Titelia

Funds holding Badger Meter Inc

363 funds declare a position · 114 ETFs and 249 other funds · 2.2B $ · US0565251081

Funds report on different dates: each line carries its own. The 200 largest lines are shown.

FundSharesValueWeight
iShares Core S&P Small-Cap ETF iShares Trust 1,769,704269.6M $0.29 %as of Mar 31, 2026 · Original filing
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 918,771140M $0.01 %as of Mar 31, 2026 · Original filing
VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND 737,277112.4M $0.09 %as of Feb 28, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 724,618110.4M $0.15 %as of Mar 31, 2026 · Original filing
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 672,851102.5M $0.06 %as of Mar 31, 2026 · Original filing
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 376,13857.3M $0.15 %as of Mar 31, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 328,82650.1M $0.06 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 298,58945.5M $0.22 %as of Mar 31, 2026 · Original filing
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 275,56742M $0.42 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 266,75240.6M $0.29 %as of Mar 31, 2026 · Original filing
First Trust Water ETF First Trust Exchange-Traded Fund 256,74039.1M $2.20 %as of Mar 31, 2026 · Original filing
iShares S&P Small-Cap 600 Growth ETF iShares Trust 254,25938.7M $0.60 %as of Mar 31, 2026 · Original filing
JPMorgan Small Cap Equity Fund JPMorgan Trust I 253,19638.6M $1.35 %as of Mar 31, 2026 · Original filing
Invesco Water Resources ETF Invesco Exchange-Traded Fund Trust 306,54937.1M $1.78 %as of Apr 30, 2026 · Original filing
iShares Russell 2000 Growth ETF iShares Trust 242,00536.9M $0.30 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 293,53335.5M $0.11 %as of Apr 30, 2026 · Original filing
Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS 208,36531.8M $0.37 %as of Feb 28, 2026 · Original filing
Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS 202,80330.9M $0.25 %as of Feb 28, 2026 · Original filing
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 195,18329.7M $0.31 %as of Mar 31, 2026 · Original filing
Calvert Small Cap Fund Calvert Impact Fund, Inc. 175,65126.8M $1.76 %as of Mar 31, 2026 · Original filing
BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 165,00025.1M $1.54 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 155,46923.7M $0.60 %as of Mar 31, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 153,91623.5M $0.06 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 147,09022.4M $0.15 %as of Feb 28, 2026 · Original filing
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 142,75921.8M $0.10 %as of Feb 28, 2026 · Original filing
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 132,28220.2M $0.25 %as of Mar 31, 2026 · Original filing
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 165,48220M $0.02 %as of Apr 30, 2026 · Original filing
Rockefeller U.S. Small-Mid Cap ETF Tidal Trust III 162,45019.6M $2.61 %as of Apr 30, 2026 · Original filing
Franklin Small Cap Growth Fund Franklin Strategic Series 151,85918.4M $0.75 %as of Apr 30, 2026 · Original filing
GMO Small Cap Quality Fund GMO TRUST 116,07717.7M $2.57 %as of Feb 28, 2026 · Original filing
Boston Trust Walden Small Cap Fund Boston Trust Walden Funds 106,07216.2M $1.63 %as of Mar 31, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 130,98315.8M $0.08 %as of Apr 30, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 100,98815.4M $0.28 %as of Feb 28, 2026 · Original filing
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 100,50015.3M $0.84 %as of Mar 31, 2026 · Original filing
Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) 94,70514.4M $0.65 %as of Mar 31, 2026 · Original filing
Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. 91,20013.9M $1.79 %as of Mar 31, 2026 · Original filing
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 85,04113M $0.01 %as of Feb 28, 2026 · Original filing
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 85,00012.9M $0.33 %as of Mar 31, 2026 · Original filing
CONESTOGA SMALL CAP FUND Conestoga Funds 83,70012.8M $0.57 %as of Mar 31, 2026 · Original filing
Invesco S&P Global Water Index ETF Invesco Exchange-Traded Fund Trust II 97,46411.8M $1.14 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 96,31611.6M $0.08 %as of Apr 30, 2026 · Original filing
ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST 71,26810.9M $1.16 %as of Feb 28, 2026 · Original filing
Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST 86,99510.5M $0.06 %as of Apr 30, 2026 · Original filing
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 68,59810.5M $0.01 %as of Feb 28, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 55,1818.4M $0.01 %as of Feb 28, 2026 · Original filing
Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds 51,6067.9M $2.44 %as of Mar 31, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 64,9657.9M $0.11 %as of Apr 30, 2026 · Original filing
Invesco S&P SmallCap Information Technology ETF Invesco Exchange-Traded Fund Trust II 51,2417.8M $2.14 %as of Feb 28, 2026 · Original filing
Boston Trust SMID Cap Fund Boston Trust Walden Funds 50,3307.7M $1.10 %as of Mar 31, 2026 · Original filing
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 62,8387.6M $0.08 %as of Apr 30, 2026 · Original filing
Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 49,8287.6M $0.65 %as of Mar 31, 2026 · Original filing
Calvert Global Water Fund Calvert Impact Fund, Inc. 49,4687.5M $1.39 %as of Mar 31, 2026 · Original filing
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 62,2207.5M $0.40 %as of Apr 30, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 48,1767.3M $0.15 %as of Mar 31, 2026 · Original filing
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 46,9087.2M $0.28 %as of Feb 28, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 58,1737M $0.09 %as of Apr 30, 2026 · Original filing
JNL Small Cap Index Fund JNL Series Trust 45,5326.9M $0.29 %as of Mar 31, 2026 · Original filing
Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust 45,0596.9M $0.56 %as of Feb 28, 2026 · Original filing
Virtus KAR Small-Cap Value Fund Virtus Equity Trust 45,0346.9M $1.14 %as of Mar 31, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 43,7066.7M $0.01 %as of Feb 28, 2026 · Original filing
Virtus Duff & Phelps Water Fund Virtus Strategy Trust 43,1036.6M $1.28 %as of Mar 31, 2026 · Original filing
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 41,1316.3M $0.98 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 40,0116.1M $0.26 %as of Mar 31, 2026 · Original filing
ProShares S&P Technology Dividend Aristocrats ETF ProShares Trust 38,9675.9M $2.30 %as of Feb 28, 2026 · Original filing
Victory RS Small Cap Growth Fund Victory Portfolios 38,6705.9M $1.77 %as of Mar 31, 2026 · Original filing
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 36,4165.5M $0.31 %as of Mar 31, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 35,9815.5M $0.01 %as of Mar 31, 2026 · Original filing
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 34,9445.3M $0.27 %as of Mar 31, 2026 · Original filing
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 33,1255M $0.77 %as of Feb 28, 2026 · Original filing
Small-Cap Growth Portfolio PACIFIC SELECT FUND 33,1165M $1.14 %as of Mar 31, 2026 · Original filing
BlackRock Advantage Small Cap Core Fund BlackRock Funds 33,0775M $0.11 %as of Feb 27, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 32,8945M $0.56 %as of Feb 28, 2026 · Original filing
Congress SMid Growth ETF Professionally Managed Portfolios 39,1744.7M $1.09 %as of Apr 30, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 30,9884.7M $0.14 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 30,7424.7M $0.13 %as of Mar 31, 2026 · Original filing
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 38,5584.7M $0.63 %as of Apr 30, 2026 · Original filing
Needham Small Cap Growth Fund Needham Funds Inc 30,0004.6M $2.64 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 37,3954.5M $0.01 %as of Apr 30, 2026 · Original filing
Carillon Eagle Small Cap Growth Fund Carillon Series Trust 28,7414.4M $1.09 %as of Mar 31, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 35,6524.3M $0.11 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 27,1994.1M $0.29 %as of Feb 28, 2026 · Original filing
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 34,0494.1M $0.21 %as of Apr 30, 2026 · Original filing
Global X Internet of Things ETF GLOBAL X FUNDS 25,3593.9M $1.85 %as of Feb 28, 2026 · Original filing
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 25,1433.8M $0.28 %as of Mar 31, 2026 · Original filing
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 24,8353.8M $0.89 %as of Feb 28, 2026 · Original filing
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 24,7043.8M $0.04 %as of Feb 28, 2026 · Original filing
Nuveen ESG Small-Cap ETF NuShares ETF Trust 30,6463.7M $0.29 %as of Apr 30, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 29,9303.6M $0.01 %as of Apr 30, 2026 · Original filing
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 23,3683.6M $0.15 %as of Feb 28, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 29,1733.5M $0.01 %as of Apr 30, 2026 · Original filing
DF DENT SMALL CAP GROWTH FUND FORUM FUNDS 22,8633.5M $2.33 %as of Mar 31, 2026 · Original filing
Boston Trust Walden SMID Cap Fund Boston Trust Walden Funds 22,6203.4M $1.12 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 22,5683.4M $0.30 %as of Mar 31, 2026 · Original filing
iShares Core Dividend Growth ETF iShares Trust 27,6113.3M $0.01 %as of Apr 30, 2026 · Original filing
MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS 21,6383.3M $0.65 %as of Mar 31, 2026 · Original filing
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 21,2763.2M $0.29 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 26,8003.2M $0.01 %as of Apr 30, 2026 · Original filing
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 26,0043.1M $0.09 %as of Apr 30, 2026 · Original filing
Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II 20,3903.1M $0.41 %as of Mar 31, 2026 · Original filing
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 20,3673.1M $1.26 %as of Feb 28, 2026 · Original filing
Vident U.S. Equity Strategy ETF ETF Series Solutions 20,3643.1M $0.43 %as of Feb 28, 2026 · Original filing
Integrity Mid-North American Resources Fund INTEGRITY FUNDS 25,0003M $1.46 %as of Apr 30, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,7223M $0.15 %as of Mar 31, 2026 · Original filing
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 19,6703M $0.29 %as of Mar 31, 2026 · Original filing
Franklin Natural Resources Fund Franklin Strategic Series 23,7002.9M $0.53 %as of Apr 30, 2026 · Original filing
SmallCap S&P 600 Index Fund Principal Funds, Inc 23,1642.8M $0.21 %as of Apr 30, 2026 · Original filing
Calvert Small/Mid-Cap Fund Calvert Management Series 18,2052.8M $1.43 %as of Mar 31, 2026 · Original filing
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 18,1752.8M $0.07 %as of Mar 31, 2026 · Original filing
Vulcan Value Partners Small Cap Fund Elevation Series Trust 22,5152.7M $2.98 %as of Apr 30, 2026 · Original filing
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 17,8632.7M $0.26 %as of Mar 31, 2026 · Original filing
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 22,3202.7M $0.00 %as of Apr 30, 2026 · Original filing
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 17,3202.6M $0.92 %as of Mar 31, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 16,9332.6M $0.01 %as of Feb 28, 2026 · Original filing
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 21,2082.6M $0.31 %as of Apr 30, 2026 · Original filing
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 16,7542.6M $1.16 %as of Mar 31, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 16,5902.5M $0.16 %as of Mar 31, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 16,4302.5M $0.00 %as of Mar 31, 2026 · Original filing
American Century U.S. Quality Growth ETF American Century ETF Trust 15,8752.4M $0.11 %as of Feb 28, 2026 · Original filing
iShares Expanded Tech Sector ETF iShares Trust 15,2922.3M $0.03 %as of Mar 31, 2026 · Original filing
Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 19,0072.3M $0.88 %as of Apr 30, 2026 · Original filing
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 18,6232.3M $0.10 %as of Apr 30, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 18,2282.2M $0.01 %as of Apr 30, 2026 · Original filing
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 14,3102.2M $0.30 %as of Mar 31, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 14,1542.2M $0.01 %as of Mar 31, 2026 · Original filing
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 14,0962.1M $0.09 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund Northern Funds 13,6782.1M $0.15 %as of Mar 31, 2026 · Original filing
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 13,6262.1M $0.02 %as of Mar 31, 2026 · Original filing
Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust 13,2862M $1.62 %as of Mar 31, 2026 · Original filing
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 12,9032M $0.71 %as of Mar 31, 2026 · Original filing
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 12,5901.9M $0.09 %as of Mar 31, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 15,6041.9M $0.07 %as of Apr 30, 2026 · Original filing
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 12,2671.9M $0.28 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 15,3341.9M $0.01 %as of Apr 30, 2026 · Original filing
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 11,9591.8M $0.55 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund VALIC Co I 11,9321.8M $0.15 %as of Feb 28, 2026 · Original filing
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 14,6861.8M $0.21 %as of Apr 30, 2026 · Original filing
GMO Alternative Allocation Fund GMO TRUST 11,3371.7M $0.21 %as of Feb 28, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,7901.6M $0.09 %as of Mar 31, 2026 · Original filing
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 10,4391.6M $0.25 %as of Mar 31, 2026 · Original filing
Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST 13,1151.6M $0.39 %as of Apr 30, 2026 · Original filing
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 10,3211.6M $0.29 %as of Mar 31, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 10,2761.6M $0.06 %as of Mar 31, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 12,8441.6M $0.11 %as of Apr 30, 2026 · Original filing
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 10,0831.5M $0.29 %as of Mar 31, 2026 · Original filing
Parametric Equity Premium Income ETF Morgan Stanley ETF Trust 9,6371.5M $0.42 %as of Mar 31, 2026 · Original filing
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 12,0471.5M $0.07 %as of Apr 30, 2026 · Original filing
Buffalo Mid Cap Growth Fund Buffalo Funds 9,5001.4M $1.33 %as of Mar 31, 2026 · Original filing
Rockefeller US Small Cap Core Fund Trust for Professional Managers 9,4291.4M $1.47 %as of Feb 28, 2026 · Original filing
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 11,8811.4M $0.07 %as of Apr 30, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 9,3731.4M $0.15 %as of Mar 31, 2026 · Original filing
JNL/Mellon Information Technology Sector Fund JNL Series Trust 9,3331.4M $0.02 %as of Mar 31, 2026 · Original filing
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 9,0791.4M $0.04 %as of Mar 31, 2026 · Original filing
Rockefeller Climate Solutions Fund Trust for Professional Managers 9,0111.4M $1.70 %as of Feb 28, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 8,9881.4M $0.14 %as of Mar 31, 2026 · Original filing
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 11,0651.3M $0.21 %as of Apr 30, 2026 · Original filing
TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio 10,6731.3M $0.70 %as of Apr 30, 2026 · Original filing
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 10,3521.3M $0.05 %as of Apr 30, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 8,1691.2M $0.01 %as of Mar 31, 2026 · Original filing
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 8,0211.2M $0.29 %as of Mar 31, 2026 · Original filing
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 7,9831.2M $0.18 %as of Mar 31, 2026 · Original filing
MONONGAHELA ALL CAP VALUE FUND FORUM FUNDS 10,0001.2M $2.76 %as of Apr 30, 2026 · Original filing
Diversified Equity Master Portfolio Master Investment Portfolio 7,7571.2M $0.04 %as of Mar 31, 2026 · Original filing
Schwab 1000 Index Fund SCHWAB INVESTMENTS 9,6391.2M $0.01 %as of Apr 30, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 7,6471.2M $0.15 %as of Mar 31, 2026 · Original filing
Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust 7,5981.2M $0.51 %as of Feb 28, 2026 · Original filing
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 7,4461.1M $0.06 %as of Mar 31, 2026 · Original filing
RBC SMID Cap Growth Fund RBC Funds Trust 7,3931.1M $1.02 %as of Mar 31, 2026 · Original filing
Fidelity Water Sustainability Fund Fidelity Summer Street Trust 7,3691.1M $0.64 %as of Feb 28, 2026 · Original filing
iShares Morningstar Small-Cap Growth ETF iShares Trust 9,2611.1M $0.12 %as of Apr 30, 2026 · Original filing
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,3341.1M $0.13 %as of Feb 28, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 7,0671.1M $0.01 %as of Feb 28, 2026 · Original filing
ALPS Electrification Infrastructure ETF ALPS ETF TRUST 7,0631.1M $0.73 %as of Feb 28, 2026 · Original filing
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 7,0001.1M $0.09 %as of Feb 28, 2026 · Original filing
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 6,7321M $0.01 %as of Feb 28, 2026 · Original filing
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 6,6821M $0.03 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 6,555999.2K $0.04 %as of Feb 28, 2026 · Original filing
Adaptive Alpha Opportunities ETF Starboard Investment Trust 6,482988.1K $0.29 %as of Feb 28, 2026 · Original filing
iMGP Small Company Fund LITMAN GREGORY FUNDS TRUST 6,087927.4K $1.87 %as of Mar 31, 2026 · Original filing
Global X Clean Water ETF GLOBAL X FUNDS 5,989912.9K $2.21 %as of Feb 28, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 5,925902.7K $0.01 %as of Mar 31, 2026 · Original filing
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 5,834888.8K $0.15 %as of Mar 31, 2026 · Original filing
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 7,222873.2K $0.04 %as of Apr 30, 2026 · Original filing
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 5,712870.7K $0.05 %as of Feb 28, 2026 · Original filing
Small Cap Index Trust John Hancock Variable Insurance Trust 5,378819.3K $0.15 %as of Mar 31, 2026 · Original filing
MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II 5,332812.3K $0.65 %as of Mar 31, 2026 · Original filing
Nuance Mid Cap Value Fund Managed Portfolio Series 6,578795.3K $0.27 %as of Apr 30, 2026 · Original filing
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,220795.3K $0.06 %as of Mar 31, 2026 · Original filing
Invesco MSCI Sustainable Future ETF Invesco Exchange-Traded Fund Trust 6,522788.6K $0.54 %as of Apr 30, 2026 · Original filing
Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions 5,166787K $0.58 %as of Mar 31, 2026 · Original filing
SBH SMALL CAP CORE FUND Segall Bryant & Hamill Trust 5,092775.8K $0.81 %as of Mar 31, 2026 · Original filing
Kennedy Capital ESG SMID Cap Fund INVESTMENT MANAGERS SERIES TRUST II 5,002762.1K $1.05 %as of Mar 31, 2026 · Original filing
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,899746.8K $0.33 %as of Feb 28, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,865741.2K $0.10 %as of Mar 31, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,524689.6K $0.06 %as of Feb 28, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,541670K $0.01 %as of Apr 30, 2026 · Original filing
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,300655.1K $0.07 %as of Mar 31, 2026 · Original filing
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,156633.2K $0.15 %as of Mar 31, 2026 · Original filing
KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III 5,148622.4K $1.07 %as of Apr 30, 2026 · Original filing
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 4,011611.1K $0.16 %as of Mar 31, 2026 · Original filing
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 3,877590.7K $0.07 %as of Mar 31, 2026 · Original filing