Titelia

Funds holding National Research Corp

146 funds declare a position · 31 ETFs and 115 other funds · 81.7M $ · US6373722023

Funds report on different dates: each line carries its own.

FundSharesValue (USD)Weight
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 1,708,00929M $3.51 %as of Mar 31, 2026 · Original filing
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 498,2798.5M $0.00 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 295,7025M $0.01 %as of Mar 31, 2026 · Original filing
Heartland Value Fund HEARTLAND GROUP INC. 237,1474M $0.41 %as of Mar 31, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 147,4092.5M $0.00 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 128,6912.2M $0.11 %as of Mar 31, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 119,6522M $0.03 %as of Apr 30, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 118,2221.9M $0.01 %as of Apr 30, 2026 · Original filing
iShares Russell 2000 Growth ETF iShares Trust 98,7881.7M $0.01 %as of Mar 31, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 100,5811.7M $0.01 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 71,3401.2M $0.01 %as of Apr 30, 2026 · Original filing
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 63,7491.1M $0.05 %as of Mar 31, 2026 · Original filing
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 59,213974.6K $0.03 %as of Apr 30, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 71,013952.3K $0.00 %as of Feb 28, 2026 · Original filing
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 55,800947.5K $0.11 %as of Mar 31, 2026 · Original filing
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 65,443877.6K $0.00 %as of Feb 28, 2026 · Original filing
SmallCap Value Fund II Principal Funds, Inc 51,600849.3K $0.07 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 49,338837.8K $0.23 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 58,617786.1K $0.01 %as of Feb 28, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,592635.2K $0.00 %as of Apr 30, 2026 · Original filing
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 41,300553.8K $0.05 %as of Feb 28, 2026 · Original filing
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 31,957542.6K $1.20 %as of Mar 31, 2026 · Original filing
RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST 39,826534.1K $0.64 %as of Feb 28, 2026 · Original filing
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 39,270526.6K $0.00 %as of Feb 28, 2026 · Original filing
Column Small Cap Fund Trust for Professional Managers 38,422515.2K $0.10 %as of Feb 28, 2026 · Original filing
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 30,321514.9K $0.19 %as of Mar 31, 2026 · Original filing
iShares Micro-Cap ETF iShares Trust 29,978509K $0.04 %as of Mar 31, 2026 · Original filing
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 36,094484K $0.00 %as of Feb 28, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 35,521476.3K $0.02 %as of Feb 28, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 26,082429.3K $0.01 %as of Apr 30, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 23,672402K $0.00 %as of Mar 31, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 21,600366.8K $0.01 %as of Mar 31, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 27,216365K $0.00 %as of Feb 28, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 21,260361K $0.02 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. High Dividend Fund WisdomTree Trust 17,042289.4K $0.02 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 17,485287.8K $0.00 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 16,853277.4K $0.00 %as of Apr 30, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 20,267271.8K $0.00 %as of Feb 28, 2026 · Original filing
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 16,406270K $0.01 %as of Apr 30, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 14,984246.6K $0.01 %as of Apr 30, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 14,876244.9K $0.00 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. SmallCap Fund WisdomTree Trust 13,039221.4K $0.04 %as of Mar 31, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 13,423220.9K $0.00 %as of Apr 30, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 13,129216.1K $0.01 %as of Apr 30, 2026 · Original filing
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 15,722210.8K $0.02 %as of Feb 28, 2026 · Original filing
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 15,197203.8K $0.00 %as of Feb 28, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 11,577196.6K $0.01 %as of Mar 31, 2026 · Original filing
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 11,133183.2K $0.33 %as of Apr 30, 2026 · Original filing
Acuitas Small Cap Active ETF Series Portfolios Trust 10,705181.8K $0.25 %as of Mar 31, 2026 · Original filing
Acquirers Small and Micro Deep Value ETF ETF Series Solutions 13,453180.4K $0.67 %as of Feb 28, 2026 · Original filing
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 10,600180K $0.03 %as of Mar 31, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 9,725165.1K $0.01 %as of Mar 31, 2026 · Original filing
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 9,481161K $0.00 %as of Mar 31, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 9,615158.3K $0.00 %as of Apr 30, 2026 · Original filing
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 9,035153.4K $0.01 %as of Mar 31, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,737148.4K $0.01 %as of Mar 31, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 11,000147.5K $0.00 %as of Feb 28, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 8,636146.6K $0.00 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,807144.9K $0.01 %as of Feb 28, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 8,513144.6K $0.00 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 7,042115.9K $0.00 %as of Apr 30, 2026 · Original filing
Small Cap Index Fund Northern Funds 5,948101K $0.01 %as of Mar 31, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 5,48093.1K $0.00 %as of Mar 31, 2026 · Original filing
Small Cap Core Fund Northern Funds 5,20588.4K $0.03 %as of Mar 31, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 5,07486.2K $0.01 %as of Mar 31, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 5,21885.9K $0.01 %as of Apr 30, 2026 · Original filing
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 4,95181.5K $0.00 %as of Apr 30, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,39972.4K $0.00 %as of Apr 30, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,00067.9K $0.00 %as of Mar 31, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 3,97767.5K $0.01 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund VALIC Co I 4,99567K $0.01 %as of Feb 28, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 3,80764.6K $0.00 %as of Mar 31, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,60161.1K $0.01 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 4,05554.4K $0.00 %as of Feb 28, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,14853.5K $0.01 %as of Mar 31, 2026 · Original filing
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,98750.7K $0.02 %as of Mar 31, 2026 · Original filing
Spectrum Fund Meeder Funds 2,88449K $0.02 %as of Mar 31, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,21243.1K $0.00 %as of Feb 28, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,58542.5K $0.00 %as of Apr 30, 2026 · Original filing
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,45841.7K $0.01 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 2,47840.8K $0.00 %as of Apr 30, 2026 · Original filing
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 2,31839.4K $0.00 %as of Mar 31, 2026 · Original filing
Small Cap Index Trust John Hancock Variable Insurance Trust 2,21937.7K $0.01 %as of Mar 31, 2026 · Original filing
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,08035.3K $0.02 %as of Mar 31, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,06534K $0.00 %as of Apr 30, 2026 · Original filing
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 2,04033.6K $0.01 %as of Apr 30, 2026 · Original filing
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,43532.7K $0.01 %as of Feb 28, 2026 · Original filing
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,92131.6K $0.00 %as of Apr 30, 2026 · Original filing
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,67928.5K $0.01 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,65628.1K $0.00 %as of Mar 31, 2026 · Original filing
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,64027.8K $0.01 %as of Mar 31, 2026 · Original filing
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 1,59827.1K $0.01 %as of Mar 31, 2026 · Original filing
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,47725.1K $0.01 %as of Mar 31, 2026 · Original filing
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,51224.9K $0.01 %as of Apr 30, 2026 · Original filing
Victory Extended Market Index Fund Victory Portfolios III 1,47924.3K $0.00 %as of Apr 30, 2026 · Original filing
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,27921.7K $0.01 %as of Mar 31, 2026 · Original filing
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,07818.3K $0.04 %as of Mar 31, 2026 · Original filing
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,10918.3K $0.00 %as of Apr 30, 2026 · Original filing
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 98216.7K $0.01 %as of Mar 31, 2026 · Original filing
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 90315.3K $0.01 %as of Mar 31, 2026 · Original filing
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 90015.3K $0.01 %as of Mar 31, 2026 · Original filing
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 89915.3K $0.00 %as of Mar 31, 2026 · Original filing
Nationwide Small Cap Index Fund Nationwide Mutual Funds 92515.2K $0.01 %as of Apr 30, 2026 · Original filing
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 88315K $0.01 %as of Mar 31, 2026 · Original filing
SmallCap Growth Fund I Principal Funds, Inc 89214.7K $0.00 %as of Apr 30, 2026 · Original filing
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 81913.9K $0.00 %as of Mar 31, 2026 · Original filing
Longview Advantage ETF RBB Fund Trust 99713.4K $0.00 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 99513.3K $0.00 %as of Feb 28, 2026 · Original filing
New Covenant Growth Fund NEW COVENANT FUNDS 77913.2K $0.00 %as of Mar 31, 2026 · Original filing
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 74112.6K $0.00 %as of Mar 31, 2026 · Original filing
Small Company Value Portfolio Wilshire Mutual Funds Inc 74012.6K $0.06 %as of Mar 31, 2026 · Original filing
JNL/DFA U.S. Core Equity Fund JNL Series Trust 70011.9K $0.00 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 88311.8K $0.01 %as of Feb 28, 2026 · Original filing
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 67511.1K $0.00 %as of Apr 30, 2026 · Original filing
ProShares UltraPro Russell2000 ProShares Trust 7379.9K $0.00 %as of Feb 28, 2026 · Original filing
ProShares Ultra Russell2000 ProShares Trust 7359.9K $0.00 %as of Feb 28, 2026 · Original filing
Avantis U.S. Equity Fund American Century ETF Trust 7179.6K $0.00 %as of Feb 28, 2026 · Original filing
Dimensional US Vector Equity ETF Dimensional ETF Trust 5609.2K $0.00 %as of Apr 30, 2026 · Original filing
Penn Series Small Cap Index Fund Penn Series Funds Inc 4878.3K $0.01 %as of Mar 31, 2026 · Original filing
Total Stock Market Index Trust John Hancock Variable Insurance Trust 4327.3K $0.00 %as of Mar 31, 2026 · Original filing
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 5287.1K $0.00 %as of Feb 28, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4147K $0.00 %as of Mar 31, 2026 · Original filing
ProShares Russell 2000 High Income ETF ProShares Trust 5136.9K $0.00 %as of Feb 28, 2026 · Original filing
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 4966.7K $0.00 %as of Feb 28, 2026 · Original filing
Avantis Responsible U.S. Equity ETF American Century ETF Trust 4766.4K $0.00 %as of Feb 28, 2026 · Original filing
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 3576.1K $0.00 %as of Mar 31, 2026 · Original filing
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 3305.6K $0.00 %as of Mar 31, 2026 · Original filing
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 2995.1K $0.00 %as of Mar 31, 2026 · Original filing
VIP Total Market Index Portfolio Variable Insurance Products Fund II 2985.1K $0.00 %as of Mar 31, 2026 · Original filing
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 2083.5K $0.00 %as of Mar 31, 2026 · Original filing
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1592.7K $0.00 %as of Mar 31, 2026 · Original filing
ULTRA SMALL CAP PROFUND ProFunds 1342.2K $0.00 %as of Apr 30, 2026 · Original filing
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1282.2K $0.00 %as of Mar 31, 2026 · Original filing
E*TRADE No Fee Total Market Index Fund E Trade Trust 1212K $0.00 %as of Apr 30, 2026 · Original filing
EQ/Common Stock Index Portfolio EQ Advisors Trust 1001.7K $as of Mar 31, 2026 · Original filing
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1001.7K $as of Mar 31, 2026 · Original filing
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 861.4K $0.00 %as of Apr 30, 2026 · Original filing
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 641.1K $0.00 %as of Mar 31, 2026 · Original filing
PROFUND VP ULTRA SMALL CAP ProFunds 40679.2 $0.00 %as of Mar 31, 2026 · Original filing
PROFUND VP SMALL CAP ProFunds 30509.4 $0.00 %as of Mar 31, 2026 · Original filing
Russell 2000 Fund Rydex Series Funds 30509.4 $0.00 %as of Mar 31, 2026 · Original filing
SMALL-CAP PROFUND ProFunds 22362.1 $0.00 %as of Apr 30, 2026 · Original filing
Russell 2000 1.5x Strategy Fund Rydex Series Funds 18305.6 $0.01 %as of Mar 31, 2026 · Original filing
ProShares Hedge Replication ETF ProShares Trust 12160.9 $0.00 %as of Feb 28, 2026 · Original filing
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 350.9 $0.00 %as of Mar 31, 2026 · Original filing
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 226.8 $0.00 %as of Feb 28, 2026 · Original filing