Titelia

Funds holding Southside Bancshares Inc

221 funds declare a position · 67 ETFs and 154 other funds · 307.7M $ · US84470P1093

Each line carries its report date. The 200 largest lines are shown.

FundSharesValueWeight
iShares Core S&P Small-Cap ETF iShares Trust 1,684,15352.4M $0.06 %as of Mar 31, 2026 · Original filing
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 897,06227.9M $0.00 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 706,33322M $0.03 %as of Mar 31, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 314,8159.8M $0.01 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 288,8949.5M $0.03 %as of Apr 30, 2026 · Original filing
iShares S&P Small-Cap 600 Value ETF iShares Trust 272,9438.5M $0.11 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 258,3628M $0.06 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 Value ETF iShares Trust 247,9467.7M $0.06 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Value ETF American Century ETF Trust 239,5127.5M $0.03 %as of Feb 28, 2026 · Original filing
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 209,5596.9M $0.04 %as of Apr 30, 2026 · Original filing
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 195,3926.1M $0.93 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 167,7225.5M $0.04 %as of Apr 30, 2026 · Original filing
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 175,6175.5M $0.06 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 159,4605M $0.13 %as of Mar 31, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 150,7794.7M $0.01 %as of Feb 28, 2026 · Original filing
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 140,5544.6M $0.02 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 145,6164.5M $0.11 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 143,4034.5M $0.03 %as of Feb 28, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 132,8584.4M $0.02 %as of Apr 30, 2026 · Original filing
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 136,6374.3M $0.02 %as of Feb 28, 2026 · Original filing
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 123,5674.1M $0.67 %as of Apr 30, 2026 · Original filing
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 125,5243.9M $0.04 %as of Feb 28, 2026 · Original filing
Third Avenue Small-Cap Value Fund Third Avenue Trust 116,8793.9M $1.92 %as of Apr 30, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 108,8263.6M $0.05 %as of Apr 30, 2026 · Original filing
Dimensional US Small Cap Value ETF Dimensional ETF Trust 102,9213.4M $0.05 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 97,8473.2M $0.02 %as of Apr 30, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 97,2363M $0.06 %as of Feb 28, 2026 · Original filing
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 78,9512.6M $0.23 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 69,9752.3M $0.01 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 67,2142.2M $0.01 %as of Apr 30, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 63,1552.1M $0.03 %as of Apr 30, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 64,5342M $0.08 %as of Feb 28, 2026 · Original filing
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 63,9382M $0.10 %as of Mar 31, 2026 · Original filing
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 63,0742M $0.82 %as of Feb 28, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 62,1721.9M $0.11 %as of Feb 28, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 53,4121.7M $0.00 %as of Feb 28, 2026 · Original filing
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 51,8001.6M $0.19 %as of Mar 31, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 48,1311.5M $0.03 %as of Mar 31, 2026 · Original filing
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 48,1211.5M $0.06 %as of Mar 31, 2026 · Original filing
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 47,7071.5M $0.01 %as of Feb 28, 2026 · Original filing
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 44,9861.4M $0.06 %as of Feb 28, 2026 · Original filing
JPMorgan Small Cap Value Fund JPMorgan Trust II 45,0671.4M $0.12 %as of Mar 31, 2026 · Original filing
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 43,8001.4M $0.11 %as of Mar 31, 2026 · Original filing
JNL Small Cap Index Fund JNL Series Trust 42,8231.3M $0.06 %as of Mar 31, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 40,8491.3M $0.00 %as of Feb 28, 2026 · Original filing
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 36,3291.1M $0.06 %as of Mar 31, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 32,9991.1M $0.03 %as of Apr 30, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 34,5391.1M $0.00 %as of Mar 31, 2026 · Original filing
SmallCap Value Fund II Principal Funds, Inc 32,2301.1M $0.09 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 30,4241M $0.00 %as of Apr 30, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 29,089904.4K $0.03 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 27,994870.3K $0.32 %as of Mar 31, 2026 · Original filing
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 25,354837.4K $0.04 %as of Apr 30, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 24,768818.1K $0.00 %as of Apr 30, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,519809.9K $0.02 %as of Apr 30, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 25,590795.6K $0.04 %as of Mar 31, 2026 · Original filing
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 24,293755.3K $0.06 %as of Mar 31, 2026 · Original filing
SmallCap S&P 600 Index Fund Principal Funds, Inc 21,961725.4K $0.05 %as of Apr 30, 2026 · Original filing
BlackRock Advantage Small Cap Core Fund BlackRock Funds 22,825714.9K $0.02 %as of Feb 27, 2026 · Original filing
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 21,169663K $0.06 %as of Feb 28, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 19,014628K $0.02 %as of Apr 30, 2026 · Original filing
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 19,470605.3K $0.05 %as of Mar 31, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,467605.2K $0.03 %as of Mar 31, 2026 · Original filing
Small Cap Value Fund Northern Funds 19,175596.2K $0.10 %as of Mar 31, 2026 · Original filing
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 18,649579.8K $0.06 %as of Mar 31, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 17,464576.8K $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 18,066565.8K $0.07 %as of Feb 28, 2026 · Original filing
WisdomTree U.S. High Dividend Fund WisdomTree Trust 18,045561K $0.04 %as of Mar 31, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 16,585515.6K $0.00 %as of Mar 31, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 16,445515.1K $0.00 %as of Feb 28, 2026 · Original filing
Avantis U.S. Small Cap Value Fund American Century ETF Trust 16,249508.9K $0.03 %as of Feb 28, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 16,189503.3K $0.03 %as of Mar 31, 2026 · Original filing
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 15,845496.3K $0.19 %as of Feb 28, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 14,401475.7K $0.00 %as of Apr 30, 2026 · Original filing
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 15,267474.7K $0.31 %as of Mar 31, 2026 · Original filing
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 15,100472.9K $0.03 %as of Feb 28, 2026 · Original filing
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 13,778455.1K $0.05 %as of Apr 30, 2026 · Original filing
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 13,614449.7K $0.09 %as of Apr 30, 2026 · Original filing
JPMorgan U.S. Small Company Fund JPMorgan Trust I 14,434448.8K $0.05 %as of Mar 31, 2026 · Original filing
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 14,200441.5K $0.08 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund Northern Funds 13,816429.5K $0.03 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. SmallCap Fund WisdomTree Trust 13,731426.9K $0.07 %as of Mar 31, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 12,503413K $0.03 %as of Apr 30, 2026 · Original filing
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 13,018404.7K $0.00 %as of Mar 31, 2026 · Original filing
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 12,890400.8K $0.04 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 12,016396.9K $0.00 %as of Apr 30, 2026 · Original filing
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 12,000396.4K $0.10 %as of Apr 30, 2026 · Original filing
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 12,107376.4K $0.12 %as of Mar 31, 2026 · Original filing
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,162368.7K $0.04 %as of Apr 30, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 11,726367.3K $0.00 %as of Feb 28, 2026 · Original filing
Small Cap Index Fund VALIC Co I 11,392356.8K $0.03 %as of Feb 28, 2026 · Original filing
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 10,448345.1K $0.05 %as of Apr 30, 2026 · Original filing
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 10,400343.5K $0.01 %as of Apr 30, 2026 · Original filing
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 10,660333.9K $0.06 %as of Feb 28, 2026 · Original filing
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 9,872326.1K $0.01 %as of Apr 30, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 10,316320.7K $0.03 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 9,384310K $0.00 %as of Apr 30, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,309307.5K $0.00 %as of Apr 30, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 9,855306.4K $0.01 %as of Mar 31, 2026 · Original filing
Small Cap Value Fund VALIC Co I 9,773306.1K $0.12 %as of Feb 28, 2026 · Original filing
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 9,838305.9K $0.06 %as of Mar 31, 2026 · Original filing
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 9,700303.8K $0.02 %as of Feb 28, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 9,636299.6K $0.00 %as of Mar 31, 2026 · Original filing
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 9,565297.4K $0.06 %as of Mar 31, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 9,108283.2K $0.03 %as of Mar 31, 2026 · Original filing
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 8,437262.3K $0.06 %as of Mar 31, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 8,415261.6K $0.00 %as of Mar 31, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 8,256256.7K $0.01 %as of Mar 31, 2026 · Original filing
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 7,600251K $0.01 %as of Apr 30, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 7,448246K $0.00 %as of Apr 30, 2026 · Original filing
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,054233K $0.04 %as of Apr 30, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 7,386229.6K $0.03 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 6,460200.8K $0.00 %as of Mar 31, 2026 · Original filing
iShares Morningstar Small-Cap Value ETF iShares Trust 5,866193.8K $0.03 %as of Apr 30, 2026 · Original filing
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 5,852193.3K $0.01 %as of Apr 30, 2026 · Original filing
Diversified Equity Master Portfolio Master Investment Portfolio 6,208193K $0.01 %as of Mar 31, 2026 · Original filing
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 5,897183.3K $0.03 %as of Mar 31, 2026 · Original filing
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 5,835182.8K $0.04 %as of Feb 28, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,707177.4K $0.02 %as of Mar 31, 2026 · Original filing
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 5,517172.8K $0.07 %as of Feb 28, 2026 · Original filing
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,515172.7K $0.06 %as of Feb 28, 2026 · Original filing
Small Cap Index Trust John Hancock Variable Insurance Trust 5,343166.1K $0.03 %as of Mar 31, 2026 · Original filing
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,321165.4K $0.00 %as of Mar 31, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,845160K $0.01 %as of Apr 30, 2026 · Original filing
Small-Cap Value Portfolio PACIFIC SELECT FUND 5,000155.5K $0.04 %as of Mar 31, 2026 · Original filing
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 4,915153.9K $0.02 %as of Feb 28, 2026 · Original filing
Eventide Small Cap ETF Strategy Shares 4,553150.4K $0.58 %as of Apr 30, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,762149.1K $0.01 %as of Feb 28, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 4,415145.8K $0.01 %as of Apr 30, 2026 · Original filing
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 4,308142.3K $0.03 %as of Apr 30, 2026 · Original filing
Adara Smaller Companies Fund RBB Fund, Inc. 4,513141.3K $0.02 %as of Feb 28, 2026 · Original filing
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 4,375137K $0.06 %as of Feb 28, 2026 · Original filing
TETON Westwood Mighty Mites Fund Teton Westwood Funds 4,300133.7K $0.07 %as of Mar 31, 2026 · Original filing
1290 VT Small Cap Value Portfolio EQ Advisors Trust 4,277133K $0.03 %as of Mar 31, 2026 · Original filing
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,018124.9K $0.03 %as of Mar 31, 2026 · Original filing
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 3,696114.9K $0.03 %as of Mar 31, 2026 · Original filing
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,616112.4K $0.03 %as of Mar 31, 2026 · Original filing
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,470107.9K $0.03 %as of Mar 31, 2026 · Original filing
Victory Extended Market Index Fund Victory Portfolios III 3,206105.9K $0.01 %as of Apr 30, 2026 · Original filing
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 3,368104.7K $0.03 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,274101.8K $0.01 %as of Mar 31, 2026 · Original filing
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,036100.3K $0.03 %as of Apr 30, 2026 · Original filing
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 3,19799.4K $0.06 %as of Mar 31, 2026 · Original filing
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,17498.7K $0.05 %as of Mar 31, 2026 · Original filing
Small Cap Core Fund Northern Funds 3,14497.7K $0.03 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 2,89795.7K $0.00 %as of Apr 30, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,70884.2K $0.01 %as of Mar 31, 2026 · Original filing
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,62981.7K $0.01 %as of Mar 31, 2026 · Original filing
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 2,60180.9K $0.06 %as of Mar 31, 2026 · Original filing
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 2,55279.3K $0.07 %as of Mar 31, 2026 · Original filing
Clearwater Select Equity Fund Clearwater Investment Trust 2,50077.7K $0.02 %as of Mar 31, 2026 · Original filing
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,29975.9K $0.03 %as of Apr 30, 2026 · Original filing
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,41775.1K $0.03 %as of Mar 31, 2026 · Original filing
iShares MSCI World Small-Cap ETF iShares Trust 2,29872K $0.01 %as of Feb 28, 2026 · Original filing
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 2,31471.9K $0.04 %as of Mar 31, 2026 · Original filing
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,24569.8K $0.03 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 2,19168.6K $0.06 %as of Feb 28, 2026 · Original filing
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 2,19668.3K $0.04 %as of Mar 31, 2026 · Original filing
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,11865.8K $0.04 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,07465K $0.00 %as of Feb 28, 2026 · Original filing
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 2,08164.7K $0.02 %as of Mar 31, 2026 · Original filing
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,07864.6K $0.00 %as of Mar 31, 2026 · Original filing
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,03463.2K $0.01 %as of Mar 31, 2026 · Original filing
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 2,00062.2K $0.00 %as of Mar 31, 2026 · Original filing
ProShares Ultra Russell2000 ProShares Trust 1,78956K $0.02 %as of Feb 28, 2026 · Original filing
ProShares UltraPro Russell2000 ProShares Trust 1,78255.8K $0.02 %as of Feb 28, 2026 · Original filing
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 1,71853.8K $0.23 %as of Feb 28, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,48746.2K $0.01 %as of Mar 31, 2026 · Original filing
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,47745.9K $0.04 %as of Mar 31, 2026 · Original filing
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 1,28642.5K $0.02 %as of Apr 30, 2026 · Original filing
Avantis U.S. Equity Fund American Century ETF Trust 1,34042K $0.00 %as of Feb 28, 2026 · Original filing
iShares Morningstar Small-Cap ETF iShares Trust 1,25441.4K $0.02 %as of Apr 30, 2026 · Original filing
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,20839.9K $0.00 %as of Apr 30, 2026 · Original filing
ProShares Russell 2000 High Income ETF ProShares Trust 1,25339.2K $0.03 %as of Feb 28, 2026 · Original filing
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,22638.4K $0.01 %as of Feb 28, 2026 · Original filing
Small-Cap Equity Portfolio PACIFIC SELECT FUND 1,21737.8K $0.01 %as of Mar 31, 2026 · Original filing
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 1,13037.3K $0.00 %as of Apr 30, 2026 · Original filing
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 1,12237.1K $0.05 %as of Apr 30, 2026 · Original filing
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 1,13335.5K $0.00 %as of Feb 28, 2026 · Original filing
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,06935.3K $0.00 %as of Apr 30, 2026 · Original filing
S&P SmallCap Index Fund SHELTON FUNDS 1,07533.7K $0.06 %as of Feb 28, 2026 · Original filing
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,01631.6K $0.01 %as of Mar 31, 2026 · Original filing
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 95029.5K $0.00 %as of Mar 31, 2026 · Original filing
Avantis Responsible U.S. Equity ETF American Century ETF Trust 93029.1K $0.01 %as of Feb 28, 2026 · Original filing
Small Company Value Portfolio Wilshire Mutual Funds Inc 84026.1K $0.12 %as of Mar 31, 2026 · Original filing
Penn Series Small Cap Index Fund Penn Series Funds Inc 77124K $0.03 %as of Mar 31, 2026 · Original filing
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 73423K $0.00 %as of Feb 28, 2026 · Original filing
PROFUND VP SMALLCAP VALUE ProFunds 70321.9K $0.11 %as of Mar 31, 2026 · Original filing
VIP Total Market Index Portfolio Variable Insurance Products Fund II 67421K $0.00 %as of Mar 31, 2026 · Original filing
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 67320.9K $0.00 %as of Mar 31, 2026 · Original filing
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 60420K $0.17 %as of Apr 30, 2026 · Original filing
Total Stock Market Index Trust John Hancock Variable Insurance Trust 64119.9K $0.00 %as of Mar 31, 2026 · Original filing
TEXAS CAPITAL TEXAS EQUITY INDEX ETF Texas Capital Funds Trust 49715.5K $0.05 %as of Mar 31, 2026 · Original filing
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 43213.4K $0.00 %as of Mar 31, 2026 · Original filing
Disciplined U.S. Small Cap Equity Portfolio GLENMEDE FUND INC 40213.3K $0.42 %as of Apr 30, 2026 · Original filing
Dimensional US Vector Equity ETF Dimensional ETF Trust 34811.5K $0.00 %as of Apr 30, 2026 · Original filing
ULTRA SMALL CAP PROFUND ProFunds 32510.7K $0.02 %as of Apr 30, 2026 · Original filing
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 32810.2K $0.00 %as of Mar 31, 2026 · Original filing
ProShares Ultra SmallCap600 ProShares Trust 3109.7K $0.04 %as of Feb 28, 2026 · Original filing
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 2167.1K $0.09 %as of Apr 30, 2026 · Original filing