Titelia

Funds holding Independent Bank Corp/MI

238 funds declare a position · 49 ETFs and 189 other funds · 244M $ · US4538386099

Each line carries its report date. The 200 largest lines are shown.

FundSharesValueWeight
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 653,20021.8M $0.00 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Value ETF American Century ETF Trust 582,02620.2M $0.09 %as of Feb 28, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 504,41616.8M $0.02 %as of Mar 31, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 231,2997.7M $0.01 %as of Mar 31, 2026 · Original filing
JPMorgan Small Cap Blend Fund JPMorgan Trust I 225,9997.5M $0.53 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 198,8596.6M $0.02 %as of Apr 30, 2026 · Original filing
Regional Bank Fund John Hancock Investment Trust II 188,5386.3M $0.72 %as of Apr 30, 2026 · Original filing
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 178,1286.2M $0.94 %as of Feb 28, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 185,1066.2M $0.17 %as of Mar 31, 2026 · Original filing
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 180,2676M $0.92 %as of Apr 30, 2026 · Original filing
BlackRock Advantage Small Cap Core Fund BlackRock Funds 172,0506M $0.13 %as of Feb 27, 2026 · Original filing
iShares Russell 2000 Value ETF iShares Trust 172,0095.7M $0.05 %as of Mar 31, 2026 · Original filing
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 170,3205.7M $0.00 %as of Mar 31, 2026 · Original filing
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 151,5095M $0.03 %as of Apr 30, 2026 · Original filing
SmallCap Fund Principal Funds, Inc 129,2004.3M $0.20 %as of Apr 30, 2026 · Original filing
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 126,8694.2M $0.11 %as of Apr 30, 2026 · Original filing
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 115,2323.8M $0.00 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 114,8683.8M $0.03 %as of Apr 30, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 109,4503.8M $0.01 %as of Feb 28, 2026 · Original filing
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 113,7793.8M $0.20 %as of Apr 30, 2026 · Original filing
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 100,3543.5M $0.02 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 98,9893.4M $0.02 %as of Feb 28, 2026 · Original filing
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 96,4093.2M $0.29 %as of Apr 30, 2026 · Original filing
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 90,3803.1M $0.00 %as of Feb 28, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 92,4553.1M $0.02 %as of Apr 30, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 74,2082.5M $0.03 %as of Apr 30, 2026 · Original filing
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 65,5152.3M $0.10 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 68,4272.3M $0.02 %as of Apr 30, 2026 · Original filing
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 63,5342.1M $0.28 %as of Mar 31, 2026 · Original filing
Mercer US Small/Mid Cap Equity Fund Mercer Funds 63,3802.1M $0.12 %as of Mar 31, 2026 · Original filing
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 60,2362M $0.27 %as of Apr 30, 2026 · Original filing
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 59,3172M $0.01 %as of Apr 30, 2026 · Original filing
iShares Micro-Cap ETF iShares Trust 50,4171.7M $0.14 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 46,3721.6M $0.07 %as of Feb 28, 2026 · Original filing
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 46,6001.6M $0.19 %as of Mar 31, 2026 · Original filing
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 42,7201.5M $0.12 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 43,5961.4M $0.00 %as of Apr 30, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 43,4711.4M $0.02 %as of Apr 30, 2026 · Original filing
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 43,0761.4M $0.09 %as of Apr 30, 2026 · Original filing
Diversified Equity Master Portfolio Master Investment Portfolio 42,3131.4M $0.05 %as of Mar 31, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 39,3001.4M $0.00 %as of Feb 28, 2026 · Original filing
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 38,0941.3M $0.84 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,3581.2M $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 34,6691.2M $0.01 %as of Feb 28, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 33,1291.1M $0.02 %as of Mar 31, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 33,0201.1M $0.00 %as of Mar 31, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 29,8501M $0.00 %as of Feb 28, 2026 · Original filing
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 29,5351M $0.00 %as of Feb 28, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 29,563981.8K $0.00 %as of Apr 30, 2026 · Original filing
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 29,062967.8K $0.64 %as of Mar 31, 2026 · Original filing
SmallCap Value Fund II Principal Funds, Inc 28,845957.9K $0.08 %as of Apr 30, 2026 · Original filing
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 27,860925.2K $0.75 %as of Apr 30, 2026 · Original filing
Avantis U.S. Small Cap Value Fund American Century ETF Trust 24,469850.3K $0.06 %as of Feb 28, 2026 · Original filing
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 24,435849.1K $0.15 %as of Feb 28, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 25,295840K $0.02 %as of Apr 30, 2026 · Original filing
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 24,888828.8K $0.05 %as of Mar 31, 2026 · Original filing
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 24,896826.8K $0.09 %as of Apr 30, 2026 · Original filing
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 22,812792.7K $0.12 %as of Feb 28, 2026 · Original filing
Dimensional US Small Cap Value ETF Dimensional ETF Trust 23,819791K $0.01 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 23,250774.2K $0.04 %as of Mar 31, 2026 · Original filing
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 21,783757K $0.09 %as of Feb 28, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 22,265741.4K $0.04 %as of Mar 31, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 21,485715.5K $0.02 %as of Mar 31, 2026 · Original filing
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 19,656654.5K $0.15 %as of Mar 31, 2026 · Original filing
Victory Integrity Discovery Fund Victory Portfolios 19,525650.2K $0.95 %as of Mar 31, 2026 · Original filing
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 18,634620.5K $0.32 %as of Mar 31, 2026 · Original filing
Small Cap Value Fund Northern Funds 18,281608.8K $0.10 %as of Mar 31, 2026 · Original filing
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 18,279608.7K $0.33 %as of Mar 31, 2026 · Original filing
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 16,558575.4K $0.13 %as of Feb 28, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 16,577550.5K $0.02 %as of Apr 30, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 16,276540.5K $0.00 %as of Apr 30, 2026 · Original filing
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 16,000532.8K $0.15 %as of Mar 31, 2026 · Original filing
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 15,806524.9K $0.11 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 14,692510.5K $0.05 %as of Feb 28, 2026 · Original filing
SMALL CAP EQUITY FUND GuideStone Funds 14,520483.5K $0.06 %as of Mar 31, 2026 · Original filing
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 14,139470.8K $0.25 %as of Mar 31, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14,117468.8K $0.01 %as of Apr 30, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,509449.8K $0.02 %as of Mar 31, 2026 · Original filing
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 12,853446.6K $0.00 %as of Feb 28, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 12,465433.2K $0.00 %as of Feb 28, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 12,944429.9K $0.00 %as of Apr 30, 2026 · Original filing
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 12,857428.1K $0.06 %as of Mar 31, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 12,311427.8K $0.00 %as of Feb 28, 2026 · Original filing
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 12,800426.2K $0.07 %as of Mar 31, 2026 · Original filing
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 12,469415.2K $0.05 %as of Mar 31, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 12,440414.3K $0.03 %as of Mar 31, 2026 · Original filing
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 11,742408K $0.05 %as of Feb 28, 2026 · Original filing
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,500399.6K $0.21 %as of Feb 28, 2026 · Original filing
SmallCap Account Principal Variable Contract Funds, Inc 11,600386.3K $0.23 %as of Mar 31, 2026 · Original filing
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 11,590384.9K $0.01 %as of Apr 30, 2026 · Original filing
Dunham Small Cap Value Fund Dunham Funds 11,237373.2K $0.40 %as of Apr 30, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 11,027367.2K $0.00 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 10,985364.8K $0.00 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. SmallCap Fund WisdomTree Trust 10,231340.7K $0.05 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund Northern Funds 9,633320.8K $0.02 %as of Mar 31, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,506316.5K $0.00 %as of Mar 31, 2026 · Original filing
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,955297.4K $0.04 %as of Apr 30, 2026 · Original filing
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 8,789292.7K $0.00 %as of Mar 31, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 8,628286.5K $0.02 %as of Apr 30, 2026 · Original filing
Small Cap Index Fund VALIC Co I 7,896274.4K $0.02 %as of Feb 28, 2026 · Original filing
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 7,536261.9K $0.11 %as of Feb 28, 2026 · Original filing
Nuveen ESG Small-Cap ETF NuShares ETF Trust 7,687255.3K $0.02 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 7,643253.8K $0.00 %as of Apr 30, 2026 · Original filing
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 7,590252.7K $0.36 %as of Mar 31, 2026 · Original filing
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 7,468248.7K $1.03 %as of Mar 31, 2026 · Original filing
AQR Small Cap Multi-Style Fund AQR Funds 7,384245.9K $0.16 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,320243.1K $0.01 %as of Apr 30, 2026 · Original filing
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 7,295242.9K $0.33 %as of Mar 31, 2026 · Original filing
Small-Cap Value Portfolio PACIFIC SELECT FUND 7,230240.8K $0.06 %as of Mar 31, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 7,172238.8K $0.03 %as of Mar 31, 2026 · Original filing
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 6,824227.2K $0.11 %as of Mar 31, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,718223.7K $0.01 %as of Mar 31, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 6,600219.8K $0.01 %as of Mar 31, 2026 · Original filing
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,494216.3K $0.00 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,401212.6K $0.00 %as of Apr 30, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 6,309210.1K $0.02 %as of Mar 31, 2026 · Original filing
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 5,606186.7K $0.00 %as of Mar 31, 2026 · Original filing
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,417180.4K $0.00 %as of Mar 31, 2026 · Original filing
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,271175.5K $0.00 %as of Mar 31, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,232174.2K $0.02 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,192172.4K $0.03 %as of Apr 30, 2026 · Original filing
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 5,175171.9K $0.01 %as of Apr 30, 2026 · Original filing
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 5,112170.2K $0.14 %as of Mar 31, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 5,080169.2K $0.00 %as of Mar 31, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,359144.8K $0.01 %as of Apr 30, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4,157138.1K $0.00 %as of Apr 30, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,135137.7K $0.02 %as of Mar 31, 2026 · Original filing
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 4,088135.8K $0.00 %as of Apr 30, 2026 · Original filing
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,690128.2K $0.05 %as of Feb 28, 2026 · Original filing
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 3,824127.3K $0.00 %as of Mar 31, 2026 · Original filing
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,781125.9K $0.02 %as of Mar 31, 2026 · Original filing
Small Cap Index Trust John Hancock Variable Insurance Trust 3,626120.7K $0.02 %as of Mar 31, 2026 · Original filing
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 3,559118.5K $0.11 %as of Mar 31, 2026 · Original filing
1290 VT Micro Cap Portfolio EQ Advisors Trust 3,553118.3K $0.07 %as of Mar 31, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,300114.7K $0.01 %as of Feb 28, 2026 · Original filing
GMO U.S. Small Cap Value Fund GMO TRUST 3,074106.8K $0.25 %as of Feb 28, 2026 · Original filing
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,120103.6K $0.03 %as of Apr 30, 2026 · Original filing
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 3,020100.6K $0.06 %as of Mar 31, 2026 · Original filing
1290 VT Small Cap Value Portfolio EQ Advisors Trust 3,005100.1K $0.02 %as of Mar 31, 2026 · Original filing
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 2,98599.4K $0.02 %as of Mar 31, 2026 · Original filing
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,83994.5K $0.02 %as of Mar 31, 2026 · Original filing
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 2,82894.2K $0.00 %as of Mar 31, 2026 · Original filing
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,68589.2K $0.00 %as of Apr 30, 2026 · Original filing
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,64588.1K $0.00 %as of Mar 31, 2026 · Original filing
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,64488K $0.03 %as of Mar 31, 2026 · Original filing
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,42084.1K $0.03 %as of Feb 28, 2026 · Original filing
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 2,50083.3K $0.03 %as of Mar 31, 2026 · Original filing
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,39879.9K $0.02 %as of Mar 31, 2026 · Original filing
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 2,37678.9K $0.00 %as of Apr 30, 2026 · Original filing
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,29876.5K $0.02 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,26975.6K $0.00 %as of Mar 31, 2026 · Original filing
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,25074.9K $0.04 %as of Mar 31, 2026 · Original filing
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,15574.9K $0.07 %as of Feb 28, 2026 · Original filing
Victory Extended Market Index Fund Victory Portfolios III 2,24374.5K $0.01 %as of Apr 30, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,22673.9K $0.01 %as of Apr 30, 2026 · Original filing
AQR Small Cap Momentum Style Fund AQR Funds 2,16071.9K $0.04 %as of Mar 31, 2026 · Original filing
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,10870.2K $0.00 %as of Mar 31, 2026 · Original filing
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,10870.2K $0.01 %as of Mar 31, 2026 · Original filing
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,10169.8K $0.02 %as of Apr 30, 2026 · Original filing
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,06568.8K $0.00 %as of Mar 31, 2026 · Original filing
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 2,01367K $0.09 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,01767K $0.00 %as of Apr 30, 2026 · Original filing
Small Cap Core Fund Northern Funds 1,98166K $0.02 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,94564.8K $0.01 %as of Mar 31, 2026 · Original filing
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,79759.8K $0.05 %as of Mar 31, 2026 · Original filing
Column Small Cap Fund Trust for Professional Managers 1,67558.2K $0.01 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,62356.4K $0.00 %as of Feb 28, 2026 · Original filing
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 1,61856.2K $0.02 %as of Feb 28, 2026 · Original filing
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,66955.6K $0.02 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,57754.8K $0.04 %as of Feb 28, 2026 · Original filing
Avantis U.S. Equity Fund American Century ETF Trust 1,49051.8K $0.01 %as of Feb 28, 2026 · Original filing
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,55051.6K $0.02 %as of Mar 31, 2026 · Original filing
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 1,50650K $0.09 %as of Apr 30, 2026 · Original filing
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,49249.7K $0.03 %as of Mar 31, 2026 · Original filing
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,49549.6K $0.02 %as of Apr 30, 2026 · Original filing
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,40046.6K $0.00 %as of Mar 31, 2026 · Original filing
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,32744.2K $0.01 %as of Mar 31, 2026 · Original filing
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 1,30743.5K $0.02 %as of Mar 31, 2026 · Original filing
ProShares Ultra Russell2000 ProShares Trust 1,23743K $0.02 %as of Feb 28, 2026 · Original filing
ProShares UltraPro Russell2000 ProShares Trust 1,23542.9K $0.01 %as of Feb 28, 2026 · Original filing
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,25341.6K $0.00 %as of Apr 30, 2026 · Original filing
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 1,23041K $0.03 %as of Mar 31, 2026 · Original filing
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,20740.2K $0.04 %as of Mar 31, 2026 · Original filing
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,02434K $0.00 %as of Apr 30, 2026 · Original filing
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 91131.7K $0.00 %as of Feb 28, 2026 · Original filing
ProShares Russell 2000 High Income ETF ProShares Trust 86530.1K $0.02 %as of Feb 28, 2026 · Original filing
iShares Total U.S. Stock Market Index Fund BlackRock Funds 90530.1K $0.00 %as of Apr 30, 2026 · Original filing
Avantis Responsible U.S. Equity ETF American Century ETF Trust 83629.1K $0.01 %as of Feb 28, 2026 · Original filing
Small-Cap Equity Portfolio PACIFIC SELECT FUND 87129K $0.01 %as of Mar 31, 2026 · Original filing
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 86328.7K $0.00 %as of Mar 31, 2026 · Original filing
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 85528.5K $0.00 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 81027K $0.00 %as of Mar 31, 2026 · Original filing
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 76225.4K $0.00 %as of Mar 31, 2026 · Original filing
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 73924.6K $0.08 %as of Mar 31, 2026 · Original filing
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 70123.3K $0.32 %as of Mar 31, 2026 · Original filing
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 65321.7K $0.01 %as of Mar 31, 2026 · Original filing
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 60320K $0.03 %as of Apr 30, 2026 · Original filing
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 60120K $0.00 %as of Mar 31, 2026 · Original filing
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 60020K $0.01 %as of Mar 31, 2026 · Original filing
Penn Series Small Cap Index Fund Penn Series Funds Inc 60020K $0.03 %as of Mar 31, 2026 · Original filing