Funds holding SoFi Technologies Inc
321 funds declare a position · 124 ETFs and 197 other funds · 3B $ · US83406F1021
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 40,518,643 | 643.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 29,404,426 | 466.9M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 16,454,679 | 261.3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 14,184,690 | 225.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 6,622,130 | 117.6M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 4,639,755 | 73.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 4,491,543 | 72.3M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 2,416,723 | 42.9M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 2,353,133 | 41.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 2,395,453 | 38M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 2,000,940 | 35.5M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| ARK Innovation ETF ARK ETF Trust | 2,176,477 | 35M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,861,547 | 33.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 1,747,683 | 28.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,731,132 | 27.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MID-CAP GROWTH FUND VANGUARD WHITEHALL FUNDS | 1,596,411 | 25.7M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 1,594,598 | 25.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 1,510,596 | 24M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,322,311 | 23.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 1,463,600 | 23.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 1,296,008 | 23M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| ARK Blockchain & Fintech Innovation ETF ARK ETF Trust | 1,291,857 | 20.8M $ | 2.51 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 1,148,243 | 18.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 1,114,518 | 17.7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,061,098 | 17.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 1,017,067 | 16.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 1,008,432 | 16.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 882,781 | 15.7M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 985,773 | 15.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 934,893 | 14.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Patient Opportunity Trust Advisor Managed Portfolios | 880,000 | 14M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 864,308 | 13.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 732,118 | 13M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 707,700 | 12.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 750,340 | 12.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 750,113 | 12.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 723,985 | 11.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 718,187 | 11.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Global X FinTech ETF GLOBAL X FUNDS | 629,643 | 11.2M $ | 5.26 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 670,549 | 10.8M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 670,377 | 10.8M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 661,587 | 10.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 669,859 | 10.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 618,845 | 10M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 612,320 | 9.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 598,376 | 9.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 583,170 | 9.4M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 498,383 | 8.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 534,287 | 8.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Future Exponential Technologies ETF iShares Trust | 449,664 | 7.2M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 451,992 | 7.2M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 437,257 | 6.9M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 433,374 | 6.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 425,604 | 6.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 405,774 | 6.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 404,110 | 6.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 360,098 | 6.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 393,831 | 6.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 389,699 | 6.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 388,075 | 6.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 379,273 | 6.1M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 378,505 | 6.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 376,477 | 6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fundstrat Granny Shots US Small- & Mid-Cap ETF Tidal Trust III | 370,394 | 6M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 365,153 | 5.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 352,697 | 5.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 337,039 | 5.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 331,481 | 5.3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 328,453 | 5.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 283,229 | 5M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 273,975 | 4.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 305,496 | 4.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 270,284 | 4.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 295,212 | 4.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 281,759 | 4.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 214,919 | 3.8M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 236,367 | 3.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 232,697 | 3.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 232,108 | 3.7M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 204,076 | 3.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 202,529 | 3.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Large Cap Growth Insights Fund Goldman Sachs Trust | 220,235 | 3.5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 221,131 | 3.5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 217,889 | 3.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 193,444 | 3.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 209,988 | 3.4M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 186,653 | 3.3M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust | 202,414 | 3.3M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 203,030 | 3.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 192,560 | 3.1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 191,914 | 3.1M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Trenchless Fund ETF Advisor Managed Portfolios | 192,248 | 3.1M $ | 2.71 % | as of Mar 31, 2026 · Original filing |
