Funds holding Loar Holdings Inc
274 funds declare a position · 52 ETFs and 222 other funds · 1.8B $ · US53947R1059
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| American Funds Fundamental Investors American Funds Fundamental Investors | 2,870,001 | 164.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 1,993,322 | 141.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 1,840,381 | 105.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF SPDR SERIES TRUST | 1,711,156 | 98M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 1,523,302 | 87.3M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,350,144 | 77.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Wasatch Core Growth Fund WASATCH FUNDS TRUST | 1,015,422 | 58.2M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 972,497 | 55.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 881,215 | 50.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes Kaufmann Fund Federated Hermes Equity Funds | 885,800 | 49.7M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| New Perspective Fund New Perspective Fund | 832,968 | 47.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 823,746 | 47.2M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 799,000 | 45.8M $ | 2.80 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 659,846 | 37.8M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 629,100 | 35.3M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 550,000 | 31.5M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 543,151 | 31.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST | 484,986 | 27.8M $ | 2.30 % | as of Mar 31, 2026 · Original filing |
| Voya Small Cap Growth Fund Voya Equity Trust | 332,365 | 23.5M $ | 1.27 % | as of Feb 28, 2026 · Original filing |
| Invesco Aerospace & Defense ETF Invesco Exchange-Traded Fund Trust | 418,593 | 23.5M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Aerospace & Defense ETF iShares Trust | 404,393 | 23.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 396,461 | 22.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 302,557 | 21.4M $ | 1.75 % | as of Feb 28, 2026 · Original filing |
| Spyglass Growth Fund Manager Directed Portfolios | 343,272 | 19.7M $ | 2.35 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 328,054 | 18.8M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Artisan Small Cap Fund Artisan Partners Funds Inc. | 278,642 | 16M $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| Baron Global Opportunity Fund BARON SELECT FUNDS | 277,268 | 15.9M $ | 1.90 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 258,418 | 14.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I | 254,780 | 14.6M $ | 1.91 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 185,788 | 13.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| ALGER SMALL CAP FOCUS FUND ALGER FUNDS | 221,849 | 12.5M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 172,748 | 12.2M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 205,467 | 11.8M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 193,055 | 11.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Nationwide Geneva Small Cap Growth Fund Nationwide Mutual Funds | 190,658 | 10.7M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| First Trust Indxx Aerospace & Defense ETF First Trust Exchange-Traded Fund | 186,212 | 10.7M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| AMG TimesSquare Mid Cap Growth Fund AMG Funds | 186,198 | 10.7M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 175,454 | 9.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Wasatch Ultra Growth Fund WASATCH FUNDS TRUST | 167,976 | 9.6M $ | 2.39 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 164,290 | 9.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 158,783 | 9.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 157,961 | 8.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 119,541 | 8.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 137,478 | 7.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 126,117 | 7.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 125,921 | 7.2M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 95,658 | 6.8M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 115,984 | 6.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small Cap Growth Fund Goldman Sachs Trust | 91,062 | 6.4M $ | 1.52 % | as of Feb 28, 2026 · Original filing |
| Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 104,893 | 6M $ | 0.26 % | 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. | 100,050 | 5.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Growth Portfolio PACIFIC SELECT FUND | 98,008 | 5.6M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 94,600 | 5.3M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 92,623 | 5.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Osterweis Opportunity Fund Professionally Managed Portfolios | 92,560 | 5.3M $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| Nomura Small Cap Growth Fund IVY FUNDS | 92,377 | 5.3M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 66,354 | 4.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 63,690 | 4.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| ALGER WEATHERBIE SPECIALIZED GROWTH FUND ALGER FUNDS | 77,794 | 4.4M $ | 1.56 % | as of Apr 30, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 67,097 | 3.8M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 52,935 | 3.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds | 54,478 | 3.1M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 43,776 | 3.1M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 53,824 | 3.1M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 54,865 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | 49,017 | 2.8M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 48,112 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 47,093 | 2.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 37,498 | 2.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc | 46,184 | 2.6M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 44,968 | 2.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 42,926 | 2.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD SMALL COMPANY FUND HARTFORD MUTUAL FUNDS, INC | 39,279 | 2.2M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Putnam Sustainable Future Fund Putnam Investment Funds | 38,900 | 2.2M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| Fidelity Contrafund Fidelity Contrafund | 36,664 | 2.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 36,337 | 2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 33,273 | 1.9M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 32,792 | 1.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 32,784 | 1.9M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 33,139 | 1.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 31,706 | 1.8M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 31,645 | 1.8M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II | 30,566 | 1.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 30,975 | 1.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 30,267 | 1.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 28,610 | 1.6M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 27,975 | 1.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 25,634 | 1.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 20,600 | 1.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| HARTFORD SMALL COMPANY HLS FUND HARTFORD SERIES FUND INC | 25,411 | 1.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 25,393 | 1.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 24,641 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,873 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ALGER SMALL CAP GROWTH FUND ALGER FUNDS | 24,287 | 1.4M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 23,648 | 1.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 23,337 | 1.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 22,755 | 1.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 22,640 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | 21,691 | 1.2M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 21,598 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Baron Technology ETF Baron ETF Trust | 21,565 | 1.2M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 21,175 | 1.2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 20,291 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS | 20,273 | 1.2M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| AMG TimesSquare Small Cap Growth Fund AMG Funds | 20,006 | 1.1M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 15,863 | 1.1M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 19,573 | 1.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| GRANDEUR PEAK GLOBAL STALWARTS FUND Grandeur Peak Global Trust | 19,885 | 1.1M $ | 1.29 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 19,440 | 1.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 19,397 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series | 18,702 | 1.1M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 18,574 | 1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 17,847 | 1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 17,814 | 1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nomura VIP Small Cap Growth Series Ivy Variable Insurance Portfolios | 17,371 | 995.2K $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 17,523 | 983.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Small Cap Stock Trust John Hancock Variable Insurance Trust | 16,331 | 935.6K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 15,835 | 907.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 15,652 | 896.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Alger Small Cap Growth Portfolio ALGER PORTFOLIOS | 15,578 | 892.5K $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 15,645 | 878K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 15,100 | 865.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| SFT Nomura Small Cap Growth Fund Securian Funds Trust | 14,804 | 848.1K $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 14,768 | 828.8K $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 14,212 | 814.2K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 13,508 | 758.1K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST | 13,069 | 748.7K $ | 2.10 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 13,058 | 748.1K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 10,394 | 735.8K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 12,463 | 699.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 12,371 | 694.3K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Baron SMID Cap ETF Baron ETF Trust | 11,670 | 668.6K $ | 2.56 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 11,657 | 667.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 11,266 | 645.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Penn Series SMID Cap Growth Fund Penn Series Funds Inc | 11,115 | 636.8K $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 11,330 | 635.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 10,879 | 610.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Industrials ETF iShares Trust | 10,772 | 604.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 10,529 | 603.2K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 10,304 | 590.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 9,550 | 547.1K $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 9,655 | 541.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust | 9,230 | 528.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 9,335 | 523.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 7,335 | 519.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ALGER SMALL CAP GROWTH INSTITUTIONAL FUND ALGER INSTITUTIONAL FUNDS | 8,650 | 485.4K $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 8,647 | 485.3K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,414 | 482K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 8,474 | 475.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Capital Group U.S. Large Growth ETF Capital Group Equity ETF Trust I | 6,715 | 475.4K $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 8,073 | 453.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,400 | 453.1K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Contrafund K6 Fidelity Contrafund | 7,755 | 444.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Aerospace & Defense Bull 3X Shares Direxion Shares ETF Trust | 7,751 | 435K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 7,730 | 433.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 7,283 | 417.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust | 7,145 | 409.3K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 7,259 | 407.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 7,221 | 405.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| GRANDEUR PEAK US STALWARTS FUND Grandeur Peak Global Trust | 6,763 | 379.5K $ | 2.15 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 6,558 | 368K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Wasatch U.S. Select Fund WASATCH FUNDS TRUST | 6,196 | 355K $ | 2.20 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 6,157 | 352.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 6,000 | 343.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 4,807 | 340.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 5,802 | 325.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,639 | 316.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 5,393 | 302.7K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| LVIP Blended Large Cap Growth Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,185 | 297K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Inspire 500 ETF Northern Lights Fund Trust IV | 4,091 | 289.6K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,994 | 280.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Alger Dynamic Opportunities Fund ALGER FUNDS II | 4,862 | 272.9K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,726 | 270.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 4,743 | 266.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 4,413 | 252.8K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,484 | 246.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Wasatch Global Select Fund WASATCH FUNDS TRUST | 4,187 | 239.9K $ | 2.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 3,280 | 232.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 3,819 | 218.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,518 | 201.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 3,452 | 197.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 3,446 | 197.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds | 3,324 | 190.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 2,653 | 187.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Diversified Fund JPMorgan Trust I | 3,262 | 186.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 3,294 | 184.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 2,536 | 179.5K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 3,145 | 176.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 3,090 | 173.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | 2,967 | 170K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 2,957 | 169.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 2,956 | 165.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,198 | 155.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 2,516 | 144.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 2,344 | 134.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 1,860 | 131.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Industrials Sector Fund JNL Series Trust | 2,289 | 131.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 2,201 | 126.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,734 | 122.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 2,129 | 122K $ | 0.02 % | as of Mar 31, 2026 · Original filing |