Funds holding Wintrust Financial Corp
480 funds declare a position · 112 ETFs and 368 other funds · 4.8B $ · US97650W1080
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 2,217,435 | 308.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,125,823 | 295.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,551,138 | 215.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 1,334,466 | 185.4M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 1,204,130 | 181.3M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| First Trust RBA American Industrial Renaissance ETF First Trust Exchange-Traded Fund VI | 1,022,591 | 142.1M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 987,742 | 137.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 775,862 | 116.8M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 774,456 | 116.6M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 747,151 | 103.8M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 681,841 | 94.7M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 647,708 | 90M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 616,340 | 88.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 621,208 | 86.3M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 472,568 | 71.2M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 375,987 | 56.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 400,910 | 55.7M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 349,973 | 50.4M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Value Fund Fidelity Securities Fund | 317,729 | 47.8M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 340,240 | 47.3M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 324,974 | 46.8M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Victory Sycamore Small Company Opportunity Fund Victory Portfolios | 335,000 | 46.5M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 327,961 | 45.6M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 327,149 | 45.5M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 299,866 | 45.2M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds | 296,416 | 44.6M $ | 1.53 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 285,825 | 43M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 272,984 | 41.1M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 260,496 | 39.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Small-MidCap Dividend Income Fund Principal Funds, Inc | 265,358 | 38.2M $ | 2.21 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Mid Cap Value Fund JANUS INVESTMENT FUND | 270,342 | 37.6M $ | 1.92 % | as of Mar 31, 2026 · Original filing |
| Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) | 267,300 | 37.1M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) | 265,912 | 36.9M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 244,470 | 36.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 262,639 | 36.5M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 252,412 | 35.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Select Fund Legg Mason Partners Investment Trust | 230,900 | 34.8M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 240,500 | 34.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Harbor Small Cap Growth Fund HARBOR FUNDS | 200,655 | 30.2M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 194,204 | 29.2M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 188,334 | 28.4M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| SmallCap Fund Principal Funds, Inc | 184,200 | 27.7M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND | 198,308 | 27.6M $ | 2.37 % | as of Mar 31, 2026 · Original filing |
| PSF PGIM Jennison Blend Portfolio Prudential Series Fund | 192,125 | 26.7M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 180,755 | 26M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust | 163,217 | 24.6M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| Principal Capital Appreciation Fund Principal Funds, Inc | 159,777 | 24.1M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| AB Discovery Value Fund AB TRUST | 158,534 | 22.8M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 143,126 | 21.6M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 152,152 | 21.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 132,420 | 19.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 141,600 | 19.7M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 140,637 | 19.5M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 126,161 | 19M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 128,680 | 18.5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST | 122,099 | 18.4M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 120,800 | 18.2M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 126,225 | 18.2M $ | 0.78 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 120,636 | 18.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 125,493 | 18.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 125,009 | 18M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 128,410 | 17.8M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 113,340 | 17.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 120,192 | 16.7M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 111,883 | 16.1M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 101,945 | 14.7M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 103,252 | 14.3M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 99,337 | 14.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 97,088 | 13.5M $ | 1.52 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 88,884 | 13.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Opus Small Cap Value ETF ETF Series Solutions | 88,233 | 13.3M $ | 1.95 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 95,267 | 13.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 94,643 | 13.1M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 85,619 | 12.9M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| Reinhart Genesis PMV Fund Managed Portfolio Series | 87,187 | 12.6M $ | 2.07 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 90,057 | 12.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 85,965 | 11.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 82,467 | 11.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Vaughan Nelson Small Cap Fund Natixis Funds Trust I | 82,765 | 11.5M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust | 74,561 | 11.2M $ | 1.53 % | as of Apr 30, 2026 · Original filing |
| abrdn U.S. Small Cap Equity Fund abrdn Funds | 70,576 | 10.6M $ | 2.84 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 66,948 | 10.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 69,533 | 10M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Regional Banks ETF iShares Trust | 70,929 | 9.9M $ | 1.73 % | as of Mar 31, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 62,853 | 9.5M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 67,580 | 9.4M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 67,155 | 9.3M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 63,849 | 9.2M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 64,292 | 8.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small/Mid Cap Core Fund AMG Funds | 64,073 | 8.9M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 58,321 | 8.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Select Banking Portfolio Fidelity Select Portfolios | 60,300 | 8.7M $ | 1.92 % | as of Feb 28, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 59,400 | 8.6M $ | 0.87 % | as of Feb 28, 2026 · Original filing |
| MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS | 61,072 | 8.5M $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 54,165 | 8.2M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 53,279 | 8M $ | 1.65 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 55,172 | 7.9M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 57,055 | 7.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 52,416 | 7.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 56,700 | 7.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Series LORD ABBETT RESEARCH FUND INC | 54,153 | 7.8M $ | 2.04 % | as of Feb 28, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 54,898 | 7.6M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 54,693 | 7.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 54,235 | 7.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 49,827 | 7.5M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 51,532 | 7.4M $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 51,145 | 7.4M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| Neuberger Small Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 49,557 | 7.1M $ | 1.47 % | as of Feb 28, 2026 · Original filing |
| MOA SMALL CAP VALUE FUND MoA Funds Corp | 51,357 | 7.1M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 49,384 | 7.1M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| Mairs & Power Small Cap Fund Trust for Professional Managers | 50,119 | 7M $ | 3.05 % | as of Mar 31, 2026 · Original filing |
| Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. | 49,753 | 6.9M $ | 2.63 % | as of Mar 31, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 45,883 | 6.9M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 45,743 | 6.9M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 47,068 | 6.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity OTC Portfolio Fidelity Securities Fund | 43,412 | 6.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust | 45,653 | 6.3M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 43,419 | 6.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 44,512 | 6.2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 40,100 | 6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 43,380 | 6M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Sterling Capital Small Cap Value Fund Sterling Capital Funds | 43,350 | 6M $ | 3.45 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 38,910 | 5.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 42,036 | 5.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 41,610 | 5.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 39,091 | 5.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 38,285 | 5.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 38,273 | 5.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 36,397 | 5.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 39,043 | 5.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 35,966 | 5.4M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 37,870 | 5.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 34,826 | 5.2M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 34,517 | 5.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 34,247 | 5.2M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 33,484 | 5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust | 35,200 | 4.9M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 33,438 | 4.8M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 33,142 | 4.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 31,374 | 4.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 30,020 | 4.5M $ | 1.59 % | as of Apr 30, 2026 · Original filing |
| Victory RS Small Cap Growth Fund Victory Portfolios | 32,490 | 4.5M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 32,373 | 4.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 31,947 | 4.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 31,149 | 4.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 31,053 | 4.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST | 28,400 | 4.3M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 30,483 | 4.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| NYLI Fiera SMID Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 27,490 | 4.1M $ | 1.78 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 27,102 | 4.1M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. | 26,907 | 4.1M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 26,846 | 4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 27,923 | 3.9M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 25,621 | 3.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 25,601 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 25,571 | 3.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,349 | 3.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Thrivent Small Cap Value ETF Thrivent ETF Trust | 25,975 | 3.6M $ | 2.30 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 23,524 | 3.5M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Portfolio Bernstein Fund Inc | 25,440 | 3.5M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 25,248 | 3.5M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 23,104 | 3.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 24,040 | 3.5M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust | 24,915 | 3.5M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 24,839 | 3.5M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| FundX Future Fund Opportunities ETF FundX Investment Trust | 24,800 | 3.4M $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 24,643 | 3.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 24,632 | 3.4M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| Harbor Mid Cap Fund HARBOR FUNDS | 22,425 | 3.4M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 23,790 | 3.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 23,717 | 3.3M $ | 4.53 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 23,476 | 3.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 23,212 | 3.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 23,107 | 3.2M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 22,014 | 3.2M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 21,034 | 3.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 22,730 | 3.2M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| NICHOLAS PARTNERS SMALL CAP GROWTH FUND ADVISORS' INNER CIRCLE III | 22,512 | 3.1M $ | 2.09 % | as of Mar 31, 2026 · Original filing |
| Carillon Chartwell Small Cap Fund Carillon Series Trust | 22,509 | 3.1M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 20,595 | 3.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 20,252 | 3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 21,933 | 3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust | 21,907 | 3M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 19,598 | 3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes SDG Engagement Equity Fund Federated Hermes Adviser Series | 19,217 | 2.9M $ | 3.25 % | as of Apr 30, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 20,326 | 2.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 20,044 | 2.8M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| Thrivent Mid Cap Value ETF Thrivent ETF Trust | 19,669 | 2.7M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 19,598 | 2.7M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 18,895 | 2.7M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Hennessy Small Cap Financial Fund Hennessy Funds Trust | 18,000 | 2.7M $ | 3.75 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 17,543 | 2.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Timothy Plan Aggressive Growth Fund TIMOTHY PLAN | 18,974 | 2.6M $ | 2.26 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 18,908 | 2.6M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 18,222 | 2.6M $ | 0.24 % | as of Feb 27, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 17,574 | 2.5M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| EQ/Goldman Sachs Mid Cap Value Portfolio EQ Advisors Trust | 18,074 | 2.5M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 17,700 | 2.5M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 17,404 | 2.4M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 17,318 | 2.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |