Funds holding Dutch Bros Inc
360 funds declare a position · 67 ETFs and 293 other funds · 3B $ · US26701L1008
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 4,205,841 | 213.1M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,034,693 | 204.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 3,700,403 | 187.5M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,929,565 | 148.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,763,055 | 94.5M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1,637,530 | 83M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| BlackRock Mid-Cap Growth Equity Portfolio BlackRock Funds | 1,472,592 | 78.9M $ | 1.33 % | as of Feb 27, 2026 · Original filing |
| Growth Fund American Century Mutual Funds, Inc. | 1,321,335 | 76M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,418,494 | 71.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. | 1,300,300 | 65.9M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 1,008,800 | 51.1M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| Fidelity Contrafund Fidelity Contrafund | 980,623 | 49.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 781,146 | 44.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 831,845 | 42.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Nomura Mid Cap Growth Fund IVY FUNDS | 764,366 | 38.7M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust | 758,945 | 38.4M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 701,051 | 37.6M $ | 1.17 % | as of Feb 28, 2026 · Original filing |
| Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 669,826 | 35.9M $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 664,921 | 35.6M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 631,739 | 33.9M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 617,752 | 33.1M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Carillon Eagle Mid Cap Growth Fund Carillon Series Trust | 651,234 | 33M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust | 573,340 | 33M $ | 1.65 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 621,154 | 31.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 516,000 | 29.7M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Harbor Small Cap Growth Fund HARBOR FUNDS | 470,460 | 27.1M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 459,704 | 26.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 494,509 | 25.1M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 427,820 | 24.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 482,900 | 24.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 478,104 | 24.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 440,814 | 22.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 431,962 | 21.9M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity Trend Fund Fidelity Trend Fund | 405,200 | 20.5M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 397,675 | 20.1M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Voya Small Cap Growth Fund Voya Equity Trust | 368,346 | 19.7M $ | 1.07 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 387,156 | 19.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Mid-Cap Growth Fund Prudential Jennison Mid-Cap Growth Fund, Inc. | 360,331 | 19.3M $ | 1.04 % | as of Feb 27, 2026 · Original filing |
| Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST | 370,562 | 18.8M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 343,567 | 18.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| MFS New Discovery Fund MFS SERIES TRUST I | 320,169 | 17.2M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 294,836 | 17M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 284,537 | 15.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 271,610 | 14.6M $ | 1.19 % | as of Feb 28, 2026 · Original filing |
| VANGUARD GLOBAL EQUITY FUND VANGUARD HORIZON FUNDS | 286,879 | 14.5M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 249,900 | 14.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 283,511 | 14.4M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 238,654 | 13.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 236,963 | 12.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 241,475 | 12.2M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 239,682 | 12.1M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| Allspring SMID Cap Growth Fund ALLSPRING FUNDS TRUST | 235,664 | 11.9M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust | 231,600 | 11.7M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| MFS Core Equity Fund MFS SERIES TRUST I | 214,275 | 11.5M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) | 218,667 | 11.1M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Baird Mid Cap Growth Fund Baird Funds Inc | 217,268 | 11M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| Fidelity Contrafund K6 Fidelity Contrafund | 210,142 | 10.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 209,900 | 10.6M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 193,371 | 10.4M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 193,276 | 10.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 176,558 | 10.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Mid Cap Growth Fund Goldman Sachs Trust | 188,650 | 10.1M $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 187,991 | 10.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 179,802 | 9.6M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund | 167,093 | 9.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 170,094 | 9.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust | 166,532 | 8.9M $ | 1.38 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 149,222 | 8.6M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 154,981 | 8.3M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 160,945 | 8.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 141,194 | 8.1M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Equity Funds, Inc. | 157,500 | 8M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Research Growth Fund, Inc. BNY MELLON RESEARCH GROWTH FUND, INC. | 147,534 | 7.9M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 155,800 | 7.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 137,100 | 7.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 151,588 | 7.7M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Congress SMid Growth ETF Professionally Managed Portfolios | 126,514 | 7.3M $ | 1.68 % | as of Apr 30, 2026 · Original filing |
| American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS | 139,869 | 7.1M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I | 135,000 | 6.8M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 128,596 | 6.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 125,367 | 6.4M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 125,348 | 6.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust | 123,905 | 6.3M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| Select Leisure Portfolio Fidelity Select Portfolios | 113,986 | 6.1M $ | 1.14 % | as of Feb 28, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 105,892 | 6.1M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 104,876 | 6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| NVIT Allspring Discovery Fund Nationwide Variable Insurance Trust | 116,061 | 5.9M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS | 115,900 | 5.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| MFS New Discovery Series MFS VARIABLE INSURANCE TRUST | 115,575 | 5.9M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 115,400 | 5.8M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 115,281 | 5.8M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 98,314 | 5.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 97,000 | 5.6M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 109,701 | 5.6M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Empower T. Rowe Price Mid Cap Growth Fund EMPOWER FUNDS, INC. | 108,300 | 5.5M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 108,291 | 5.