Funds holding Stepan Co
255 funds declare a position · 69 ETFs and 186 other funds · 495.7M $ · US8585861003
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 1,288,900 | 64.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 681,056 | 34M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 570,781 | 29M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 526,786 | 26.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 496,913 | 24.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 315,813 | 15.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 238,823 | 11.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 233,263 | 11.9M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 214,273 | 10.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 209,884 | 10.5M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 196,075 | 9.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 193,449 | 9.7M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 190,770 | 9.5M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 184,020 | 9.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| SouthernSun Small Cap Fund ADVISORS' INNER CIRCLE III | 172,428 | 8.6M $ | 3.59 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 163,314 | 8.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 149,142 | 7.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 143,360 | 7.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 132,136 | 6.7M $ | 1.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 120,534 | 6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 120,132 | 6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 116,697 | 5.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 113,463 | 5.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 112,072 | 5.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 111,954 | 5.6M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 106,830 | 5.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 104,283 | 5.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 105,330 | 5.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 91,200 | 4.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 82,501 | 4.1M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| DEAN SMALL CAP VALUE Unified Series Trust | 81,267 | 4.1M $ | 2.39 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 79,289 | 4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 73,756 | 3.8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST | 71,910 | 3.7M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 72,198 | 3.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 69,455 | 3.5M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MATERIALS INDEX FUND VANGUARD WORLD FUND | 61,924 | 3.2M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 59,585 | 3M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 55,525 | 2.8M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 50,321 | 2.5M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 48,112 | 2.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 47,269 | 2.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 47,940 | 2.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 46,789 | 2.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust | 47,342 | 2.4M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 47,163 | 2.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 46,128 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 42,709 | 2.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 39,778 | 2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 38,010 | 1.9M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 36,460 | 1.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 36,386 | 1.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 34,203 | 1.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 33,392 | 1.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 32,098 | 1.6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 29,160 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 27,478 | 1.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 27,385 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 26,840 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 26,376 | 1.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 25,961 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 25,050 | 1.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 23,670 | 1.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 22,847 | 1.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 21,877 | 1.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 21,860 | 1.1M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 20,352 | 1M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 18,829 | 941.1K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 18,132 | 907.1K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 17,980 | 899.5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 17,438 | 871.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 17,000 | 865.1K $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 16,890 | 845K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 16,609 | 830.1K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 15,893 | 808.8K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 15,790 | 789.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 14,805 | 740.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 14,600 | 729.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 14,343 | 716.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 13,955 | 710.2K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 13,570 | 678.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 13,322 | 678K $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,242 | 662.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 12,000 | 610.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 12,100 | 605.4K $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,783 | 589.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 11,762 | 588.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 11,424 | 571K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 11,388 | 569.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 10,647 | 532.7K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 10,544 | 527K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 10,247 | 521.5K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 10,196 | 509.6K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund Northern Funds | 9,956 | 497.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 9,726 | 486.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 9,668 | 483.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 9,409 | 478.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 9,351 | 467.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 8,749 | 445.2K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 8,734 | 444.5K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 8,666 | 433.1K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,487 | 424.6K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Materials Index ETF FIDELITY COVINGTON TRUST | 8,324 | 416.4K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 8,297 | 414.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 8,200 | 409.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 7,999 | 407.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 8,085 | 404.5K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 8,001 | 399.9K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 7,915 | 396K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 7,853 | 392.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 7,686 | 384.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,678 | 383.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 7,641 | 382.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 7,570 | 378.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 7,356 | 367.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 7,095 | 355K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| TIFF MULTI-ASSET FUND TIFF Investment Program | 6,588 | 329.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 6,177 | 308.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 6,135 | 306.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 5,988 | 299.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc | 5,790 | 289.4K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 5,564 | 278.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Invenomic Fund NORTHERN LIGHTS FUND TRUST II | 5,316 | 266K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 4,692 | 234.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap Materials ETF Invesco Exchange-Traded Fund Trust II | 4,406 | 224.2K $ | 1.19 % | as of Feb 28, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,402 | 220K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 4,360 | 218.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 4,055 | 202.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Virtus Real Asset Income ETF ETFis Series Trust I | 4,000 | 200.1K $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 3,969 | 198.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,921 | 196.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 3,572 | 181.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,513 | 178.8K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,500 | 174.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 3,413 | 173.7K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 3,406 | 170.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,380 | 169.1K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 3,348 | 167.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Sit Small Cap Dividend Growth Fund SIT MUTUAL FUNDS INC | 3,325 | 166.2K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 3,269 | 163.5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 3,219 | 160.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 3,104 | 155.1K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 3,101 | 155K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,003 | 150.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,918 | 146K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 2,903 | 145.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 2,825 | 143.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 2,701 | 137.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Pinnacle Value Fund BERTOLET CAPITAL TRUST | 2,723 | 136.1K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,694 | 134.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 2,665 | 133.2K $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,576 | 128.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,494 | 124.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 2,465 | 123.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 2,459 | 122.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 2,418 | 120.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,393 | 119.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,369 | 118.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 2,091 | 106.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 2,111 | 105.6K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| S&P SmallCap 600 Pure Value Fund Rydex Variable Trust | 2,002 | 100.1K $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,989 | 99.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,980 | 99.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 1,963 | 98.1K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,951 | 97.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 1,910 | 97.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 1,875 | 95.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 1,901 | 95K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 1,879 | 93.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Adasina Social Justice All Cap Global ETF Tidal Trust I | 1,834 | 93.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,801 | 90K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,765 | 88.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 1,748 | 87.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,712 | 87.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,733 | 86.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SGI Small Cap Core Fund RBB Fund, Inc. | 1,669 | 84.9K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,698 | 84.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,643 | 82.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 1,616 | 80.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 1,515 | 77.1K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,519 | 75.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell U.S. Dividend Growers ETF ProShares Trust | 1,448 | 73.7K $ | 1.57 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,450 | 72.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,441 | 72K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,417 | 70.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,413 | 70.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,403 | 70.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,399 | 70K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 1,335 | 67.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 1,328 | 67.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,272 | 63.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,226 | 61.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,217 | 60.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 1,157 | 57.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| S&P SmallCap 600 Pure Value Fund Rydex Series Funds | 1,064 | 53.2K $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 1,052 | 52.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 1,007 | 50.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 960 | 48K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 940 | 47.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 936 | 47.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |