Funds holding Stifel Financial Corp
479 funds declare a position · 112 ETFs and 367 other funds · 4.4B $ · US8606301021
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 5,049,004 | 373.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,666,126 | 344.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,390,851 | 250.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 2,889,107 | 213.6M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,159,136 | 159.6M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 2,134,089 | 157.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 1,933,778 | 152.4M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,702,446 | 125.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 1,162,506 | 85.9M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 977,437 | 72.3M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 812,923 | 64.1M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 798,181 | 59.1M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 744,940 | 55.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Nomura Small Cap Value Fund Delaware Group Equity Funds V | 694,877 | 51.5M $ | 1.41 % | as of Feb 27, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 598,617 | 47.2M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Victory Sycamore Small Company Opportunity Fund Victory Portfolios | 625,000 | 46.2M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 584,786 | 46.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 549,229 | 43.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 566,040 | 41.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Harbor Small Cap Value Fund HARBOR FUNDS | 519,562 | 40.9M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 520,380 | 38.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 509,528 | 37.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| AB DISCOVERY GROWTH FUND, INC. AB DISCOVERY GROWTH FUND, INC. | 391,121 | 30.8M $ | 1.14 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 413,198 | 30.6M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 378,050 | 29.8M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 368,987 | 29.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| AB Small Cap Growth Portfolio AB CAP FUND, INC. | 365,310 | 28.8M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 383,850 | 28.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 359,553 | 28.3M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 353,379 | 27.8M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 375,664 | 27.8M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 367,038 | 27.2M $ | 0.90 % | as of Feb 28, 2026 · Original filing |
| Nomura VIP Small Cap Value Series Delaware VIP Trust | 351,825 | 26M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 348,548 | 25.8M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 341,548 | 25.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES | 336,058 | 24.8M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| AB Discovery Value Fund AB TRUST | 320,283 | 23.7M $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | 316,242 | 23.4M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| AMCAP Fund AMCAP Fund | 309,991 | 23M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| SmallCap Fund Principal Funds, Inc | 283,400 | 22.3M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 277,429 | 21.9M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 284,733 | 21.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 277,416 | 20.5M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 272,508 | 20.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 251,883 | 19.9M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 242,401 | 19.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 256,007 | 19M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 234,202 | 18.5M $ | 1.56 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 245,361 | 18.1M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Small Cap Equity Portfolio GLENMEDE FUND INC | 226,819 | 17.9M $ | 1.82 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 224,187 | 17.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 232,505 | 17.2M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 225,745 | 16.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 213,060 | 15.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 199,323 | 15.7M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 199,256 | 15.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VOYA LARGE CAP VALUE FUND Voya Equity Trust | 203,586 | 15.1M $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 185,943 | 14.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 194,222 | 14.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 193,610 | 14.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 191,750 | 14.2M $ | 2.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 188,646 | 13.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust | 182,550 | 13.5M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 180,474 | 13.3M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 179,850 | 13.3M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 168,477 | 12.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 149,648 | 11.8M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 156,956 | 11.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. | 156,633 | 11.6M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 153,873 | 11.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 152,660 | 11.3M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 149,100 | 11M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 137,204 | 10.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 142,050 | 10.5M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 132,593 | 10.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 132,403 | 10.4M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 131,262 | 10.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Small Cap Dynamic Growth Fund John Hancock Funds II | 137,418 | 10.2M $ | 1.96 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 122,757 | 9.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 127,687 | 9.4M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small Cap Core Fund AMG Funds | 125,602 | 9.3M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| Heartland Value Plus Fund HEARTLAND GROUP INC. | 125,000 | 9.2M $ | 3.15 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 124,998 | 9.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 123,734 | 9.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small/Mid Cap Core Fund AMG Funds | 123,658 | 9.1M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 123,111 | 9.1M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 119,958 | 8.9M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| AQR Managed Futures Strategy HV Fund AQR Funds | 118,443 | 8.8M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 116,648 | 8.6M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 112,630 | 8.3M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 103,699 | 8.2M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 110,398 | 8.2M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 109,143 | 8.1M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 101,708 | 8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 106,026 | 7.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 105,407 | 7.8M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 97,901 | 7.2M $ | 1.13 % | as of Feb 28, 2026 · Original filing |
| VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 97,253 | 7.2M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 96,078 | 7.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 95,768 | 7.1M $ | 1.04 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 89,838 | 7.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 93,144 | 6.9M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 87,310 | 6.9M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 91,509 | 6.8M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 88,976 | 6.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 88,665 | 6.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 81,696 | 6.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 86,499 | 6.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 86,324 | 6.4M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 80,539 | 6.3M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust | 84,779 | 6.3M $ | 0.97 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 78,893 | 6.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 82,838 | 6.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 82,788 | 6.1M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 76,944 | 6.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 76,474 | 6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 81,150 | 6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 80,797 | 6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 80,249 | 5.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 74,263 | 5.9M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 76,620 | 5.7M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| AQR Multi-Asset Fund AQR Funds | 76,653 | 5.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 76,249 | 5.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 70,725 | 5.6M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 74,586 | 5.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 68,871 | 5.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 71,832 | 5.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 70,921 | 5.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 70,728 | 5.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 69,901 | 5.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 68,570 | 5.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| NYLI Fiera SMID Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 64,302 | 5.1M $ | 2.18 % | as of Apr 30, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 66,524 | 4.9M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST | 62,030 | 4.9M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 61,632 | 4.9M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 61,563 | 4.9M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 64,235 | 4.8M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 60,344 | 4.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 63,899 | 4.7M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 63,012 | 4.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 62,568 | 4.6M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 62,296 | 4.6M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 58,338 | 4.6M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Nomura Smid Cap Core Fund IVY FUNDS | 60,321 | 4.5M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 60,253 | 4.5M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 59,797 | 4.4M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL | 55,036 | 4.3M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 54,873 | 4.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 57,671 | 4.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 57,487 | 4.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 53,581 | 4.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 56,624 | 4.2M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 56,529 | 4.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 55,796 | 4.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 55,155 | 4.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 51,808 | 4.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 54,168 | 4M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 50,480 | 4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 53,674 | 4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Mid-Cap Value Portfolio PACIFIC SELECT FUND | 53,299 | 3.9M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust | 52,595 | 3.9M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 52,174 | 3.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 48,823 | 3.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 51,753 | 3.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 51,750 | 3.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 51,676 | 3.8M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| Harbor Mid Cap Fund HARBOR FUNDS | 47,075 | 3.7M $ | 1.78 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 46,817 | 3.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 46,703 | 3.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 46,214 | 3.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 45,076 | 3.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio | 44,089 | 3.5M $ | 1.90 % | as of Apr 30, 2026 · Original filing |
| MOA SMALL CAP VALUE FUND MoA Funds Corp | 46,947 | 3.5M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 43,123 | 3.4M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 44,609 | 3.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 40,617 | 3.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 42,744 | 3.2M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 41,613 | 3.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 39,000 | 3.1M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 40,529 | 3M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 37,701 | 3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 37,129 | 2.7M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 33,873 | 2.7M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 35,754 | 2.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 33,286 | 2.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 34,358 | 2.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 34,100 | 2.5M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 33,464 | 2.5M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 33,421 | 2.5M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 33,311 | 2.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| AMG GW&K Small Cap Growth Fund AMG Funds IV | 31,264 | 2.5M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 32,778 | 2.4M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | 32,611 | 2.4M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 32,360 | 2.4M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Harbor PanAgora Dynamic Large Cap Core ETF Harbor ETF Trust | 30,394 | 2.4M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Global Equity Fund RUSSELL INVESTMENT CO | 29,694 | 2.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 30,979 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 28,923 | 2.3M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 28,490 | 2.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 28,413 | 2.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |