Titelia

Funds holding Pathward Financial Inc

287 funds declare a position · 85 ETFs and 202 other funds · 940.9M $ · US59100U1088

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 1,312,409117.1M $0.13 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Value ETF American Century ETF Trust 628,08557M $0.24 %as of Feb 28, 2026 · Original filing
Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust 617,50053.6M $0.77 %as of Apr 30, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 541,09548.3M $0.07 %as of Mar 31, 2026 · Original filing
Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund 555,50048.2M $0.96 %as of Apr 30, 2026 · Original filing
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 492,25843.9M $0.00 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 294,74426.3M $0.71 %as of Mar 31, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 241,97221.6M $0.03 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 218,24719M $0.06 %as of Apr 30, 2026 · Original filing
Small Cap Value Fund American Century Capital Portfolios, Inc. 210,00018.7M $0.59 %as of Mar 31, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 206,62017.9M $0.24 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 196,67017.5M $0.13 %as of Mar 31, 2026 · Original filing
iShares S&P Small-Cap 600 Growth ETF iShares Trust 185,51416.6M $0.25 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 Growth ETF iShares Trust 182,75916.3M $0.13 %as of Mar 31, 2026 · Original filing
Fidelity Advisor Small Cap Fund Fidelity Advisor Series I 140,96012.8M $0.58 %as of Feb 28, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 143,11212.8M $1.00 %as of Mar 31, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 147,04212.8M $0.07 %as of Apr 30, 2026 · Original filing
Opus Small Cap Value ETF ETF Series Solutions 144,62512.6M $1.84 %as of Apr 30, 2026 · Original filing
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 137,64812.3M $0.13 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 140,45712.2M $0.09 %as of Apr 30, 2026 · Original filing
ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust 137,82612M $0.60 %as of Apr 30, 2026 · Original filing
DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST 125,00011.2M $1.06 %as of Mar 31, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 119,19610.8M $0.03 %as of Feb 28, 2026 · Original filing
Fidelity Advisor New Insights Fund Fidelity Contrafund 121,20010.8M $0.05 %as of Mar 31, 2026 · Original filing
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 123,78610.7M $0.07 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 114,79910.2M $0.26 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 112,59110.2M $0.07 %as of Feb 28, 2026 · Original filing
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 110,93810.1M $0.05 %as of Feb 28, 2026 · Original filing
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 109,5639.9M $0.00 %as of Feb 28, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 78,1687.1M $0.13 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 76,9626.7M $0.05 %as of Apr 30, 2026 · Original filing
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 74,3856.5M $0.17 %as of Apr 30, 2026 · Original filing
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 73,7316.4M $0.18 %as of Apr 30, 2026 · Original filing
Fidelity Series Opportunistic Insights Fund Fidelity Contrafund 68,5006.1M $0.05 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 52,9364.6M $0.01 %as of Apr 30, 2026 · Original filing
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 49,3814.5M $0.00 %as of Feb 28, 2026 · Original filing
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 49,6414.4M $0.19 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 47,8904.3M $0.18 %as of Feb 28, 2026 · Original filing
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 47,6944.3M $0.04 %as of Feb 28, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 48,6404.2M $0.06 %as of Apr 30, 2026 · Original filing
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 45,3954.1M $0.23 %as of Mar 31, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 43,0433.9M $0.00 %as of Feb 28, 2026 · Original filing
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 43,2683.9M $0.04 %as of Mar 31, 2026 · Original filing
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 43,0253.8M $0.23 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 43,3503.8M $0.01 %as of Apr 30, 2026 · Original filing
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 43,3003.8M $0.17 %as of Apr 30, 2026 · Original filing
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 37,9923.4M $0.02 %as of Feb 28, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 39,5663.4M $0.01 %as of Apr 30, 2026 · Original filing
VIP Contrafund Portfolio Variable Insurance Products Fund II 37,4003.3M $0.01 %as of Mar 31, 2026 · Original filing
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 36,2483.3M $0.13 %as of Feb 28, 2026 · Original filing
