Funds holding Five Below Inc
481 funds declare a position · 133 ETFs and 348 other funds · 4.7B $ · US33829M1018
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 | 1,826,128 | 417.2M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,756,279 | 401.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,271,817 | 290.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 1,024,459 | 229M $ | 0.97 % | as of Feb 28, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 885,288 | 202.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 711,709 | 162.6M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 615,465 | 140.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust | 397,582 | 93.7M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 416,078 | 93M $ | 1.40 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 335,510 | 76.7M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust | 308,570 | 70.5M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 288,043 | 64.4M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 272,933 | 64.3M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 269,452 | 61.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Small Cap Growth Fund American Century Mutual Funds, Inc. | 258,145 | 60.8M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 267,613 | 59.8M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 247,798 | 58.4M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 252,000 | 57.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Large Cap Growth Fund Federated Hermes MDT Series | 236,806 | 55.8M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 199,423 | 47M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 205,424 | 46.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | 190,174 | 43.5M $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 180,345 | 42.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 180,054 | 41.1M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Wasatch Core Growth Fund WASATCH FUNDS TRUST | 175,474 | 40.1M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| PSF PGIM Jennison Blend Portfolio Prudential Series Fund | 166,229 | 38M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 156,270 | 36.8M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| Voya Small Cap Growth Fund Voya Equity Trust | 154,558 | 34.5M $ | 1.87 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 148,826 | 33.3M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| Hood River Small-Cap Growth Fund Manager Directed Portfolios | 143,734 | 32.8M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST | 137,176 | 31.3M $ | 2.60 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 136,147 | 31.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 131,388 | 31M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 137,850 | 30.8M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 133,949 | 30.6M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 123,834 | 28.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 122,822 | 28.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 117,405 | 27.7M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series | 116,820 | 27.5M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 108,152 | 25.5M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 110,335 | 24.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 103,319 | 23.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 101,398 | 22.7M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 90,559 | 21.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 87,336 | 20.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Mid-Cap Growth Portfolio PACIFIC SELECT FUND | 89,564 | 20.5M $ | 2.68 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 84,265 | 19.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 83,821 | 19.2M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 83,948 | 18.8M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 81,381 | 18.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 77,718 | 17.8M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 75,215 | 17.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 72,758 | 16.3M $ | 0.97 % | as of Feb 28, 2026 · Original filing |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 72,159 | 16.1M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 69,921 | 16M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Mid-Cap Growth Fund Prudential Jennison Mid-Cap Growth Fund, Inc. | 70,441 | 15.7M $ | 0.85 % | as of Feb 27, 2026 · Original filing |
| Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund | 65,790 | 15.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 67,297 | 15.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 67,121 | 15.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 68,000 | 15.2M $ | 0.65 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 65,948 | 14.7M $ | 1.01 % | as of Feb 28, 2026 · Original filing |
| Select Retailing Portfolio Fidelity Select Portfolios | 64,400 | 14.4M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Growth Fund John Hancock Investment Trust | 61,508 | 14.1M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 55,655 | 12.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Calamos Timpani Small Cap Growth Fund CALAMOS INVESTMENT TRUST/IL | 51,124 | 12M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| SEI Enhanced U.S. Large Cap Momentum Factor ETF SEI EXCHANGE TRADED FUNDS | 51,777 | 11.8M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 49,160 | 11.6M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 50,407 | 11.5M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS | 50,287 | 11.5M $ | 1.90 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 50,308 | 11.2M $ | 0.69 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 47,693 | 11.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 47,199 | 10.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 45,502 | 10.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 43,885 | 10.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 45,211 | 10.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC | 43,310 | 10.2M $ | 1.54 % | as of Apr 30, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 44,394 | 10.1M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 43,500 | 9.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Wasatch Ultra Growth Fund WASATCH FUNDS TRUST | 43,178 | 9.9M $ | 2.45 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 42,114 | 9.4M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 40,663 | 9.1M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 38,943 | 8.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 39,728 | 8.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 38,802 | 8.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust | 35,648 | 8.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 36,680 | 8.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS | 35,813 | 8.2M $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 34,696 | 7.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Growth Trust John Hancock Variable Insurance Trust | 34,656 | 7.9M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| Marsico Midcap Growth Focus Fund MARSICO INVESTMENT FUND | 34,158 | 7.8M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 32,684 | 7.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 33,538 | 7.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 32,463 | 7.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 32,971 | 7.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 31,073 | 7.3M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 31,920 | 7.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 32,328 | 7.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 32,138 | 7.2M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 31,048 | 7.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 31,663 | 7.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 31,251 | 7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Small Cap Growth Fund VALIC Co I | 30,496 | 6.8M $ | 1.26 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 28,711 | 6.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 28,031 | 6.6M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Emerald Growth Fund FINANCIAL INVESTORS TRUST | 28,000 | 6.6M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 29,443 | 6.6M $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 27,813 | 6.6M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 28,672 | 6.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 28,050 | 6.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | 27,802 | 6.4M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 26,886 | 6.3M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 26,881 | 6.3M $ | 1.89 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Growth Portfolio PACIFIC SELECT FUND | 26,786 | 6.1M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 26,476 | 6M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 26,385 | 6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Blue Chip Growth ETF Fidelity Covington Trust | 25,394 | 6M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 25,651 | 5.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 25,613 | 5.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Mid Cap Growth Fund Goldman Sachs Trust | 25,083 | 5.6M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 23,040 | 5.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 22,649 | 5.3M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 23,111 | 5.3M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 23,056 | 5.3M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 22,205 | 5.2M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 21,897 | 5.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 21,883 | 5.2M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 22,864 | 5.1M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 21,441 | 5.1M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 21,101 | 5M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| M Large Cap Growth Fund M FUND INC | 21,763 | 5M $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL | 20,703 | 4.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes MDT Large Cap Growth ETF Federated Hermes ETF Trust | 21,826 | 4.9M $ | 1.22 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 20,351 | 4.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 20,793 | 4.8M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 19,911 | 4.7M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 19,695 | 4.6M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 20,106 | 4.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 19,400 | 4.6M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust | 20,423 | 4.6M $ | 1.08 % | as of Feb 28, 2026 · Original filing |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 20,154 | 4.5M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 19,592 | 4.5M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 18,847 | 4.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 19,811 | 4.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 18,955 | 4.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 18,924 | 4.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | 18,917 | 4.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 18,907 | 4.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 18,218 | 4.3M $ | 1.69 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 18,719 | 4.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 18,670 | 4.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Momentum Factor ETF Fidelity Covington Trust | 18,052 | 4.3M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 17,732 | 4.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 17,324 | 4.1M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Small Cap Stock Trust John Hancock Variable Insurance Trust | 17,868 | 4.1M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 17,211 | 4.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 17,043 | 4M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | 17,184 | 3.9M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 16,620 | 3.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 17,187 | 3.8M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 16,166 | 3.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Victory RS Small Cap Growth Fund Victory Portfolios | 15,760 | 3.6M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 15,005 | 3.5M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 15,308 | 3.5M $ | 2.10 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 14,793 | 3.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 15,017 | 3.4M $ | 0.87 % | as of Feb 28, 2026 · Original filing |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,663 | 3.4M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Carillon ClariVest Capital Appreciation Fund Carillon Series Trust | 14,637 | 3.3M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| Hood River New Opportunities Fund Manager Directed Portfolios | 14,502 | 3.3M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST | 14,331 | 3.3M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 14,140 | 3.2M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 12,841 | 2.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 12,934 | 2.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 12,601 | 2.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 12,427 | 2.8M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Riverbridge Growth Fund INVESTMENT MANAGERS SERIES TRUST | 12,699 | 2.8M $ | 2.14 % | as of Feb 28, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 11,775 | 2.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust | 12,000 | 2.7M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 11,466 | 2.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 11,686 | 2.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 11,818 | 2.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 10,994 | 2.6M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 11,477 | 2.6M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| S&P MidCap 400 Pure Growth Fund Rydex Series Funds | 11,136 | 2.5M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 11,081 | 2.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 10,520 | 2.5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust | 10,951 | 2.4M $ | 1.50 % | as of Feb 28, 2026 · Original filing |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 10,887 | 2.4M $ | 0.22 % | as of Feb 27, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 10,305 | 2.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 10,014 | 2.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 10,202 | 2.3M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 10,161 | 2.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Consumer Discretionary Sector Fund JNL Series Trust | 9,820 | 2.2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 9,768 | 2.2M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 9,594 | 2.2M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 9,257 | 2.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | 9,385 | 2.1M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 9,561 | 2.1M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust | 9,551 | 2.1M $ | 1.49 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Balanced Fund Federated Hermes MDT Series | 9,017 | 2.1M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 8,958 | 2.1M $ | 0.34 % | as of Apr 30, 2026 · Original filing |