Funds holding EVERTEC Inc
259 funds declare a position · 67 ETFs and 192 other funds · 1B $ · PR30040P1032
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 3,840,189 | 108.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund American Century Capital Portfolios, Inc. | 2,819,992 | 79.6M $ | 2.51 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 2,444,233 | 72.2M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,028,101 | 57.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 1,755,054 | 49.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,611,527 | 45.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,473,953 | 41.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,255,278 | 35.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 913,013 | 27M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 939,342 | 26.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 693,161 | 20.5M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 714,815 | 20.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 635,716 | 18.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 577,543 | 16.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Small-Cap Value Fund Virtus Equity Trust | 576,827 | 16.3M $ | 2.71 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | 572,927 | 16.2M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 560,427 | 15.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 551,229 | 15.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 525,734 | 14.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 454,082 | 12.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 442,134 | 12.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 407,381 | 12M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 351,934 | 10.4M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 346,200 | 10.2M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 337,501 | 9.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 330,836 | 9.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 318,910 | 9M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 301,927 | 8.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 310,617 | 8.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 267,876 | 7.9M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| Heartland Value Fund HEARTLAND GROUP INC. | 250,000 | 7.1M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 226,625 | 6.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. | 213,210 | 6.3M $ | 1.91 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 218,974 | 6.2M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 206,474 | 6.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 175,600 | 5.2M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 170,138 | 5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 141,547 | 4.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 136,325 | 3.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 129,835 | 3.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 132,197 | 3.7M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| LONE PEAK VALUE FUND World Funds Trust | 130,200 | 3.7M $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. | 121,670 | 3.4M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 116,895 | 3.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 110,882 | 3.3M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 114,458 | 3.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 106,840 | 3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 102,041 | 3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Small Cap Dividend Fund American Century Capital Portfolios, Inc. | 105,952 | 3M $ | 3.00 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 98,406 | 2.9M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 101,846 | 2.9M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 102,151 | 2.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 99,831 | 2.8M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 98,967 | 2.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 94,504 | 2.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 92,406 | 2.6M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 87,552 | 2.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 85,842 | 2.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 81,580 | 2.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 77,886 | 2.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 76,927 | 2.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 72,204 | 2.1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc | 71,909 | 2M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 71,417 | 2M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 70,386 | 2M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 68,050 | 1.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 62,684 | 1.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 61,231 | 1.7M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 59,952 | 1.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 58,947 | 1.7M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 55,972 | 1.6M $ | 0.14 % | as of Feb 27, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 55,082 | 1.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 54,403 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 53,078 | 1.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 52,691 | 1.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 50,293 | 1.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 48,934 | 1.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Small-Cap Value Series Virtus Variable Insurance Trust | 48,243 | 1.4M $ | 2.73 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 47,817 | 1.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 45,423 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND | 46,139 | 1.3M $ | 2.45 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 45,005 | 1.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 43,407 | 1.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 42,708 | 1.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 38,426 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Amplify Digital Payments ETF Amplify ETF Trust | 38,816 | 1.1M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 38,100 | 1.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 36,905 | 1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 36,846 | 1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II | 36,653 | 1M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 36,460 | 1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 35,984 | 1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 33,128 | 978.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 33,640 | 952.3K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 31,687 | 935.7K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 32,502 | 917.2K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 30,975 | 914.7K $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 31,385 | 885.7K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 30,429 | 858.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 30,074 | 848.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 29,409 | 829.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 27,907 | 824.1K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 28,903 | 818.2K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 27,646 | 782.7K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Distillate Small/Mid Cash Flow ETF ETF Series Solutions | 26,433 | 745.9K $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 26,272 | 743.8K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 25,773 | 727.3K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 25,552 | 721.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,381 | 720K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 24,061 | 710.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 24,035 | 709.8K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 23,938 | 706.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 23,022 | 679.8K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 23,658 | 667.6K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 22,450 | 662.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 21,845 | 645.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 22,496 | 634.8K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 22,408 | 632.4K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 22,336 | 630.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 22,300 | 629.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 21,880 | 617.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 20,976 | 591.9K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 20,207 | 570.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 20,174 | 569.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 19,364 | 546.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 18,480 | 545.7K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 19,224 | 542.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 18,294 | 516.3K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 17,264 | 509.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 17,180 | 507.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 17,878 | 504.5K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 16,352 | 482.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 16,747 | 472.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 15,756 | 465.3K $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 14,166 | 418.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Barrons 400 ETF ALPS ETF TRUST | 14,564 | 412.3K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 13,431 | 379K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 13,411 | 378.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 12,674 | 374.3K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 12,641 | 373.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 13,043 | 368.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 12,191 | 344K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 12,127 | 343.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 11,966 | 337.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 11,947 | 337.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 11,729 | 331K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,776 | 318.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 11,086 | 313.8K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 10,462 | 308.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 10,599 | 300.1K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 10,021 | 295.9K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,200 | 288.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 8,982 | 253.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 8,765 | 247.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 7,848 | 231.8K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 8,183 | 230.9K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 8,096 | 229.2K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 8,110 | 228.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7,773 | 219.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 7,097 | 209.6K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 7,329 | 206.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 7,322 | 206.6K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 6,963 | 205.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 7,170 | 202.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 6,493 | 183.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 5,748 | 169.7K $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 5,904 | 167.1K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 5,844 | 164.9K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust | 5,794 | 164K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 5,479 | 161.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 5,419 | 160K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 5,254 | 155.2K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 5,403 | 153K $ | 1.74 % | as of Feb 28, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 5,377 | 151.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,345 | 151.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Applied Finance IVS US SMID ETF ETF Opportunities Trust | 5,088 | 143.6K $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 4,788 | 141.4K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 4,903 | 138.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 4,738 | 133.7K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 4,508 | 127.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 4,185 | 123.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 4,279 | 121.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 4,088 | 120.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 4,275 | 120.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 4,272 | 120.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 4,076 | 120.4K $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 3,985 | 112.8K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 3,971 | 112.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 3,891 | 110.2K $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 3,328 | 98.3K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 3,279 | 92.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 3,220 | 90.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 3,203 | 90.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| NAA SMALL GROWTH SERIES New Age Alpha Variable Funds Trust | 2,850 | 80.4K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,792 | 79K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,792 | 79K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,631 | 77.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 2,500 | 70.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 2,500 | 70.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| S&P SmallCap Index Fund SHELTON FUNDS | 2,422 | 68.6K $ | 0.13 % | as of Feb 28, 2026 · Original filing |