Titelia

Funds holding HomeTrust Bancshares Inc

203 funds declare a position · 40 ETFs and 163 other funds · 179.1M $ · US4378721041

Each line carries its report date. The 200 largest lines are shown.

FundSharesValueWeight
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 512,23221.8M $0.00 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Value ETF American Century ETF Trust 406,91117.1M $0.07 %as of Feb 28, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 396,59116.9M $0.02 %as of Mar 31, 2026 · Original filing
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 202,5359.2M $0.05 %as of Apr 30, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 153,7537M $0.02 %as of Apr 30, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 151,2576.5M $0.01 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 Value ETF iShares Trust 136,9265.8M $0.05 %as of Mar 31, 2026 · Original filing
BlackRock Advantage Small Cap Core Fund BlackRock Funds 118,5815M $0.11 %as of Feb 27, 2026 · Original filing
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 92,9604.2M $0.03 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 95,9044.1M $0.11 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 78,6643.6M $0.03 %as of Apr 30, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 76,6043.5M $0.02 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 79,4153.3M $0.02 %as of Feb 28, 2026 · Original filing
AB Small Cap Value Portfolio AB CAP FUND, INC. 77,9313.3M $0.57 %as of Feb 28, 2026 · Original filing
Dimensional US Small Cap Value ETF Dimensional ETF Trust 69,4353.2M $0.04 %as of Apr 30, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 70,1353M $0.01 %as of Feb 28, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 60,8092.8M $0.04 %as of Apr 30, 2026 · Original filing
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 65,8092.8M $0.01 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 55,3332.5M $0.02 %as of Apr 30, 2026 · Original filing
RMB Mendon Financial Services Fund RMB Investors Trust 46,8472M $0.88 %as of Mar 31, 2026 · Original filing
Royce Micro-Cap Fund ROYCE FUND 44,2841.9M $0.59 %as of Mar 31, 2026 · Original filing
First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund 42,5141.8M $0.80 %as of Mar 31, 2026 · Original filing
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 42,5001.8M $0.15 %as of Mar 31, 2026 · Original filing
iShares Micro-Cap ETF iShares Trust 39,8151.7M $0.14 %as of Mar 31, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 34,4351.6M $0.02 %as of Apr 30, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 35,4101.5M $0.06 %as of Feb 28, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 31,3491.4M $0.00 %as of Apr 30, 2026 · Original filing
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 31,2941.4M $0.08 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 28,0961.3M $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 27,7491.2M $0.01 %as of Feb 28, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 26,7571.1M $0.00 %as of Mar 31, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 26,6351.1M $0.02 %as of Mar 31, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 25,5001.1M $0.00 %as of Feb 28, 2026 · Original filing
JPMorgan Small Cap Value Fund JPMorgan Trust II 23,9561M $0.09 %as of Mar 31, 2026 · Original filing
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 21,450979.6K $0.03 %as of Apr 30, 2026 · Original filing
Private Capital Management Value Fund FundVantage Trust 19,435887.6K $1.30 %as of Apr 30, 2026 · Original filing
Small Cap Core Portfolio Bernstein Fund Inc 20,320866.6K $0.12 %as of Mar 31, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 18,212831.7K $0.02 %as of Apr 30, 2026 · Original filing
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 19,160817.2K $0.05 %as of Mar 31, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 19,158807.3K $0.00 %as of Feb 28, 2026 · Original filing
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 18,718798.3K $0.30 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Value Fund American Century ETF Trust 17,140722.3K $0.05 %as of Feb 28, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 16,868719.4K $0.02 %as of Mar 31, 2026 · Original filing
Diversified Equity Master Portfolio Master Investment Portfolio 16,387698.9K $0.02 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 14,277608.9K $0.03 %as of Mar 31, 2026 · Original filing
Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND 13,887592.3K $0.58 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 11,854499.5K $0.05 %as of Feb 28, 2026 · Original filing
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 10,592483.7K $0.05 %as of Apr 30, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,841462.4K $0.02 %as of Mar 31, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 9,675441.9K $0.01 %as of Apr 30, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 9,698413.6K $0.00 %as of Mar 31, 2026 · Original filing
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 9,231393.7K $0.04 %as of Mar 31, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 8,368382.2K $0.00 %as of Apr 30, 2026 · Original filing
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 8,814375.9K $0.05 %as of Mar 31, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 8,790374.9K $0.02 %as of Mar 31, 2026 · Original filing
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 8,187373.9K $0.08 %as of Apr 30, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 8,658369.3K $0.00 %as of Mar 31, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 8,084369.2K $0.01 %as of Apr 30, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 8,573361.3K $0.00 %as of Feb 28, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 8,350356.1K $0.02 %as of Mar 31, 2026 · Original filing
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 8,347356K $0.10 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. SmallCap Fund WisdomTree Trust 8,304354.2K $0.06 %as of Mar 31, 2026 · Original filing
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 8,280353.1K $0.00 %as of Mar 31, 2026 · Original filing
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 8,200345.5K $0.04 %as of Feb 28, 2026 · Original filing
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 8,059343.7K $0.00 %as of Mar 31, 2026 · Original filing
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 7,758326.9K $0.03 %as of Feb 28, 2026 · Original filing
Small Cap Index Fund Northern Funds 7,401315.7K $0.02 %as of Mar 31, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 6,851312.9K $0.02 %as of Apr 30, 2026 · Original filing
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 7,325312.4K $0.00 %as of Mar 31, 2026 · Original filing
Zacks Small-Cap Core Fund Zacks Trust 7,139300.8K $0.98 %as of Feb 28, 2026 · Original filing
OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust 6,933292.2K $0.40 %as of Feb 28, 2026 · Original filing
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 6,844291.9K $0.15 %as of Mar 31, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 6,363290.6K $0.00 %as of Apr 30, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 6,340289.5K $0.00 %as of Apr 30, 2026 · Original filing
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 6,436274.5K $0.09 %as of Mar 31, 2026 · Original filing
Small-Cap Value Portfolio PACIFIC SELECT FUND 6,327269.8K $0.07 %as of Mar 31, 2026 · Original filing
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 5,853267.3K $0.00 %as of Apr 30, 2026 · Original filing
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,808265.3K $0.03 %as of Apr 30, 2026 · Original filing
Small Cap Index Fund VALIC Co I 6,230262.5K $0.02 %as of Feb 28, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 6,112257.6K $0.00 %as of Feb 28, 2026 · Original filing
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 5,901248.7K $0.16 %as of Feb 28, 2026 · Original filing
Dunham Small Cap Value Fund Dunham Funds 5,335243.6K $0.26 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 5,179236.5K $0.00 %as of Apr 30, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 5,509235K $0.01 %as of Mar 31, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 5,496234.4K $0.00 %as of Mar 31, 2026 · Original filing
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 5,547233.8K $0.00 %as of Feb 28, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,432231.7K $0.02 %as of Mar 31, 2026 · Original filing
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 5,350228.2K $0.19 %as of Mar 31, 2026 · Original filing
Small Cap Value Fund VALIC Co I 5,195218.9K $0.09 %as of Feb 28, 2026 · Original filing
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 4,725215.8K $0.01 %as of Apr 30, 2026 · Original filing
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,051215.4K $0.00 %as of Mar 31, 2026 · Original filing
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 5,000213.3K $0.01 %as of Mar 31, 2026 · Original filing
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 4,975212.2K $0.03 %as of Mar 31, 2026 · Original filing
SMALL CAP EQUITY FUND GuideStone Funds 4,957211.4K $0.03 %as of Mar 31, 2026 · Original filing
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,845204.2K $0.11 %as of Feb 28, 2026 · Original filing
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4,588193.3K $0.08 %as of Feb 28, 2026 · Original filing
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 4,223192.9K $0.00 %as of Apr 30, 2026 · Original filing
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,220192.7K $0.03 %as of Apr 30, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 4,415188.3K $0.02 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 3,998182.6K $0.00 %as of Apr 30, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 4,226180.2K $0.02 %as of Mar 31, 2026 · Original filing
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 3,815174.2K $0.01 %as of Apr 30, 2026 · Original filing
JPMorgan U.S. Small Company Fund JPMorgan Trust I 4,075173.8K $0.02 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 3,727170.2K $0.00 %as of Apr 30, 2026 · Original filing
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 3,724158.8K $0.04 %as of Mar 31, 2026 · Original filing
AQR Small Cap Momentum Style Fund AQR Funds 3,715158.4K $0.10 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,167144.6K $0.00 %as of Apr 30, 2026 · Original filing
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,359141.5K $0.05 %as of Feb 28, 2026 · Original filing
iShares Morningstar Small-Cap Growth ETF iShares Trust 3,068140.1K $0.01 %as of Apr 30, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 3,272139.6K $0.02 %as of Mar 31, 2026 · Original filing
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 3,083131.5K $0.02 %as of Mar 31, 2026 · Original filing
Small Cap Index Trust John Hancock Variable Insurance Trust 2,990127.5K $0.02 %as of Mar 31, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,902122.3K $0.01 %as of Feb 28, 2026 · Original filing
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,817120.1K $0.07 %as of Mar 31, 2026 · Original filing
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 2,810119.8K $0.06 %as of Mar 31, 2026 · Original filing
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 2,780118.6K $0.08 %as of Mar 31, 2026 · Original filing
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,681114.3K $0.00 %as of Mar 31, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 2,650113K $0.01 %as of Mar 31, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,459112.3K $0.01 %as of Apr 30, 2026 · Original filing
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,534108.1K $0.00 %as of Mar 31, 2026 · Original filing
THRIVENT ALL CAP PORTFOLIO Thrivent Series Fund, Inc. 2,518107.4K $0.05 %as of Mar 31, 2026 · Original filing
Small Cap Core Fund Northern Funds 2,450104.5K $0.03 %as of Mar 31, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,244102.5K $0.00 %as of Apr 30, 2026 · Original filing
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,379101.5K $0.02 %as of Mar 31, 2026 · Original filing
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,25596.2K $0.03 %as of Mar 31, 2026 · Original filing
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,25396.1K $0.03 %as of Mar 31, 2026 · Original filing
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,22294.8K $0.02 %as of Mar 31, 2026 · Original filing
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,99491.1K $0.02 %as of Apr 30, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,01886.1K $0.01 %as of Mar 31, 2026 · Original filing
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 2,00085.3K $0.00 %as of Mar 31, 2026 · Original filing
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,99484K $0.08 %as of Feb 28, 2026 · Original filing
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 1,94182.8K $0.12 %as of Mar 31, 2026 · Original filing
Victory Extended Market Index Fund Victory Portfolios III 1,79782.1K $0.01 %as of Apr 30, 2026 · Original filing
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,92482.1K $0.02 %as of Mar 31, 2026 · Original filing
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,81477.4K $0.02 %as of Mar 31, 2026 · Original filing
iShares Morningstar Small-Cap Value ETF iShares Trust 1,68476.9K $0.01 %as of Apr 30, 2026 · Original filing
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,68276.8K $0.02 %as of Apr 30, 2026 · Original filing
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 1,79675.7K $0.03 %as of Feb 28, 2026 · Original filing
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,46266.8K $0.00 %as of Apr 30, 2026 · Original filing
Nationwide Small Cap Index Fund Nationwide Mutual Funds 1,34961.6K $0.02 %as of Apr 30, 2026 · Original filing
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,43561.2K $0.01 %as of Mar 31, 2026 · Original filing
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 1,40860.1K $0.05 %as of Mar 31, 2026 · Original filing
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 1,32056.3K $0.10 %as of Mar 31, 2026 · Original filing
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 1,29155.1K $0.02 %as of Mar 31, 2026 · Original filing
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 1,25553.5K $0.03 %as of Mar 31, 2026 · Original filing
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 1,24453.1K $0.02 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,19850.5K $0.00 %as of Feb 28, 2026 · Original filing
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,16149.5K $0.03 %as of Mar 31, 2026 · Original filing
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,14548.8K $0.00 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,13247.7K $0.04 %as of Feb 28, 2026 · Original filing
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 1,00042.7K $0.03 %as of Mar 31, 2026 · Original filing
Column Small Cap Fund Trust for Professional Managers 99942.1K $0.01 %as of Feb 28, 2026 · Original filing
ProShares Ultra Russell2000 ProShares Trust 99241.8K $0.01 %as of Feb 28, 2026 · Original filing
ProShares UltraPro Russell2000 ProShares Trust 99141.8K $0.01 %as of Feb 28, 2026 · Original filing
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 91441.7K $0.00 %as of Apr 30, 2026 · Original filing
GuideMark Small/Mid Cap Core Fund GPS Funds I 96541.2K $0.04 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 90138.4K $0.00 %as of Mar 31, 2026 · Original filing
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 89638.2K $0.02 %as of Mar 31, 2026 · Original filing
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 85436.4K $0.01 %as of Mar 31, 2026 · Original filing
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 79236.2K $0.00 %as of Apr 30, 2026 · Original filing
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 83035K $0.00 %as of Feb 28, 2026 · Original filing
Small-Cap Equity Portfolio PACIFIC SELECT FUND 73931.5K $0.01 %as of Mar 31, 2026 · Original filing
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 73931.5K $0.10 %as of Mar 31, 2026 · Original filing
iShares Morningstar Small-Cap ETF iShares Trust 68331.2K $0.01 %as of Apr 30, 2026 · Original filing
iShares Total U.S. Stock Market Index Fund BlackRock Funds 64229.3K $0.00 %as of Apr 30, 2026 · Original filing
ProShares Russell 2000 High Income ETF ProShares Trust 69329.2K $0.02 %as of Feb 28, 2026 · Original filing
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 66728.4K $0.00 %as of Mar 31, 2026 · Original filing
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 60926K $0.00 %as of Mar 31, 2026 · Original filing
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 58825.1K $0.01 %as of Mar 31, 2026 · Original filing
Dimensional US Vector Equity ETF Dimensional ETF Trust 54024.7K $0.01 %as of Apr 30, 2026 · Original filing
SmallCap Value Fund II Principal Funds, Inc 50222.9K $0.00 %as of Apr 30, 2026 · Original filing
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 52322.3K $0.01 %as of Mar 31, 2026 · Original filing
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 48420.6K $0.00 %as of Mar 31, 2026 · Original filing
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 43920K $0.00 %as of Apr 30, 2026 · Original filing
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 40617.3K $0.00 %as of Mar 31, 2026 · Original filing
Total Stock Market Index Trust John Hancock Variable Insurance Trust 40017.1K $0.00 %as of Mar 31, 2026 · Original filing
Penn Series Small Cap Index Fund Penn Series Funds Inc 40017.1K $0.02 %as of Mar 31, 2026 · Original filing
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 39016.6K $0.00 %as of Mar 31, 2026 · Original filing
Avantis Total Equity Markets ETF American Century ETF Trust 38016K $0.00 %as of Feb 28, 2026 · Original filing
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 36915.7K $0.00 %as of Mar 31, 2026 · Original filing
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 35014.7K $0.00 %as of Feb 28, 2026 · Original filing
VIP Total Market Index Portfolio Variable Insurance Products Fund II 33214.2K $0.00 %as of Mar 31, 2026 · Original filing
SA Franklin Tactical Opportunities Portfolio SUNAMERICA SERIES TRUST 28613.1K $0.01 %as of Apr 30, 2026 · Original filing
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 28513K $0.02 %as of Apr 30, 2026 · Original filing
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 26511.3K $0.00 %as of Mar 31, 2026 · Original filing
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1978.4K $0.01 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity Fund American Century ETF Trust 1968.3K $0.00 %as of Feb 28, 2026 · Original filing
ULTRA SMALL CAP PROFUND ProFunds 1788.1K $0.01 %as of Apr 30, 2026 · Original filing
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 1627.4K $0.10 %as of Apr 30, 2026 · Original filing
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 944K $0.00 %as of Mar 31, 2026 · Original filing
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 843.8K $0.00 %as of Apr 30, 2026 · Original filing
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 773.3K $0.01 %as of Mar 31, 2026 · Original filing
PROFUND VP ULTRA SMALL CAP ProFunds 532.3K $0.01 %as of Mar 31, 2026 · Original filing
PROFUND VP SMALL CAP ProFunds 401.7K $0.01 %as of Mar 31, 2026 · Original filing
Russell 2000 Fund Rydex Series Funds 381.6K $0.01 %as of Mar 31, 2026 · Original filing
SMALL-CAP PROFUND ProFunds 291.3K $0.02 %as of Apr 30, 2026 · Original filing
Avantis Responsible U.S. Equity ETF American Century ETF Trust 301.3K $0.00 %as of Feb 28, 2026 · Original filing
Russell 2000 1.5x Strategy Fund Rydex Series Funds 22938.3 $0.02 %as of Mar 31, 2026 · Original filing
ProShares Hedge Replication ETF ProShares Trust 16674.2 $0.00 %as of Feb 28, 2026 · Original filing
Longview Advantage ETF RBB Fund Trust 14590 $0.00 %as of Feb 28, 2026 · Original filing