Funds holding First American Financial Corp
415 funds declare a position · 110 ETFs and 305 other funds · 3.1B $ · US31847R1023
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 Mid-Cap ETF iShares Trust | 3,373,774 | 203.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,078,742 | 185.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 3,036,248 | 183.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 2,264,055 | 136.5M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,232,077 | 134.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 1,667,200 | 116.9M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,421,393 | 85.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 1,141,024 | 80M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,137,695 | 68.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 879,896 | 61.7M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 855,697 | 60M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| Fidelity Equity Dividend Income Fund Fidelity Financial Trust | 852,100 | 59.7M $ | 0.72 % | as of Feb 28, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 750,316 | 52.6M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 739,732 | 51.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 699,737 | 49.1M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 607,047 | 42.6M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 701,600 | 42.3M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 572,167 | 40.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 663,968 | 40M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 559,556 | 39.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 533,624 | 37.4M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 494,604 | 34.7M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 516,768 | 31.2M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Ariel Fund Ariel Investment Trust | 508,738 | 30.7M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 498,284 | 30M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 404,439 | 28.4M $ | 1.61 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 394,724 | 27.7M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 383,067 | 26.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 360,330 | 25.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Ariel Appreciation Fund Ariel Investment Trust | 418,784 | 25.2M $ | 2.89 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 337,175 | 23.6M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES | 379,577 | 22.9M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 323,477 | 22.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 370,463 | 22.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | 366,924 | 22.1M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| Nomura Mid Cap Income Opportunities Fund IVY FUNDS | 345,517 | 20.8M $ | 2.89 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 288,149 | 20.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 280,972 | 19.7M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 275,600 | 19.3M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 266,698 | 18.7M $ | 1.55 % | as of Feb 28, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 264,340 | 18.5M $ | 1.73 % | as of Apr 30, 2026 · Original filing |
| Reinhart Genesis PMV Fund Managed Portfolio Series | 260,000 | 18.2M $ | 3.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 257,200 | 18M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 231,794 | 16.3M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 230,560 | 16.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 223,212 | 15.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 221,245 | 15.5M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 217,048 | 15.2M $ | 0.79 % | as of Feb 28, 2026 · Original filing |
| Boston Partners All-Cap Value Fund RBB Fund, Inc. | 216,111 | 15.2M $ | 1.17 % | as of Feb 28, 2026 · Original filing |
| FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III | 204,989 | 14.4M $ | 1.21 % | as of Feb 28, 2026 · Original filing |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 204,122 | 14.3M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 203,522 | 14.3M $ | 1.46 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 200,678 | 14.1M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 223,952 | 13.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 190,990 | 13.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 190,715 | 13.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 215,013 | 13M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 170,083 | 11.9M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 193,867 | 11.7M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 163,056 | 11.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 155,124 | 10.9M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 154,092 | 10.8M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 151,560 | 10.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 165,890 | 10M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 141,394 | 9.9M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 156,880 | 9.5M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 152,931 | 9.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 128,900 | 9M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 125,106 | 8.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 144,100 | 8.7M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 122,559 | 8.6M $ | 1.13 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 138,507 | 8.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 113,560 | 8M $ | 1.02 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 129,730 | 7.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Victory RS Partners Fund Victory Portfolios | 126,470 | 7.6M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Equity Income Portfolio EQ Advisors Trust | 125,747 | 7.6M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 106,531 | 7.5M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 121,889 | 7.3M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| CRM LONG/SHORT OPPORTUNITIES CRM Mutual Fund Trust | 100,346 | 7M $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 116,519 | 7M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 111,270 | 6.7M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 92,130 | 6.5M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 92,096 | 6.5M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 88,964 | 6.2M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 102,899 | 6.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 87,204 | 6.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 83,948 | 5.9M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 78,752 | 5.5M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 91,482 | 5.5M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 77,857 | 5.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 75,508 | 5.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 75,453 | 5.3M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 75,140 | 5.3M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| CRM MID CAP VALUE FUND CRM Mutual Fund Trust | 74,750 | 5.2M $ | 1.98 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 86,158 | 5.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 84,473 | 5.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 83,525 | 5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Meridian Growth Fund Meridian Fund Inc | 80,074 | 4.8M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 67,630 | 4.7M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 67,595 | 4.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc | 76,306 | 4.6M $ | 3.74 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 64,893 | 4.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 61,426 | 4.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 60,593 | 4.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 69,095 | 4.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 68,959 | 4.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 58,802 | 4.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 56,923 | 4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 65,908 | 4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 63,513 | 3.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 53,395 | 3.7M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 52,934 | 3.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 59,800 | 3.6M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 51,296 | 3.6M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 51,097 | 3.6M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 50,359 | 3.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 56,183 | 3.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Pro-Blend Maximum Term Series Manning & Napier Fund, Inc. | 47,685 | 3.3M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 54,445 | 3.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 46,455 | 3.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 51,611 | 3.1M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 44,277 | 3.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio | 43,610 | 3.1M $ | 1.67 % | as of Apr 30, 2026 · Original filing |
| Victory Integrity Mid-Cap Value Fund Victory Portfolios | 50,041 | 3M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 42,727 | 3M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 49,117 | 3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Embark Small Cap Equity Fund Harbor Funds II | 41,484 | 2.9M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 41,243 | 2.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 41,116 | 2.9M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 47,387 | 2.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 46,878 | 2.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 40,056 | 2.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 46,411 | 2.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 39,550 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Insurance ETF iShares Trust | 45,356 | 2.7M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 38,983 | 2.7M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 37,716 | 2.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios | 42,751 | 2.6M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 42,600 | 2.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 36,429 | 2.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust | 35,977 | 2.5M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 35,891 | 2.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Mid-Cap Value Portfolio PACIFIC SELECT FUND | 41,717 | 2.5M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 34,714 | 2.4M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 34,054 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 39,538 | 2.4M $ | 2.39 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 39,466 | 2.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 33,826 | 2.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 33,730 | 2.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 38,967 | 2.3M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 38,414 | 2.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 32,652 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 37,738 | 2.3M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Calvert Small/Mid-Cap Fund Calvert Management Series | 37,564 | 2.3M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 36,195 | 2.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 36,135 | 2.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 30,422 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Ariel Focus Fund Ariel Investment Trust | 35,162 | 2.1M $ | 2.61 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 35,092 | 2.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Pro-Blend Extended Term Series Manning & Napier Fund, Inc. | 29,770 | 2.1M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 34,582 | 2.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| PIMCO RAE US Fund PIMCO Equity Series | 34,481 | 2.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 34,114 | 2.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Value Fund Fidelity Advisor Series I | 28,464 | 2M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust | 28,272 | 2M $ | 1.30 % | as of Apr 30, 2026 · Original filing |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 31,900 | 1.9M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust | 31,650 | 1.9M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 27,051 | 1.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 26,923 | 1.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 29,828 | 1.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust | 29,736 | 1.8M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 25,278 | 1.8M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 24,768 | 1.7M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND | 24,580 | 1.7M $ | 2.48 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 27,859 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust | 27,476 | 1.7M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 23,112 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 22,403 | 1.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 22,078 | 1.5M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust | 24,692 | 1.5M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Private Capital Management Value Fund FundVantage Trust | 21,205 | 1.5M $ | 2.18 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 20,883 | 1.5M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Multifactor Fund WisdomTree Trust | 24,026 | 1.4M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 20,218 | 1.4M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Victory Small Cap Stock Fund Victory Portfolios III | 20,020 | 1.4M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 19,866 | 1.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 22,959 | 1.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 19,594 | 1.4M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| VIP Value Portfolio Variable Insurance Products Fund | 22,578 | 1.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 22,305 | 1.3M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Equity Series Manning & Napier Fund, Inc. | 18,674 | 1.3M $ | 2.34 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 18,665 | 1.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 18,307 | 1.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 18,246 | 1.3M $ | 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 | 20,976 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 20,909 | 1.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 17,003 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 16,153 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 18,772 | 1.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Boston Partners Long/Short Research Fund RBB Fund, Inc. | 16,035 | 1.1M $ | 0.19 % | as of Feb 28, 2026 · Original filing |