Funds holding Axogen Inc
217 funds declare a position · 49 ETFs and 168 other funds · 511.2M $ · US05463X1063
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,679,483 | 55.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,178,564 | 39M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 580,595 | 25.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 520,800 | 22.5M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 477,584 | 20.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 558,537 | 18.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 365,000 | 15.8M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST | 471,755 | 15.6M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 339,259 | 14.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Wasatch Micro Cap Fund WASATCH FUNDS TRUST | 417,906 | 13.8M $ | 2.47 % | as of Mar 31, 2026 · Original filing |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 307,257 | 13.3M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 394,435 | 13.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 385,310 | 12.8M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 365,728 | 12.1M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 326,374 | 10.8M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Meridian Growth Fund Meridian Fund Inc | 304,210 | 10.1M $ | 2.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 238,482 | 7.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST | 238,447 | 7.9M $ | 2.47 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 240,950 | 7.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Meridian Small Cap Growth Fund Meridian Fund Inc | 215,942 | 7.2M $ | 3.04 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Medical Devices ETF iShares Trust | 215,500 | 7.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 223,228 | 7.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 220,192 | 7M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds | 198,605 | 6.6M $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 201,965 | 6.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 140,989 | 6.1M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| Calamos Timpani Small Cap Growth Fund CALAMOS INVESTMENT TRUST/IL | 117,282 | 5.1M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 105,992 | 4.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 102,724 | 4.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 133,449 | 4.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 138,420 | 4.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 121,750 | 4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 83,821 | 3.6M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 100,054 | 3.3M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 74,360 | 3.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Royce Smaller-Companies Growth Fund ROYCE FUND | 85,000 | 2.8M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 86,619 | 2.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 77,561 | 2.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 57,638 | 2.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 73,354 | 2.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF SPDR SERIES TRUST | 72,834 | 2.4M $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS | 66,240 | 2.2M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 68,275 | 2.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 61,932 | 2.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 60,979 | 2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 42,404 | 1.8M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ROBO Global Healthcare Technology and Innovation ETF EXCHANGE TRADED CONCEPTS TRUST | 38,954 | 1.7M $ | 3.16 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 50,364 | 1.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Keeley Small Cap Fund Teton Westwood Funds | 50,000 | 1.7M $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| Invesco Dorsey Wright Healthcare Momentum ETF Invesco Exchange-Traded Fund Trust | 38,310 | 1.7M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 33,957 | 1.5M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 44,074 | 1.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 43,858 | 1.4M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 40,534 | 1.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL | 30,321 | 1.3M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 40,750 | 1.3M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 29,494 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 28,543 | 1.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 36,717 | 1.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Driehaus Micro Cap Growth Fund Driehaus Mutual Funds | 36,489 | 1.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 26,915 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 25,796 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 31,600 | 1M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Total Equity Fund Old Westbury Funds Inc | 23,800 | 1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 30,540 | 1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 30,200 | 1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 29,009 | 961.1K $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 28,434 | 942K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ALGER HEALTH SCIENCES FUND ALGER FUNDS | 21,642 | 934.9K $ | 1.54 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 21,500 | 928.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 20,925 | 904K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 27,014 | 895K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 26,438 | 875.9K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 26,492 | 840.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 25,831 | 819.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST | 24,271 | 804.1K $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 24,068 | 797.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 17,667 | 763.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 22,777 | 754.6K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 22,576 | 747.9K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 22,224 | 736.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Perkins Discovery Fund World Funds Trust | 35,000 | 707.6K $ | 12.20 % | as of Mar 31, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 20,516 | 679.7K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 14,865 | 642.2K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 14,552 | 628.6K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 18,220 | 578.1K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 13,144 | 567.8K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 17,100 | 566.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 17,568 | 557.4K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 16,821 | 557.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 16,580 | 549.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | 16,565 | 548.8K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 15,599 | 516.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 16,217 | 514.6K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 15,094 | 500.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 14,996 | 475.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 14,199 | 470.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 13,977 | 463.1K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,618 | 451.2K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 12,572 | 416.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 9,268 | 400.4K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| CapForce IBD Breakout Opportunities ETF Capital Force ETF Trust | 8,533 | 368.6K $ | 2.32 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 11,092 | 367.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 8,153 | 352.2K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 10,524 | 348.7K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 10,284 | 340.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 10,213 | 338.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 7,788 | 336.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 7,543 | 325.9K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 9,506 | 314.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 9,189 | 304.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| YORKTOWN GROWTH FUND American Pension Investors Trust | 7,000 | 302.4K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 9,054 | 300K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Calamos Timpani SMID Growth Fund CALAMOS INVESTMENT TRUST/IL | 6,919 | 298.9K $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 8,930 | 295.9K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 8,757 | 290.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 8,735 | 289.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 8,672 | 287.3K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 5,825 | 251.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 7,348 | 243.4K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,585 | 240.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 7,519 | 238.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Columbia Integrated Small Cap Growth Fund Columbia Funds Series Trust II | 7,334 | 232.7K $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 6,947 | 230.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 6,756 | 223.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 6,518 | 215.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 6,514 | 215.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 4,992 | 215.7K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 6,692 | 212.3K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 6,675 | 211.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 6,345 | 210.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 5,858 | 194.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| RiverPark/Next Century Growth Fund RiverPark Funds Trust | 5,695 | 188.7K $ | 2.25 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,673 | 187.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| AQR Small Cap Momentum Style Fund AQR Funds | 5,492 | 181.9K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II | 5,400 | 178.9K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 5,022 | 166.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 3,825 | 165.2K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,761 | 157.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| LISANTI SMALL CAP GROWTH FUND FORUM FUNDS | 4,620 | 153.1K $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| Wasatch Global Small Cap Value Fund WASATCH FUNDS TRUST | 4,288 | 142.1K $ | 2.09 % | as of Mar 31, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 3,020 | 130.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,952 | 127.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,915 | 125.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 3,875 | 123K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 3,702 | 122.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares Neuroscience and Healthcare ETF iShares Trust | 2,800 | 121K $ | 2.34 % | as of Apr 30, 2026 · Original filing |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 3,581 | 118.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,715 | 117.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 3,472 | 115K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,608 | 114.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 3,375 | 111.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,359 | 111.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 3,237 | 107.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 3,168 | 105K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 3,082 | 102.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,071 | 101.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 2,995 | 99.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,876 | 95.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| First Trust Multi-Manager Small Cap Opportunities ETF First Trust Exchange-Traded Fund VIII | 2,863 | 90.8K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 2,726 | 90.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,712 | 89.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,077 | 89.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,643 | 87.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 2,752 | 87.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 2,737 | 86.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Avantis Total Equity Markets ETF American Century ETF Trust | 2,654 | 84.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Eventide Small Cap ETF Strategy Shares | 1,814 | 78.4K $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Clearwater Select Equity Fund Clearwater Investment Trust | 2,271 | 75.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco NASDAQ Future Gen 200 ETF Invesco Exchange-Traded Fund Trust II | 2,311 | 73.3K $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 2,047 | 67.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,927 | 61.1K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,842 | 61K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,893 | 60.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 1,800 | 59.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,694 | 56.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 1,749 | 55.5K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,275 | 55.1K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,611 | 53.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds | 1,602 | 53.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 1,103 | 47.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 1,400 | 46.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,064 | 46K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,200 | 39.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 911 | 39.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 894 | 38.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,103 | 36.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 821 | 35.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,046 | 34.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST | 786 | 34K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,009 | 33.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 958 | 30.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST | 792 | 26.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 742 | 24.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ULTRA SMALL CAP PROFUND ProFunds | 545 | 23.5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 560 | 18.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Putnam VT Global Asset Allocation Fund Putnam Variable Trust | 518 | 17.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 507 | 16.8K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 507 | 16.8K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Gabelli Global Mini Mites Fund GAMCO Global Series Funds, Inc | 500 | 16.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |