Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTOX 3.21%
2 FDLS 1.71%
3 NXTE 0.62%
4 DWAS 0.42%
5 FESM 0.14%
6 GSSC 0.11%
7 IWC 0.11%
8 AVSC 0.06%
9 RFLR 0.05%
10 RSSL 0.02%
11 DFAS 0.02%
12 VTWO 0.02%
13 VTWV 0.02%
14 IWN 0.02%
15 UWM 0.02%
16 IWM 0.02%
17 IWO 0.01%
18 URTY 0.01%
19 VTWG 0.01%
20 VXF 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Institutional Venture Management XIII, LLC 10.47M (11.12%) 0.00
Increased by 0.00%
Sep 30, 23
2 Catterton Management Company, L.L.C 9.35M (9.93%) -2.82M
Decreased by -30.15%
Sep 30, 24
3 BlackRock Inc 6.28M (6.67%) 581.77K
Increased by +9.27%
Dec 31, 24
4 Portolan Capital Management, LLC 5.36M (5.69%) -2.31M
Decreased by -43.09%
Dec 31, 24
5 Vanguard Group Inc 5.15M (5.47%) 1.05M
Increased by +20.44%
Dec 31, 24
6 Divisadero Street Capital Management, LP 3.42M (3.63%) 3.42M
Increased by +100.00%
Dec 31, 24
7 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.55M (2.71%) -615.42K
Decreased by -24.15%
Dec 31, 24
8 D. E. Shaw & Co LP 2.40M (2.55%) 2.05M
Increased by +85.50%
Dec 31, 24
9 Renaissance Technologies Corp 2.37M (2.52%) 398.60K
Increased by +16.80%
Dec 31, 24
10 Nuveen Asset Management, LLC 2.05M (2.17%) 1.04M
Increased by +50.86%
Dec 31, 24
11 Geode Capital Management, LLC 1.83M (1.94%) 14.54K
Increased by +0.80%
Dec 31, 24
12 Millennium Management LLC 1.66M (1.77%) 234.78K
Increased by +14.11%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 1.61M (1.71%) 818.76K
Increased by +50.86%
Dec 31, 24
14 State Street Corp 1.59M (1.69%) 408.23K
Increased by +25.68%
Dec 31, 24
15 Victory Capital Management Inc. 1.55M (1.64%) 1.39M
Increased by +89.69%
Dec 31, 24
16 Citadel Advisors Llc 1.52M (1.61%) 1.44M
Increased by +95.29%
Sep 30, 24
17 Marshall Wace Asset Management Ltd 1.47M (1.56%) -200.19K
Decreased by -13.61%
Jun 30, 24
18 Dimensional Fund Advisors, Inc. 1.40M (1.48%) 299.19K
Increased by +21.42%
Dec 31, 24
19 JPMorgan Chase & Co 1.21M (1.28%) -338.08K
Decreased by -27.95%
Dec 31, 24
20 Qube Research & Technologies 1.16M (1.23%) 613.79K
Increased by +52.88%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Strategic Advisers Small-Mid Cap 4.25M (4.51%) 318.23K
Increased by +7.50%
Jul 31, 24
2 Strategic Advisers U.S. Total Stock{mg} 3.77M (4.00%) -177.50K
Decreased by -4.71%
Sep 30, 24
3 Strategic Advisers® Small-Mid Cap 3.50M (3.72%) 0.00
Increased by 0.00%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 2.89M (3.06%) 0.00
Increased by 0.00%
Feb 28, 25
5 Meridian Contrarian Legacy 2.55M (2.71%) -615.42K
Decreased by -24.15%
Dec 31, 24
6 Strategic Advisers U.S. Total Stock 2.49M (2.65%) 266.93K
Increased by +10.70%
Jan 31, 25
7 iShares Russell 2000 ETF 2.16M (2.29%) -25.33K
Decreased by -1.17%
Feb 28, 25
8 CREF Stock R1 1.28M (1.36%) 203.80K
Increased by +15.89%
Jan 31, 25
9 Bridge Builder Small/Mid Cap Growth 1.28M (1.36%) 304.98K
Increased by +23.82%
Feb 28, 25
10 Portolan Select 1.10M (1.17%) 105.42K
Increased by +9.58%
Dec 31, 24
11 Vanguard Institutional Extnd Mkt Idx Tr 1.08M (1.14%) 1.72K
Increased by +0.16%
Feb 28, 25
12 Fidelity Small Cap Index 827.33K (0.88%) 0.00
Increased by 0.00%
Dec 31, 24
13 Allspring Select SMID Cap Equity 652.56K (0.69%) -43.70K
Decreased by -6.70%
Sep 30, 23
14 Invesco Dorsey Wright SmallCap Momt ETF 584.94K (0.62%) -1.35K
Decreased by -0.23%
Feb 28, 25
15 Nuveen Quant Small Cap Equity R6 574.31K (0.61%) -3.99K
Decreased by -0.69%
Jan 31, 25
16 Fidelity Enhanced Small Cap ETF 527.92K (0.56%) 0.00
Increased by 0.00%
Feb 28, 25
17 Columbia Small Cap Value I 504.81K (0.54%) 36.20K
Increased by +7.17%
Jan 31, 25
18 Columbia Small Cap Value I A 502.11K (0.53%) -2.70K
Decreased by -0.54%
Feb 28, 25
19 Victory RS Small Cap Growth A 492.76K (0.52%) 492.76K
Increased by +100.00%
Dec 31, 24
20 Victory RS Small Cap Growth CIT N 492.76K (0.52%) 492.76K
Increased by +100.00%
Dec 31, 24