Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTOX 3.21%
2 FDLS 1.79%
3 NXTE 0.83%
4 FESM 0.14%
5 IWC 0.14%
6 GSSC 0.11%
7 AVSC 0.06%
8 RFLR 0.05%
9 VTWV 0.03%
10 IWN 0.03%
11 RSSL 0.02%
12 DFAS 0.02%
13 IWM 0.02%
14 VTWG 0.02%
15 VTWO 0.02%
16 UWM 0.02%
17 IWO 0.02%
18 URTY 0.01%
19 VXF 0.01%
20 DFAC 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Institutional Venture Management XIII, LLC 10.47M (15.86%) 0.00
Increased by 0.00%
Sep 30, 23
2 Catterton Management Company, L.L.C 9.35M (14.16%) -2.82M
Decreased by -30.15%
Sep 30, 24
3 Portolan Capital Management, LLC 7.67M (11.61%) -437.01K
Decreased by -5.70%
Sep 30, 24
4 BlackRock Inc 4.98M (7.54%) 3.92M
Increased by +78.75%
Jun 30, 24
5 Vanguard Group Inc 4.10M (6.20%) 554.38K
Increased by +13.54%
Sep 30, 24
6 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.16M (4.79%) 191.55K
Increased by +6.05%
Sep 30, 24
7 Ameriprise Financial Inc 2.01M (3.05%) 4.83K
Increased by +0.24%
Sep 30, 24
8 Renaissance Technologies Corp 1.97M (2.99%) 405.60K
Increased by +20.55%
Sep 30, 24
9 Geode Capital Management, LLC 1.81M (2.74%) 66.00K
Increased by +3.64%
Sep 30, 24
10 Citadel Advisors Llc 1.52M (2.30%) 1.44M
Increased by +95.29%
Sep 30, 24
11 Marshall Wace Asset Management Ltd 1.47M (2.23%) -200.19K
Decreased by -13.61%
Jun 30, 24
12 Millennium Management LLC 1.43M (2.16%) 120.23K
Increased by +8.41%
Sep 30, 24
13 State Street Corp 1.18M (1.79%) 220.70K
Increased by +18.68%
Sep 30, 24
14 Dimensional Fund Advisors, Inc. 1.10M (1.66%) 153.81K
Increased by +14.02%
Sep 30, 24
15 STRS OHIO 1.03M (1.55%) 339.60K
Increased by +33.09%
Sep 30, 24
16 Nuveen Asset Management, LLC 1.01M (1.52%) 762.85K
Increased by +75.84%
Sep 30, 24
17 Hillsdale Investment Management Inc. 932.60K (1.41%) 932.60K
Increased by +100.00%
Mar 31, 24
18 Archon Capital Management LLC 890.89K (1.35%) -2.10M
Decreased by -235.23%
Mar 31, 24
19 Jacobs Levy Equity Management, Inc. 851.44K (1.29%) 798.38K
Increased by +93.77%
Sep 30, 24
20 AQR Capital Management LLC 830.62K (1.26%) 830.62K
Increased by +100.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Strategic Advisers Small-Mid Cap 4.25M (6.43%) 318.23K
Increased by +7.50%
Jul 31, 24
2 Strategic Advisers U.S. Total Stock{mg} 3.77M (5.71%) -177.50K
Decreased by -4.71%
Sep 30, 24
3 Strategic Advisers® Small-Mid Cap 3.50M (5.30%) 0.00
Increased by 0.00%
Oct 31, 23
4 Meridian Contrarian Legacy 3.16M (4.79%) 191.55K
Increased by +6.05%
Sep 30, 24
5 iShares Russell 2000 ETF 2.30M (3.48%) -4.80K
Decreased by -0.21%
Nov 27, 24
6 Vanguard Total Stock Mkt Idx Inv 2.16M (3.26%) 134.74K
Increased by +6.25%
Oct 31, 24
7 Columbia Small Cap Value I 1.19M (1.80%) -87.30K
Decreased by -7.34%
Sep 30, 24
8 Columbia Small Cap Value I A 1.19M (1.80%) 0.00
Increased by 0.00%
Oct 31, 24
9 Vanguard Institutional Extnd Mkt Idx Tr 1.01M (1.52%) 0.00
Increased by 0.00%
Oct 31, 24
10 CREF Stock R1 859.62K (1.30%) 296.87K
Increased by +34.54%
Aug 31, 24
11 Fidelity Small Cap Index 832.08K (1.26%) 9.65K
Increased by +1.16%
Sep 30, 24
12 Allspring Select SMID Cap Equity 652.56K (0.99%) -43.70K
Decreased by -6.70%
Sep 30, 23
13 iShares Russell 2000 Value ETF 491.38K (0.74%) 634.00
Increased by +0.13%
Nov 27, 24
14 Fidelity Extended Market Index 416.06K (0.63%) 13.85K
Increased by +3.33%
Sep 30, 24
15 Vanguard Russell 2000 ETF 372.16K (0.56%) -2.31K
Decreased by -0.62%
Oct 31, 24
16 Columbia VP Small Cap Value 1 371.00K (0.56%) -6.00K
Decreased by -1.62%
Oct 31, 24
17 iShares Russell 2000 Growth ETF 323.61K (0.49%) 0.00
Increased by 0.00%
Nov 27, 24
18 Fidelity® Extended Market Index 314.06K (0.48%) 0.00
Increased by 0.00%
Nov 30, 23
19 State St Russell Sm/Mid Cp® Indx NL Cl C 281.21K (0.43%) -16.70K
Decreased by -5.94%
Oct 31, 24
20 State St Russell Sm Cap® Indx SL Cl I 274.10K (0.42%) 0.00
Increased by 0.00%
Oct 31, 24