Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWO 1000.00%
2 IWC 1000.00%
3 IWM 1000.00%
4 IWN 1000.00%
5 ITOT 1000.00%
6 DTOX 3.21%
7 GSSC 0.05%
8 AVSC 0.02%
9 HDG 0.00%
10 VTI 0.00%
11 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Institutional Venture Management XIII, LLC 10.47M (17.51%) 0.00
Increased by 0.00%
Sep 30, 23
2 Portolan Capital Management, LLC 7.10M (11.86%) 1.27M
Increased by +17.89%
Sep 30, 23
3 Archon Capital Management LLC 3.65M (6.11%) 3.65M
Increased by +100.00%
Sep 30, 23
4 ArrowMark Colorado Holdings, LLC (ArrowMark Partners) 3.26M (5.45%) 514.93K
Increased by +15.79%
Sep 30, 23
5 Vanguard Group Inc 2.43M (4.07%) 0.00
Increased by 0.00%
Sep 30, 23
6 Ameriprise Financial Inc 2.23M (3.73%) -7.91K
Decreased by -0.35%
Sep 30, 23
7 Marshall Wace Asset Management Ltd 1.30M (2.18%) 24.80K
Increased by +1.90%
Sep 30, 23
8 Allspring Global Investments Holdings, LLC 1.12M (1.87%) -468.95K
Decreased by -41.98%
Sep 30, 23
9 GSA Capital Partners LLP 1.08M (1.80%) 217.72K
Increased by +20.18%
Sep 30, 23
10 BlackRock Inc 988.08K (1.65%) -57.76K
Decreased by -5.85%
Sep 30, 23
11 Geode Capital Management, LLC 701.75K (1.17%) 71.78K
Increased by +10.23%
Sep 30, 23
12 Harbourvest Partners, LLC 475.63K (0.80%) 0.00
Increased by 0.00%
Sep 30, 23
13 Renaissance Technologies Corp 423.30K (0.71%) -136.37K
Decreased by -32.21%
Sep 30, 23
14 Dimensional Fund Advisors, Inc. 353.44K (0.59%) -403.84K
Decreased by -114.26%
Sep 30, 23
15 Millennium Management LLC 269.74K (0.45%) -933.96K
Decreased by -346.25%
Sep 30, 23
16 Bridgeway Capital Management, LLC 262.00K (0.44%) 202.50K
Increased by +77.29%
Sep 30, 23
17 Susquehanna International Group, LLP 256.52K (0.43%) 104.97K
Increased by +40.92%
Sep 30, 23
18 Green Alpha Advisors, LLC 252.29K (0.42%) 227.29K
Increased by +90.09%
Sep 30, 23
19 AQR Capital Management LLC 214.03K (0.36%) 168.76K
Increased by +78.85%
Sep 30, 23
20 State Street Corporation 213.27K (0.36%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Strategic Advisers® Small-Mid Cap 3.50M (5.85%) 0.00
Increased by 0.00%
Oct 31, 23
2 Meridian Contrarian Legacy 3.26M (5.45%) 514.93K
Increased by +15.79%
Sep 30, 23
3 Vanguard Total Stock Mkt Idx Inv 1.54M (2.57%) 0.00
Increased by 0.00%
Nov 30, 23
4 Columbia Small Cap Value I 1.45M (2.42%) 15.50K
Increased by +1.07%
Oct 31, 23
5 Columbia Small Cap Value I A 1.45M (2.42%) 0.00
Increased by 0.00%
Nov 30, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 887.01K (1.48%) 61.90K
Increased by +6.98%
Nov 30, 23
7 Allspring Select SMID Cap Equity 652.56K (1.09%) -43.70K
Decreased by -6.70%
Sep 30, 23
8 Columbia VP Small Cap Value 1 591.02K (0.99%) 0.00
Increased by 0.00%
Nov 30, 23
9 Allspring Common Stock A 356.46K (0.60%) -296.10K
Decreased by -83.07%
Oct 31, 23
10 Fidelity® Extended Market Index 314.06K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
11 Bridgeway Ultra-Small Company Market 262.00K (0.44%) 202.50K
Increased by +77.29%
Sep 30, 23
12 Guardian Small-Mid Cap Core VIP 223.69K (0.37%) -16.25K
Decreased by -7.27%
Sep 30, 23
13 Allspring Select Small Cap Equity 194.56K (0.33%) -211.13K
Decreased by -108.51%
Sep 30, 23
14 Allspring Small Cap Inst 183.61K (0.31%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity® OTC 157.59K (0.26%) 0.00
Increased by 0.00%
Nov 30, 23
16 BlackRock Extended Mkt Composite 150.51K (0.25%) 0.00
Increased by 0.00%
Sep 30, 23
17 iShares Micro-Cap ETF 149.38K (0.25%) 0.00
Increased by 0.00%
Dec 29, 23
18 BlackRock Extended Equity Market K 131.31K (0.22%) -264.00
Decreased by -0.20%
Dec 31, 23
19 Fidelity® Total Market Index 101.27K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
20 Multi-Manager Small Cap Eq Strat Inst 101.24K (0.17%) 75.66K
Increased by +74.74%
Nov 30, 23