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 104,125 | 5.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Fidelity Blue Chip Growth ETF Fidelity Covington Trust | 90,884 | 5.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 97,012 | 5.2M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Wasatch Ultra Growth Fund WASATCH FUNDS TRUST | 100,718 | 5.1M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 93,671 | 5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 87,041 | 5M $ | 0.01 % | 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. | 91,587 | 4.6M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 86,000 | 4.4M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 75,299 | 4.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 74,638 | 4.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 74,314 | 4.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Nomura VIP Mid Cap Growth Series Ivy Variable Insurance Portfolios | 83,334 | 4.2M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 73,166 | 4.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 82,279 | 4.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 79,906 | 4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 73,980 | 4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Growth Portfolio PACIFIC SELECT FUND | 75,723 | 3.8M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 74,929 | 3.8M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 65,875 | 3.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust | 70,356 | 3.8M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 65,285 | 3.8M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 71,505 | 3.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Strategic Growth Fund Goldman Sachs Variable Insurance Trust | 71,287 | 3.6M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 70,278 | 3.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 61,813 | 3.6M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 64,927 | 3.5M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 66,240 | 3.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 66,191 | 3.4M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds | 57,780 | 3.3M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 60,672 | 3.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 60,653 | 3.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid Cap Growth Portfolio Brighthouse Funds Trust I | 59,900 | 3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 59,340 | 3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 59,080 | 3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 58,716 | 3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Buffalo Small Cap Growth Fund Buffalo Funds | 58,620 | 3M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 58,544 | 3M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 50,582 | 2.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 48,597 | 2.8M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 54,052 | 2.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| CIBC ATLAS MID CAP EQUITY FUND ADVISORS' INNER CIRCLE FUND | 47,005 | 2.7M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust | 50,136 | 2.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 46,356 | 2.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 52,513 | 2.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 44,683 | 2.6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 44,679 | 2.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS | 50,308 | 2.5M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 46,047 | 2.5M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust | 45,900 | 2.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 47,887 | 2.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 46,931 | 2.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 41,168 | 2.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 46,623 | 2.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 45,249 | 2.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 45,122 | 2.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Victory RS Small Cap Growth Fund Victory Portfolios | 44,870 | 2.3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 43,815 | 2.2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 43,578 | 2.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 43,111 | 2.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 37,198 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 36,086 | 2.1M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 38,483 | 2.1M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust | 37,997 | 2M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 40,131 | 2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Baillie Gifford Global Alpha Equities Fund Baillie Gifford Funds | 39,626 | 2M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 38,900 | 2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| IMS Capital Value Fund 360 Funds | 37,980 | 1.9M $ | 3.74 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 35,600 | 1.9M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Allspring VT Discovery SMID Cap Growth Fund Allspring VARIABLE TRUST | 37,662 | 1.9M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 35,254 | 1.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 37,200 | 1.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 32,678 | 1.9M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 36,698 | 1.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 36,078 | 1.8M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Embark Small Cap Equity Fund Harbor Funds II | 31,340 | 1.8M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 34,893 | 1.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 34,352 | 1.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 34,300 | 1.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 31,692 | 1.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Baird Small/Mid Cap Growth Fund Baird Funds Inc | 32,899 | 1.7M $ | 2.17 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 32,587 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 30,113 | 1.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 25,900 | 1.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 28,621 | 1.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 26,426 | 1.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 27,563 | 1.4M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 27,540 | 1.4M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 24,251 | 1.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | 27,347 | 1.4M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 27,100 | 1.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 23,826 | 1.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Penn Series Mid Cap Growth Fund Penn Series Funds Inc | 26,400 | 1.3M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 25,680 | 1.3M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Victory RS Select Growth Fund Victory Portfolios | 25,260 | 1.3M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 21,812 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 24,536 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 21,565 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Mid-Cap Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 24,258 | 1.2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 23,414 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 23,402 | 1.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Frost Growth Equity Fund Frost Family of Funds | 20,458 | 1.2M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust | 23,100 | 1.2M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 22,644 | 1.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 19,931 | 1.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |