Funds holding PennyMac Financial Services Inc
264 funds declare a position · 63 ETFs and 201 other funds · 1.1B $ · US70932M1071
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 945,559 | 82.6M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 916,068 | 80.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 816,818 | 71.4M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 715,226 | 62.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 662,283 | 57.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 444,141 | 38.8M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 421,274 | 36.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 364,273 | 33.5M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) | 349,041 | 30.5M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 324,954 | 28.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 302,224 | 27.3M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 301,062 | 27.2M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 293,105 | 26.5M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 289,334 | 26.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 274,787 | 24.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 251,039 | 21.9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 231,489 | 20.9M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 230,141 | 20.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 219,574 | 19.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 197,790 | 17.9M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 183,949 | 16.1M $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 165,115 | 14.9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 156,226 | 14.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 150,989 | 13.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 147,776 | 13.6M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 144,916 | 13.3M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 141,329 | 13M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 145,414 | 12.7M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 136,514 | 12.5M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 128,888 | 11.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 117,581 | 10.6M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 114,827 | 10.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 113,981 | 10.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Multi-Sector Income Fund JANUS INVESTMENT FUND | 110,218 | 9.6M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 96,406 | 8.4M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 83,461 | 7.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS | 79,749 | 7M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 76,256 | 6.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 68,425 | 6.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 69,280 | 6.1M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 64,421 | 5.9M $ | 0.63 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 64,196 | 5.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | 57,921 | 5.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 54,024 | 5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 52,007 | 4.8M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 51,798 | 4.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Applied Finance Explorer Fund World Funds Trust | 52,585 | 4.7M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 48,000 | 4.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 44,266 | 4.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 42,471 | 3.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 40,598 | 3.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 39,520 | 3.5M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 36,846 | 3.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 35,184 | 3.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 36,221 | 3.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 29,246 | 2.7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 30,696 | 2.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 30,568 | 2.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 28,484 | 2.5M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 28,253 | 2.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 25,211 | 2.3M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 23,818 | 2.2M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | 24,928 | 2.2M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 23,926 | 2.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 22,264 | 2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 21,497 | 2M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 22,469 | 2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 20,863 | 1.9M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 19,900 | 1.7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II | 19,891 | 1.7M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust | 17,921 | 1.6M $ | 1.01 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 16,537 | 1.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 16,739 | 1.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 16,279 | 1.5M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| PIMCO RAE US Small Fund PIMCO Equity Series | 16,466 | 1.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 16,413 | 1.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 16,390 | 1.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 15,383 | 1.4M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 15,096 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Company Value Trust John Hancock Variable Insurance Trust | 15,269 | 1.3M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,430 | 1.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 13,739 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 13,420 | 1.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,809 | 1.2M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 12,678 | 1.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 12,653 | 1.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 12,284 | 1.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 11,787 | 1.1M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 11,780 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 11,639 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 11,483 | 1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 11,842 | 1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson High-Yield Fund JANUS INVESTMENT FUND | 11,428 | 998.8K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 10,830 | 995.6K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 10,810 | 993.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 10,872 | 950.2K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 10,315 | 948.3K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 10,256 | 926K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 10,197 | 891.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 9,698 | 875.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | 9,938 | 868.6K $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 9,610 | 839.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 9,275 | 837.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 9,156 | 800.2K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 8,985 | 785.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 8,841 | 772.7K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 8,682 | 758.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 8,589 | 750.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 8,437 | 737.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 8,059 | 727.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 7,846 | 708.4K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 7,632 | 667K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 7,175 | 659.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 7,021 | 645.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 6,924 | 625.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 6,517 | 599.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,630 | 598.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| AQR Small Cap Momentum Style Fund AQR Funds | 6,848 | 598.5K $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 6,842 | 598K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 6,011 | 542.7K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Small Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 5,893 | 541.7K $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 5,877 | 540.3K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 6,036 | 527.5K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 6,008 | 525.1K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 5,662 | 511.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 5,747 | 502.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 5,544 | 500.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Optimize Strategy Index ETF Advisor Managed Portfolios | 5,526 | 483K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 5,297 | 463K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 5,098 | 445.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 4,708 | 432.8K $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 4,600 | 422.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 4,642 | 419.1K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 4,540 | 409.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 4,517 | 407.8K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 4,520 | 395K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 4,353 | 393K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity Disruptive Finance ETF Fidelity Covington Trust | 4,264 | 392K $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 4,429 | 387.1K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 4,413 | 385.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 4,387 | 383.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 4,218 | 368.7K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 4,132 | 361.1K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,107 | 359K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 4,095 | 357.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 3,918 | 353.8K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 3,833 | 335K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 3,750 | 327.8K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 3,616 | 316K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Cullen Small Cap Value Fund Cullen Funds Trust | 3,518 | 307.5K $ | 3.44 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,498 | 305.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 3,443 | 300.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,185 | 287.6K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 3,231 | 282.4K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 3,053 | 275.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 2,890 | 252.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 2,625 | 241.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 2,654 | 232K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Guardian Multi-Sector Bond VIP Fund Guardian Variable Products Trust | 2,631 | 229.9K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Income ETF Janus Detroit Street Trust | 2,515 | 227.1K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,401 | 220.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III | 2,502 | 218.7K $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,498 | 218.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,495 | 218.1K $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 2,325 | 213.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,313 | 208.8K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,375 | 207.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 2,370 | 207.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 2,159 | 194.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,229 | 194.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 2,000 | 183.9K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 2,030 | 177.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,976 | 172.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 1,961 | 171.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Active Small Cap Value ETF J.P. Morgan Exchange-Traded Fund Trust | 1,914 | 167.3K $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 1,811 | 166.5K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,903 | 166.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 1,803 | 165.7K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 1,806 | 163.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 1,839 | 160.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Avantis Total Equity Markets ETF American Century ETF Trust | 1,747 | 160.6K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 1,706 | 149.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 1,704 | 148.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,647 | 143.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,556 | 140.5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,548 | 135.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 1,494 | 130.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,357 | 124.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,267 | 116.5K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 1,324 | 115.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,310 | 114.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 1,297 | 113.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 1,296 | 113.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 1,247 | 112.6K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 1,209 | 111.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 1,207 | 111K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 1,262 | 110.3K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 1,181 | 103.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,162 | 101.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity Fund American Century ETF Trust | 1,046 | 96.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |