Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DTOX 3.21%
2 FDLS 1.71%
3 DWAS 0.42%
4 NXTE 0.33%
5 ISMD 0.21%
6 FESM 0.14%
7 GSSC 0.11%
8 VFMO 0.09%
9 IWC 0.06%
10 AVSC 0.06%
11 RFLR 0.05%
12 VFQY 0.04%
13 VDC 0.03%
14 RSSL 0.02%
15 DFAS 0.02%
16 UWM 0.02%
17 URTY 0.01%
18 VTWV 0.01%
19 VTWG 0.01%
20 VTWO 0.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Institutional Venture Management XIII, LLC 10.47M (10.30%) 0.00
Increased by 0.00%
Sep 30, 23
2 Catterton Management Company, L.L.C 9.35M (9.19%) -2.82M
Decreased by -30.15%
Sep 30, 24
3 BlackRock Inc 6.49M (6.38%) 210.06K
Increased by +3.24%
Sep 30, 25
4 Vanguard Group Inc 6.37M (6.27%) 1.06M
Increased by +16.65%
Dec 31, 25
5 Portolan Capital Management, LLC 4.80M (4.72%) -2.12M
Decreased by -44.21%
Dec 31, 25
6 Mak Capital One LLC 3.53M (3.47%) 3.53M
Increased by +100.00%
Dec 31, 25
7 Divisadero Street Capital Management, LP 2.83M (2.78%) -591.22K
Decreased by -20.89%
Mar 31, 25
8 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 2.55M (2.51%) -451.00K
Decreased by -17.70%
Dec 31, 25
9 Geode Capital Management, LLC 2.32M (2.28%) 28.58K
Increased by +1.23%
Dec 31, 25
10 Nuveen Asset Management, LLC 2.05M (2.01%) 1.04M
Increased by +50.86%
Dec 31, 24
11 Balyasny Asset Management LLC 2.01M (1.97%) 1.78M
Increased by +88.84%
Dec 31, 25
12 State Street Corp 1.75M (1.72%) 99.84K
Increased by +5.69%
Sep 30, 25
13 Dimensional Fund Advisors, Inc. 1.75M (1.72%) -509.27K
Decreased by -29.10%
Dec 31, 25
14 Acadian Asset Management LLC 1.43M (1.40%) 1.38M
Increased by +96.56%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.27M (1.25%) -678.45K
Decreased by -53.56%
Sep 30, 25
16 Qube Research & Technologies 1.23M (1.21%) -45.16K
Decreased by -3.66%
Jun 30, 25
17 Ameriprise Financial Inc 1.23M (1.21%) 350.86K
Increased by +28.50%
Sep 30, 25
18 D. E. Shaw & Co LP 1.20M (1.18%) -133.21K
Decreased by -11.06%
Jun 30, 25
19 JPMorgan Chase & Co 1.18M (1.17%) -24.64K
Decreased by -2.08%
Mar 31, 25
20 Goldman Sachs Group Inc 1.06M (1.05%) 163.38K
Increased by +15.35%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Strategic Advisers Small-Mid Cap 4.25M (4.17%) 318.23K
Increased by +7.50%
Jul 31, 24
2 Strategic Advisers U.S. Total Stock{mg} 3.77M (3.71%) -177.50K
Decreased by -4.71%
Sep 30, 24
3 Strategic Advisers® Small-Mid Cap 3.50M (3.44%) 0.00
Increased by 0.00%
Oct 31, 23
4 Vanguard Total Stock Mkt Idx Inv 2.99M (2.94%) 0.00
Increased by 0.00%
Feb 28, 26
5 Meridian Contrarian Legacy 2.55M (2.51%) -451.00K
Decreased by -17.70%
Dec 31, 25
6 iShares Russell 2000 ETF 2.27M (2.23%) 604.56K
Increased by +26.64%
Feb 28, 26
7 Strategic Advisers U.S. Total Stock 2.05M (2.01%) -812.71K
Decreased by -39.66%
Jan 31, 26
8 Vanguard US Total Market Shares ETF 2.02M (1.99%) 0.00
Increased by 0.00%
Sep 30, 24
9 Bridge Builder Small/Mid Cap Growth 1.38M (1.36%) -347.48K
Decreased by -25.20%
Aug 31, 25
10 CREF Stock R1 1.28M (1.26%) 0.00
Increased by 0.00%
Feb 28, 25
11 Vanguard Consumer Staples ETF 1.16M (1.14%) 13.76K
Increased by +1.19%
Feb 28, 26
12 Portolan Select 1.10M (1.08%) 105.42K
Increased by +9.58%
Dec 31, 24
13 Vanguard Institutional Extnd Mkt Idx Tr 1.07M (1.05%) 0.00
Increased by 0.00%
Feb 28, 26
14 Columbia Small Cap Value Discv A 1.04M (1.02%) 22.00K
Increased by +2.12%
Feb 28, 26
15 Victory RS Small Cap Growth A 1.01M (0.99%) 55.64K
Increased by +5.52%
Jun 30, 25
16 Victory RS Small Cap Growth CIT T 1.01M (0.99%) 55.64K
Increased by +5.52%
Jun 30, 25
17 Columbia Small Cap Value Discovery Fund 1.01M (0.99%) 249.14K
Increased by +24.76%
Dec 31, 25
18 Victory RS Small Cap Growth CIT N 951.51K (0.94%) 458.75K
Increased by +48.21%
Mar 31, 25
19 Fidelity Small Cap Index 912.84K (0.90%) -34.72K
Decreased by -3.80%
Dec 31, 25
20 Fidelity Enhanced Small Cap ETF 770.31K (0.76%) 0.00
Increased by 0.00%
Feb 27, 26