Funds holding Moelis & Co
333 funds declare a position · 75 ETFs and 258 other funds · 2.2B $ · US60786M1053
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 3,545,796 | 202.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 2,287,505 | 135.8M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,355,467 | 134.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Mid Cap Fund Touchstone Funds Group Trust | 2,074,748 | 118.3M $ | 2.70 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,693,140 | 96.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,470,957 | 83.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Wasatch Core Growth Fund WASATCH FUNDS TRUST | 1,180,137 | 67.3M $ | 2.26 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Small-Cap Core Fund Virtus Equity Trust | 1,002,917 | 57.2M $ | 3.17 % | as of Mar 31, 2026 · Original filing |
| Madison Mid Cap Fund MADISON FUNDS | 852,594 | 55.5M $ | 3.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 946,687 | 54M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 735,750 | 47.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 825,492 | 47.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 699,642 | 41.5M $ | 0.73 % | as of Feb 27, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 719,000 | 41M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 680,574 | 40.4M $ | 1.26 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 669,780 | 38.2M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Wasatch Small Cap Value Fund WASATCH FUNDS TRUST | 587,792 | 33.5M $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 529,559 | 30.2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund John Hancock Investment Trust | 406,357 | 26.5M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 464,092 | 26.5M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 450,421 | 25.7M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 389,009 | 23.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 368,377 | 21.9M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 359,555 | 21.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 289,779 | 18.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 329,608 | 18.8M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 257,150 | 16.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 286,760 | 16.3M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 282,420 | 16.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 272,311 | 15.5M $ | 2.72 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 270,757 | 15.4M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 268,568 | 15.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 253,568 | 15.1M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 232,701 | 13.8M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Emerald Growth Fund FINANCIAL INVESTORS TRUST | 207,358 | 13.5M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST | 204,138 | 13.3M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 203,525 | 13.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 214,061 | 12.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 222,455 | 12.7M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Voya Small Cap Growth Fund Voya Equity Trust | 197,730 | 11.7M $ | 0.63 % | as of Feb 28, 2026 · Original filing |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 194,897 | 11.1M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust | 187,949 | 10.7M $ | 4.38 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 163,269 | 10.6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 159,576 | 9.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 165,457 | 9.4M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 139,934 | 9.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 139,778 | 9.1M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| iShares Core High Dividend ETF iShares Trust | 135,512 | 8.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 139,122 | 8.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 113,785 | 7.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 123,963 | 7.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 117,782 | 7M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Small Cap Dynamic Growth Fund John Hancock Funds II | 117,300 | 7M $ | 1.34 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 121,717 | 6.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 120,883 | 6.9M $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 114,820 | 6.5M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 110,126 | 6.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 113,721 | 6.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 95,092 | 6.2M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 89,290 | 5.8M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST | 100,000 | 5.7M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 94,700 | 5.6M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 98,399 | 5.6M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 85,582 | 5.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 93,400 | 5.3M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 91,321 | 5.2M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II | 86,144 | 4.9M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 73,766 | 4.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 83,995 | 4.8M $ | 1.89 % | as of Mar 31, 2026 · Original filing |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 70,759 | 4.6M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 72,851 | 4.3M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 75,540 | 4.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II | 71,624 | 4.3M $ | 1.72 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 69,993 | 4.2M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| Artisan Mid Cap Value Fund Artisan Partners Funds Inc. | 72,747 | 4.1M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 68,166 | 4M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 60,523 | 3.9M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 67,479 | 3.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 58,163 | 3.8M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 64,215 | 3.7M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 63,150 | 3.6M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Madison Small Cap Fund MADISON FUNDS | 53,688 | 3.5M $ | 2.26 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 52,932 | 3.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 52,200 | 3.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 57,995 | 3.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 56,522 | 3.2M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Victory Market Neutral Income Fund Victory Portfolios II | 56,033 | 3.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Series LORD ABBETT RESEARCH FUND INC | 52,364 | 3.1M $ | 0.81 % | as of Feb 28, 2026 · Original filing |
| Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 52,130 | 3.1M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. | 51,798 | 3.1M $ | 0.79 % | as of Feb 28, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 52,961 | 3M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 46,327 | 3M $ | 1.16 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 44,505 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 49,838 | 2.8M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 49,600 | 2.8M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 49,391 | 2.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Fund ULTRA SERIES FUND | 49,267 | 2.8M $ | 2.75 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 47,076 | 2.8M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,106 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 47,616 | 2.7M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 43,910 | 2.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 45,113 | 2.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 38,834 | 2.5M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 38,796 | 2.5M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 38,540 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 42,270 | 2.4M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 36,875 | 2.4M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 41,500 | 2.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 41,303 | 2.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 41,178 | 2.3M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Fund ROYCE FUND | 40,085 | 2.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 38,604 | 2.2M $ | 2.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 37,207 | 2.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| CRM SMALL CAP VALUE FUND CRM Mutual Fund Trust | 32,471 | 2.1M $ | 2.98 % | as of Apr 30, 2026 · Original filing |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 37,020 | 2.1M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 32,191 | 2.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 36,747 | 2.1M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | 35,928 | 2M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 34,238 | 2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Hilton Small-MidCap Opportunity ETF Tidal Trust II | 29,359 | 1.9M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 28,698 | 1.9M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 27,782 | 1.8M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Focused Small Cap Value Fund LORD ABBETT SECURITIES TRUST | 27,685 | 1.8M $ | 1.88 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 27,242 | 1.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III | 26,660 | 1.7M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 30,396 | 1.7M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc | 29,950 | 1.7M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 26,052 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 25,124 | 1.6M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 27,465 | 1.6M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 24,058 | 1.6M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 23,828 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 23,449 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 26,090 | 1.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 25,915 | 1.5M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 25,800 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 24,463 | 1.5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 25,320 | 1.4M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 21,963 | 1.4M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 23,930 | 1.4M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 23,811 | 1.4M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 24,536 | 1.4M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 24,484 | 1.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 23,485 | 1.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 22,107 | 1.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 22,557 | 1.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 22,284 | 1.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 21,845 | 1.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 21,459 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 20,233 | 1.2M $ | 0.11 % | as of Feb 27, 2026 · Original filing |
| Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST | 20,918 | 1.2M $ | 3.34 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 20,547 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 20,350 | 1.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 18,951 | 1.1M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 19,553 | 1.1M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc | 19,277 | 1.1M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| ALGER SMALL CAP GROWTH FUND ALGER FUNDS | 16,610 | 1.1M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 16,583 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 16,258 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 15,924 | 1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 15,862 | 1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 15,775 | 1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 17,853 | 1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 17,134 | 1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 17,577 | 1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust | 16,812 | 958.3K $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 16,331 | 930.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 16,279 | 927.9K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 16,073 | 916.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 15,742 | 897.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Dunham Small Cap Growth Fund Dunham Funds | 11,839 | 771K $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 13,435 | 765.8K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 13,345 | 760.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 13,290 | 757.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 13,183 | 751.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Zacks Small/Mid Cap ETF Zacks Trust | 12,646 | 750.7K $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 11,288 | 735.1K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 11,211 | 730.1K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 11,800 | 700.4K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 11,295 | 670.5K $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 11,129 | 660.6K $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 11,469 | 653.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust | 11,130 | 634.4K $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 10,832 | 617.4K $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 10,690 | 609.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 10,394 | 592.5K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Alger Small Cap Growth Portfolio ALGER PORTFOLIOS | 10,075 | 574.3K $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 9,732 | 554.7K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 9,720 | 554K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 8,319 | 541.7K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 9,466 | 539.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,216 | 535K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 9,372 | 534.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 9,356 | 533.3K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II | 9,136 | 520.8K $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 7,978 | 519.5K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| SIMT Multi-Strategy Alternatives Fund SEI INSTITUTIONAL MANAGED TRUST | 8,963 | 510.9K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,913 | 508K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 8,549 | 507.5K $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 8,800 | 501.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |