Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AFSM 0.49%
2 FDM 0.26%
3 BSVO 0.06%
4 IWC 0.03%
5 VFMV 0.02%
6 GSSC 0.02%
7 IWN 0.01%
8 VTWV 0.01%
9 RTLA 0.01%
10 AVSC 0.01%
11 IWM 0.01%
12 RSSL 0.00%
13 UWM 0.00%
14 AVUV 0.00%
15 DFAT 0.00%
16 URTY 0.00%
17 DFSU 0.00%
18 DFSV 0.00%
19 DFAC 0.00%
20 HDG 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wellington Management Company LLP 503.12K (11.78%) 76.23K
Increased by +15.15%
Mar 31, 25
2 BlackRock Inc 338.02K (7.91%) -676.00
Decreased by -0.20%
Mar 31, 25
3 Vanguard Group Inc 273.60K (6.40%) -748.00
Decreased by -0.27%
Mar 31, 25
4 STRATEGIC VALUE BANK PARTNERS LLC 272.09K (6.37%) -24.46K
Decreased by -8.99%
Sep 30, 24
5 Gendell Jeffrey L 217.76K (5.10%) 0.00
Increased by 0.00%
Mar 31, 25
6 Dimensional Fund Advisors, Inc. 151.83K (3.55%) -451.00
Decreased by -0.30%
Mar 31, 25
7 Geode Capital Management, LLC 108.87K (2.55%) 7.31K
Increased by +6.72%
Mar 31, 25
8 HoldCo Asset Management, L.P. 106.05K (2.48%) 0.00
Increased by 0.00%
Sep 30, 24
9 UBS Group AG 103.90K (2.43%) 99.63K
Increased by +95.89%
Mar 31, 25
10 Bridgeway Capital Management, LLC 73.61K (1.72%) -8.50K
Decreased by -11.54%
Mar 31, 25
11 Arrowstreet Capital Limited Partnership 61.82K (1.45%) -344.00
Decreased by -0.56%
Mar 31, 25
12 State Street Corp 59.02K (1.38%) -245.00
Decreased by -0.42%
Mar 31, 25
13 Northern Trust Corp 37.87K (0.89%) -2.04K
Decreased by -5.38%
Mar 31, 25
14 Maltese Capital Management LLC 36.86K (0.86%) 4.26K
Increased by +11.55%
Mar 31, 25
15 Pinnacle Holdings, LLC 34.89K (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
16 Empowered Funds, LLC 34.01K (0.80%) 2.24K
Increased by +6.60%
Mar 31, 25
17 AMG National Trust Bank 33.74K (0.79%) 0.00
Increased by 0.00%
Mar 31, 25
18 Renaissance Technologies Corp 33.41K (0.78%) -6.00K
Decreased by -17.96%
Mar 31, 25
19 Susquehanna International Group, LLP 31.59K (0.74%) 18.05K
Increased by +57.13%
Mar 31, 24
20 Millennium Management LLC 23.92K (0.56%) 23.92K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 173.10K (4.05%) 592.00
Increased by +0.34%
May 31, 25
2 Vanguard US Total Market Shares ETF 172.51K (4.04%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 128.98K (3.02%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 66.53K (1.56%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity Small Cap Index 44.52K (1.04%) 2.62K
Increased by +5.88%
Mar 31, 25
6 iShares Russell 2000 Value ETF 40.51K (0.95%) 0.00
Increased by 0.00%
May 31, 25
7 EA Bridgeway Omni Small-Cap Value ETF 34.08K (0.80%) 0.00
Increased by 0.00%
May 30, 25
8 iShares Core S&P Total US Stock Mkt ETF 27.45K (0.64%) 0.00
Increased by 0.00%
Apr 30, 24
9 Fidelity Extended Market Index 26.49K (0.62%) -253.00
Decreased by -0.96%
Apr 30, 25
10 Bridgeway Omni Small-Cap Value 25.62K (0.60%) 0.00
Increased by 0.00%
Mar 31, 25
11 Bridgeway Omni Small-Cap Value N 25.62K (0.60%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity® Extended Market Index 24.63K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
13 DFA US Micro Cap I 22.75K (0.53%) 0.00
Increased by 0.00%
Apr 30, 25
14 Vanguard Russell 2000 ETF 21.95K (0.51%) 212.00
Increased by +0.97%
May 31, 25
15 State St Russell Sm Cap® Indx SL Cl I 20.05K (0.47%) 0.00
Increased by 0.00%
May 31, 25
16 Kennedy Micro Cap 19.92K (0.47%) 95.00
Increased by +0.48%
Jun 30, 24
17 DFA US Targeted Value I 18.71K (0.44%) 438.00
Increased by +2.34%
Apr 30, 25
18 Avantis US Small Cap Value ETF 18.21K (0.43%) 0.00
Increased by 0.00%
May 31, 25
19 Bridgeway Ultra-Small Company Market 17.23K (0.40%) 0.00
Increased by 0.00%
Dec 31, 24
20 DFA US Small Cap I 16.30K (0.38%) 835.00
Increased by +5.12%
Apr 30, 25