Funds holding WSFS Financial Corp
332 funds declare a position · 84 ETFs and 248 other funds · 1.9B $ · US9293281021
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 | 3,209,608 | 210.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,679,858 | 110M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Franklin Small Cap Value Fund Franklin Value Investors Trust | 1,395,184 | 100.4M $ | 2.46 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,311,866 | 85.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,231,129 | 80.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 1,035,590 | 65.8M $ | 1.15 % | as of Feb 27, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 784,224 | 51.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 711,916 | 51.2M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 594,989 | 38.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 527,456 | 38M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 586,434 | 37.2M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 507,599 | 33.2M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 461,271 | 33.2M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 483,371 | 31.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 462,274 | 30.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 460,741 | 30.2M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 414,410 | 29.8M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust | 439,933 | 28.8M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 414,181 | 27.1M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 372,600 | 24.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 329,604 | 23.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds | 333,777 | 21.8M $ | 2.03 % | as of Mar 31, 2026 · Original filing |
| Regional Bank Fund John Hancock Investment Trust II | 287,522 | 20.7M $ | 2.37 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 279,842 | 20.1M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) | 285,944 | 18.7M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 256,737 | 18.5M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 286,811 | 18.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 277,405 | 17.6M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 265,332 | 16.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 240,491 | 15.7M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 239,054 | 15.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 228,292 | 14.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 202,245 | 14.6M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 203,798 | 13.3M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust | 182,580 | 13.1M $ | 1.80 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 187,252 | 11.9M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Vaughan Nelson Small Cap Fund Natixis Funds Trust I | 175,870 | 11.5M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| abrdn U.S. Small Cap Equity Fund abrdn Funds | 145,347 | 10.5M $ | 2.79 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 152,107 | 10M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 151,699 | 9.9M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 149,301 | 9.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 151,084 | 9.6M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Value Series LORD ABBETT RESEARCH FUND INC | 140,056 | 8.9M $ | 2.33 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 130,565 | 8.5M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 117,770 | 8.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 117,045 | 8.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | 127,933 | 8.4M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 115,272 | 8.3M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 109,150 | 7.9M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST | 102,657 | 7.4M $ | 2.50 % | as of Apr 30, 2026 · Original filing |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 108,952 | 7.1M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 97,098 | 7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 105,332 | 6.9M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 95,700 | 6.9M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 104,560 | 6.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 99,937 | 6.3M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| AB Small Cap Value Portfolio AB CAP FUND, INC. | 94,636 | 6M $ | 1.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 93,577 | 5.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 86,844 | 5.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust | 84,593 | 5.5M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 76,839 | 5.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 87,030 | 5.5M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 83,096 | 5.4M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 82,302 | 5.4M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 79,125 | 5.2M $ | 1.99 % | as of Mar 31, 2026 · Original filing |
| Clearwater Select Equity Fund Clearwater Investment Trust | 78,693 | 5.2M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 80,989 | 5.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 70,400 | 5.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 76,894 | 5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 68,255 | 4.9M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Portfolio Bernstein Fund Inc | 71,210 | 4.7M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 64,289 | 4.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 68,472 | 4.5M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS | 66,081 | 4.3M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 65,951 | 4.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 63,570 | 4.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 60,512 | 4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nomura Smid Cap Core Fund IVY FUNDS | 58,756 | 3.8M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 53,263 | 3.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 56,255 | 3.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 54,896 | 3.6M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 56,526 | 3.6M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 54,200 | 3.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| NYLI WMC Small Companies Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 48,469 | 3.5M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 47,875 | 3.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 46,660 | 3.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 50,931 | 3.3M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 46,228 | 3.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 44,868 | 3.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 48,418 | 3.2M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 43,351 | 3.1M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 47,540 | 3.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 48,588 | 3.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 46,807 | 3.1M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 46,482 | 3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 41,981 | 3M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 45,560 | 3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Fund Bridgeway Funds, Inc. | 42,059 | 2.8M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 37,928 | 2.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 37,812 | 2.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 41,151 | 2.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 42,090 | 2.7M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 41,280 | 2.6M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 36,100 | 2.6M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 36,031 | 2.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 38,397 | 2.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 35,650 | 2.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Pzena Small Cap Value Fund Advisors Series Trust | 36,484 | 2.3M $ | 2.44 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 35,336 | 2.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 31,817 | 2.3M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 31,394 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 33,250 | 2.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 29,269 | 2.1M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | 32,040 | 2.1M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 32,025 | 2.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 32,345 | 2.1M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 32,274 | 2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 32,193 | 2M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 27,493 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 30,043 | 2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 29,835 | 2M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 29,515 | 1.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 26,616 | 1.9M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 30,127 | 1.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds | 26,264 | 1.7M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 26,178 | 1.7M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 26,859 | 1.7M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 23,435 | 1.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 26,217 | 1.7M $ | 0.69 % | as of Feb 28, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 23,110 | 1.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 24,964 | 1.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 24,112 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 24,048 | 1.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 23,784 | 1.6M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 23,700 | 1.6M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 20,536 | 1.5M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 20,053 | 1.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 22,141 | 1.4M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 21,670 | 1.4M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 21,628 | 1.4M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 18,856 | 1.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 20,606 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 21,122 | 1.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 20,810 | 1.3M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 19,906 | 1.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 19,277 | 1.3M $ | 1.73 % | as of Mar 31, 2026 · Original filing |
| Cromwell Greenspring Mid Cap Fund Total Fund Solution | 19,242 | 1.3M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 19,101 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 18,824 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 18,705 | 1.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 18,276 | 1.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 16,080 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 17,164 | 1.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 15,516 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 16,885 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 17,375 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 16,379 | 1.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 14,824 | 1.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 16,183 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II | 16,068 | 1.1M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 15,804 | 1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 15,713 | 1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,092 | 1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 15,875 | 1M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 14,860 | 972.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 14,708 | 962.8K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 14,007 | 916.9K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 11,800 | 849.2K $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 11,639 | 837.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 12,575 | 823.2K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Nomura VIP Opportunity Series Delaware VIP Trust | 12,415 | 812.7K $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 12,189 | 797.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,065 | 789.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Small Company Value Trust John Hancock Variable Insurance Trust | 11,978 | 784.1K $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 12,219 | 776K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 10,692 | 699.9K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 10,643 | 696.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 10,609 | 694.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 10,803 | 686.1K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 10,414 | 681.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund Northern Funds | 10,357 | 678K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 10,313 | 675.1K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,060 | 652K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 10,150 | 644.6K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 9,607 | 628.9K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 9,569 | 626.4K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 8,359 | 601.6K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 8,084 | 581.8K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 8,014 | 576.8K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 9,048 | 574.6K $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,518 | 557.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 8,352 | 546.7K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,312 | 527.9K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 7,977 | 522.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 7,839 | 513.1K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 7,709 | 504.6K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 7,600 | 497.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 7,485 | 490K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 7,620 | 483.9K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,637 | 477.7K $ | 0.26 % | as of Apr 30, 2026 · Original filing |