Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 1.32%
2 SMDV 0.98%
3 QABA 0.33%
4 BFOR 0.25%
5 SMLV 0.23%
6 BSVO 0.19%
7 IWC 0.16%
8 VFMV 0.09%
9 AVSC 0.07%
10 JSML 0.07%
11 PSC 0.07%
12 EES 0.05%
13 VTWV 0.05%
14 IWN 0.05%
15 PRFZ 0.05%
16 AVUV 0.05%
17 DES 0.04%
18 JSMD 0.04%
19 RSSL 0.02%
20 DFAT 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fourthstone LLC 1.76M (10.45%) 225.87K
Increased by +12.85%
Mar 31, 25
2 BlackRock Inc 1.47M (8.72%) -59.14K
Decreased by -4.03%
Mar 31, 25
3 Vanguard Group Inc 1.05M (6.24%) 6.74K
Increased by +0.64%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 727.07K (4.32%) -106.88K
Decreased by -14.70%
Mar 31, 25
5 State Street Corp 567.89K (3.38%) 158.47K
Increased by +27.90%
Mar 31, 25
6 Geode Capital Management, LLC 444.15K (2.64%) 11.92K
Increased by +2.68%
Mar 31, 25
7 Millennium Management LLC 330.32K (1.96%) 182.71K
Increased by +55.31%
Mar 31, 25
8 Renaissance Technologies Corp 263.95K (1.57%) 47.10K
Increased by +17.84%
Mar 31, 25
9 Manufacturers Life Insurance Co 238.67K (1.42%) -238.00
Decreased by -0.10%
Mar 31, 25
10 ProShare Advisors LLC 226.16K (1.34%) 25.61K
Increased by +11.33%
Mar 31, 25
11 American Century Companies Inc 226.00K (1.34%) -2.06K
Decreased by -0.91%
Mar 31, 25
12 State Street Corporation 223.55K (1.33%) 23.30K
Increased by +10.42%
Mar 31, 24
13 FMR Inc 221.55K (1.32%) 16.38K
Increased by +7.39%
Mar 31, 25
14 Petiole USA ltd 176.97K (1.05%) 0.00
Increased by 0.00%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 176.57K (1.05%) 48.86K
Increased by +27.67%
Mar 31, 25
16 Northern Trust Corp 169.18K (1.01%) 9.31K
Increased by +5.50%
Mar 31, 25
17 Pacific Ridge Capital Partners, LLC 167.67K (1.00%) -51.74K
Decreased by -30.86%
Sep 30, 24
18 Arrowstreet Capital Limited Partnership 158.03K (0.94%) 1.26K
Increased by +0.80%
Sep 30, 24
19 Qube Research & Technologies 155.97K (0.93%) 87.61K
Increased by +56.17%
Mar 31, 25
20 Charles Schwab Investment Management Inc 154.90K (0.92%) -2.70K
Decreased by -1.74%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 583.45K (3.47%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 575.33K (3.42%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 437.62K (2.60%) -7.10K
Decreased by -1.62%
Jul 30, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 298.15K (1.77%) -15.48K
Decreased by -5.19%
Jun 30, 25
5 FIAM Small Cap Core CIT Cl B 222.67K (1.32%) -82.27K
Decreased by -36.95%
Jan 31, 24
6 Avantis US Small Cap Value ETF 217.74K (1.29%) 644.00
Increased by +0.30%
Jul 30, 25
7 Pacific Ridge Capital Ptnrs Micro Cp Val 203.32K (1.21%) 6.58K
Increased by +3.24%
Mar 31, 24
8 ProShares Russell 2000 Dividend Growers 194.31K (1.16%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity Small Cap Index 188.06K (1.12%) 1.99K
Increased by +1.06%
May 31, 25
10 FIAM Small Cap Core Composite 166.66K (0.99%) -138.28K
Decreased by -82.97%
Mar 31, 24
11 SPDR® S&P Regional Banking ETF 164.97K (0.98%) 5.80K
Increased by +3.52%
Jul 31, 25
12 iShares Russell 2000 Value ETF 163.55K (0.97%) 0.00
Increased by 0.00%
Jul 30, 25
13 Strategic Advisers® Fidelity US TtlStk 154.04K (0.92%) 10.63K
Increased by +6.90%
Nov 30, 23
14 Strategic Advisers Fidelity US TtlStk 142.83K (0.85%) 0.00
Increased by 0.00%
Jun 30, 25
15 DFA US Small Cap Value I 127.76K (0.76%) 1.99K
Increased by +1.56%
Jun 30, 25
16 Franklin MicroCap Value A 122.38K (0.73%) 0.00
Increased by 0.00%
Mar 31, 24
17 JHancock Regional Bank A 121.56K (0.72%) -1.03K
Decreased by -0.85%
May 31, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 119.10K (0.71%) 0.00
Increased by 0.00%
Jun 30, 25
19 State St Russell Sm/Mid Cp® Indx NL Cl C 116.21K (0.69%) 532.00
Increased by +0.46%
Apr 30, 25
20 Fidelity Extended Market Index 105.19K (0.63%) -275.00
Decreased by -0.26%
Jun 30, 25