Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTOX 3.21%
2 FDLS 1.71%
3 NXTE 0.56%
4 DWAS 0.42%
5 ISMD 0.22%
6 FESM 0.14%
7 GSSC 0.11%
8 IWC 0.10%
9 VFMO 0.10%
10 VFQY 0.06%
11 AVSC 0.06%
12 RFLR 0.05%
13 RSSL 0.02%
14 DFAS 0.02%
15 VTWO 0.02%
16 VTWV 0.02%
17 IWN 0.02%
18 UWM 0.02%
19 IWM 0.02%
20 URTY 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Institutional Venture Management XIII, LLC 10.47M (11.07%) 0.00
Increased by 0.00%
Sep 30, 23
2 Catterton Management Company, L.L.C 9.35M (9.88%) -2.82M
Decreased by -30.15%
Sep 30, 24
3 BlackRock Inc 5.73M (6.06%) -548.14K
Decreased by -9.56%
Mar 31, 25
4 Portolan Capital Management, LLC 5.52M (5.83%) 160.21K
Increased by +2.90%
Mar 31, 25
5 Vanguard Group Inc 5.21M (5.50%) 61.30K
Increased by +1.18%
Mar 31, 25
6 Renaissance Technologies Corp 3.71M (3.92%) 1.34M
Increased by +36.02%
Mar 31, 25
7 Victory Capital Management Inc. 3.07M (3.25%) 1.53M
Increased by +49.69%
Mar 31, 25
8 Divisadero Street Capital Management, LP 2.83M (2.99%) -591.22K
Decreased by -20.89%
Mar 31, 25
9 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.68M (2.84%) 135.00K
Increased by +5.03%
Mar 31, 25
10 D. E. Shaw & Co LP 2.40M (2.53%) 2.05M
Increased by +85.50%
Dec 31, 24
11 Citadel Advisors Llc 2.28M (2.41%) 1.64M
Increased by +72.07%
Mar 31, 25
12 Nuveen, LLC 2.25M (2.37%) 2.25M
Increased by +100.00%
Mar 31, 25
13 Nuveen Asset Management, LLC 2.05M (2.16%) 1.04M
Increased by +50.86%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 2.03M (2.15%) 422.04K
Increased by +20.77%
Mar 31, 25
15 Millennium Management LLC 1.94M (2.05%) 272.76K
Increased by +14.08%
Mar 31, 25
16 Geode Capital Management, LLC 1.87M (1.98%) 46.57K
Increased by +2.49%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 1.77M (1.87%) 373.65K
Increased by +21.11%
Mar 31, 25
18 State Street Corp 1.63M (1.72%) 40.80K
Increased by +2.50%
Mar 31, 25
19 Marshall Wace Asset Management Ltd 1.47M (1.55%) -200.19K
Decreased by -13.61%
Jun 30, 24
20 Acadian Asset Management LLC 1.43M (1.51%) 1.38M
Increased by +96.56%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Strategic Advisers Small-Mid Cap 4.25M (4.49%) 318.23K
Increased by +7.50%
Jul 31, 24
2 Strategic Advisers U.S. Total Stock{mg} 3.77M (3.98%) -177.50K
Decreased by -4.71%
Sep 30, 24
3 Strategic Advisers® Small-Mid Cap 3.50M (3.70%) 0.00
Increased by 0.00%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 2.89M (3.05%) 0.00
Increased by 0.00%
Apr 30, 25
5 Meridian Contrarian Legacy 2.68M (2.84%) 135.00K
Increased by +5.03%
Mar 31, 25
6 iShares Russell 2000 ETF 2.09M (2.21%) 0.00
Increased by 0.00%
May 31, 25
7 Vanguard US Total Market Shares ETF 2.02M (2.13%) 0.00
Increased by 0.00%
Sep 30, 24
8 Bridge Builder Small/Mid Cap Growth 1.86M (1.96%) -24.56K
Decreased by -1.32%
May 31, 25
9 Strategic Advisers U.S. Total Stock 1.65M (1.74%) -1.16M
Decreased by -70.35%
Apr 30, 25
10 CREF Stock R1 1.28M (1.36%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.13M (1.19%) 2.06K
Increased by +0.18%
Apr 30, 25
12 Portolan Select 1.10M (1.16%) 105.42K
Increased by +9.58%
Dec 31, 24
13 CREF Stock R3 1.00M (1.06%) -82.94K
Decreased by -8.25%
Apr 30, 25
14 Victory RS Small Cap Growth A 951.51K (1.01%) 458.75K
Increased by +48.21%
Mar 31, 25
15 Victory RS Small Cap Growth CIT N 951.51K (1.01%) 458.75K
Increased by +48.21%
Mar 31, 25
16 Victory RS Small Cap Growth CIT T 951.51K (1.01%) 458.75K
Increased by +48.21%
Mar 31, 25
17 Fidelity Small Cap Index 823.92K (0.87%) 3.91K
Increased by +0.47%
Mar 31, 25
18 Allspring Select SMID Cap Equity 652.56K (0.69%) -43.70K
Decreased by -6.70%
Sep 30, 23
19 Invesco Dorsey Wright SmallCap Momt ETF 568.02K (0.60%) -4.06K
Decreased by -0.72%
Mar 31, 25
20 Nuveen Quant Small Cap Equity R6 560.37K (0.59%) -13.94K
Decreased by -2.49%
Apr 30, 25