Funds holding OptimizeRx Corp
135 funds declare a position · 26 ETFs and 109 other funds · 28.3M $ · US68401U2042
Funds report on different dates: each line carries its own.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 494,252 | 3.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 457,111 | 2.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 396,795 | 2.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Jacob Internet Fund Jacob Funds Inc. | 237,102 | 1.8M $ | 4.48 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 177,060 | 1.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Invenomic Fund NORTHERN LIGHTS FUND TRUST II | 167,233 | 1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 157,586 | 981.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Inspire Fidelis Multi Factor ETF Northern Lights Fund Trust IV | 116,280 | 881.4K $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| Clearwater Select Equity Fund Clearwater Investment Trust | 134,256 | 843.1K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 132,028 | 829.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 131,811 | 821.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 86,797 | 657.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 99,607 | 620.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST | 95,156 | 597.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 78,149 | 592.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 78,924 | 491.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Jacob Discovery Fund Jacob Funds Inc. | 60,154 | 456K $ | 2.79 % | as of Feb 28, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 57,243 | 433.9K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 62,522 | 392.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 62,511 | 389.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Jacob Small Cap Growth Fund Jacob Funds Inc. | 47,935 | 363.3K $ | 4.08 % | as of Feb 28, 2026 · Original filing |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 47,262 | 358.2K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | 54,029 | 339.3K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 48,890 | 304.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 37,376 | 283.3K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 44,653 | 280.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 39,752 | 249.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 29,071 | 220.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 34,448 | 214.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 33,371 | 209.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 31,774 | 198K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 29,611 | 184.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 23,812 | 180.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 28,162 | 176.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 27,900 | 175.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 26,892 | 167.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 24,333 | 151.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 22,771 | 143K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 18,352 | 139.1K $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 21,248 | 132.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 14,672 | 111.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 17,604 | 110.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 17,482 | 108.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 16,577 | 103.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 13,697 | 85.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 13,535 | 85K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 12,700 | 79.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 12,532 | 78.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 10,231 | 77.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 12,023 | 75.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,100 | 69.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 11,000 | 69.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 10,304 | 64.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 9,696 | 60.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 8,594 | 54K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 8,000 | 49.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 7,973 | 49.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,875 | 49.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 7,498 | 47.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 5,838 | 44.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 6,986 | 43.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,262 | 39.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AQR Small Cap Multi-Style Fund AQR Funds | 5,996 | 37.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 6,039 | 37.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| New Covenant Growth Fund NEW COVENANT FUNDS | 5,670 | 35.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 5,288 | 33.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 5,286 | 33.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,896 | 30.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,689 | 29.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 4,522 | 28.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 4,187 | 26.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 4,166 | 26K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,907 | 24.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,830 | 23.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,106 | 23.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,000 | 22.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 3,400 | 21.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 3,400 | 21.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 3,089 | 19.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 3,077 | 19.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,661 | 16.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 2,650 | 16.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 2,609 | 16.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,500 | 15.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,430 | 15.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 2,391 | 15K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 2,406 | 15K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,136 | 13.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 2,037 | 12.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,975 | 12.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 1,924 | 12.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 1,893 | 11.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,481 | 11.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 1,774 | 11.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,730 | 10.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 1,713 | 10.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 1,652 | 10.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 1,647 | 10.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 1,431 | 9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 1,349 | 8.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 1,329 | 8.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| KraneShares Man Buyout Beta Index ETF Krane Shares Trust | 1,300 | 8.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 1,258 | 7.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 976 | 7.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 975 | 7.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 1,186 | 7.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,159 | 7.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,149 | 7.2K $ | as of Apr 30, 2026 · Original filing | |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,051 | 6.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 1,001 | 6.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 993 | 6.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 765 | 5.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 684 | 5.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 814 | 5.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 581 | 4.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 578 | 3.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 561 | 3.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 539 | 3.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 400 | 2.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 393 | 2.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 382 | 2.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 366 | 2.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 352 | 2.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ULTRA SMALL CAP PROFUND ProFunds | 178 | 1.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 83 | 517.1 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 80 | 502.4 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP ULTRA SMALL CAP ProFunds | 53 | 332.8 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PROFUND VP SMALL CAP ProFunds | 40 | 251.2 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 Fund Rydex Series Funds | 37 | 232.4 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SMALL-CAP PROFUND ProFunds | 29 | 180.7 $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I | 27 | 169.6 $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 22 | 138.2 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Hedge Replication ETF ProShares Trust | 16 | 121.3 $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 4 | 25.1 $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 3 | 22.7 $ | 0.00 % | as of Feb 28, 2026 · Original filing |