Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTOX 3.21%
2 FDLS 1.71%
3 DWAS 0.42%
4 NXTE 0.31%
5 ISMD 0.21%
6 FESM 0.14%
7 GSSC 0.11%
8 VFMO 0.09%
9 IWC 0.09%
10 AVSC 0.06%
11 RFLR 0.05%
12 VFQY 0.04%
13 VDC 0.04%
14 IWN 0.02%
15 RSSL 0.02%
16 DFAS 0.02%
17 UWM 0.02%
18 URTY 0.01%
19 IWM 0.01%
20 IWMW 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Institutional Venture Management XIII, LLC 10.47M (10.53%) 0.00
Increased by 0.00%
Sep 30, 23
2 Catterton Management Company, L.L.C 9.35M (9.40%) -2.82M
Decreased by -30.15%
Sep 30, 24
3 BlackRock Inc 6.56M (6.60%) -4.42K
Decreased by -0.07%
Mar 31, 26
4 Vanguard Group Inc 6.37M (6.41%) 1.06M
Increased by +16.65%
Dec 31, 25
5 Mak Capital One LLC 4.78M (4.80%) 1.25M
Increased by +26.12%
Mar 31, 26
6 Vanguard Capital Management, LLC 4.25M (4.27%) 4.25M
Increased by +100.00%
Mar 31, 26
7 Portolan Capital Management, LLC 3.05M (3.06%) -1.76M
Decreased by -57.73%
Mar 31, 26
8 Divisadero Street Capital Management, LP 2.83M (2.85%) -591.22K
Decreased by -20.89%
Mar 31, 25
9 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.55M (2.56%) 0.00
Increased by 0.00%
Mar 31, 26
10 Geode Capital Management, LLC 2.41M (2.43%) 90.99K
Increased by +3.77%
Mar 31, 26
11 Nuveen Asset Management, LLC 2.05M (2.06%) 1.04M
Increased by +50.86%
Dec 31, 24
12 Balyasny Asset Management LLC 2.01M (2.02%) 1.78M
Increased by +88.84%
Dec 31, 25
13 Marshall Wace Asset Management Ltd 1.92M (1.93%) 1.92M
Increased by +100.00%
Mar 31, 26
14 State Street Corp 1.89M (1.91%) 31.08K
Increased by +1.64%
Mar 31, 26
15 Citadel Advisors Llc 1.89M (1.90%) 946.38K
Increased by +50.15%
Mar 31, 26
16 Vanguard Portfolio Management, LLC 1.73M (1.74%) 1.73M
Increased by +100.00%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 1.53M (1.54%) -217.24K
Decreased by -14.17%
Mar 31, 26
18 AQR Capital Management LLC 1.45M (1.45%) 1.37M
Increased by +94.77%
Mar 31, 26
19 Acadian Asset Management LLC 1.43M (1.44%) 1.38M
Increased by +96.56%
Mar 31, 25
20 Ameriprise Financial Inc 1.42M (1.42%) 15.80K
Increased by +1.12%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Strategic Advisers Small-Mid Cap 4.25M (4.27%) 318.23K
Increased by +7.50%
Jul 31, 24
2 Strategic Advisers U.S. Total Stock{mg} 3.77M (3.79%) -177.50K
Decreased by -4.71%
Sep 30, 24
3 Strategic Advisers® Small-Mid Cap 3.50M (3.52%) 0.00
Increased by 0.00%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 2.99M (3.00%) 0.00
Increased by 0.00%
Apr 30, 26
5 Meridian Contrarian Legacy 2.55M (2.56%) 0.00
Increased by 0.00%
Mar 31, 26
6 iShares Russell 2000 ETF 2.23M (2.25%) 20.64K
Increased by +0.92%
May 29, 26
7 Vanguard US Total Market Shares ETF 2.02M (2.03%) 0.00
Increased by 0.00%
Sep 30, 24
8 Strategic Advisers U.S. Total Stock 1.59M (1.60%) -70.89K
Decreased by -4.46%
Apr 30, 26
9 Bridge Builder Small/Mid Cap Growth 1.38M (1.39%) -347.48K
Decreased by -25.20%
Aug 31, 25
10 CREF Stock R1 1.28M (1.29%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Consumer Staples ETF 1.18M (1.19%) -1.72K
Decreased by -0.15%
Apr 30, 26
12 Vanguard Institutional Extnd Mkt Idx Tr 1.13M (1.13%) 0.00
Increased by 0.00%
Apr 30, 26
13 Portolan Select 1.10M (1.11%) 105.42K
Increased by +9.58%
Dec 31, 24
14 Columbia Small Cap Value Discovery Fund 1.05M (1.06%) 47.50K
Increased by +4.51%
Mar 31, 26
15 Columbia Small Cap Value Discv A 1.05M (1.06%) 0.00
Increased by 0.00%
Apr 30, 26
16 Victory RS Small Cap Growth A 1.01M (1.01%) 55.64K
Increased by +5.52%
Jun 30, 25
17 Victory RS Small Cap Growth CIT T 1.01M (1.01%) 55.64K
Increased by +5.52%
Jun 30, 25
18 Victory RS Small Cap Growth CIT N 951.51K (0.96%) 458.75K
Increased by +48.21%
Mar 31, 25
19 Fidelity Small Cap Index 916.63K (0.92%) 20.65K
Increased by +2.25%
Mar 31, 26
20 Fidelity Enhanced Small Cap Core ETF 871.92K (0.88%) 2.21K
Increased by +0.25%
May 29, 26