Titelia

Funds holding Novanta Inc

386 funds declare a position · 79 ETFs and 307 other funds · 2.5B $ · CA67000B1040

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

FundSharesValueWeight
iShares Core S&P Mid-Cap ETF iShares Trust 1,184,461139.9M $0.13 %as of Mar 31, 2026 · Original filing
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,147,639135.5M $0.01 %as of Mar 31, 2026 · Original filing
VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND 901,147121.1M $0.09 %as of Feb 28, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 881,869104.2M $0.14 %as of Mar 31, 2026 · Original filing
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 824,86297.4M $0.06 %as of Mar 31, 2026 · Original filing
CONESTOGA SMALL CAP FUND Conestoga Funds 709,59083.8M $3.73 %as of Mar 31, 2026 · Original filing
T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. 660,06078M $0.53 %as of Mar 31, 2026 · Original filing
Allspring Special Mid Cap Value Fund ALLSPRING FUNDS TRUST 519,20061.3M $0.48 %as of Mar 31, 2026 · Original filing
Wasatch Core Growth Fund WASATCH FUNDS TRUST 504,70559.6M $2.00 %as of Mar 31, 2026 · Original filing
Nomura Mid Cap Growth Fund IVY FUNDS 485,85257.4M $1.91 %as of Mar 31, 2026 · Original filing
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 482,55857M $1.83 %as of Mar 31, 2026 · Original filing
Small Cap Growth Fund American Century Mutual Funds, Inc. 428,77355.5M $1.10 %as of Apr 30, 2026 · Original filing
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 461,36954.5M $0.14 %as of Mar 31, 2026 · Original filing
Congress Small Cap Growth Fund Professionally Managed Portfolios 380,00049.2M $2.55 %as of Apr 30, 2026 · Original filing
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 400,00047.2M $1.75 %as of Mar 31, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 399,40647.2M $0.06 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 357,04546.2M $0.14 %as of Apr 30, 2026 · Original filing
JPMorgan Small Cap Equity Fund JPMorgan Trust I 318,69037.6M $1.32 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 Growth ETF iShares Trust 294,25234.8M $0.29 %as of Mar 31, 2026 · Original filing
BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 292,55034.6M $2.11 %as of Mar 31, 2026 · Original filing
Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds 247,45932.1M $2.91 %as of Apr 30, 2026 · Original filing
ROBO Global Robotics and Automation Index ETF EXCHANGE TRADED CONCEPTS TRUST 209,11427.1M $1.53 %as of Apr 30, 2026 · Original filing
Janus Henderson Venture Fund JANUS INVESTMENT FUND 214,25725.3M $0.83 %as of Mar 31, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 186,89825.1M $0.06 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 178,93324.1M $0.16 %as of Feb 28, 2026 · Original filing
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 173,59823.3M $0.11 %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. 186,52922M $0.27 %as of Mar 31, 2026 · Original filing
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 184,37821.8M $0.17 %as of Mar 31, 2026 · Original filing
Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II 182,00021.5M $2.09 %as of Mar 31, 2026 · Original filing
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 154,58020.8M $0.02 %as of Feb 28, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 159,96620.7M $0.11 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 174,94020.7M $0.13 %as of Mar 31, 2026 · Original filing
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 171,43520.2M $1.01 %as of Mar 31, 2026 · Original filing
Victory Pioneer Select Mid Cap Growth Fund Victory Portfolios IV 139,56018.8M $1.11 %as of Feb 28, 2026 · Original filing
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 142,84318.5M $0.48 %as of Apr 30, 2026 · Original filing
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 134,55215.9M $0.02 %as of Mar 31, 2026 · Original filing
CONESTOGA SMID CAP FUND Conestoga Funds 128,77015.2M $3.05 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 109,85014.2M $0.10 %as of Apr 30, 2026 · Original filing
Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST 109,62814.2M $0.08 %as of Apr 30, 2026 · Original filing
Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust 99,83913.4M $1.09 %as of Feb 28, 2026 · Original filing
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 96,49413M $0.10 %as of Feb 28, 2026 · Original filing
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 108,87112.9M $1.83 %as of Mar 31, 2026 · Original filing
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 96,92112.6M $0.13 %as of Apr 30, 2026 · Original filing
Allspring SMID Cap Growth Fund ALLSPRING FUNDS TRUST 105,86212.5M $1.55 %as of Mar 31, 2026 · Original filing
iShares S&P Mid-Cap 400 Growth ETF iShares Trust 102,29412.1M $0.12 %as of Mar 31, 2026 · Original filing
iShares S&P Mid-Cap 400 Value ETF iShares Trust 96,18011.4M $0.14 %as of Mar 31, 2026 · Original filing
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 95,07011.2M $1.13 %as of Mar 31, 2026 · Original filing
Congress SMid Growth ETF Professionally Managed Portfolios 79,52710.3M $2.38 %as of Apr 30, 2026 · Original filing
FAM SMALL CAP FUND Fenimore Asset Management Trust 86,74110.2M $3.40 %as of Mar 31, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 79,05410.2M $0.14 %as of Apr 30, 2026 · Original filing
Brown Advisory Small-Cap Growth Fund Brown Advisory Funds 78,7929.3M $1.68 %as of Mar 31, 2026 · Original filing
AMG GW&K Small Cap Core Fund AMG Funds 77,9599.2M $1.37 %as of Mar 31, 2026 · Original filing
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 67,5849.1M $0.74 %as of Feb 28, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 66,8659M $0.01 %as of Feb 28, 2026 · Original filing
Osterweis Opportunity Fund Professionally Managed Portfolios 75,7959M $3.12 %as of Mar 31, 2026 · Original filing
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS 74,4548.8M $0.78 %as of Mar 31, 2026 · Original filing
AMG GW&K Small/Mid Cap Core Fund AMG Funds 71,3858.4M $1.18 %as of Mar 31, 2026 · Original filing
Artisan Small Cap Fund Artisan Partners Funds Inc. 71,2028.4M $0.94 %as of Mar 31, 2026 · Original filing
SmallCap Growth Fund I Principal Funds, Inc 62,9218.2M $0.35 %as of Apr 30, 2026 · Original filing
LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 68,7488.1M $1.27 %as of Mar 31, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 59,2637.7M $0.10 %as of Apr 30, 2026 · Original filing
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 54,4277.3M $0.14 %as of Feb 28, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 53,3347.2M $0.01 %as of Feb 28, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 59,2937M $0.15 %as of Mar 31, 2026 · Original filing
Buffalo Small Cap Growth Fund Buffalo Funds 59,2557M $1.80 %as of Mar 31, 2026 · Original filing
MOA SMALL CAP GROWTH FUND MoA Funds Corp 54,5266.4M $1.55 %as of Mar 31, 2026 · Original filing
Small Cap Growth Fund VALIC Co I 46,4986.3M $1.15 %as of Feb 28, 2026 · Original filing
Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. 47,5906.2M $1.87 %as of Apr 30, 2026 · Original filing
NVIT Allspring Discovery Fund Nationwide Variable Insurance Trust 52,1176.2M $1.55 %as of Mar 31, 2026 · Original filing
Small Cap Dynamic Growth Fund John Hancock Funds II 45,3496.1M $1.18 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 45,3835.9M $0.01 %as of Apr 30, 2026 · Original filing
Nomura VIP Mid Cap Growth Series Ivy Variable Insurance Portfolios 49,3725.8M $1.73 %as of Mar 31, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 43,3575.6M $0.14 %as of Apr 30, 2026 · Original filing
Victory Science & Technology Fund Victory Portfolios III 42,3645.5M $0.39 %as of Apr 30, 2026 · Original filing
Mercer US Small/Mid Cap Equity Fund Mercer Funds 45,8295.4M $0.32 %as of Mar 31, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 45,4515.4M $0.01 %as of Mar 31, 2026 · Original filing
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 39,6535.3M $0.05 %as of Feb 28, 2026 · Original filing
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 43,3105.1M $0.67 %as of Mar 31, 2026 · Original filing
