Funds holding NerdWallet Inc
166 funds declare a position · 46 ETFs and 120 other funds · 93.8M $· 56K € · US64082B1026
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | iShares Russell 2000 ETF iShares Trust | 1,003,690 | 10.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 927,254 | 9.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 420,551 | 4.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 395,161 | 4.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 5 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 391,877 | 4.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 6 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 362,621 | 3.8M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 7 | iShares Russell 2000 Growth ETF iShares Trust | 327,985 | 3.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 8 | Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 276,375 | 2.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| 9 | VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 238,001 | 2.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 10 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 218,738 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 11 | Small Cap Core Portfolio Bernstein Fund Inc | 217,460 | 2.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 12 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 212,466 | 2.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 13 | VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 201,272 | 2.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 14 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 189,618 | 2.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 15 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 189,244 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 16 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 181,190 | 2M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 17 | VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 176,809 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 18 | Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 166,145 | 1.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 19 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 134,974 | 1.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 20 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 134,003 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 21 | First Trust Dow Jones Select MicroCap Index Fund First Trust Exchange-Traded Fund | 109,588 | 1.1M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| 22 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 103,532 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 23 | iShares Micro-Cap ETF iShares Trust | 99,901 | 1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 24 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 96,541 | 1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 25 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 89,460 | 970.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 26 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 87,209 | 945.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 27 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 84,095 | 911.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 28 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 80,438 | 871.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 29 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 71,741 | 778.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 30 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 66,063 | 716.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 31 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 65,356 | 678.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 32 | iShares US Small Cap Value Factor ETF iShares Trust | 63,919 | 663.5K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| 33 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 62,830 | 681.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 34 | Master Small Cap Index Series Quantitative Master Series LLC | 62,209 | 645.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 35 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 51,655 | 560.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 36 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 48,366 | 524.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 37 | State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST | 45,539 | 472.7K $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 38 | SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 44,382 | 460.7K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 39 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 41,746 | 433.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 40 | VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 41,516 | 430.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 41 | SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 40,251 | 417.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 42 | JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 40,013 | 433.7K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 43 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 39,083 | 423.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 44 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 39,070 | 423.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 45 | SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 35,211 | 382K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| 46 | PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 32,250 | 349.6K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 47 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 30,156 | 313K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 48 | SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 30,075 | 326.3K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 49 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 28,448 | 308.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 50 | Nuveen Equity Index Fund TIAA-CREF Funds | 28,192 | 305.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 51 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 25,800 | 267.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 52 | VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 24,012 | 260.5K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| 53 | SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 23,601 | 245K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 54 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 22,319 | 241.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 55 | SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 22,230 | 230.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 56 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 22,075 | 239.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 57 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 22,072 | 229.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 58 | Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 21,297 | 231.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 59 | SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 20,921 | 217.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 60 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 19,867 | 215.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 61 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 17,911 | 185.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 62 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 17,834 | 185.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 63 | Small Cap Index Fund VALIC Co I | 17,771 | 192.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 64 | Global X Russell 2000 ETF GLOBAL X FUNDS | 17,188 | 186.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 65 | Small Cap Index Fund Northern Funds | 17,185 | 178.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 66 | EQ/Small Company Index Portfolio EQ Advisors Trust | 15,010 | 155.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 67 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 14,569 | 151.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 68 | JPMorgan U.S. Small Company Fund JPMorgan Trust I | 14,207 | 147.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 69 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 13,600 | 141.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 70 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 13,179 | 136.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 71 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 13,055 | 141.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 72 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 12,470 | 129.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 73 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 12,375 | 134.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 74 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,623 | 126K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 75 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 11,383 | 123.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 76 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 10,505 | 109K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 77 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 10,264 | 111.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 78 | Avantis U.S. Equity ETF American Century ETF Trust | 10,002 | 108.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 79 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 9,818 | 106.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 80 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 9,600 | 99.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 81 | OneAscent Enhanced Small and Mid Cap ETF Unified Series Trust | 9,495 | 103K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| 82 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 9,336 | 101.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 83 | Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,811 | 95.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 84 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 8,704 | 90.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 85 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 7,630 | 79.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 86 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 7,549 | 81.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 87 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 7,534 | 81.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 88 | Small Cap Index Trust John Hancock Variable Insurance Trust | 7,261 | 75.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 89 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 7,208 | 74.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 90 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 7,112 | 73.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 91 | Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust | 6,663 | 69.2K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 92 | AST Small-Cap Equity Portfolio Advanced Series Trust | 6,392 | 66.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 93 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 6,125 | 66.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 94 | iShares Russell 3000 ETF iShares Trust | 5,995 | 62.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 95 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,800 | 62.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 96 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,644 | 61.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 97 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 5,500 | 57.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 98 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 5,415 | 58.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 99 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 5,313 | 55.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 100 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 5,254 | 54.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
Institutional managers
151 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Topline Capital Management, LLC | 5,251,145 | 54.5M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 3,060,747 | 31.8M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,808,988 | 18.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,322,848 | 13.7M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 1,002,275 | 10.4M $ | as of Mar 31, 2026 |
| Quinn Opportunity Partners LLC | 989,149 | 10.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 918,806 | 9.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 905,274 | 9.4M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 723,796 | 7.5M $ | as of Mar 31, 2026 |
| Trexquant Investment LP | 623,167 | 6.5M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 612,227 | 6.4M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 607,768 | 6.3M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 533,726 | 5.5M $ | as of Mar 31, 2026 |
| FMR LLC | 468,027 | 4.9M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 461,016 | 4.8M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 400,248 | 4.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 366,972 | 3.8M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 245,779 | 3.3M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 303,630 | 3.2M $ | as of Mar 31, 2026 |
| XTX Topco Ltd | 299,049 | 3.1M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 298,312 | 3.1M $ | as of Mar 31, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | 288,348 | 3M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 279,640 | 2.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 262,403 | 2.7M $ | as of Mar 31, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 245,082 | 2.5M $ | as of Mar 31, 2026 |