Funds holding Phillips Edison & Co Inc
318 funds declare a position · 82 ETFs and 236 other funds · 2.2B $ · US71844V2016
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 7,554,549 | 282.7M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 4,670,467 | 187.6M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,002,244 | 149.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 2,982,447 | 119.8M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 3,105,498 | 116.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,900,248 | 108.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,403,544 | 52.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 1,254,383 | 50.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 1,139,036 | 42.6M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 923,509 | 34.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 870,465 | 34.2M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 893,462 | 33.4M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 828,168 | 33.3M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 841,838 | 31.5M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 785,961 | 30.9M $ | 0.54 % | as of Feb 27, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 813,176 | 30.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios | 700,026 | 28.1M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 748,316 | 28M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 682,541 | 27.4M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 654,946 | 25.7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 625,891 | 24.6M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 609,484 | 23.9M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 629,513 | 23.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Real Estate Fund Fidelity Summer Street Trust | 584,292 | 23.5M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 578,055 | 21.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND | 560,470 | 21M $ | 1.81 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 515,855 | 19.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 478,000 | 19.2M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST | 442,240 | 17.4M $ | 2.10 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Growth Fund JPMorgan Trust II | 462,538 | 17.3M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 431,165 | 16.9M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 414,240 | 16.6M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| iShares Core U.S. REIT ETF iShares Trust | 406,465 | 16.3M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 384,894 | 14.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| iShares Global REIT ETF iShares Trust | 333,101 | 13.4M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Global Real Estate Fund American Century Capital Portfolios, Inc. | 284,486 | 11.4M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 277,311 | 11.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC | 261,689 | 10.5M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 276,674 | 10.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 271,664 | 10.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 247,166 | 9.9M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Real Estate Fund American Century Capital Portfolios, Inc. | 234,502 | 9.4M $ | 1.77 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 233,445 | 9.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 229,365 | 9M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Dimensional Global Real Estate ETF Dimensional ETF Trust | 222,789 | 8.9M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 227,238 | 8.5M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 208,945 | 8.4M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 200,240 | 7.9M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 205,327 | 7.7M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 187,991 | 7.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST | 200,000 | 7.5M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 195,660 | 7.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 185,020 | 7.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 183,915 | 6.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Real Estate ETF Dimensional ETF Trust | 165,241 | 6.6M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 162,305 | 6.5M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 157,097 | 6.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | 167,989 | 6.3M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 167,871 | 6.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 166,374 | 6.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 150,428 | 6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 149,764 | 5.9M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust | 155,205 | 5.8M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | 149,324 | 5.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 138,030 | 5.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 143,832 | 5.4M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust | 140,950 | 5.3M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 128,641 | 5.1M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 132,641 | 5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 128,832 | 4.8M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 128,627 | 4.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Series LORD ABBETT RESEARCH FUND INC | 121,302 | 4.8M $ | 1.25 % | as of Feb 28, 2026 · Original filing |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 117,064 | 4.7M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 116,898 | 4.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 117,459 | 4.6M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 122,317 | 4.6M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 116,229 | 4.6M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 121,543 | 4.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 110,639 | 4.4M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 108,450 | 4.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 107,996 | 4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Small Cap Stock Trust John Hancock Variable Insurance Trust | 107,963 | 4M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 98,883 | 4M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 89,127 | 3.6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 92,813 | 3.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 91,679 | 3.4M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 90,300 | 3.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 81,439 | 3.2M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 78,406 | 3.1M $ | 2.00 % | as of Apr 30, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 83,969 | 3.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP GROWTH FUND MoA Funds Corp | 83,002 | 3.1M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 82,400 | 3.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 76,212 | 3M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 75,420 | 3M $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 77,943 | 2.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 72,072 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 72,507 | 2.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 71,781 | 2.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 73,645 | 2.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 70,855 | 2.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 70,605 | 2.6M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 64,710 | 2.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 68,960 | 2.6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 68,079 | 2.5M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 62,691 | 2.5M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 56,857 | 2.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| GLOBAL REAL ESTATE FUND VALIC Co I | 58,075 | 2.3M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 59,906 | 2.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Vert Global Sustainable Real Estate ETF Manager Directed Portfolios | 59,814 | 2.2M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 59,475 | 2.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 58,889 | 2.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 54,732 | 2.2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 55,329 | 2.2M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Small Cap Value Fund Northern Funds | 55,725 | 2.1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Avantis Real Estate ETF American Century ETF Trust | 51,032 | 2M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 50,782 | 2M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 52,344 | 2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 48,513 | 1.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 48,379 | 1.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| PIMCO All Asset: Multi-Real Fund PIMCO Funds | 51,511 | 1.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 51,197 | 1.9M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 47,231 | 1.9M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 47,211 | 1.9M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 49,212 | 1.8M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 44,299 | 1.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust | 46,485 | 1.7M $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 45,591 | 1.7M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 44,179 | 1.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 44,057 | 1.6M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 42,972 | 1.6M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Index Fund Northern Funds | 41,769 | 1.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 38,677 | 1.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 40,808 | 1.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Fund Bridgeway Funds, Inc. | 40,000 | 1.5M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 39,953 | 1.5M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 38,047 | 1.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 36,647 | 1.5M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 37,164 | 1.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc | 35,490 | 1.3M $ | 2.10 % | as of Mar 31, 2026 · Original filing |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 34,801 | 1.3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 34,611 | 1.3M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 34,570 | 1.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Schwab Global Real Estate Fund SCHWAB INVESTMENTS | 32,540 | 1.3M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 33,993 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 33,310 | 1.2M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 32,952 | 1.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS | 30,247 | 1.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 29,333 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 29,874 | 1.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 27,938 | 1.1M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 24,991 | 935.2K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 23,122 | 908.2K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 23,512 | 879.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust | 23,119 | 865.1K $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 23,026 | 861.6K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 22,777 | 852.3K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 21,264 | 835.2K $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 20,909 | 821.3K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 19,890 | 798.9K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 19,567 | 785.9K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 19,024 | 764.1K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| TCW Global Real Estate Fund TCW FUNDS INC | 18,936 | 760.6K $ | 1.76 % | as of Apr 30, 2026 · Original filing |
| Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I | 19,292 | 757.8K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 19,000 | 746.3K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 18,907 | 742.7K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Victory Small Cap Stock Fund Victory Portfolios III | 18,475 | 742K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares Developed Real Estate Index Fund BlackRock Funds | 18,432 | 740.3K $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 19,746 | 738.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds | 19,091 | 714.4K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Venerable Real Estate Fund Venerable Variable Insurance Trust | 19,062 | 713.3K $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| Cambria Global Real Estate ETF Cambria ETF Trust | 16,887 | 678.3K $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 17,703 | 662.4K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 17,273 | 646.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 17,164 | 642.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III | 15,946 | 640.5K $ | 2.11 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Real Estate Sector Fund JNL Series Trust | 16,801 | 628.7K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 16,194 | 606K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund | 15,973 | 597.7K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 14,682 | 589.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 14,671 | 589.3K $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 15,625 | 584.7K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 14,318 | 575.1K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 15,151 | 567K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 15,114 | 565.6K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 13,625 | 547.2K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 14,580 | 545.6K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 14,538 | 544K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 14,397 | 538.7K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 14,214 | 531.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I | 14,130 | 528.7K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 13,007 | 522.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 13,891 | 519.8K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 13,511 | 505.6K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 12,446 | 499.9K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 12,660 | 497.3K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 12,188 | 489.5K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 12,257 | 481.5K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 12,450 | 465.9K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 12,370 | 462.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST | 12,315 | 460.8K $ | 0.39 % | as of Mar 31, 2026 · Original filing |