| Fidelity Momentum Factor ETF Fidelity Covington Trust | 180,315 | 2.9M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 177,878 | 2.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 158,022 | 2.8M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust | 173,757 | 2.8M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 172,084 | 2.7M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 169,402 | 2.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 169,228 | 2.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 156,696 | 2.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VanEck Social Sentiment ETF VanEck ETF Trust | 156,283 | 2.5M $ | 2.87 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 154,404 | 2.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST | 149,280 | 2.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 139,800 | 2.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap ETF iShares Trust | 134,149 | 2.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust | 117,882 | 1.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Growth ETF iShares Trust | 116,710 | 1.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 115,812 | 1.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 115,203 | 1.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 114,283 | 1.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 97,689 | 1.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 107,390 | 1.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 96,712 | 1.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 105,729 | 1.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| REYNDERS, MCVEIGH CORE EQUITY FUND Capitol Series Trust | 100,000 | 1.6M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 100,668 | 1.6M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World ETF iShares, Inc. | 89,714 | 1.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 86,975 | 1.5M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 97,052 | 1.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| WarCap Unconstrained Equity ETF SPINNAKER ETF SERIES | 93,556 | 1.5M $ | 2.52 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 93,130 | 1.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 91,502 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 89,196 | 1.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 84,286 | 1.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Global X Millennial Consumer ETF GLOBAL X FUNDS | 74,713 | 1.3M $ | 1.30 % | as of Feb 28, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 79,656 | 1.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 80,561 | 1.3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Firsthand Technology Opportunities Fund Firsthand Funds | 80,000 | 1.3M $ | 3.08 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 79,254 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 67,424 | 1.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 70,384 | 1.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Zacks Small/Mid Cap ETF Zacks Trust | 62,088 | 1.1M $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 62,692 | 995.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| American Beacon ARK Transformational Innovation Fund AMERICAN BEACON FUNDS | 61,231 | 972.3K $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 60,545 | 961.5K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Inspire 500 ETF Northern Lights Fund Trust IV | 52,876 | 939.1K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 51,393 | 912.7K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| iShares Dow Jones U.S. ETF iShares Trust | 54,058 | 870.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 47,005 | 834.8K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 46,286 | 822K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 51,395 | 816.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 51,320 | 815K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 45,153 | 801.9K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 47,750 | 758.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 42,196 | 749.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| LVIP Blended Large Cap Growth Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 46,775 | 742.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 46,134 | 742.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Baird Small/Mid Cap Growth Fund Baird Funds Inc | 45,615 | 724.4K $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 45,226 | 718.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 44,304 | 713.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Quality GARP ETF iShares Trust | 44,669 | 709.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 43,240 | 696.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 43,731 | 694.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 38,500 | 683.8K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Systematic Core Fund VALIC Co I | 37,758 | 670.6K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Direxion Daily SOFI Bull 2X ETF Direxion Shares ETF Trust | 41,158 | 662.6K $ | 17.08 % | as of Apr 30, 2026 · Original filing |
| Eventide US Market ETF Strategy Shares | 41,143 | 662.4K $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds | 39,410 | 634.5K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 38,931 | 618.2K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Taylor Frigon Core Growth Fund PFS FUNDS | 33,885 | 601.8K $ | 2.01 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Goldman Sachs Variable Insurance Trust | 37,867 | 601.3K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 37,149 | 589.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 35,507 | 563.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 35,019 | 563.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Jacob Internet Fund Jacob Funds Inc. | 31,000 | 550.6K $ | 1.37 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 33,944 | 546.5K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. | 33,434 | 530.9K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 33,418 | 530.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 33,393 | 530.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 31,651 | 502.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 31,383 | 498.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Tech Breakthrough Multisector ETF iShares Trust | 30,756 | 495.2K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 27,664 | 491.3K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 30,338 | 488.4K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 30,345 | 481.9K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 30,144 | 478.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Sofi Select 500 ETF Tidal Trust I | 26,580 | 472.1K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 28,651 | 455K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 28,028 | 451.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| One Rock Fund MSS Series Trust | 25,100 | 445.8K $ | 1.24 % | as of Feb 28, 2026 · Original filing |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 27,907 | 443.2K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 27,860 | 442.4K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| GuideMark Large Cap Core Fund GPS Funds I | 27,836 | 442K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VictoryShares WestEnd US Sector ETF Victory Portfolios II | 27,382 | 434.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 24,452 | 434.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 26,250 | 422.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Systematic Growth Fund VALIC Co I | 22,976 | 408.1K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust | 22,930 | 407.2K $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 24,786 | 393.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar U.S. Equity ETF iShares Trust | 24,121 | 388.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Timothy Plan US Large/Mid Cap Core ETF Timothy Plan | 23,834 | 378.5K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 23,300 | 370K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 23,291 | 369.9K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Size Factor ETF iShares Trust | 22,809 | 367.2K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust | 22,266 | 358.5K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II | 22,561 | 358.3K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 22,292 | 354K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 21,801 | 346.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Motley Fool Next Index ETF RBB Fund, Inc. | 19,280 | 342.4K $ | 1.06 % | as of Feb 28, 2026 · Original filing |
| Calvert U.S. Large Cap Growth Responsible Index Fund Calvert Responsible Index Series, Inc. | 21,216 | 336.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |