Funds holding Renasant Corp
283 funds declare a position · 68 ETFs and 215 other funds · 1.8B $ · US75970E1073
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 | 5,687,034 | 205.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,034,829 | 109.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) | 2,493,940 | 99.5M $ | 0.93 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 2,252,142 | 81.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,181,801 | 78.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Victory Sycamore Small Company Opportunity Fund Victory Portfolios | 1,965,000 | 71M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 1,486,578 | 56M $ | 0.98 % | as of Feb 27, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,389,546 | 50.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,174,306 | 46.8M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST | 1,103,015 | 39.9M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,054,370 | 38.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 932,428 | 37.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 860,651 | 31.1M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 856,272 | 30.9M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 837,762 | 30.3M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| SmallCap Fund Principal Funds, Inc | 738,800 | 29.5M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 812,950 | 29.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 710,892 | 28.4M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 633,448 | 25.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 616,805 | 24.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 590,229 | 21.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 470,308 | 18.8M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 496,313 | 18.7M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 495,573 | 17.9M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust | 447,204 | 17.8M $ | 1.96 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 467,363 | 17.6M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 460,800 | 17.3M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 403,162 | 16.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 441,530 | 16M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Regional Bank Fund John Hancock Investment Trust II | 386,355 | 15.4M $ | 1.76 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 367,270 | 14.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 353,255 | 13.3M $ | 1.10 % | as of Feb 28, 2026 · Original filing |
| William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS | 367,570 | 13.3M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 351,311 | 12.7M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 309,970 | 12.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 325,450 | 12.3M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 297,729 | 11.9M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 295,466 | 11.1M $ | 1.18 % | as of Feb 28, 2026 · Original filing |
| RMB Mendon Financial Services Fund RMB Investors Trust | 300,000 | 10.8M $ | 4.77 % | as of Mar 31, 2026 · Original filing |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | 254,070 | 9.2M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| Victory RS Partners Fund Victory Portfolios | 249,060 | 9M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 219,144 | 8.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 206,651 | 8.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 209,020 | 7.9M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 197,680 | 7.1M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 169,821 | 6.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 178,318 | 6.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 176,204 | 6.6M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Heartland Value Plus Fund HEARTLAND GROUP INC. | 175,000 | 6.3M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 155,324 | 6.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 158,860 | 6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 146,266 | 5.8M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 151,248 | 5.7M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 154,475 | 5.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 142,165 | 5.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 147,236 | 5.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| HARTFORD SMALL CAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 132,895 | 5.3M $ | 1.99 % | as of Apr 30, 2026 · Original filing |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 140,743 | 5.1M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 137,433 | 5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 113,532 | 4.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 112,933 | 4.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 112,447 | 4.5M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 118,236 | 4.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 116,500 | 4.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 104,690 | 3.8M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 100,178 | 3.8M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 98,895 | 3.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 89,806 | 3.4M $ | 0.31 % | as of Feb 27, 2026 · Original filing |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 90,730 | 3.3M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II | 83,967 | 3M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 82,638 | 3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 74,387 | 3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 73,204 | 2.9M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 80,745 | 2.9M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 71,549 | 2.9M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| Timothy Plan Small Cap Value Fund TIMOTHY PLAN | 78,391 | 2.8M $ | 1.72 % | as of Mar 31, 2026 · Original filing |
| NYLI WMC Small Companies Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 67,033 | 2.7M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 65,689 | 2.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 69,571 | 2.6M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 71,427 | 2.6M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 68,427 | 2.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 63,178 | 2.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 69,151 | 2.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 65,180 | 2.4M $ | 2.36 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 58,877 | 2.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 63,168 | 2.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 62,808 | 2.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 56,553 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Small Cap Special Values Fund VALIC Co I | 58,866 | 2.2M $ | 1.27 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 56,687 | 2.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 55,267 | 2.1M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust | 54,723 | 2.1M $ | 1.26 % | as of Feb 28, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 56,101 | 2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 48,615 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 48,258 | 1.9M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 52,515 | 1.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 47,161 | 1.9M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | 51,274 | 1.9M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 47,524 | 1.8M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 44,015 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 42,186 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 40,889 | 1.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 45,007 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 39,671 | 1.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 43,441 | 1.6M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 43,373 | 1.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 42,582 | 1.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 38,325 | 1.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Victory Small Cap Stock Fund Victory Portfolios III | 37,920 | 1.5M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 40,076 | 1.5M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 37,915 | 1.4M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 35,531 | 1.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 35,506 | 1.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 34,357 | 1.4M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 33,365 | 1.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 32,051 | 1.3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 30,696 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 33,143 | 1.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 32,732 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 32,374 | 1.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 31,820 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 31,620 | 1.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 29,809 | 1.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 28,357 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| SmallCap Account Principal Variable Contract Funds, Inc | 28,800 | 1M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 26,048 | 1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 26,808 | 1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 27,644 | 998.8K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 27,278 | 985.6K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 24,218 | 966.1K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 26,400 | 953.8K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 26,308 | 950.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 25,875 | 934.9K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | 25,530 | 922.4K $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 25,395 | 917.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 22,274 | 888.5K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 24,571 | 887.8K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 23,928 | 864.5K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 20,953 | 835.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 20,795 | 829.5K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 21,149 | 796.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Paradigm Value Fund PARADIGM FUNDS | 22,000 | 794.9K $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 22,000 | 794.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Carillon Chartwell Small Cap Value Fund Carillon Series Trust | 21,047 | 760.4K $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 18,802 | 750K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 20,436 | 738.4K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| AMG Frontier Small Cap Growth Fund AMG Funds I | 18,410 | 734.4K $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 19,202 | 723K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 18,719 | 676.3K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 16,950 | 612.4K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 16,051 | 579.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 15,160 | 570.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 14,281 | 569.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 14,212 | 566.9K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 15,050 | 566.6K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 13,723 | 516.7K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 13,854 | 500.5K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,273 | 489.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 13,196 | 476.8K $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 13,195 | 476.7K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 12,119 | 456.3K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 12,138 | 438.5K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 11,882 | 429.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 11,806 | 426.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 11,670 | 421.6K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 10,556 | 421.1K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 11,635 | 420.4K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 11,465 | 414.2K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 11,391 | 411.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 10,173 | 405.8K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 10,830 | 391.3K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 10,692 | 386.3K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,633 | 384.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 10,245 | 370.2K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 9,987 | 360.8K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 8,806 | 351.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 9,419 | 340.3K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 8,472 | 306.1K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 7,420 | 296K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 8,082 | 292K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 7,744 | 291.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 8,041 | 290.5K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,961 | 287.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 7,882 | 284.8K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 7,334 | 276.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 7,281 | 274.1K $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| CHANNING INTRINSIC VALUE SMALL-CAP FUND Valued Advisers Trust | 6,758 | 269.6K $ | 2.45 % | as of Apr 30, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 7,200 | 260.1K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 6,431 | 256.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 6,878 | 248.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 6,856 | 247.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 6,722 | 242.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 5,929 | 236.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 6,513 | 235.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 5,896 | 235.2K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 6,498 | 234.8K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 6,211 | 233.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 6,353 | 229.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 5,840 | 219.9K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 5,819 | 219.1K $ | 0.06 % | as of Feb 28, 2026 · Original filing |