Titelia

Funds holding NBT Bancorp Inc

271 funds declare a position · 73 ETFs and 198 other funds · 877.8M $ · US6287781024

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

FundSharesValueWeight
iShares Core S&P Small-Cap ETF iShares Trust 3,140,298133.7M $0.15 %as of Mar 31, 2026 · Original filing
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,585,68467.5M $0.00 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 1,261,86053.7M $0.07 %as of Mar 31, 2026 · Original filing
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,145,40348.8M $0.03 %as of Mar 31, 2026 · Original filing
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 729,67331.1M $0.05 %as of Mar 31, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 582,51924.8M $0.03 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 508,35222.2M $0.07 %as of Apr 30, 2026 · Original filing
iShares S&P Small-Cap 600 Value ETF iShares Trust 510,73621.7M $0.29 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 472,72420.1M $0.15 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 Value ETF iShares Trust 411,16617.5M $0.14 %as of Mar 31, 2026 · Original filing
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 380,90316.6M $0.11 %as of Apr 30, 2026 · Original filing
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 381,63816.3M $0.15 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 347,05015.2M $0.11 %as of Apr 30, 2026 · Original filing
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 332,79814.2M $0.15 %as of Mar 31, 2026 · Original filing
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 293,51712.8M $0.01 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 287,31112.2M $0.33 %as of Mar 31, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 273,08811.9M $0.06 %as of Apr 30, 2026 · Original filing
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 276,81511.8M $0.13 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 273,93111.7M $0.29 %as of Mar 31, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 272,44411.6M $0.03 %as of Feb 28, 2026 · Original filing
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 265,95911.3M $0.01 %as of Mar 31, 2026 · Original filing
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 254,50810.9M $0.05 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 253,82210.8M $0.07 %as of Feb 28, 2026 · Original filing
Victory Integrity Small-Cap Value Fund Victory Portfolios 245,00010.4M $1.02 %as of Mar 31, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 210,8989.2M $0.12 %as of Apr 30, 2026 · Original filing
Regional Bank Fund John Hancock Investment Trust II 207,7609.1M $1.04 %as of Apr 30, 2026 · Original filing
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 205,3498.7M $0.09 %as of Mar 31, 2026 · Original filing
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 199,4718.7M $0.01 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 199,6818.5M $0.66 %as of Mar 31, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 179,4957.7M $0.14 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 164,5277.2M $0.05 %as of Apr 30, 2026 · Original filing
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 142,0446.1M $0.92 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 124,2535.4M $0.01 %as of Apr 30, 2026 · Original filing
JPMorgan Small Cap Blend Fund JPMorgan Trust I 123,1575.2M $0.37 %as of Mar 31, 2026 · Original filing
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 116,2015M $0.05 %as of Feb 28, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 115,0834.9M $0.29 %as of Feb 28, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 112,3384.9M $0.07 %as of Apr 30, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 109,3794.7M $0.19 %as of Feb 28, 2026 · Original filing
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 104,9264.6M $0.02 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 102,0474.3M $0.22 %as of Mar 31, 2026 · Original filing
Dimensional US Small Cap Value ETF Dimensional ETF Trust 96,3844.2M $0.06 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 95,1074.2M $0.01 %as of Apr 30, 2026 · Original filing
Small Cap Value Fund Northern Funds 96,5824.1M $0.67 %as of Mar 31, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 95,8664.1M $0.00 %as of Feb 28, 2026 · Original filing
Financial Industries Fund John Hancock Investment Trust II 90,3153.9M $1.47 %as of Apr 30, 2026 · Original filing
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 87,5443.7M $0.03 %as of Feb 28, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 83,6843.7M $0.01 %as of Apr 30, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 84,2043.6M $0.07 %as of Mar 31, 2026 · Original filing
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 83,2713.6M $0.14 %as of Feb 28, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 83,0843.5M $0.00 %as of Mar 31, 2026 · Original filing
