Funds holding Polaris Inc
352 funds declare a position · 87 ETFs and 265 other funds · 1.5B $ · US7310681025
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Mid Cap Index Fund Northern Funds | 32,838 | 1.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 32,640 | 1.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 25,409 | 1.7M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 30,728 | 1.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 29,800 | 1.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 23,272 | 1.5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Parametric Equity Premium Income ETF Morgan Stanley ETF Trust | 28,288 | 1.5M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 23,088 | 1.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 27,179 | 1.5M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Intrepid Capital Fund Intrepid Capital Management Funds Trust | 26,610 | 1.5M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust | 21,691 | 1.4M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 21,447 | 1.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 25,808 | 1.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 25,159 | 1.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 24,908 | 1.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 24,858 | 1.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 20,441 | 1.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 19,774 | 1.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 24,001 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 21,438 | 1.3M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 18,858 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 22,600 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 17,444 | 1.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 17,289 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 20,144 | 1.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 20,091 | 1.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 19,379 | 1.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 18,981 | 1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| AQR Alternative Risk Premia Fund AQR Funds | 18,712 | 1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 18,403 | 1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 18,134 | 988.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 18,015 | 981.8K $ | 0.21 % | 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 | 17,745 | 967.1K $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 17,600 | 959.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc | 17,480 | 952.7K $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 17,082 | 931K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 15,065 | 915K $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 16,759 | 913.4K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 13,768 | 912.4K $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 15,001 | 911.2K $ | 0.02 % | as of Feb 27, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 16,588 | 904K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 16,241 | 885.1K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 15,943 | 868.9K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 15,656 | 853.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 13,491 | 819.4K $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,964 | 815.5K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 14,752 | 804K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 11,800 | 782K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Gotham Absolute Return Fund FundVantage Trust | 14,024 | 764.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 13,966 | 761.1K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 13,890 | 757K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 10,823 | 717.2K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 13,097 | 713.8K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Gotham 1000 Value ETF Tidal Trust I | 12,899 | 703K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 12,874 | 701.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 12,802 | 697.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 12,052 | 656.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 12,039 | 656.1K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares US Small Cap Value Factor ETF iShares Trust | 11,667 | 635.9K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 9,487 | 628.7K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | 11,475 | 625.4K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,429 | 624.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 11,376 | 620K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 10,087 | 612.7K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 9,086 | 602.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,036 | 598.8K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 10,603 | 577.9K $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 10,487 | 571.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | 10,419 | 567.8K $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 10,400 | 566.8K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 8,313 | 550.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 8,193 | 543K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 9,793 | 533.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 9,779 | 533K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 9,683 | 527.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 9,533 | 519.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 8,511 | 517K $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 7,754 | 513.9K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,733 | 512.5K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | 9,280 | 505.8K $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 7,623 | 505.2K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,207 | 498.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 8,879 | 483.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 7,687 | 466.9K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 7,001 | 464K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 8,427 | 459.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 6,663 | 441.6K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 8,085 | 440.6K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 7,982 | 435K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,404 | 424.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 7,719 | 420.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 6,912 | 419.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 6,300 | 417.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 6,856 | 416.4K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 6,711 | 407.6K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 7,463 | 406.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 6,100 | 404.2K $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 6,058 | 401.5K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 5,956 | 394.7K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 5,888 | 390.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |