Titelia

Funds holding National Bank Holdings Corp

268 funds declare a position · 63 ETFs and 205 other funds · 771.6M $ · US6337071046

Funds report on different dates: each line carries its own. The 200 largest lines are shown.

FundSharesValue (USD)Weight
iShares Core S&P Small-Cap ETF iShares Trust 2,271,49989M $0.10 %as of Mar 31, 2026 · Original filing
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,301,45751M $0.00 %as of Mar 31, 2026 · Original filing
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 933,36336.6M $0.02 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 927,95836.3M $0.05 %as of Mar 31, 2026 · Original filing
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 617,54024.2M $0.26 %as of Mar 31, 2026 · Original filing
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 594,99023.3M $0.04 %as of Mar 31, 2026 · Original filing
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 505,78421.6M $0.56 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 549,16321.5M $0.58 %as of Mar 31, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 501,93719.7M $0.02 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 374,60816M $0.05 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 406,75915.9M $0.11 %as of Mar 31, 2026 · Original filing
iShares S&P Small-Cap 600 Value ETF iShares Trust 365,49814.3M $0.19 %as of Mar 31, 2026 · Original filing
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 364,13114.3M $1.52 %as of Mar 31, 2026 · Original filing
William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS 362,13014.2M $1.43 %as of Mar 31, 2026 · Original filing
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 319,61813.6M $0.07 %as of Apr 30, 2026 · Original filing
WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust 318,23713.6M $1.49 %as of Apr 30, 2026 · Original filing
iShares Russell 2000 Value ETF iShares Trust 326,24512.8M $0.10 %as of Mar 31, 2026 · Original filing
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 296,73112.7M $0.08 %as of Apr 30, 2026 · Original filing
Avantis U.S. Small Cap Value ETF American Century ETF Trust 286,00711.4M $0.05 %as of Feb 28, 2026 · Original filing
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 253,08310.8M $0.01 %as of Apr 30, 2026 · Original filing
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 251,80010.8M $0.28 %as of Apr 30, 2026 · Original filing
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 262,69310.3M $0.11 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 238,49510.2M $0.07 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 234,2429.2M $0.23 %as of Mar 31, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 192,2038.2M $0.11 %as of Apr 30, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 200,0868M $0.02 %as of Feb 28, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 184,6307.9M $0.04 %as of Apr 30, 2026 · Original filing
Dimensional US Small Cap Value ETF Dimensional ETF Trust 182,4467.8M $0.10 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 187,8247.5M $0.05 %as of Feb 28, 2026 · Original filing
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 184,5097.4M $0.04 %as of Feb 28, 2026 · Original filing
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 156,1536.7M $0.26 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 149,1766.4M $0.05 %as of Apr 30, 2026 · Original filing
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 161,8516.3M $1.59 %as of Mar 31, 2026 · Original filing
SBH SMALL CAP VALUE FUND Segall Bryant & Hamill Trust 161,0496.3M $1.63 %as of Mar 31, 2026 · Original filing
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 143,5866.1M $0.07 %as of Apr 30, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 129,3095.2M $0.10 %as of Feb 28, 2026 · Original filing
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 126,5955M $0.00 %as of Mar 31, 2026 · Original filing
LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 126,2654.9M $1.31 %as of Mar 31, 2026 · Original filing
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 114,1414.6M $0.00 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 93,7824M $0.01 %as of Apr 30, 2026 · Original filing
Mid Cap Value Fund VALIC Co I 89,1393.6M $0.56 %as of Feb 28, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 83,3573.6M $0.05 %as of Apr 30, 2026 · Original filing
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 88,8063.6M $0.04 %as of Feb 28, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 83,1943.3M $0.19 %as of Feb 28, 2026 · Original filing
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 77,8703.3M $0.35 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 76,2013.3M $0.01 %as of Apr 30, 2026 · Original filing
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 72,2333.1M $0.15 %as of Apr 30, 2026 · Original filing
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust 76,2633M $1.50 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 68,1362.9M $0.01 %as of Apr 30, 2026 · Original filing
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 74,1372.9M $0.19 %as of Mar 31, 2026 · Original filing
Timothy Plan Small Cap Value Fund TIMOTHY PLAN 73,8992.9M $1.75 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 71,3872.9M $0.12 %as of Feb 28, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 69,8372.8M $0.00 %as of Feb 28, 2026 · Original filing
JNL Small Cap Index Fund JNL Series Trust 70,0922.7M $0.11 %as of Mar 31, 2026 · Original filing
Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust 64,7112.5M $1.72 %as of Mar 31, 2026 · Original filing
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 63,2702.5M $0.02 %as of Feb 28, 2026 · Original filing
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 64,5832.5M $0.35 %as of Mar 31, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 61,9842.4M $0.05 %as of Mar 31, 2026 · Original filing
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 60,6022.4M $0.32 %as of Feb 28, 2026 · Original filing
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 60,1992.4M $0.09 %as of Feb 28, 2026 · Original filing
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 60,6562.4M $1.05 %as of Mar 31, 2026 · Original filing
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 58,1732.3M $0.19 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 58,1262.3M $0.12 %as of Mar 31, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 54,8252.2M $0.00 %as of Feb 28, 2026 · Original filing
BlackRock Advantage Small Cap Core Fund BlackRock Funds 53,5372.1M $0.05 %as of Feb 27, 2026 · Original filing
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 54,5732.1M $0.37 %as of Mar 31, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 47,7962M $0.07 %as of Apr 30, 2026 · Original filing
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 46,9072M $0.40 %as of Apr 30, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 46,7272M $0.05 %as of Apr 30, 2026 · Original filing
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 46,9271.8M $0.10 %as of Mar 31, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 45,2851.8M $0.00 %as of Mar 31, 2026 · Original filing
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 44,8751.8M $0.04 %as of Mar 31, 2026 · Original filing
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 43,0841.7M $0.72 %as of Feb 28, 2026 · Original filing
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 42,4481.7M $0.07 %as of Mar 31, 2026 · Original filing
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 40,6891.6M $1.39 %as of Mar 31, 2026 · Original filing
SmallCap S&P 600 Index Fund Principal Funds, Inc 35,4111.5M $0.11 %as of Apr 30, 2026 · Original filing
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 35,3611.5M $0.12 %as of Apr 30, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 38,5101.5M $0.04 %as of Mar 31, 2026 · Original filing
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 38,4191.5M $0.11 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 33,0441.4M $0.01 %as of Apr 30, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 30,7521.3M $0.02 %as of Apr 30, 2026 · Original filing
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 32,4701.3M $0.12 %as of Mar 31, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 29,0311.2M $0.00 %as of Apr 30, 2026 · Original filing
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 30,0721.2M $0.11 %as of Mar 31, 2026 · Original filing
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 29,5321.2M $0.39 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 27,8921.1M $0.10 %as of Feb 28, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 25,6791.1M $0.00 %as of Apr 30, 2026 · Original filing
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 27,7961.1M $1.53 %as of Mar 31, 2026 · Original filing
JPMorgan Small Cap Value Fund JPMorgan Trust II 27,4591.1M $0.09 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. High Dividend Fund WisdomTree Trust 26,4141M $0.07 %as of Mar 31, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 25,9521M $0.05 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 23,115987K $0.00 %as of Apr 30, 2026 · Original filing
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 22,454958.8K $0.04 %as of Apr 30, 2026 · Original filing
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 24,361954K $0.20 %as of Mar 31, 2026 · Original filing
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 22,270950.9K $0.11 %as of Apr 30, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 23,393916.1K $0.00 %as of Mar 31, 2026 · Original filing
Column Small Cap Fund Trust for Professional Managers 22,894915.5K $0.18 %as of Feb 28, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 23,100904.6K $0.06 %as of Mar 31, 2026 · Original filing
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 22,537882.5K $0.20 %as of Mar 31, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 20,859834.2K $0.00 %as of Feb 28, 2026 · Original filing
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 20,674809.6K $0.39 %as of Mar 31, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 19,837776.8K $0.00 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 19,799775.3K $0.29 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 17,240736.1K $0.00 %as of Apr 30, 2026 · Original filing
Dunham Small Cap Value Fund Dunham Funds 17,062728.5K $0.77 %as of Apr 30, 2026 · Original filing
iMGP Small Company Fund LITMAN GREGORY FUNDS TRUST 18,578727.5K $1.46 %as of Mar 31, 2026 · Original filing
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 16,922722.6K $0.11 %as of Apr 30, 2026 · Original filing
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 17,788711.3K $0.28 %as of Feb 28, 2026 · Original filing
WisdomTree U.S. SmallCap Fund WisdomTree Trust 18,049706.8K $0.11 %as of Mar 31, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 16,398700.2K $0.05 %as of Apr 30, 2026 · Original filing
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 16,033684.6K $0.09 %as of Apr 30, 2026 · Original filing
Small Cap Index Fund Northern Funds 17,256675.7K $0.05 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 15,769673.3K $0.03 %as of Apr 30, 2026 · Original filing
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 16,655666K $0.04 %as of Feb 28, 2026 · Original filing
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 16,613664.4K $0.10 %as of Feb 28, 2026 · Original filing
iShares US Small Cap Value Factor ETF iShares Trust 16,717654.6K $0.39 %as of Mar 31, 2026 · Original filing
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 16,647651.9K $0.01 %as of Mar 31, 2026 · Original filing
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 15,778617.9K $0.11 %as of Mar 31, 2026 · Original filing
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 15,418603.8K $0.11 %as of Mar 31, 2026 · Original filing
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 15,009587.8K $0.31 %as of Mar 31, 2026 · Original filing
SMALL CAP EQUITY FUND GuideStone Funds 14,887583K $0.07 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 14,568582.6K $0.01 %as of Feb 28, 2026 · Original filing
Small Cap Index Fund VALIC Co I 14,375574.9K $0.05 %as of Feb 28, 2026 · Original filing
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 14,603571.9K $0.02 %as of Mar 31, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 14,100552.2K $0.03 %as of Mar 31, 2026 · Original filing
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 13,645545.7K $0.07 %as of Feb 28, 2026 · Original filing
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,704542.5K $0.06 %as of Apr 30, 2026 · Original filing
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 13,460527.1K $0.01 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 12,017513.1K $0.00 %as of Apr 30, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 12,848503.1K $0.02 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,660497.9K $0.01 %as of Apr 30, 2026 · Original filing
WPG Partners Small Cap Value Diversified Fund RBB Fund, Inc. 12,251489.9K $1.38 %as of Feb 28, 2026 · Original filing
Small Company Value Trust John Hancock Variable Insurance Trust 12,065472.5K $0.37 %as of Mar 31, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 12,021470.7K $0.05 %as of Mar 31, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 11,891465.7K $0.05 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Value Fund American Century ETF Trust 11,640465.5K $0.03 %as of Feb 28, 2026 · Original filing
Small-Cap Value Portfolio PACIFIC SELECT FUND 10,774421.9K $0.11 %as of Mar 31, 2026 · Original filing
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 9,664412.7K $0.02 %as of Apr 30, 2026 · Original filing
JPMorgan U.S. Small Company Fund JPMorgan Trust I 10,532412.4K $0.05 %as of Mar 31, 2026 · Original filing
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 10,010392K $0.01 %as of Mar 31, 2026 · Original filing
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 9,921388.5K $0.09 %as of Mar 31, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 9,672378.8K $0.05 %as of Mar 31, 2026 · Original filing
iShares Morningstar Small-Cap Value ETF iShares Trust 8,724372.5K $0.06 %as of Apr 30, 2026 · Original filing
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,544364.8K $0.06 %as of Apr 30, 2026 · Original filing
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 9,262362.7K $0.01 %as of Mar 31, 2026 · Original filing
Paradigm Value Fund PARADIGM FUNDS 9,000352.4K $0.78 %as of Mar 31, 2026 · Original filing
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,984351.8K $0.04 %as of Mar 31, 2026 · Original filing
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 8,162348.5K $0.02 %as of Apr 30, 2026 · Original filing
Dimensional US Vector Equity ETF Dimensional ETF Trust 7,879336.4K $0.08 %as of Apr 30, 2026 · Original filing
Diversified Equity Master Portfolio Master Investment Portfolio 8,578335.9K $0.01 %as of Mar 31, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 8,169319.9K $0.00 %as of Mar 31, 2026 · Original filing
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 8,006313.5K $0.06 %as of Mar 31, 2026 · Original filing
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 7,753310K $0.03 %as of Feb 28, 2026 · Original filing
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 7,473292.6K $0.05 %as of Mar 31, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 7,428290.9K $0.04 %as of Mar 31, 2026 · Original filing
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 7,377288.9K $0.09 %as of Mar 31, 2026 · Original filing
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 6,758288.6K $0.07 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 7,170280.8K $0.00 %as of Mar 31, 2026 · Original filing
Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust 7,041275.7K $1.26 %as of Mar 31, 2026 · Original filing
Small Cap Index Trust John Hancock Variable Insurance Trust 6,714262.9K $0.05 %as of Mar 31, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,400255.9K $0.02 %as of Feb 28, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 5,673242.2K $0.02 %as of Apr 30, 2026 · Original filing
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 5,587238.6K $0.01 %as of Apr 30, 2026 · Original filing
Small Cap Value Fund VALIC Co I 5,955238.1K $0.09 %as of Feb 28, 2026 · Original filing
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 5,856234.2K $0.10 %as of Feb 28, 2026 · Original filing
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,441232.3K $0.13 %as of Apr 30, 2026 · Original filing
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,333213.3K $0.08 %as of Feb 28, 2026 · Original filing
1290 VT Small Cap Value Portfolio EQ Advisors Trust 5,446213.3K $0.05 %as of Mar 31, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 5,432212.7K $0.01 %as of Mar 31, 2026 · Original filing
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 5,311208K $0.05 %as of Mar 31, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,848207K $0.01 %as of Apr 30, 2026 · Original filing
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 5,264206.1K $0.28 %as of Mar 31, 2026 · Original filing
Victory Extended Market Index Fund Victory Portfolios III 4,755203K $0.03 %as of Apr 30, 2026 · Original filing
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 5,156201.9K $0.11 %as of Mar 31, 2026 · Original filing
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 4,181178.5K $0.05 %as of Apr 30, 2026 · Original filing
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,544177.9K $0.05 %as of Mar 31, 2026 · Original filing
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 4,514176.8K $0.05 %as of Mar 31, 2026 · Original filing
Small Cap Core Fund Northern Funds 4,221165.3K $0.05 %as of Mar 31, 2026 · Original filing
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 4,212164.9K $0.05 %as of Mar 31, 2026 · Original filing
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 4,052158.7K $0.02 %as of Mar 31, 2026 · Original filing
Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds 4,009157K $0.32 %as of Mar 31, 2026 · Original filing
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 3,719145.6K $0.04 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 3,488136.6K $0.01 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 3,395135.8K $0.11 %as of Feb 28, 2026 · Original filing
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 3,450135.1K $0.11 %as of Mar 31, 2026 · Original filing
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 3,376132.2K $0.04 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,351131.2K $0.01 %as of Mar 31, 2026 · Original filing
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 3,270128.1K $0.06 %as of Mar 31, 2026 · Original filing
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,973126.9K $0.05 %as of Apr 30, 2026 · Original filing
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 3,185124.7K $0.10 %as of Mar 31, 2026 · Original filing
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 3,168124.1K $0.05 %as of Mar 31, 2026 · Original filing
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 3,153123.5K $0.07 %as of Mar 31, 2026 · Original filing
iShares MSCI World Small-Cap ETF iShares Trust 3,050122K $0.01 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,970118.8K $0.00 %as of Feb 28, 2026 · Original filing
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 2,704115.5K $0.01 %as of Apr 30, 2026 · Original filing
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,889113.1K $0.05 %as of Mar 31, 2026 · Original filing
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 2,576100.9K $0.00 %as of Mar 31, 2026 · Original filing
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,53699.3K $0.02 %as of Mar 31, 2026 · Original filing
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,27597.1K $0.00 %as of Apr 30, 2026 · Original filing
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,40994.3K $0.00 %as of Mar 31, 2026 · Original filing