Titelia

Funds holding OFG Bancorp

325 funds declare a position · 84 ETFs and 241 other funds · 1.1B $ · PR67103X1020

Funds report on different dates: each line carries its own. The 200 largest lines are shown.

FundSharesValueWeight
iShares Core S&P Small-Cap ETF iShares Trust 2,556,393103.4M $0.11 %as of Mar 31, 2026 · Original filing
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 2,095,19784.8M $0.84 %as of Mar 31, 2026 · Original filing
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,383,07556M $0.00 %as of Mar 31, 2026 · Original filing
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 1,354,85654.3M $0.06 %as of Feb 28, 2026 · Original filing
Avantis U.S. Small Cap Value ETF American Century ETF Trust 1,281,25751.4M $0.22 %as of Feb 28, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 1,060,69042.9M $0.06 %as of Mar 31, 2026 · Original filing
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 992,40640.2M $0.02 %as of Mar 31, 2026 · Original filing
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 632,19925.6M $0.04 %as of Mar 31, 2026 · Original filing
Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND 572,50423.2M $2.00 %as of Mar 31, 2026 · Original filing
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 439,70620.2M $0.13 %as of Apr 30, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 427,23119.6M $0.06 %as of Apr 30, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 480,91519.5M $0.02 %as of Mar 31, 2026 · Original filing
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 391,24818M $0.47 %as of Apr 30, 2026 · Original filing
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 408,44016.5M $0.01 %as of Mar 31, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 349,11116M $0.21 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 390,58215.8M $0.11 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 376,35815.2M $0.41 %as of Mar 31, 2026 · Original filing
DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST 375,00015.2M $1.45 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 Value ETF iShares Trust 373,16715.1M $0.12 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 305,71814.1M $0.10 %as of Apr 30, 2026 · Original filing
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 305,23014M $0.36 %as of Apr 30, 2026 · Original filing
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 291,70313.4M $0.07 %as of Apr 30, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 257,55611.8M $0.06 %as of Apr 30, 2026 · Original filing
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 288,00811.7M $0.12 %as of Mar 31, 2026 · Original filing
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 273,57111.1M $0.11 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 261,53010.6M $0.82 %as of Mar 31, 2026 · Original filing
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 251,24210.2M $0.41 %as of Mar 31, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 229,6649.2M $0.02 %as of Feb 28, 2026 · Original filing
iShares S&P Small-Cap 600 Value ETF iShares Trust 220,3008.9M $0.12 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 218,7298.8M $0.06 %as of Feb 28, 2026 · Original filing
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 214,4538.6M $0.04 %as of Feb 28, 2026 · Original filing
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 179,5378.3M $0.23 %as of Apr 30, 2026 · Original filing
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 168,8757.8M $0.41 %as of Apr 30, 2026 · Original filing
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 161,2127.4M $0.89 %as of Apr 30, 2026 · Original filing
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 156,7027.2M $0.28 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 140,0166.4M $0.05 %as of Apr 30, 2026 · Original filing
iShares S&P Small-Cap 600 Growth ETF iShares Trust 157,2936.4M $0.10 %as of Mar 31, 2026 · Original filing
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 134,9406.2M $0.30 %as of Apr 30, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 150,8496M $0.11 %as of Feb 28, 2026 · Original filing
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 126,1855.1M $0.13 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 109,1005M $0.01 %as of Apr 30, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 94,6214.3M $0.06 %as of Apr 30, 2026 · Original filing
Dimensional US Small Cap Value ETF Dimensional ETF Trust 93,0964.3M $0.06 %as of Apr 30, 2026 · Original filing
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 92,5814.3M $0.69 %as of Apr 30, 2026 · Original filing
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 90,5004.2M $0.64 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 100,4134.1M $0.10 %as of Mar 31, 2026 · Original filing
NORTH SQUARE SMALL CAP VALUE FUND Exchange Place Advisors Trust 100,0274M $1.99 %as of Feb 28, 2026 · Original filing
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 98,2004M $0.33 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 98,3423.9M $0.16 %as of Feb 28, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 84,0933.9M $0.01 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 78,6403.6M $0.01 %as of Apr 30, 2026 · Original filing
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 87,8543.6M $0.23 %as of Mar 31, 2026 · Original filing
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 76,1913.5M $0.04 %as of Apr 30, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 84,3873.4M $0.00 %as of Feb 28, 2026 · Original filing
NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust 81,1603.3M $0.47 %as of Feb 28, 2026 · Original filing
Victory Small Cap Stock Fund Victory Portfolios III 70,3083.2M $0.36 %as of Apr 30, 2026 · Original filing
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 68,6353.2M $0.26 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 75,8913.1M $0.16 %as of Mar 31, 2026 · Original filing
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 74,4323M $0.02 %as of Feb 28, 2026 · Original filing
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 63,5202.9M $0.12 %as of Apr 30, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 70,4482.9M $0.06 %as of Mar 31, 2026 · Original filing
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 69,9652.8M $0.11 %as of Feb 28, 2026 · Original filing
Avantis U.S. Small Cap Value Fund American Century ETF Trust 68,7732.8M $0.19 %as of Feb 28, 2026 · Original filing
JNL Small Cap Index Fund JNL Series Trust 67,3002.7M $0.11 %as of Mar 31, 2026 · Original filing
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 63,9052.6M $0.15 %as of Mar 31, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 64,2102.6M $0.00 %as of Feb 28, 2026 · Original filing
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 62,2162.5M $0.58 %as of Mar 31, 2026 · Original filing
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 61,1432.5M $0.69 %as of Mar 31, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 52,1022.4M $0.06 %as of Apr 30, 2026 · Original filing
Small Cap Value Fund Northern Funds 56,7012.3M $0.37 %as of Mar 31, 2026 · Original filing
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 56,4692.3M $0.31 %as of Mar 31, 2026 · Original filing
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 48,2832.2M $2.73 %as of Apr 30, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 54,2092.2M $0.00 %as of Mar 31, 2026 · Original filing
Mercer US Small/Mid Cap Equity Fund Mercer Funds 54,0002.2M $0.13 %as of Mar 31, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 54,1452.2M $0.13 %as of Feb 28, 2026 · Original filing
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 53,5592.2M $0.12 %as of Mar 31, 2026 · Original filing
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 45,0002.1M $0.50 %as of Apr 30, 2026 · Original filing
LS OPPORTUNITY FUND Valued Advisers Trust 49,0002M $2.07 %as of Feb 28, 2026 · Original filing
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 48,1741.9M $1.02 %as of Mar 31, 2026 · Original filing
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 47,3511.9M $0.15 %as of Feb 28, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 44,9581.8M $0.05 %as of Mar 31, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,1541.8M $0.03 %as of Apr 30, 2026 · Original filing
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 43,0361.7M $0.72 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 37,1261.7M $0.01 %as of Apr 30, 2026 · Original filing
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 42,3001.7M $0.19 %as of Feb 28, 2026 · Original filing
Small-Cap Value Fund Bridgeway Funds, Inc. 41,3001.7M $0.54 %as of Mar 31, 2026 · Original filing
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 41,0811.7M $0.46 %as of Mar 31, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 35,3121.6M $0.00 %as of Apr 30, 2026 · Original filing
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 40,0921.6M $0.11 %as of Mar 31, 2026 · Original filing
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 39,1911.6M $0.05 %as of Feb 28, 2026 · Original filing
SmallCap S&P 600 Index Fund Principal Funds, Inc 34,0011.6M $0.12 %as of Apr 30, 2026 · Original filing
SMALL CAP EQUITY FUND GuideStone Funds 37,7891.5M $0.19 %as of Mar 31, 2026 · Original filing
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 37,6001.5M $0.21 %as of Mar 31, 2026 · Original filing
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 36,9061.5M $0.11 %as of Mar 31, 2026 · Original filing
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 32,1431.5M $0.30 %as of Apr 30, 2026 · Original filing
Janus Henderson Small-Mid Cap Value Fund JANUS INVESTMENT FUND 35,8621.5M $2.03 %as of Mar 31, 2026 · Original filing
JPMorgan Small Cap Value Fund JPMorgan Trust II 34,9631.4M $0.12 %as of Mar 31, 2026 · Original filing
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 34,9101.4M $0.94 %as of Mar 31, 2026 · Original filing
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 29,4491.4M $0.23 %as of Apr 30, 2026 · Original filing
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 32,7501.3M $0.45 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 32,4351.3M $0.12 %as of Feb 28, 2026 · Original filing
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 31,9921.3M $0.12 %as of Mar 31, 2026 · Original filing
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 30,8291.2M $0.22 %as of Feb 28, 2026 · Original filing
WisdomTree U.S. SmallCap Fund WisdomTree Trust 29,9701.2M $0.19 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 30,0051.2M $0.01 %as of Feb 28, 2026 · Original filing
SGI Small Cap Core Fund RBB Fund, Inc. 29,4051.2M $0.97 %as of Feb 28, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 25,4821.2M $0.00 %as of Apr 30, 2026 · Original filing
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 28,8731.2M $0.11 %as of Mar 31, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 28,6881.2M $0.06 %as of Mar 31, 2026 · Original filing
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 27,2061.1M $0.39 %as of Mar 31, 2026 · Original filing
Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III 22,7191M $0.54 %as of Apr 30, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 25,8421M $0.00 %as of Feb 28, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 22,3781M $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 25,2981M $0.23 %as of Feb 28, 2026 · Original filing
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 21,756999.9K $0.12 %as of Apr 30, 2026 · Original filing
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 21,607993.1K $0.54 %as of Apr 30, 2026 · Original filing
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 24,673988.9K $0.06 %as of Feb 28, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 24,245981K $0.00 %as of Mar 31, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 24,000971K $0.06 %as of Mar 31, 2026 · Original filing
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,015965.8K $0.11 %as of Apr 30, 2026 · Original filing
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 23,767952.6K $0.39 %as of Feb 28, 2026 · Original filing
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 23,226939.7K $0.22 %as of Mar 31, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 21,586865.2K $0.10 %as of Feb 28, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 18,714860.1K $0.06 %as of Apr 30, 2026 · Original filing
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 21,147855.6K $0.04 %as of Mar 31, 2026 · Original filing
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 20,445819.4K $0.09 %as of Feb 28, 2026 · Original filing
Small Cap Index Fund Northern Funds 19,685796.5K $0.06 %as of Mar 31, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 19,682796.3K $0.00 %as of Mar 31, 2026 · Original filing
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 19,507789.3K $0.01 %as of Mar 31, 2026 · Original filing
JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS 18,941766.4K $2.67 %as of Mar 31, 2026 · Original filing
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 16,248746.8K $0.12 %as of Apr 30, 2026 · Original filing
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 16,146742.1K $0.10 %as of Apr 30, 2026 · Original filing
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 17,629706.6K $0.46 %as of Feb 28, 2026 · Original filing
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 15,194698.3K $0.03 %as of Apr 30, 2026 · Original filing
Small Cap Index Fund VALIC Co I 17,391697K $0.06 %as of Feb 28, 2026 · Original filing
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 17,071690.7K $0.16 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 14,503666.6K $0.00 %as of Apr 30, 2026 · Original filing
Small-Cap Value Portfolio PACIFIC SELECT FUND 16,455665.8K $0.18 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 14,444663.8K $0.11 %as of Apr 30, 2026 · Original filing
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 15,664627.8K $0.09 %as of Feb 28, 2026 · Original filing
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 15,149612.9K $0.11 %as of Mar 31, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 14,900602.9K $0.02 %as of Mar 31, 2026 · Original filing
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 14,801598.8K $0.11 %as of Mar 31, 2026 · Original filing
First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI 14,265577.2K $1.02 %as of Mar 31, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 12,389569.4K $0.02 %as of Apr 30, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 14,067569.2K $0.06 %as of Mar 31, 2026 · Original filing
iShares US Small Cap Value Factor ETF iShares Trust 13,649552.2K $0.33 %as of Mar 31, 2026 · Original filing
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 13,749551.1K $0.22 %as of Feb 28, 2026 · Original filing
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 11,610533.6K $0.06 %as of Apr 30, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 11,572531.8K $0.00 %as of Apr 30, 2026 · Original filing
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 11,459526.7K $0.02 %as of Apr 30, 2026 · Original filing
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,892521.6K $0.05 %as of Mar 31, 2026 · Original filing
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 12,803518K $0.44 %as of Mar 31, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 12,713514.4K $0.05 %as of Mar 31, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 12,570508.6K $0.03 %as of Mar 31, 2026 · Original filing
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 12,354499.8K $0.39 %as of Mar 31, 2026 · Original filing
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 12,170492.4K $0.35 %as of Mar 31, 2026 · Original filing
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 12,100489.6K $0.12 %as of Mar 31, 2026 · Original filing
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 10,027460.8K $0.02 %as of Apr 30, 2026 · Original filing
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,300452.9K $0.24 %as of Feb 28, 2026 · Original filing
Barrons 400 ETF ALPS ETF TRUST 11,131446.1K $0.21 %as of Feb 28, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 10,977444.1K $0.00 %as of Mar 31, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 10,961443.5K $0.06 %as of Mar 31, 2026 · Original filing
Small Company Fund American Century Quantitative Equity Funds, Inc. 10,933442.3K $0.28 %as of Mar 31, 2026 · Original filing
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 9,483435.8K $0.04 %as of Apr 30, 2026 · Original filing
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 10,614429.4K $0.26 %as of Mar 31, 2026 · Original filing
LSV Global Value Fund ADVISORS' INNER CIRCLE FUND 9,200422.8K $0.40 %as of Apr 30, 2026 · Original filing
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 9,121419.2K $0.02 %as of Apr 30, 2026 · Original filing
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 10,176411.7K $0.01 %as of Mar 31, 2026 · Original filing
Diversified Equity Master Portfolio Master Investment Portfolio 9,906400.8K $0.01 %as of Mar 31, 2026 · Original filing
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 9,768395.2K $0.01 %as of Mar 31, 2026 · Original filing
iShares Morningstar Small-Cap Value ETF iShares Trust 8,309381.9K $0.06 %as of Apr 30, 2026 · Original filing
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 9,393380K $0.12 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 9,331377.5K $0.00 %as of Mar 31, 2026 · Original filing
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 9,325377.3K $0.00 %as of Mar 31, 2026 · Original filing
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 9,207369K $0.01 %as of Feb 28, 2026 · Original filing
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 8,659350.3K $0.06 %as of Mar 31, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 8,240333.4K $0.05 %as of Mar 31, 2026 · Original filing
Adara Smaller Companies Fund RBB Fund, Inc. 7,960319K $0.04 %as of Feb 28, 2026 · Original filing
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 6,881316.3K $0.01 %as of Apr 30, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6,847314.7K $0.03 %as of Apr 30, 2026 · Original filing
Small Cap Index Trust John Hancock Variable Insurance Trust 7,776314.6K $0.06 %as of Mar 31, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,625305.6K $0.02 %as of Feb 28, 2026 · Original filing
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 6,581302.5K $0.55 %as of Apr 30, 2026 · Original filing
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 6,525299.9K $0.07 %as of Apr 30, 2026 · Original filing
Small Cap Value Fund VALIC Co I 7,336294K $0.12 %as of Feb 28, 2026 · Original filing
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 7,230292.5K $0.14 %as of Mar 31, 2026 · Original filing
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 7,181287.8K $0.10 %as of Feb 28, 2026 · Original filing
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 6,955281.4K $0.01 %as of Mar 31, 2026 · Original filing
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 6,941278.2K $0.12 %as of Feb 28, 2026 · Original filing
Small Cap Core Fund Northern Funds 6,663269.6K $0.08 %as of Mar 31, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 6,537264.5K $0.01 %as of Mar 31, 2026 · Original filing
Dunham Small Cap Value Fund Dunham Funds 5,729263.3K $0.28 %as of Apr 30, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,708262.3K $0.01 %as of Apr 30, 2026 · Original filing
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 6,377258K $0.36 %as of Mar 31, 2026 · Original filing
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 6,423257.4K $0.03 %as of Feb 28, 2026 · Original filing
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 6,350256.9K $0.09 %as of Mar 31, 2026 · Original filing
1290 VT Small Cap Value Portfolio EQ Advisors Trust 6,291254.5K $0.06 %as of Mar 31, 2026 · Original filing
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 6,041244.4K $0.06 %as of Mar 31, 2026 · Original filing
LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,889238.3K $0.01 %as of Mar 31, 2026 · Original filing