JPMorgan Small Cap Value Fund JPMorgan Trust II 36,4233.3M $0.28 %as of Mar 31, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 36,3263.2M $0.07 %as of Mar 31, 2026 · Original filing
JPMorgan U.S. Small Company Fund JPMorgan Trust I 36,2803.2M $0.35 %as of Mar 31, 2026 · Original filing
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 37,2003.2M $0.16 %as of Apr 30, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 34,5753.1M $0.00 %as of Feb 28, 2026 · Original filing
JNL Small Cap Index Fund JNL Series Trust 33,8613M $0.13 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Value Fund American Century ETF Trust 30,8292.8M $0.19 %as of Feb 28, 2026 · Original filing
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 31,2322.8M $0.03 %as of Mar 31, 2026 · Original filing
ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust 30,6002.7M $0.69 %as of Mar 31, 2026 · Original filing
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 30,4802.6M $0.07 %as of Apr 30, 2026 · Original filing
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 29,1472.5M $0.11 %as of Apr 30, 2026 · Original filing
NORTH SQUARE SMALL CAP VALUE FUND Exchange Place Advisors Trust 25,9792.4M $1.17 %as of Feb 28, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 26,6822.3M $0.06 %as of Apr 30, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 25,4192.3M $0.26 %as of Feb 28, 2026 · Original filing
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 25,1712.2M $0.44 %as of Apr 30, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 24,4642.2M $0.00 %as of Mar 31, 2026 · Original filing
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 24,0762.1M $0.10 %as of Apr 30, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 23,2162.1M $0.06 %as of Mar 31, 2026 · Original filing
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 23,3432M $0.17 %as of Apr 30, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 23,2772M $0.00 %as of Apr 30, 2026 · Original filing
Nuveen ESG Small-Cap ETF NuShares ETF Trust 22,9212M $0.15 %as of Apr 30, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 22,7642M $0.04 %as of Apr 30, 2026 · Original filing
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 22,3901.9M $0.26 %as of Apr 30, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 21,8891.9M $0.07 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 20,8451.9M $0.13 %as of Feb 28, 2026 · Original filing
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 21,0571.9M $0.10 %as of Mar 31, 2026 · Original filing
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 21,4501.9M $4.22 %as of Apr 30, 2026 · Original filing
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 20,0111.8M $0.76 %as of Feb 28, 2026 · Original filing
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 19,4731.8M $0.20 %as of Feb 28, 2026 · Original filing
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 18,5531.7M $0.12 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 19,0221.7M $0.01 %as of Apr 30, 2026 · Original filing
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 16,8171.5M $0.13 %as of Mar 31, 2026 · Original filing
SmallCap S&P 600 Index Fund Principal Funds, Inc 17,1081.5M $0.11 %as of Apr 30, 2026 · Original filing
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 15,7521.4M $0.58 %as of Feb 28, 2026 · Original filing
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 15,6341.4M $0.13 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 15,3351.4M $0.01 %as of Feb 28, 2026 · Original filing
Small Cap Value Fund Northern Funds 15,4581.4M $0.22 %as of Mar 31, 2026 · Original filing
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 14,6801.3M $0.06 %as of Feb 28, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 14,9001.3M $0.07 %as of Mar 31, 2026 · Original filing
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 15,1501.3M $0.08 %as of Apr 30, 2026 · Original filing
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 14,5271.3M $0.12 %as of Mar 31, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 13,9501.2M $0.08 %as of Mar 31, 2026 · Original filing
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 13,5781.2M $0.01 %as of Feb 28, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 13,5491.2M $0.00 %as of Feb 28, 2026 · Original filing
WisdomTree U.S. SmallCap Fund WisdomTree Trust 13,7341.2M $0.19 %as of Mar 31, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 13,9231.2M $0.00 %as of Apr 30, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,5161.2M $0.01 %as of Apr 30, 2026 · Original filing
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 12,4811.1M $0.07 %as of Feb 28, 2026 · Original filing
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 12,2231.1M $0.20 %as of Feb 28, 2026 · Original filing
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 11,7621.1M $0.24 %as of Feb 28, 2026 · Original filing
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 11,7191M $0.24 %as of Mar 31, 2026 · Original filing
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 11,5541M $0.04 %as of Mar 31, 2026 · Original filing
Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST 11,4441M $1.87 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 11,190971.7K $0.00 %as of Apr 30, 2026 · Original filing
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 10,884971.2K $0.08 %as of Mar 31, 2026 · Original filing
Avantis Total Equity Markets ETF American Century ETF Trust 10,382942.6K $0.13 %as of Feb 28, 2026 · Original filing
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 10,778936K $0.11 %as of Apr 30, 2026 · Original filing
Small Cap Index Fund Northern Funds 10,385926.7K $0.07 %as of Mar 31, 2026 · Original filing
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,371925.4K $0.10 %as of Mar 31, 2026 · Original filing
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 10,644924.3K $0.04 %as of Apr 30, 2026 · Original filing
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 9,785873.1K $0.28 %as of Mar 31, 2026 · Original filing
Spectrum Fund Meeder Funds 9,543851.5K $0.35 %as of Mar 31, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 9,608834.4K $0.06 %as of Apr 30, 2026 · Original filing
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 9,007817.7K $0.12 %as of Feb 28, 2026 · Original filing
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 8,663786.5K $0.01 %as of Feb 28, 2026 · Original filing
Small Cap Index Fund VALIC Co I 8,456767.7K $0.06 %as of Feb 28, 2026 · Original filing
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 8,494757.9K $0.21 %as of Mar 31, 2026 · Original filing
Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust 8,672753.1K $0.62 %as of Apr 30, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 8,390748.6K $0.00 %as of Mar 31, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 8,340744.2K $0.04 %as of Mar 31, 2026 · Original filing
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 8,369726.8K $0.90 %as of Apr 30, 2026 · Original filing
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 8,368726.7K $0.10 %as of Apr 30, 2026 · Original filing
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,977711.8K $0.35 %as of Mar 31, 2026 · Original filing
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 8,196711.7K $0.12 %as of Apr 30, 2026 · Original filing
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 8,172709.7K $0.11 %as of Apr 30, 2026 · Original filing
First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI 7,884703.5K $1.25 %as of Mar 31, 2026 · Original filing
Small Cap Value Fund VALIC Co I 7,632692.9K $0.27 %as of Feb 28, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,743690.9K $0.03 %as of Mar 31, 2026 · Original filing
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 7,673684.7K $0.94 %as of Mar 31, 2026 · Original filing
Cambria Value and Momentum ETF Cambria ETF Trust 7,835680.4K $0.82 %as of Apr 30, 2026 · Original filing
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 7,622680.1K $0.13 %as of Mar 31, 2026 · Original filing
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,696668.3K $0.08 %as of Apr 30, 2026 · Original filing
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 7,447664.5K $0.13 %as of Mar 31, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7,424662.4K $0.00 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,612661K $0.03 %as of Apr 30, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 7,003624.9K $0.07 %as of Mar 31, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 6,807607.4K $0.06 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 6,581587.2K $0.01 %as of Mar 31, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 6,453575.8K $0.00 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 6,550568.8K $0.00 %as of Apr 30, 2026 · Original filing
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 6,326564.5K $0.13 %as of Mar 31, 2026 · Original filing
Fidelity Disruptive Finance ETF Fidelity Covington Trust 6,130556.5K $1.36 %as of Feb 28, 2026 · Original filing
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 5,864523.2K $0.38 %as of Mar 31, 2026 · Original filing
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 5,916513.7K $0.02 %as of Apr 30, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 5,715509.9K $0.07 %as of Mar 31, 2026 · Original filing
Small-Cap Value Portfolio PACIFIC SELECT FUND 5,659505K $0.13 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 5,728497.4K $0.00 %as of Apr 30, 2026 · Original filing
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 5,508491.5K $0.18 %as of Mar 31, 2026 · Original filing
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 5,231466.8K $0.17 %as of Mar 31, 2026 · Original filing
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 5,272457.8K $0.36 %as of Apr 30, 2026 · Original filing
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 4,920446.7K $0.18 %as of Feb 28, 2026 · Original filing
VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC 4,971443.6K $0.12 %as of Mar 31, 2026 · Original filing
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,865422.5K $0.23 %as of Apr 30, 2026 · Original filing
SMALL CAP EQUITY FUND GuideStone Funds 4,619412.2K $0.05 %as of Mar 31, 2026 · Original filing
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,472406K $0.15 %as of Feb 28, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,540405.1K $0.05 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,654404.2K $0.07 %as of Apr 30, 2026 · Original filing
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,320385.5K $0.07 %as of Mar 31, 2026 · Original filing
iShares Morningstar Small-Cap Growth ETF iShares Trust 4,359378.5K $0.04 %as of Apr 30, 2026 · Original filing
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 4,075363.6K $0.31 %as of Mar 31, 2026 · Original filing
Acuitas Small Cap Active ETF Series Portfolios Trust 4,045360.9K $0.49 %as of Mar 31, 2026 · Original filing
Small Cap Index Trust John Hancock Variable Insurance Trust 3,952352.6K $0.06 %as of Mar 31, 2026 · Original filing
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 3,616328.3K $0.15 %as of Feb 28, 2026 · Original filing
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 3,572318.7K $0.60 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 3,575310.5K $0.01 %as of Apr 30, 2026 · Original filing
Cambria Micro and SmallCap Shareholder Yield ETF Cambria ETF Trust 3,567309.8K $1.05 %as of Apr 30, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 3,512305K $0.02 %as of Apr 30, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,200290.5K $0.02 %as of Feb 28, 2026 · Original filing
iShares US Small Cap Value Factor ETF iShares Trust 3,235288.7K $0.17 %as of Mar 31, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 3,186284.3K $0.02 %as of Mar 31, 2026 · Original filing
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,271284.1K $0.07 %as of Apr 30, 2026 · Original filing
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 3,100276.6K $0.07 %as of Mar 31, 2026 · Original filing
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 3,099276.5K $0.16 %as of Mar 31, 2026 · Original filing
Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust 3,104269.6K $0.80 %as of Apr 30, 2026 · Original filing
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 2,985266.4K $0.07 %as of Mar 31, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,920253.6K $0.01 %as of Apr 30, 2026 · Original filing
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 2,677243K $0.01 %as of Feb 28, 2026 · Original filing
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 2,685239.6K $0.07 %as of Mar 31, 2026 · Original filing
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,634235K $0.07 %as of Mar 31, 2026 · Original filing
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,587224.7K $0.01 %as of Apr 30, 2026 · Original filing
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 2,491222.3K $0.13 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,479221.2K $0.01 %as of Mar 31, 2026 · Original filing
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,455219.1K $0.07 %as of Mar 31, 2026 · Original filing
Victory Extended Market Index Fund Victory Portfolios III 2,454213.1K $0.03 %as of Apr 30, 2026 · Original filing
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 2,361210.7K $0.16 %as of Mar 31, 2026 · Original filing
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 2,354210K $0.29 %as of Mar 31, 2026 · Original filing
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 2,395208K $0.06 %as of Apr 30, 2026 · Original filing
Small Cap Core Fund Northern Funds 2,296204.9K $0.06 %as of Mar 31, 2026 · Original filing
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,146191.5K $0.06 %as of Mar 31, 2026 · Original filing
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 2,070184.7K $0.07 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity Fund American Century ETF Trust 1,920174.3K $0.02 %as of Feb 28, 2026 · Original filing
Column Small Cap Fund Trust for Professional Managers 1,834166.5K $0.03 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,815164.8K $0.00 %as of Feb 28, 2026 · Original filing
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,845164.6K $0.06 %as of Mar 31, 2026 · Original filing
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 1,833163.6K $0.13 %as of Mar 31, 2026 · Original filing
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,769157.8K $0.00 %as of Mar 31, 2026 · Original filing
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,738150.9K $0.06 %as of Apr 30, 2026 · Original filing
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,668148.8K $0.07 %as of Mar 31, 2026 · Original filing
iShares Morningstar Small-Cap Value ETF iShares Trust 1,711148.6K $0.02 %as of Apr 30, 2026 · Original filing
iShares MSCI World Small-Cap ETF iShares Trust 1,618146.9K $0.02 %as of Feb 28, 2026 · Original filing