As of the latest SEC filings, PERMA FIX ENVIRONMENTAL SERVICES INC (PESI) is held by 116 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $5,889,879.99 in market value, representing a significant portion of its portfolio.
Funds holding PERMA FIX ENVIRONMENTAL SERVICES INC (PESI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PESI
- CIK:
- 0000891532
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $5,889,879.99 | 550,971 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $4,511,190.69 | 422,001 | Mar 31, 2026 | May 28, 2026 |
|
HRTVX
Heartland Value Fund
|
MF | Independent / Boutique | 0.44% | $4,276,000.00 | 400,000 | Mar 31, 2026 | May 5, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $2,169,658.14 | 171,379 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $2,016,497.46 | 188,634 | Mar 31, 2026 | May 28, 2026 |
|
DHSCX
DIAMOND HILL SMALL CAP FUND
|
MF | Independent / Boutique | 0.87% | $1,999,457.60 | 187,040 | Mar 31, 2026 | Jun 1, 2026 |
|
NSMVX
North Star Micro Cap Fund
|
MF | Independent / Boutique | 0.87% | $1,584,040.48 | 116,132 | Feb 28, 2026 | Apr 27, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.01% | $1,297,274.26 | 121,354 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,244,704.56 | 91,254 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,164,460.44 | 85,371 | Feb 28, 2026 | Apr 28, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $606,287.40 | 47,890 | Apr 30, 2026 | Jun 29, 2026 |
|
AFMCX
ACUITAS US MICROCAP FUND
|
MF | Independent / Boutique | 0.56% | $544,121.00 | 50,900 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $483,244.86 | 38,171 | Apr 30, 2026 | Jun 25, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.04% | $466,361.94 | 43,626 | Mar 31, 2026 | May 28, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $446,246.24 | 32,716 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $430,490.64 | 34,004 | Apr 30, 2026 | Jun 24, 2026 |
|
GDSTX
Goldman Sachs Small Cap Equity Insights Fund
|
MF | Goldman Sachs | 0.05% | $370,165.74 | 29,239 | Apr 30, 2026 | Jun 22, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $335,557.64 | 24,601 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Master Small Cap Index Series
|
ETF | Independent / Boutique | 0.01% | $324,623.23 | 30,367 | Mar 31, 2026 | May 28, 2026 |
|
TRHBX
Nuveen Small Cap Blend Index Fund
|
MF | TIAA / Nuveen | 0.01% | $284,267.64 | 22,454 | Apr 30, 2026 | Jun 24, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $262,543.08 | 20,738 | Apr 30, 2026 | Jun 24, 2026 |
|
GTTUX
Goldman Sachs Small Cap Value Insights Fund
|
MF | Goldman Sachs | 0.02% | $246,173.70 | 19,445 | Apr 30, 2026 | Jun 22, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.00% | $232,186.80 | 21,720 | Mar 31, 2026 | May 28, 2026 |
|
-
EQ/2000 Managed Volatility Portfolio
|
ETF | Independent / Boutique | 0.01% | $220,053.65 | 20,585 | Mar 31, 2026 | May 26, 2026 |
|
FISVX
Fidelity Small Cap Value Index Fund
|
MF | Fidelity | 0.01% | $194,301.44 | 18,176 | Mar 31, 2026 | May 26, 2026 |
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