Funds holding Houlihan Lokey Inc
448 funds declare a position · 117 ETFs and 331 other funds · 3.6B $ · US4415931009
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 | 1,799,569 | 258.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,715,018 | 246.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AMCAP Fund AMCAP Fund | 1,242,134 | 203.4M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,253,375 | 180M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 969,017 | 150M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 701,019 | 100.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 685,781 | 98.5M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Mid-Cap Core Fund Virtus Equity Trust | 608,178 | 87.3M $ | 4.48 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 606,714 | 87.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 490,000 | 70.4M $ | 2.61 % | as of Mar 31, 2026 · Original filing |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 383,251 | 62.8M $ | 0.73 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 383,319 | 59.3M $ | 1.14 % | as of Apr 30, 2026 · Original filing |
| BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 400,000 | 57.4M $ | 2.20 % | as of Mar 31, 2026 · Original filing |
| Carillon Eagle Mid Cap Growth Fund Carillon Series Trust | 393,521 | 56.5M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Harbor Small Cap Value Fund HARBOR FUNDS | 364,319 | 56.4M $ | 2.23 % | as of Apr 30, 2026 · Original filing |
| FMI Common Stock Fund FMI Funds Inc | 380,000 | 54.6M $ | 3.11 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 311,711 | 51M $ | 1.70 % | as of Feb 28, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 305,617 | 47.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 284,514 | 46.6M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 257,981 | 39.9M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 240,175 | 39.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 272,003 | 39.1M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 265,492 | 38.1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II | 263,000 | 37.8M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| Harbor Small Cap Growth Fund HARBOR FUNDS | 236,623 | 36.6M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| PGIM Jennison Mid-Cap Growth Fund Prudential Jennison Mid-Cap Growth Fund, Inc. | 201,708 | 33M $ | 1.77 % | as of Feb 27, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 212,987 | 33M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds | 205,644 | 31.8M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 200,332 | 31M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Nomura Mid Cap Growth Fund IVY FUNDS | 215,715 | 31M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 206,963 | 29.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Small-Cap Value Fund Virtus Equity Trust | 194,550 | 27.9M $ | 4.65 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Mid Cap Fund Legg Mason Partners Investment Trust | 172,000 | 26.6M $ | 1.68 % | as of Apr 30, 2026 · Original filing |
| Franklin Small Cap Growth Fund Franklin Strategic Series | 169,911 | 26.3M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 156,895 | 25.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 175,075 | 25.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST | 172,973 | 24.8M $ | 2.07 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 147,144 | 24.1M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 134,186 | 20.8M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 138,273 | 19.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| PSF PGIM Jennison Blend Portfolio Prudential Series Fund | 138,070 | 19.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 126,552 | 19.6M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 130,167 | 18.7M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 101,728 | 16.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 112,959 | 16.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 110,237 | 15.8M $ | 2.48 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 90,851 | 14.9M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 89,724 | 14.7M $ | 1.20 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 82,984 | 13.6M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 93,927 | 13.5M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 86,960 | 13.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 85,808 | 13.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 80,631 | 13.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 80,174 | 13.1M $ | 1.40 % | as of Feb 28, 2026 · Original filing |
| Virtus KAR Mid-Cap Growth Fund Virtus Equity Trust | 90,729 | 13M $ | 3.00 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 77,901 | 12.8M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 87,701 | 12.6M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| GMO Small Cap Quality Fund GMO TRUST | 73,546 | 12M $ | 1.75 % | as of Feb 28, 2026 · Original filing |
| Vaughan Nelson Small Cap Fund Natixis Funds Trust I | 83,765 | 12M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 77,674 | 12M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 83,113 | 11.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| FAM DIVIDEND FOCUS FUND Fenimore Asset Management Trust | 81,544 | 11.7M $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 67,300 | 11M $ | 1.11 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 76,278 | 11M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 67,307 | 10.4M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Opus Small Cap Value ETF ETF Series Solutions | 66,540 | 10.3M $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 66,532 | 10.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 71,271 | 10.2M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 65,275 | 10.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 65,235 | 10.1M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 69,808 | 10M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| Nomura Small Cap Growth Fund IVY FUNDS | 69,168 | 9.9M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 59,961 | 9.8M $ | 0.90 % | as of Feb 28, 2026 · Original filing |
| THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 67,565 | 9.7M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 67,364 | 9.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 57,294 | 9.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 62,421 | 9M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 55,783 | 8.6M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 58,156 | 8.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small Cap Core Fund AMG Funds | 57,549 | 8.3M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 55,031 | 7.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 47,812 | 7.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 46,738 | 7.2M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 48,969 | 7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 42,263 | 6.9M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 42,580 | 6.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 40,199 | 6.6M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 45,429 | 6.5M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 42,013 | 6.5M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 44,553 | 6.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 40,893 | 6.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 43,873 | 6.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 39,440 | 5.7M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 38,603 | 5.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 33,816 | 5.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 37,958 | 5.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 37,229 | 5.3M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 31,601 | 5.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 32,471 | 5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 34,252 | 4.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 34,164 | 4.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | 33,897 | 4.9M $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 31,129 | 4.8M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 31,107 | 4.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 32,899 | 4.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 28,685 | 4.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 30,100 | 4.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 29,815 | 4.6M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 29,289 | 4.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 29,172 | 4.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 29,092 | 4.5M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 30,602 | 4.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 28,145 | 4.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Eventide Balanced Fund MUTUAL FUND SERIES TRUST | 30,175 | 4.3M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP GROWTH FUND MoA Funds Corp | 30,140 | 4.3M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| Systematic Growth Fund VALIC Co I | 26,390 | 4.3M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 26,359 | 4.3M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 29,014 | 4.2M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| RBC Global Opportunities Fund RBC Funds Trust | 28,900 | 4.2M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| Systematic Value Fund VALIC Co I | 25,039 | 4.1M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| ClearBridge Variable Mid Cap Portfolio Legg Mason Partners Variable Equity Trust | 27,200 | 3.9M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 23,094 | 3.8M $ | 0.08 % | as of Feb 27, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 26,177 | 3.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. | 22,482 | 3.7M $ | 2.55 % | as of Feb 27, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 25,277 | 3.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 25,242 | 3.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 25,182 | 3.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 24,657 | 3.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 21,108 | 3.5M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 22,193 | 3.4M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 22,012 | 3.4M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 21,915 | 3.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Nomura VIP Mid Cap Growth Series Ivy Variable Insurance Portfolios | 23,495 | 3.4M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc | 23,079 | 3.3M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| GRANDEUR PEAK GLOBAL OPPORTUNITIES FUND Grandeur Peak Global Trust | 21,350 | 3.3M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 22,779 | 3.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory Small-Cap Growth Fund Brown Advisory Funds | 22,755 | 3.3M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 19,729 | 3.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 22,468 | 3.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 20,793 | 3.2M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 20,735 | 3.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| AMG GW&K Small Cap Growth Fund AMG Funds IV | 20,012 | 3.1M $ | 1.49 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 21,456 | 3.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 19,104 | 3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 20,490 | 2.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 20,490 | 2.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 17,899 | 2.9M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 20,187 | 2.9M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 18,471 | 2.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 19,426 | 2.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| NYLI Fiera SMID Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 17,926 | 2.8M $ | 1.19 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 19,307 | 2.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 17,867 | 2.8M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 19,109 | 2.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 19,000 | 2.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 17,512 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Portfolio Bernstein Fund Inc | 18,850 | 2.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST | 18,846 | 2.7M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 17,383 | 2.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 17,299 | 2.7M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 18,446 | 2.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Meridian Growth Fund Meridian Fund Inc | 18,304 | 2.6M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 16,669 | 2.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 17,780 | 2.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Harbor Mid Cap Fund HARBOR FUNDS | 16,271 | 2.5M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 16,221 | 2.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Virtus KAR Small-Cap Value Series Virtus Variable Insurance Trust | 16,155 | 2.3M $ | 4.66 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 15,878 | 2.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 15,463 | 2.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 14,317 | 2.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 15,146 | 2.2M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Hilton Small-MidCap Opportunity ETF Tidal Trust II | 13,994 | 2.2M $ | 1.68 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 14,873 | 2.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 13,608 | 2.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 14,553 | 2.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VELA SMALL CAP FUND VELA Funds | 14,268 | 2M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 13,891 | 2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 11,863 | 1.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 12,506 | 1.9M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 12,439 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 13,375 | 1.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 11,998 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios | 12,811 | 1.8M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 12,703 | 1.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 11,715 | 1.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 11,500 | 1.8M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 10,755 | 1.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 12,246 | 1.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 11,320 | 1.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| AMG Renaissance Large Cap Growth Fund AMG Funds | 11,947 | 1.7M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 10,866 | 1.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 10,475 | 1.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 10,389 | 1.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| SFT Nomura Small Cap Growth Fund Securian Funds Trust | 11,033 | 1.6M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Mid-Cap ETF Virtus ETF Trust II | 10,085 | 1.6M $ | 3.55 % | as of Apr 30, 2026 · Original filing |
| Adasina Social Justice All Cap Global ETF Tidal Trust I | 9,388 | 1.5M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 10,398 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Alternative Fund JNL Series Trust | 10,347 | 1.5M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 10,338 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 9,478 | 1.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |