Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JSML 0.08%
2 JSMD 0.02%
3 IWC 0.02%
4 AVSC 0.00%
5 DFAT 0.00%
6 DFAS 0.00%
7 DFSV 0.00%
8 DFAC 0.00%
9 VTI 0.00%
10 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Wynnefield Capital Inc 3.68M (42.93%) 0.00
Increased by 0.00%
Dec 31, 23
2 Cove Street Capital, LLC 748.00K (8.72%) -55.46K
Decreased by -7.41%
Dec 31, 23
3 Punch & Associates Inv Mgmt Inc 586.10K (6.83%) 7.31K
Increased by +1.25%
Dec 31, 23
4 Wasatch Advisors LP 548.22K (6.39%) 47.87K
Increased by +8.73%
Dec 31, 23
5 Minerva Advisors LLC 505.58K (5.90%) 0.00
Increased by 0.00%
Dec 31, 23
6 Vanguard Group Inc 504.00K (5.88%) 11.13K
Increased by +2.21%
Dec 31, 23
7 Wasatch Advisors Inc. 500.35K (5.83%) 735.00
Increased by +0.15%
Sep 30, 23
8 Renaissance Technologies Corp 272.07K (3.17%) -6.40K
Decreased by -2.35%
Dec 31, 23
9 Perritt Capital Management Inc. 226.24K (2.64%) -17.00K
Decreased by -7.51%
Dec 31, 23
10 Dimensional Fund Advisors, Inc. 186.93K (2.18%) 0.00
Increased by 0.00%
Dec 31, 23
11 Ancora Advisors LLC 173.30K (2.02%) 12.46K
Increased by +7.19%
Dec 31, 23
12 Geode Capital Management, LLC 118.76K (1.38%) 5.61K
Increased by +4.72%
Dec 31, 23
13 BlackRock Inc 104.53K (1.22%) 26.84K
Increased by +25.68%
Dec 31, 23
14 Royal Bank of Canada 103.05K (1.20%) -1.22K
Decreased by -1.18%
Dec 31, 23
15 HPM Partners LLC 101.31K (1.18%) 0.00
Increased by 0.00%
Dec 31, 23
16 Essex Investment Management Company, LLC 97.26K (1.13%) -3.87K
Decreased by -3.98%
Dec 31, 23
17 Albert D Mason Inc 92.70K (1.08%) 186.00
Increased by +0.20%
Mar 31, 24
18 Bridgeway Capital Management, LLC 83.22K (0.97%) -5.80K
Decreased by -6.97%
Dec 31, 23
19 United Capital Financial Advisers Inc 81.00K (0.94%) -58.00K
Decreased by -71.60%
Dec 31, 23
20 GlobeFlex Capital, L.P. 75.83K (0.88%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Wasatch Micro Cap 545.03K (6.36%) 47.36K
Increased by +8.69%
Dec 31, 23
2 Vanguard Total Stock Mkt Idx Inv 327.28K (3.82%) 403.00
Increased by +0.12%
Mar 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 163.14K (1.90%) 3.16K
Increased by +1.94%
Mar 31, 24
4 Perritt MicroCap Opportunities Investor 149.00K (1.74%) -11.80K
Decreased by -7.92%
Dec 31, 23
5 Cove Street Capital Small Cap Val Instl 93.20K (1.09%) -100.00
Decreased by -0.11%
Dec 31, 23
6 Ancora/Thelen Small Cap Core 91.45K (1.07%) -28.91K
Decreased by -31.61%
Mar 31, 24
7 Bridgeway Ultra-Small Company 83.22K (0.97%) -5.80K
Decreased by -6.97%
Dec 31, 23
8 Fidelity Extended Market Index 67.02K (0.78%) -325.00
Decreased by -0.48%
Feb 29, 24
9 Fidelity® Extended Market Index 62.94K (0.73%) 0.00
Increased by 0.00%
Nov 30, 23
10 Cove Classic Value Small Cap 47.39K (0.55%) -42.35K
Decreased by -89.38%
Mar 31, 24
11 Russell Inv Small Cap Fund B 35.01K (0.41%) -9.87K
Decreased by -28.19%
Mar 31, 24
12 Perritt Ultra MicroCap 34.00K (0.40%) 0.00
Increased by 0.00%
Dec 31, 23
13 DFA US Targeted Value I 31.48K (0.37%) 0.00
Increased by 0.00%
Feb 29, 24
14 BlackRock Extended Mkt Composite 24.12K (0.28%) 0.00
Increased by 0.00%
Sep 30, 23
15 VT De Lisle America B USD 23.05K (0.27%) 0.00
Increased by 0.00%
Mar 31, 24
16 DFA US Small Cap Value I 21.32K (0.25%) 0.00
Increased by 0.00%
Feb 29, 24
17 BlackRock Extended Equity Market K 21.05K (0.25%) 8.00
Increased by +0.04%
Mar 31, 24
18 DFA US Core Equity 2 I 21.04K (0.25%) -3.94K
Decreased by -18.72%
Feb 29, 24
19 1290 Essex Small Cap Growth I 20.92K (0.24%) 0.00
Increased by 0.00%
Feb 29, 24
20 Fidelity Total Market Index 19.91K (0.23%) 0.00
Increased by 0.00%
Feb 29, 24