Funds holding Calix Inc
328 funds declare a position · 81 ETFs and 247 other funds · 1.4B $ · US13100M5094
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 3,620,938 | 177.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,903,001 | 93.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND | 1,542,826 | 79.9M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,477,300 | 72.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,361,602 | 66.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Congress Small Cap Growth Fund Professionally Managed Portfolios | 895,000 | 39M $ | 2.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 760,886 | 37.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 674,089 | 33M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS | 623,486 | 32.3M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Harbor Small Cap Growth Fund HARBOR FUNDS | 623,619 | 27.2M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 545,665 | 26.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 596,292 | 26M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares Cybersecurity and Tech ETF iShares Trust | 595,524 | 25.9M $ | 3.49 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 520,348 | 25.5M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 490,940 | 24.1M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | 470,353 | 23M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 467,358 | 22.9M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| AB Discovery Value Fund AB TRUST | 419,481 | 21.7M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 406,116 | 21M $ | 0.37 % | as of Feb 27, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 375,581 | 18.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. AB SUSTAINABLE GLOBAL THEMATIC FUND, INC. | 382,110 | 16.6M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 315,006 | 16.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Artisan International Small-Mid Fund Artisan Partners Funds Inc. | 330,252 | 16.2M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 318,209 | 15.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 298,795 | 15.5M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 297,721 | 15.4M $ | 0.34 % | as of Feb 27, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 292,204 | 15.1M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Telecom ETF SPDR SERIES TRUST | 273,739 | 13.4M $ | 3.21 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 232,539 | 12M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 246,284 | 10.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 207,075 | 10.7M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 210,307 | 9.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 207,136 | 9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Defiance Connective Technologies ETF ETF Series Solutions | 175,329 | 8.6M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST | 188,066 | 8.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 187,552 | 8.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 142,392 | 7M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 137,451 | 6.7M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC | 150,084 | 6.5M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 126,460 | 6.2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST | 125,000 | 6.1M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 138,624 | 6M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 113,541 | 5.9M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 132,099 | 5.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap Information Technology ETF Invesco Exchange-Traded Fund Trust II | 104,867 | 5.4M $ | 1.49 % | as of Feb 28, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 120,406 | 5.2M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 96,061 | 5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 95,999 | 5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 100,293 | 4.9M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 98,545 | 4.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 97,670 | 4.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 96,136 | 4.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | 95,895 | 4.7M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 89,363 | 4.6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 93,429 | 4.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 103,933 | 4.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 90,519 | 4.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST | 100,001 | 4.4M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| Counterpoint Quantitative Equity ETF NORTHERN LIGHTS FUND TRUST III | 85,456 | 4.2M $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 93,722 | 4.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Digital Infrastructure and Real Estate ETF iShares Trust | 81,145 | 4M $ | 2.39 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 76,950 | 3.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 75,862 | 3.7M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 71,562 | 3.7M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 67,318 | 3.5M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 77,031 | 3.4M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 71,601 | 3.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 62,928 | 3.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 70,160 | 3.1M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Small Cap Stock Trust John Hancock Variable Insurance Trust | 61,630 | 3M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| AB Small Cap Value Portfolio AB CAP FUND, INC. | 58,085 | 3M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 68,625 | 3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 60,697 | 3M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 65,804 | 2.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 55,288 | 2.9M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 63,886 | 2.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 62,191 | 2.7M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 61,544 | 2.7M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Rockefeller US Small Cap Core Fund Trust for Professional Managers | 51,656 | 2.7M $ | 2.74 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 58,384 | 2.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 51,300 | 2.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Portfolio Bernstein Fund Inc | 46,147 | 2.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 45,853 | 2.2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 44,154 | 2.2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| AB Sustainable Global Thematic Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 44,060 | 2.2M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 42,580 | 2.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 47,406 | 2.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 40,867 | 2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 40,431 | 2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 40,257 | 2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 45,018 | 2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 39,443 | 1.9M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 38,792 | 1.9M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 41,181 | 1.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 33,956 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 32,672 | 1.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 32,381 | 1.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 33,140 | 1.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 33,126 | 1.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Thompson LargeCap Fund Thompson IM Funds, Inc. | 30,925 | 1.6M $ | 0.77 % | as of Feb 28, 2026 · Original filing |
| iShares Expanded Tech Sector ETF iShares Trust | 31,616 | 1.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 35,354 | 1.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 29,450 | 1.5M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 30,951 | 1.5M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 30,248 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 28,545 | 1.5M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 28,480 | 1.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 28,433 | 1.4M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 27,718 | 1.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 31,170 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 30,884 | 1.3M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust | 25,427 | 1.3M $ | 1.51 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 29,951 | 1.3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 26,553 | 1.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 24,241 | 1.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 28,264 | 1.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND | 24,025 | 1.2M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| Clearwater Select Equity Fund Clearwater Investment Trust | 23,407 | 1.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 26,100 | 1.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 21,099 | 1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 21,053 | 1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST | 23,626 | 1M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 20,900 | 1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 23,259 | 1M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 20,636 | 1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 22,976 | 1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 22,641 | 986.2K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 20,020 | 980.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 18,932 | 980.1K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 19,435 | 952.1K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 21,631 | 942.2K $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Information Technology Sector Fund JNL Series Trust | 19,012 | 931.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 21,220 | 924.3K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 20,782 | 905.3K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 17,948 | 879.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 19,484 | 848.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SGI Small Cap Core Fund RBB Fund, Inc. | 16,328 | 845.3K $ | 0.69 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 17,050 | 835.3K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 16,849 | 825.4K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 18,890 | 822.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 16,783 | 822.2K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 16,506 | 808.6K $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 18,543 | 807.7K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 16,454 | 806.1K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 16,444 | 805.6K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 15,504 | 759.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Thompson MidCap Fund Thompson IM Funds, Inc. | 13,915 | 720.4K $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 14,694 | 719.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 15,683 | 683.2K $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 13,472 | 660K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 12,729 | 659K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 15,105 | 658K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Gotham Absolute Return Fund FundVantage Trust | 13,363 | 654.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 13,200 | 646.7K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 14,684 | 639.6K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Buffalo Early Stage Growth Fund Buffalo Funds | 12,845 | 629.3K $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 12,124 | 594K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 11,954 | 585.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 11,108 | 544.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 10,902 | 534.1K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 10,517 | 515.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 9,745 | 504.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 9,672 | 500.7K $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 9,300 | 481.5K $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II | 9,644 | 472.5K $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 9,105 | 471.4K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 10,821 | 471.4K $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 9,183 | 449.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 10,218 | 445.1K $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 8,214 | 425.2K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 8,655 | 424K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Penn Series SMID Cap Value Fund Penn Series Funds Inc | 8,650 | 423.8K $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 9,708 | 422.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 8,455 | 414.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 8,419 | 412.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Muirfield Fund Meeder Funds | 8,278 | 405.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 8,164 | 400K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 7,712 | 399.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 9,132 | 397.8K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| YORKTOWN SMALL CAP FUND American Pension Investors Trust | 9,000 | 392K $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 7,962 | 390.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 7,867 | 385.4K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Pacer Data and Digital Revolution ETF Pacer Funds Trust | 8,784 | 382.6K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| JNL/AB Sustainable Global Thematic Fund JNL Series Trust | 7,751 | 379.7K $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 7,416 | 363.3K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7,340 | 359.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 7,291 | 357.2K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 7,143 | 349.9K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| AQR Small Cap Momentum Style Fund AQR Funds | 7,126 | 349.1K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 7,098 | 347.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 6,902 | 338.1K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 6,564 | 321.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 6,530 | 319.9K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 6,812 | 296.7K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 5,978 | 292.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,600 | 289.9K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 5,890 | 288.6K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,542 | 285K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 5,805 | 284.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 6,504 | 283.3K $ | 0.08 % | as of Apr 30, 2026 · Original filing |