Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTOX 3.21%
2 FDLS 1.71%
3 NXTE 0.53%
4 DWAS 0.42%
5 ISMD 0.22%
6 FESM 0.14%
7 IWC 0.12%
8 GSSC 0.11%
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 VTWV 0.02%
16 VTWO 0.02%
17 VTWG 0.02%
18 IWN 0.02%
19 UWM 0.02%
20 IWM 0.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Institutional Venture Management XIII, LLC 10.47M (10.99%) 0.00
Increased by 0.00%
Sep 30, 23
2 Catterton Management Company, L.L.C 9.35M (9.81%) -2.82M
Decreased by -30.15%
Sep 30, 24
3 BlackRock Inc 5.73M (6.01%) -548.14K
Decreased by -9.56%
Mar 31, 25
4 Portolan Capital Management, LLC 5.52M (5.79%) 160.21K
Increased by +2.90%
Mar 31, 25
5 Vanguard Group Inc 5.21M (5.46%) 61.30K
Increased by +1.18%
Mar 31, 25
6 Renaissance Technologies Corp 3.71M (3.89%) 1.34M
Increased by +36.02%
Mar 31, 25
7 Victory Capital Management Inc. 3.07M (3.22%) 1.53M
Increased by +49.69%
Mar 31, 25
8 Divisadero Street Capital Management, LP 2.83M (2.97%) -591.22K
Decreased by -20.89%
Mar 31, 25
9 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.68M (2.82%) 135.00K
Increased by +5.03%
Mar 31, 25
10 Citadel Advisors Llc 2.28M (2.39%) 1.64M
Increased by +72.07%
Mar 31, 25
11 Nuveen, LLC 2.25M (2.36%) 2.25M
Increased by +100.00%
Mar 31, 25
12 Nuveen Asset Management, LLC 2.05M (2.15%) 1.04M
Increased by +50.86%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 2.03M (2.13%) 422.04K
Increased by +20.77%
Mar 31, 25
14 Millennium Management LLC 1.94M (2.03%) 272.76K
Increased by +14.08%
Mar 31, 25
15 Geode Capital Management, LLC 1.87M (1.96%) 46.57K
Increased by +2.49%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 1.77M (1.86%) 373.65K
Increased by +21.11%
Mar 31, 25
17 State Street Corp 1.63M (1.71%) 40.80K
Increased by +2.50%
Mar 31, 25
18 Marshall Wace Asset Management Ltd 1.47M (1.54%) -200.19K
Decreased by -13.61%
Jun 30, 24
19 Acadian Asset Management LLC 1.43M (1.50%) 1.38M
Increased by +96.56%
Mar 31, 25
20 D. E. Shaw & Co LP 1.34M (1.40%) -1.06M
Decreased by -79.26%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Strategic Advisers Small-Mid Cap 4.25M (4.45%) 318.23K
Increased by +7.50%
Jul 31, 24
2 Strategic Advisers U.S. Total Stock{mg} 3.77M (3.96%) -177.50K
Decreased by -4.71%
Sep 30, 24
3 Strategic Advisers® Small-Mid Cap 3.50M (3.67%) 0.00
Increased by 0.00%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 2.89M (3.03%) 0.00
Increased by 0.00%
May 31, 25
5 Meridian Contrarian Legacy 2.68M (2.82%) 135.00K
Increased by +5.03%
Mar 31, 25
6 iShares Russell 2000 ETF 2.34M (2.46%) 16.28K
Increased by +0.69%
Jun 30, 25
7 Vanguard US Total Market Shares ETF 2.02M (2.12%) 0.00
Increased by 0.00%
Sep 30, 24
8 Bridge Builder Small/Mid Cap Growth 1.86M (1.95%) 2.86K
Increased by +0.15%
Jun 30, 25
9 Strategic Advisers U.S. Total Stock 1.43M (1.50%) -219.61K
Decreased by -15.40%
May 31, 25
10 CREF Stock R1 1.28M (1.35%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.14M (1.19%) 9.12K
Increased by +0.80%
May 31, 25
12 Portolan Select 1.10M (1.15%) 105.42K
Increased by +9.58%
Dec 31, 24
13 Victory RS Small Cap Growth A 1.01M (1.06%) 55.64K
Increased by +5.52%
Jun 30, 25
14 Victory RS Small Cap Growth CIT T 1.01M (1.06%) 55.64K
Increased by +5.52%
Jun 30, 25
15 Victory RS Small Cap Growth CIT N 951.51K (1.00%) 458.75K
Increased by +48.21%
Mar 31, 25
16 Fidelity Small Cap Index 831.92K (0.87%) 8.01K
Increased by +0.96%
Apr 30, 25
17 Allspring Select SMID Cap Equity 652.56K (0.68%) -43.70K
Decreased by -6.70%
Sep 30, 23
18 Invesco Dorsey Wright SmallCap Momt ETF 568.02K (0.60%) -4.06K
Decreased by -0.72%
Mar 31, 25
19 Nuveen Quant Small Cap Equity R6 566.08K (0.59%) 5.71K
Increased by +1.01%
May 31, 25
20 Columbia Small Cap Value I 497.81K (0.52%) 29.20K
Increased by +5.87%
Mar 31, 25