Funds holding Customers Bancorp Inc
336 funds declare a position · 86 ETFs and 250 other funds · 1.1B $ · US23204G1004
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 1,920,992 | 133.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 976,410 | 67.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Hood River Small-Cap Growth Fund Manager Directed Portfolios | 966,029 | 67.1M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 832,861 | 56.2M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 789,046 | 54.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 515,897 | 35.8M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 402,239 | 30.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 392,298 | 27.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 353,547 | 24.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 315,994 | 24.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Amplify Blockchain Technology ETF Amplify ETF Trust | 296,581 | 20.6M $ | 2.23 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 287,349 | 19.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 251,020 | 19.1M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 246,050 | 18.8M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 256,102 | 17.8M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 216,136 | 16.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 213,887 | 14.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 191,260 | 13.3M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust | 172,335 | 13.1M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 168,779 | 12.9M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 146,570 | 11.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 165,686 | 11.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 158,581 | 10.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 154,474 | 10.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Heartland Value Fund HEARTLAND GROUP INC. | 150,000 | 10.4M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 147,481 | 10.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Emerald Growth Fund FINANCIAL INVESTORS TRUST | 129,064 | 9.8M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 127,932 | 9.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 131,254 | 9.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 116,831 | 8.9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Applied Finance Explorer Fund World Funds Trust | 115,197 | 8.8M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| Driehaus Small Cap Growth Fund Driehaus Mutual Funds | 121,121 | 8.4M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 108,978 | 7.3M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 88,240 | 6.7M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 98,722 | 6.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 84,443 | 6.4M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 83,773 | 6.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 85,599 | 5.9M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 77,797 | 5.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 84,436 | 5.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 76,169 | 5.8M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 82,224 | 5.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 83,422 | 5.6M $ | 0.12 % | as of Feb 27, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 73,723 | 5.6M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 71,698 | 5.5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Hood River New Opportunities Fund Manager Directed Portfolios | 78,568 | 5.5M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 71,178 | 5.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 70,281 | 5.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 73,240 | 5.1M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 69,731 | 4.7M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 63,634 | 4.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 55,965 | 4.3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 60,679 | 4.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 58,150 | 4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 51,360 | 3.9M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 49,190 | 3.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 52,875 | 3.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 54,158 | 3.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 46,935 | 3.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Victory RS Small Cap Growth Fund Victory Portfolios | 49,230 | 3.4M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 49,212 | 3.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 50,579 | 3.4M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 44,063 | 3.4M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 47,766 | 3.2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 46,200 | 3.2M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 41,249 | 3.1M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Muirfield Fund Meeder Funds | 44,587 | 3.1M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Royce Micro-Cap Fund ROYCE FUND | 43,428 | 3M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 43,501 | 2.9M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 38,280 | 2.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 37,753 | 2.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 41,446 | 2.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 41,010 | 2.8M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Small Cap Value Fund Northern Funds | 39,291 | 2.7M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 39,202 | 2.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 35,528 | 2.7M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Schwab Crypto Thematic ETF SCHWAB STRATEGIC TRUST | 38,841 | 2.7M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 38,645 | 2.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Hennessy Small Cap Financial Fund Hennessy Funds Trust | 35,000 | 2.7M $ | 3.69 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 33,242 | 2.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 36,414 | 2.5M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 33,000 | 2.5M $ | 3.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 35,649 | 2.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 33,641 | 2.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 33,476 | 2.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 30,007 | 2.3M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 29,942 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 28,254 | 2.2M $ | 4.88 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 29,172 | 2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 29,009 | 2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 24,993 | 1.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 27,446 | 1.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 23,653 | 1.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 25,907 | 1.8M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Aristotle Small Cap Equity Fund Aristotle Fund Series Trust | 24,160 | 1.7M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 22,687 | 1.6M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 22,502 | 1.5M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 21,224 | 1.5M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 21,180 | 1.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 21,677 | 1.5M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 20,744 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 18,677 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| LS OPPORTUNITY FUND Valued Advisers Trust | 21,071 | 1.4M $ | 1.50 % | as of Feb 28, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 18,446 | 1.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 20,000 | 1.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 19,810 | 1.3M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Spectrum Fund Meeder Funds | 19,227 | 1.3M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 17,235 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 19,011 | 1.3M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 18,729 | 1.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Balanced Fund Meeder Funds | 18,071 | 1.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 18,053 | 1.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 17,735 | 1.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 15,846 | 1.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 16,962 | 1.2M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 16,946 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 17,379 | 1.2M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 16,858 | 1.2M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 16,630 | 1.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Dynamic Allocation Fund Meeder Funds | 16,503 | 1.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 16,290 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 15,893 | 1.1M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 15,352 | 1.1M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 15,763 | 1.1M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 13,832 | 1.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,564 | 1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| SGI Small Cap Core Fund RBB Fund, Inc. | 15,335 | 1M $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 14,652 | 1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 14,490 | 1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 14,229 | 987.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 14,210 | 986.3K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 14,505 | 978.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 13,911 | 965.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 13,740 | 953.7K $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 12,252 | 934.5K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 13,368 | 927.9K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 13,361 | 927.4K $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 13,553 | 914K $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 13,151 | 912.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 11,939 | 910.6K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 13,377 | 902.1K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 12,690 | 880.8K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 12,467 | 865.3K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 12,412 | 861.5K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 12,608 | 850.3K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 11,114 | 847.7K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 12,505 | 843.3K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 10,958 | 835.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 12,365 | 833.9K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 10,191 | 777.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 10,143 | 773.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 11,136 | 772.9K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 11,102 | 770.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 10,880 | 755.2K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 10,800 | 749.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 10,795 | 749.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 9,511 | 725.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 10,420 | 723.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 10,411 | 722.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 9,265 | 706.6K $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 9,088 | 693.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 9,458 | 656.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 9,255 | 642.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares US Small Cap Value Factor ETF iShares Trust | 9,147 | 634.9K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 8,963 | 622.1K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 8,671 | 601.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 8,534 | 592.3K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust | 8,444 | 586.1K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 8,232 | 571.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 7,900 | 548.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,186 | 548.1K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 6,942 | 529.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 7,608 | 528.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | 7,420 | 515K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 7,371 | 511.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 6,675 | 509.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 6,636 | 506.1K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Zacks Small/Mid Cap ETF Zacks Trust | 7,501 | 505.9K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 7,154 | 496.6K $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 7,361 | 496.4K $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Optimize Strategy Index ETF Advisor Managed Portfolios | 7,063 | 490.2K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| AQR Small Cap Multi-Style Fund AQR Funds | 6,801 | 472.1K $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 6,073 | 463.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 6,591 | 457.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 6,616 | 446.2K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,379 | 442.8K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 6,351 | 440.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 5,600 | 427.1K $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,082 | 422.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 5,766 | 400.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,639 | 391.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 4,989 | 380.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 4,960 | 378.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| YORKTOWN GROWTH FUND American Pension Investors Trust | 4,850 | 369.9K $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,314 | 368.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 5,468 | 368.8K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 4,770 | 363.8K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 5,234 | 363.3K $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 5,201 | 361K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Moderate Allocation Fund Meeder Funds | 5,145 | 357.1K $ | 0.19 % | as of Mar 31, 2026 · Original filing |