Funds holding Stride Inc
350 funds declare a position · 106 ETFs and 244 other funds · 1.9B $ · US86333M1080
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 | 2,523,344 | 222.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,284,026 | 113.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,023,752 | 90.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 932,684 | 82.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Triton Fund JANUS INVESTMENT FUND | 763,429 | 67.3M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 682,788 | 60.2M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 521,319 | 46M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 520,724 | 45.9M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 468,680 | 41.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 413,821 | 40.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Victory Sycamore Small Company Opportunity Fund Victory Portfolios | 445,000 | 39.2M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 410,146 | 36.2M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST | 400,000 | 35.3M $ | 3.36 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 380,347 | 33.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 342,107 | 30.2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| SmallCap Fund Principal Funds, Inc | 294,200 | 28.6M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 285,074 | 27.7M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 283,496 | 25M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 268,593 | 23.7M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 225,103 | 21.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 241,197 | 21.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 220,098 | 19.4M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) | 219,974 | 19.4M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 227,056 | 19.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Rockefeller U.S. Small-Mid Cap ETF Tidal Trust III | 194,193 | 18.9M $ | 2.50 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 194,129 | 18.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 211,756 | 17.9M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 210,260 | 17.7M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 179,064 | 17.4M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 183,807 | 15.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 156,900 | 15.2M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 145,430 | 14.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 148,236 | 12.5M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 128,691 | 12.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Frontier Mid Cap Growth Portfolio Brighthouse Funds Trust II | 137,071 | 12.1M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 108,062 | 10.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 105,803 | 10.3M $ | 3.67 % | as of Apr 30, 2026 · Original filing |
| Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 115,669 | 10.2M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 116,775 | 9.9M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 92,430 | 9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 92,288 | 9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 91,653 | 8.9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS | 100,188 | 8.8M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 90,563 | 8.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 85,815 | 8.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 95,208 | 8M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 90,103 | 7.6M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 76,389 | 7.4M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 81,114 | 6.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 73,887 | 6.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 72,212 | 6.4M $ | 2.51 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC | 61,724 | 6M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 68,008 | 6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 70,187 | 5.9M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 60,406 | 5.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 68,893 | 5.8M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Applied Finance Explorer Fund World Funds Trust | 59,481 | 5.8M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 65,380 | 5.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 64,675 | 5.5M $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 64,161 | 5.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 61,936 | 5.2M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 53,680 | 5.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 53,432 | 5.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 48,972 | 4.8M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 48,864 | 4.7M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 53,605 | 4.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 46,650 | 4.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Royce Small-Cap Fund ROYCE FUND | 51,304 | 4.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 46,039 | 4.5M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS | 50,259 | 4.4M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 45,116 | 4.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Calamos Timpani Small Cap Growth Fund CALAMOS INVESTMENT TRUST/IL | 43,267 | 4.2M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 45,813 | 4M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 40,419 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 40,295 | 3.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 43,728 | 3.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 43,520 | 3.8M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 39,369 | 3.8M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 44,715 | 3.8M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | 39,438 | 3.5M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 35,039 | 3.4M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 34,736 | 3.4M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 37,526 | 3.3M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| FundX Future Fund Opportunities ETF FundX Investment Trust | 37,507 | 3.3M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 39,186 | 3.3M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 33,552 | 3.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 33,032 | 3.2M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 35,830 | 3.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 31,367 | 3M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 30,778 | 3M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 28,949 | 2.8M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 31,813 | 2.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 31,547 | 2.8M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 31,211 | 2.8M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 30,366 | 2.7M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 30,159 | 2.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 25,466 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 28,049 | 2.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 27,700 | 2.