Funds holding Pinnacle Financial Partners Inc
428 funds declare a position · 113 ETFs and 315 other funds · 5B $ · US72348N1090
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 4,979,628 | 428.9M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,801,860 | 413.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,486,262 | 300.3M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 2,158,103 | 185.9M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 1,725,753 | 170.7M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 1,675,446 | 165.8M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) | 1,669,942 | 165.2M $ | 1.54 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,680,924 | 144.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 1,116,499 | 110.5M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| Invesco Value Opportunities Fund AIM Sector Funds (Invesco Sector Funds) | 1,067,040 | 105.6M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,110,038 | 95.6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 976,387 | 84.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 784,784 | 71.2M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 710,840 | 70.3M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 765,716 | 66M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 726,172 | 65.9M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 735,434 | 63.4M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 665,117 | 60.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 586,523 | 58M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 634,269 | 54.6M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 551,771 | 54.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 538,495 | 53.3M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 537,101 | 53.1M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 514,884 | 50.9M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 569,435 | 49.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Balanced Fund John Hancock Investment Trust | 433,520 | 42.9M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 455,922 | 39.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 389,900 | 38.6M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 404,600 | 36.7M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 420,628 | 36.2M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| FAM VALUE FUND Fenimore Asset Management Trust | 404,977 | 34.9M $ | 2.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 345,785 | 34.2M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 391,091 | 33.7M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 390,000 | 33.6M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 329,804 | 32.6M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 327,080 | 32.4M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 314,451 | 31.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 309,392 | 30.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 305,467 | 30.2M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 341,381 | 29.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Regional Bank Fund John Hancock Investment Trust II | 296,761 | 29.4M $ | 3.36 % | as of Apr 30, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 331,318 | 28.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 306,259 | 26.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Equity Dividend Income Fund Fidelity Financial Trust | 286,400 | 26M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 258,085 | 25.5M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 279,221 | 25.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 245,043 | 24.2M $ | 2.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 244,487 | 24.2M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 251,095 | 22.8M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 211,380 | 20.9M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 227,748 | 20.7M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 207,255 | 20.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 223,016 | 20.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 231,469 | 19.9M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 228,715 | 19.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I | 215,000 | 18.5M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 214,255 | 18.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 193,942 | 17.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 188,031 | 16.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 185,734 | 16M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 172,226 | 15.6M $ | 0.67 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 170,196 | 14.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 158,254 | 14.4M $ | 0.31 % | as of Feb 27, 2026 · Original filing |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 139,716 | 13.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Regional Banks ETF iShares Trust | 159,426 | 13.7M $ | 2.42 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 151,902 | 13.1M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 149,719 | 12.9M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Impax Large Cap Fund IMPAX FUNDS SERIES TRUST I | 145,541 | 12.5M $ | 2.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 125,300 | 12.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 125,060 | 12.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 143,524 | 12.4M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| Thornburg American Opportunities Fund THORNBURG INVESTMENT TRUST | 138,594 | 11.9M $ | 2.56 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 130,248 | 11.8M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS | 119,280 | 11.8M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 133,901 | 11.5M $ | 1.98 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 126,600 | 11.5M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 113,367 | 11.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 123,258 | 11.2M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 111,007 | 11M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 126,392 | 10.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 107,690 | 10.7M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 123,397 | 10.6M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 114,261 | 10.4M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 103,143 | 10.2M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 110,327 | 10M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 115,550 | 10M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Virtus NFJ Dividend Value Fund Virtus Investment Trust | 105,146 | 9.1M $ | 1.88 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 103,825 | 8.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 89,715 | 8.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 100,672 | 8.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 85,330 | 8.4M $ | 1.74 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 97,971 | 8.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 95,945 | 8.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 94,661 | 8.2M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 82,118 | 8.1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 87,057 | 7.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 86,950 | 7.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 78,208 | 7.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 89,671 | 7.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 86,765 | 7.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 85,124 | 7.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 84,316 | 7.3M $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 81,800 | 7M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 81,788 | 7M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds | 81,656 | 7M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 76,544 | 6.9M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 66,276 | 6.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 72,975 | 6.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 72,676 | 6.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small/Mid Cap Core Fund AMG Funds | 71,019 | 6.1M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 70,014 | 6M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 69,935 | 6M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 60,857 | 6M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 60,591 | 6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 60,544 | 6M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 59,747 | 5.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 57,591 | 5.7M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 57,179 | 5.7M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Financial Industries Fund John Hancock Investment Trust II | 55,316 | 5.5M $ | 2.04 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 60,127 | 5.5M $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 54,389 | 5.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 54,174 | 5.4M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 52,898 | 5.2M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | 60,674 | 5.2M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 50,915 | 5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 50,527 | 5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 57,218 | 4.9M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 54,126 | 4.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 56,751 | 4.9M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 55,658 | 4.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 48,427 | 4.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 47,171 | 4.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 53,473 | 4.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 52,323 | 4.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 51,920 | 4.5M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 45,160 | 4.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 45,115 | 4.5M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Invesco V.I. American Value Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 51,152 | 4.4M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 51,090 | 4.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 50,403 | 4.3M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 42,024 | 4.2M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 47,187 | 4.1M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 46,070 | 4M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 39,628 | 3.9M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 44,076 | 3.8M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 39,302 | 3.6M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 41,189 | 3.5M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 40,520 | 3.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 35,090 | 3.5M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. | 39,411 | 3.4M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 33,954 | 3.4M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 38,382 | 3.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 35,540 | 3.2M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 32,517 | 3.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 32,003 | 3.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 34,640 | 3.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Virtus NFJ Large-Cap Value Fund Virtus Investment Trust | 36,494 | 3.1M $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 31,428 | 3.1M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 31,192 | 3.1M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 33,890 | 3.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 30,640 | 3M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 33,918 | 2.9M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 29,370 | 2.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 28,530 | 2.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 32,542 | 2.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 31,715 | 2.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 26,884 | 2.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 26,338 | 2.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 30,094 | 2.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 30,001 | 2.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 25,938 | 2.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 28,226 | 2.6M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Small Company Value Trust John Hancock Variable Insurance Trust | 29,687 | 2.6M $ | 1.98 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 25,798 | 2.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 29,247 | 2.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Sit Mid Cap Growth Fund SIT MID CAP GROWTH FUND INC | 29,100 | 2.5M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 28,259 | 2.4M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 24,591 | 2.4M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 27,733 | 2.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 23,828 | 2.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Financial Industries Trust John Hancock Variable Insurance Trust | 26,909 | 2.3M $ | 1.91 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 26,643 | 2.3M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 25,226 | 2.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 23,085 | 2.3M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 22,899 | 2.3M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 26,261 | 2.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 24,855 | 2.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 25,323 | 2.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 21,846 | 2.2M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 21,564 | 2.1M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 23,267 | 2.1M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| Embark Small Cap Equity Fund Harbor Funds II | 21,307 | 2.1M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 23,068 | 2.1M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 20,891 | 2.1M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 23,740 | 2M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 20,310 | 2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | 22,443 | 1.9M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 19,480 | 1.9M $ | 1.13 % | as of Apr 30, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 22,160 | 1.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 1290 GAMCO Small/Mid Cap Value Fund 1290 Funds | 18,853 | 1.9M $ | 0.82 % | as of Apr 30, 2026 · Original filing |