Funds holding Portland General Electric Co
468 funds declare a position · 104 ETFs and 364 other funds · 2.7B $ · US7365088472
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 3,724,435 | 196.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,662,528 | 193.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS | 3,216,644 | 169.7M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 2,773,441 | 146.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,664,303 | 140.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,696,810 | 89.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,255,297 | 66.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 1,122,465 | 58.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 971,443 | 51.3M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Fidelity Equity Dividend Income Fund Fidelity Financial Trust | 752,400 | 40.6M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 745,661 | 40.2M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust | 692,483 | 36M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 666,231 | 35.2M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 602,990 | 32.5M $ | 1.19 % | as of Feb 28, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 612,570 | 32.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 588,079 | 31.7M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 561,360 | 30.3M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 571,910 | 30.2M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds | 570,976 | 29.7M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 546,818 | 29.5M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 550,056 | 29M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 510,267 | 27.5M $ | 1.56 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 466,914 | 24.6M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 440,988 | 22.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 435,678 | 22.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) | 407,860 | 21.5M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 396,847 | 20.9M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| Neuberger Intrinsic Value Fund NEUBERGER BERMAN EQUITY FUNDS | 386,245 | 20.8M $ | 1.60 % | as of Feb 28, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 371,794 | 20.1M $ | 0.44 % | as of Feb 27, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 353,223 | 18.3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 348,100 | 18.1M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 304,366 | 16.4M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| MFS Equity Income Fund MFS SERIES TRUST VII | 315,508 | 16.4M $ | 2.07 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 303,362 | 16M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 293,154 | 15.2M $ | 1.43 % | as of Apr 30, 2026 · Original filing |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 275,127 | 14.8M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| iShares Core High Dividend ETF iShares Trust | 284,392 | 14.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Victory Market Neutral Income Fund Victory Portfolios II | 279,755 | 14.8M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds | 275,966 | 14.6M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 248,484 | 12.9M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Columbia Select Small Cap Value Fund Columbia Funds Series Trust II | 234,518 | 12.7M $ | 3.16 % | as of Feb 28, 2026 · Original filing |
| THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 229,168 | 12.1M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST | 223,751 | 12.1M $ | 1.46 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 219,153 | 11.8M $ | 1.56 % | as of Feb 28, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 222,101 | 11.7M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 216,378 | 11.4M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 211,405 | 11.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 202,725 | 10.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Small Cap Equity Portfolio GLENMEDE FUND INC | 203,112 | 10.5M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 195,743 | 10.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Victory Integrity Small-Cap Value Fund Victory Portfolios | 188,000 | 9.9M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 185,456 | 9.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 183,895 | 9.7M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 183,771 | 9.7M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust | 183,883 | 9.5M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 179,100 | 9.3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 171,226 | 9.2M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 172,838 | 9.1M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 172,546 | 9M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 165,935 | 9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 162,280 | 8.4M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 152,141 | 8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | 147,037 | 7.8M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| NORTH SQUARE DYNAMIC SMALL CAP FUND Exchange Place Advisors Trust | 139,350 | 7.5M $ | 1.10 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 144,071 | 7.5M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 140,509 | 7.4M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Diversified Real Asset Fund Principal Funds, Inc | 136,268 | 7.4M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 139,196 | 7.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| AMG GW&K Small/Mid Cap Core Fund AMG Funds | 133,571 | 7M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 133,025 | 7M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 134,324 | 7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 131,927 | 7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 131,119 | 6.9M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| The Gabelli Utilities Fund Gabelli Utilities Fund | 131,050 | 6.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 128,330 | 6.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Infrastructure ETF iShares Trust | 125,694 | 6.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 Dividend Growers ETF ProShares Trust | 122,857 | 6.6M $ | 1.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 121,600 | 6.6M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 120,995 | 6.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 118,694 | 6.3M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 120,220 | 6.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 116,914 | 6.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 112,327 | 6.1M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 113,505 | 6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Utilities Fund American Century Quantitative Equity Funds, Inc. | 111,133 | 5.9M $ | 1.87 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 112,452 | 5.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 105,938 | 5.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 101,543 | 5.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 100,147 | 5.4M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II | 97,910 | 5.3M $ | 0.55 % | as of Feb 28, 2026 · Original filing |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 96,825 | 5.2M $ | 1.63 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 95,938 | 5.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| DEAN SMALL CAP VALUE Unified Series Trust | 96,875 | 5.1M $ | 3.00 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 96,256 | 5.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 92,673 | 5M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 94,417 | 5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS | 94,255 | 5M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 95,199 | 4.9M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 93,268 | 4.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 91,279 | 4.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 85,907 | 4.6M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 88,500 | 4.6M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 83,360 | 4.5M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 86,598 | 4.5M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 85,194 | 4.5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 82,948 | 4.5M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| AQR Managed Futures Strategy HV Fund AQR Funds | 83,081 | 4.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund Northern Funds | 82,841 | 4.4M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 83,258 | 4.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 78,837 | 4.2M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 78,139 | 4.1M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 78,041 | 4.1M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| Sterling Capital Small Cap Value Fund Sterling Capital Funds | 76,280 | 4M $ | 2.31 % | as of Mar 31, 2026 · Original filing |
| Brookstone Dividend Stock ETF Northern Lights Fund Trust IV | 74,074 | 4M $ | 4.01 % | as of Feb 28, 2026 · Original filing |
| ClearBridge Global Infrastructure Income Fund Legg Mason Global Asset Management Trust | 75,656 | 4M $ | 2.45 % | as of Mar 31, 2026 · Original filing |
| Nuveen Real Asset Income Fund Nuveen Investment Funds, Inc. | 75,225 | 4M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 74,600 | 3.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 73,795 | 3.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Portfolio Bernstein Fund Inc | 71,500 | 3.8M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 70,672 | 3.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 69,872 | 3.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 70,730 | 3.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 69,390 | 3.7M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Nuance Mid Cap Value Fund Managed Portfolio Series | 70,320 | 3.7M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 68,965 | 3.6M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Select Small Cap Value Fund Columbia Funds Variable Series Trust II | 66,766 | 3.5M $ | 3.14 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 64,729 | 3.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 64,800 | 3.4M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust | 65,800 | 3.4M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 64,679 | 3.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 65,160 | 3.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 63,119 | 3.3M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 62,794 | 3.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 61,682 | 3.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 61,646 | 3.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Utilities Sector Fund JNL Series Trust | 59,283 | 3.1M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 58,096 | 3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Putnam Small Cap Value Fund Putnam Investment Funds | 54,648 | 2.9M $ | 1.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 55,441 | 2.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Core Fund DEUTSCHE DWS INVESTMENT TRUST | 55,000 | 2.9M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 53,749 | 2.9M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 52,959 | 2.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 52,553 | 2.8M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 52,308 | 2.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 52,106 | 2.7M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 51,981 | 2.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Global X U.S. Electrification ETF GLOBAL X FUNDS | 51,609 | 2.7M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 49,167 | 2.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 49,099 | 2.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| TCW Relative Value Mid Cap Fund TCW FUNDS INC | 48,872 | 2.5M $ | 1.74 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Value Fund Bridgeway Funds, Inc. | 48,000 | 2.5M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 48,219 | 2.5M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | 47,364 | 2.5M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 46,316 | 2.5M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 45,713 | 2.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 45,602 | 2.5M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 45,489 | 2.5M $ | 0.22 % | as of Feb 27, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 46,229 | 2.4M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| VanEck Morningstar SMID Moat ETF VanEck ETF Trust | 46,216 | 2.4M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 45,106 | 2.4M $ | 0.81 % | as of Feb 28, 2026 · Original filing |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 45,084 | 2.4M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 46,460 | 2.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 45,682 | 2.4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 45,624 | 2.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 45,426 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 44,378 | 2.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust | 42,407 | 2.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 42,405 | 2.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 43,032 | 2.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 40,564 | 2.1M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| ICON EQUITY INCOME FUND SCM Trust | 40,162 | 2.1M $ | 4.89 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 39,955 | 2.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 39,813 | 2.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 39,682 | 2.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 39,600 | 2.1M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust | 39,308 | 2.1M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 39,628 | 2.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 38,897 | 2.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust | 38,245 | 2M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 38,176 | 2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 38,000 | 2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 38,600 | 2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 37,840 | 2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 36,706 | 1.9M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| WesMark Small Company Fund WesMark Funds | 36,500 | 1.9M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| Parametric Equity Premium Income ETF Morgan Stanley ETF Trust | 36,221 | 1.9M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 36,648 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 35,493 | 1.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 35,225 | 1.9M $ | 0.60 % | 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 | 35,125 | 1.9M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 34,207 | 1.8M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 34,121 | 1.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust | 34,017 | 1.8M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 33,866 | 1.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 33,964 | 1.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 33,100 | 1.7M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 32,959 | 1.7M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 32,889 | 1.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 31,804 | 1.7M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Hartford Multifactor US Equity ETF Lattice Strategies Trust | 32,747 | 1.7M $ | 0.29 % | as of Apr 30, 2026 · Original filing |