Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.05%
2 IWC 0.03%
3 DFSV 0.00%
4 DFAT 0.00%
5 DFSU 0.00%
6 DFAC 0.00%
7 DFUV 0.00%
8 DFUS 0.00%
9 DFAU 0.00%
10 DCOR 0.00%
11 VTI 0.00%
12 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Manufacturers Life Insurance Co 481.65K (10.18%) -148.00
Decreased by -0.03%
Mar 31, 25
2 Cutler Capital Management 392.56K (8.30%) 0.00
Increased by 0.00%
Mar 31, 25
3 FJ Capital Management LLC 371.57K (7.85%) 0.00
Increased by 0.00%
Mar 31, 25
4 STRATEGIC VALUE BANK PARTNERS LLC 352.81K (7.46%) 0.00
Increased by 0.00%
Mar 31, 25
5 Vanguard Group Inc 341.99K (7.23%) 0.00
Increased by 0.00%
Mar 31, 25
6 AllianceBernstein L.P. 296.05K (6.26%) -172.25K
Decreased by -58.18%
Mar 31, 25
7 Petiole USA ltd 176.09K (3.72%) -10.00K
Decreased by -5.68%
Mar 31, 25
8 Dimensional Fund Advisors, Inc. 168.81K (3.57%) 3.98K
Increased by +2.36%
Mar 31, 25
9 Pinnacle Holdings, LLC 156.90K (3.32%) 0.00
Increased by 0.00%
Mar 31, 25
10 Susquehanna International Group, LLP 87.53K (1.85%) 46.39K
Increased by +53.00%
Mar 31, 25
11 Bridgeway Capital Management, LLC 77.96K (1.65%) 2.83K
Increased by +3.63%
Mar 31, 25
12 Geode Capital Management, LLC 75.02K (1.59%) 3.27K
Increased by +4.35%
Mar 31, 25
13 BlackRock Inc 55.85K (1.18%) -1.19K
Decreased by -2.13%
Mar 31, 25
14 Millennium Management LLC 47.64K (1.01%) 47.64K
Increased by +100.00%
Mar 31, 25
15 Gendell Jeffrey L 46.29K (0.98%) -2.54K
Decreased by -5.48%
Mar 31, 25
16 Empowered Funds, LLC 42.47K (0.90%) 2.83K
Increased by +6.67%
Mar 31, 25
17 First Manhattan Co. LLC 35.63K (0.75%) 0.00
Increased by 0.00%
Mar 31, 25
18 PL Capital Advisors, LLC 28.16K (0.60%) 0.00
Increased by 0.00%
Dec 31, 24
19 O'Shaughnessy Asset Management LLC 27.63K (0.58%) -6.48K
Decreased by -23.45%
Mar 31, 25
20 Northern Trust Corp 24.31K (0.51%) -801.00
Decreased by -3.30%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JH Financial Opportunities 257.16K (5.44%) 0.00
Increased by 0.00%
Apr 30, 25
2 John Hancock Financial Opportunities Fund 257.16K (5.44%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 230.90K (4.88%) 0.00
Increased by 0.00%
May 31, 25
4 JHancock Regional Bank A 192.78K (4.07%) -1.52K
Decreased by -0.79%
Apr 30, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 99.09K (2.09%) 0.00
Increased by 0.00%
May 31, 25
6 DFA US Small Cap Value I 65.54K (1.39%) 0.00
Increased by 0.00%
Apr 30, 25
7 EA Bridgeway Omni Small-Cap Value ETF 43.06K (0.91%) 0.00
Increased by 0.00%
May 30, 25
8 Fidelity Extended Market Index 36.20K (0.77%) -346.00
Decreased by -0.96%
Apr 30, 25
9 Bridgeway Omni Small-Cap Value 35.49K (0.75%) 0.00
Increased by 0.00%
Mar 31, 25
10 Bridgeway Omni Small-Cap Value N 35.49K (0.75%) 0.00
Increased by 0.00%
Mar 31, 25
11 Fidelity® Extended Market Index 33.73K (0.71%) 0.00
Increased by 0.00%
Nov 30, 23
12 Manulife US Bank Equity Mother Fund 28.20K (0.60%) 0.00
Increased by 0.00%
Jul 22, 24
13 Dimensional US Small Cap Value ETF 14.35K (0.30%) 0.00
Increased by 0.00%
May 30, 25
14 BlackRock Extended Mkt Composite 13.57K (0.29%) 0.00
Increased by 0.00%
Sep 30, 23
15 Fidelity Total Market Index 12.93K (0.27%) 0.00
Increased by 0.00%
Apr 30, 25
16 DFA US Core Equity 2 I 12.91K (0.27%) 0.00
Increased by 0.00%
Apr 30, 25
17 iShares Micro-Cap ETF 12.19K (0.26%) 0.00
Increased by 0.00%
May 31, 25
18 BlackRock Extended Equity Market K 11.83K (0.25%) -5.00
Decreased by -0.04%
Sep 30, 24
19 Extended Equity Market Fund K 11.70K (0.25%) 36.00
Increased by +0.31%
Mar 31, 25
20 Fidelity® Total Market Index 11.35K (0.24%) 0.00
Increased by 0.00%
Nov 30, 23