Funds holding CVB Financial Corp
268 funds declare a position · 71 ETFs and 197 other funds · 1.3B $ · US1266001056
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 7,649,275 | 148.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,035,616 | 78.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 3,968,204 | 76.3M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 3,175,859 | 61.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,966,368 | 57.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,152,155 | 43.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,890,712 | 36.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 1,664,802 | 33.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS | 1,680,737 | 32.6M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 1,654,004 | 32.1M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 1,500,500 | 30.6M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 1,424,956 | 27.6M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,417,366 | 27.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 1,291,404 | 24.8M $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,195,175 | 24.3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 1,243,803 | 24.1M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 1,151,911 | 22.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 1,094,100 | 22.3M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 1,076,758 | 21.9M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 1,107,962 | 21.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 848,869 | 17.3M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 884,800 | 17M $ | 0.77 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 821,938 | 16.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 802,485 | 15.6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 686,498 | 14M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 654,094 | 13.3M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 653,790 | 13.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 677,595 | 13.1M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 642,454 | 13.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 641,500 | 13.1M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 679,088 | 13.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 667,355 | 12.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Regional Bank Fund John Hancock Investment Trust II | 615,297 | 12.5M $ | 1.43 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 647,720 | 12.5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 625,041 | 12M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Victory Integrity Small-Cap Value Fund Victory Portfolios | 574,000 | 11.1M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 529,245 | 10.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 436,691 | 8.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 440,892 | 8.5M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 404,511 | 8.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 418,958 | 8.1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 368,111 | 7.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Victory Market Neutral Income Fund Victory Portfolios II | 363,129 | 7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 361,452 | 7M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 331,430 | 6.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 300,243 | 5.8M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 299,040 | 5.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 282,888 | 5.4M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 235,288 | 4.8M $ | 1.80 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 228,714 | 4.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 239,917 | 4.6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 218,582 | 4.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 204,128 | 4.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 207,781 | 4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 204,698 | 3.9M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 190,182 | 3.9M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 198,240 | 3.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 196,501 | 3.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 178,649 | 3.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 188,504 | 3.6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 173,532 | 3.5M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 160,496 | 3.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 141,260 | 2.9M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 143,111 | 2.8M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 133,562 | 2.7M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 131,364 | 2.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 131,101 | 2.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 133,707 | 2.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 122,900 | 2.5M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 120,662 | 2.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 107,413 | 2.2M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 104,477 | 2.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 103,850 | 2.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 108,723 | 2.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 100,973 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 102,602 | 2M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 96,610 | 1.9M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Victory Small Cap Stock Fund Victory Portfolios III | 91,000 | 1.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Small Cap Value Fund Northern Funds | 94,945 | 1.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 92,956 | 1.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 92,918 | 1.8M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 89,759 | 1.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 88,964 | 1.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 89,252 | 1.7M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 83,118 | 1.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 86,295 | 1.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 85,059 | 1.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 85,050 | 1.6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 82,200 | 1.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 72,807 | 1.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 76,087 | 1.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 75,205 | 1.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 69,281 | 1.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 71,668 | 1.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI | 71,438 | 1.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 65,898 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 68,188 | 1.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 64,228 | 1.3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 67,088 | 1.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 63,839 | 1.3M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 61,088 | 1.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 61,881 | 1.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 57,079 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 59,096 | 1.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 55,570 | 1.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 54,721 | 1.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 53,046 | 1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 51,509 | 990.5K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 46,740 | 952.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 47,879 | 928.4K $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 44,994 | 916.5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 44,743 | 911.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 46,965 | 910.7K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 47,205 | 907.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Old Westbury Total Equity Fund Old Westbury Funds Inc | 43,144 | 878.8K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 44,624 | 865.3K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 44,600 | 864.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 42,038 | 856.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 43,602 | 845.4K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 43,059 | 828K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 40,875 | 792.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 38,752 | 789.4K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 39,364 | 763.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 38,940 | 755K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 38,084 | 738.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 36,507 | 707.9K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 35,368 | 680.1K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 34,996 | 678.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 33,191 | 676.1K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 33,491 | 649.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 32,832 | 636.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 33,028 | 635.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 29,900 | 575K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 28,013 | 570.6K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 26,693 | 543.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Carillon Chartwell Small Cap Value Fund Carillon Series Trust | 27,668 | 536.5K $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 26,609 | 515.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 25,516 | 494.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Small Cap Dividend Fund American Century Capital Portfolios, Inc. | 25,369 | 491.9K $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 24,773 | 480.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 22,749 | 463.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 23,621 | 458K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 22,399 | 456.3K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 23,203 | 449.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 22,764 | 437.8K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 22,500 | 436.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 21,928 | 425.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III | 21,575 | 418.3K $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 20,700 | 401.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 20,664 | 400.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 20,646 | 397K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| WBI Power Factor High Dividend ETF Absolute Shares Trust | 20,437 | 396.3K $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 19,359 | 394.3K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 18,982 | 386.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 19,305 | 374.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 19,279 | 370.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 17,904 | 364.7K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 18,011 | 349.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 16,791 | 342K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 17,144 | 332.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 16,009 | 310.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 15,766 | 305.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 15,708 | 304.6K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 15,667 | 301.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 15,489 | 300.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 14,929 | 289.5K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 14,610 | 283.3K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 14,582 | 282.7K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 13,571 | 276.4K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 14,375 | 276.4K $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 13,926 | 270K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 12,823 | 261.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 13,166 | 255.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 11,739 | 239.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Clearwater Select Equity Fund Clearwater Investment Trust | 12,000 | 232.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 12,051 | 231.7K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,830 | 229.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 11,228 | 228.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 11,639 | 225.7K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 11,610 | 225.1K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 11,555 | 224.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 11,491 | 222.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 11,524 | 221.6K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 11,125 | 215.7K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 11,138 | 214.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 10,660 | 205K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 10,549 | 204.5K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 10,614 | 204.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 9,822 | 200.1K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 9,729 | 188.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 9,248 | 188.4K $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 8,909 | 181.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 8,870 | 172K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 8,493 | 164.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,489 | 164.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 8,093 | 155.6K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 8,066 | 155.1K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 7,925 | 153.7K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 7,821 | 150.4K $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 6,840 | 139.3K $ | 0.05 % | as of Apr 30, 2026 · Original filing |