Funds holding Hamilton Lane Inc
405 funds declare a position · 91 ETFs and 314 other funds · 1.8B $ · US4074971064
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 1,352,877 | 134.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,256,888 | 124.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 911,735 | 90.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Mid-Cap Core Fund Virtus Equity Trust | 567,684 | 56.4M $ | 2.90 % | as of Mar 31, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 534,202 | 53.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Wasatch Core Growth Fund WASATCH FUNDS TRUST | 513,075 | 51M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 509,950 | 50.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 456,494 | 45.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 370,993 | 38.9M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 366,714 | 36.5M $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| Small-MidCap Dividend Income Fund Principal Funds, Inc | 303,879 | 31.9M $ | 1.84 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 305,329 | 30.3M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 326,381 | 30M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| Small Cap Growth Fund American Century Mutual Funds, Inc. | 321,087 | 29.5M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II | 291,000 | 28.9M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust | 295,007 | 27.1M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| MFS New Discovery Fund MFS SERIES TRUST I | 256,114 | 26.9M $ | 1.28 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 261,361 | 26M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 237,452 | 24.9M $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| Small Cap Core Fund John Hancock Investment Trust | 265,060 | 24.4M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 215,495 | 22.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Triton Fund JANUS INVESTMENT FUND | 220,599 | 21.9M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 218,964 | 21.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 198,687 | 20.9M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 223,834 | 20.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 199,811 | 19.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Wasatch Small Cap Value Fund WASATCH FUNDS TRUST | 188,011 | 18.7M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes Kaufmann Fund Federated Hermes Equity Funds | 200,000 | 18.4M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 176,927 | 17.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 174,197 | 17.3M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Columbia Acorn Fund COLUMBIA ACORN TRUST | 169,441 | 16.8M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| Harbor Small Cap Growth Fund HARBOR FUNDS | 167,506 | 15.4M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 154,671 | 15.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Franklin Small Cap Growth Fund Franklin Strategic Series | 166,979 | 15.4M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 166,645 | 15.3M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 159,435 | 14.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 147,481 | 14.7M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| SmallCap Fund Principal Funds, Inc | 159,200 | 14.6M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 149,854 | 13.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 134,205 | 13.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II | 134,000 | 13.3M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 116,745 | 12.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 115,815 | 11.5M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 119,841 | 11M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 119,784 | 11M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 106,206 | 10.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 95,398 | 9.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 100,000 | 9.2M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 87,030 | 9.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Optimum Large Cap Growth Fund Optimum Fund Trust | 84,330 | 8.4M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 76,936 | 8.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 84,978 | 7.8M $ | 2.79 % | as of Apr 30, 2026 · Original filing |
| Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 72,896 | 7.6M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds | 83,070 | 7.6M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 69,686 | 7.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 75,091 | 6.9M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| VanEck Alternative Asset Manager ETF VanEck ETF Trust | 68,259 | 6.8M $ | 3.82 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 67,717 | 6.7M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 62,221 | 6.5M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 64,964 | 6.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 60,886 | 6.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust | 63,903 | 6.4M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 68,595 | 6.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust | 62,595 | 6.2M $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 64,133 | 5.9M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 59,140 | 5.9M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| LargeCap Growth Fund I Principal Funds, Inc | 61,038 | 5.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust | 52,581 | 5.2M $ | 1.52 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 52,116 | 5.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 52,841 | 4.9M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Invesco Global Listed Private Equity ETF Invesco Exchange-Traded Fund Trust | 51,766 | 4.8M $ | 1.87 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 43,924 | 4.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 49,794 | 4.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 43,383 | 4.6M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 40,776 | 4.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 40,718 | 4M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small/Mid Cap Core Fund AMG Funds | 40,413 | 4M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 40,411 | 4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| MFS New Discovery Series MFS VARIABLE INSURANCE TRUST | 39,657 | 3.9M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,466 | 3.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 39,074 | 3.9M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 38,132 | 3.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 40,810 | 3.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Opus Small Cap Value ETF ETF Series Solutions | 39,760 | 3.7M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Small Cap Growth Fund VALIC Co I | 34,723 | 3.6M $ | 0.67 % | as of Feb 28, 2026 · Original filing |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 35,415 | 3.5M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 37,532 | 3.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds | 36,580 | 3.4M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 33,675 | 3.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 33,560 | 3.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 31,679 | 3.3M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | 32,498 | 3.2M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 32,248 | 3.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 34,543 | 3.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 30,151 | 3.2M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Nomura Smid Cap Core Fund IVY FUNDS | 31,657 | 3.1M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 31,656 | 3.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 33,221 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 33,082 | 3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | 29,947 | 3M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 31,513 | 2.9M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 28,934 | 2.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 28,839 | 2.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 28,688 | 2.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 26,865 | 2.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 26,434 | 2.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 25,751 | 2.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 25,630 | 2.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| DF DENT SMALL CAP GROWTH FUND FORUM FUNDS | 25,378 | 2.5M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 23,579 | 2.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 24,654 | 2.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 24,417 | 2.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 26,250 | 2.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 26,009 | 2.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 24,030 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 22,142 | 2.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 22,990 | 2.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 20,119 | 2.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 20,837 | 2.1M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 20,395 | 2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 19,874 | 2M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 21,155 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 19,341 | 1.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 19,316 | 1.9M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 19,200 | 1.9M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Buffalo Small Cap Growth Fund Buffalo Funds | 19,053 | 1.9M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 19,036 | 1.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 19,004 | 1.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 18,985 | 1.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 20,421 | 1.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 18,600 | 1.8M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Copeland SMID Cap Dividend Growth Fund Copeland Trust | 17,032 | 1.8M $ | 1.21 % | as of Feb 28, 2026 · Original filing |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 17,890 | 1.8M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | 17,500 | 1.7M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 15,651 | 1.6M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 15,494 | 1.6M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 15,833 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 15,404 | 1.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 16,596 | 1.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 15,288 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Virtus Tactical Allocation Fund Virtus Equity Trust | 14,958 | 1.5M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 14,690 | 1.5M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 14,515 | 1.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 15,632 | 1.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | 14,450 | 1.4M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 15,466 | 1.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 14,225 | 1.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 14,204 | 1.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| SmallCap Account Principal Variable Contract Funds, Inc | 14,200 | 1.4M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 15,254 | 1.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust | 14,030 | 1.4M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 13,868 | 1.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 14,905 | 1.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 14,400 | 1.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 12,109 | 1.3M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Sit Mid Cap Growth Fund SIT MID CAP GROWTH FUND INC | 12,450 | 1.2M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 13,029 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,010 | 1.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Equity Strategy Fund Eaton Vance Growth Trust | 11,309 | 1.2M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 12,698 | 1.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 11,114 | 1.2M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 10,903 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 12,352 | 1.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 12,276 | 1.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 10,519 | 1.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 10,730 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,516 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 10,261 | 1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 10,985 | 1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST | 9,991 | 993.1K $ | 2.78 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 9,174 | 962.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 9,261 | 920.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 9,207 | 915.2K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 8,513 | 893.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,132 | 853.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 8,500 | 844.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 8,223 | 817.4K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| ALPS Global Opportunity Fund FINANCIAL INVESTORS TRUST | 8,715 | 801.7K $ | 1.80 % | as of Apr 30, 2026 · Original filing |
| Sit Small Cap Growth Fund SIT MUTUAL FUNDS INC | 7,500 | 745.5K $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 7,494 | 744.9K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 7,464 | 741.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Alger Dynamic Opportunities Fund ALGER FUNDS II | 8,007 | 736.6K $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 7,262 | 721.8K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 7,802 | 717.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 7,675 | 706K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 6,603 | 692.9K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,595 | 692.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 7,510 | 690.8K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 6,935 | 689.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,878 | 683.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,500 | 682.1K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Nomura VIP Opportunity Series Delaware VIP Trust | 6,810 | 676.9K $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 7,305 | 672K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 6,688 | 664.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 6,235 | 654.3K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Large Company Growth Portfolio Wilshire Mutual Funds Inc | 6,580 | 654.1K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 7,069 | 650.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,522 | 648.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 6,978 | 641.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| ALGER SMALL CAP GROWTH FUND ALGER FUNDS | 6,971 | 641.3K $ | 0.34 % | as of Apr 30, 2026 · Original filing |