Funds holding Piper Sandler Cos
307 funds declare a position · 50 ETFs and 257 other funds · 2.3B $ · US7240782091
Other lines from the same issuer : Piper Sandler Cos (US7240781002)
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 4,060,527 | 310.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,147,115 | 164.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,707,220 | 130.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,560,792 | 119.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 927,232 | 80.9M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 994,412 | 76.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 691,041 | 60.3M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 754,220 | 57.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 610,783 | 46.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Small Cap Growth Fund American Century Mutual Funds, Inc. | 509,985 | 44.5M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 577,876 | 44.2M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| AB Small Cap Growth Portfolio AB CAP FUND, INC. | 455,881 | 39.8M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 438,364 | 33.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 391,524 | 30M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 315,868 | 27.5M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Invesco Small Cap Growth Fund AIM Growth Series (Invesco Growth Series) | 354,716 | 27.2M $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| JNL/Invesco Small Cap Growth Fund JNL Series Trust | 353,036 | 27M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| Mairs & Power Growth Fund Trust for Professional Managers | 351,344 | 26.9M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 328,648 | 25.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Putnam Small Cap Growth Fund Putnam Funds Trust | 320,212 | 24.5M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 314,651 | 24.1M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 272,347 | 23.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 303,339 | 23.2M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | 300,016 | 23M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. | 240,796 | 21M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 222,108 | 19.4M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Growth Fund JPMorgan Trust II | 249,048 | 19.1M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 217,792 | 19M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 211,779 | 18.5M $ | 1.89 % | as of Apr 30, 2026 · Original filing |
| WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust | 206,481 | 18M $ | 1.98 % | as of Apr 30, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 171,112 | 14.9M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 192,574 | 14.7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 188,592 | 14.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 187,028 | 14.3M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I | 178,932 | 13.7M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 175,660 | 13.4M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND | 175,556 | 13.4M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 153,497 | 13.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 161,566 | 12.4M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 140,300 | 12.2M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Emerald Growth Fund FINANCIAL INVESTORS TRUST | 137,316 | 12M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| AMG GW&K Small/Mid Cap Core Fund AMG Funds | 141,144 | 10.8M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 122,232 | 10.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 118,932 | 10.4M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 110,249 | 9.6M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 109,804 | 9.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 114,984 | 8.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 97,364 | 8.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 109,586 | 8.4M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 104,516 | 8M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 103,556 | 7.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 90,788 | 7.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 84,248 | 7.3M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 91,668 | 7M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 90,124 | 6.9M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 78,140 | 6.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 78,046 | 6.8M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Growth Portfolio PACIFIC SELECT FUND | 88,817 | 6.8M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS | 86,564 | 6.6M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 85,908 | 6.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. | 74,772 | 6.5M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 73,069 | 6.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 72,720 | 6.3M $ | 2.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | 81,408 | 6.2M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 69,264 | 6M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 76,032 | 5.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 75,228 | 5.8M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| SA Invesco Growth Opportunities Portfolio SUNAMERICA SERIES TRUST | 65,889 | 5.7M $ | 1.89 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 74,092 | 5.7M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Calamos Timpani Small Cap Growth Fund CALAMOS INVESTMENT TRUST/IL | 62,681 | 5.5M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 57,364 | 5M $ | 1.76 % | as of Apr 30, 2026 · Original filing |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 65,120 | 5M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Boston Trust Walden Small Cap Fund Boston Trust Walden Funds | 64,044 | 4.9M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Victory RS Small Cap Growth Fund Victory Portfolios | 62,160 | 4.8M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| LKCM Small Cap Equity Fund LKCM Funds | 61,352 | 4.7M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 53,553 | 4.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 60,754 | 4.7M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 53,136 | 4.6M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 53,004 | 4.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 57,408 | 4.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 53,207 | 4.1M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 46,012 | 4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Mairs & Power Small Cap Fund Trust for Professional Managers | 49,564 | 3.8M $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 49,340 | 3.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 48,388 | 3.7M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 42,350 | 3.7M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust | 47,448 | 3.6M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 46,272 | 3.5M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 46,044 | 3.5M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 39,792 | 3.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 43,952 | 3.4M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 43,304 | 3.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 37,164 | 3.2M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 35,228 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 34,849 | 3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 39,520 | 3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 33,688 | 2.9M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 38,300 | 2.9M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 37,552 | 2.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small Cap Value Fund AMG Funds | 36,256 | 2.8M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | 36,184 | 2.8M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III | 31,187 | 2.7M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST | 30,924 | 2.7M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 30,377 | 2.6M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 30,199 | 2.6M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Portfolio Bernstein Fund Inc | 33,068 | 2.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 33,024 | 2.5M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 32,680 | 2.5M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 32,519 | 2.5M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 32,280 | 2.5M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 32,212 | 2.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 31,672 | 2.4M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 31,500 | 2.4M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 31,052 | 2.4M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan Small Cap Value Fund TIMOTHY PLAN | 30,988 | 2.4M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 30,400 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 26,556 | 2.3M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| FundX Future Fund Opportunities ETF FundX Investment Trust | 29,884 | 2.3M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 25,380 | 2.2M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 28,884 | 2.2M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | 28,432 | 2.2M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 27,830 | 2.1M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 24,428 | 2.1M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 27,782 | 2.1M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| JAMES SMALL CAP FUND JAMES ADVANTAGE FUNDS | 27,424 | 2.1M $ | 2.68 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 23,727 | 2.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 23,644 | 2.1M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 23,339 | 2M $ | 1.29 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 23,107 | 2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 24,804 | 1.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 21,641 | 1.9M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| NYLI Fiera SMID Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 21,477 | 1.9M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 21,428 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 21,320 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 23,536 | 1.8M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 23,440 | 1.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 23,052 | 1.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Carillon Chartwell Small Cap Fund Carillon Series Trust | 22,724 | 1.7M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 22,576 | 1.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 19,538 | 1.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 21,968 | 1.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 18,928 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust | 21,480 | 1.6M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 21,124 | 1.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 20,788 | 1.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust | 17,716 | 1.5M $ | 1.45 % | as of Apr 30, 2026 · Original filing |
| Allspring Special Global Small Cap Fund ALLSPRING FUNDS TRUST | 17,107 | 1.5M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| NICHOLAS PARTNERS SMALL CAP GROWTH FUND ADVISORS' INNER CIRCLE III | 19,232 | 1.5M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small Cap Value TRANSAMERICA FUNDS | 16,800 | 1.5M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 18,584 | 1.4M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Victory RS Select Growth Fund Victory Portfolios | 18,400 | 1.4M $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 18,192 | 1.4M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 18,012 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 16,484 | 1.3M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 13,996 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 15,140 | 1.2M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 13,268 | 1.2M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust | 14,964 | 1.1M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Carillon Chartwell Small Cap Growth Fund Carillon Series Trust | 14,872 | 1.1M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 12,744 | 1.1M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 14,228 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 14,220 | 1.1M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 14,088 | 1.1M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 14,024 | 1.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 13,496 | 1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | 13,492 | 1M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 11,332 | 988.2K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 12,648 | 968.2K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 12,184 | 932.7K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 11,852 | 907.3K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 10,229 | 892K $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 11,548 | 884K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 10,884 | 833.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Victory RS Mid Cap Growth Fund Victory Portfolios | 10,240 | 783.9K $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,168 | 778.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 9,848 | 753.9K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 9,788 | 749.3K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | 9,708 | 743.1K $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,664 | 739.8K $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 9,468 | 724.8K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Disciplined Core Equity Fund American Century Quantitative Equity Funds, Inc. | 9,392 | 719K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JAMES MICRO CAP FUND JAMES ADVANTAGE FUNDS | 9,292 | 711.3K $ | 2.48 % | as of Mar 31, 2026 · Original filing |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 8,968 | 686.5K $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 7,868 | 686.1K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 8,889 | 680.5K $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| Penn Series SMID Cap Growth Fund Penn Series Funds Inc | 8,864 | 678.5K $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 8,700 | 666K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,560 | 659.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC | 8,600 | 658.3K $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 7,548 | 658.2K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,436 | 645.8K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 8,416 | 644.2K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 8,256 | 632K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | 8,220 | 629.2K $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Clearwater Select Equity Fund Clearwater Investment Trust | 8,200 | 627.7K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 7,996 | 612.1K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 7,932 | 607.2K $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 7,780 | 595.6K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 7,736 | 592.2K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Developing Growth Portfolio LORD ABBETT SERIES FUND INC | 7,572 | 579.6K $ | 0.99 % | as of Mar 31, 2026 · Original filing |