Funds holding IES Holdings Inc
291 funds declare a position · 82 ETFs and 209 other funds · 2.9B $ · US44951W1062
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 376,496 | 186.5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 258,470 | 166.5M $ | 2.40 % | as of Apr 30, 2026 · Original filing |
| First Trust RBA American Industrial Renaissance ETF First Trust Exchange-Traded Fund VI | 321,407 | 153.1M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 284,724 | 135.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Capital and Income Fund Fidelity Summer Street Trust | 194,700 | 125.4M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 194,136 | 125M $ | 2.48 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 177,605 | 114.4M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 221,139 | 105.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 206,760 | 98.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Leveraged Company Stock Fund Fidelity Securities Fund | 126,000 | 81.2M $ | 1.97 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 118,413 | 76.3M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 115,315 | 74.3M $ | 3.35 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 95,245 | 61.3M $ | 3.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 89,436 | 57.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds | 86,157 | 55.5M $ | 1.90 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 115,751 | 55.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 83,318 | 53.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Putnam Small Cap Growth Fund Putnam Funds Trust | 100,278 | 47.8M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 97,740 | 46.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Strategic Income Fund Fidelity Advisor Series II | 86,100 | 41M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 60,177 | 38.8M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 73,651 | 35.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 53,523 | 34.5M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 65,900 | 32.6M $ | 1.47 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 48,986 | 31.6M $ | 2.45 % | as of Apr 30, 2026 · Original filing |
| LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. | 43,441 | 28M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 49,100 | 24.3M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 36,830 | 23.7M $ | 1.83 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 36,300 | 23.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Capital and Income Fund Fidelity Advisor Series I | 36,100 | 23.3M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 35,354 | 22.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 45,889 | 22.7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 44,788 | 22.2M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 34,021 | 21.9M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 42,328 | 21M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 40,600 | 19.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 34,099 | 16.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 32,980 | 16.3M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 33,694 | 16.1M $ | 1.58 % | as of Mar 31, 2026 · Original filing |
| Thrivent Small-Mid Cap Equity ETF Thrivent ETF Trust | 30,438 | 14.5M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Infrastructure ETF iShares Trust | 30,340 | 14.5M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST | 30,000 | 14.3M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 28,186 | 13.4M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 27,897 | 13.3M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 20,200 | 13M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 19,788 | 12.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Royce Small-Cap Fund ROYCE FUND | 24,754 | 11.8M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| Fidelity Disciplined Equity Fund Fidelity Capital Trust | 18,100 | 11.7M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund | 17,300 | 11.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 16,492 | 10.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 16,100 | 10.4M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 14,500 | 9.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fundstrat Granny Shots US Small- & Mid-Cap ETF Tidal Trust III | 14,460 | 9.3M $ | 2.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 13,863 | 8.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 16,611 | 8.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 16,374 | 8.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| AdvisorShares Focused Equity ETF AdvisorShares Trust | 16,485 | 7.9M $ | 5.09 % | as of Mar 31, 2026 · Original filing |
| VictoryShares Free Cash Flow Growth ETF Victory Portfolios II | 15,163 | 7.2M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 14,812 | 7.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 10,841 | 7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Fidelity Blue Chip Growth ETF Fidelity Covington Trust | 10,688 | 6.9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 13,077 | 6.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Neuberger Small Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 12,893 | 6.4M $ | 1.31 % | as of Feb 28, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 13,308 | 6.3M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 9,548 | 6.1M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 12,000 | 5.9M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,926 | 5.7M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 11,606 | 5.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | 11,175 | 5.3M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| Vident U.S. Equity Strategy ETF ETF Series Solutions | 10,510 | 5.2M $ | 0.72 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 10,883 | 5.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 10,739 | 5.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 10,211 | 5.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 7,524 | 4.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Select Construction and Housing Portfolio Fidelity Select Portfolios | 9,600 | 4.8M $ | 0.63 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 9,389 | 4.7M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 7,195 | 4.6M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 9,463 | 4.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 6,821 | 4.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VIP Strategic Income Portfolio Variable Insurance Products Fund V | 9,100 | 4.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,550 | 4.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 8,379 | 4.2M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,279 | 4.1M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 7,690 | 3.8M $ | 0.08 % | as of Feb 27, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 5,816 | 3.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 7,108 | 3.4M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 6,640 | 3.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 5,096 | 3.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 6,872 | 3.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 6,672 | 3.2M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| YORKTOWN GROWTH FUND American Pension Investors Trust | 4,570 | 2.9M $ | 2.43 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 4,544 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,060 | 2.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Adaptive Alpha Opportunities ETF Starboard Investment Trust | 5,680 | 2.8M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 4,333 | 2.8M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 5,599 | 2.8M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 4,062 | 2.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 5,400 | 2.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 3,916 | 2.5M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 5,245 | 2.5M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 4,999 | 2.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 4,931 | 2.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 5,050 | 2.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 5,000 | 2.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 4,996 | 2.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 4,635 | 2.3M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 4,369 | 2.2M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 3,243 | 2.1M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 4,316 | 2.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 3,178 | 2M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 4,288 | 2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 4,217 | 2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 3,113 | 2M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 4,046 | 2M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 3,083 | 2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,025 | 1.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 2,814 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 3,801 | 1.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 3,633 | 1.8M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Avantis Total Equity Markets ETF American Century ETF Trust | 3,593 | 1.8M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,659 | 1.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 2,670 | 1.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 2,656 | 1.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 3,369 | 1.7M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,589 | 1.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,585 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 2,580 | 1.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 3,357 | 1.6M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 3,300 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 3,231 | 1.5M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 2,358 | 1.5M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,140 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 3,069 | 1.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 3,050 | 1.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 2,232 | 1.4M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 3,008 | 1.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Polen 5Perspectives Small Growth Fund FundVantage Trust | 2,151 | 1.4M $ | 2.26 % | as of Apr 30, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 2,855 | 1.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| ALPS Electrification Infrastructure ETF ALPS ETF TRUST | 2,707 | 1.3M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 2,693 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 1,979 | 1.3M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,978 | 1.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 2,664 | 1.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 2,550 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,762 | 1.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 2,330 | 1.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 2,271 | 1.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 1,990 | 985.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 1,441 | 928.1K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,933 | 921K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Cambria Value and Momentum ETF Cambria ETF Trust | 1,403 | 903.6K $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 1,323 | 852.1K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 1,779 | 847.6K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| ALPS Global Opportunity Fund FINANCIAL INVESTORS TRUST | 1,295 | 834.1K $ | 1.87 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 1,724 | 821.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 1,235 | 795.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Developing Growth Portfolio LORD ABBETT SERIES FUND INC | 1,651 | 786.7K $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 1,639 | 780.9K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value Fund American Century ETF Trust | 1,550 | 767.8K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | 1,589 | 757.1K $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| Clearwater Select Equity Fund Clearwater Investment Trust | 1,580 | 752.8K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Nationwide Renaissance Small Cap Growth Fund Nationwide Mutual Funds | 1,126 | 725.2K $ | 2.99 % | as of Apr 30, 2026 · Original filing |
| AQR Small Cap Momentum Style Fund AQR Funds | 1,507 | 718K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 1,397 | 665.6K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,340 | 663.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Putnam VT Small Cap Growth Fund Putnam Variable Trust | 1,380 | 657.5K $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| Barrons 400 ETF ALPS ETF TRUST | 1,293 | 640.5K $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 975 | 628K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 972 | 626K $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 1,310 | 624.2K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,299 | 618.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| YORKTOWN SMALL CAP FUND American Pension Investors Trust | 940 | 605.4K $ | 1.69 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 1,266 | 603.2K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,223 | 582.7K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 1,112 | 550.8K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,095 | 521.7K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,081 | 515.1K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 1,067 | 508.4K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,063 | 506.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,009 | 480.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 998 | 475.5K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 966 | 460.3K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 714 | 459.9K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 955 | 455K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 949 | 452.2K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 685 | 441.2K $ | 2.41 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 654 | 421.2K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 863 | 411.2K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Inspire 500 ETF Northern Lights Fund Trust IV | 814 | 403.2K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 609 | 392.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII | 784 | 388.4K $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Industrials Sector Fund JNL Series Trust | 811 | 386.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 582 | 374.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 750 | 371.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 568 | 365.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 755 | 359.7K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 750 | 357.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 715 | 354.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 686 | 326.9K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 652 | 323K $ | 0.01 % | as of Feb 28, 2026 · Original filing |