Funds holding CarMax Inc
322 funds declare a position · 96 ETFs and 226 other funds · 2.4B $ · US1431301027
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 | 8,515,996 | 354.1M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,509,817 | 187.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,269,584 | 135.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Enterprise Fund JANUS INVESTMENT FUND | 3,156,983 | 131.3M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| FPA Crescent Fund Investment Managers Series Trust III | 1,845,215 | 76.7M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 1,665,647 | 69.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,652,003 | 68.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,581,603 | 65.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 1,384,936 | 57.6M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 1,284,396 | 53.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,274,791 | 50.1M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust | 1,158,342 | 45.5M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 957,809 | 39.8M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 948,090 | 39.4M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Fundamental All Cap Core Trust John Hancock Variable Insurance Trust | 823,412 | 34.2M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 793,019 | 34.2M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 779,870 | 33.7M $ | 1.98 % | as of Feb 28, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 767,621 | 33.1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| DIAMOND HILL LARGE CAP FUND Diamond Hill Funds | 751,627 | 31.3M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 742,630 | 30.9M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 608,780 | 25.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 546,031 | 22.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 503,415 | 21.7M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 524,427 | 20.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds | 521,600 | 20.5M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 518,934 | 20.4M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| KOVITZ CORE EQUITY ETF Valued Advisers Trust | 447,482 | 17.6M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 396,520 | 17.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds | 414,300 | 16.3M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 410,500 | 16.1M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 332,122 | 14.3M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 360,581 | 14.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 335,695 | 14M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 323,020 | 13.9M $ | 0.81 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 344,902 | 13.6M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Ariel Appreciation Fund Ariel Investment Trust | 323,429 | 13.4M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| DIAMOND HILL SELECT FUND Diamond Hill Funds | 320,068 | 13.3M $ | 2.34 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 323,195 | 12.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 274,190 | 11.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Enterprise Portfolio JANUS ASPEN SERIES | 276,016 | 11.5M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| Vulcan Value Partners Fund Elevation Series Trust | 269,330 | 10.6M $ | 4.13 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 233,738 | 10.1M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 218,036 | 9.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| EQ/Janus Enterprise Portfolio EQ Advisors Trust | 224,265 | 9.3M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 215,132 | 9.3M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 219,474 | 9.1M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 208,026 | 9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Hennessy Focus Fund Hennessy Funds Trust | 219,238 | 8.6M $ | 1.75 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 203,337 | 8.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 191,191 | 8.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fundamental All Cap Core Fund John Hancock Funds II | 189,553 | 8.2M $ | 1.56 % | as of Feb 28, 2026 · Original filing |
| Fundamental Large Cap Value Trust John Hancock Variable Insurance Trust | 193,943 | 8.1M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 187,700 | 7.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 195,055 | 7.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 181,429 | 7.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 176,594 | 6.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 153,753 | 6.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 157,982 | 6.6M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 166,626 | 6.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Transamerica Janus Mid-Cap Growth VP TRANSAMERICA SERIES TRUST | 138,249 | 5.7M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 133,418 | 5.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | 124,065 | 5.2M $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 122,357 | 5.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 121,000 | 5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 126,527 | 5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| FPA Global Equity ETF Investment Managers Series Trust III | 118,656 | 4.9M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 121,942 | 4.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| BlackRock Mid-Cap Value Fund BlackRock Mid-Cap Value Series, Inc. | 121,373 | 4.8M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 121,085 | 4.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 116,522 | 4.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 109,136 | 4.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 114,033 | 4.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 111,456 | 4.4M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 102,150 | 4.2M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 101,292 | 4.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 100,404 | 4.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 106,049 | 4.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 98,127 | 4.1M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 94,646 | 3.9M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 92,519 | 3.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 88,129 | 3.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 86,740 | 3.7M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 89,528 | 3.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 85,223 | 3.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 87,971 | 3.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 82,042 | 3.5M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 87,852 | 3.5M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Vulcan Value Partners Small Cap Fund Elevation Series Trust | 87,843 | 3.5M $ | 3.79 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 87,525 | 3.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 85,625 | 3.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 85,234 | 3.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 77,012 | 3.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 79,923 | 3.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 76,916 | 3.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| AQR Managed Futures Strategy HV Fund AQR Funds | 76,233 | 3.2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST | 73,609 | 3.1M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 72,863 | 3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 73,090 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Strategic Growth Fund VALIC Co I | 66,502 | 2.9M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 65,910 | 2.8M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Needham Aggressive Growth Fund Needham Funds Inc | 67,500 | 2.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 70,663 | 2.8M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 66,710 | 2.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| AQR Multi-Asset Fund AQR Funds | 63,684 | 2.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 67,142 | 2.6M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust | 65,293 | 2.6M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| Needham Growth Fund Needham Funds Inc | 61,000 | 2.5M $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 59,906 | 2.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 59,202 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 54,744 | 2.3M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 57,560 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 57,316 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 57,290 | 2.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 53,321 | 2.2M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 52,813 | 2.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Hillman Value Fund ALPS SERIES TRUST | 51,300 | 2.1M $ | 2.57 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 50,900 | 2.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 53,382 | 2.1M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 48,308 | 2.1M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 49,660 | 2.1M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 51,619 | 2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 48,513 | 2M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 49,758 | 2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 49,562 | 1.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 45,079 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 41,494 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 39,456 | 1.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 36,830 | 1.5M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 34,349 | 1.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 31,391 | 1.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 32,420 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 31,272 | 1.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 31,100 | 1.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 32,742 | 1.3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 30,905 | 1.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 31,377 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 30,112 | 1.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 29,895 | 1.2M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 29,322 | 1.2M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 28,249 | 1.1M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| The Gabelli Asset Fund Gabelli Asset Fund | 26,700 | 1.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 27,665 | 1.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Kirr, Marbach Partners Value Fund Kirr Marbach Partners Funds Inc | 25,962 | 1.1M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 24,855 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Consumer Discretionary Sector Fund JNL Series Trust | 25,588 | 1.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 26,941 | 1.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 25,065 | 1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 26,334 | 1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 25,687 | 1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 23,225 | 1M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 24,063 | 1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 22,600 | 975.6K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 22,277 | 961.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 23,250 | 914K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Alternative Fund JNL Series Trust | 21,560 | 896.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 20,933 | 870.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 20,473 | 851.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 21,355 | 839.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 19,409 | 837.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 19,397 | 837.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 21,118 | 830.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 21,065 | 828.1K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 19,883 | 826.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 20,577 | 808.9K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Amplify Online Retail ETF Amplify ETF Trust | 18,713 | 778.1K $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 19,725 | 775.4K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 18,444 | 766.9K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 18,150 | 754.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Consumer Discretionary ETF Invesco Exchange-Traded Fund Trust II | 17,319 | 747.7K $ | 2.86 % | as of Feb 28, 2026 · Original filing |
| NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 18,342 | 721K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Franklin Alternative Strategies Fund Franklin Alternative Strategies Funds | 16,229 | 700.6K $ | 0.13 % | as of Feb 27, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 16,790 | 698.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 16,395 | 681.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 16,227 | 674.7K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 15,265 | 634.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 16,009 | 629.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 15,567 | 611.9K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 14,503 | 603K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| ABSOLUTE CAPITAL OPPORTUNITIES FUND Unified Series Trust | 13,551 | 563.5K $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Select Screened S&P Small-Cap ETF iShares Trust | 12,978 | 539.6K $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 13,152 | 517K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 11,860 | 512K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 11,816 | 510.1K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 11,463 | 494.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 11,764 | 489.1K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| AdvisorShares Insider Advantage ETF AdvisorShares Trust | 11,400 | 474K $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 11,342 | 471.6K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 10,974 | 456.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Global X Millennial Consumer ETF GLOBAL X FUNDS | 10,453 | 451.3K $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 10,197 | 440.2K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| TIFF MULTI-ASSET FUND TIFF Investment Program | 10,519 | 437.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Gotham 1000 Value ETF Tidal Trust I | 10,516 | 437.3K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,009 | 432.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc | 10,849 | 426.5K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 9,902 | 411.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 9,209 | 397.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 8,785 | 365.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 9,270 | 364.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AQR Trend Total Return Fund AQR Funds | 8,752 | 363.9K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Clearwater Select Equity Fund Clearwater Investment Trust | 8,400 | 349.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |