Funds holding TruBridge Inc
136 funds declare a position · 32 ETFs and 104 other funds · 49.4M $ · US2053061030
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 446,266 | 6.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 159,137 | 4.1M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 143,618 | 3.7M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 229,414 | 3.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 102,198 | 2.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 92,768 | 2.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 81,670 | 2.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 70,926 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 114,145 | 1.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 59,831 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 48,687 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 74,298 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 40,498 | 1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 52,269 | 1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 49,372 | 952.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 48,037 | 926.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Paradigm Micro-Cap Fund PARADIGM FUNDS | 52,062 | 762.2K $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 43,565 | 637.8K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 23,443 | 602.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 28,607 | 551.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 20,972 | 539K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 20,914 | 537.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares US Small Cap Value Factor ETF iShares Trust | 33,433 | 489.5K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 24,673 | 475.9K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 20,912 | 403.4K $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 20,099 | 387.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 14,864 | 382K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 25,792 | 377.6K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 23,491 | 343.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 12,974 | 333.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 15,562 | 300.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 15,459 | 298.2K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 14,291 | 275.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 17,308 | 253.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 11,256 | 217.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 10,618 | 204.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,905 | 203.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,089 | 182.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 12,294 | 180K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 12,000 | 175.7K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,103 | 175.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 11,615 | 170K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 6,539 | 168.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 8,686 | 167.6K $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 11,435 | 167.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 8,348 | 161K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 10,300 | 150.8K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,730 | 147.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| AQR Small Cap Multi-Style Fund AQR Funds | 9,887 | 144.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 5,408 | 139K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 9,434 | 138.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,079 | 130.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 7,847 | 114.9K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,600 | 111.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 7,530 | 110.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 4,079 | 104.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 7,157 | 104.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 3,701 | 95.1K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 3,534 | 90.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 6,114 | 89.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 5,656 | 82.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 4,062 | 78.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 5,160 | 75.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 2,746 | 70.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,609 | 52.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,560 | 52.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,910 | 49.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 3,232 | 47.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,100 | 45.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,239 | 43.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 1,650 | 42.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 2,185 | 42.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,614 | 41.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,694 | 39.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,497 | 38.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,404 | 36.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 2,400 | 35.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,361 | 35K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 2,330 | 34.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,136 | 29.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 1,938 | 28.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,881 | 27.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 1,850 | 27.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,636 | 24K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1,633 | 23.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 910 | 23.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 887 | 22.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 750 | 19.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,275 | 18.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,275 | 18.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,256 | 18.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,248 | 18.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,174 | 17.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Longview Advantage ETF RBB Fund Trust | 873 | 16.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 867 | 16.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 1,100 | 16.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,067 | 15.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 800 | 15.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 600 | 15.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 599 | 15.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,020 | 14.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 971 | 14.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 880 | 12.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 827 | 12.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 619 | 11.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 618 | 11.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 742 | 10.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 644 | 9.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 630 | 9.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 609 | 8.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 435 | 8.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 462 | 6.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 329 | 6.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 236 | 6.1K $ | as of Apr 30, 2026 · Original filing | |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 343 | 5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 339 | 5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 317 | 4.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 313 | 4.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 300 | 4.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 300 | 4.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 263 | 3.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced U.S. All-Cap Equity ETF Fidelity Covington Trust | 217 | 3.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| ULTRA SMALL CAP PROFUND ProFunds | 106 | 2.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 78 | 2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 100 | 1.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 51 | 746.6 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Langar Global Health Tech ETF SPINNAKER ETF SERIES | 50 | 732 $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP ULTRA SMALL CAP ProFunds | 31 | 453.8 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SMALL-CAP PROFUND ProFunds | 17 | 436.9 $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| PROFUND VP SMALL CAP ProFunds | 24 | 351.4 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 Fund Rydex Series Funds | 23 | 336.7 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 12 | 308.4 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 14 | 205 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Hedge Replication ETF ProShares Trust | 10 | 192.9 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 57.9 $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 3 | 43.9 $ | 0.00 % | as of Mar 31, 2026 · Original filing |