Funds holding Balchem Corp
362 funds declare a position · 93 ETFs and 269 other funds · 2.6B $ · US0576652004
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 Small-Cap ETF iShares Trust | 1,944,931 | 329.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,014,265 | 171.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 797,073 | 135.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 738,490 | 125.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| CONESTOGA SMALL CAP FUND Conestoga Funds | 564,125 | 95.6M $ | 4.25 % | as of Mar 31, 2026 · Original filing |
| Wasatch Core Growth Fund WASATCH FUNDS TRUST | 562,463 | 95.3M $ | 3.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 412,762 | 70M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 401,230 | 68M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 361,749 | 61.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 300,652 | 54.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 324,406 | 52.4M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 293,316 | 49.7M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 268,266 | 45.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Congress Small Cap Growth Fund Professionally Managed Portfolios | 245,000 | 39.6M $ | 2.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 211,028 | 35.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds | 213,663 | 34.5M $ | 3.14 % | as of Apr 30, 2026 · Original filing |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | 193,752 | 32.8M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 167,759 | 30.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 177,413 | 30.1M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 162,741 | 29.5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 181,802 | 29.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 157,389 | 28.6M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| GMO Small Cap Quality Fund GMO TRUST | 155,504 | 28.2M $ | 4.10 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 164,856 | 27.9M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust | 170,392 | 27.5M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 169,507 | 27.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 146,242 | 23.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 129,626 | 22M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| CONESTOGA SMID CAP FUND Conestoga Funds | 122,520 | 20.8M $ | 4.17 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 121,860 | 20.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 111,021 | 20.1M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | 108,940 | 18.5M $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 108,624 | 18.4M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 100,792 | 17.1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MATERIALS INDEX FUND VANGUARD WORLD FUND | 93,692 | 17M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 104,760 | 16.9M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Select Materials Portfolio Fidelity Select Portfolios | 93,058 | 16.9M $ | 2.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 102,872 | 16.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 95,780 | 16.2M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 79,368 | 14.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 76,222 | 13.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 69,571 | 11.8M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 72,036 | 11.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 68,287 | 11.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC | 66,496 | 11.3M $ | 1.98 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 60,348 | 10.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 53,987 | 9.8M $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 51,550 | 9.4M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 53,382 | 9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 55,666 | 9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 52,130 | 8.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 48,065 | 8.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 50,109 | 8.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small Cap Core Fund AMG Funds | 49,196 | 8.3M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 51,259 | 8.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 49,200 | 8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 43,474 | 7.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 42,648 | 7.7M $ | 1.13 % | as of Feb 28, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 47,590 | 7.7M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 44,100 | 7.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 42,806 | 7.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 39,649 | 7.2M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 42,312 | 7.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust | 37,656 | 6.4M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 38,793 | 6.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. | 36,100 | 6.1M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 34,305 | 5.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 34,945 | 5.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 33,896 | 5.5M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 30,102 | 5.5M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 29,336 | 5.3M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 29,209 | 5.3M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 32,743 | 5.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 30,889 | 5M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 27,635 | 4.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Victory RS Small Cap Growth Fund Victory Portfolios | 27,620 | 4.7M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS | 26,200 | 4.4M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 26,610 | 4.3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 25,009 | 4.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 24,972 | 4.2M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 25,456 | 4.1M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions | 24,261 | 4.1M $ | 3.04 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 23,303 | 3.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 24,000 | 3.9M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 21,328 | 3.9M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 22,176 | 3.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 21,617 | 3.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 21,609 | 3.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 21,355 | 3.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 22,191 | 3.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Wasatch Ultra Growth Fund WASATCH FUNDS TRUST | 20,847 | 3.5M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 20,730 | 3.5M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 20,616 | 3.5M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 19,238 | 3.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II | 19,182 | 3.5M $ | 1.41 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 18,897 | 3.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 21,017 | 3.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 20,807 | 3.4M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Calvert Small/Mid-Cap Fund Calvert Management Series | 19,603 | 3.3M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio | 19,834 | 3.2M $ | 1.75 % | as of Apr 30, 2026 · Original filing |
| Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | 18,455 | 3.1M $ | 2.30 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 18,225 | 3.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 19,003 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 18,108 | 3.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 17,465 | 3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 18,267 | 3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 17,914 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 16,274 | 2.8M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| GMO Alternative Allocation Fund GMO TRUST | 15,137 | 2.7M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 16,892 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 14,689 | 2.7M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 16,139 | 2.6M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 15,266 | 2.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 15,226 | 2.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 15,705 | 2.5M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 15,400 | 2.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 15,372 | 2.5M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust | 14,391 | 2.4M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 13,226 | 2.4M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 12,960 | 2.4M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| AMG GW&K Small Cap Growth Fund AMG Funds IV | 14,530 | 2.3M $ | 1.13 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 12,746 | 2.3M $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 14,219 | 2.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 13,353 | 2.3M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 13,205 | 2.1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 12,543 | 2.1M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 12,090 | 2M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Materials Index ETF FIDELITY COVINGTON TRUST | 12,527 | 2M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| VIP Materials Portfolio Variable Insurance Products Fund IV | 11,600 | 2M $ | 2.03 % | as of Mar 31, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 12,159 | 2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 12,137 | 2M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Parametric Equity Premium Income ETF Morgan Stanley ETF Trust | 11,538 | 2M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 11,386 | 1.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 11,342 | 1.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 11,060 | 1.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 10,158 | 1.8M $ | 0.04 % | as of Feb 27, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 11,390 | 1.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 10,803 | 1.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 10,700 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Geneva SMID Cap Growth Fund Series Portfolios Trust | 9,983 | 1.8M $ | 3.97 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,968 | 1.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 10,379 | 1.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 10,797 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,711 | 1.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 9,457 | 1.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 10,279 | 1.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 10,157 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 9,608 | 1.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Victory RS Select Growth Fund Victory Portfolios | 9,350 | 1.6M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 9,551 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Materials Sector Fund JNL Series Trust | 9,064 | 1.5M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 9,045 | 1.5M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 9,000 | 1.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 8,898 | 1.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 9,313 | 1.5M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 8,970 | 1.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 8,546 | 1.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 8,429 | 1.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 8,249 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. | 8,243 | 1.4M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 8,227 | 1.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 7,518 | 1.4M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 8,025 | 1.4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 8,003 | 1.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 8,156 | 1.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 7,161 | 1.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 7,781 | 1.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 7,371 | 1.2M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST | 7,615 | 1.2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,576 | 1.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 7,410 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Alger Small Cap Growth Portfolio ALGER PORTFOLIOS | 6,949 | 1.2M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 6,859 | 1.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Materials ETF Invesco Exchange-Traded Fund Trust II | 6,210 | 1.1M $ | 5.97 % | as of Feb 28, 2026 · Original filing |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 6,415 | 1.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 6,391 | 1.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 6,280 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 5,944 | 1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 5,538 | 1M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 5,927 | 1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 5,856 | 992.5K $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 5,972 | 965.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| RBC SMID Cap Growth Fund RBC Funds Trust | 5,578 | 945.4K $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,510 | 933.8K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,282 | 895.2K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 5,262 | 891.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,888 | 886.8K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 4,824 | 875.2K $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,086 | 822K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VOYA SMALL COMPANY PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 4,806 | 814.5K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 5,014 | 810.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 4,708 | 797.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,696 | 795.9K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,600 | 779.6K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP GROWTH FUND Thrivent Mutual Funds | 4,752 | 768K $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 4,700 | 759.6K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Voya MI Dynamic Small Cap Fund Voya Equity Trust | 4,180 | 758.4K $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 4,173 | 757.1K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 4,441 | 752.7K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 4,391 | 744.2K $ | 0.09 % | as of Mar 31, 2026 · Original filing |