Funds holding Columbia Banking System Inc
430 funds declare a position · 106 ETFs and 324 other funds · 4.1B $ · US1972361026
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 9,780,973 | 268.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 9,233,540 | 262.7M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 9,363,366 | 256.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,814,472 | 186.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 5,913,284 | 162.2M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 4,051,217 | 119.9M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 4,339,600 | 119M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,663,206 | 108.4M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 3,766,020 | 107.1M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| Franklin Small Cap Value Fund Franklin Value Investors Trust | 3,602,689 | 106.6M $ | 2.61 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,296,339 | 90.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund American Century Capital Portfolios, Inc. | 2,925,000 | 80.2M $ | 2.53 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 2,776,549 | 76.2M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | 2,248,349 | 61.7M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 2,242,281 | 61.5M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 2,186,687 | 60M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 2,017,109 | 55.3M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| Nomura Small Cap Value Fund Delaware Group Equity Funds V | 1,849,101 | 52.6M $ | 1.44 % | as of Feb 27, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,714,405 | 50.7M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,572,491 | 44.7M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 1,487,330 | 44M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 1,448,995 | 42.9M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 1,452,083 | 41.3M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 1,500,727 | 41.2M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 1,442,941 | 39.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) | 1,421,055 | 39M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 1,346,483 | 36.9M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,151,542 | 34.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 1,189,003 | 32.6M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 1,127,654 | 32.1M $ | 1.17 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,083,305 | 32.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,115,474 | 30.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 1,093,047 | 30M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust | 1,071,236 | 29.4M $ | 2.55 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 987,018 | 29.2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 1,063,800 | 29.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JNL/Newton Equity Income Fund JNL Series Trust | 1,003,343 | 27.5M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| Nomura VIP Small Cap Value Series Delaware VIP Trust | 927,283 | 25.4M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 922,843 | 25.3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 830,267 | 24.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 809,022 | 23M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 728,993 | 20.7M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 747,315 | 20.5M $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 679,377 | 20.1M $ | 1.70 % | as of Apr 30, 2026 · Original filing |
| First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 722,812 | 19.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 674,606 | 18.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 602,015 | 17.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 558,599 | 15.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 499,726 | 14.2M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Regional Bank Fund John Hancock Investment Trust II | 468,281 | 13.9M $ | 1.59 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 476,113 | 13.1M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 455,350 | 13M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 470,650 | 12.9M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 463,529 | 12.7M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 443,961 | 12.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 454,041 | 12.5M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust | 412,960 | 12.2M $ | 1.67 % | as of Apr 30, 2026 · Original filing |
| Global Shareholder Yield Fund John Hancock Funds III | 439,569 | 12.1M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 420,116 | 11.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Vaughan Nelson Small Cap Fund Natixis Funds Trust I | 413,485 | 11.3M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 390,011 | 10.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Financial Industries Fund John Hancock Investment Trust II | 347,653 | 10.3M $ | 3.83 % | as of Apr 30, 2026 · Original filing |
| NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 336,642 | 10M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 361,092 | 9.9M $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| MFS Core Equity Fund MFS SERIES TRUST I | 344,576 | 9.8M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Columbia Select Small Cap Value Fund Columbia Funds Series Trust II | 344,573 | 9.8M $ | 2.45 % | as of Feb 28, 2026 · Original filing |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 357,259 | 9.8M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 352,804 | 9.7M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS | 324,682 | 8.9M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 324,258 | 8.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 322,540 | 8.8M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 294,803 | 8.4M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 282,410 | 8.4M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | 303,718 | 8.3M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 278,486 | 8.2M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 297,270 | 8.2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST | 267,193 | 7.9M $ | 2.68 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 275,800 | 7.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 275,211 | 7.5M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 264,314 | 7.5M $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 247,491 | 7.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 267,039 | 7.3M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 240,343 | 7.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 257,331 | 7.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 246,422 | 7M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| Nomura Opportunity Fund Delaware Group Equity Funds IV | 251,700 | 6.9M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 232,402 | 6.9M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust | 246,126 | 6.8M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 242,152 | 6.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 220,380 | 6.5M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 228,436 | 6.5M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 217,729 | 6.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 231,963 | 6.4M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 220,569 | 6.3M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| NYLI Epoch Global Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 195,231 | 5.8M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 210,596 | 5.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 209,948 | 5.8M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 194,329 | 5.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 193,570 | 5.7M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 202,611 | 5.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust | 184,276 | 5.5M $ | 2.45 % | as of Apr 30, 2026 · Original filing |
