Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDLS 1.32%
2 SMDV 0.97%
3 QABA 0.32%
4 BFOR 0.25%
5 SMLV 0.23%
6 BSVO 0.19%
7 IWC 0.17%
8 VFMV 0.10%
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 (10.50%) 225.87K
Increased by +12.85%
Mar 31, 25
2 BlackRock Inc 1.47M (8.75%) -59.14K
Decreased by -4.03%
Mar 31, 25
3 Vanguard Group Inc 1.05M (6.27%) 6.74K
Increased by +0.64%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 727.07K (4.34%) -106.88K
Decreased by -14.70%
Mar 31, 25
5 State Street Corp 567.89K (3.39%) 158.47K
Increased by +27.90%
Mar 31, 25
6 Geode Capital Management, LLC 444.15K (2.65%) 11.92K
Increased by +2.68%
Mar 31, 25
7 Millennium Management LLC 330.32K (1.97%) 182.71K
Increased by +55.31%
Mar 31, 25
8 Renaissance Technologies Corp 263.95K (1.58%) 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 (1.35%) 25.61K
Increased by +11.33%
Mar 31, 25
11 American Century Companies Inc 226.00K (1.35%) -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 (1.06%) 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 (3.48%) 7.11K
Increased by +1.22%
May 31, 25
2 Vanguard US Total Market Shares ETF 575.33K (3.44%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 456.72K (2.73%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 313.63K (1.87%) 2.15K
Increased by +0.69%
May 31, 25
5 FIAM Small Cap Core CIT Cl B 222.67K (1.33%) -82.27K
Decreased by -36.95%
Jan 31, 24
6 ProShares Russell 2000 Dividend Growers 218.48K (1.30%) -430.00
Decreased by -0.20%
May 30, 25
7 Pacific Ridge Capital Ptnrs Micro Cp Val 203.32K (1.21%) 6.58K
Increased by +3.24%
Mar 31, 24
8 Fidelity Small Cap Index 184.03K (1.10%) 2.01K
Increased by +1.09%
Mar 31, 25
9 Avantis US Small Cap Value ETF 174.44K (1.04%) 1.29K
Increased by +0.74%
May 31, 25
10 iShares Russell 2000 Value ETF 169.17K (1.01%) 0.00
Increased by 0.00%
May 31, 25
11 FIAM Small Cap Core Composite 166.66K (1.00%) -138.28K
Decreased by -82.97%
Mar 31, 24
12 Strategic Advisers® Fidelity US TtlStk 154.04K (0.92%) 10.63K
Increased by +6.90%
Nov 30, 23
13 Strategic Advisers Fidelity US TtlStk 142.83K (0.85%) 0.00
Increased by 0.00%
Apr 30, 25
14 SPDR® S&P Regional Banking ETF 139.00K (0.83%) 0.00
Increased by 0.00%
May 31, 25
15 DFA US Small Cap Value I 125.77K (0.75%) -15.09K
Decreased by -12.00%
Apr 30, 25
16 JHancock Regional Bank A 122.59K (0.73%) -966.00
Decreased by -0.79%
Apr 30, 25
17 Franklin MicroCap Value A 122.38K (0.73%) 0.00
Increased by 0.00%
Mar 31, 24
18 State St Russell Sm/Mid Cp® Indx SL Cl I 119.10K (0.71%) 2.89K
Increased by +2.43%
May 31, 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 105.93K (0.63%) -1.01K
Decreased by -0.96%
Apr 30, 25