Funds holding Covista Inc
365 funds declare a position · 97 ETFs and 268 other funds · 2.1B $ · US00737L1035
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 | 2,072,143 | 238.8M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,044,662 | 120.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Ariel Fund Ariel Investment Trust | 855,192 | 98.6M $ | 3.85 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 835,748 | 96.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 807,026 | 93M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 755,506 | 87.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 551,187 | 63.5M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 481,354 | 55.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 384,853 | 44.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Putnam Small Cap Growth Fund Putnam Funds Trust | 360,130 | 41.5M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 358,389 | 41.3M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 337,037 | 38.8M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 318,723 | 36.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 312,293 | 36M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 297,734 | 34.3M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 278,859 | 32.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 275,616 | 31.8M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 264,753 | 30.5M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 259,438 | 29.9M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 243,396 | 28M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 230,548 | 26.6M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 257,029 | 25.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 218,254 | 25.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 217,961 | 25.1M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 214,610 | 24.7M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| Fidelity International Small Cap Fund Fidelity Investment Trust | 182,400 | 21M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 182,062 | 21M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 181,881 | 21M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 195,874 | 19.2M $ | 1.59 % | as of Feb 28, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 190,075 | 18.6M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 177,878 | 17.4M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 176,427 | 17.3M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust | 136,827 | 15.8M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 127,947 | 14.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 145,869 | 14.3M $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 141,800 | 13.9M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 111,249 | 12.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 124,686 | 12.2M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| MFS New Discovery Fund MFS SERIES TRUST I | 122,109 | 12M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 99,306 | 11.4M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 91,108 | 10.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 98,913 | 9.7M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Hartford Global Impact Fund HARTFORD MUTUAL FUNDS, INC | 79,455 | 9.2M $ | 2.71 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 74,668 | 8.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 73,590 | 8.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 66,677 | 7.7M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 65,700 | 7.6M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 64,357 | 7.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| PIMCO RAE US Small Fund PIMCO Equity Series | 61,936 | 7.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 61,300 | 7.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 59,777 | 6.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 67,465 | 6.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 55,425 | 6.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 55,412 | 6.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 63,623 | 6.2M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 53,540 | 6.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 53,285 | 6.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 60,909 | 6M $ | 0.77 % | as of Feb 28, 2026 · Original filing |
| Applied Finance Explorer Fund World Funds Trust | 51,600 | 5.9M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 57,826 | 5.7M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 45,965 | 5.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 54,005 | 5.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| MFS New Discovery Series MFS VARIABLE INSURANCE TRUST | 43,957 | 5.1M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 42,620 | 4.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 42,293 | 4.9M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 40,937 | 4.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 40,747 | 4.7M $ | 1.77 % | as of Apr 30, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 40,192 | 4.6M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 39,965 | 4.6M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 45,724 | 4.5M $ | 0.10 % | as of Feb 27, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 37,664 | 4.3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 37,503 | 4.3M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 35,635 | 4.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 35,462 | 4.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 34,983 | 4M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 40,549 | 4M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 39,990 | 3.9M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 31,774 | 3.7M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 31,567 | 3.6M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 30,711 | 3.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 30,158 | 3.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 30,161 | 3.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 29,825 | 3.4M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 29,761 | 3.4M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 29,450 | 3.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 28,991 | 3.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 28,782 | 3.3M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 28,739 | 3.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 33,631 | 3.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Select Leisure Portfolio Fidelity Select Portfolios | 33,299 | 3.3M $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 32,885 | 3.2M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 27,894 | 3.2M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 32,367 | 3.2M $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| Vident U.S. Equity Strategy ETF ETF Series Solutions | 32,247 | 3.2M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 27,172 | 3.1M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 27,125 | 3.1M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 26,465 | 3.1M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 26,181 | 3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 25,928 | 3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 25,773 | 3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 25,730 | 3M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 25,206 | 2.9M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 29,637 | 2.9M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 24,770 | 2.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Leuthold Core Investment Fund Managed Portfolio Series | 24,389 | 2.8M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 24,141 | 2.8M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 23,827 | 2.7M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 23,034 | 2.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 22,717 | 2.6M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Portfolio Bernstein Fund Inc | 22,716 | 2.6M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 22,041 | 2.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 25,801 | 2.5M $ | 0.65 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 21,233 | 2.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 20,983 | 2.4M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 19,503 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 22,516 | 2.2M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,778 | 2.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 18,706 | 2.2M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 18,636 | 2.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| CANTOR FITZGERALD EQUITY OPPORTUNITY FUND Cantor Select Portfolios Trust | 18,500 | 2.1M $ | 3.17 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II | 21,118 | 2.1M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 17,957 | 2.1M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 17,882 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 17,777 | 2M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 17,769 | 2M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 17,740 | 2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 20,540 | 2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 17,197 | 2M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 15,924 | 1.8M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 15,791 | 1.8M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 15,613 | 1.8M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 15,550 | 1.8M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 15,320 | 1.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 15,236 | 1.8M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 14,984 | 1.7M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 14,900 | 1.7M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 14,797 | 1.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 14,046 | 1.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 14,000 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Boston Partners Long/Short Research Fund RBB Fund, Inc. | 15,617 | 1.5M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 15,512 | 1.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 13,071 | 1.5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 15,219 | 1.5M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 12,896 | 1.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Disciplined Value Fund American Century Quantitative Equity Funds, Inc. | 12,485 | 1.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 14,628 | 1.4M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 12,112 | 1.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 12,086 | 1.4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 12,074 | 1.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 12,017 | 1.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 11,806 | 1.4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 11,299 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 10,794 | 1.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 10,773 | 1.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 10,711 | 1.2M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 10,691 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 10,684 | 1.2M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 10,393 | 1.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 10,368 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 10,250 | 1.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 11,993 | 1.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 9,786 | 1.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,759 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 11,414 | 1.1M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 9,653 | 1.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 11,296 | 1.1M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Sit Small Cap Growth Fund SIT MUTUAL FUNDS INC | 9,475 | 1.1M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,411 | 1.1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 9,387 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco Dorsey Wright Consumer Staples Momentum ETF Invesco Exchange-Traded Fund Trust | 9,338 | 1.1M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| Leuthold Select Industries ETF Managed Portfolio Series | 9,258 | 1.1M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 9,166 | 1.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,568 | 1M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 8,889 | 1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 8,536 | 983.5K $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III | 8,432 | 971.8K $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 8,199 | 944.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 8,104 | 934K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 7,222 | 832.1K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Clearwater Select Equity Fund Clearwater Investment Trust | 6,958 | 801.9K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,881 | 793K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES | 6,840 | 788.3K $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 7,959 | 780K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 6,726 | 775.2K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Virtus Small-Cap Fund Virtus Investment Trust | 6,477 | 746.5K $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Optimize Strategy Index ETF Advisor Managed Portfolios | 6,279 | 723.7K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,276 | 723.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 7,283 | 713.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 6,170 | 711.1K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Gotham 1000 Value ETF Tidal Trust I | 6,139 | 707.5K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 5,851 | 674.2K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | 5,569 | 641.8K $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,338 | 615K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 5,200 | 599.1K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Consumer Staples Sector Fund JNL Series Trust | 5,175 | 596.4K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 6,001 | 588.1K $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 5,902 | 578.4K $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | 4,847 | 558.6K $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,775 | 550.3K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Putnam VT Small Cap Growth Fund Putnam Variable Trust | 4,752 | 547.7K $ | 1.47 % | as of Mar 31, 2026 · Original filing |