Funds holding Willis Lease Finance Corp
161 funds declare a position · 38 ETFs and 123 other funds · 194.2M $ · US9706461053
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 194,952 | 37.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 75,341 | 12.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 70,078 | 13.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 4 | iShares Russell 2000 ETF iShares Trust | 69,379 | 11.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 5 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 44,164 | 8.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 6 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 42,112 | 8.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 7 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 34,408 | 5.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 8 | First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 34,239 | 6.6M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 9 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 32,048 | 6.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 10 | Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 30,918 | 6M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| 11 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 27,717 | 5.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 12 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 25,567 | 5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 13 | iShares Russell 2000 Value ETF iShares Trust | 21,929 | 3.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 14 | Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 21,593 | 3.7M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 15 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 18,456 | 3.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 16 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 18,180 | 3.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 17 | First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 16,309 | 3.2M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| 18 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 16,132 | 3.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 19 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 15,101 | 3.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 20 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 15,086 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 21 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 13,927 | 2.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 22 | Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III | 12,743 | 2.5M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| 23 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,433 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 24 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 7,277 | 1.2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| 25 | iShares Micro-Cap ETF iShares Trust | 7,088 | 1.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 26 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,272 | 1.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 27 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 6,234 | 1.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 28 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,816 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 29 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 5,692 | 1.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 30 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 5,496 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 31 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 5,489 | 1.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 32 | PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 4,896 | 997.4K $ | 0.09 % | as of Feb 27, 2026 · Original filing |
| 33 | LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 4,850 | 941.6K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 34 | Master Small Cap Index Series Quantitative Master Series LLC | 4,781 | 814K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 35 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 4,549 | 926.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 36 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 4,474 | 911.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 37 | American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 4,200 | 815.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 38 | VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 3,536 | 720.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 39 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 3,524 | 684.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 40 | Small Cap Value Fund Northern Funds | 3,451 | 587.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 41 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 3,294 | 639.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 42 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,285 | 637.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 43 | First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,194 | 620.1K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 44 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 3,137 | 534.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 45 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 3,126 | 532.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 46 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 2,874 | 489.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 47 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,750 | 533.9K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 48 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,317 | 449.8K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 49 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 2,226 | 432.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 50 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 2,179 | 443.9K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 51 | iShares Russell 2000 Growth ETF iShares Trust | 2,079 | 354K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 52 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 1,977 | 383.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 53 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,866 | 380.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 54 | LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,848 | 314.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 55 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,800 | 306.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 56 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 1,586 | 307.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 57 | Small Cap Core Fund Northern Funds | 1,554 | 264.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 58 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,548 | 315.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 59 | Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,504 | 256.1K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| 60 | Small Cap Index Fund Northern Funds | 1,375 | 234.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 61 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 1,364 | 232.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 62 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 1,231 | 209.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 63 | Global X Russell 2000 ETF GLOBAL X FUNDS | 1,213 | 235.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 64 | iShares Russell 3000 ETF iShares Trust | 1,191 | 202.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 65 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 1,191 | 202.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 66 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 1,163 | 225.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 67 | EQ/Small Company Index Portfolio EQ Advisors Trust | 1,160 | 197.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 68 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,130 | 192.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 69 | Small Cap Index Fund VALIC Co I | 1,093 | 222.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 70 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 1,075 | 208.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 71 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,000 | 170.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 72 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 990 | 168.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 73 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 972 | 165.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 74 | AST Small-Cap Equity Portfolio Advanced Series Trust | 960 | 163.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 75 | Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 911 | 176.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 76 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 856 | 166.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 77 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 819 | 139.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 78 | Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 800 | 136.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 79 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 782 | 151.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 80 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 768 | 149.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 81 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 755 | 128.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 82 | Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 739 | 150.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 83 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 650 | 110.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 84 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 640 | 109K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 85 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 605 | 103K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 86 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 558 | 95K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 87 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 556 | 107.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 88 | Small Cap Index Trust John Hancock Variable Insurance Trust | 513 | 87.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 89 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 507 | 86.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 90 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 457 | 88.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 91 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 447 | 91.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 92 | Longview Advantage ETF RBB Fund Trust | 407 | 82.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 93 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 400 | 81.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 94 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 394 | 67.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 95 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 377 | 64.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 96 | iShares MSCI World Small-Cap ETF iShares Trust | 375 | 76.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 97 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 375 | 63.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 98 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 356 | 60.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 99 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 341 | 69.5K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 100 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 341 | 66.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
Institutional managers
118 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 530,903 | 90.4M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 214,442 | 36.5M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 197,820 | 33.7M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 166,311 | 28.3M $ | as of Mar 31, 2026 |
| RBF Capital, LLC | 107,711 | 18.3M $ | as of Mar 31, 2026 |
| Four Tree Island Advisory LLC | 105,421 | 17.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 76,311 | 13M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 66,593 | 11.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 53,508 | 9.1M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 49,274 | 8.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 48,239 | 8.2M $ | as of Mar 31, 2026 |
| Pekin Hardy Strauss, Inc. | 44,978 | 7.7M $ | as of Mar 31, 2026 |
| DENALI ADVISORS LLC | 40,952 | 7M $ | as of Mar 31, 2026 |
| Buckley Capital Advisors, LLC | 39,236 | 6.7M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 38,438 | 6.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 37,075 | 6.3M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 36,229 | 6.2M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 34,156 | 5.8M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 32,153 | 5.5M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 30,485 | 5.2M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 27,753 | 4.7M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24,960 | 4.2M $ | as of Mar 31, 2026 |
| Palisades Investment Partners, LLC | 22,339 | 3.8M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 22,172 | 3.8M $ | as of Mar 31, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | 20,205 | 3.4M $ | as of Mar 31, 2026 |