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Rockefeller US Small Cap Core Fund Trust for Professional Managers | 28,871 | 2.4M $ | 2.49 % | as of Feb 28, 2026 · Original filing |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 27,071 | 2.4M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 24,067 | 2.3M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| SmallCap Account Principal Variable Contract Funds, Inc | 26,500 | 2.3M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II | 27,267 | 2.3M $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| Small Cap Stock Trust John Hancock Variable Insurance Trust | 25,346 | 2.2M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 22,872 | 2.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 25,171 | 2.2M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 21,750 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 21,658 | 2.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 24,541 | 2.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 24,519 | 2.1M $ | 0.81 % | as of Feb 28, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 23,284 | 2.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| M Capital Appreciation Fund M FUND INC | 23,177 | 2M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 20,942 | 2M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 22,924 | 2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| NYLI Fiera SMID Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 20,714 | 2M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 23,241 | 2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 19,150 | 1.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 18,803 | 1.8M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 18,795 | 1.8M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Kirr, Marbach Partners Value Fund Kirr Marbach Partners Funds Inc | 20,327 | 1.8M $ | 1.73 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 18,122 | 1.8M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 19,579 | 1.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 19,258 | 1.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 19,106 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 18,876 | 1.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 17,068 | 1.7M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 18,497 | 1.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 18,483 | 1.6M $ | 0.03 % | as of Feb 27, 2026 · Original filing |
| Easterly Snow Small Cap Value Fund James Alpha Funds Trust | 18,018 | 1.5M $ | 3.57 % | as of Feb 28, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 15,546 | 1.5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 16,550 | 1.5M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 17,179 | 1.4M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| NIA IMPACT SOLUTIONS FUND Ultimus Managers Trust | 17,171 | 1.4M $ | 1.54 % | as of Feb 28, 2026 · Original filing |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 16,392 | 1.4M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 14,755 | 1.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 16,222 | 1.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| AMG Frontier Small Cap Growth Fund AMG Funds I | 14,463 | 1.4M $ | 1.43 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 15,827 | 1.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Value Fund ROYCE FUND | 15,662 | 1.4M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 16,057 | 1.4M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 13,855 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 15,188 | 1.3M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 14,717 | 1.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 14,605 | 1.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 15,105 | 1.3M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 14,377 | 1.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,878 | 1.3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 14,106 | 1.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 14,063 | 1.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 13,240 | 1.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Invesco Dorsey Wright Consumer Staples Momentum ETF Invesco Exchange-Traded Fund Trust | 11,657 | 1.1M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 12,820 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 13,371 | 1.1M $ | 0.10 % | as of Feb 27, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 12,770 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 12,741 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II | 12,593 | 1.1M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL | 11,173 | 1.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 11,002 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Alger Dynamic Opportunities Fund ALGER FUNDS II | 10,808 | 1.1M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 11,670 | 1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,327 | 1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 11,283 | 994.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 11,136 | 981.9K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 9,913 | 963.1K $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 10,897 | 960.8K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 11,295 | 953.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Touchstone Variable Series Trust-Touchstone Small Company Fund Touchstone Variable Series Trust | 10,448 | 921.2K $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 8,981 | 872.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| First Eagle US Smid Cap Opportunity Fund First Eagle Funds | 8,868 | 861.6K $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 10,196 | 860.3K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 9,541 | 841.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 8,561 | 831.8K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 9,148 | 806.6K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 9,413 | 794.3K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 7,854 | 763.1K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Distillate Small/Mid Cash Flow ETF ETF Series Solutions | 8,370 | 738K $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 8,672 | 731.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 8,249 | 727.3K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 8,201 | 723.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 7,326 | 711.8K $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 7,974 | 703.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 7,861 | 693.1K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII | 8,068 | 680.8K $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| ETC 6 Meridian Small Cap Equity ETF EXCHANGE TRADED CONCEPTS TRUST | 8,038 | 678.2K $ | 0.55 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 7,575 | 667.9K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 6,704 | 651.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small Cap Value TRANSAMERICA FUNDS | 6,700 | 651K $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I | 7,312 | 644.7K $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 7,102 | 626.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 6,358 | 617.7K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 7,193 | 606.9K $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 6,788 | 598.5K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 6,008 | 583.7K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,578 | 580K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,488 | 547.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 5,858 | 516.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 5,175 | 502.8K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 5,660 | 499K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 5,645 | 497.7K $ | 0.36 % | as of Mar 31, 2026 · Original filing |