Funds holding Perella Weinberg Partners
213 funds declare a position · 34 ETFs and 179 other funds · 654.4M $ · US71367G1022
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 2,602,595 | 47.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Value Fund Fidelity Securities Fund | 1,943,919 | 44.2M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,950,479 | 35.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,595,876 | 29M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 1,330,688 | 24.6M $ | 0.77 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 1,219,989 | 22.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nomura Small Cap Core Fund Delaware Group Equity Funds V | 1,064,723 | 19.7M $ | 0.34 % | as of Feb 27, 2026 · Original filing |
| Fidelity Small Cap Stock Fund Fidelity Concord Street Trust | 801,173 | 18.2M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 715,560 | 16.3M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Nuveen Multi Cap Value Fund Nuveen Investment Trust | 883,700 | 16M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| Putnam Small Cap Growth Fund Putnam Funds Trust | 867,311 | 15.8M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 645,130 | 14.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust | 628,807 | 14.3M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 742,508 | 13.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 562,727 | 12.8M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 548,988 | 12.5M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS | 663,935 | 12.1M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | 577,795 | 10.5M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| WESTWOOD QUALITY SMALLCAP FUND Ultimus Managers Trust | 446,859 | 10.2M $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 536,401 | 9.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 481,588 | 8.9M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 386,195 | 8.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Wasatch Micro Cap Fund WASATCH FUNDS TRUST | 473,871 | 8.6M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 453,705 | 8.4M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| Emerald Growth Fund FINANCIAL INVESTORS TRUST | 365,213 | 8.3M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 408,026 | 7.4M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 396,157 | 7.2M $ | 1.73 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 360,070 | 6.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Wasatch Micro Cap Value Fund WASATCH FUNDS TRUST | 351,359 | 6.4M $ | 1.99 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 342,758 | 6.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 319,413 | 5.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Carillon Eagle Small Cap Growth Fund Carillon Series Trust | 322,236 | 5.9M $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 254,897 | 5.8M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 308,118 | 5.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 312,488 | 5.7M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 231,723 | 5.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| AMG GW&K Small Cap Core Fund AMG Funds | 288,984 | 5.2M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 219,832 | 5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 225,045 | 4.1M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 214,523 | 4M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 171,502 | 3.9M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 197,668 | 3.7M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| WPG Partners Select Small Cap Value Fund RBB Fund, Inc. | 191,457 | 3.5M $ | 1.70 % | as of Feb 28, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 155,637 | 3.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 143,583 | 3.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 138,000 | 3.1M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| Hartford Schroders US Small Cap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 135,940 | 3.1M $ | 1.75 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 158,302 | 2.9M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 128,606 | 2.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II | 151,985 | 2.8M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust | 146,395 | 2.7M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| GRANDEUR PEAK GLOBAL OPPORTUNITIES FUND Grandeur Peak Global Trust | 114,790 | 2.6M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 110,778 | 2.5M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| Rockefeller US Small Cap Core Fund Trust for Professional Managers | 130,223 | 2.4M $ | 2.47 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 124,875 | 2.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 121,546 | 2.2M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 95,814 | 2.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| GRANDEUR PEAK GLOBAL CONTRARIAN FUND Grandeur Peak Global Trust | 93,275 | 2.1M $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 111,925 | 2M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 107,147 | 2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 108,986 | 2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 103,874 | 1.9M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 103,448 | 1.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Equity ETF Goldman Sachs ETF Trust | 97,720 | 1.8M $ | 1.11 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 97,534 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 98,886 | 1.8M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 77,253 | 1.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 71,927 | 1.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 85,313 | 1.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST | 84,355 | 1.5M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| Aristotle Small Cap Equity Fund Aristotle Fund Series Trust | 84,189 | 1.5M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS | 84,123 | 1.5M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| WesMark Small Company Fund WesMark Funds | 84,000 | 1.5M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 81,005 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust | 78,946 | 1.4M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan Small Cap Value Fund TIMOTHY PLAN | 75,528 | 1.4M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | 74,147 | 1.3M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 68,753 | 1.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Multi-Asset Strategy Fund RUSSELL INVESTMENT CO | 54,250 | 1.2M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust | 66,800 | 1.2M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 64,103 | 1.2M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 47,730 | 1.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 57,015 | 1.1M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 54,613 | 991.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 42,682 | 970.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dunham Small Cap Growth Fund Dunham Funds | 41,277 | 938.6K $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| GRANDEUR PEAK GLOBAL STALWARTS FUND Grandeur Peak Global Trust | 40,898 | 930K $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 49,684 | 902.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 37,160 | 845K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 45,094 | 834.7K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 44,725 | 812.2K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 35,319 | 803.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 35,085 | 797.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 43,224 | 784.9K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 42,600 | 773.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dunham Small Cap Value Fund Dunham Funds | 32,719 | 744K $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 40,010 | 740.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 39,441 | 730.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| MML Small Cap Growth Equity Fund MML SERIES INVESTMENT FUND | 37,862 | 687.6K $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| M Capital Appreciation Fund M FUND INC | 36,476 | 662.4K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Acuitas Small Cap Active ETF Series Portfolios Trust | 36,428 | 661.5K $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 36,304 | 659.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 28,294 | 643.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST | 34,714 | 630.4K $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 26,869 | 611K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| GRANDEUR PEAK GLOBAL REACH FUND Grandeur Peak Global Trust | 26,561 | 604K $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 31,799 | 577.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 31,013 | 563.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Multi-Strategy Income Fund RUSSELL INVESTMENT CO | 23,761 | 540.3K $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 23,371 | 531.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Royce Micro-Cap Fund ROYCE FUND | 27,885 | 506.4K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 27,020 | 490.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 20,503 | 466.2K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 24,518 | 453.8K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 19,918 | 452.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 19,189 | 436.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 18,404 | 418.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 22,906 | 416K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 22,400 | 406.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 22,223 | 403.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 15,840 | 360.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 19,364 | 351.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| GRANDEUR PEAK US STALWARTS FUND Grandeur Peak Global Trust | 15,386 | 349.9K $ | 1.98 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 18,514 | 336.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 18,370 | 333.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 16,496 | 299.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 13,094 | 297.8K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust | 16,196 | 294.1K $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 16,191 | 294K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Ranger Micro Cap Fund SPEND LIFE WISELY FUNDS INVESTMENT TRUST | 12,675 | 288.2K $ | 2.49 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 12,141 | 276.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 11,991 | 272.7K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 11,920 | 271.1K $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 14,859 | 269.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 11,634 | 264.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 13,130 | 243K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 13,053 | 237K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 10,153 | 230.9K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 12,503 | 227.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 11,832 | 214.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,281 | 211K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Putnam VT Small Cap Growth Fund Putnam Variable Trust | 10,715 | 194.6K $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 10,324 | 187.5K $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| Royce Capital Fund - Micro-Cap Portfolio ROYCE CAPITAL FUND | 10,231 | 185.8K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 10,112 | 183.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 7,473 | 169.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 9,111 | 165.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 8,766 | 162.3K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 8,854 | 160.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 7,014 | 159.5K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,600 | 159.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 6,900 | 156.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Russell Investments U.S. Small Cap Equity ETF Russell Investments Exchange Traded Funds | 8,443 | 153.3K $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 6,278 | 142.8K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 7,832 | 142.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 6,183 | 140.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7,737 | 140.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 5,887 | 133.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST | 5,763 | 131.1K $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 6,921 | 125.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 5,108 | 116.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| NORTH SQUARE KENNEDY MICROCAP FUND Exchange Place Advisors Trust | 5,233 | 96.9K $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,180 | 95.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 5,195 | 94.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 5,046 | 91.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Wasatch Global Small Cap Value Fund WASATCH FUNDS TRUST | 4,993 | 90.7K $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 3,945 | 89.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 3,888 | 88.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 4,733 | 86K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 4,541 | 82.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 4,444 | 80.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 4,250 | 78.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 3,850 | 71.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 3,836 | 71K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 3,825 | 69.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Avantis Total Equity Markets ETF American Century ETF Trust | 3,591 | 66.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| AQR Small Cap Momentum Style Fund AQR Funds | 3,627 | 65.9K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 2,717 | 61.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,966 | 54.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 2,259 | 51.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 2,694 | 49.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 2,002 | 45.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,927 | 35K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,660 | 30.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,565 | 28.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,458 | 26.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,427 | 26.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| AMG Frontier Small Cap Growth Fund AMG Funds I | 1,049 | 23.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,061 | 19.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 1,012 | 18.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 808 | 18.4K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 927 | 16.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ULTRA SMALL CAP PROFUND ProFunds | 737 | 16.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 904 | 16.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 745 | 13.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Quality Growth Fund WisdomTree Trust | 708 | 12.9K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 705 | 12.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 338 | 7.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 336 | 7.6K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 325 | 5.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |