Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 BSVO 0.02%
3 IWN 0.01%
4 IWM 0.00%
5 ITOT 0.00%
6 DFSU 0.00%
7 DFAT 0.00%
8 DFAC 0.00%
9 DFUS 0.00%
10 DCOR 0.00%
11 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Stilwell Value LLC 410.02K (24.18%) 0.00
Increased by 0.00%
Mar 31, 25
2 AllianceBernstein L.P. 155.05K (9.14%) 4.83K
Increased by +3.12%
Mar 31, 25
3 FJ Capital Management LLC 108.09K (6.38%) 0.00
Increased by 0.00%
Mar 31, 25
4 M3F, Inc. 93.97K (5.54%) -3.34K
Decreased by -3.55%
Jun 30, 24
5 Vanguard Group Inc 42.38K (2.50%) 0.00
Increased by 0.00%
Mar 31, 25
6 Oppenheimer & Close Inc 32.65K (1.93%) 0.00
Increased by 0.00%
Mar 31, 25
7 BlackRock Inc 26.73K (1.58%) -1.11K
Decreased by -4.16%
Mar 31, 25
8 Geode Capital Management, LLC 24.45K (1.44%) 594.00
Increased by +2.43%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 18.43K (1.09%) 412.00
Increased by +2.24%
Mar 31, 25
10 Financial Insights Inc 14.90K (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
11 Arcus Capital Partners LLC 11.13K (0.66%) 11.13K
Increased by +100.00%
Mar 31, 25
12 Greenwich Investment Management Inc 10.39K (0.61%) -1.30K
Decreased by -12.53%
Jun 30, 24
13 State Street Corporation 9.66K (0.57%) -177.00
Decreased by -1.83%
Sep 30, 23
14 Kennedy Capital Management Inc 8.73K (0.52%) -5.00
Decreased by -0.06%
Mar 31, 25
15 Pinnacle Holdings, LLC 7.71K (0.45%) 0.00
Increased by 0.00%
Mar 31, 25
16 Northern Trust Corp 6.94K (0.41%) -198.00
Decreased by -2.85%
Mar 31, 25
17 Susquehanna International Group, LLP 6.58K (0.39%) 522.00
Increased by +7.94%
Mar 31, 25
18 Bridgeway Capital Management, LLC 6.53K (0.38%) 3.00
Increased by +0.05%
Mar 31, 25
19 Empowered Funds, LLC 6.53K (0.38%) 3.00
Increased by +0.05%
Mar 31, 25
20 FNY Investment Advisers, LLC 6.29K (0.37%) 763.00
Increased by +12.12%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 41.54K (2.45%) 0.00
Increased by 0.00%
May 31, 25
2 iShares Core S&P Total US Stock Mkt ETF 18.40K (1.09%) 0.00
Increased by 0.00%
May 31, 25
3 Fidelity Extended Market Index 12.39K (0.73%) -119.00
Decreased by -0.96%
Apr 30, 25
4 Fidelity® Extended Market Index 11.52K (0.68%) 0.00
Increased by 0.00%
Nov 30, 23
5 Bridgeway Omni Small-Cap Value 10.00K (0.59%) 0.00
Increased by 0.00%
Jun 30, 24
6 Bridgeway Omni Small-Cap Value N 10.00K (0.59%) 0.00
Increased by 0.00%
Jun 30, 24
7 Kennedy Bank Sector 8.73K (0.52%) -5.00
Decreased by -0.06%
Mar 31, 25
8 EA Bridgeway Omni Small-Cap Value ETF 6.42K (0.38%) 0.00
Increased by 0.00%
May 30, 25
9 DFA US Core Equity 2 I 5.60K (0.33%) 0.00
Increased by 0.00%
Apr 30, 25
10 BlackRock Extended Mkt Composite 4.50K (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
11 Fidelity Total Market Index 4.08K (0.24%) 0.00
Increased by 0.00%
Apr 30, 25
12 BlackRock Extended Equity Market K 3.92K (0.23%) -2.00
Decreased by -0.05%
Sep 30, 24
13 Extended Equity Market Fund K 3.88K (0.23%) 12.00
Increased by +0.31%
Mar 31, 25
14 iShares Micro-Cap ETF 3.54K (0.21%) 0.00
Increased by 0.00%
May 31, 25
15 Dimensional US Core Equity 2 ETF 3.44K (0.20%) 0.00
Increased by 0.00%
May 30, 25
16 Fidelity® Total Market Index 3.40K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
17 DFA US Core Equity 1 I 3.28K (0.19%) 0.00
Increased by 0.00%
Apr 30, 25
18 Fidelity Series Total Market Index 3.15K (0.19%) 108.00
Increased by +3.43%
Apr 30, 25
19 Fidelity® Series Total Market Index 3.08K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23
20 Spartan Extended Market Index Pool F 2.38K (0.14%) 119.00
Increased by +5.00%
Apr 30, 25