| Mid Value Fund John Hancock Funds II | 189,438 | 5.4M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 176,994 | 5.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 185,993 | 5.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 172,276 | 5.1M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Clearwater Select Equity Fund Clearwater Investment Trust | 184,244 | 5.1M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 183,060 | 5M $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 172,467 | 4.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 172,418 | 4.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 172,347 | 4.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 164,376 | 4.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 176,321 | 4.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 161,225 | 4.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 160,341 | 4.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. | 171,736 | 4.7M $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 165,418 | 4.7M $ | 0.73 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. | 162,857 | 4.6M $ | 1.19 % | as of Feb 28, 2026 · Original filing |
| Financial Industries Trust John Hancock Variable Insurance Trust | 168,542 | 4.6M $ | 3.80 % | as of Mar 31, 2026 · Original filing |
| NYLI Income Builder Fund NEW YORK LIFE INVESTMENTS FUNDS | 154,784 | 4.6M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 154,514 | 4.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 166,165 | 4.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 159,245 | 4.5M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 161,120 | 4.4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 160,537 | 4.4M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 158,661 | 4.4M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 142,190 | 4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | 143,723 | 3.9M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 143,087 | 3.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 140,854 | 3.9M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 134,878 | 3.8M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Mutual Funds | 128,927 | 3.8M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 138,344 | 3.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 137,768 | 3.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 137,405 | 3.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 133,706 | 3.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 125,734 | 3.6M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 124,862 | 3.6M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust | 129,319 | 3.5M $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 119,820 | 3.5M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 118,953 | 3.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 116,779 | 3.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SBH SMALL CAP VALUE FUND Segall Bryant & Hamill Trust | 125,616 | 3.4M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 124,618 | 3.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 115,037 | 3.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 113,016 | 3.3M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 111,041 | 3.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 114,996 | 3.3M $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 115,669 | 3.2M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 113,105 | 3.1M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 108,787 | 3.1M $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 108,253 | 3.1M $ | 1.20 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 103,963 | 3.1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 111,366 | 3.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 102,379 | 3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 109,628 | 3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 108,800 | 3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 107,946 | 3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| Hennessy Small Cap Financial Fund Hennessy Funds Trust | 100,000 | 3M $ | 4.09 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 99,270 | 2.9M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 102,775 | 2.9M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 97,313 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 104,933 | 2.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 102,971 | 2.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 102,924 | 2.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 100,259 | 2.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 92,853 | 2.7M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Small Cap Dividend Fund American Century Capital Portfolios, Inc. | 100,168 | 2.7M $ | 2.76 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 100,090 | 2.7M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 99,082 | 2.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 91,436 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid Value Trust John Hancock Variable Insurance Trust | 93,958 | 2.6M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 86,583 | 2.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 85,250 | 2.5M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 88,643 | 2.5M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II | 89,848 | 2.5M $ | 2.20 % | as of Mar 31, 2026 · Original filing |
| LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 87,062 | 2.4M $ | 2.40 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 86,518 | 2.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Global Dividend ETF SPDR INDEX SHARES FUNDS | 86,464 | 2.4M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 85,805 | 2.4M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 79,127 | 2.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 84,447 | 2.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust | 80,470 | 2.3M $ | 2.10 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 82,732 | 2.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Pzena Small Cap Value Fund Advisors Series Trust | 79,194 | 2.3M $ | 2.37 % | as of Feb 28, 2026 · Original filing |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 81,947 | 2.2M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II | 81,666 | 2.2M $ | 1.81 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Income Builder Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 81,583 | 2.2M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 78,566 | 2.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Small Company Value Trust John Hancock Variable Insurance Trust | 79,996 | 2.2M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc | 77,539 | 2.1M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| Sterling Capital Small Cap Value Fund Sterling Capital Funds | 77,529 | 2.1M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 76,529 | 2.1M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 70,375 | 2.1M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 72,115 | 2.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| AMG GW&K Small Cap Value Fund AMG Funds | 74,425 | 2M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust | 71,260 | 2M $ | 1.24 % | as of Feb 28, 2026 · Original filing |
| Carillon Chartwell Small Cap Fund Carillon Series Trust | 72,724 | 2M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 72,500 | 2M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 71,456 | 2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 67,766 | 1.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |