Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWN 1000.00%
2 IWV 1000.00%
3 IWC 1000.00%
4 IWM 1000.00%
5 EATV 3.67%
6 EQWS 0.27%
7 DES 0.07%
8 AVSC 0.04%
9 VTWV 0.02%
10 RYLD 0.01%
11 UWM 0.01%
12 VTWO 0.01%
13 URTY 0.01%
14 DFAS 0.01%
15 DFAT 0.00%
16 HDG 0.00%
17 DFSV 0.00%
18 DFUV 0.00%
19 DFAU 0.00%
20 AVUS 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Global Alpha Capital Management Ltd. 2.98M (19.19%) 66.00K
Increased by +2.21%
Sep 30, 23
2 BlackRock Inc 1.08M (6.93%) 27.26K
Increased by +2.53%
Sep 30, 23
3 Old West Investment Management, LLC 920.65K (5.93%) -177.00
Decreased by -0.02%
Sep 30, 23
4 Vanguard Group Inc 893.59K (5.75%) 2.91K
Increased by +0.33%
Sep 30, 23
5 First Wilshire Securities Mgmt Inc (CA) 725.88K (4.67%) 99.64K
Increased by +13.73%
Sep 30, 23
6 Dimensional Fund Advisors, Inc. 547.69K (3.53%) -75.38K
Decreased by -13.76%
Sep 30, 23
7 Geode Capital Management, LLC 347.19K (2.24%) 25.33K
Increased by +7.30%
Sep 30, 23
8 State Street Corporation 246.75K (1.59%) 4.32K
Increased by +1.75%
Sep 30, 23
9 Teton Advisors Inc 195.00K (1.26%) 0.00
Increased by 0.00%
Sep 30, 23
10 Fuller & Thaler Asset Management Inc 164.50K (1.06%) -4.93K
Decreased by -3.00%
Sep 30, 23
11 Northern Trust Corp 152.49K (0.98%) 6.05K
Increased by +3.97%
Sep 30, 23
12 Gamco Investors, Inc. Et Al 152.30K (0.98%) 30.00K
Increased by +19.70%
Sep 30, 23
13 Bank of New York Mellon Corp 139.66K (0.90%) -586.00
Decreased by -0.42%
Sep 30, 23
14 White Pine Capital LLC 98.92K (0.64%) -2.43K
Decreased by -2.46%
Sep 30, 23
15 AXA SA 93.39K (0.60%) -53.43K
Decreased by -57.21%
Sep 30, 23
16 Riverwater Partners LLC 92.78K (0.60%) 4.72K
Increased by +5.08%
Jun 30, 23
17 Rathbone Brothers PLC 73.36K (0.47%) 0.00
Increased by 0.00%
Sep 30, 23
18 Gabelli Funds LLC 72.20K (0.46%) 4.70K
Increased by +6.51%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 62.60K (0.40%) -5.91K
Decreased by -9.45%
Sep 30, 23
20 SFE Investment Counsel 60.01K (0.39%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 CC&L Global Alpha - Series A 1.46M (9.42%) 145.00K
Increased by +9.91%
Nov 30, 23
2 Global Alpha Global Small Cap 681.77K (4.39%) -83.20K
Decreased by -12.20%
Nov 30, 23
3 Vanguard Total Stock Mkt Idx Inv 586.68K (3.78%) 0.00
Increased by 0.00%
Nov 30, 23
4 First Wilshire US SCV Equities SMA 530.24K (3.41%) 3.29K
Increased by +0.62%
Jun 30, 23
5 iShares Russell 2000 ETF 389.00K (2.50%) -975.00
Decreased by -0.25%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 216.27K (1.39%) 8.44K
Increased by +3.90%
Nov 30, 23
7 TETON Westwood Mighty Mites AAA 195.00K (1.26%) 0.00
Increased by 0.00%
Sep 30, 23
8 Fidelity® Small Cap Index 166.45K (1.07%) 5.09K
Increased by +3.06%
Sep 30, 23
9 Fuller & Thaler Behavrl Micro-Cap Core 164.50K (1.06%) 1.30K
Increased by +0.79%
Sep 30, 23
10 1290 VT GAMCO Small Company Value IB 164.00K (1.06%) 14.00K
Increased by +8.54%
Oct 31, 23
11 iShares Russell 2000 Value ETF 155.20K (1.00%) 0.00
Increased by 0.00%
Nov 30, 23
12 Old West All Cap Opportunity 124.31K (0.80%) -531.00
Decreased by -0.43%
Sep 30, 23
13 DFA US Targeted Value I 118.35K (0.76%) 0.00
Increased by 0.00%
Oct 31, 23
14 AXAWF Global Optimal Income I Cap EUR 112.54K (0.72%) 0.00
Increased by 0.00%
Jun 30, 23
15 Fidelity® Extended Market Index 90.17K (0.58%) 3.12K
Increased by +3.46%
Oct 31, 23
16 WisdomTree US SmallCap Dividend ETF 85.34K (0.55%) -284.00
Decreased by -0.33%
Nov 30, 23
17 DFA US Small Cap Value I 83.29K (0.54%) 0.00
Increased by 0.00%
Oct 31, 23
18 Old West Small Cap 76.48K (0.49%) 1.44K
Increased by +1.89%
Jun 30, 23
19 State St Russell Sm Cap® Indx SL Cl I 64.50K (0.42%) 0.00
Increased by 0.00%
Nov 30, 23
20 DFA US Micro Cap I 64.19K (0.41%) 0.00
Increased by 0.00%
Oct 31, 23