Funds holding Vertex Inc
186 funds declare a position · 45 ETFs and 141 other funds · 265.5M $ · US92538J1060
Funds report on different dates: each line carries its own.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND | 1,834,806 | 26.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,218,642 | 26.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,725,347 | 20.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,618,901 | 19.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 907,494 | 10.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 824,985 | 9.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 693,883 | 8.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 701,497 | 8.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Growth Fund JPMorgan Trust II | 671,962 | 8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds | 645,027 | 8M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 569,259 | 6.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Mid-Cap Growth Fund Virtus Equity Trust | 503,837 | 6M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | 442,020 | 5.3M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 356,497 | 5.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 347,769 | 5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 304,741 | 4.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Counterpoint Quantitative Equity ETF NORTHERN LIGHTS FUND TRUST III | 358,174 | 4.3M $ | 2.03 % | as of Mar 31, 2026 · Original filing |
| iShares Expanded Tech-Software Sector ETF iShares Trust | 329,425 | 3.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds | 303,815 | 3.6M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory Small-Cap Growth Fund Brown Advisory Funds | 263,280 | 3.1M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 245,884 | 3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 241,409 | 2.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST | 227,997 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Buffalo Small Cap Growth Fund Buffalo Funds | 229,357 | 2.7M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 217,664 | 2.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | 216,934 | 2.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Software & Services ETF SPDR SERIES TRUST | 208,921 | 2.5M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 193,589 | 2.4M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 175,996 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 137,898 | 2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 153,110 | 1.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 157,632 | 1.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 108,742 | 1.6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 99,790 | 1.4M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 116,898 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 86,508 | 1.3M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 96,814 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 92,596 | 1.1M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Royce Smaller-Companies Growth Fund ROYCE FUND | 95,000 | 1.1M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 94,800 | 1.1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 84,271 | 1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 82,897 | 985.6K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 82,653 | 982.7K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds | 78,899 | 938.1K $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 64,026 | 927.1K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 71,453 | 849.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 69,408 | 825.3K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 69,063 | 821.2K $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 49,015 | 709.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 44,034 | 637.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 53,378 | 634.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 43,726 | 633.2K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 49,183 | 608.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Global X FinTech ETF GLOBAL X FUNDS | 40,866 | 591.7K $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 48,583 | 577.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| ALGER SMALL CAP GROWTH FUND ALGER FUNDS | 45,896 | 567.7K $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 47,600 | 566K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Geneva SMID Cap Growth Fund Series Portfolios Trust | 38,528 | 557.9K $ | 1.22 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 46,500 | 552.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 44,640 | 552.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 43,338 | 536.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 36,073 | 522.3K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 41,726 | 516.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Cloud Computing ETF Fidelity Covington Trust | 41,114 | 488.8K $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 33,696 | 487.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Expanded Tech Sector ETF iShares Trust | 39,115 | 465.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 37,550 | 464.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 38,913 | 462.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Buffalo Early Stage Growth Fund Buffalo Funds | 38,165 | 453.8K $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 37,140 | 441.6K $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 36,380 | 432.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 34,152 | 422.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dunham Small Cap Growth Fund Dunham Funds | 33,693 | 416.8K $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 27,635 | 400.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Alger Small Cap Growth Portfolio ALGER PORTFOLIOS | 33,353 | 396.6K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST | 33,019 | 392.6K $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 32,441 | 385.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 30,413 | 376.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 31,582 | 375.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| TIFF MULTI-ASSET FUND TIFF Investment Program | 27,160 | 322.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 25,937 | 320.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 25,862 | 319.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 26,711 | 317.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 24,100 | 286.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 23,730 | 282.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 23,561 | 280.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 21,405 | 264.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 18,246 | 264.2K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 20,897 | 258.5K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 21,496 | 255.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 20,479 | 243.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS | 19,459 | 240.7K $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 19,163 | 227.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 18,425 | 219.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 16,257 | 201.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 16,837 | 200.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 16,580 | 197.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 15,218 | 188.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 13,911 | 165.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 13,384 | 159.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 12,854 | 152.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 11,583 | 143.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 11,559 | 143K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 9,800 | 141.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 11,085 | 137.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 11,530 | 137.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 10,660 | 131.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes Kaufmann Fund Federated Hermes Equity Funds | 10,000 | 123.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 10,064 | 119.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 9,778 | 116.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 9,387 | 116.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 9,486 | 112.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 8,743 | 104K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 8,288 | 102.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,567 | 101.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 8,372 | 99.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 7,684 | 95.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 7,337 | 87.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 5,750 | 83.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,695 | 82.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 5,837 | 72.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 5,436 | 64.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 5,389 | 64.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 4,378 | 63.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 4,333 | 62.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 4,313 | 62.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 5,243 | 62.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 5,026 | 59.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 4,928 | 58.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 4,559 | 56.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 4,314 | 51.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 4,257 | 50.6K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS | 3,748 | 44.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 3,041 | 44K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 3,402 | 42.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,904 | 42K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,700 | 39.1K $ | as of Feb 28, 2026 · Original filing | |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,200 | 38K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,957 | 36.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,513 | 36.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Multimanager Technology Portfolio EQ Advisors Trust | 2,754 | 32.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 2,539 | 31.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,349 | 27.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,941 | 23.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Tech Breakthrough Multisector ETF iShares Trust | 1,862 | 23K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,555 | 22.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,800 | 21.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,768 | 21K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| American Century Small Cap Value Insights ETF American Century ETF Trust | 1,440 | 20.9K $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,643 | 19.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,558 | 18.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 1,386 | 17.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,395 | 16.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,293 | 15.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,259 | 15K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Eventide Small Cap ETF Strategy Shares | 1,157 | 14.3K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 1,056 | 13.1K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,088 | 12.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 1,040 | 12.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 1,000 | 11.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 826 | 10.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 823 | 9.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ULTRA SMALL CAP PROFUND ProFunds | 790 | 9.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Franklin Alternative Strategies Fund Franklin Alternative Strategies Funds | 642 | 9.3K $ | 0.00 % | as of Feb 27, 2026 · Original filing |
| Indexperts Gorilla Aggressive Growth ETF SPINNAKER ETF SERIES | 600 | 7.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 588 | 7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust | 562 | 6.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Kennedy Capital Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST II | 455 | 5.4K $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 382 | 4.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 340 | 4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 332 | 3.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 309 | 3.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 276 | 3.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP ULTRA SMALL CAP ProFunds | 235 | 2.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 184 | 2.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series | 218 | 2.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP SMALL CAP ProFunds | 177 | 2.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 Fund Rydex Series Funds | 153 | 1.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SMALL-CAP PROFUND ProFunds | 128 | 1.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 116 | 1.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 100 | 1.2K $ | as of Mar 31, 2026 · Original filing | |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 91 | 1.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| ProShares Hedge Replication ETF ProShares Trust | 72 | 1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 69 | 853.5 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 21 | 304.1 $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 17 | 202.1 $ | 0.01 % | as of Mar 31, 2026 · Original filing |