Funds holding American Assets Trust Inc
255 funds declare a position · 64 ETFs and 191 other funds · 443.9M $ · US0240131047
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 | 2,839,768 | 52.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 1,816,674 | 37.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,533,958 | 28.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,323,025 | 24.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,064,858 | 19.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 615,300 | 12.8M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 676,235 | 12.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 530,252 | 11M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 534,192 | 9.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 465,760 | 8.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 455,935 | 8.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 430,082 | 7.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 374,037 | 7.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 415,881 | 7.7M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Invesco KBW Premium Yield Equity REIT ETF Invesco Exchange-Traded Fund Trust II | 374,770 | 7.3M $ | 2.72 % | as of Feb 28, 2026 · Original filing |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 322,350 | 6.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 326,368 | 6.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 335,051 | 6.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 312,306 | 5.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust | 292,255 | 5.4M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 257,841 | 5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 253,353 | 4.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 217,529 | 4.5M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 226,878 | 4.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 226,859 | 4.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 203,640 | 4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 190,114 | 3.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 188,551 | 3.9M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| iShares Core U.S. REIT ETF iShares Trust | 167,945 | 3.5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI | 178,052 | 3.3M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Applied Finance Explorer Fund World Funds Trust | 156,119 | 3.2M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 161,347 | 3.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 160,304 | 3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| iShares Global REIT ETF iShares Trust | 137,049 | 2.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 128,400 | 2.7M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 136,800 | 2.5M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 113,599 | 2.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 110,100 | 2.3M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 108,961 | 2.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 122,737 | 2.3M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 112,708 | 2.2M $ | 0.05 % | as of Feb 27, 2026 · Original filing |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 104,851 | 2.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 103,884 | 2M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 103,125 | 2M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| Dimensional Global Real Estate ETF Dimensional ETF Trust | 90,011 | 1.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 84,483 | 1.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 88,094 | 1.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 86,116 | 1.7M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 85,206 | 1.7M $ | 2.25 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 87,945 | 1.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 85,553 | 1.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 75,425 | 1.5M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 75,171 | 1.5M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 77,379 | 1.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 67,318 | 1.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 74,323 | 1.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 69,975 | 1.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 73,454 | 1.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 64,875 | 1.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Small Cap Value Fund Northern Funds | 72,335 | 1.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Real Estate ETF Dimensional ETF Trust | 63,838 | 1.3M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 63,413 | 1.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 70,888 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 62,318 | 1.3M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 68,800 | 1.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 68,484 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 63,986 | 1.2M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 59,353 | 1.2M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 66,662 | 1.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 65,388 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 57,025 | 1.2M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 64,200 | 1.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Hoya Capital High Dividend Yield ETF ETF Series Solutions | 59,067 | 1.2M $ | 1.16 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 53,223 | 1.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 52,548 | 1.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 56,100 | 1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| FlexShares Global Quality Real Estate Index Fund FlexShares Trust | 48,909 | 1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 54,130 | 996.5K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 53,714 | 988.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Nuveen Real Asset Income Fund Nuveen Investment Funds, Inc. | 50,549 | 930.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 42,920 | 890.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 44,898 | 826.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| SGI Small Cap Core Fund RBB Fund, Inc. | 40,027 | 781.3K $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 37,214 | 771.8K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 40,702 | 749.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 38,163 | 744.9K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 36,700 | 716.4K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 36,240 | 667.2K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 36,087 | 664.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 31,780 | 659.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 35,673 | 656.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 35,470 | 653K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 35,020 | 644.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| AlphaCentric Real Income Fund MUTUAL FUND SERIES TRUST | 35,000 | 644.4K $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 34,129 | 628.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 32,332 | 595.2K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 30,465 | 594.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 31,601 | 581.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 29,700 | 546.8K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 25,823 | 535.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 27,413 | 535.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 27,594 | 508K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 25,439 | 496.6K $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 23,646 | 490.4K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 25,463 | 468.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 22,552 | 467.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 24,318 | 447.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 23,469 | 432.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 23,012 | 423.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 22,826 | 420.2K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust | 22,258 | 409.8K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 20,857 | 407.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Vert Global Sustainable Real Estate ETF Manager Directed Portfolios | 20,869 | 384.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 20,788 | 382.7K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 18,391 | 381.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 17,781 | 368.8K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 19,996 | 368.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 17,154 | 355.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 18,870 | 347.4K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 18,823 | 346.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 18,317 | 337.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 16,780 | 327.5K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 16,329 | 318.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 16,489 | 303.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust | 16,470 | 303.2K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Index Fund Northern Funds | 16,452 | 302.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 16,202 | 298.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 14,999 | 276.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 14,334 | 263.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 14,325 | 263.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 13,271 | 244.3K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 13,026 | 239.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 12,605 | 232.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ALPS REIT Dividend Dogs ETF ALPS ETF TRUST | 11,549 | 225.4K $ | 2.11 % | as of Feb 28, 2026 · Original filing |
| Invesco MSCI Sustainable Future ETF Invesco Exchange-Traded Fund Trust | 10,828 | 224.6K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 10,536 | 218.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 10,488 | 193.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 9,175 | 190.3K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | 10,195 | 187.7K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 9,600 | 187.4K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 9,856 | 181.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 9,496 | 174.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 8,134 | 168.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Developed Real Estate Index Fund BlackRock Funds | 7,838 | 162.6K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 8,063 | 157.4K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 7,417 | 153.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,791 | 152.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 8,020 | 147.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 7,927 | 145.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 7,238 | 141.3K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 7,228 | 133.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 6,151 | 127.6K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 6,795 | 125.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 6,660 | 122.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,718 | 118.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,242 | 114.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 6,186 | 113.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 5,418 | 112.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 5,727 | 111.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund | 6,012 | 110.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 5,603 | 103.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I | 5,544 | 102.1K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 5,527 | 101.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 5,501 | 101.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 5,418 | 99.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 4,927 | 90.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 4,346 | 90.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Wilmington Real Asset Fund Wilmington Funds | 4,266 | 88.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 4,232 | 87.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 4,585 | 84.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,112 | 80.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 4,346 | 80K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| GMO U.S. Small Cap Value Fund GMO TRUST | 4,094 | 79.9K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 4,324 | 79.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST | 4,156 | 76.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 3,888 | 75.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| PIMCO All Asset: Multi-Real Fund PIMCO Funds | 4,062 | 74.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 3,540 | 73.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 3,961 | 72.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,658 | 67.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VY Columbia Real Estate Portfolio Voya Investors Trust | 3,551 | 65.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 3,485 | 64.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,425 | 63.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 3,221 | 62.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 3,210 | 62.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST | 3,181 | 62.1K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 2,957 | 61.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 3,212 | 59.1K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 3,150 | 58K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 3,100 | 57.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 2,872 | 56.1K $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| NAA ALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 2,742 | 50.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VanEck Office and Commercial REIT ETF VanEck ETF Trust | 2,731 | 50.3K $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| First Trust Horizon Managed Volatility Small/Mid ETF First Trust Exchange-Traded Fund III | 2,338 | 48.5K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,254 | 44K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,097 | 43.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 2,304 | 42.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 2,168 | 42.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,100 | 41K $ | as of Feb 28, 2026 · Original filing | |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 2,200 | 40.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |