Funds holding Ategrity Specialty Holdings LLC
90 funds declare a position · 15 ETFs and 75 other funds · 46.9M $ · US04681Y1038
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 491,821 | 9.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 2 | T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 330,046 | 6.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 277,366 | 5.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 234,672 | 4.6M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 5 | iShares Russell 2000 ETF iShares Trust | 212,058 | 4.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 6 | Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 153,938 | 2.9M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| 7 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 90,475 | 1.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 8 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 73,088 | 1.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 9 | Buffalo Early Stage Growth Fund Buffalo Funds | 54,243 | 1.1M $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| 10 | iShares Russell 2000 Value ETF iShares Trust | 49,459 | 977.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 11 | AUER GROWTH Unified Series Trust | 37,000 | 818.4K $ | 1.13 % | as of Feb 28, 2026 · Original filing |
| 12 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 35,494 | 785.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 13 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 32,085 | 709.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 14 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 31,896 | 705.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 15 | iShares Russell 2000 Growth ETF iShares Trust | 28,175 | 557K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 16 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 20,022 | 380.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 17 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 16,065 | 355.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 18 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 14,910 | 329.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 19 | YORKTOWN GROWTH FUND American Pension Investors Trust | 14,650 | 278.4K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 20 | AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 12,800 | 253.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 21 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 10,747 | 237.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 22 | Master Small Cap Index Series Quantitative Master Series LLC | 10,681 | 211.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 23 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 10,506 | 199.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 24 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 9,670 | 191.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 25 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 6,983 | 154.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 26 | Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 7,410 | 140.8K $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 27 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 7,093 | 140.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 28 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 6,014 | 133K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 29 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 5,537 | 122.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 30 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,900 | 96.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 31 | Small Cap Index Fund Northern Funds | 4,766 | 94.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 32 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 4,703 | 93K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 33 | Global X Russell 2000 ETF GLOBAL X FUNDS | 3,968 | 75.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 34 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,598 | 71.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 35 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,909 | 64.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 36 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,200 | 63.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 37 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 3,135 | 62K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 38 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,132 | 61.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 39 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 2,880 | 56.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 40 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 2,817 | 53.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 41 | Small Cap Index Fund VALIC Co I | 2,401 | 53.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 42 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 2,625 | 51.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 43 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,202 | 48.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 44 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,407 | 47.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 45 | PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 1,900 | 37.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 46 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,898 | 36.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 47 | Small Cap Index Trust John Hancock Variable Insurance Trust | 1,743 | 34.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 48 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 1,600 | 31.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 49 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,559 | 30.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 50 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 1,351 | 29.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 51 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,441 | 27.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 52 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,274 | 25.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 53 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,100 | 21.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 54 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,078 | 20.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 55 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,005 | 19.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 56 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 879 | 17.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 57 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 865 | 17.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 58 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 629 | 13.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 59 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 687 | 13.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 60 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 600 | 11.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 61 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 598 | 11.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 62 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 585 | 11.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 63 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 538 | 10.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 64 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 525 | 10.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | ProShares Ultra Russell2000 ProShares Trust | 397 | 8.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 66 | ProShares UltraPro Russell2000 ProShares Trust | 394 | 8.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 67 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 335 | 6.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 68 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 335 | 6.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 69 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 344 | 6.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 70 | ProShares Russell 2000 High Income ETF ProShares Trust | 278 | 6.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 71 | iShares Morningstar Small-Cap ETF iShares Trust | 310 | 5.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 72 | Small-Cap Equity Portfolio PACIFIC SELECT FUND | 283 | 5.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 73 | SmallCap Growth Fund I Principal Funds, Inc | 283 | 5.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 74 | PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 267 | 5.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 75 | Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 242 | 4.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 76 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 240 | 4.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 77 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 217 | 4.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 78 | SmallCap Value Fund II Principal Funds, Inc | 187 | 3.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 79 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 100 | 2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 80 | ULTRA SMALL CAP PROFUND ProFunds | 103 | 2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 81 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 94 | 1.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 82 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 32 | 632.6 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 83 | PROFUND VP ULTRA SMALL CAP ProFunds | 31 | 612.9 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 84 | PROFUND VP SMALL CAP ProFunds | 23 | 454.7 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 85 | SMALL-CAP PROFUND ProFunds | 17 | 323 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 86 | Russell 2000 Fund Rydex Series Funds | 15 | 296.6 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 87 | Russell 2000 1.5x Strategy Fund Rydex Series Funds | 9 | 177.9 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 88 | ProShares Hedge Replication ETF ProShares Trust | 7 | 154.8 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 89 | ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 2 | 44.2 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 90 | Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 2 | 39.5 $ | 0.00 % | as of Mar 31, 2026 · Original filing |