Titelia

Funds holding Preferred Bank/Los Angeles CA

259 funds declare a position · 76 ETFs and 183 other funds · 508.6M $ · US7403674044

Funds report on different dates: each line carries its own. The 200 largest lines are shown.

FundSharesValue (USD)Weight
T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. 586,28753.2M $0.58 %as of Mar 31, 2026 · Original filing
iShares Core S&P Small-Cap ETF iShares Trust 546,81249.6M $0.05 %as of Mar 31, 2026 · Original filing
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 364,03833M $0.00 %as of Mar 31, 2026 · Original filing
Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST 349,02030.6M $0.04 %as of Feb 28, 2026 · Original filing
Avantis U.S. Small Cap Value ETF American Century ETF Trust 314,29927.6M $0.12 %as of Feb 28, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 185,05116.8M $0.02 %as of Mar 31, 2026 · Original filing
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 156,20014.2M $0.01 %as of Mar 31, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 125,90311.4M $0.01 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 115,84611M $0.03 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 120,08910.9M $0.29 %as of Mar 31, 2026 · Original filing
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 105,70010M $0.06 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 103,8419.4M $0.07 %as of Mar 31, 2026 · Original filing
iShares S&P Small-Cap 600 Growth ETF iShares Trust 93,2508.5M $0.13 %as of Mar 31, 2026 · Original filing
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 86,0577.8M $0.08 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 Value ETF iShares Trust 85,0747.7M $0.06 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 80,1877.6M $0.06 %as of Apr 30, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 74,6997.1M $0.04 %as of Apr 30, 2026 · Original filing
Boston Partners Small Cap Value Fund II RBB Fund, Inc. 68,6756M $0.77 %as of Feb 28, 2026 · Original filing
ProShares Russell 2000 Dividend Growers ETF ProShares Trust 63,4225.6M $0.84 %as of Feb 28, 2026 · Original filing
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 59,7405.4M $0.14 %as of Mar 31, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 59,6525.2M $0.01 %as of Feb 28, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 54,0895.1M $0.07 %as of Apr 30, 2026 · Original filing
Applied Finance Explorer Fund World Funds Trust 53,7575.1M $0.51 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 57,8855.1M $0.03 %as of Feb 28, 2026 · Original filing
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 54,6894.8M $0.02 %as of Feb 28, 2026 · Original filing
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 48,8154.6M $1.01 %as of Apr 30, 2026 · Original filing
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 48,5644.6M $1.62 %as of Apr 30, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 44,6674.1M $0.22 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 40,1703.8M $0.03 %as of Apr 30, 2026 · Original filing
Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 38,5513.5M $0.60 %as of Mar 31, 2026 · Original filing
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 39,6733.5M $0.04 %as of Feb 28, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 38,8563.4M $0.06 %as of Feb 28, 2026 · Original filing
Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 34,9353.3M $0.54 %as of Apr 30, 2026 · Original filing
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 34,8403.2M $0.38 %as of Mar 31, 2026 · Original filing
Nuveen Small Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 31,0002.9M $1.13 %as of Apr 30, 2026 · Original filing
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 33,2122.9M $0.00 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 29,9782.8M $0.01 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 30,8812.8M $0.14 %as of Mar 31, 2026 · Original filing
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 27,6942.6M $0.14 %as of Apr 30, 2026 · Original filing
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 26,3122.5M $0.11 %as of Apr 30, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 28,0072.5M $0.10 %as of Feb 28, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 25,5952.4M $0.03 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 24,8872.4M $0.01 %as of Apr 30, 2026 · Original filing
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 24,7622.2M $0.00 %as of Feb 28, 2026 · Original filing
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 23,6002.1M $0.15 %as of Mar 31, 2026 · Original filing
iShares Micro-Cap ETF iShares Trust 23,4972.1M $0.18 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 22,1752.1M $0.01 %as of Apr 30, 2026 · Original filing
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 22,3172M $0.11 %as of Mar 31, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 22,6572M $0.00 %as of Feb 28, 2026 · Original filing
SmallCap Value Fund II Principal Funds, Inc 20,7732M $0.16 %as of Apr 30, 2026 · Original filing
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 19,1001.8M $0.44 %as of Apr 30, 2026 · Original filing
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 19,9641.8M $0.73 %as of Feb 28, 2026 · Original filing
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 18,3101.7M $0.05 %as of Apr 30, 2026 · Original filing
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 19,6901.7M $0.01 %as of Feb 28, 2026 · Original filing
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 17,7221.7M $0.05 %as of Apr 30, 2026 · Original filing
JNL Small Cap Index Fund JNL Series Trust 17,6371.6M $0.07 %as of Mar 31, 2026 · Original filing
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 18,0551.6M $0.06 %as of Feb 28, 2026 · Original filing
Avantis U.S. Small Cap Value Fund American Century ETF Trust 17,7331.6M $0.11 %as of Feb 28, 2026 · Original filing
Small Cap Value Fund Northern Funds 16,3751.5M $0.24 %as of Mar 31, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 16,4621.4M $0.00 %as of Feb 28, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 14,7811.4M $0.05 %as of Apr 30, 2026 · Original filing
First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust 14,8761.3M $0.19 %as of Mar 31, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 14,1941.3M $0.03 %as of Apr 30, 2026 · Original filing
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 14,4911.3M $0.07 %as of Mar 31, 2026 · Original filing
Small-Cap Value Fund Bridgeway Funds, Inc. 13,6761.2M $0.40 %as of Mar 31, 2026 · Original filing
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 14,1001.2M $0.10 %as of Feb 28, 2026 · Original filing
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 13,0551.2M $0.18 %as of Mar 31, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 12,4801.2M $0.02 %as of Apr 30, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 12,3931.2M $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 12,6611.1M $0.12 %as of Feb 28, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 11,6511.1M $0.03 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 10,7131M $0.01 %as of Apr 30, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 11,1471M $0.02 %as of Mar 31, 2026 · Original filing
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 10,255971.5K $0.20 %as of Apr 30, 2026 · Original filing
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 10,621963.2K $1.35 %as of Mar 31, 2026 · Original filing
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 9,459896.1K $0.04 %as of Apr 30, 2026 · Original filing
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 9,548865.9K $0.06 %as of Mar 31, 2026 · Original filing
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 9,330846.1K $0.18 %as of Mar 31, 2026 · Original filing
SmallCap S&P 600 Index Fund Principal Funds, Inc 8,903843.4K $0.06 %as of Apr 30, 2026 · Original filing
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 9,254811.8K $0.09 %as of Feb 28, 2026 · Original filing
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 9,224809.1K $0.14 %as of Feb 28, 2026 · Original filing
WisdomTree U.S. SmallCap Fund WisdomTree Trust 8,544774.9K $0.12 %as of Mar 31, 2026 · Original filing
Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust 8,150772K $0.05 %as of Apr 30, 2026 · Original filing
Small Company Value Trust John Hancock Variable Insurance Trust 8,476768.7K $0.60 %as of Mar 31, 2026 · Original filing
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 8,345756.8K $0.07 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,624756.5K $0.07 %as of Feb 28, 2026 · Original filing
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 8,340756.4K $0.13 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 8,579752.5K $0.01 %as of Feb 28, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 8,046729.7K $0.04 %as of Mar 31, 2026 · Original filing
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,643693.1K $0.08 %as of Mar 31, 2026 · Original filing
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 7,854689K $0.00 %as of Feb 28, 2026 · Original filing
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 7,560685.6K $0.07 %as of Mar 31, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 7,196681.7K $0.00 %as of Apr 30, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 6,900625.8K $0.04 %as of Mar 31, 2026 · Original filing
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 6,806617.2K $0.14 %as of Mar 31, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 6,711608.6K $0.00 %as of Mar 31, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 6,654583.7K $0.00 %as of Feb 28, 2026 · Original filing
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 6,604579.3K $0.08 %as of Feb 28, 2026 · Original filing
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 6,095577.4K $0.00 %as of Apr 30, 2026 · Original filing
Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II 6,566576K $0.23 %as of Feb 28, 2026 · Original filing
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 6,202562.5K $0.37 %as of Mar 31, 2026 · Original filing
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 5,720541.9K $0.06 %as of Apr 30, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 5,642534.5K $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 6,027528.7K $0.07 %as of Feb 28, 2026 · Original filing
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 5,747504.1K $0.03 %as of Feb 28, 2026 · Original filing
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,144487.3K $0.06 %as of Apr 30, 2026 · Original filing
Infrastructure Capital Small Cap Income ETF Series Portfolios Trust 5,513483.6K $2.50 %as of Feb 28, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 5,053478.7K $0.03 %as of Apr 30, 2026 · Original filing
Small Cap Index Fund Northern Funds 5,276478.5K $0.03 %as of Mar 31, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 5,191470.8K $0.00 %as of Mar 31, 2026 · Original filing
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 5,355469.7K $0.19 %as of Feb 28, 2026 · Original filing
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 5,260461.4K $0.10 %as of Feb 28, 2026 · Original filing
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 4,814456K $0.13 %as of Apr 30, 2026 · Original filing
Barrons 400 ETF ALPS ETF TRUST 5,196455.8K $0.22 %as of Feb 28, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 4,900444.4K $0.02 %as of Mar 31, 2026 · Original filing
Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust 4,624438K $0.36 %as of Apr 30, 2026 · Original filing
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 4,575433.4K $0.06 %as of Apr 30, 2026 · Original filing
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 4,538429.9K $0.05 %as of Apr 30, 2026 · Original filing
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 4,268404.3K $0.06 %as of Apr 30, 2026 · Original filing
Small-Cap Value Portfolio PACIFIC SELECT FUND 4,398398.9K $0.11 %as of Mar 31, 2026 · Original filing
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 4,293389.3K $0.53 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,075386K $0.07 %as of Apr 30, 2026 · Original filing
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 4,182379.3K $0.27 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 3,989377.9K $0.02 %as of Apr 30, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,912370.6K $0.00 %as of Apr 30, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 4,077369.7K $0.01 %as of Mar 31, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 3,977360.7K $0.04 %as of Mar 31, 2026 · Original filing
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 3,968359.9K $0.07 %as of Mar 31, 2026 · Original filing
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 3,855349.6K $0.07 %as of Mar 31, 2026 · Original filing
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 3,578338.9K $0.03 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 3,447326.5K $0.00 %as of Apr 30, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 3,583324.9K $0.03 %as of Mar 31, 2026 · Original filing
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 3,411323.1K $0.02 %as of Apr 30, 2026 · Original filing
Franklin U.S. Small Cap Equity Fund Legg Mason Global Asset Management Trust 3,530320.1K $0.27 %as of Mar 31, 2026 · Original filing
Dimensional US Small Cap Value ETF Dimensional ETF Trust 3,346317K $0.00 %as of Apr 30, 2026 · Original filing
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 3,180301.2K $0.01 %as of Apr 30, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 3,171300.4K $0.00 %as of Apr 30, 2026 · Original filing
Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust 3,306299.8K $0.05 %as of Mar 31, 2026 · Original filing
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 3,282297.6K $0.07 %as of Mar 31, 2026 · Original filing
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 3,270296.6K $0.18 %as of Mar 31, 2026 · Original filing
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 3,118282.8K $0.00 %as of Mar 31, 2026 · Original filing
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,072278.6K $0.03 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 2,852258.6K $0.00 %as of Mar 31, 2026 · Original filing
Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds 2,812255K $0.37 %as of Mar 31, 2026 · Original filing
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 2,691254.9K $0.47 %as of Apr 30, 2026 · Original filing
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 2,578226.1K $0.08 %as of Feb 28, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 2,446221.8K $0.03 %as of Mar 31, 2026 · Original filing
Small Cap Core Fund Northern Funds 2,395217.2K $0.06 %as of Mar 31, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 2,329211.2K $0.03 %as of Mar 31, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 2,234202.6K $0.00 %as of Mar 31, 2026 · Original filing
Acuitas Small Cap Active ETF Series Portfolios Trust 2,150195K $0.27 %as of Mar 31, 2026 · Original filing
Small Cap Index Trust John Hancock Variable Insurance Trust 2,086189.2K $0.03 %as of Mar 31, 2026 · Original filing
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 1,950184.7K $0.01 %as of Apr 30, 2026 · Original filing
1290 VT Micro Cap Portfolio EQ Advisors Trust 1,963178K $0.10 %as of Mar 31, 2026 · Original filing
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 1,863163.4K $0.07 %as of Feb 28, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 1,717162.7K $0.01 %as of Apr 30, 2026 · Original filing
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 1,707161.7K $0.04 %as of Apr 30, 2026 · Original filing
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 1,770160.5K $0.00 %as of Mar 31, 2026 · Original filing
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,757159.3K $0.00 %as of Mar 31, 2026 · Original filing
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 1,641148.8K $0.04 %as of Mar 31, 2026 · Original filing
Victory Extended Market Index Fund Victory Portfolios III 1,533145.2K $0.02 %as of Apr 30, 2026 · Original filing
Longboard Fund NORTHERN LIGHTS FUND TRUST II 1,606140.9K $0.13 %as of Feb 28, 2026 · Original filing
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 1,545140.1K $0.01 %as of Mar 31, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 1,537134.8K $0.01 %as of Feb 28, 2026 · Original filing
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 1,365123.8K $0.51 %as of Mar 31, 2026 · Original filing
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 1,352122.6K $0.04 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,313119.1K $0.01 %as of Mar 31, 2026 · Original filing
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 1,351118.5K $0.08 %as of Feb 28, 2026 · Original filing
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 1,342117.7K $0.14 %as of Feb 28, 2026 · Original filing
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 1,296117.5K $0.07 %as of Mar 31, 2026 · Original filing
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 1,294117.4K $0.06 %as of Mar 31, 2026 · Original filing
Adara Smaller Companies Fund RBB Fund, Inc. 1,275111.8K $0.01 %as of Feb 28, 2026 · Original filing
1290 VT Small Cap Value Portfolio EQ Advisors Trust 1,227111.3K $0.03 %as of Mar 31, 2026 · Original filing
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 1,209109.6K $0.00 %as of Mar 31, 2026 · Original filing
Longview Advantage ETF RBB Fund Trust 1,249109.6K $0.02 %as of Feb 28, 2026 · Original filing
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 1,146108.6K $0.00 %as of Apr 30, 2026 · Original filing
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,193108.2K $0.03 %as of Mar 31, 2026 · Original filing
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 1,186107.6K $0.03 %as of Mar 31, 2026 · Original filing
iShares Morningstar Small-Cap Value ETF iShares Trust 1,097103.9K $0.02 %as of Apr 30, 2026 · Original filing
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,142103.6K $0.06 %as of Mar 31, 2026 · Original filing
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 1,139103.3K $0.02 %as of Mar 31, 2026 · Original filing
Column Small Cap Fund Trust for Professional Managers 1,174103K $0.02 %as of Feb 28, 2026 · Original filing
JNL/DFA U.S. Core Equity Fund JNL Series Trust 1,07997.9K $0.01 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 99890.5K $0.01 %as of Mar 31, 2026 · Original filing
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 97688.5K $0.03 %as of Mar 31, 2026 · Original filing
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 96187.2K $0.02 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 97985.9K $0.07 %as of Feb 28, 2026 · Original filing
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 90782.3K $0.04 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity Fund American Century ETF Trust 91480.2K $0.01 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 89678.6K $0.00 %as of Feb 28, 2026 · Original filing
GuideMark Small/Mid Cap Core Fund GPS Funds I 86578.4K $0.08 %as of Mar 31, 2026 · Original filing
Nationwide Small Cap Index Fund Nationwide Mutual Funds 81677.3K $0.03 %as of Apr 30, 2026 · Original filing
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 80272.7K $0.00 %as of Mar 31, 2026 · Original filing
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 79371.9K $0.04 %as of Mar 31, 2026 · Original filing
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 79271.8K $0.15 %as of Mar 31, 2026 · Original filing
Venerable US Small Cap Fund Venerable Variable Insurance Trust 78771.4K $0.05 %as of Mar 31, 2026 · Original filing
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 78371K $0.02 %as of Mar 31, 2026 · Original filing
Adasina Social Justice All Cap Global ETF Tidal Trust I 73964.8K $0.02 %as of Feb 28, 2026 · Original filing
ProShares Ultra Russell2000 ProShares Trust 72263.3K $0.02 %as of Feb 28, 2026 · Original filing
ProShares UltraPro Russell2000 ProShares Trust 72263.3K $0.02 %as of Feb 28, 2026 · Original filing