Funds holding Maximus Inc
409 funds declare a position · 106 ETFs and 303 other funds · 1.9B $ · US5779331041
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,792,586 | 135.5M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Mid-Cap ETF iShares Trust | 1,805,975 | 115.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,729,956 | 110.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS | 1,569,724 | 100.6M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 1,375,864 | 90.3M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,337,108 | 85.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,257,655 | 80.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 800,936 | 51.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 712,877 | 46.8M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 608,280 | 39M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 540,123 | 35.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 510,689 | 33.5M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| BlackRock Large Cap Focus Value Fund, Inc. BlackRock Large Cap Focus Value Fund, Inc. | 464,797 | 29.8M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 446,252 | 28.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 402,416 | 26.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 374,608 | 24.6M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 373,527 | 23.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 343,529 | 22.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| PIMCO RAE US Small Fund PIMCO Equity Series | 348,047 | 22.3M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 294,076 | 22.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 330,666 | 21.7M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 280,543 | 21.2M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 273,986 | 20.7M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 266,722 | 17.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 252,055 | 16.2M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 234,619 | 15.4M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 224,041 | 14.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| AMG River Road Small Cap Value Fund AMG Funds IV | 223,062 | 14.6M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 212,840 | 14M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Value Discovery Fund Fidelity Puritan Trust | 189,878 | 12.5M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 179,662 | 11.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 176,000 | 11.5M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 152,154 | 11.5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 178,933 | 11.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 166,192 | 10.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC | 162,144 | 10.4M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| Reinhart Genesis PMV Fund Managed Portfolio Series | 121,000 | 9.1M $ | 1.51 % | as of Feb 28, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 139,221 | 8.9M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Cambria Shareholder Yield ETF Cambria ETF Trust | 132,936 | 8.7M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST | 135,000 | 8.7M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Fund ROYCE FUND | 131,899 | 8.5M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 126,299 | 8.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 127,490 | 8.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 104,546 | 7.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 119,522 | 7.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS | 120,374 | 7.7M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 117,024 | 7.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 116,869 | 7.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| BlackRock High Equity Income Fund BlackRock Funds | 94,950 | 7.2M $ | 0.34 % | as of Feb 27, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 93,461 | 7.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST | 108,700 | 7M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 102,055 | 6.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 99,168 | 6.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 85,706 | 6.5M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 84,153 | 6.4M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 83,097 | 6.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 81,087 | 6.1M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 91,556 | 6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Value Series LORD ABBETT RESEARCH FUND INC | 78,838 | 6M $ | 1.56 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 92,520 | 5.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 88,689 | 5.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 85,791 | 5.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Applied Finance Explorer Fund World Funds Trust | 83,306 | 5.5M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| BlackRock Basic Value V.I. Fund BlackRock Variable Series Funds, Inc. | 83,670 | 5.4M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 79,392 | 5.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 64,673 | 4.9M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 63,795 | 4.8M $ | 0.11 % | as of Feb 27, 2026 · Original filing |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 74,339 | 4.8M $ | 1.88 % | as of Mar 31, 2026 · Original filing |
| NYLI WMC Small Companies Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 71,067 | 4.7M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 70,969 | 4.7M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| BlackRock Mid-Cap Value Fund BlackRock Mid-Cap Value Series, Inc. | 69,326 | 4.5M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 69,242 | 4.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 70,475 | 4.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 69,909 | 4.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 65,486 | 4.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 55,735 | 4.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Counterpoint Quantitative Equity ETF NORTHERN LIGHTS FUND TRUST III | 65,452 | 4.2M $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS | 64,886 | 4.2M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 61,981 | 4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Third Avenue Small-Cap Value Fund Third Avenue Trust | 60,459 | 4M $ | 1.98 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 51,849 | 3.9M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 58,546 | 3.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 57,116 | 3.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 55,400 | 3.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 56,495 | 3.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 43,034 | 3.3M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 42,997 | 3.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 41,552 | 3.1M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 47,417 | 3.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Victory RS Value Fund Victory Portfolios | 48,530 | 3.1M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 46,914 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 44,867 | 2.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 44,713 | 2.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 42,300 | 2.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 42,290 | 2.7M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 40,577 | 2.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 41,487 | 2.7M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust | 40,000 | 2.6M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 39,202 | 2.5M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 32,968 | 2.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 38,389 | 2.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| AMG River Road Small-Mid Cap Value Fund AMG Funds IV | 37,472 | 2.5M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| WPG Partners Select Small Cap Value Fund RBB Fund, Inc. | 31,921 | 2.4M $ | 1.16 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 36,274 | 2.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Embark Small Cap Equity Fund Harbor Funds II | 35,341 | 2.3M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 34,836 | 2.3M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 29,731 | 2.2M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Stock Portfolio LORD ABBETT SERIES FUND INC | 34,907 | 2.2M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 34,857 | 2.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 34,750 | 2.2M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 29,456 | 2.2M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 33,717 | 2.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 32,909 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 27,734 | 2.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 32,319 | 2.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 32,000 | 2.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 31,947 | 2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 31,074 | 2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 30,476 | 2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 30,458 | 2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 29,043 | 1.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 28,226 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Hartford Multifactor US Equity ETF Lattice Strategies Trust | 27,936 | 1.8M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 27,846 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 28,182 | 1.8M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 27,253 | 1.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust | 27,630 | 1.8M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II | 27,497 | 1.8M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Lord Abbett Focused Small Cap Value Fund LORD ABBETT SECURITIES TRUST | 26,635 | 1.7M $ | 1.83 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 22,760 | 1.7M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 26,112 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 26,105 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | 25,924 | 1.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 21,944 | 1.7M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 21,813 | 1.6M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 25,671 | 1.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 25,370 | 1.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 25,327 | 1.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 21,352 | 1.6M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Victory Small Cap Stock Fund Victory Portfolios III | 24,445 | 1.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III | 24,312 | 1.6M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 23,775 | 1.6M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 23,651 | 1.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 23,169 | 1.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 23,323 | 1.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 22,701 | 1.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 22,258 | 1.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Royce Small-Cap Value Fund ROYCE FUND | 22,767 | 1.5M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 21,915 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 21,900 | 1.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 20,869 | 1.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 20,800 | 1.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust | 21,060 | 1.3M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 20,534 | 1.3M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 20,843 | 1.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 20,563 | 1.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 20,456 | 1.3M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 17,271 | 1.3M $ | 0.78 % | as of Feb 28, 2026 · Original filing |
| Leuthold Core Investment Fund Managed Portfolio Series | 20,107 | 1.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 19,559 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 19,180 | 1.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 19,376 | 1.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust | 19,200 | 1.2M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 19,162 | 1.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 18,907 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 18,458 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 18,512 | 1.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Zacks Small/Mid Cap ETF Zacks Trust | 15,355 | 1.2M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 17,683 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 17,237 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 16,995 | 1.1M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 16,160 | 1.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 16,070 | 1.1M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 16,436 | 1.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust | 16,034 | 1.1M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 15,994 | 1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 13,758 | 1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 13,756 | 1M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 16,126 | 1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 12,604 | 953K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 12,600 | 952.7K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 14,490 | 950.8K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,460 | 948.9K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII | 12,396 | 937.3K $ | 0.69 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 14,274 | 936.7K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 14,414 | 923.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 14,174 | 908.6K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 14,045 | 900.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 11,747 | 888.2K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Small Cap Special Values Fund VALIC Co I | 11,376 | 860.1K $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 13,156 | 843.3K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 12,604 | 827.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 12,463 | 817.8K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,800 | 816.6K $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 12,331 | 790.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 12,290 | 787.8K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Leuthold Select Industries ETF Managed Portfolio Series | 12,147 | 778.6K $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Schwab Health Care Fund SCHWAB CAPITAL TRUST | 11,600 | 761.2K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 11,551 | 740.4K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 11,088 | 727.6K $ | 0.04 % | as of Apr 30, 2026 · Original filing |