Funds holding Paylocity Holding Corp
386 funds declare a position · 102 ETFs and 284 other funds · 1.7B $ · US70438V1061
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. | 1,870,046 | 202M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Mid-Cap ETF iShares Trust | 1,444,826 | 156.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,381,706 | 149.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 993,792 | 107.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 555,546 | 60M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 487,617 | 52.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Nomura Mid Cap Growth Fund IVY FUNDS | 347,028 | 37.5M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust | 333,077 | 36M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 302,053 | 32.6M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Wasatch Small Cap Growth Fund WASATCH FUNDS TRUST | 290,777 | 31.4M $ | 2.61 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 269,697 | 29.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 265,771 | 28.7M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 257,468 | 27.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Equity Funds, Inc. | 228,996 | 24.7M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 230,875 | 24.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 218,184 | 23.6M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 213,403 | 23.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 211,338 | 22.8M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 197,096 | 21.3M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS | 172,218 | 18.6M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 172,331 | 18.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 169,361 | 18.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Columbia Acorn Fund COLUMBIA ACORN TRUST | 167,076 | 18.1M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 162,179 | 17.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 162,433 | 17.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Empower T. Rowe Price Mid Cap Growth Fund EMPOWER FUNDS, INC. | 158,048 | 17.1M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 142,122 | 15M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II | 136,328 | 14.7M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 134,532 | 14.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 128,941 | 13.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 128,692 | 13.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 128,149 | 13.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 119,201 | 12.7M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST | 105,518 | 11.1M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 104,914 | 11.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Nicholas II, Inc. Nicholas II, Inc. | 97,375 | 10.3M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| Boston Trust Walden Small Cap Fund Boston Trust Walden Funds | 88,783 | 9.6M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid Cap Growth Portfolio Brighthouse Funds Trust I | 85,899 | 9.3M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 84,863 | 9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 82,634 | 8.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 66,831 | 7.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 66,423 | 7.2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 67,061 | 7.1M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 66,824 | 7M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 66,116 | 7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 65,498 | 7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 62,892 | 6.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 60,848 | 6.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 58,325 | 6.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 57,179 | 6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 56,768 | 6M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 54,773 | 5.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 50,528 | 5.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 49,132 | 5.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 44,227 | 4.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 43,488 | 4.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small/Mid Cap Core Fund AMG Funds | 43,471 | 4.7M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. | 42,923 | 4.5M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 41,360 | 4.5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 40,192 | 4.3M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Nomura VIP Mid Cap Growth Series Ivy Variable Insurance Portfolios | 38,392 | 4.1M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 38,210 | 4M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 37,208 | 4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 37,894 | 4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 36,428 | 3.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 35,771 | 3.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 35,413 | 3.8M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| WisdomTree Cloud Computing Fund WisdomTree Trust | 34,151 | 3.7M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 34,710 | 3.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 33,640 | 3.6M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 33,422 | 3.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 32,176 | 3.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 32,482 | 3.5M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | 31,710 | 3.4M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 32,052 | 3.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 31,261 | 3.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MML Mid Cap Growth Fund MML SERIES INVESTMENT FUND | 28,932 | 3.1M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Embark Small Cap Equity Fund Harbor Funds II | 28,721 | 3M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 27,554 | 3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 27,953 | 2.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 26,389 | 2.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 26,116 | 2.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 26,264 | 2.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 25,406 | 2.7M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| Wasatch Ultra Growth Fund WASATCH FUNDS TRUST | 24,946 | 2.7M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 25,185 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 24,273 | 2.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 22,476 | 2.4M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 22,591 | 2.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 22,488 | 2.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 21,400 | 2.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 20,658 | 2.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 20,580 | 2.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 20,206 | 2.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 19,836 | 2.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 18,201 | 2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 18,074 | 1.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 17,957 | 1.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 17,755 | 1.9M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 16,642 | 1.8M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| Mid-Cap Growth Portfolio PACIFIC SELECT FUND | 16,561 | 1.8M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 16,533 | 1.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 16,451 | 1.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 16,757 | 1.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 16,694 | 1.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Sovereign's Capital Flourish Fund Elevation Series Trust | 16,114 | 1.7M $ | 1.80 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 15,501 | 1.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 15,397 | 1.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 15,149 | 1.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 15,312 | 1.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 14,810 | 1.6M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Information Technology Sector Fund JNL Series Trust | 14,564 | 1.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Value Advantage Portfolio PACIFIC SELECT FUND | 14,533 | 1.6M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 14,680 | 1.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 14,166 | 1.5M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 14,139 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 13,985 | 1.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,753 | 1.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 12,735 | 1.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 12,759 | 1.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 12,875 | 1.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 12,175 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Penn Series Mid Cap Growth Fund Penn Series Funds Inc | 12,163 | 1.3M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 11,757 | 1.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 11,568 | 1.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small Cap Growth TRANSAMERICA FUNDS | 11,840 | 1.2M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| Wasatch Global Opportunities Fund WASATCH FUNDS TRUST | 11,458 | 1.2M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Industrials ETF iShares Trust | 11,059 | 1.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 10,935 | 1.2M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 10,613 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 10,465 | 1.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 10,454 | 1.1M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 10,282 | 1.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 10,371 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 10,182 | 1.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 9,832 | 1.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 9,542 | 1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 9,437 | 995.5K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| BLACK OAK EMERGING TECHNOLOGY FUND Oak Associates Funds | 8,930 | 942K $ | 1.52 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 8,579 | 926.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 8,539 | 922.6K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 8,459 | 913.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Pacer US Cash Cows Growth ETF Pacer Funds Trust | 8,587 | 905.8K $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 8,232 | 889.4K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 8,404 | 886.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Invesco NASDAQ Internet ETF Invesco Exchange-Traded Fund Trust | 8,334 | 879.2K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 8,073 | 872.2K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 8,006 | 865K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 8,121 | 856.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 7,829 | 845.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 7,755 | 837.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 7,741 | 836.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 7,537 | 814.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 7,568 | 805.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 7,609 | 802.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 7,487 | 797.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 7,410 | 789.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| RBC SMID Cap Growth Fund RBC Funds Trust | 7,180 | 775.7K $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Capital Appreciation Fund VALIC Co I | 7,062 | 752K $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust | 6,900 | 745.5K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 6,882 | 743.5K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 7,016 | 740.1K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust | 6,802 | 734.9K $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,900 | 734.8K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| AQR Multi-Asset Fund AQR Funds | 6,565 | 709.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust | 6,623 | 705.3K $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 6,462 | 698.2K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 6,606 | 696.9K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 6,357 | 686.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,351 | 686.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 6,333 | 668.1K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 6,316 | 666.3K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 5,998 | 648K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 6,087 | 642.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 6,052 | 638.4K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 5,966 | 635.3K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| U.S. Quality ESG Fund Northern Funds | 5,872 | 634.4K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | 5,732 | 619.3K $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 5,700 | 615.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 5,832 | 615.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 5,323 | 575.1K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 5,299 | 572.5K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 5,269 | 569.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| American Century Focused Dynamic Growth ETF American Century ETF Trust | 5,297 | 564.1K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 5,159 | 557.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 5,188 | 552.5K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Riverbridge Growth Fund INVESTMENT MANAGERS SERIES TRUST | 5,071 | 540K $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| Invesco Zacks Mid-Cap ETF Invesco Exchange-Traded Fund Trust | 5,108 | 538.8K $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,879 | 527.1K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| MoA Mid Cap Growth Fund MoA Funds Corp | 4,829 | 521.7K $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 4,921 | 519.1K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 4,916 | 518.6K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 4,755 | 513.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| S&P MidCap 400 Pure Growth Fund Rydex Series Funds | 4,504 | 486.6K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 4,611 | 486.4K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) FactSet Innovative Technology ETF SPDR SERIES TRUST | 4,355 | 470.5K $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Royce Smaller-Companies Growth Fund ROYCE FUND | 4,286 | 463.1K $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Capital Strength ETF First Trust Exchange-Traded Fund VI | 4,234 | 457.4K $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Voya MI Dynamic SMID Cap Fund Voya Equity Trust | 4,207 | 448K $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,077 | 430.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |