Funds holding Advanced Energy Industries Inc
496 funds declare a position · 111 ETFs and 385 other funds · 6.7B $ · US0079731008
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 1,249,702 | 403.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,202,281 | 388M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 922,183 | 297.6M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 870,459 | 280.9M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND | 769,708 | 258.3M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Columbia Seligman Technology and Information Fund Columbia Funds Series Trust II | 752,948 | 252.7M $ | 1.24 % | as of Feb 28, 2026 · Original filing |
| Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 531,197 | 178.3M $ | 2.69 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 487,096 | 157.2M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 372,951 | 143.2M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 372,021 | 142.8M $ | 2.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 421,187 | 135.9M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 391,758 | 131.5M $ | 1.54 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust | 324,364 | 124.5M $ | 1.83 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 286,702 | 110.1M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 307,564 | 99.3M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| Harbor Small Cap Value Fund HARBOR FUNDS | 255,817 | 98.2M $ | 3.88 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 252,896 | 97.1M $ | 1.93 % | as of Apr 30, 2026 · Original filing |
| Putnam Small Cap Growth Fund Putnam Funds Trust | 285,584 | 92.2M $ | 3.40 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust | 271,100 | 87.5M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 229,522 | 74.1M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 197,500 | 66.3M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 167,459 | 64.3M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 186,883 | 62.7M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 191,980 | 62M $ | 3.79 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 183,159 | 61.5M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| MFS New Discovery Fund MFS SERIES TRUST I | 181,264 | 60.8M $ | 2.90 % | as of Feb 28, 2026 · Original filing |
| AB Small Cap Growth Portfolio AB CAP FUND, INC. | 155,274 | 59.6M $ | 2.04 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 184,386 | 59.5M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 144,265 | 55.4M $ | 1.29 % | as of Apr 30, 2026 · Original filing |
| SmallCap Fund Principal Funds, Inc | 125,100 | 48M $ | 2.28 % | as of Apr 30, 2026 · Original filing |
| Invesco Semiconductors ETF Invesco Exchange-Traded Fund Trust | 122,363 | 47M $ | 2.35 % | as of Apr 30, 2026 · Original filing |
| Invesco Technology Fund AIM Sector Funds (Invesco Sector Funds) | 117,883 | 45.3M $ | 1.77 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 125,006 | 41.9M $ | 0.92 % | as of Feb 27, 2026 · Original filing |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 106,962 | 41.1M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 106,878 | 41M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | 125,038 | 40.4M $ | 2.10 % | as of Mar 31, 2026 · Original filing |
| Invesco Small Cap Growth Fund AIM Growth Series (Invesco Growth Series) | 116,744 | 37.7M $ | 2.43 % | as of Mar 31, 2026 · Original filing |
| JNL/Invesco Small Cap Growth Fund JNL Series Trust | 116,453 | 37.6M $ | 2.42 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 105,053 | 35.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 108,817 | 35.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 106,800 | 34.5M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Columbia Seligman Global Technology Fund Columbia Funds Series Trust II | 89,139 | 34.2M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 95,600 | 32.1M $ | 1.45 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 82,710 | 31.8M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Nomura Small Cap Growth Fund IVY FUNDS | 96,104 | 31M $ | 3.15 % | as of Mar 31, 2026 · Original filing |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 88,760 | 29.8M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 92,041 | 29.7M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund John Hancock Investment Trust | 76,219 | 29.3M $ | 1.46 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 84,933 | 27.4M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST | 70,378 | 27M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 65,300 | 25.1M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 77,313 | 24.9M $ | 2.46 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 70,576 | 23.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 61,223 | 23.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| BlackRock Technology Opportunities Fund BlackRock Funds | 69,082 | 23.2M $ | 0.35 % | as of Feb 27, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 68,768 | 23.1M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 67,976 | 21.9M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 57,021 | 21.9M $ | 1.69 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 56,799 | 21.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| First Trust NASDAQ Clean Edge Green Energy Index Fund First Trust Exchange-Traded Fund | 67,306 | 21.7M $ | 3.99 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 56,432 | 21.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 56,078 | 21.5M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 54,895 | 21.1M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| MFS Core Equity Fund MFS SERIES TRUST I | 59,567 | 20M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 61,297 | 19.8M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 58,351 | 19.6M $ | 1.60 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 57,447 | 19.3M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I | 58,805 | 19M $ | 2.41 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 55,893 | 18.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 57,551 | 18.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 57,296 | 18.5M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| MFS New Discovery Series MFS VARIABLE INSURANCE TRUST | 55,529 | 17.9M $ | 2.53 % | as of Mar 31, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 46,417 | 17.8M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| Science & Technology Fund VALIC Co I | 51,768 | 17.4M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 45,076 | 17.3M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 44,950 | 17.3M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 43,500 | 16.7M $ | 1.30 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST | 42,652 | 16.4M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| Franklin Dynatech Fund Franklin Custodian Funds | 50,000 | 16.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 41,427 | 15.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| AMG GW&K Small Cap Core Fund AMG Funds | 47,870 | 15.4M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small/Mid Cap Core Fund AMG Funds | 47,563 | 15.3M $ | 2.14 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 39,952 | 15.3M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 47,504 | 15.3M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 47,037 | 15.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 46,557 | 15M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Small Cap Dynamic Growth Fund John Hancock Funds II | 44,708 | 15M $ | 2.89 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 45,670 | 14.7M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 43,787 | 14.1M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust | 40,000 | 12.9M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 39,479 | 12.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 38,086 | 12.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Tema Electrification ETF Tema ETF Trust | 35,958 | 12.1M $ | 2.73 % | as of Feb 28, 2026 · Original filing |
| Calamos Timpani Small Cap Growth Fund CALAMOS INVESTMENT TRUST/IL | 30,980 | 11.9M $ | 1.60 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 30,658 | 11.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 34,557 | 11.6M $ | 0.81 % | as of Feb 28, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 35,915 | 11.6M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 34,426 | 11.6M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 28,873 | 11.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco Dorsey Wright Industrials Momentum ETF Invesco Exchange-Traded Fund Trust | 27,292 | 10.5M $ | 2.60 % | as of Apr 30, 2026 · Original filing |
| MOA SMALL CAP GROWTH FUND MoA Funds Corp | 32,388 | 10.5M $ | 2.51 % | as of Mar 31, 2026 · Original filing |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 32,370 | 10.4M $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 32,223 | 10.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 30,939 | 10M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 25,507 | 9.8M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 29,150 | 9.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 28,825 | 9.7M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 29,900 | 9.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Neuberger Small Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 28,486 | 9.6M $ | 1.97 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Science & Technology Fund, Inc. T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC. | 29,300 | 9.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 27,833 | 9.3M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 24,232 | 9.3M $ | 1.80 % | as of Apr 30, 2026 · Original filing |
| Columbia Acorn Fund COLUMBIA ACORN TRUST | 28,789 | 9.3M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 28,674 | 9.3M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 27,867 | 9M $ | 3.55 % | as of Mar 31, 2026 · Original filing |
| First Trust Nasdaq Semiconductor ETF First Trust Exchange-Traded Fund VI | 27,830 | 9M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 27,106 | 8.7M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 27,032 | 8.7M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 22,097 | 8.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Driehaus Small Cap Growth Fund Driehaus Mutual Funds | 25,314 | 8.2M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 25,042 | 8.1M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 24,979 | 8.1M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small Cap Growth Fund AMG Funds IV | 20,580 | 7.9M $ | 3.80 % | as of Apr 30, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust | 24,000 | 7.7M $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 23,740 | 7.7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Growth Portfolio PACIFIC SELECT FUND | 23,339 | 7.5M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 19,539 | 7.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Congress Mid Cap Growth Fund Professionally Managed Portfolios | 19,325 | 7.4M $ | 1.91 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 21,733 | 7.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 21,689 | 7.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust | 21,684 | 7.3M $ | 1.72 % | as of Feb 28, 2026 · Original filing |
| Small-Company Stock Fund HOMESTEAD FUNDS INC | 22,462 | 7.2M $ | 3.64 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 21,279 | 7.1M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,599 | 7.1M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | 21,954 | 7.1M $ | 2.68 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 18,405 | 7.1M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| SA Invesco Growth Opportunities Portfolio SUNAMERICA SERIES TRUST | 18,306 | 7M $ | 2.31 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 21,261 | 6.9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 21,250 | 6.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust | 21,230 | 6.9M $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| SouthernSun Small Cap Fund ADVISORS' INNER CIRCLE III | 21,164 | 6.8M $ | 2.84 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Series LORD ABBETT RESEARCH FUND INC | 20,311 | 6.8M $ | 1.78 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 17,263 | 6.6M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 20,482 | 6.6M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 20,283 | 6.5M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 20,167 | 6.5M $ | 2.06 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 19,296 | 6.5M $ | 2.02 % | as of Feb 28, 2026 · Original filing |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 19,865 | 6.4M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| Invesco WilderHill Clean Energy ETF Invesco Exchange-Traded Fund Trust | 16,478 | 6.3M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 16,395 | 6.3M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| iShares Expanded Tech Sector ETF iShares Trust | 19,299 | 6.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 19,166 | 6.2M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 15,714 | 6M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 15,302 | 5.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 15,289 | 5.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 18,148 | 5.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 15,195 | 5.8M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios | 17,839 | 5.8M $ | 3.07 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 17,681 | 5.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 14,853 | 5.7M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 17,554 | 5.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 17,522 | 5.7M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 14,440 | 5.5M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 14,373 | 5.5M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 14,096 | 5.4M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 16,494 | 5.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 13,806 | 5.3M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 16,074 | 5.2M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 13,286 | 5.1M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 15,160 | 5.1M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| Invesco V.I. Technology Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 15,382 | 5M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| SFT Nomura Small Cap Growth Fund Securian Funds Trust | 15,365 | 5M $ | 3.12 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 12,904 | 5M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,433 | 4.7M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 12,054 | 4.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 14,327 | 4.6M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 14,244 | 4.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 14,229 | 4.6M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| SmallCap Account Principal Variable Contract Funds, Inc | 14,200 | 4.6M $ | 2.70 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 11,908 | 4.6M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 13,585 | 4.6M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 13,921 | 4.5M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 13,407 | 4.3M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 13,202 | 4.3M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Seligman Global Technology Fund Columbia Funds Variable Series Trust II | 13,159 | 4.2M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 13,054 | 4.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 12,931 | 4.2M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 12,354 | 4.1M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 10,786 | 4.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 12,810 | 4.1M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 12,700 | 4.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,624 | 4.1M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 12,620 | 4.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 12,379 | 4M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 10,400 | 4M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Main Thematic Innovation ETF Northern Lights Fund Trust IV | 10,387 | 4M $ | 1.89 % | as of Apr 30, 2026 · Original filing |
| Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 11,922 | 3.8M $ | 2.45 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 11,895 | 3.8M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 11,844 | 3.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 11,792 | 3.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |