Funds holding Lazard Inc
305 funds declare a position · 71 ETFs and 234 other funds · 2.2B $ · US52110M1099
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | 4,793,130 | 203.6M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,519,357 | 149.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 2,884,620 | 139.9M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 2,386,247 | 115.7M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,575,928 | 109.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 2,182,474 | 92.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Ariel Fund Ariel Investment Trust | 2,169,428 | 92.2M $ | 3.60 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,451,758 | 73.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,640,526 | 69.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) | 1,260,985 | 61.2M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| Victory Sycamore Small Company Opportunity Fund Victory Portfolios | 1,265,000 | 53.7M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,256,713 | 53.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Equity Dividend Income Fund Fidelity Financial Trust | 693,800 | 35.1M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Value Fund Fidelity Securities Fund | 719,795 | 34.9M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 678,343 | 32.9M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 593,452 | 30M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Mid Cap Value Fund JANUS INVESTMENT FUND | 688,499 | 29.2M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 547,489 | 27.7M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 559,544 | 27.1M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 508,366 | 24.7M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| SmallCap Fund Principal Funds, Inc | 491,900 | 23.9M $ | 1.13 % | as of Apr 30, 2026 · Original filing |
| VOYA LARGE CAP VALUE FUND Voya Equity Trust | 461,661 | 23.4M $ | 1.44 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 479,022 | 23.2M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| Ariel Appreciation Fund Ariel Investment Trust | 541,863 | 23M $ | 2.63 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 407,074 | 19.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Mid Value Fund John Hancock Funds II | 372,919 | 18.9M $ | 1.43 % | as of Feb 28, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 362,404 | 17.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Royce Premier Fund ROYCE FUND | 391,377 | 16.6M $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 340,743 | 16.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 340,603 | 16.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND | 369,875 | 15.7M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 304,380 | 15.4M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 354,810 | 15.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 298,121 | 12.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 247,592 | 12.5M $ | 1.28 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 242,591 | 12.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Global Small Capitalization Fund AMERICAN FUNDS INSURANCE SERIES | 274,252 | 11.7M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Global Shareholder Yield Fund John Hancock Funds III | 252,913 | 10.7M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 212,296 | 10.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 217,074 | 10.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST | 220,500 | 9.4M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Mid Value Trust John Hancock Variable Insurance Trust | 213,413 | 9.1M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 186,787 | 9.1M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 204,357 | 8.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 167,215 | 8.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 166,800 | 8.4M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 159,509 | 8.1M $ | 0.67 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 157,735 | 8M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 161,800 | 7.8M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 182,954 | 7.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 182,607 | 7.8M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 157,652 | 7.6M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| Columbia Select Small Cap Value Fund Columbia Funds Series Trust II | 146,648 | 7.4M $ | 1.86 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 149,019 | 7.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 169,173 | 7.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 145,720 | 7.1M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 144,889 | 7M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| Invenomic Fund NORTHERN LIGHTS FUND TRUST II | 137,892 | 6.7M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust | 132,053 | 6.7M $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 152,583 | 6.5M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 150,512 | 6.4M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 148,548 | 6.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 143,479 | 6.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 139,200 | 5.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Fund ROYCE FUND | 139,049 | 5.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 138,312 | 5.9M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 120,224 | 5.8M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| NYLI Epoch Global Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 113,941 | 5.5M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 119,653 | 5.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| CRAWFORD SMALL CAP DIVIDEND FUND Unified Series Trust | 119,281 | 5.1M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 119,129 | 5.1M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 106,082 | 4.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| NYLI Income Builder Fund NEW YORK LIFE INVESTMENTS FUNDS | 90,334 | 4.4M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 82,401 | 4.2M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| Optimum Large Cap Growth Fund Optimum Fund Trust | 90,645 | 3.9M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 76,486 | 3.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 75,030 | 3.6M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 70,207 | 3.6M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 65,898 | 3.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 68,071 | 3.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 77,100 | 3.3M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 66,232 | 3.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 65,468 | 3.2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 72,889 | 3.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 71,892 | 3.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 60,051 | 2.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 58,741 | 2.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 65,435 | 2.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 57,080 | 2.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 64,272 | 2.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 62,851 | 2.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 50,936 | 2.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 50,713 | 2.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 48,581 | 2.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 53,943 | 2.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 43,301 | 2.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | 51,536 | 2.2M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Income Builder Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 47,583 | 2M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 45,699 | 1.9M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 45,627 | 1.9M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 39,696 | 1.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 44,249 | 1.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| SmallCap Account Principal Variable Contract Funds, Inc | 44,100 | 1.9M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 38,332 | 1.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small Cap Growth TRANSAMERICA FUNDS | 37,610 | 1.8M $ | 2.31 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 37,383 | 1.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 36,959 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 36,867 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 41,310 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Mid Cap Value Portfolio JANUS ASPEN SERIES | 40,684 | 1.7M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 39,512 | 1.7M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 38,687 | 1.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 33,648 | 1.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND | 33,490 | 1.6M $ | 2.33 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II | 36,745 | 1.6M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 31,742 | 1.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 29,630 | 1.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 30,780 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 29,359 | 1.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 34,828 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 30,113 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 33,463 | 1.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 32,602 | 1.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| ICON EQUITY FUND SCM Trust | 31,600 | 1.3M $ | 2.85 % | as of Mar 31, 2026 · Original filing |
| Penn Series Mid Cap Value Fund Penn Series Funds Inc | 30,365 | 1.3M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 30,239 | 1.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Callodine Equity Income Series Manning & Napier Fund, Inc. | 30,000 | 1.3M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 25,961 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Core Equity (IU) Fund Franklin Fund Allocator Series | 25,917 | 1.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 25,422 | 1.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 25,367 | 1.2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 25,149 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust | 27,313 | 1.2M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND | 23,710 | 1.1M $ | 2.54 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 22,551 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Hunter Small Cap Value Fund Two Roads Shared Trust | 23,005 | 1.1M $ | 1.79 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 21,515 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Small-Mid Cap Value Fund JANUS INVESTMENT FUND | 25,066 | 1.1M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 24,876 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 21,366 | 1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| ICON EQUITY INCOME FUND SCM Trust | 23,643 | 1M $ | 2.32 % | as of Mar 31, 2026 · Original filing |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 23,557 | 1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| GuideMark Large Cap Core Fund GPS Funds I | 23,230 | 986.8K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 20,199 | 979.7K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 21,777 | 925.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 21,745 | 923.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 18,869 | 915.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 21,055 | 894.4K $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Systematic Core Fund VALIC Co I | 17,228 | 871.7K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 17,585 | 852.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 20,044 | 851.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Systematic Growth Fund VALIC Co I | 16,720 | 846K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust | 16,539 | 836.9K $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 17,138 | 831.2K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 19,532 | 829.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 16,933 | 821.3K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 18,495 | 785.7K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 16,061 | 779K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 15,273 | 772.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 17,784 | 755.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 15,265 | 740.4K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| One Global ETF NORTHERN LIGHTS FUND TRUST II | 14,423 | 729.8K $ | 0.79 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 17,109 | 726.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 13,931 | 704.9K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust | 16,033 | 681.1K $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 15,491 | 658.1K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 13,500 | 654.8K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Hedged Equity Income Fund Cavanal Hill Funds | 12,500 | 632.5K $ | 1.96 % | as of Feb 28, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,960 | 628.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 12,388 | 600.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 12,602 | 535.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Income Equity Fund Northern Funds | 12,521 | 531.9K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 12,504 | 531.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 10,843 | 525.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| DWS Small Mid Cap Growth VIP DEUTSCHE DWS VARIABLE SERIES II | 12,317 | 523.2K $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 10,552 | 511.8K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 10,374 | 503.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Ranger Small Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 10,255 | 497.4K $ | 2.30 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 11,139 | 473.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 9,244 | 467.7K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 10,276 | 436.5K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 8,576 | 433.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 9,824 | 417.3K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 9,800 | 416.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 7,611 | 385.1K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 7,541 | 381.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Infrastructure Capital Small Cap Income ETF Series Portfolios Trust | 7,391 | 374K $ | 1.93 % | as of Feb 28, 2026 · Original filing |
| Schwab Ariel Opportunities ETF SCHWAB STRATEGIC TRUST | 7,992 | 339.5K $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,690 | 326.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7,583 | 322.1K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 7,564 | 321.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 6,339 | 320.8K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Small Cap Special Values Fund VALIC Co I | 6,300 | 318.8K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 7,446 | 316.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 7,229 | 307.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 6,306 | 305.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend ETF iShares Trust | 6,092 | 295.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 6,742 | 286.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 6,602 | 280.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 6,059 | 257.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |