Funds holding Wendy's Co/The
240 funds declare a position · 74 ETFs and 166 other funds · 442.7M $ · US95058W1009
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 9,479,196 | 65.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 4,863,022 | 37.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,784,370 | 33.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,517,073 | 24.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Oakmark Equity and Income Fund HARRIS ASSOCIATES INVESTMENT TRUST | 3,397,400 | 23.6M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,236,604 | 15.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,760,838 | 12.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 1,659,023 | 11.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 1,543,389 | 10.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 1,456,990 | 10.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 1,283,312 | 8.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 1,128,582 | 8.6M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| State Farm Growth Fund Advisers Investment Trust | 1,019,900 | 7.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 986,289 | 6.9M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 906,055 | 6.3M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 901,219 | 6.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 766,119 | 5.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 822,668 | 5.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 745,031 | 5.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 670,288 | 4.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 585,950 | 4.5M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 631,930 | 4.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 623,386 | 4.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 543,375 | 4.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 593,089 | 4.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 532,936 | 4.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 578,286 | 4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 469,526 | 3.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 412,322 | 3.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 423,600 | 2.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 347,521 | 2.7M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 379,554 | 2.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 308,016 | 2.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 335,881 | 2.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 331,201 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 299,595 | 2.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 317,256 | 2.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 309,341 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 251,466 | 1.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 248,393 | 1.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 241,059 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 256,600 | 1.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 247,565 | 1.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 245,000 | 1.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 208,700 | 1.6M $ | 2.16 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 227,163 | 1.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 224,683 | 1.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 220,081 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Farm Balanced Fund Advisers Investment Trust | 219,400 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 218,027 | 1.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 199,248 | 1.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Parametric Equity Premium Income ETF Morgan Stanley ETF Trust | 193,758 | 1.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 190,456 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 153,400 | 1.2M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 166,886 | 1.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 162,105 | 1.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 146,836 | 1.1M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 152,380 | 1.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 149,352 | 1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 149,120 | 1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 140,000 | 973K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 138,050 | 959.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 134,599 | 936.8K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 133,395 | 927.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 129,944 | 904.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 114,646 | 878.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 125,185 | 870K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 112,964 | 865.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 124,219 | 864.6K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 120,384 | 836.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Kinetics Small Cap Opportunities Portfolio Kinetics Portfolios Trust | 120,000 | 834K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 117,565 | 817.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 112,121 | 780.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 109,686 | 762.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 97,416 | 746.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 105,482 | 733.1K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 103,200 | 717.2K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 102,416 | 711.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 100,424 | 699K $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 99,532 | 692.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 98,650 | 686.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 87,069 | 666.9K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 94,164 | 654.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 91,971 | 640.1K $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 83,016 | 635.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 89,154 | 619.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| AB US High Dividend ETF AB Active ETFs, Inc. | 79,863 | 611.8K $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 87,913 | 611K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 85,150 | 591.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 83,208 | 579.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 75,168 | 575.8K $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 82,437 | 573.8K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 81,364 | 565.5K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 78,570 | 546.8K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 77,335 | 537.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 75,834 | 527K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust | 63,732 | 442.9K $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 63,546 | 442.3K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 63,157 | 438.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 61,342 | 426.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 60,199 | 419K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 59,202 | 412K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 52,472 | 401.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 56,658 | 393.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 55,911 | 388.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 55,735 | 387.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 50,056 | 383.4K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 54,085 | 375.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 51,541 | 358.2K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Sound Equity Dividend Income ETF Tidal Trust I | 46,720 | 357.9K $ | 1.19 % | as of Feb 28, 2026 · Original filing |
| Income Equity Fund Northern Funds | 49,412 | 343.4K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 48,521 | 337.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 46,051 | 320.1K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 43,580 | 302.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 38,560 | 268.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 36,325 | 252.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 34,951 | 242.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 34,457 | 239.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 33,059 | 230.1K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 32,323 | 224.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 29,021 | 222.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 31,901 | 222K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 31,594 | 219.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 31,076 | 216.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 31,039 | 215.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 30,960 | 215.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 29,513 | 205.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 29,492 | 205.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 29,374 | 204.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 29,061 | 202K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 25,362 | 194.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 23,875 | 182.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 24,849 | 172.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 24,810 | 172.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 24,670 | 171.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 22,109 | 153.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 20,749 | 144.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Consumer Discretionary ETF Invesco Exchange-Traded Fund Trust II | 18,632 | 142.7K $ | 0.55 % | as of Feb 28, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 20,328 | 141.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 17,976 | 137.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 19,686 | 137K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 19,463 | 135.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 18,554 | 129K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 18,085 | 125.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 17,698 | 123.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 17,394 | 120.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 15,000 | 114.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 15,344 | 106.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 14,435 | 100.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 14,307 | 99.6K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 14,213 | 98.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 12,440 | 95.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 13,264 | 92.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,897 | 89.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 12,847 | 89.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 11,334 | 86.8K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 11,800 | 82K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 11,410 | 79.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| New Covenant Growth Fund NEW COVENANT FUNDS | 11,419 | 79.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 10,090 | 77.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 10,697 | 74.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 10,460 | 72.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 9,932 | 69.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 7,991 | 55.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 7,813 | 54.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 6,650 | 50.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series | 7,100 | 49.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 6,441 | 49.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 6,866 | 47.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,043 | 46.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 6,642 | 46.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 6,239 | 43.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 6,005 | 41.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| S&P SmallCap Index Fund SHELTON FUNDS | 5,370 | 41.1K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 5,828 | 40.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| GMO U.S. Small Cap Value Fund GMO TRUST | 4,979 | 38.1K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 5,411 | 37.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,418 | 37.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 5,407 | 37.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,995 | 34.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Applied Finance Valuation Large Cap ETF ETF Opportunities Trust | 4,801 | 33.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Growth Equity Index Fund GuideStone Funds | 4,747 | 33K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 4,398 | 30.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 4,343 | 30.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 4,219 | 29.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP SMALLCAP VALUE ProFunds | 3,979 | 27.7K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 3,924 | 27.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 3,857 | 26.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 3,839 | 26.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,722 | 25.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 3,698 | 25.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 3,617 | 25.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 3,558 | 24.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity Fund American Century ETF Trust | 3,218 | 24.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 3,540 | 24.6K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 3,100 | 21.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,992 | 20.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 2,929 | 20.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 2,880 | 20K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 2,488 | 19.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |