Funds holding Biote Corp
ISIN US0906831039 · United States
- Fund holders
- 53
- Of which ETFs
- 9 44 other funds
- Value held
- ≈ 4.3M $ 4.2M $ · 30K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 829,704 | 1.6M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 248,630 | 469.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 165,086 | 371.4K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 145,167 | 290.3K $ | 0.00 % | as of May 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 124,373 | 279.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 112,555 | 225.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 99,434 | 187.9K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 69,285 | 130.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 59,034 | 132.8K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 40,289 | 80.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 35,000 | 66.2K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 34,899 | 69.8K $ | 0.00 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 30,368 | 57.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 19,805 | 39.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 15,617 | 31.2K $ | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 12,979 | 24.5K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 11,859 | 23.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 11,440 | 21.6K $ | as of Jun 30, 2026 ↗ | |
| SMALL CAP EQUITY FUND GuideStone Funds | 9,479 | 17.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 8,616 | 16.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,400 | 16.8K $ | 0.00 % | as of May 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 7,045 | 13.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 6,659 | 12.6K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,001 | 11.3K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 4,500 | 10.1K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 4,170 | 7.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 3,668 | 6.9K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 3,542 | 6.7K $ | as of Jun 30, 2026 ↗ | |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,342 | 4.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 1,879 | 3.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,340 | 2.7K $ | 0.00 % | as of May 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 1,281 | 2.4K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 1,266 | 2.4K $ | as of Jun 30, 2026 ↗ | |
| ProShares UltraPro Russell2000 ProShares Trust | 1,054 | 2.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| ProShares Ultra Russell2000 ProShares Trust | 1,047 | 2.1K $ | 0.00 % | as of May 31, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 1,000 | 2K $ | 0.00 % | as of May 31, 2026 ↗ |
| NVIT Small Cap Value Fund Nationwide Variable Insurance Trust | 851 | 1.6K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 778 | 1.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 339 | 640.7 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 338 | 638.8 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 230 | 434.7 $ | as of Jun 30, 2026 ↗ | |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 172 | 325.1 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 144 | 272.2 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 136 | 306 $ | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 80 | 151.2 $ | as of Jun 30, 2026 ↗ | |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 68 | 128.5 $ | as of Jun 30, 2026 ↗ | |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 67 | 126.6 $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 48 | 90.7 $ | as of Jun 30, 2026 ↗ | |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 45 | 85.1 $ | as of Jun 30, 2026 ↗ | |
| ProShares Hedge Replication ETF ProShares Trust | 27 | 54 $ | 0.00 % | as of May 31, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 16 | 30.2 $ | as of Jun 30, 2026 ↗ | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 16 $ | 0.00 % | as of May 31, 2026 ↗ |
| GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / NOAX GLOBAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 30K € | 1.77 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / NOAX GLOBAL ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 1.77 % | as of Dec 31, 2025 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.04 % | as of Jun 30, 2026 ↗ |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 0.03 % | as of Jun 30, 2026 ↗ |
| Clearwater Select Equity Fund Clearwater Investment Trust | 0.03 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 0.01 % | as of Jun 30, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 0.00 % | as of Jul 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 0.00 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 0.00 % | as of Jul 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 52 | -39 | 2,142,160 | -46.3 % |
| 2026Q2 | 91 | -7 | 3,988,797 | -2.1 % |
| 2026Q1 | 98 | -5 | 4,076,365 | -3.3 % |
| 2025Q4 | 103 | -2 | 4,217,074 | -6.2 % |
| 2025Q3 | 105 | -2 | 4,495,491 | -7.0 % |
| 2025Q2 | 107 | -2 | 4,834,953 | -12.5 % |
| 2025Q1 | 109 | +2 | 5,527,153 | -0.6 % |
| 2024Q4 | 107 | +9 | 5,562,860 | +21.4 % |
| 2024Q3 | 98 | +13 | 4,584,020 | +29.3 % |
| 2024Q2 | 85 | -3 | 3,544,754 | -5.8 % |
| 2024Q1 | 88 | +1 | 3,764,601 | +10.0 % |
| 2023Q4 | 87 | 3,421,942 |
Institutional managers
80 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| 325 CAPITAL LLC | 4,548,127 | 6.1M $ | as of Mar 31, 2026 |
| Bandera Partners LLC | 2,065,482 | 2.8M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,739,244 | 2.3M $ | as of Mar 31, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | 697,855 | 938 $ | as of Mar 31, 2026 |
| STATE STREET CORP | 646,954 | 873.4K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 615,662 | 831.3K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 543,494 | 733.6K $ | as of Mar 31, 2026 |
| GLOBEFLEX CAPITAL L P | 272,400 | 367.7K $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 269,113 | 363.3K $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 265,916 | 359K $ | as of Mar 31, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | 250,019 | 337.5K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 188,200 | 254.1K $ | as of Mar 31, 2026 |
| STRS OHIO | 166,300 | 224.5K $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 151,049 | 203.9K $ | as of Mar 31, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 101,947 | 137.6K $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 100,609 | 135.8K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 69,673 | 94.1K $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 64,965 | 87.7K $ | as of Mar 31, 2026 |
| Man Group plc | 64,823 | 87.5K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 58,846 | 79.4K $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 53,659 | 72.4K $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 53,358 | 72K $ | as of Mar 31, 2026 |
| LAZARD ASSET MANAGEMENT LLC | 48,943 | 66.1K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 46,728 | 61.7K $ | as of Mar 31, 2026 |
| GDS Wealth Management | 42,789 | 57.8K $ | as of Mar 31, 2026 |
Declared shareholders of Biote Corp
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| AGARWAL AMIT MOHAN | 8.40 % | 2,400,000 | as of Sep 10, 2026 · SCHEDULE 13G |
| BlackRock, Inc. | 1.20 % | 359,732 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Biote Corp". https://titelia.com/en/stocks/biote-corp-US0906831039