JNL Small Cap Index Fund JNL Series Trust 80,9053.4M $0.14 %as of Mar 31, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 78,6543.4M $0.00 %as of Feb 28, 2026 · Original filing
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 78,0863.3M $0.08 %as of Mar 31, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 60,1992.6M $0.07 %as of Apr 30, 2026 · Original filing
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 59,5772.5M $0.14 %as of Mar 31, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 53,2752.3M $0.07 %as of Mar 31, 2026 · Original filing
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 51,4182.2M $0.09 %as of Mar 31, 2026 · Original filing
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 48,9132.1M $0.18 %as of Apr 30, 2026 · Original filing
Avantis U.S. Small Cap Value ETF American Century ETF Trust 48,9412.1M $0.01 %as of Feb 28, 2026 · Original filing
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 45,1171.9M $0.14 %as of Mar 31, 2026 · Original filing
Financial Industries Trust John Hancock Variable Insurance Trust 43,9811.9M $1.54 %as of Mar 31, 2026 · Original filing
SmallCap S&P 600 Index Fund Principal Funds, Inc 41,1211.8M $0.13 %as of Apr 30, 2026 · Original filing
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 41,8891.8M $0.74 %as of Feb 28, 2026 · Original filing
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 41,6461.8M $0.34 %as of Mar 31, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,7861.7M $0.03 %as of Apr 30, 2026 · Original filing
Victory Small Cap Stock Fund Victory Portfolios III 39,3501.7M $0.19 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 38,5131.7M $0.01 %as of Apr 30, 2026 · Original filing
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 37,3991.6M $0.14 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. High Dividend Fund WisdomTree Trust 36,3351.5M $0.11 %as of Mar 31, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 35,3921.5M $0.00 %as of Apr 30, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 35,3881.5M $0.05 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 35,2801.5M $0.14 %as of Feb 28, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 34,9391.5M $0.08 %as of Mar 31, 2026 · Original filing
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 34,9191.5M $0.14 %as of Mar 31, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 33,1971.5M $0.00 %as of Apr 30, 2026 · Original filing
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 33,7391.4M $0.01 %as of Feb 28, 2026 · Original filing
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 32,9811.4M $0.00 %as of Apr 30, 2026 · Original filing
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 33,5131.4M $0.33 %as of Mar 31, 2026 · Original filing
Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust 32,2001.4M $1.44 %as of Mar 31, 2026 · Original filing
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 31,2661.4M $0.01 %as of Apr 30, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 30,3741.3M $0.00 %as of Feb 28, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 28,6221.2M $0.08 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 27,1791.2M $0.00 %as of Apr 30, 2026 · Original filing
iShares Russell 2000 Growth ETF iShares Trust 27,5121.2M $0.01 %as of Mar 31, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 27,2701.2M $0.00 %as of Mar 31, 2026 · Original filing
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 26,2901.1M $0.05 %as of Apr 30, 2026 · Original filing
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 26,0711.1M $0.13 %as of Apr 30, 2026 · Original filing
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 24,5411.1M $0.22 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. SmallCap Fund WisdomTree Trust 23,9861M $0.16 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund Northern Funds 23,445998.3K $0.07 %as of Mar 31, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 23,003979.5K $0.00 %as of Mar 31, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 22,192969.6K $0.07 %as of Apr 30, 2026 · Original filing
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 22,537959.6K $0.35 %as of Mar 31, 2026 · Original filing
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 22,481957.2K $0.22 %as of Mar 31, 2026 · Original filing
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 22,253950.6K $0.06 %as of Feb 28, 2026 · Original filing
Timothy Plan US Small Cap Core ETF Timothy Plan 22,159943.5K $0.31 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund VALIC Co I 20,177862K $0.07 %as of Feb 28, 2026 · Original filing
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 19,642858.2K $0.14 %as of Apr 30, 2026 · Original filing
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 19,343845.1K $0.10 %as of Apr 30, 2026 · Original filing
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 18,967828.7K $0.11 %as of Apr 30, 2026 · Original filing
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 19,212820.7K $0.01 %as of Feb 28, 2026 · Original filing
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 18,600812.6K $0.05 %as of Apr 30, 2026 · Original filing
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 18,525809.4K $0.03 %as of Apr 30, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 18,655794.3K $0.04 %as of Mar 31, 2026 · Original filing
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 18,458785.9K $0.15 %as of Mar 31, 2026 · Original filing
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 18,406783.7K $1.08 %as of Mar 31, 2026 · Original filing
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 17,897762.1K $0.14 %as of Mar 31, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 17,800757.9K $0.03 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 17,501745.2K $0.28 %as of Mar 31, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 16,987723.3K $0.08 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 15,785689.6K $0.00 %as of Apr 30, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 16,101687.8K $0.01 %as of Feb 28, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 15,614664.8K $0.07 %as of Mar 31, 2026 · Original filing
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 15,213649.9K $0.10 %as of Feb 28, 2026 · Original filing
RMB Mendon Financial Services Fund RMB Investors Trust 15,000638.7K $0.28 %as of Mar 31, 2026 · Original filing
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 14,723626.9K $0.15 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 14,031613K $0.01 %as of Apr 30, 2026 · Original filing
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 13,973610.5K $0.10 %as of Apr 30, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,822603.9K $0.01 %as of Apr 30, 2026 · Original filing
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 13,300581.1K $0.02 %as of Apr 30, 2026 · Original filing
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 13,092572K $0.03 %as of Apr 30, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 13,353568.6K $0.07 %as of Mar 31, 2026 · Original filing
North Star Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 12,000512.6K $1.55 %as of Feb 28, 2026 · Original filing
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,717511.9K $0.09 %as of Apr 30, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 11,920507.6K $0.00 %as of Mar 31, 2026 · Original filing
VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC 11,891506.3K $0.28 %as of Mar 31, 2026 · Original filing
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 11,629496.8K $0.19 %as of Feb 28, 2026 · Original filing
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 11,402487.1K $0.00 %as of Feb 28, 2026 · Original filing
iShares Morningstar Small-Cap Value ETF iShares Trust 10,359452.6K $0.07 %as of Apr 30, 2026 · Original filing
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 10,198445.6K $0.24 %as of Apr 30, 2026 · Original filing
Voya MI Dynamic Small Cap Fund Voya Equity Trust 10,238437.4K $0.26 %as of Feb 28, 2026 · Original filing
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 10,170433K $0.07 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 9,696412.9K $0.00 %as of Mar 31, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 9,627409.9K $0.06 %as of Mar 31, 2026 · Original filing
Small Cap Index Trust John Hancock Variable Insurance Trust 9,372399.1K $0.07 %as of Mar 31, 2026 · Original filing
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 9,226392.8K $0.01 %as of Mar 31, 2026 · Original filing
Clearwater Select Equity Fund Clearwater Investment Trust 8,334354.9K $0.08 %as of Mar 31, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,208350.6K $0.03 %as of Feb 28, 2026 · Original filing
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 8,176349.3K $0.16 %as of Feb 28, 2026 · Original filing
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 7,927346.3K $0.08 %as of Apr 30, 2026 · Original filing
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 7,854343.1K $0.02 %as of Apr 30, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,817341.5K $0.03 %as of Apr 30, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,601332.1K $0.01 %as of Apr 30, 2026 · Original filing
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,750331.1K $0.04 %as of Feb 28, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 7,376314.1K $0.02 %as of Mar 31, 2026 · Original filing
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 7,280310K $0.03 %as of Mar 31, 2026 · Original filing
1290 VT Small Cap Value Portfolio EQ Advisors Trust 7,185305.9K $0.07 %as of Mar 31, 2026 · Original filing
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 7,146304.3K $0.07 %as of Mar 31, 2026 · Original filing
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 6,776288.5K $0.05 %as of Mar 31, 2026 · Original filing
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,742287.1K $0.00 %as of Mar 31, 2026 · Original filing
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 6,710285.7K $0.11 %as of Mar 31, 2026 · Original filing
