Funds holding Walker & Dunlop Inc
251 funds declare a position · 55 ETFs and 196 other funds · 697.7M $ · US93148P1021
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 | 2,044,073 | 90.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,041,037 | 46.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 806,289 | 35.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 745,834 | 33.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 642,544 | 28.5M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Triton Fund JANUS INVESTMENT FUND | 626,826 | 27.8M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 474,992 | 21.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 379,014 | 16.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 327,772 | 16.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 332,600 | 14.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 308,738 | 13.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 269,700 | 13.6M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| Royce Small-Cap Total Return Fund ROYCE FUND | 282,819 | 12.6M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 282,463 | 12.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 270,090 | 12M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 225,506 | 11.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 250,021 | 11.1M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| AB Discovery Value Fund AB TRUST | 238,051 | 11M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 236,824 | 10.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 187,987 | 9.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 191,061 | 8.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 156,636 | 7.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 177,221 | 7.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 151,623 | 7.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 165,634 | 7.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 163,390 | 7.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 154,034 | 7.1M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 128,693 | 6.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 122,383 | 6.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 112,237 | 5.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 117,063 | 5.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 99,646 | 5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 98,787 | 4.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 96,466 | 4.4M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 85,536 | 4.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Royce Small-Cap Fund ROYCE FUND | 92,526 | 4.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust | 90,068 | 4M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 78,214 | 3.9M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| AB Small Cap Value Portfolio AB CAP FUND, INC. | 83,970 | 3.9M $ | 0.67 % | as of Feb 28, 2026 · Original filing |
| AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 86,525 | 3.8M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 72,442 | 3.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 80,192 | 3.6M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 74,930 | 3.4M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST | 75,000 | 3.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 64,664 | 3.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 70,739 | 3.1M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 61,386 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 64,493 | 3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | 66,092 | 2.9M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST | 57,311 | 2.9M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 56,932 | 2.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 54,221 | 2.5M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 54,209 | 2.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 53,890 | 2.4M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 53,199 | 2.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 50,854 | 2.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 43,116 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 40,547 | 2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 45,026 | 2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Putnam Small Cap Value Fund Putnam Investment Funds | 42,261 | 1.9M $ | 0.69 % | as of Feb 28, 2026 · Original filing |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 43,678 | 1.9M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 37,136 | 1.9M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 36,639 | 1.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 41,032 | 1.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 40,072 | 1.8M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 38,420 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 34,188 | 1.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 34,152 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Rockefeller US Small Cap Core Fund Trust for Professional Managers | 37,088 | 1.7M $ | 1.75 % | as of Feb 28, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 32,425 | 1.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 34,142 | 1.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 31,831 | 1.5M $ | 0.03 % | as of Feb 27, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 26,775 | 1.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 26,145 | 1.3M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 29,325 | 1.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 24,623 | 1.2M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 27,400 | 1.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 23,151 | 1.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 22,975 | 1.2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 25,277 | 1.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 24,264 | 1.1M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 20,613 | 1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 22,326 | 1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 22,737 | 1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 22,563 | 1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 21,273 | 978.8K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 20,126 | 926K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 19,865 | 914K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 17,664 | 889.4K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 17,408 | 876.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 17,146 | 863.3K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 16,963 | 854.1K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 18,369 | 815.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 18,237 | 809.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust | 18,221 | 808.6K $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 18,045 | 800.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 14,284 | 719.2K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 16,031 | 711.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,911 | 700.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Putnam VT Small Cap Value Fund Putnam Variable Trust | 15,580 | 691.4K $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 15,537 | 689.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND | 15,124 | 671.2K $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 15,081 | 669.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 15,016 | 666.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 14,964 | 664.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 12,995 | 654.3K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 14,677 | 651.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 14,131 | 650.2K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 12,743 | 641.6K $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 12,615 | 635.2K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 13,376 | 615.4K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 12,006 | 604.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 12,056 | 535K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 12,049 | 534.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 10,421 | 524.7K $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 11,656 | 517.3K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 11,440 | 507.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 11,370 | 504.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,337 | 470.1K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 10,544 | 467.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 10,000 | 460.1K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 10,154 | 450.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 9,588 | 441.1K $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 8,618 | 433.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 9,763 | 433.3K $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Small Company Value Trust John Hancock Variable Insurance Trust | 9,728 | 431.7K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 9,570 | 424.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 9,430 | 418.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 8,821 | 391.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 8,251 | 379.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 8,206 | 364.2K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 6,909 | 347.9K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 7,500 | 332.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 6,830 | 314.2K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 6,942 | 308.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 6,499 | 288.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,411 | 272.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 5,360 | 269.9K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 6,003 | 266.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,960 | 264.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 5,724 | 263.4K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 5,862 | 260.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Penn Series SMID Cap Value Fund Penn Series Funds Inc | 5,451 | 241.9K $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,382 | 238.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,023 | 231.1K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| DWS Global Small Cap VIP DEUTSCHE DWS VARIABLE SERIES I | 5,105 | 226.6K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 5,036 | 223.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 4,988 | 221.4K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,368 | 219.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 4,927 | 218.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 4,887 | 216.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 4,241 | 213.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 4,497 | 206.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 4,640 | 205.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,589 | 203.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 4,438 | 197K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,806 | 191.6K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 3,744 | 188.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc | 4,108 | 182.3K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,583 | 180.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 4,029 | 178.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,974 | 176.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 3,943 | 175K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 3,898 | 173K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 3,700 | 164.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,691 | 163.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 3,346 | 148.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 3,120 | 138.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 3,112 | 138.1K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 3,046 | 135.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,677 | 134.8K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 3,021 | 134.1K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 2,870 | 132K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,558 | 128.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 2,750 | 126.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,829 | 125.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 2,800 | 124.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC | 2,794 | 124K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,756 | 122.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,648 | 121.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Avantis Total Equity Markets ETF American Century ETF Trust | 2,512 | 115.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,512 | 111.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,443 | 108.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,300 | 102.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 2,002 | 100.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,183 | 100.4K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,262 | 100.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 2,200 | 97.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,157 | 95.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 2,071 | 95.3K $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 2,041 | 93.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 2,032 | 93.5K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,555 | 78.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 1,668 | 74K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,453 | 73.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,642 | 72.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,430 | 65.8K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,464 | 65K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,419 | 63K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,354 | 62.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |