Titelia

Funds holding ZoomInfo Technologies Inc

261 funds declare a position · 82 ETFs and 179 other funds · 648.2M $ · US98980F1049

Funds report on different dates: each line carries its own. The 200 largest lines are shown.

FundSharesValueWeight
iShares Core S&P Small-Cap ETF iShares Trust 16,122,26796.4M $0.10 %as of Mar 31, 2026 · Original filing
Select Software and IT Services Portfolio Fidelity Select Portfolios 9,384,66958.3M $0.87 %as of Feb 28, 2026 · Original filing
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 7,301,98143.7M $0.00 %as of Mar 31, 2026 · Original filing
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 5,286,47531.6M $0.02 %as of Mar 31, 2026 · Original filing
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 3,990,73924.9M $0.13 %as of Apr 30, 2026 · Original filing
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 3,362,87320.1M $0.03 %as of Mar 31, 2026 · Original filing
VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS 3,212,66419.2M $0.08 %as of Mar 31, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 2,991,68517.9M $0.02 %as of Mar 31, 2026 · Original filing
First Trust Technology AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 2,701,00616.9M $1.14 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 2,424,83114.5M $0.10 %as of Mar 31, 2026 · Original filing
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,269,50714.2M $0.09 %as of Apr 30, 2026 · Original filing
Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust 2,163,85913.5M $0.39 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 1,906,53511.9M $0.09 %as of Apr 30, 2026 · Original filing
Fidelity Value Fund Fidelity Capital Trust 1,797,62211.2M $0.12 %as of Apr 30, 2026 · Original filing
Pacer US Large Cap Cash Cows Growth Leaders ETF Pacer Funds Trust 1,627,90910.2M $0.47 %as of Apr 30, 2026 · Original filing
Dimensional US Small Cap Value ETF Dimensional ETF Trust 1,549,5079.7M $0.13 %as of Apr 30, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 1,436,0648.9M $0.02 %as of Feb 28, 2026 · Original filing
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 1,333,6198.3M $0.04 %as of Feb 28, 2026 · Original filing
iShares S&P Small-Cap 600 Growth ETF iShares Trust 1,338,9258M $0.12 %as of Mar 31, 2026 · Original filing
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 1,229,6207.4M $0.08 %as of Mar 31, 2026 · Original filing
Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I 1,167,6007.3M $0.38 %as of Feb 28, 2026 · Original filing
JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust 1,133,5317.1M $0.10 %as of Apr 30, 2026 · Original filing
VANGUARD COMMUNICATION SERVICES INDEX FUND VANGUARD WORLD FUND 1,078,5466.7M $0.11 %as of Feb 28, 2026 · Original filing
iShares S&P Small-Cap 600 Value ETF iShares Trust 1,099,9806.6M $0.09 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 994,4666.2M $0.04 %as of Apr 30, 2026 · Original filing
iShares Russell Mid-Cap ETF iShares Trust 1,012,6136.1M $0.01 %as of Mar 31, 2026 · Original filing
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 960,8506M $0.01 %as of Apr 30, 2026 · Original filing
Bridge Builder Large Cap Value Fund Bridge Builder Trust 896,6755.4M $0.02 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 822,0174.9M $0.12 %as of Mar 31, 2026 · Original filing
VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II 722,9364.3M $0.88 %as of Mar 31, 2026 · Original filing
VIP Value Strategies Portfolio Variable Insurance Products Fund III 670,9004M $0.39 %as of Mar 31, 2026 · Original filing
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 615,9993.8M $0.04 %as of Feb 28, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 585,6413.7M $0.13 %as of Apr 30, 2026 · Original filing
iShares Russell 1000 Value ETF iShares Trust 607,4143.6M $0.01 %as of Mar 31, 2026 · Original filing
AQR Managed Futures Strategy Fund AQR Funds 591,3543.5M $0.12 %as of Mar 31, 2026 · Original filing
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 591,1223.5M $0.25 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 588,7753.5M $0.09 %as of Mar 31, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 515,8703.2M $0.00 %as of Feb 28, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 485,6573M $0.02 %as of Apr 30, 2026 · Original filing
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 464,3822.9M $0.24 %as of Apr 30, 2026 · Original filing
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 467,5582.8M $0.03 %as of Mar 31, 2026 · Original filing
CRM MID CAP VALUE FUND CRM Mutual Fund Trust 433,3482.7M $1.02 %as of Apr 30, 2026 · Original filing
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 427,1722.7M $0.11 %as of Apr 30, 2026 · Original filing
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 417,8812.6M $0.05 %as of Feb 28, 2026 · Original filing
JNL Small Cap Index Fund JNL Series Trust 417,9842.5M $0.10 %as of Mar 31, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 400,8562.5M $0.00 %as of Feb 28, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 382,9552.4M $0.03 %as of Apr 30, 2026 · Original filing
iShares Russell Mid-Cap Value ETF iShares Trust 381,4792.3M $0.02 %as of Mar 31, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 365,1122.2M $0.00 %as of Mar 31, 2026 · Original filing
iShares U.S. Technology ETF iShares Trust 349,0172.2M $0.01 %as of Apr 30, 2026 · Original filing
Baird Equity Opportunity Fund Baird Funds Inc 336,4862M $2.98 %as of Mar 31, 2026 · Original filing
AQR Managed Futures Strategy HV Fund AQR Funds 322,0461.9M $0.15 %as of Mar 31, 2026 · Original filing
VIP Value Portfolio Variable Insurance Products Fund 300,3001.8M $0.30 %as of Mar 31, 2026 · Original filing
Fidelity MSCI Communication Services Index ETF FIDELITY COVINGTON TRUST 280,3221.8M $0.10 %as of Apr 30, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 272,2861.7M $0.00 %as of Apr 30, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 270,9641.7M $0.07 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 252,9971.6M $0.01 %as of Apr 30, 2026 · Original filing
Optimum Small-Mid Cap Value Fund Optimum Fund Trust 244,7001.5M $0.20 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. SmallCap Fund WisdomTree Trust 240,1231.4M $0.23 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 227,8731.4M $0.00 %as of Apr 30, 2026 · Original filing
Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series 233,3071.4M $0.06 %as of Mar 31, 2026 · Original filing
TIFF MULTI-ASSET FUND TIFF Investment Program 231,4211.4M $0.10 %as of Mar 31, 2026 · Original filing
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 221,9961.4M $0.17 %as of Feb 28, 2026 · Original filing
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 229,2501.4M $0.10 %as of Mar 31, 2026 · Original filing
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 211,2531.3M $0.18 %as of Apr 30, 2026 · Original filing
SmallCap S&P 600 Index Fund Principal Funds, Inc 211,1761.3M $0.10 %as of Apr 30, 2026 · Original filing
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 211,0231.3M $0.00 %as of Apr 30, 2026 · Original filing
Mid Cap Index Fund VALIC Co I 210,7041.3M $0.05 %as of Feb 28, 2026 · Original filing
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 202,2601.3M $0.08 %as of Apr 30, 2026 · Original filing
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 202,1941.3M $0.05 %as of Feb 28, 2026 · Original filing
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 198,9981.2M $0.05 %as of Apr 30, 2026 · Original filing
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 195,2091.2M $0.01 %as of Feb 28, 2026 · Original filing
iShares Russell 1000 ETF iShares Trust 197,9671.2M $0.00 %as of Mar 31, 2026 · Original filing
Mercer US Small/Mid Cap Equity Fund Mercer Funds 191,7001.1M $0.07 %as of Mar 31, 2026 · Original filing
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 191,5961.1M $0.10 %as of Mar 31, 2026 · Original filing
Easterly Snow Long/Short Opportunity Fund James Alpha Funds Trust 182,8001.1M $1.04 %as of Feb 28, 2026 · Original filing
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 179,3201.1M $0.10 %as of Mar 31, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 163,0051M $0.00 %as of Feb 28, 2026 · Original filing
LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND 161,8001M $0.16 %as of Apr 30, 2026 · Original filing
Large Cap Index Master Portfolio Master Investment Portfolio 168,5041M $0.00 %as of Mar 31, 2026 · Original filing
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 159,700955K $0.03 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 153,367952.4K $0.01 %as of Feb 28, 2026 · Original filing
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 146,182913.6K $0.50 %as of Apr 30, 2026 · Original filing
VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 145,037900.7K $0.06 %as of Feb 28, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 142,044887.8K $0.00 %as of Apr 30, 2026 · Original filing
iShares Expanded Tech Sector ETF iShares Trust 141,101843.8K $0.01 %as of Mar 31, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 135,000843.8K $0.00 %as of Apr 30, 2026 · Original filing
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 132,497828.1K $0.10 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 125,613785.1K $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 128,314767.3K $0.00 %as of Mar 31, 2026 · Original filing
SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST 121,280753.1K $0.02 %as of Feb 28, 2026 · Original filing
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 114,860713.3K $0.03 %as of Feb 28, 2026 · Original filing
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 110,871692.9K $0.12 %as of Apr 30, 2026 · Original filing
Fidelity Cloud Computing ETF Fidelity Covington Trust 114,357683.9K $0.88 %as of Mar 31, 2026 · Original filing
Distillate Small/Mid Cash Flow ETF ETF Series Solutions 112,096670.3K $0.56 %as of Mar 31, 2026 · Original filing
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 105,697660.6K $0.01 %as of Apr 30, 2026 · Original filing
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 100,985631.2K $0.10 %as of Apr 30, 2026 · Original filing
AQR Multi-Asset Fund AQR Funds 104,799626.7K $0.03 %as of Mar 31, 2026 · Original filing
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 100,105625.7K $0.03 %as of Apr 30, 2026 · Original filing
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 99,528622.1K $0.07 %as of Apr 30, 2026 · Original filing
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 98,984618.7K $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 103,304617.8K $0.00 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 94,404590K $0.02 %as of Apr 30, 2026 · Original filing
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 94,847589K $0.04 %as of Feb 28, 2026 · Original filing
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 94,206585K $0.01 %as of Feb 28, 2026 · Original filing
iShares Russell 2500 ETF iShares Trust 96,374576.3K $0.02 %as of Mar 31, 2026 · Original filing
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 90,804567.5K $0.01 %as of Apr 30, 2026 · Original filing
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 94,089562.7K $0.10 %as of Mar 31, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 93,200557.3K $0.02 %as of Mar 31, 2026 · Original filing
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 89,599556.4K $0.01 %as of Feb 28, 2026 · Original filing
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 91,903549.6K $0.10 %as of Mar 31, 2026 · Original filing
VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS 85,365510.5K $0.12 %as of Mar 31, 2026 · Original filing
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 84,351504.4K $0.02 %as of Mar 31, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 83,670500.3K $0.00 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 74,149463.4K $0.00 %as of Apr 30, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 69,800436.3K $0.01 %as of Apr 30, 2026 · Original filing
Destinations Large Cap Equity Fund Brinker Capital Destinations Trust 67,314418K $0.01 %as of Feb 28, 2026 · Original filing
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 65,680392.8K $0.09 %as of Mar 31, 2026 · Original filing
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 62,900390.6K $0.04 %as of Feb 28, 2026 · Original filing
Fidelity Advisor Value Fund Fidelity Advisor Series I 62,490390.6K $0.10 %as of Apr 30, 2026 · Original filing
