Funds holding Polaris Inc
352 funds declare a position · 87 ETFs and 265 other funds · 1.5B $ · US7310681025
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 | 2,405,834 | 131.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 1,707,118 | 103.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 1,617,769 | 98.3M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Mid-Cap ETF iShares Trust | 1,769,119 | 96.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,717,906 | 93.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,302,272 | 71M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,241,554 | 67.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 790,774 | 43.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 528,218 | 35M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 595,788 | 32.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust | 421,449 | 27.9M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 477,659 | 26M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 457,272 | 24.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 366,684 | 22.3M $ | 1.26 % | as of Feb 28, 2026 · Original filing |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 324,308 | 21.5M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 299,062 | 19.8M $ | 1.86 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 293,701 | 17.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 254,250 | 16.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 264,251 | 16.1M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 259,140 | 15.7M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 272,518 | 14.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 262,900 | 14.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 261,303 | 14.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 208,002 | 13.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST | 218,020 | 13.2M $ | 1.60 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 193,427 | 12.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 180,037 | 11.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 164,214 | 10.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II | 181,888 | 9.9M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 178,027 | 9.7M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II | 148,400 | 9M $ | 0.94 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 136,036 | 8.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Artisan Mid Cap Value Fund Artisan Partners Funds Inc. | 147,841 | 8.1M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 121,372 | 8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 116,964 | 7.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 110,327 | 7.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 117,912 | 7.2M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 118,359 | 6.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 96,412 | 6.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 100,683 | 6.1M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 99,730 | 6.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 97,562 | 5.9M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 82,015 | 5.4M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 88,468 | 5.4M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 81,211 | 4.9M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 80,017 | 4.9M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 71,714 | 4.8M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 87,061 | 4.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| MFS Equity Income Fund MFS SERIES TRUST VII | 71,566 | 4.7M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 69,626 | 4.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 82,179 | 4.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 82,173 | 4.5M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 64,405 | 4.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 64,190 | 4.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 69,191 | 4.2M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| First Trust Small Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 63,065 | 4.2M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 61,451 | 4.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| PIMCO RAE US Small Fund PIMCO Equity Series | 73,968 | 4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Victory Market Neutral Income Fund Victory Portfolios II | 71,458 | 3.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 61,450 | 3.7M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 66,969 | 3.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 54,499 | 3.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 66,188 | 3.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 66,004 | 3.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 64,333 | 3.5M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | 63,783 | 3.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 50,687 | 3.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 54,196 | 3.3M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Mairs & Power Small Cap Fund Trust for Professional Managers | 58,186 | 3.2M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 46,292 | 3.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 55,625 | 3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 54,072 | 2.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 53,602 | 2.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 43,216 | 2.9M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 46,197 | 2.8M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 41,249 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 44,872 | 2.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 44,019 | 2.7M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 47,746 | 2.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 46,125 | 2.5M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 41,347 | 2.5M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 37,772 | 2.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 45,075 | 2.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 44,830 | 2.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 40,026 | 2.4M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 39,456 | 2.4M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 39,403 | 2.4M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 43,800 | 2.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Invenomic Fund NORTHERN LIGHTS FUND TRUST II | 35,297 | 2.3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Monarch Volume Factor Dividend Tree Index ETF Northern Lights Fund Trust IV | 37,779 | 2.3M $ | 2.32 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 32,246 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust | 32,002 | 2.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 38,498 | 2.1M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | 37,974 | 2.1M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 37,764 | 2.1M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 36,100 | 2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 34,000 | 1.9M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 30,466 | 1.9M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 27,903 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy HV Fund AQR Funds | 33,809 | 1.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 32,838 | 1.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 32,640 | 1.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 25,409 | 1.7M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 30,728 | 1.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 29,800 | 1.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 23,272 | 1.5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Parametric Equity Premium Income ETF Morgan Stanley ETF Trust | 28,288 | 1.5M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 23,088 | 1.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 27,179 | 1.5M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Intrepid Capital Fund Intrepid Capital Management Funds Trust | 26,610 | 1.5M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust | 21,691 | 1.4M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 21,447 | 1.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 25,808 | 1.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 25,159 | 1.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 24,908 | 1.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 24,858 | 1.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 20,441 | 1.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 19,774 | 1.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 24,001 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 21,438 | 1.3M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 18,858 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 22,600 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 17,444 | 1.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 17,289 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 20,144 | 1.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 20,091 | 1.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 19,379 | 1.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 18,981 | 1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| AQR Alternative Risk Premia Fund AQR Funds | 18,712 | 1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 18,403 | 1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 18,134 | 988.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 18,015 | 981.8K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds | 17,745 | 967.1K $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 17,600 | 959.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc | 17,480 | 952.7K $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 17,082 | 931K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 15,065 | 915K $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 16,759 | 913.4K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 13,768 | 912.4K $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 15,001 | 911.2K $ | 0.02 % | as of Feb 27, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 16,588 | 904K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 16,241 | 885.1K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 15,943 | 868.9K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 15,656 | 853.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund VALIC Co I | 13,491 | 819.4K $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,964 | 815.5K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 14,752 | 804K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 11,800 | 782K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Gotham Absolute Return Fund FundVantage Trust | 14,024 | 764.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 13,966 | 761.1K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 13,890 | 757K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 10,823 | 717.2K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 13,097 | 713.8K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Gotham 1000 Value ETF Tidal Trust I | 12,899 | 703K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 12,874 | 701.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 12,802 | 697.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 12,052 | 656.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 12,039 | 656.1K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares US Small Cap Value Factor ETF iShares Trust | 11,667 | 635.9K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 9,487 | 628.7K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Penn Series Small Cap Value Fund Penn Series Funds Inc | 11,475 | 625.4K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,429 | 624.9K $ | 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 | 11,376 | 620K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 10,087 | 612.7K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 9,086 | 602.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,036 | 598.8K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 10,603 | 577.9K $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 10,487 | 571.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust | 10,419 | 567.8K $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 10,400 | 566.8K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 8,313 | 550.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 8,193 | 543K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 9,793 | 533.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 9,779 | 533K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 9,683 | 527.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 9,533 | 519.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 8,511 | 517K $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 7,754 | 513.9K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,733 | 512.5K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | 9,280 | 505.8K $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 7,623 | 505.2K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,207 | 498.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 8,879 | 483.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 7,687 | 466.9K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 7,001 | 464K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 8,427 | 459.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 6,663 | 441.6K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 8,085 | 440.6K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 7,982 | 435K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,404 | 424.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 7,719 | 420.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 6,912 | 419.8K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 6,300 | 417.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 6,856 | 416.4K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 6,711 | 407.6K $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 7,463 | 406.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 6,100 | 404.2K $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 6,058 | 401.5K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 5,956 | 394.7K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 5,888 | 390.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |