Funds holding Jefferies Financial Group Inc
388 funds declare a position · 96 ETFs and 292 other funds · 2B $ · US47233W1099
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 | 5,474,612 | 225.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,597,502 | 189.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,333,858 | 137.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| FPA Crescent Fund Investment Managers Series Trust III | 2,277,248 | 94M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,122,939 | 87.6M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,846,443 | 76.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Baron Focused Growth Fund BARON SELECT FUNDS | 1,500,700 | 61.9M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 1,204,308 | 49.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 868,623 | 38.6M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 839,964 | 34.7M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 808,553 | 33.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 743,385 | 33M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 602,994 | 29.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 588,054 | 28.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 567,136 | 27.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 625,114 | 25.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Nuveen Mid Cap Value Fund TIAA-CREF Funds | 508,057 | 24.5M $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 585,619 | 24.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 563,250 | 23.2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 463,962 | 22.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 445,594 | 19.8M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 384,643 | 18.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 401,900 | 17.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 363,688 | 17.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 335,621 | 16.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 308,928 | 14.9M $ | 1.39 % | as of Apr 30, 2026 · Original filing |
| Fidelity Dividend Growth Fund Fidelity Securities Fund | 292,600 | 14.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 338,980 | 14M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 308,676 | 13.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 279,885 | 13.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 268,556 | 11.9M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 262,400 | 11.7M $ | 1.18 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 258,579 | 11.5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 251,210 | 11.2M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 265,533 | 11M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 244,965 | 10.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 263,537 | 10.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| GoodHaven Fund GoodHaven Funds Trust | 242,512 | 10.8M $ | 4.18 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 254,340 | 10.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Fidelity Capital Appreciation Fund Fidelity Capital Trust | 215,861 | 10.4M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 250,907 | 10.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 197,519 | 8.8M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 179,022 | 8.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 205,687 | 8.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 197,226 | 8.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 181,096 | 8M $ | 0.18 % | as of Feb 27, 2026 · Original filing |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 180,930 | 8M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 168,537 | 7.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Mid Cap Growth Fund Goldman Sachs Trust | 167,165 | 7.4M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 162,849 | 7.2M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 147,317 | 7.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 171,706 | 7.1M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 166,846 | 6.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 166,402 | 6.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 161,728 | 6.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 132,876 | 6.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 154,029 | 6.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 135,950 | 6M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 138,696 | 5.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 118,520 | 5.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 127,936 | 5.7M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 135,537 | 5.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. | 113,887 | 5.5M $ | 1.52 % | as of Apr 30, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 121,687 | 5.4M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 125,251 | 5.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| AB EQUITY INCOME FUND INC AB EQUITY INCOME FUND INC | 113,440 | 5M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| Putnam Core Equity Fund Putnam Funds Trust | 101,573 | 4.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 108,514 | 4.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Moerus Worldwide Value Fund Northern Lights Fund Trust IV | 107,769 | 4.8M $ | 1.70 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 96,722 | 4.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 111,707 | 4.6M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 93,649 | 4.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 108,740 | 4.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 104,142 | 4.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 96,390 | 4.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 88,182 | 4.3M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 85,515 | 4.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 92,556 | 4.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 85,149 | 4.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 87,638 | 3.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 93,322 | 3.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 74,876 | 3.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| State Farm Growth Fund Advisers Investment Trust | 86,700 | 3.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 86,386 | 3.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AB Large Cap Value Fund AB TRUST | 76,508 | 3.4M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 81,375 | 3.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 73,740 | 3.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 66,876 | 3.2M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 76,894 | 3.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 76,177 | 3.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 64,675 | 3.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 63,257 | 3.1M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust | 67,505 | 3M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 67,355 | 3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 67,351 | 3M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 71,600 | 3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust | 71,347 | 2.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 65,556 | 2.9M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | 69,382 | 2.9M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 68,597 | 2.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 58,140 | 2.8M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 57,742 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| AB Select US Long/Short Portfolio AB CAP FUND, INC. | 67,181 | 2.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 61,843 | 2.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| SWP Growth & Income ETF Manager Directed Portfolios | 60,596 | 2.7M $ | 1.85 % | as of Feb 28, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 55,414 | 2.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 64,483 | 2.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 53,383 | 2.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 62,334 | 2.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 53,118 | 2.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 61,658 | 2.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 51,551 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 58,734 | 2.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 58,726 | 2.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 57,856 | 2.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 49,347 | 2.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 56,116 | 2.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 47,268 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 47,044 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 46,413 | 2.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 53,619 | 2.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Large Cap Value Fund Goldman Sachs Trust | 49,479 | 2.2M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 45,111 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 47,181 | 2.1M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Private Capital Management Value Fund FundVantage Trust | 41,620 | 2M $ | 2.94 % | as of Apr 30, 2026 · Original filing |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 48,567 | 2M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 48,376 | 2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 41,165 | 2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 40,953 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 40,675 | 2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 40,506 | 2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds | 39,310 | 1.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 45,719 | 1.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 44,700 | 1.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 41,326 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AB Select US Equity Portfolio AB CAP FUND, INC. | 40,705 | 1.7M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 40,497 | 1.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 40,237 | 1.7M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 39,690 | 1.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 39,267 | 1.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan High Dividend Stock ETF Timothy Plan | 37,796 | 1.6M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 32,340 | 1.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 32,025 | 1.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 37,266 | 1.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 37,255 | 1.5M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| AB CORE OPPORTUNITIES FUND, INC. AB CORE OPPORTUNITIES FUND, INC. | 33,881 | 1.5M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 36,176 | 1.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 29,420 | 1.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 34,137 | 1.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 29,204 | 1.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust | 31,208 | 1.4M $ | 0.97 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 33,225 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust | 27,568 | 1.3M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| AQR Multi-Asset Fund AQR Funds | 31,989 | 1.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 26,827 | 1.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series | 26,691 | 1.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 30,462 | 1.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 26,070 | 1.3M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 25,263 | 1.2M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| BARRETT OPPORTUNITY FUND Segall Bryant & Hamill Trust | 29,064 | 1.2M $ | 5.50 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 24,869 | 1.2M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 24,430 | 1.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 28,465 | 1.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 24,349 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Intrepid Capital Fund Intrepid Capital Management Funds Trust | 28,188 | 1.2M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 23,995 | 1.2M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 25,610 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 23,323 | 1.1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 27,025 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Alternative Fund JNL Series Trust | 26,610 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 26,304 | 1.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Voya MI Dynamic SMID Cap Fund Voya Equity Trust | 24,300 | 1.1M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 26,110 | 1.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 26,075 | 1.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 22,279 | 1.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 22,062 | 1.1M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 21,404 | 1M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 22,800 | 1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 24,488 | 1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 20,436 | 985.4K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Blue Chip Investor Fund BLUE CHIP INVESTOR FUNDS | 23,600 | 974K $ | 2.26 % | as of Mar 31, 2026 · Original filing |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 23,564 | 972.5K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 19,556 | 943K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| AB US High Dividend ETF AB Active ETFs, Inc. | 20,732 | 920.5K $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes SDG Engagement Equity Fund Federated Hermes Adviser Series | 18,961 | 914.3K $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 18,846 | 908.8K $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 18,830 | 908K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 20,221 | 897.8K $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 21,734 | 897K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 21,621 | 892.3K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 19,896 | 883.4K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 18,169 | 876.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 20,169 | 832.4K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| NVIT Jacobs Levy Large Cap Core Fund Nationwide Variable Insurance Trust | 20,142 | 831.3K $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| The Gabelli Asset Fund Gabelli Asset Fund | 20,000 | 825.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Inspire 500 ETF Northern Lights Fund Trust IV | 18,322 | 813.5K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 19,663 | 811.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 19,593 | 808.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 19,258 | 794.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 19,239 | 794K $ | 0.02 % | as of Mar 31, 2026 · Original filing |