Funds holding Newmark Group Inc
270 funds declare a position · 55 ETFs and 215 other funds · 838.9M $ · US65158N1028
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 5,624,113 | 90.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,251,905 | 63.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 3,734,562 | 56M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,121,834 | 46.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,989,785 | 29.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,782,127 | 26.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 1,502,366 | 24.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Nomura Small Cap Value Fund Delaware Group Equity Funds V | 1,451,657 | 21.1M $ | 0.58 % | as of Feb 27, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 1,308,701 | 19.6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 996,496 | 16.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 1,013,009 | 15.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 890,467 | 14.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 883,242 | 14.2M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 869,335 | 12.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 773,145 | 11.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Nomura VIP Small Cap Value Series Delaware VIP Trust | 726,909 | 10.9M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 719,608 | 10.8M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 733,614 | 10.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 657,130 | 10.6M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST | 712,022 | 10.3M $ | 1.25 % | as of Feb 28, 2026 · Original filing |
| WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust | 640,880 | 10.3M $ | 1.14 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 634,223 | 10.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 622,610 | 10M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Invesco Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 650,449 | 9.8M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 591,095 | 9.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 547,504 | 8.8M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Applied Finance Explorer Fund World Funds Trust | 510,499 | 8.2M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 506,725 | 8.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 497,297 | 8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 482,529 | 7.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 491,215 | 7.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 416,541 | 6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 386,835 | 5.6M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 337,760 | 5.4M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 333,545 | 5.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 324,631 | 5.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 311,588 | 5M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 299,742 | 4.8M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 309,608 | 4.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 293,801 | 4.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 244,409 | 3.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust | 256,650 | 3.8M $ | 1.94 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 229,296 | 3.7M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 244,312 | 3.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 232,434 | 3.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 198,153 | 3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 183,514 | 3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 182,129 | 2.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 181,090 | 2.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 188,243 | 2.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 188,836 | 2.7M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 180,687 | 2.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Putnam Small Cap Value Fund Putnam Investment Funds | 184,800 | 2.7M $ | 0.95 % | as of Feb 28, 2026 · Original filing |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 176,052 | 2.6M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 160,200 | 2.6M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 160,792 | 2.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 165,198 | 2.4M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 148,380 | 2.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 155,846 | 2.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 142,814 | 2.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 140,361 | 2.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 147,992 | 2.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 147,184 | 2.2M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 146,158 | 2.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 148,289 | 2.2M $ | 0.05 % | as of Feb 27, 2026 · Original filing |
| Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 136,098 | 2M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 119,027 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 125,388 | 1.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 122,000 | 1.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | 118,675 | 1.8M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 106,633 | 1.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 111,756 | 1.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 103,855 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| NORTH SQUARE SMALL CAP VALUE FUND Exchange Place Advisors Trust | 113,621 | 1.6M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| Small Cap Value Fund Northern Funds | 108,954 | 1.6M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 108,968 | 1.6M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 94,323 | 1.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Invesco V.I. Small Cap Equity Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 100,920 | 1.5M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 99,900 | 1.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Boston Partners Long/Short Equity Fund RBB Fund, Inc. | 103,036 | 1.5M $ | 1.35 % | as of Feb 28, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 92,380 | 1.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 99,284 | 1.5M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 97,561 | 1.5M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 99,302 | 1.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 89,000 | 1.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust | 94,812 | 1.4M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 84,682 | 1.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 93,689 | 1.4M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 81,541 | 1.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Knights of Columbus Small Cap Equity Fund ADVISORS' INNER CIRCLE III | 81,488 | 1.3M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Timothy Plan Small Cap Value Fund TIMOTHY PLAN | 85,461 | 1.3M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 84,624 | 1.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| SmallCap Account Principal Variable Contract Funds, Inc | 84,600 | 1.3M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 78,522 | 1.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 78,561 | 1.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 79,767 | 1.2M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 76,850 | 1.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 74,214 | 1.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 68,890 | 1.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 74,051 | 1.1M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| Putnam VT Small Cap Value Fund Putnam Variable Trust | 73,900 | 1.1M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust | 75,675 | 1.1M $ | 1.26 % | as of Feb 28, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 74,370 | 1.1M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 71,823 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 71,252 | 1.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 71,246 | 1.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 65,758 | 1.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 70,321 | 1.1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 65,104 | 1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco Global Small Cap Equity Fund AIM Funds Group (Invesco Funds Group) | 69,737 | 1M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Zacks Small/Mid Cap ETF Zacks Trust | 71,633 | 1M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 68,935 | 1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust | 63,044 | 1M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 69,589 | 1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust | 67,249 | 1M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 66,717 | 1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis Total Equity Markets ETF American Century ETF Trust | 68,524 | 995K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 68,016 | 987.6K $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| Victory Small Cap Stock Fund Victory Portfolios III | 56,635 | 913K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 55,918 | 901.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 55,666 | 897.3K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 59,964 | 870.7K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc | 57,127 | 856.3K $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 55,884 | 811.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 52,912 | 793.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 51,130 | 766.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 47,425 | 764.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 48,542 | 727.6K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 48,160 | 721.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 43,501 | 701.2K $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST | 45,850 | 687.3K $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 44,666 | 669.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 42,385 | 635.4K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 42,141 | 631.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 38,988 | 628.5K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 41,181 | 617.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 39,983 | 599.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 36,260 | 584.5K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 39,183 | 568.9K $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 34,889 | 562.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small Cap Value TRANSAMERICA FUNDS | 34,100 | 549.7K $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 33,463 | 539.4K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 37,129 | 539.1K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 34,132 | 511.6K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 33,469 | 501.7K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 33,630 | 488.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 33,497 | 486.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 29,887 | 481.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 28,403 | 457.9K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 30,538 | 457.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Zacks Small-Cap Core Fund Zacks Trust | 31,394 | 455.8K $ | 1.48 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 26,620 | 429.1K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 29,212 | 424.2K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 26,188 | 422.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 27,612 | 413.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 28,432 | 412.8K $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 24,938 | 402K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 24,021 | 387.2K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 25,561 | 383.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 24,705 | 358.7K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 21,381 | 344.7K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 22,917 | 343.5K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| GMO U.S. Small Cap Value Fund GMO TRUST | 23,236 | 337.4K $ | 0.78 % | as of Feb 28, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 21,218 | 318.1K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 21,005 | 314.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 19,068 | 307.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 20,188 | 293.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 19,526 | 292.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 17,696 | 285.3K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 19,011 | 285K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 17,607 | 283.8K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | 18,639 | 279.4K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 18,347 | 275K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 18,342 | 274.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 17,839 | 267.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 16,283 | 262.5K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 15,052 | 242.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 15,793 | 236.7K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 16,168 | 234.8K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 15,297 | 229.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 14,163 | 228.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 15,219 | 228.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| WPG Partners Small Cap Value Diversified Fund RBB Fund, Inc. | 15,695 | 227.9K $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 14,836 | 222.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 12,802 | 206.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds | 13,717 | 205.6K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 13,196 | 197.8K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 12,197 | 196.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Cullen Small Cap Value Fund Cullen Funds Trust | 13,106 | 196.5K $ | 2.20 % | as of Mar 31, 2026 · Original filing |
| AST Large-Cap Equity Portfolio Advanced Series Trust | 12,900 | 193.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 11,950 | 192.6K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 12,022 | 180.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 11,947 | 173.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 11,400 | 170.9K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 11,349 | 170.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 11,266 | 168.9K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,998 | 164.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Global Small Cap Fund American Century World Mutual Funds, Inc. | 11,311 | 164.2K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 11,250 | 163.4K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 10,885 | 163.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |