Funds holding Polaris Inc
355 funds declare a position · 87 ETFs and 268 other funds · 1.5B $· 9.3M SEK· 83.7K € · US7310681025
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 30,728 | 1.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 102 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 30,466 | 1.9M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 103 | EQ/Small Company Index Portfolio EQ Advisors Trust | 29,800 | 1.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 104 | Parametric Equity Premium Income ETF Morgan Stanley ETF Trust | 28,288 | 1.5M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 105 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 27,903 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 106 | HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 27,179 | 1.5M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| 107 | Intrepid Capital Fund Intrepid Capital Management Funds Trust | 26,610 | 1.5M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| 108 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 25,808 | 1.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 109 | 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 |
| 110 | Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 25,159 | 1.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 111 | Small Cap Index Fund Northern Funds | 24,908 | 1.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 112 | Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 24,858 | 1.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 113 | Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 24,001 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 114 | Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 23,272 | 1.5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 115 | Global X Russell 2000 ETF GLOBAL X FUNDS | 23,088 | 1.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 116 | 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 |
| 117 | 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 |
| 118 | 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 |
| 119 | Small Cap Index Fund VALIC Co I | 21,438 | 1.3M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 120 | MidCap S&P 400 Index Fund Principal Funds, Inc | 20,441 | 1.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 121 | MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 20,144 | 1.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 122 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 20,091 | 1.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 123 | 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 |
| 124 | NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 19,379 | 1.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 125 | Mid Cap Index Trust John Hancock Variable Insurance Trust | 18,981 | 1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 126 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 18,858 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 127 | AQR Alternative Risk Premia Fund AQR Funds | 18,712 | 1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 128 | 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 |
| 129 | MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 18,134 | 988.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 130 | BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 18,015 | 981.8K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 131 | 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 |
| 132 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 17,600 | 959.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 133 | 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 |
| 134 | SmallCap Value Fund II Principal Funds, Inc | 17,444 | 1.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 135 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 17,289 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 136 | JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 17,082 | 931K $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 137 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 16,759 | 913.4K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 138 | AST Small-Cap Equity Portfolio Advanced Series Trust | 16,588 | 904K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 139 | 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 |
| 140 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 15,943 | 868.9K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 141 | LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 15,656 | 853.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 142 | Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB | 15,600 | 8.1M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 143 | 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 |
| 144 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 15,001 | 911.2K $ | 0.02 % | as of Feb 27, 2026 · Original filing |
| 145 | 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 |
| 146 | iShares Russell 3000 ETF iShares Trust | 14,752 | 804K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 147 | Gotham Absolute Return Fund FundVantage Trust | 14,024 | 764.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 148 | JPMorgan Small Cap Value Fund JPMorgan Trust II | 13,966 | 761.1K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 149 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 13,890 | 757K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 150 | The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 13,768 | 912.4K $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 151 | Small Cap Value Fund VALIC Co I | 13,491 | 819.4K $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| 152 | Small Company Fund American Century Quantitative Equity Funds, Inc. | 13,097 | 713.8K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| 153 | Gotham 1000 Value ETF Tidal Trust I | 12,899 | 703K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| 154 | Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 12,874 | 701.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 155 | Diversified Equity Master Portfolio Master Investment Portfolio | 12,802 | 697.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 156 | EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 12,052 | 656.8K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 157 | THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 12,039 | 656.1K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 158 | Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 11,800 | 782K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 159 | iShares US Small Cap Value Factor ETF iShares Trust | 11,667 | 635.9K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| 160 | Penn Series Small Cap Value Fund Penn Series Funds Inc | 11,475 | 625.4K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 161 | 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 |
| 162 | iShares Morningstar Small-Cap Value ETF iShares Trust | 10,823 | 717.2K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 163 | MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 10,603 | 577.9K $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 164 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 10,487 | 571.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 165 | 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 |
| 166 | Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 10,400 | 566.8K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 167 | VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 10,087 | 612.7K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 168 | CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 9,793 | 533.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 169 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 9,779 | 533K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 170 | Small Cap Index Trust John Hancock Variable Insurance Trust | 9,683 | 527.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 171 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 9,533 | 519.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 172 | U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 9,487 | 628.7K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 173 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,429 | 624.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 174 | Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | 9,280 | 505.8K $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| 175 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 9,086 | 602.1K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 176 | 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 |
| 177 | Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 8,879 | 483.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 178 | Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust | 8,511 | 517K $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| 179 | 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 |
| 180 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 8,313 | 550.9K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 181 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,207 | 498.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 182 | SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 8,193 | 543K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| 183 | State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 8,085 | 440.6K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 184 | 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 7,982 | 435K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 185 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 7,754 | 513.9K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 186 | U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,733 | 512.5K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 187 | AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 7,719 | 420.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| 188 | Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 7,687 | 466.9K $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| 189 | Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 7,623 | 505.2K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 190 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 7,463 | 406.7K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 191 | Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 7,100 | 387K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 192 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 7,001 | 464K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 193 | 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 |
| 194 | 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 |
| 195 | iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 6,839 | 372.7K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 196 | Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 6,829 | 372.2K $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 197 | 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 |
| 198 | Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust | 6,663 | 441.6K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 199 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 6,569 | 358K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 200 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,431 | 350.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
Institutional managers
434 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 7,055,706 | 384.5M $ | as of Mar 31, 2026 |
| Capital World Investors | 3,897,663 | 212.4M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,571,510 | 140.1M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 2,175,418 | 118.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 1,972,094 | 107.5M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 1,927,467 | 105M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,735,549 | 94.6M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,546,260 | 84.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,408,619 | 76.8M $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 1,200,600 | 65.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,040,501 | 56.7M $ | as of Mar 31, 2026 |
| Auto-Owners Insurance Co | 1,035,000 | 56.4M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 890,498 | 48.5M $ | as of Mar 31, 2026 |
| RWWM, Inc. | 887,961 | 48.4M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 846,535 | 46.1M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 708,151 | 38.6M $ | as of Mar 31, 2026 |
| Gotham Asset Management, LLC | 705,826 | 38.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 683,631 | 37.3M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 673,329 | 36.7M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 668,333 | 36.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 657,075 | 35.8M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 652,936 | 35.6M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 648,557 | 35.3M $ | as of Mar 31, 2026 |
| Artisan Partners Limited Partnership | 584,865 | 31.9M $ | as of Mar 31, 2026 |
| ProShare Advisors LLC | 488,920 | 26.6M $ | as of Mar 31, 2026 |