Funds holding Generac Holdings Inc
541 funds declare a position · 156 ETFs and 385 other funds · 4.5B $ · US3687361044
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,869,059 | 365.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 1,490,440 | 291.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,352,928 | 264.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 1,082,504 | 211.4M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 793,971 | 205.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 746,830 | 168.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) | 649,215 | 168.3M $ | 1.57 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 757,053 | 147.9M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 754,254 | 147.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco Value Opportunities Fund AIM Sector Funds (Invesco Sector Funds) | 501,350 | 130M $ | 1.54 % | as of Apr 30, 2026 · Original filing |
| Ariel Fund Ariel Investment Trust | 383,186 | 74.8M $ | 2.92 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 331,285 | 64.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Industrial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 329,205 | 64.3M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Eventide Gilead Fund MUTUAL FUND SERIES TRUST | 292,356 | 57.1M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Growth Fund MFS Series Trust IV | 251,819 | 56.8M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| Nomura Mid Cap Growth Fund IVY FUNDS | 289,562 | 56.6M $ | 1.89 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 214,046 | 55.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 210,360 | 54.5M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 192,830 | 50M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 181,258 | 47M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV | 169,377 | 43.9M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 221,400 | 43.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 220,481 | 43.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 209,827 | 41M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 207,989 | 40.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund John Hancock Investment Trust | 146,129 | 37.9M $ | 1.90 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 158,509 | 35.7M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 132,009 | 34.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| AB DISCOVERY GROWTH FUND, INC. AB DISCOVERY GROWTH FUND, INC. | 124,046 | 32.2M $ | 1.19 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 123,552 | 32M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| AB Small Cap Growth Portfolio AB CAP FUND, INC. | 114,394 | 29.7M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| LORD ABBETT BOND DEBENTURE FUND INC LORD ABBETT BOND DEBENTURE FUND INC | 142,761 | 27.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 132,312 | 25.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Ariel Appreciation Fund Ariel Investment Trust | 131,886 | 25.8M $ | 2.94 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 112,196 | 25.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 109,493 | 24.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 123,204 | 24.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Quality ETF Invesco Exchange-Traded Fund Trust | 89,375 | 23.2M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 85,729 | 22.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| PGIM Jennison Mid-Cap Growth Fund Prudential Jennison Mid-Cap Growth Fund, Inc. | 95,679 | 21.6M $ | 1.16 % | as of Feb 27, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 103,948 | 20.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 100,299 | 19.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 86,917 | 19.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust | 97,598 | 19.1M $ | 2.53 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Select Mid Cap Growth Fund Victory Portfolios IV | 84,425 | 19M $ | 1.13 % | as of Feb 28, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 80,033 | 18M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| PSF PGIM Jennison Blend Portfolio Prudential Series Fund | 90,852 | 17.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 65,769 | 17M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| DAVENPORT SMALL CAP FOCUS FUND Williamsburg Investment Trust | 86,854 | 17M $ | 2.85 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 83,134 | 16.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| AB RELATIVE VALUE FUND, INC. AB RELATIVE VALUE FUND, INC. | 61,691 | 16M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 60,272 | 15.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST | 77,889 | 15.2M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 67,154 | 15.1M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Industrials ETF Invesco Exchange-Traded Fund Trust | 58,216 | 15.1M $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| The Disciplined Growth Investors Fund Elevation Series Trust | 56,871 | 14.7M $ | 2.40 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 74,354 | 14.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 52,851 | 13.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 59,880 | 13.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 68,698 | 13.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Mid-Cap Growth Portfolio PACIFIC SELECT FUND | 66,421 | 13M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 56,814 | 12.8M $ | 1.06 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 48,336 | 12.5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 55,314 | 12.5M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 47,768 | 12.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 46,744 | 12.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Evercore Equity Fund Wall Street EWM Funds Trust | 56,000 | 10.9M $ | 2.32 % | as of Mar 31, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 41,507 | 10.8M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 54,235 | 10.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| FT Energy Income Partners Enhanced Income ETF First Trust Exchange-Traded Fund VIII | 45,518 | 10.3M $ | 0.97 % | as of Feb 28, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 44,176 | 10M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| Needham Aggressive Growth Fund Needham Funds Inc | 50,000 | 9.8M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 49,544 | 9.7M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 49,361 | 9.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 49,072 | 9.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 48,519 | 9.5M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 34,395 | 8.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I | 45,000 | 8.8M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 33,590 | 8.7M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 44,469 | 8.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 41,049 | 8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Centre American Select Equity Fund Horizon Funds | 34,970 | 7.9M $ | 2.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 30,395 | 7.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 34,165 | 7.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Meridian Growth Fund Meridian Fund Inc | 38,742 | 7.6M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 33,366 | 7.5M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 38,398 | 7.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 28,473 | 7.4M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 36,996 | 7.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| AB Relative Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 36,259 | 7.1M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 31,382 | 7.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 35,256 | 6.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| LKCM Equity Fund LKCM Funds | 35,000 | 6.8M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 33,136 | 6.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P Kensho Clean Power ETF SPDR SERIES TRUST | 32,902 | 6.4M $ | 3.35 % | as of Mar 31, 2026 · Original filing |
| Nomura VIP Mid Cap Growth Series Ivy Variable Insurance Portfolios | 32,722 | 6.4M $ | 1.89 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Mid Cap Value Fund Victory Portfolios IV | 24,435 | 6.3M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 24,158 | 6.3M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Brown Advisory Growth Equity Fund Brown Advisory Funds | 31,682 | 6.2M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 23,504 | 6.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS | 31,051 | 6.1M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 26,898 | 6.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds | 30,983 | 6.1M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 High Beta ETF Invesco Exchange-Traded Fund Trust II | 25,769 | 5.8M $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| FT Energy Income Partners Strategy ETF First Trust Exchange-Traded Fund IV | 22,336 | 5.8M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 22,156 | 5.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 24,493 | 5.5M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 28,148 | 5.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Disciplined Value Fund American Century Quantitative Equity Funds, Inc. | 27,695 | 5.4M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. American Value Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 27,632 | 5.4M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 20,646 | 5.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 20,193 | 5.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 20,150 | 5.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 23,080 | 5.2M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 20,002 | 5.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust | 19,523 | 5.1M $ | 2.28 % | as of Apr 30, 2026 · Original filing |
| Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 18,900 | 4.9M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 18,892 | 4.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 18,812 | 4.9M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| The Disciplined Growth Investors Equity Fund Elevation Series Trust | 18,532 | 4.8M $ | 3.21 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 24,455 | 4.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 24,329 | 4.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 17,785 | 4.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 17,420 | 4.5M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Victory Pioneer Global Equity Fund Victory Portfolios IV | 19,954 | 4.5M $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 23,017 | 4.5M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 23,000 | 4.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 21,603 | 4.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Defiance AI and Power Infrastructure ETF Tidal Trust II | 17,452 | 3.9M $ | 1.69 % | as of Feb 28, 2026 · Original filing |
| Mid-Cap Value Portfolio PACIFIC SELECT FUND | 20,033 | 3.9M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| Heartland Value Plus Fund HEARTLAND GROUP INC. | 20,000 | 3.9M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 14,858 | 3.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund First Trust Exchange-Traded Fund II | 19,411 | 3.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Industrials ETF iShares Trust | 14,560 | 3.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 16,650 | 3.8M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 14,443 | 3.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 18,877 | 3.7M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 18,538 | 3.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Main Thematic Innovation ETF Northern Lights Fund Trust IV | 13,583 | 3.5M $ | 1.67 % | as of Apr 30, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 13,280 | 3.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 13,142 | 3.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 14,641 | 3.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Brown Advisory Small-Cap Growth Fund Brown Advisory Funds | 16,803 | 3.3M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Carillon Eagle Small Cap Growth Fund Carillon Series Trust | 16,659 | 3.3M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 12,354 | 3.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 16,316 | 3.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| LKCM Small Cap Equity Fund LKCM Funds | 16,020 | 3.1M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| Needham Small Cap Growth Fund Needham Funds Inc | 16,000 | 3.1M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 15,716 | 3.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 13,407 | 3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 11,624 | 3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 15,262 | 3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,482 | 3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Kirr, Marbach Partners Value Fund Kirr Marbach Partners Funds Inc | 15,018 | 2.9M $ | 2.82 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 11,070 | 2.9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 14,691 | 2.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 12,625 | 2.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 14,539 | 2.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Trenchless Fund ETF Advisor Managed Portfolios | 14,207 | 2.8M $ | 2.46 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 10,446 | 2.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | 13,590 | 2.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,300 | 2.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VanEck Morningstar SMID Moat ETF VanEck ETF Trust | 13,253 | 2.6M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 9,962 | 2.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 13,153 | 2.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 12,965 | 2.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 11,075 | 2.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 9,427 | 2.4M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 12,313 | 2.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 12,308 | 2.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Victory Sustainable World Fund Victory Portfolios III | 10,548 | 2.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 12,154 | 2.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SouthernSun U.S. Equity Fund ADVISORS' INNER CIRCLE III | 12,142 | 2.4M $ | 5.19 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 9,095 | 2.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 12,041 | 2.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS | 11,803 | 2.3M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 11,660 | 2.3M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Power Infrastructure ETF iShares, Inc. | 11,301 | 2.2M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 8,515 | 2.2M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,654 | 2.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Virtus Income & Growth Fund Virtus Investment Trust | 11,080 | 2.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Eventide Exponential Technologies Fund MUTUAL FUND SERIES TRUST | 10,919 | 2.1M $ | 2.83 % | 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 | 9,434 | 2.1M $ | 0.55 % | as of Feb 28, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 10,747 | 2.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Penn Series Mid Cap Growth Fund Penn Series Funds Inc | 10,344 | 2M $ | 1.89 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 8,937 | 2M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 7,730 | 2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 10,200 | 2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 9,836 | 1.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 9,823 | 1.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Mairs & Power Small Cap Fund Trust for Professional Managers | 9,406 | 1.8M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 9,240 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 8,942 | 1.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| ALPS Electrification Infrastructure ETF ALPS ETF TRUST | 7,698 | 1.7M $ | 1.18 % | as of Feb 28, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 6,605 | 1.7M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 8,596 | 1.7M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 8,444 | 1.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds | 8,347 | 1.6M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| Nationwide Geneva Mid Cap Growth Fund Nationwide Mutual Funds | 6,266 | 1.6M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 6,180 | 1.6M $ | 0.25 % | as of Apr 30, 2026 · Original filing |