Funds holding Burke & Herbert Financial Services Corp
185 funds declare a position · 40 ETFs and 145 other funds · 186.7M $ · US12135Y1082
Funds report on different dates: each line carries its own.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 400,806 | 25M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 328,578 | 20.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 244,748 | 15.8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 147,178 | 9.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 134,585 | 8.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 116,053 | 7.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 100,983 | 6.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 81,619 | 5.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 69,737 | 4.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 66,964 | 4.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 64,342 | 4.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 47,320 | 3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 45,815 | 2.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 44,440 | 2.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 37,431 | 2.3M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 35,525 | 2.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 35,600 | 2.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 35,368 | 2.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 33,962 | 2.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 34,152 | 2.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 29,518 | 1.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 28,858 | 1.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 26,049 | 1.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 26,200 | 1.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 24,439 | 1.6M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 24,066 | 1.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 22,651 | 1.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 22,617 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Value Fund ROYCE FUND | 21,671 | 1.3M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 20,582 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 19,219 | 1.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 18,691 | 1.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 19,000 | 1.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 16,607 | 1.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 16,358 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 16,833 | 1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 15,979 | 1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 16,071 | 1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 13,564 | 874.1K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 13,837 | 861.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 13,385 | 833.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 11,897 | 741.1K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 11,709 | 729.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 10,553 | 678.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 10,496 | 653.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 10,381 | 646.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,998 | 644.3K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 9,667 | 602.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 9,320 | 580.5K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,320 | 580.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 8,913 | 574.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 9,216 | 574.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 8,900 | 573.5K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 8,630 | 555K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 8,898 | 554.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 8,604 | 553.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,716 | 542.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 8,327 | 535.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 8,141 | 524.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 7,934 | 511.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Barrons 400 ETF ALPS ETF TRUST | 7,916 | 510.1K $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 7,558 | 487K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,432 | 462.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 6,948 | 447.7K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,498 | 417.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,703 | 417.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 6,600 | 411.1K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 6,102 | 380.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 5,886 | 378.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 6,063 | 377.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 5,477 | 352.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 5,302 | 330.3K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 5,068 | 325.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 5,038 | 313.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,674 | 300.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,675 | 291.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 4,573 | 284.9K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 4,444 | 276.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,268 | 274.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,179 | 260.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 3,963 | 246.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,959 | 246.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 3,786 | 243.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,729 | 239.8K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,657 | 235.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 3,616 | 225.2K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,558 | 221.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 3,123 | 200.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 3,220 | 200.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 3,006 | 193.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 2,982 | 191.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,789 | 179.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 2,752 | 177K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,744 | 170.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,564 | 159.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 2,484 | 154.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,434 | 151.6K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 2,313 | 149K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 2,390 | 148.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 2,310 | 148.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 2,202 | 141.9K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 2,005 | 128.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 2,000 | 128.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,016 | 125.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 1,929 | 124.3K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,864 | 119.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,890 | 117.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,841 | 114.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| TETON Westwood Mighty Mites Fund Teton Westwood Funds | 1,800 | 112.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,731 | 107.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,721 | 107.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,611 | 103.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,608 | 100.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 1,517 | 97.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,491 | 95.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 1,485 | 92.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Longview Advantage ETF RBB Fund Trust | 1,307 | 84.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,265 | 81.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 1,201 | 77.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,204 | 75K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,153 | 71.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 1,149 | 71.6K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,129 | 70.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,087 | 69.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 1,096 | 68.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,047 | 65.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 965 | 62.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 988 | 61.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 937 | 60.4K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 956 | 59.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 933 | 58.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 895 | 55.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 836 | 53.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 833 | 53.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 851 | 53K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 812 | 52.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 771 | 49.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 750 | 48.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 708 | 44.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 704 | 43.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 640 | 39.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 588 | 37.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 585 | 37.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 580 | 37.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 571 | 35.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 516 | 33.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 497 | 32K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity Fund American Century ETF Trust | 477 | 30.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 464 | 28.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 438 | 28.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 443 | 27.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 424 | 26.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 402 | 25K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 369 | 23K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 346 | 22.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 344 | 22.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 324 | 20.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 314 | 19.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 283 | 18.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 280 | 17.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 277 | 17.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds | 254 | 16.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 250 | 15.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 239 | 14.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 226 | 14.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 210 | 13.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 198 | 12.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 197 | 12.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ULTRA SMALL CAP PROFUND ProFunds | 186 | 12K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 156 | 9.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 82 | 5.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 70 | 4.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 69 | 4.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 55 | 3.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| PROFUND VP ULTRA SMALL CAP ProFunds | 45 | 2.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 40 | 2.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 38 | 2.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP SMALL CAP ProFunds | 34 | 2.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 Fund Rydex Series Funds | 32 | 2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SMALL-CAP PROFUND ProFunds | 30 | 1.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 19 | 1.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| ProShares Hedge Replication ETF ProShares Trust | 14 | 902.2 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 7 | 450.2 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 4 | 257.8 $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 4 | 249.2 $ | 0.01 % | as of Mar 31, 2026 · Original filing |