Funds holding Appfolio Inc
350 funds declare a position · 99 ETFs and 251 other funds · 1.5B $· 11.3M SEK· 2.3M € · US03783C1009
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 201 | Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 2,090 | 371.5K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 202 | ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust | 2,012 | 317.5K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 203 | LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,994 | 314.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 204 | EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 1,965 | 310.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 205 | YORKTOWN SMALL CAP FUND American Pension Investors Trust | 1,950 | 325.8K $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| 206 | Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 1,934 | 323.2K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 207 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,895 | 299.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 208 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 1,830 | 325.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 209 | T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,812 | 286K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 210 | Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 1,811 | 302.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 211 | Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 1,798 | 319.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 212 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,797 | 319.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 213 | SFT Index 400 Mid-Cap Fund Securian Funds Trust | 1,794 | 283.1K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 214 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 1,777 | 280.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 215 | Barrons 400 ETF ALPS ETF TRUST | 1,763 | 313.4K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 216 | iShares MSCI World Small-Cap ETF iShares Trust | 1,750 | 311.1K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 217 | Inspire 500 ETF Northern Lights Fund Trust IV | 1,679 | 298.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 218 | EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 1,577 | 248.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 219 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,551 | 244.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 220 | FlexShares US Quality Low Volatility Index Fund FlexShares Trust | 1,547 | 258.5K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 221 | GuideMark Large Cap Core Fund GPS Funds I | 1,525 | 240.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 222 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 1,503 | 237.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 223 | NAA MID GROWTH FUND New Age Alpha Funds Trust | 1,499 | 236.6K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 224 | Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 1,465 | 244.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 225 | Systematic Core Fund VALIC Co I | 1,409 | 250.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 226 | Inspire Global Hope ETF Northern Lights Fund Trust IV | 1,400 | 248.9K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 227 | First Trust SMID Growth Strength ETF First Trust Exchange-Traded Fund VI | 1,387 | 218.9K $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| 228 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,384 | 231.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 229 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,377 | 230.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 230 | Multi-Asset Absolute Return Fund John Hancock Funds II | 1,374 | 244.2K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 231 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,314 | 219.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 232 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,296 | 216.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 233 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,195 | 199.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 234 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 1,195 | 188.6K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 235 | BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | 1,104 | 174.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 236 | T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 1,100 | 195.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 237 | Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,098 | 173.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 238 | Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 1,070 | 178.8K $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| 239 | Hoya Capital Housing ETF ETF Series Solutions | 1,033 | 183.6K $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| 240 | Avantis U.S. Equity ETF American Century ETF Trust | 1,030 | 183.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 241 | iShares Dow Jones U.S. ETF iShares Trust | 1,029 | 171.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 242 | iShares Morningstar Small-Cap ETF iShares Trust | 1,002 | 167.4K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 243 | Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 998 | 157.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 244 | Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 968 | 152.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 245 | Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 961 | 151.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 246 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 937 | 166.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 247 | Multimanager Technology Portfolio EQ Advisors Trust | 909 | 143.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 248 | Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 836 | 148.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 249 | S&P MidCap Index Fund SHELTON FUNDS | 824 | 146.5K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 250 | PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 790 | 124.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 251 | ProShares Ultra MidCap400 ProShares Trust | 769 | 136.7K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 252 | Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 758 | 134.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 253 | Nordea Stabil Nordea Funds Ab | 754 | 1.1M SEK | 0.09 % | as of Mar 31, 2026 · Original filing |
| 254 | LargeCap Growth Fund I Principal Funds, Inc | 746 | 124.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 255 | AQR Alternative Risk Premia Fund AQR Funds | 745 | 117.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 256 | Virtus Small-Cap Fund Virtus Investment Trust | 740 | 116.8K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 257 | SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 708 | 111.7K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 258 | SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 700 | 124.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 259 | SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 691 | 115.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 260 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 687 | 122.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 261 | Small Company Growth Portfolio Wilshire Mutual Funds Inc | 640 | 101K $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 262 | ETC 6 Meridian Quality Growth ETF EXCHANGE TRADED CONCEPTS TRUST | 635 | 112.9K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 263 | Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 602 | 100.6K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 264 | Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 600 | 94.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 265 | Motley Fool Next Index ETF RBB Fund, Inc. | 553 | 98.3K $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| 266 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 553 | 87.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 267 | VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 543 | 85.7K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 268 | PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 535 | 84.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 269 | Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 505 | 79.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 270 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 500 | 78.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 271 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 499 | 78.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 272 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 491 | 77.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 273 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 480 | 75.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 274 | S&P MidCap 400 Pure Growth Fund Rydex Variable Trust | 450 | 71K $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| 275 | AVIP Fidelity Institutional AM Equity Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 450 | 71K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 276 | Motley Fool Capital Efficiency 100 Index ETF RBB Fund, Inc. | 439 | 78K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| 277 | AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 431 | 68K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 278 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 429 | 67.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 279 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 425 | 67.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 280 | Wilmington Global Alpha Equities Fund Wilmington Funds | 411 | 68.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 281 | Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust | 404 | 67.5K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 282 | SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 400 | 63.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 283 | Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 366 | 65.1K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 284 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 363 | 57.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 285 | Column Mid Cap Fund Trust for Professional Managers | 358 | 63.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 286 | Growth Fund VALIC Co I | 356 | 63.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 287 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 348 | 54.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 288 | GuideMark Small/Mid Cap Core Fund GPS Funds I | 344 | 54.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 289 | Growth Equity Index Fund GuideStone Funds | 340 | 53.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 290 | Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 336 | 59.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 291 | Small Company Fund American Century Quantitative Equity Funds, Inc. | 324 | 51.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 292 | Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 322 | 57.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 293 | Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 312 | 49.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 294 | Guardian Large Cap Fundamental Growth VIP Fund Guardian Variable Products Trust | 309 | 48.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 295 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 306 | 48.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 296 | The U.S. Equity Portfolio HC Capital Trust | 289 | 45.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 297 | Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 282 | 50.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 298 | MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 282 | 44.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 299 | NYLI U.S. Large Cap R&D Leaders ETF New York Life Investments ETF Trust | 280 | 46.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 300 | Calvert Global Small-Cap Equity Fund Calvert Management Series | 277 | 43.7K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
Institutional managers
388 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 2,547,098 | 402M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 1,505,882 | 237.7M $ | as of Mar 31, 2026 |
| Ashe Capital Management, LP | 1,047,915 | 165.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 721,657 | 113.9M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 643,231 | 101.5M $ | as of Mar 31, 2026 |
| Nellore Capital Management LLC | 636,302 | 100.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 506,289 | 79.9M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 454,463 | 71.7M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 384,529 | 60.7M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 367,128 | 57.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 345,603 | 54.5M $ | as of Mar 31, 2026 |
| Keenan Capital, LLC | 334,557 | 52.8M $ | as of Mar 31, 2026 |
| Caledonia (Private) Investments Pty Ltd | 328,277 | 51.8M $ | as of Mar 31, 2026 |
| DF DENT & CO INC | 320,512 | 50.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 307,290 | 48.5M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 296,627 | 46.8M $ | as of Mar 31, 2026 |
| Greenstone Partners & Co., LLC | 273,497 | 43.2M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 266,145 | 42M $ | as of Mar 31, 2026 |
| GILDER GAGNON HOWE & CO LLC | 265,330 | 41.9M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 227,280 | 35.9M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 220,357 | 34.8M $ | as of Mar 31, 2026 |
| Lead Edge Capital Management, LLC | 210,260 | 33.2M $ | as of Mar 31, 2026 |
| LONG WALK MANAGEMENT LP | 204,500 | 32.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 164,642 | 26M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 159,724 | 25.2M $ | as of Mar 31, 2026 |