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 56,198349K $0.03 %as of Feb 28, 2026 · Original filing
iShares Morningstar Small-Cap Value ETF iShares Trust 53,483334.3K $0.05 %as of Apr 30, 2026 · Original filing
Small Cap Value Fund Northern Funds 54,617326.6K $0.05 %as of Mar 31, 2026 · Original filing
MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS 54,157323.9K $0.21 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 54,157323.9K $0.00 %as of Mar 31, 2026 · Original filing
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 50,512315.7K $0.02 %as of Apr 30, 2026 · Original filing
Systematic Value Fund VALIC Co I 50,516313.7K $0.06 %as of Feb 28, 2026 · Original filing
iShares Russell Mid-Cap Index Fund BlackRock Funds 49,506309.4K $0.01 %as of Apr 30, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 51,558308.3K $0.04 %as of Mar 31, 2026 · Original filing
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 49,186307.4K $0.01 %as of Apr 30, 2026 · Original filing
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 48,078298.6K $0.04 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 45,909285.1K $0.00 %as of Feb 28, 2026 · Original filing
CRM ALL CAP VALUE FUND CRM Mutual Fund Trust 45,322283.3K $1.44 %as of Apr 30, 2026 · Original filing
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 46,925280.6K $0.03 %as of Mar 31, 2026 · Original filing
iShares ESG MSCI KLD 400 ETF iShares Trust 44,268276.7K $0.01 %as of Apr 30, 2026 · Original filing
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 45,542272.3K $0.00 %as of Mar 31, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 42,796267.5K $0.02 %as of Apr 30, 2026 · Original filing
NVIT J.P. Morgan Digital Evolution Strategy Fund Nationwide Variable Insurance Trust 44,156264.1K $0.67 %as of Mar 31, 2026 · Original filing
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 44,070263.5K $0.02 %as of Mar 31, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 42,400263.3K $0.02 %as of Feb 28, 2026 · Original filing
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 40,926255.8K $0.06 %as of Apr 30, 2026 · Original filing
Timothy Plan US Small Cap Core ETF Timothy Plan 40,463242K $0.08 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 37,938237.1K $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 38,132236.8K $0.00 %as of Feb 28, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 38,513230.3K $0.01 %as of Mar 31, 2026 · Original filing
LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND 36,600228.8K $0.15 %as of Apr 30, 2026 · Original filing
M Large Cap Growth Fund M FUND INC 37,585224.8K $0.08 %as of Mar 31, 2026 · Original filing
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 36,142224.4K $0.06 %as of Feb 28, 2026 · Original filing
Alger Russell Innovation ETF Alger ETF Trust 35,748213.8K $1.99 %as of Mar 31, 2026 · Original filing
Columbia Research Enhanced Core ETF Columbia ETF Trust I 30,287189.3K $0.00 %as of Apr 30, 2026 · Original filing
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 30,745183.9K $0.10 %as of Mar 31, 2026 · Original filing
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 28,712171.7K $0.05 %as of Mar 31, 2026 · Original filing
Victory Extended Market Index Fund Victory Portfolios III 27,397171.2K $0.02 %as of Apr 30, 2026 · Original filing
Federated Hermes MDT Large Cap Growth ETF Federated Hermes ETF Trust 27,569171.2K $0.04 %as of Feb 28, 2026 · Original filing
LSV Global Value Fund ADVISORS' INNER CIRCLE FUND 26,800167.5K $0.16 %as of Apr 30, 2026 · Original filing
AQR Trend Total Return Fund AQR Funds 26,840160.5K $0.08 %as of Mar 31, 2026 · Original filing
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 25,202156.5K $0.03 %as of Feb 28, 2026 · Original filing
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 22,876142.1K $0.11 %as of Feb 28, 2026 · Original filing
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 22,597141.2K $0.10 %as of Apr 30, 2026 · Original filing
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 22,500139.7K $0.07 %as of Feb 28, 2026 · Original filing
iShares MSCI World Small-Cap ETF iShares Trust 22,125137.4K $0.02 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 21,785135.3K $0.00 %as of Feb 28, 2026 · Original filing
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 22,399133.9K $0.01 %as of Mar 31, 2026 · Original filing
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 21,157126.5K $0.07 %as of Mar 31, 2026 · Original filing
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 21,146126.5K $0.03 %as of Mar 31, 2026 · Original filing
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 19,867123.4K $0.17 %as of Feb 28, 2026 · Original filing
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 18,667111.6K $0.01 %as of Mar 31, 2026 · Original filing
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 18,250109.1K $0.02 %as of Mar 31, 2026 · Original filing
Transamerica Large Core ESG TRANSAMERICA FUNDS 17,074106.7K $0.06 %as of Apr 30, 2026 · Original filing
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 16,51898.8K $0.20 %as of Mar 31, 2026 · Original filing
iShares Total U.S. Stock Market Index Fund BlackRock Funds 15,20995.1K $0.00 %as of Apr 30, 2026 · Original filing
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 15,89295K $0.00 %as of Mar 31, 2026 · Original filing
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 15,04894.1K $0.05 %as of Apr 30, 2026 · Original filing
Dimensional US Vector Equity ETF Dimensional ETF Trust 13,57584.8K $0.02 %as of Apr 30, 2026 · Original filing
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 13,78282.4K $0.00 %as of Mar 31, 2026 · Original filing
Pacer US Small Cap Cash Cows Growth Leaders ETF Pacer Funds Trust 13,03781.5K $0.36 %as of Apr 30, 2026 · Original filing
Federated Hermes MDT Balanced Fund Federated Hermes MDT Series 12,92280.8K $0.03 %as of Apr 30, 2026 · Original filing
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 12,95277.5K $0.01 %as of Mar 31, 2026 · Original filing
PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds 12,30076.9K $0.00 %as of Apr 30, 2026 · Original filing
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 12,81476.6K $0.03 %as of Mar 31, 2026 · Original filing
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 11,84473.6K $0.01 %as of Feb 28, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 11,65772.9K $0.00 %as of Apr 30, 2026 · Original filing
Federated Hermes MDT Market Neutral ETF Federated Hermes ETF Trust 11,73870.2K $0.09 %as of Mar 31, 2026 · Original filing
Clearwater Select Equity Fund Clearwater Investment Trust 11,60069.4K $0.02 %as of Mar 31, 2026 · Original filing
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 11,14169.2K $0.00 %as of Feb 28, 2026 · Original filing
iShares Morningstar Small-Cap ETF iShares Trust 11,00068.8K $0.03 %as of Apr 30, 2026 · Original filing
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 9,91261.6K $0.02 %as of Feb 28, 2026 · Original filing
JNL/DFA U.S. Core Equity Fund JNL Series Trust 10,11560.5K $0.00 %as of Mar 31, 2026 · Original filing
Multimanager Technology Portfolio EQ Advisors Trust 10,03860K $0.00 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,79058.5K $0.01 %as of Mar 31, 2026 · Original filing
BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust 9,30758.2K $0.07 %as of Apr 30, 2026 · Original filing
ProShares Ultra MidCap400 ProShares Trust 9,14456.8K $0.04 %as of Feb 28, 2026 · Original filing
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 9,34655.9K $0.01 %as of Mar 31, 2026 · Original filing
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,80054.6K $0.00 %as of Feb 28, 2026 · Original filing
Global X U.S. Cash Flow Kings 100 ETF GLOBAL X FUNDS 8,73854.3K $0.19 %as of Feb 28, 2026 · Original filing
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 8,27451.7K $0.00 %as of Apr 30, 2026 · Original filing
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 8,46550.6K $0.01 %as of Mar 31, 2026 · Original filing
Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust 7,42946.4K $0.08 %as of Apr 30, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,63145.6K $0.00 %as of Mar 31, 2026 · Original filing
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 7,61645.5K $0.00 %as of Mar 31, 2026 · Original filing