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 6,625283K $0.04 %as of Feb 28, 2026 · Original filing
Small Cap Core Fund Northern Funds 6,577280K $0.08 %as of Mar 31, 2026 · Original filing
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,411273K $0.03 %as of Mar 31, 2026 · Original filing
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 6,341270K $0.08 %as of Mar 31, 2026 · Original filing
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 6,318269K $0.00 %as of Mar 31, 2026 · Original filing
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,167262.6K $0.07 %as of Mar 31, 2026 · Original filing
Victory Extended Market Index Fund Victory Portfolios III 5,855255.8K $0.03 %as of Apr 30, 2026 · Original filing
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 5,987254.9K $0.14 %as of Mar 31, 2026 · Original filing
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,932252.6K $0.08 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 5,748251.1K $0.01 %as of Apr 30, 2026 · Original filing
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 5,625245.8K $0.00 %as of Apr 30, 2026 · Original filing
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,555242.7K $0.07 %as of Apr 30, 2026 · Original filing
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,969212.3K $0.08 %as of Feb 28, 2026 · Original filing
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 4,778203.4K $0.17 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,508192.6K $0.00 %as of Feb 28, 2026 · Original filing
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 4,510192K $0.10 %as of Mar 31, 2026 · Original filing
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 4,366190.8K $0.01 %as of Apr 30, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,369186K $0.01 %as of Mar 31, 2026 · Original filing
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,280182.2K $0.07 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 4,258181.9K $0.15 %as of Feb 28, 2026 · Original filing
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 4,228180K $0.14 %as of Mar 31, 2026 · Original filing
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 4,206179.1K $0.06 %as of Mar 31, 2026 · Original filing
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4,075178K $0.07 %as of Apr 30, 2026 · Original filing
iShares MSCI World Small-Cap ETF iShares Trust 4,098175.1K $0.02 %as of Feb 28, 2026 · Original filing
JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust 4,070173.3K $0.72 %as of Mar 31, 2026 · Original filing
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 3,904166.2K $0.07 %as of Mar 31, 2026 · Original filing
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 3,672160.4K $0.01 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 3,690157.1K $0.01 %as of Mar 31, 2026 · Original filing
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,600153.3K $0.00 %as of Mar 31, 2026 · Original filing
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,595153.1K $0.03 %as of Mar 31, 2026 · Original filing
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,539150.7K $0.01 %as of Mar 31, 2026 · Original filing
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 3,476148K $0.31 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,446146.7K $0.02 %as of Mar 31, 2026 · Original filing
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 3,327145.4K $0.00 %as of Apr 30, 2026 · Original filing
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,396144.6K $0.08 %as of Mar 31, 2026 · Original filing
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,198139.7K $0.00 %as of Apr 30, 2026 · Original filing
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 3,181135.9K $0.57 %as of Feb 28, 2026 · Original filing
ProShares Ultra Russell2000 ProShares Trust 3,170135.4K $0.05 %as of Feb 28, 2026 · Original filing
ProShares UltraPro Russell2000 ProShares Trust 3,164135.2K $0.04 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,066131K $0.01 %as of Feb 28, 2026 · Original filing
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,964126.6K $0.12 %as of Feb 28, 2026 · Original filing
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,874122.4K $0.01 %as of Mar 31, 2026 · Original filing
EQ/Common Stock Index Portfolio EQ Advisors Trust 2,600110.7K $0.00 %as of Mar 31, 2026 · Original filing
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,526107.6K $0.00 %as of Mar 31, 2026 · Original filing
AQR Small Cap Multi-Style Fund AQR Funds 2,515107.1K $0.07 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 2,475105.4K $0.01 %as of Mar 31, 2026 · Original filing
WisdomTree Global High Dividend Fund WisdomTree Trust 2,30898.3K $0.07 %as of Mar 31, 2026 · Original filing
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 2,27696.9K $0.06 %as of Mar 31, 2026 · Original filing
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,18295.3K $0.02 %as of Apr 30, 2026 · Original filing