Funds holding Beacon Financial Corp
248 funds declare a position · 62 ETFs and 186 other funds · 1.1B $ · US0846801076
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 | 4,979,548 | 149.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS | 3,330,642 | 99.9M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,685,697 | 80.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 2,024,345 | 60.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,934,956 | 58M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,230,624 | 36.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,150,556 | 32.8M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 1,038,216 | 31.1M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 933,392 | 28M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 825,042 | 23.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 762,250 | 22.9M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 757,726 | 22.7M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 716,682 | 21.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 717,050 | 21.3M $ | 0.78 % | as of Feb 28, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 656,769 | 19.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 637,553 | 18.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 608,553 | 18.1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 546,413 | 15.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 498,512 | 15M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 446,117 | 13.4M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 467,150 | 13.3M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 438,940 | 13.2M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 438,947 | 13.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 413,010 | 12.3M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 409,068 | 12.2M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 341,898 | 10.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 348,087 | 9.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 338,488 | 9.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 324,603 | 9.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 287,708 | 8.6M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 273,539 | 8.1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 275,572 | 7.9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 264,227 | 7.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 199,000 | 6M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 204,536 | 5.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 184,578 | 5.5M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 182,964 | 5.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| RMB Mendon Financial Services Fund RMB Investors Trust | 170,000 | 5.1M $ | 2.24 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 155,975 | 4.6M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 155,236 | 4.6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Royce Small-Cap Fund ROYCE FUND | 152,706 | 4.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 145,244 | 4.3M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 140,674 | 4.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 134,741 | 4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 133,561 | 4M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 138,228 | 3.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 129,988 | 3.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 128,317 | 3.8M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 134,082 | 3.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 131,626 | 3.8M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 124,172 | 3.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 123,637 | 3.7M $ | 1.15 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 123,477 | 3.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 115,088 | 3.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 110,513 | 3.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Hennessy Small Cap Financial Fund Hennessy Funds Trust | 112,000 | 3.2M $ | 4.42 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 103,226 | 3.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 97,108 | 2.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 100,365 | 2.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 87,400 | 2.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 88,668 | 2.5M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 87,320 | 2.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 81,850 | 2.5M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 74,048 | 2.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 75,679 | 2.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 71,289 | 2.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 73,132 | 2.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 72,100 | 2.1M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 63,300 | 1.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 65,882 | 1.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 60,776 | 1.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 61,304 | 1.8M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 60,261 | 1.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 57,247 | 1.7M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 56,547 | 1.7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 55,945 | 1.7M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 54,587 | 1.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 57,045 | 1.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 57,031 | 1.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 48,283 | 1.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 47,499 | 1.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Value Fund ROYCE FUND | 47,344 | 1.4M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 48,897 | 1.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 47,821 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 46,076 | 1.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 43,267 | 1.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 43,929 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 41,284 | 1.2M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 40,630 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 42,440 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 41,583 | 1.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 38,993 | 1.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 38,933 | 1.2M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III | 36,686 | 1.1M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 37,688 | 1.1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 36,059 | 1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 31,196 | 927.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 30,471 | 906.2K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 31,469 | 897.8K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 31,419 | 896.4K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Voya MI Dynamic Small Cap Fund Voya Equity Trust | 29,914 | 889.6K $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 29,354 | 880.6K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 28,885 | 866.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 28,672 | 860.2K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 28,756 | 855.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 29,369 | 837.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 27,779 | 833.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 26,369 | 791.1K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small Cap Value TRANSAMERICA FUNDS | 27,150 | 774.6K $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 25,656 | 769.7K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 25,548 | 766.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| iShares US Small Cap Value Factor ETF iShares Trust | 24,257 | 727.7K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | 24,255 | 727.7K $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 23,268 | 698K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 22,906 | 687.2K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 23,153 | 660.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 23,077 | 658.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 21,225 | 636.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 20,186 | 600.3K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 19,886 | 596.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 20,791 | 593.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 19,273 | 573.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 19,858 | 566.5K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 17,583 | 522.9K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 16,443 | 493.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 16,321 | 489.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 16,189 | 485.7K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 17,020 | 485.6K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 16,076 | 482.3K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 15,970 | 479.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 15,298 | 458.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 14,863 | 445.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 15,092 | 430.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 14,325 | 429.8K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 13,104 | 389.7K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 13,068 | 388.6K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 12,481 | 374.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 12,378 | 368.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 12,885 | 367.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 12,068 | 362K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III | 11,980 | 359.4K $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 12,592 | 359.2K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 12,515 | 357.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 11,684 | 350.5K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 11,514 | 345.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 11,086 | 332.6K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 10,077 | 302.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 10,051 | 301.5K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,405 | 296.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 9,755 | 292.7K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 9,592 | 287.8K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 9,295 | 278.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 9,691 | 276.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 9,461 | 269.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,884 | 266.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 8,990 | 256.5K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Clearwater Select Equity Fund Clearwater Investment Trust | 8,000 | 240K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 7,184 | 215.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 7,000 | 210K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 6,966 | 209K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 6,967 | 207.2K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,914 | 205.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 6,644 | 197.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,537 | 196.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 6,357 | 190.7K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 6,345 | 190.4K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 6,650 | 189.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 6,370 | 189.4K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 6,309 | 189.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 6,523 | 186.1K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 5,705 | 171.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | 5,660 | 169.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 5,527 | 165.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 5,576 | 159.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,245 | 157.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 5,241 | 157.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 5,163 | 153.5K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,116 | 153.5K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 5,148 | 153.1K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II | 5,103 | 151.8K $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 5,222 | 149K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 4,764 | 142.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,949 | 118.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 3,610 | 108.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 3,615 | 107.5K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Eventide Small Cap ETF Strategy Shares | 3,648 | 104.1K $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 3,453 | 103.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 3,606 | 102.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 3,355 | 100.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 3,383 | 100.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 3,295 | 94K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 3,281 | 93.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity Fund American Century ETF Trust | 3,080 | 91.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| S&P SmallCap Index Fund SHELTON FUNDS | 3,072 | 91.4K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 3,034 | 91K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 2,656 | 79.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 2,610 | 78.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 2,478 | 73.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,388 | 71K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 2,459 | 70.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |