Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 PRFZ 0.01%
3 AVSC 0.01%
4 DFAT 0%
5 DFAS 0%
6 DFSV 0%
7 DFAC 0%
8 AVUS 0%
9 DFUV 0%
10 VTI 0%
11 VXF 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 First Wilshire Securities Mgmt Inc (CA) 2.53M (6.29%) 556.13K
Increased by +22.01%
Sep 30, 23
2 Dimensional Fund Advisors, Inc. 2.16M (5.38%) -475.67K
Decreased by -22.01%
Sep 30, 23
3 Needham Investment Management, LLC 2.16M (5.38%) 0
Increased by 0%
Sep 30, 23
4 Vanguard Group Inc 1.99M (4.96%) 208.4K
Increased by +10.47%
Sep 30, 23
5 Wellington Management Company LLP 1.62M (4.04%) 0
Increased by 0%
Sep 30, 23
6 Pacific Ridge Capital Partners, LLC 1.23M (3.07%) 21.97K
Increased by +1.78%
Sep 30, 23
7 Royce & Associates, LP 1.12M (2.8%) 25K
Increased by +2.22%
Sep 30, 23
8 Systematic Financial Management LP 981.32K (2.44%) -8.02K
Decreased by -0.82%
Sep 30, 23
9 BlackRock Inc 684.98K (1.71%) -42.04K
Decreased by -6.14%
Sep 30, 23
10 Kennedy Capital Management Inc 639.11K (1.59%) -5.15K
Decreased by -0.81%
Sep 30, 23
11 Portolan Capital Management, LLC 509.36K (1.27%) -1.55K
Decreased by -0.3%
Sep 30, 23
12 White Pine Capital LLC 450.74K (1.12%) 40.35K
Increased by +8.95%
Sep 30, 23
13 D. E. Shaw & Co LP 436.95K (1.09%) 156.66K
Increased by +35.85%
Sep 30, 23
14 Bridgeway Capital Management, LLC 416.53K (1.04%) 12.9K
Increased by +3.1%
Sep 30, 23
15 Geode Capital Management, LLC 391.09K (0.97%) -6.61K
Decreased by -1.69%
Sep 30, 23
16 GSA Capital Partners LLP 377.32K (0.94%) 211.35K
Increased by +56.01%
Sep 30, 23
17 Millennium Management LLC 361.61K (0.9%) -183.68K
Decreased by -50.79%
Sep 30, 23
18 Two Sigma Advisers, LLC 324.9K (0.81%) 175K
Increased by +53.86%
Sep 30, 23
19 Franklin Resources Inc 316.9K (0.79%) 0
Increased by 0%
Sep 30, 23
20 Renaissance Technologies Corp 295.6K (0.74%) -73.41K
Decreased by -24.83%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 First Wilshire US SCV Equities SMA 2.93M (7.3%) 1.22M
Increased by +41.64%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 1.62M (4.04%) 0
Increased by 0%
Jan 31, 24
3 Needham Small Cap Growth Retail 1.5M (3.74%) 0
Increased by 0%
Dec 31, 23
4 Pacific Ridge Capital Ptnrs Micro Cp Val 714.22K (1.78%) 208.81K
Increased by +29.24%
Sep 30, 23
5 Vanguard Institutional Extnd Mkt Idx Tr 577.9K (1.44%) 0
Increased by 0%
Jan 31, 24
6 Kennedy Extended Small Cap 554.67K (1.38%) 6.83K
Increased by +1.23%
Dec 31, 23
7 Royce Micro-Cap Invmt 496.6K (1.24%) 0
Increased by 0%
Dec 31, 23
8 Franklin MicroCap Value A 465.95K (1.16%) 130.39K
Increased by +27.98%
Dec 31, 23
9 DFA US Small Cap I 400.2K (1%) 0
Increased by 0%
Dec 31, 23
10 Foundry Partners Micro Cap Value 397.5K (0.99%) 0
Increased by 0%
Dec 31, 23
11 Adara Smaller Companies 394.73K (0.98%) 0
Increased by 0%
Jan 31, 24
12 Royce Micro Cap Trust 300.91K (0.75%) 0
Increased by 0%
Dec 31, 23
13 Needham Growth Retail 300K (0.75%) -35.45K
Decreased by -11.82%
Dec 31, 23
14 Strategic Advisers Small-Mid Cap 292.92K (0.73%) 0
Increased by 0%
Nov 30, 23
15 Strategic Advisers® Small-Mid Cap 292.92K (0.73%) 0
Increased by 0%
Oct 31, 23
16 Acuitas US Microcap Strategy 273.37K (0.68%) -1.88K
Decreased by -0.69%
Dec 31, 23
17 DFA US Small Cap Value I 251.86K (0.63%) -24.93K
Decreased by -9.9%
Dec 31, 23
18 Wellington CIF Micro Cap Equity 235.1K (0.59%) 0
Increased by 0%
Sep 30, 23
19 Fidelity Extended Market Index 224.27K (0.56%) 14.69K
Increased by +6.55%
Dec 31, 23
20 Royce Capital Micro-Cap Inv 221.2K (0.55%) 0
Increased by 0%
Dec 31, 23