%
Jan 31, 25
9 Avantis US Small Cap Value ETF 172.62K (1.02%) -572.00
Decreased by -0.33%
Mar 29, 25
10 iShares Russell 2000 Value ETF 168.72K (0.99%) 0.00
Increased by 0.00%
Mar 31, 25
11 FIAM Small Cap Core Composite 166.66K (0.98%) -138.28K
Decreased by -82.97%
Mar 31, 24
12 Strategic Advisers® Fidelity US TtlStk 154.04K (0.91%) 10.63K
Increased by +6.90%
Nov 30, 23
13 DFA US Small Cap Value I 151.66K (0.89%) -17.29K
Decreased by -11.40%
Feb 28, 25
14 SPDR® S&P Regional Banking ETF 146.73K (0.86%) 732.00
Increased by +0.50%
Mar 31, 25
15 Strategic Advisers Fidelity US TtlStk 137.16K (0.81%) 5.92K
Increased by +4.32%
Feb 28, 25
16 JHancock Regional Bank A 123.56K (0.73%) 0.00
Increased by 0.00%
Feb 28, 25
17 Franklin MicroCap Value A 122.38K (0.72%) 0.00
Increased by 0.00%
Mar 31, 24
18 State St Russell Sm/Mid Cp® Indx NL Cl C 115.68K (0.68%) 5.90K
Increased by +5.10%
Mar 31, 25
19 State St Russell Sm/Mid Cp® Indx SL Cl I 115.68K (0.68%) 5.90K
Increased by +5.10%
Mar 31, 25
20 DFA US Targeted Value I 108.13K (0.64%) 0.00
Increased by 0.00%
Feb 28, 25