Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.05%
2 IWN 0.02%
3 VTWV 0.01%
4 VTWO 0.01%
5 RTLA 0.01%
6 IWM 0.01%
7 EES 0.01%
8 RSSL 0.01%
9 DFSV 0.01%
10 AVSC 0.01%
11 UWM 0.00%
12 URTY 0.00%
13 DFAT 0.00%
14 DFAC 0.00%
15 AVUV 0.00%
16 DFSU 0.00%
17 HDG 0.00%
18 DFAS 0.00%
19 DFUS 0.00%
20 VTHR 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Stilwell Value LLC 1.71M (11.22%) 0.00
Increased by 0.00%
Mar 31, 25
2 M3F, Inc. 1.14M (7.49%) -60.37K
Decreased by -5.30%
Mar 31, 25
3 BlackRock Inc 885.65K (5.82%) -17.98K
Decreased by -2.03%
Mar 31, 25
4 Vanguard Group Inc 824.42K (5.42%) -2.77K
Decreased by -0.34%
Mar 31, 25
5 AllianceBernstein L.P. 570.42K (3.75%) 67.99K
Increased by +11.92%
Mar 31, 25
6 Kennedy Capital Management Inc 561.80K (3.69%) 111.07K
Increased by +19.77%
Mar 31, 25
7 T. Rowe Price Investment Management,Inc. 520.51K (3.42%) -302.74K
Decreased by -58.16%
Sep 30, 24
8 Dimensional Fund Advisors, Inc. 426.89K (2.81%) 14.67K
Increased by +3.44%
Mar 31, 25
9 Geode Capital Management, LLC 382.61K (2.52%) 9.30K
Increased by +2.43%
Mar 31, 25
10 Millennium Management LLC 222.46K (1.46%) 104.82K
Increased by +47.12%
Mar 31, 24
11 State Street Corp 181.83K (1.20%) 610.00
Increased by +0.34%
Mar 31, 25
12 Maltese Capital Management LLC 135.95K (0.89%) -61.06K
Decreased by -44.92%
Mar 31, 25
13 Susquehanna International Group, LLP 131.44K (0.86%) 10.95K
Increased by +8.33%
Sep 30, 24
14 Renaissance Technologies Corp 130.47K (0.86%) -6.30K
Decreased by -4.83%
Mar 31, 25
15 Northern Trust Corp 128.30K (0.84%) -456.00
Decreased by -0.36%
Mar 31, 25
16 BOOTHBAY FUND MANAGEMENT, LLC 118.45K (0.78%) 18.94K
Increased by +15.99%
Sep 30, 23
17 Bridgeway Capital Management, LLC 92.68K (0.61%) 2.70K
Increased by +2.91%
Jun 30, 24
18 Four Tree Island Advisory LLC 92.35K (0.61%) 0.00
Increased by 0.00%
Mar 31, 25
19 Pallas Capital Advisors LLC 90.31K (0.59%) 57.39K
Increased by +63.55%
Sep 30, 24
20 NewEdge Investment Solutions 74.61K (0.49%) -1.70K
Decreased by -2.28%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 471.50K (3.10%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 471.50K (3.10%) 0.00
Increased by 0.00%
Sep 30, 24
3 iShares Russell 2000 ETF 344.78K (2.27%) 0.00
Increased by 0.00%
May 31, 25
4 Vanguard Institutional Extnd Mkt Idx Tr 251.80K (1.66%) 0.00
Increased by 0.00%
May 31, 25
5 T. Rowe Price U.S. SC Value Eq Tr-Z 243.40K (1.60%) -95.22K
Decreased by -39.12%
Sep 30, 24
6 Kennedy Micro Cap 206.12K (1.36%) -4.03K
Decreased by -1.96%
Mar 31, 25
7 Fidelity Small Cap Index 149.75K (0.98%) 1.18K
Increased by +0.79%
Mar 31, 25
8 iShares Russell 2000 Value ETF 138.65K (0.91%) 0.00
Increased by 0.00%
May 31, 25
9 Kennedy Bank Sector 108.56K (0.71%) -29.00
Decreased by -0.03%
Mar 31, 25
10 DFA US Small Cap Value I 96.36K (0.63%) 1.07K
Increased by +1.11%
Apr 30, 25
11 Fidelity Extended Market Index 95.76K (0.63%) -916.00
Decreased by -0.96%
Apr 30, 25
12 Fidelity® Extended Market Index 91.41K (0.60%) 0.00
Increased by 0.00%
Nov 30, 23
13 T. Rowe Price Small-Cap Value 86.64K (0.57%) -174.99K
Decreased by -201.98%
Oct 31, 24
14 Vanguard Russell 2000 ETF 78.10K (0.51%) 689.00
Increased by +0.88%
May 31, 25
15 State St Russell Sm Cap® Indx SL Cl I 67.19K (0.44%) 0.00
Increased by 0.00%
May 31, 25
16 DFA US Targeted Value I 62.02K (0.41%) 1.05K
Increased by +1.70%
Apr 30, 25
17 Bridgeway Omni Small-Cap Value 54.60K (0.36%) 0.00
Increased by 0.00%
Jun 30, 24
18 Bridgeway Omni Small-Cap Value N 54.60K (0.36%) 0.00
Increased by 0.00%
Jun 30, 24
19 BlackRock Extended Mkt Composite 49.47K (0.33%) 0.00
Increased by 0.00%
Sep 30, 23
20 BlackRock Extended Equity Market K 42.25K (0.28%) -890.00
Decreased by -2.11%
Sep 30, 24