Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 1.02%
2 DEEP 1.01%
3 FDM 0.45%
4 WMCR 0.26%
5 DGRS 0.15%
6 ROGS 0.11%
7 BSVO 0.09%
8 IWC 0.07%
9 EBIT 0.07%
10 FESM 0.07%
11 GSSC 0.04%
12 RFLR 0.04%
13 DES 0.03%
14 DFSV 0.03%
15 EES 0.03%
16 AVSC 0.02%
17 AVUV 0.02%
18 RTLA 0.02%
19 VTWV 0.02%
20 IWN 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 1.46M (21.11%) -36.85K
Decreased by -2.52%
Mar 31, 25
2 Basswood Capital Management LLC 1.02M (14.71%) 968.00
Increased by +0.09%
Mar 31, 25
3 Forager Capital Management, LLC 899.03K (12.97%) -187.08K
Decreased by -20.81%
Mar 31, 25
4 Dimensional Fund Advisors, Inc. 714.44K (10.31%) -19.13K
Decreased by -2.68%
Mar 31, 25
5 Vanguard Group Inc 451.87K (6.52%) -2.77K
Decreased by -0.61%
Mar 31, 25
6 LSV Asset Management 335.90K (4.85%) -10.25K
Decreased by -3.05%
Mar 31, 25
7 Wellington Management Company LLP 263.39K (3.80%) -40.13K
Decreased by -15.24%
Mar 31, 25
8 Renaissance Technologies Corp 254.24K (3.67%) 25.30K
Increased by +9.95%
Mar 31, 25
9 Tieton Capital Management, LLC 248.70K (3.59%) -6.55K
Decreased by -2.63%
Mar 31, 25
10 Twin Lions Management LLC 231.57K (3.34%) -96.77K
Decreased by -41.79%
Mar 31, 25
11 Geode Capital Management, LLC 198.99K (2.87%) 6.14K
Increased by +3.08%
Mar 31, 25
12 Goldman Sachs Group Inc 194.37K (2.80%) 60.74K
Increased by +31.25%
Mar 31, 25
13 American Century Companies Inc 163.22K (2.35%) 28.54K
Increased by +17.48%
Mar 31, 25
14 State Street Corp 160.78K (2.32%) -1.87K
Decreased by -1.16%
Mar 31, 25
15 Acadian Asset Management LLC 155.88K (2.25%) 153.54K
Increased by +98.50%
Mar 31, 25
16 State Street Corporation 154.00K (2.22%) 1.39K
Increased by +0.90%
Mar 31, 24
17 Bridgeway Capital Management, LLC 103.35K (1.49%) 3.16K
Increased by +3.06%
Mar 31, 25
18 Bank of New York Mellon Corp 97.61K (1.41%) -2.59K
Decreased by -2.65%
Mar 31, 25
19 Northern Trust Corp 87.35K (1.26%) -3.71K
Decreased by -4.24%
Mar 31, 25
20 Charles Schwab Investment Management Inc 85.22K (1.23%) 34.86K
Increased by +40.91%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Tieton Small Cap Value 248.70K (3.59%) -6.55K
Decreased by -2.63%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 245.34K (3.54%) 0.00
Increased by 0.00%
May 31, 25
3 Vanguard US Total Market Shares ETF 245.34K (3.54%) 0.00
Increased by 0.00%
Sep 30, 24
4 iShares Russell 2000 ETF 229.17K (3.31%) 0.00
Increased by 0.00%
May 31, 25
5 DFA US Small Cap Value I 170.94K (2.47%) 0.00
Increased by 0.00%
Apr 30, 25
6 Avantis US Small Cap Value ETF 148.60K (2.14%) 561.00
Increased by +0.38%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 141.97K (2.05%) 0.00
Increased by 0.00%
May 31, 25
8 BlackRock Advantage Small Cap Core Instl 120.66K (1.74%) 0.00
Increased by 0.00%
May 31, 25
9 DFA US Targeted Value I 95.36K (1.38%) 0.00
Increased by 0.00%
Apr 30, 25
10 DFA US Small Cap I 86.06K (1.24%) 0.00
Increased by 0.00%
Apr 30, 25
11 Fidelity Small Cap Index 83.88K (1.21%) 1.03K
Increased by +1.22%
Mar 31, 25
12 Wellington Emerging Companies 79.34K (1.14%) -6.62K
Decreased by -8.34%
Mar 31, 24
13 Fidelity® Small Cap Index 76.00K (1.10%) 544.00
Increased by +0.72%
Oct 31, 23
14 Strategic Advisers Small-Mid Cap 73.80K (1.06%) 0.00
Increased by 0.00%
Apr 30, 24
15 Strategic Advisers® Small-Mid Cap 71.10K (1.03%) 0.00
Increased by 0.00%
Oct 31, 23
16 iShares Russell 2000 Value ETF 70.92K (1.02%) 0.00
Increased by 0.00%
May 31, 25
17 DFA US Micro Cap I 62.74K (0.91%) 0.00
Increased by 0.00%
Apr 30, 25
18 Dimensional US Targeted Value ETF 60.59K (0.87%) 0.00
Increased by 0.00%
May 30, 25
19 Wellington CIF Micro Cap Equity 59.88K (0.86%) -771.00
Decreased by -1.29%
Mar 31, 25
20 Bridgeway Omni Small-Cap Value 56.10K (0.81%) 0.00
Increased by 0.00%
Mar 31, 25