Funds holding Carter Bankshares Inc
156 funds declare a position · 30 ETFs and 126 other funds · 121.6M $ · US1461031064
Funds report on different dates: each line carries its own.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 715,016 | 16.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 558,355 | 13M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 440,884 | 9.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 274,274 | 7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 246,454 | 5.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 213,256 | 5.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 158,253 | 3.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 140,292 | 3.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 135,756 | 3.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Huber Small Cap Value Fund Advisors Series Trust | 134,813 | 3.5M $ | 3.70 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 102,318 | 2.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 98,816 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 98,356 | 2.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 113,521 | 2.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 111,424 | 2.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| RMB Mendon Financial Services Fund RMB Investors Trust | 92,392 | 2.2M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 77,462 | 2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 73,726 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 70,220 | 1.6M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 65,972 | 1.4M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 52,041 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 55,108 | 1.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 53,100 | 1.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 52,956 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 47,738 | 1.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 54,360 | 1.1M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 44,385 | 1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 42,814 | 892.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 33,177 | 849.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 34,525 | 805.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 37,846 | 788.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 32,491 | 757.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 29,230 | 748.3K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 27,375 | 700.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 31,781 | 662.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 24,190 | 619.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 24,626 | 574.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 21,434 | 499.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 18,144 | 464.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 21,000 | 437.6K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 18,068 | 421.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 16,233 | 415.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 14,386 | 368.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 15,060 | 351.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,719 | 343.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,664 | 342K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 12,657 | 295.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 11,368 | 291K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 13,456 | 280.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 11,673 | 272.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 11,652 | 271.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 12,143 | 253.1K $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 9,825 | 251.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 9,491 | 243K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 11,532 | 240.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 10,145 | 236.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,177 | 234.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 9,500 | 221.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 9,452 | 220.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 8,549 | 199.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 8,401 | 195.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 7,562 | 193.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 9,131 | 190.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 8,815 | 183.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 8,717 | 181.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 7,787 | 181.6K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,300 | 170.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 6,506 | 166.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 6,680 | 155.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 6,321 | 147.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 6,073 | 141.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,406 | 138.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 5,875 | 137K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 5,755 | 134.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 5,580 | 130.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 5,331 | 124.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 4,744 | 121.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 5,568 | 116K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 4,802 | 112K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,256 | 109K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,442 | 103.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 3,950 | 101.1K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,800 | 100K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 4,051 | 94.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 4,447 | 92.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,445 | 92.6K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,597 | 92.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 3,848 | 89.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 3,261 | 83.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,397 | 79.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,768 | 78.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 3,157 | 73.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 2,973 | 69.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,271 | 68.2K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 2,915 | 68K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 2,652 | 67.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,800 | 65.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,749 | 64.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,706 | 63.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 2,430 | 62.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,410 | 61.7K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,267 | 58K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 2,486 | 58K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,438 | 56.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AQR Small Cap Multi-Style Fund AQR Funds | 2,321 | 54.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,998 | 46.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 2,227 | 46.4K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,860 | 43.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,666 | 42.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,743 | 40.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 1,628 | 38K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,612 | 37.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,494 | 34.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,543 | 32.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,163 | 29.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 1,424 | 29.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 1,389 | 28.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 1,383 | 28.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,205 | 28.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,073 | 27.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,318 | 27.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,023 | 23.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis Total Equity Markets ETF American Century ETF Trust | 989 | 20.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 972 | 20.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 965 | 20.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 792 | 18.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 781 | 18.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 711 | 16.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 641 | 14.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 631 | 14.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 629 | 14.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 623 | 14.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 600 | 14K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 550 | 12.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 506 | 11.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 540 | 11.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 399 | 10.2K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 380 | 9.7K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 370 | 8.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 324 | 8.3K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 297 | 7.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ULTRA SMALL CAP PROFUND ProFunds | 247 | 6.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 235 | 5.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 176 | 4.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 115 | 2.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 107 | 2.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP ULTRA SMALL CAP ProFunds | 73 | 1.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP SMALL CAP ProFunds | 55 | 1.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 Fund Rydex Series Funds | 54 | 1.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SMALL-CAP PROFUND ProFunds | 40 | 1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 32 | 746.2 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 20 | 512 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ProShares Hedge Replication ETF ProShares Trust | 23 | 479.3 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Longview Advantage ETF RBB Fund Trust | 9 | 187.6 $ | as of Feb 28, 2026 · Original filing | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 8 | 166.7 $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 6 | 139.9 $ | 0.01 % | as of Mar 31, 2026 · Original filing |