DF DENT SMALL CAP GROWTH FUND FORUM FUNDS 42,2895M $3.34 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,7244.9M $0.01 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 37,5754.9M $0.01 %as of Apr 30, 2026 · Original filing
NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 41,0444.8M $1.30 %as of Mar 31, 2026 · Original filing
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 40,7714.8M $0.27 %as of Mar 31, 2026 · Original filing
Victory RS Small Cap Growth Fund Victory Portfolios 40,6604.8M $1.44 %as of Mar 31, 2026 · Original filing
Nuveen ESG Small-Cap ETF NuShares ETF Trust 36,8924.8M $0.37 %as of Apr 30, 2026 · Original filing
Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust 35,1934.7M $1.12 %as of Feb 28, 2026 · Original filing
Small-Cap Growth Portfolio PACIFIC SELECT FUND 37,8774.5M $1.01 %as of Mar 31, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 37,7124.5M $0.13 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 33,0834.4M $0.31 %as of Feb 28, 2026 · Original filing
JNL Mid Cap Index Fund JNL Series Trust 36,2694.3M $0.13 %as of Mar 31, 2026 · Original filing
ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS 31,2254M $1.44 %as of Apr 30, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 29,2543.8M $0.01 %as of Apr 30, 2026 · Original filing
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 27,4683.7M $0.42 %as of Feb 28, 2026 · Original filing
Mid Value Fund John Hancock Funds II 27,3713.7M $0.28 %as of Feb 28, 2026 · Original filing
ALGER MID CAP GROWTH FUND ALGER FUNDS 28,3633.7M $1.32 %as of Apr 30, 2026 · Original filing
Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II 31,1043.7M $1.10 %as of Mar 31, 2026 · Original filing
Mid Cap Index Fund VALIC Co I 27,3213.7M $0.14 %as of Feb 28, 2026 · Original filing
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 27,9533.6M $0.00 %as of Apr 30, 2026 · Original filing
Mid Value Trust John Hancock Variable Insurance Trust 30,6333.6M $0.57 %as of Mar 31, 2026 · Original filing
Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 30,1243.6M $0.49 %as of Mar 31, 2026 · Original filing
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 26,3803.5M $0.14 %as of Feb 28, 2026 · Original filing
EQ/Mid Cap Index Portfolio EQ Advisors Trust 29,3243.5M $0.13 %as of Mar 31, 2026 · Original filing
BlackRock Advantage Small Cap Core Fund BlackRock Funds 25,6963.5M $0.08 %as of Feb 27, 2026 · Original filing
SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust 29,1783.4M $1.18 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 29,1583.4M $0.14 %as of Mar 31, 2026 · Original filing
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 29,1053.4M $1.20 %as of Mar 31, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 26,4983.4M $0.12 %as of Apr 30, 2026 · Original filing
DF DENT MIDCAP GROWTH FUND FORUM FUNDS 28,4473.4M $1.28 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST 28,2653.3M $0.14 %as of Mar 31, 2026 · Original filing
Small Cap Special Values Fund VALIC Co I 24,1683.2M $1.86 %as of Feb 28, 2026 · Original filing
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 27,4563.2M $0.29 %as of Mar 31, 2026 · Original filing
AMG GW&K Small Cap Growth Fund AMG Funds IV 23,8403.1M $1.48 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST 25,5663M $0.12 %as of Mar 31, 2026 · Original filing
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 25,3443M $0.28 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 21,9132.9M $0.12 %as of Feb 28, 2026 · Original filing
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 22,5462.9M $0.08 %as of Apr 30, 2026 · Original filing
Allspring Special Global Small Cap Fund ALLSPRING FUNDS TRUST 22,1752.9M $2.66 %as of Apr 30, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 21,1902.8M $0.01 %as of Feb 28, 2026 · Original filing
Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 21,8412.8M $1.60 %as of Apr 30, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 23,8632.8M $0.14 %as of Mar 31, 2026 · Original filing
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 20,9512.8M $0.01 %as of Feb 28, 2026 · Original filing
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 20,8412.8M $0.12 %as of Feb 28, 2026 · Original filing
Embark Small Cap Equity Fund Harbor Funds II 21,4132.8M $0.48 %as of Apr 30, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 21,1092.7M $0.01 %as of Apr 30, 2026 · Original filing
Mid Cap Index Fund Northern Funds 22,5942.7M $0.13 %as of Mar 31, 2026 · Original filing
HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC 21,6762.6M $0.48 %as of Mar 31, 2026 · Original filing
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 21,0002.5M $0.53 %as of Mar 31, 2026 · Original filing
KraneShares Global Humanoid and Embodied Intelligence Index ETF Krane Shares Trust 20,7292.4M $2.05 %as of Mar 31, 2026 · Original filing
Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST 18,6152.4M $0.74 %as of Apr 30, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 18,6002.4M $0.01 %as of Apr 30, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 20,0832.4M $0.00 %as of Mar 31, 2026 · Original filing
VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc 19,5522.3M $1.05 %as of Mar 31, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 19,5402.3M $0.15 %as of Mar 31, 2026 · Original filing
Morningstar U.S. Equity Fund Morningstar Funds Trust 17,0982.2M $0.12 %as of Apr 30, 2026 · Original filing
iShares Expanded Tech Sector ETF iShares Trust 18,5932.2M $0.03 %as of Mar 31, 2026 · Original filing
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 15,6212.1M $0.15 %as of Feb 28, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 17,5082.1M $0.01 %as of Mar 31, 2026 · Original filing
Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST 17,5072.1M $0.78 %as of Mar 31, 2026 · Original filing
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 15,3232.1M $0.13 %as of Feb 28, 2026 · Original filing
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 17,2452M $0.75 %as of Mar 31, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 15,6452M $0.14 %as of Apr 30, 2026 · Original filing
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 15,5992M $0.11 %as of Apr 30, 2026 · Original filing
Allspring VT Discovery SMID Cap Growth Fund Allspring VARIABLE TRUST 16,9512M $1.55 %as of Mar 31, 2026 · Original filing
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 16,6402M $0.13 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund Northern Funds 16,6392M $0.14 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund VALIC Co I 14,5162M $0.16 %as of Feb 28, 2026 · Original filing
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 16,3871.9M $0.13 %as of Mar 31, 2026 · Original filing
Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND 16,1251.9M $0.61 %as of Mar 31, 2026 · Original filing
iShares Core S&P U.S. Value ETF iShares Trust 16,0701.9M $0.01 %as of Mar 31, 2026 · Original filing
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 16,0021.9M $0.68 %as of Mar 31, 2026 · Original filing
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 14,5411.9M $0.14 %as of Apr 30, 2026 · Original filing
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 15,8521.9M $0.09 %as of Mar 31, 2026 · Original filing
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 14,4541.9M $0.09 %as of Apr 30, 2026 · Original filing
Penn Series Mid Cap Growth Fund Penn Series Funds Inc 15,7411.9M $1.74 %as of Mar 31, 2026 · Original filing
MidCap S&P 400 Index Fund Principal Funds, Inc 13,6851.8M $0.13 %as of Apr 30, 2026 · Original filing
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 14,7671.7M $0.26 %as of Mar 31, 2026 · Original filing
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 14,5591.7M $0.27 %as of Mar 31, 2026 · Original filing
Alger Mid Cap Growth Portfolio ALGER PORTFOLIOS 14,5141.7M $1.22 %as of Mar 31, 2026 · Original filing
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 14,3391.7M $0.06 %as of Mar 31, 2026 · Original filing
iShares Core S&P U.S. Growth ETF iShares Trust 14,3331.7M $0.01 %as of Mar 31, 2026 · Original filing
BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I 13,9811.7M $0.62 %as of Mar 31, 2026 · Original filing
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 13,8631.6M $0.24 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 12,5701.6M $0.07 %as of Apr 30, 2026 · Original filing
The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC 12,5311.6M $0.53 %as of Apr 30, 2026 · Original filing
Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds 13,5041.6M $1.51 %as of Mar 31, 2026 · Original filing
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 13,4861.6M $0.13 %as of Mar 31, 2026 · Original filing
Mid Cap Index Trust John Hancock Variable Insurance Trust 12,7081.5M $0.13 %as of Mar 31, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 12,4311.5M $0.06 %as of Mar 31, 2026 · Original filing
iShares Morningstar Small-Cap Growth ETF iShares Trust 11,2621.5M $0.15 %as of Apr 30, 2026 · Original filing
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 11,1081.4M $0.50 %as of Apr 30, 2026 · Original filing
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 12,1411.4M $0.13 %as of Mar 31, 2026 · Original filing
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 10,6091.4M $0.02 %as of Feb 28, 2026 · Original filing
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 11,9001.4M $0.13 %as of Mar 31, 2026 · Original filing
Allspring Mid Cap Value Portfolio Brighthouse Funds Trust I 11,7251.4M $0.48 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 10,6711.4M $0.01 %as of Apr 30, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 11,5801.4M $0.07 %as of Mar 31, 2026 · Original filing
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 11,4841.4M $1.18 %as of Mar 31, 2026 · Original filing
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 11,4301.3M $0.04 %as of Mar 31, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 11,3451.3M $0.14 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,2031.3M $0.02 %as of Apr 30, 2026 · Original filing
JNL/Mellon Information Technology Sector Fund JNL Series Trust 11,0951.3M $0.02 %as of Mar 31, 2026 · Original filing
Federated Hermes SDG Engagement Equity Fund Federated Hermes Adviser Series 10,0271.3M $1.46 %as of Apr 30, 2026 · Original filing
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 10,0131.3M $0.06 %as of Apr 30, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 10,9151.3M $0.13 %as of Mar 31, 2026 · Original filing
Victory RS Science & Technology Fund Victory Portfolios 10,9101.3M $0.68 %as of Mar 31, 2026 · Original filing
LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,4821.2M $0.13 %as of Mar 31, 2026 · Original filing
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 9,3381.2M $0.21 %as of Apr 30, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 9,9251.2M $0.01 %as of Mar 31, 2026 · Original filing
iMGP Small Company Fund LITMAN GREGORY FUNDS TRUST 9,6921.1M $2.30 %as of Mar 31, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 9,4611.1M $0.15 %as of Mar 31, 2026 · Original filing
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 9,3761.1M $0.06 %as of Mar 31, 2026 · Original filing
Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST 9,2431.1M $3.06 %as of Mar 31, 2026 · Original filing
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 8,0581.1M $0.01 %as of Feb 28, 2026 · Original filing
Diversified Equity Master Portfolio Master Investment Portfolio 8,6521M $0.03 %as of Mar 31, 2026 · Original filing
RBC SMID Cap Growth Fund RBC Funds Trust 8,5561M $0.91 %as of Mar 31, 2026 · Original filing
Geneva SMID Cap Growth Fund Series Portfolios Trust 7,4691M $2.20 %as of Feb 28, 2026 · Original filing
Victory Pioneer Select Mid Cap Growth VCT Portfolio Victory Variable Insurance Funds II 8,258975.4K $1.00 %as of Mar 31, 2026 · Original filing
WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST 8,131960.4K $2.04 %as of Mar 31, 2026 · Original filing
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 8,060952K $0.13 %as of Mar 31, 2026 · Original filing
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 7,299945.4K $0.05 %as of Apr 30, 2026 · Original filing