Funds holding HealthEquity Inc
509 funds declare a position · 115 ETFs and 394 other funds · 3.4B $ · US42226A1079
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 2,828,700 | 236.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,714,301 | 226.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 2,060,086 | 172.2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,969,945 | 164.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Wasatch Core Growth Fund WASATCH FUNDS TRUST | 1,861,950 | 155.6M $ | 5.22 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1,103,538 | 92.2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 953,991 | 79.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 833,566 | 68.4M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 750,000 | 62.7M $ | 2.32 % | as of Mar 31, 2026 · Original filing |
| Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST | 688,638 | 57.5M $ | 4.77 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 687,545 | 57.5M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 614,922 | 51.4M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Small Cap Growth Fund American Century Mutual Funds, Inc. | 560,821 | 46M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 519,726 | 43.4M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Select Fund Legg Mason Partners Investment Trust | 522,686 | 42.9M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 449,983 | 37.6M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Columbia Acorn Fund COLUMBIA ACORN TRUST | 422,315 | 35.3M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 417,285 | 34.9M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 452,869 | 34.6M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Triton Fund JANUS INVESTMENT FUND | 411,911 | 34.4M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 413,178 | 33.9M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Wasatch Small Cap Value Fund WASATCH FUNDS TRUST | 400,153 | 33.4M $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 399,147 | 33.4M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 422,937 | 32.4M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 418,409 | 32M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 372,766 | 31.2M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 370,546 | 31M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 367,698 | 30.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust | 360,320 | 29.6M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| Harbor Small Cap Growth Fund HARBOR FUNDS | 327,267 | 26.8M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 308,874 | 25.8M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| DAVENPORT SMALL CAP FOCUS FUND Williamsburg Investment Trust | 304,228 | 25.4M $ | 4.27 % | as of Mar 31, 2026 · Original filing |
| Franklin Small Cap Growth Fund Franklin Strategic Series | 292,152 | 24M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 304,636 | 23.3M $ | 0.41 % | as of Feb 27, 2026 · Original filing |
| DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust | 274,631 | 23M $ | 3.04 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Growth Fund LOOMIS SAYLES FUNDS II | 271,890 | 22.7M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 261,610 | 21.5M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 255,125 | 21.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds | 259,679 | 21.3M $ | 1.94 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 258,711 | 19.8M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 235,933 | 19.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Brown Advisory Small-Cap Growth Fund Brown Advisory Funds | 224,352 | 18.7M $ | 3.38 % | as of Mar 31, 2026 · Original filing |
| Wasatch Ultra Growth Fund WASATCH FUNDS TRUST | 224,032 | 18.7M $ | 4.66 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 233,057 | 17.8M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 208,468 | 17.4M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 199,718 | 16.4M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| Morgan Stanley Discovery Portfolio Brighthouse Funds Trust I | 195,308 | 16.3M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 184,893 | 15.2M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 180,670 | 14.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 190,662 | 14.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 182,514 | 14M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | 156,800 | 13.1M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Small Cap Equity Portfolio GLENMEDE FUND INC | 157,732 | 12.9M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 161,294 | 12.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Growth Fund JPMorgan Trust II | 145,296 | 12.1M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 145,500 | 11.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Virtus KAR Mid-Cap Growth Fund Virtus Equity Trust | 140,768 | 11.8M $ | 2.70 % | as of Mar 31, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 137,025 | 11.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Discovery Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 130,966 | 10.9M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 130,089 | 10.9M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 131,600 | 10.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 126,220 | 10.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 131,157 | 10M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Nomura Small Cap Growth Fund IVY FUNDS | 119,832 | 10M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 119,638 | 9.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 127,358 | 9.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 112,678 | 9.4M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | 112,240 | 9.4M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 111,166 | 9.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Select Health Care Services Portfolio Fidelity Select Portfolios | 120,187 | 9.2M $ | 1.13 % | as of Feb 28, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 109,445 | 9.1M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 103,482 | 8.6M $ | 2.24 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 102,094 | 8.5M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 101,379 | 8.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Healthcare Providers ETF iShares Trust | 100,291 | 8.4M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 99,729 | 8.2M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust | 99,465 | 8.2M $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| Inception Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 97,262 | 8.1M $ | 3.42 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 97,800 | 8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 97,220 | 8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Small Cap Dynamic Growth Fund John Hancock Funds II | 99,155 | 7.6M $ | 1.46 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 98,513 | 7.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Large-Cap Growth Portfolio PACIFIC SELECT FUND | 88,394 | 7.4M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Artisan Small Cap Fund Artisan Partners Funds Inc. | 88,237 | 7.4M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 88,029 | 7.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 85,883 | 7.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | 81,174 | 6.8M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small Cap Core Fund AMG Funds | 80,970 | 6.8M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. | 81,990 | 6.7M $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 78,247 | 6.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust | 76,532 | 6.4M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| Buffalo Small Cap Growth Fund Buffalo Funds | 74,969 | 6.3M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 75,997 | 6.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 73,770 | 6.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab Health Care Fund SCHWAB CAPITAL TRUST | 74,678 | 6.1M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 73,768 | 6.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 78,594 | 6M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 78,217 | 6M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 71,724 | 5.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 70,030 | 5.9M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| CIBC ATLAS MID CAP EQUITY FUND ADVISORS' INNER CIRCLE FUND | 67,907 | 5.6M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 67,517 | 5.5M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. | 70,733 | 5.4M $ | 4.13 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 65,711 | 5.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 64,099 | 5.4M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 64,074 | 5.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 64,454 | 5.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | 63,046 | 5.3M $ | 3.87 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 64,040 | 5.3M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 62,779 | 5.2M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 63,011 | 5.2M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 65,796 | 5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 65,112 | 5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 60,033 | 4.9M $ | 1.89 % | as of Apr 30, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 63,531 | 4.9M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 57,930 | 4.8M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 56,230 | 4.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS | 55,940 | 4.7M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Nationwide Geneva Mid Cap Growth Fund Nationwide Mutual Funds | 56,161 | 4.6M $ | 1.76 % | as of Apr 30, 2026 · Original filing |
| Small Cap Growth Fund VALIC Co I | 59,614 | 4.6M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 53,839 | 4.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Allspring Emerging Growth Fund ALLSPRING FUNDS TRUST | 53,628 | 4.4M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| Madison Small Cap Fund MADISON FUNDS | 52,394 | 4.3M $ | 2.78 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 51,194 | 4.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 50,907 | 4.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Allspring VT Small Cap Growth Fund Allspring VARIABLE TRUST | 50,827 | 4.2M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 50,954 | 4.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 49,911 | 4.2M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 50,680 | 4.2M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Portfolio Bernstein Fund Inc | 48,750 | 4.1M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 49,462 | 4.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 48,224 | 4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | 47,776 | 4M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 47,540 | 4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | 46,907 | 3.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 50,698 | 3.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 50,239 | 3.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 45,763 | 3.8M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| Global X FinTech ETF GLOBAL X FUNDS | 49,459 | 3.8M $ | 1.78 % | as of Feb 28, 2026 · Original filing |
| LKCM Small Cap Equity Fund LKCM Funds | 44,387 | 3.7M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Growth Portfolio Brighthouse Funds Trust II | 43,853 | 3.7M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 44,458 | 3.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 47,321 | 3.6M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| American Beacon Stephens Small Cap Growth Fund AMERICAN BEACON FUNDS | 42,926 | 3.6M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP GROWTH FUND MoA Funds Corp | 41,905 | 3.5M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 41,453 | 3.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small-Company Stock Fund HOMESTEAD FUNDS INC | 40,200 | 3.4M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 43,467 | 3.3M $ | 0.07 % | as of Feb 27, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 39,742 | 3.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 39,466 | 3.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 40,087 | 3.3M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 39,039 | 3.3M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC | 39,751 | 3.3M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 38,931 | 3.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 39,344 | 3.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 38,037 | 3.2M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| TIFF MULTI-ASSET FUND TIFF Investment Program | 37,870 | 3.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 37,400 | 3.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Baird Equity Opportunity Fund Baird Funds Inc | 36,881 | 3.1M $ | 4.57 % | as of Mar 31, 2026 · Original filing |
| Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust | 36,781 | 3.1M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Health Sciences Fund Virtus Investment Trust | 36,777 | 3.1M $ | 3.42 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Healthcare Sector Fund JNL Series Trust | 36,364 | 3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 36,528 | 3M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 35,610 | 3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 35,600 | 3M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 35,057 | 2.9M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 34,810 | 2.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 34,526 | 2.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 34,228 | 2.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 33,588 | 2.8M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 32,207 | 2.7M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 32,683 | 2.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 31,888 | 2.7M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS | 31,514 | 2.6M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 34,310 | 2.6M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Victory RS Small Cap Growth Fund Victory Portfolios | 30,990 | 2.6M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 30,347 | 2.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Discovery Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 30,331 | 2.5M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| FundX Future Fund Opportunities ETF FundX Investment Trust | 29,870 | 2.5M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 30,053 | 2.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Victory Small Cap Stock Fund Victory Portfolios III | 29,983 | 2.5M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 32,018 | 2.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 29,258 | 2.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 29,557 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 28,995 | 2.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 28,963 | 2.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| M Capital Appreciation Fund M FUND INC | 28,826 | 2.4M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 28,783 | 2.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 28,382 | 2.4M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 28,325 | 2.4M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 27,790 | 2.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 28,200 | 2.3M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| Aristotle Small Cap Equity Fund Aristotle Fund Series Trust | 27,672 | 2.3M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 28,105 | 2.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 28,099 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Brown Advisory Sustainable Small-Cap Core Fund Brown Advisory Funds | 27,484 | 2.3M $ | 2.18 % | as of Mar 31, 2026 · Original filing |
| Hilton Small-MidCap Opportunity ETF Tidal Trust II | 27,686 | 2.3M $ | 1.76 % | as of Apr 30, 2026 · Original filing |
| SRH U.S. Quality GARP ETF Elevation Series Trust | 27,661 | 2.3M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 26,644 | 2.2M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 26,607 | 2.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |