Titelia

Funds holding ServisFirst Bancshares Inc

286 funds declare a position · 71 ETFs and 215 other funds · 1.6B $ · US81768T1088

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

FundSharesValue (USD)Weight
iShares Core S&P Small-Cap ETF iShares Trust 3,017,614219.8M $0.24 %as of Mar 31, 2026 · Original filing
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,632,002118.9M $0.01 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 1,263,05392M $0.13 %as of Mar 31, 2026 · Original filing
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,196,27787.1M $0.05 %as of Mar 31, 2026 · Original filing
Virtus KAR Small-Cap Growth Fund Virtus Equity Trust 738,66753.8M $6.52 %as of Mar 31, 2026 · Original filing
Victory Sycamore Small Company Opportunity Fund Victory Portfolios 630,00045.9M $1.03 %as of Mar 31, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 560,64240.8M $0.05 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 510,56740.7M $0.12 %as of Apr 30, 2026 · Original filing
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 511,27337.2M $0.37 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 454,77833.1M $0.24 %as of Mar 31, 2026 · Original filing
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 404,75432.8M $2.76 %as of Feb 28, 2026 · Original filing
iShares Russell 2000 Growth ETF iShares Trust 420,63730.6M $0.25 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 404,40829.5M $0.79 %as of Mar 31, 2026 · Original filing
Small-MidCap Dividend Income Fund Principal Funds, Inc 350,07428.4M $1.64 %as of Feb 28, 2026 · Original filing
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 380,93427.7M $0.05 %as of Mar 31, 2026 · Original filing
JPMorgan Small Cap Equity Fund JPMorgan Trust I 338,17424.6M $0.86 %as of Mar 31, 2026 · Original filing
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 333,85324.3M $0.06 %as of Mar 31, 2026 · Original filing
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 317,83523.1M $0.24 %as of Mar 31, 2026 · Original filing
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 282,23722.5M $0.02 %as of Apr 30, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 263,69921.4M $0.05 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 255,76120.7M $0.14 %as of Feb 28, 2026 · Original filing
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 243,41319.7M $0.10 %as of Feb 28, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 241,24719.2M $0.10 %as of Apr 30, 2026 · Original filing
iShares S&P Small-Cap 600 Value ETF iShares Trust 245,32917.9M $0.24 %as of Mar 31, 2026 · Original filing
Wasatch Small Cap Value Fund WASATCH FUNDS TRUST 223,53916.3M $1.23 %as of Mar 31, 2026 · Original filing
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 200,80116M $0.02 %as of Apr 30, 2026 · Original filing
iShares S&P Small-Cap 600 Growth ETF iShares Trust 216,49215.8M $0.24 %as of Mar 31, 2026 · Original filing
JPMorgan Small Cap Growth Fund JPMorgan Trust II 192,81814M $0.65 %as of Mar 31, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 172,16013.9M $0.26 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 166,60313.3M $0.09 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 172,21412.5M $0.98 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST 132,5809.7M $0.24 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 131,6159.6M $0.24 %as of Mar 31, 2026 · Original filing
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 123,8499M $0.01 %as of Mar 31, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 113,0289M $0.12 %as of Apr 30, 2026 · Original filing
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 105,0188.4M $0.85 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 98,4167.8M $0.02 %as of Apr 30, 2026 · Original filing
iShares Core Dividend Growth ETF iShares Trust 95,3637.6M $0.02 %as of Apr 30, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 93,2327.6M $0.01 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 94,0807.5M $0.02 %as of Apr 30, 2026 · Original filing
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 86,7477M $0.05 %as of Feb 28, 2026 · Original filing
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 79,9886.5M $0.25 %as of Feb 28, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 78,5876.3M $0.02 %as of Apr 30, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 84,5566.2M $0.13 %as of Mar 31, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 74,6166M $0.01 %as of Feb 28, 2026 · Original filing
JNL Small Cap Index Fund JNL Series Trust 77,5475.6M $0.24 %as of Mar 31, 2026 · Original filing
Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds 70,0005.6M $0.19 %as of Apr 30, 2026 · Original filing
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 75,9515.5M $0.28 %as of Mar 31, 2026 · Original filing
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 66,0605.4M $0.05 %as of Feb 28, 2026 · Original filing
Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust 64,0305.1M $1.61 %as of Apr 30, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 62,0924.9M $0.13 %as of Apr 30, 2026 · Original filing
MOA SMALL CAP GROWTH FUND MoA Funds Corp 67,7794.9M $1.19 %as of Mar 31, 2026 · Original filing
MOA SMALL CAP VALUE FUND MoA Funds Corp 65,5144.8M $1.30 %as of Mar 31, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 62,8524.6M $0.01 %as of Mar 31, 2026 · Original filing
JPMorgan Small Cap Blend Fund JPMorgan Trust I 62,2494.5M $0.32 %as of Mar 31, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 55,2704.5M $0.26 %as of Feb 28, 2026 · Original filing
Column Small Cap Fund Trust for Professional Managers 51,6794.2M $0.81 %as of Feb 28, 2026 · Original filing
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 55,5914M $0.21 %as of Mar 31, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 53,9493.9M $0.12 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 47,2823.8M $0.27 %as of Feb 28, 2026 · Original filing
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 46,9373.7M $0.10 %as of Apr 30, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 46,8363.7M $0.01 %as of Apr 30, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 45,7353.6M $0.05 %as of Apr 30, 2026 · Original filing
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 41,4923.3M $0.30 %as of Apr 30, 2026 · Original filing
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 41,4463.3M $0.00 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 43,4143.2M $0.88 %as of Mar 31, 2026 · Original filing
U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 39,5243.1M $0.16 %as of Apr 30, 2026 · Original filing
SmallCap S&P 600 Index Fund Principal Funds, Inc 39,5013.1M $0.24 %as of Apr 30, 2026 · Original filing
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 39,3433.1M $0.38 %as of Apr 30, 2026 · Original filing
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 42,8713.1M $0.23 %as of Mar 31, 2026 · Original filing
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 38,4153.1M $0.42 %as of Apr 30, 2026 · Original filing
Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust 40,3312.9M $6.51 %as of Mar 31, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 36,1112.9M $0.10 %as of Apr 30, 2026 · Original filing
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 39,2392.9M $0.25 %as of Mar 31, 2026 · Original filing
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 34,5442.8M $0.55 %as of Apr 30, 2026 · Original filing
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 37,5532.7M $0.48 %as of Mar 31, 2026 · Original filing
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 36,0382.6M $0.24 %as of Mar 31, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 34,8002.5M $0.13 %as of Mar 31, 2026 · Original filing
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 33,5442.4M $0.24 %as of Mar 31, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 30,2782.4M $0.01 %as of Apr 30, 2026 · Original filing
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 30,2002.4M $0.09 %as of Apr 30, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 29,4252.4M $0.01 %as of Feb 28, 2026 · Original filing
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 28,6352.3M $0.19 %as of Feb 28, 2026 · Original filing
VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 28,0442.3M $0.25 %as of Feb 28, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 27,4382.2M $0.09 %as of Feb 28, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 29,9302.2M $0.14 %as of Mar 31, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 29,5662.2M $0.00 %as of Mar 31, 2026 · Original filing
Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I 29,1712.1M $0.65 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 26,0572.1M $0.01 %as of Apr 30, 2026 · Original filing
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 27,9852M $0.71 %as of Mar 31, 2026 · Original filing
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 24,9892M $0.23 %as of Apr 30, 2026 · Original filing
1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust 26,0001.9M $0.05 %as of Mar 31, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 22,3721.8M $0.12 %as of Apr 30, 2026 · Original filing
Copeland SMID Cap Dividend Growth Fund Copeland Trust 21,7961.8M $1.19 %as of Feb 28, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 24,0151.7M $0.01 %as of Mar 31, 2026 · Original filing
Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II 23,9751.7M $0.50 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund Northern Funds 23,7581.7M $0.13 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund VALIC Co I 20,7471.7M $0.14 %as of Feb 28, 2026 · Original filing
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 20,8881.7M $0.23 %as of Apr 30, 2026 · Original filing
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 20,0491.6M $0.18 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 19,6701.6M $0.01 %as of Apr 30, 2026 · Original filing
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 19,6121.6M $0.54 %as of Apr 30, 2026 · Original filing
Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds 18,8681.5M $0.24 %as of Apr 30, 2026 · Original filing
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 20,5431.5M $0.46 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 17,7811.4M $0.01 %as of Feb 28, 2026 · Original filing
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 17,7621.4M $0.06 %as of Apr 30, 2026 · Original filing
iShares Morningstar Small-Cap Growth ETF iShares Trust 17,2171.4M $0.14 %as of Apr 30, 2026 · Original filing
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 17,0211.4M $0.06 %as of Apr 30, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 17,9301.3M $0.05 %as of Mar 31, 2026 · Original filing
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 17,5961.3M $0.24 %as of Mar 31, 2026 · Original filing
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 17,1941.3M $0.24 %as of Mar 31, 2026 · Original filing
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 15,3251.2M $0.07 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 15,5111.2M $0.01 %as of Apr 30, 2026 · Original filing
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 16,6951.2M $0.06 %as of Mar 31, 2026 · Original filing
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 16,6531.2M $0.44 %as of Mar 31, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 16,6301.2M $0.06 %as of Mar 31, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 16,1331.2M $0.12 %as of Mar 31, 2026 · Original filing
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 14,2661.2M $0.13 %as of Feb 28, 2026 · Original filing
Small-Cap Value Portfolio PACIFIC SELECT FUND 15,7991.2M $0.31 %as of Mar 31, 2026 · Original filing
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 15,5711.1M $0.17 %as of Mar 31, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 15,1061.1M $0.11 %as of Mar 31, 2026 · Original filing
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 13,7441.1M $0.05 %as of Apr 30, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,1331M $0.01 %as of Apr 30, 2026 · Original filing
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 14,1251M $0.24 %as of Mar 31, 2026 · Original filing
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 14,0171M $0.14 %as of Mar 31, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 13,8381M $0.01 %as of Mar 31, 2026 · Original filing
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 12,463992.3K $0.07 %as of Apr 30, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 13,529985.3K $0.13 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 12,121965.1K $0.01 %as of Apr 30, 2026 · Original filing
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 11,543935.1K $0.01 %as of Feb 28, 2026 · Original filing
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 12,792931.6K $0.21 %as of Mar 31, 2026 · Original filing
AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust 12,524912.1K $0.03 %as of Mar 31, 2026 · Original filing
First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI 11,952870.5K $0.11 %as of Mar 31, 2026 · Original filing
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 11,422831.9K $0.43 %as of Mar 31, 2026 · Original filing
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 10,261831.2K $0.32 %as of Feb 28, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 10,394827.6K $0.02 %as of Apr 30, 2026 · Original filing
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 10,901793.9K $0.43 %as of Mar 31, 2026 · Original filing
Embark Small Cap Equity Fund Harbor Funds II 9,953792.5K $0.14 %as of Apr 30, 2026 · Original filing
AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust 10,266747.7K $0.04 %as of Mar 31, 2026 · Original filing
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 10,179741.3K $0.13 %as of Mar 31, 2026 · Original filing
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 9,845717K $0.01 %as of Mar 31, 2026 · Original filing
JNL/Mellon Financial Sector Fund JNL Series Trust 9,692705.9K $0.05 %as of Mar 31, 2026 · Original filing
Timothy Plan US Small Cap Core ETF Timothy Plan 9,508692.5K $0.23 %as of Mar 31, 2026 · Original filing
Diversified Equity Master Portfolio Master Investment Portfolio 9,479690.4K $0.02 %as of Mar 31, 2026 · Original filing
Small Cap Index Trust John Hancock Variable Insurance Trust 9,371682.5K $0.12 %as of Mar 31, 2026 · Original filing
MOA ALL AMERICA FUND MoA Funds Corp 9,343680.5K $0.24 %as of Mar 31, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 8,519678.3K $0.05 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 9,278675.7K $0.01 %as of Mar 31, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 9,147666.2K $0.09 %as of Mar 31, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,000648.1K $0.05 %as of Feb 28, 2026 · Original filing
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 7,779630.2K $0.28 %as of Feb 28, 2026 · Original filing
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,269602.2K $0.06 %as of Mar 31, 2026 · Original filing
Small Cap Core Fund Northern Funds 8,021584.2K $0.17 %as of Mar 31, 2026 · Original filing
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 7,293580.7K $0.10 %as of Apr 30, 2026 · Original filing
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 7,776566.3K $0.02 %as of Mar 31, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 7,036560.2K $0.02 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. MidCap Fund WisdomTree Trust 7,496545.9K $0.07 %as of Mar 31, 2026 · Original filing
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 6,714543.9K $0.21 %as of Feb 28, 2026 · Original filing
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 6,700533.5K $0.15 %as of Apr 30, 2026 · Original filing
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 7,300531.7K $0.00 %as of Mar 31, 2026 · Original filing
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 7,223526.1K $0.13 %as of Mar 31, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 7,092516.5K $0.03 %as of Mar 31, 2026 · Original filing
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 6,957506.7K $0.13 %as of Mar 31, 2026 · Original filing
Barrons 400 ETF ALPS ETF TRUST 5,821471.6K $0.22 %as of Feb 28, 2026 · Original filing
Victory Extended Market Index Fund Victory Portfolios III 5,838464.8K $0.06 %as of Apr 30, 2026 · Original filing
EQ/Common Stock Index Portfolio EQ Advisors Trust 6,300458.8K $0.01 %as of Mar 31, 2026 · Original filing
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 6,218452.9K $0.13 %as of Mar 31, 2026 · Original filing
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,169449.3K $0.13 %as of Mar 31, 2026 · Original filing
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 5,537440.9K $0.12 %as of Apr 30, 2026 · Original filing
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 5,751418.8K $0.24 %as of Mar 31, 2026 · Original filing
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,738417.9K $0.13 %as of Mar 31, 2026 · Original filing
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 5,630410K $0.13 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 5,070403.7K $0.01 %as of Apr 30, 2026 · Original filing
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 5,279384.5K $0.18 %as of Mar 31, 2026 · Original filing
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 4,654377K $0.30 %as of Feb 28, 2026 · Original filing
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 4,680372.6K $0.31 %as of Apr 30, 2026 · Original filing
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 4,980362.7K $0.13 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,226342.3K $0.01 %as of Feb 28, 2026 · Original filing
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 4,607335.5K $0.28 %as of Mar 31, 2026 · Original filing
Nationwide Small Cap Index Fund Nationwide Mutual Funds 4,100326.4K $0.12 %as of Apr 30, 2026 · Original filing
iShares MSCI World Small-Cap ETF iShares Trust 4,000324K $0.04 %as of Feb 28, 2026 · Original filing
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 4,313314.1K $0.12 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,189305.1K $0.02 %as of Mar 31, 2026 · Original filing
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 3,896283.7K $0.13 %as of Mar 31, 2026 · Original filing
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,545282.3K $0.01 %as of Apr 30, 2026 · Original filing
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 3,870281.9K $0.25 %as of Mar 31, 2026 · Original filing
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 3,852280.5K $0.01 %as of Mar 31, 2026 · Original filing
SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,404275.8K $0.15 %as of Feb 28, 2026 · Original filing
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,596261.9K $0.01 %as of Mar 31, 2026 · Original filing
ProShares Ultra Russell2000 ProShares Trust 3,196258.9K $0.09 %as of Feb 28, 2026 · Original filing
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 3,251258.8K $0.01 %as of Apr 30, 2026 · Original filing
ProShares UltraPro Russell2000 ProShares Trust 3,183257.9K $0.08 %as of Feb 28, 2026 · Original filing
SmallCap Growth Fund I Principal Funds, Inc 3,234257.5K $0.01 %as of Apr 30, 2026 · Original filing
Clearwater Select Equity Fund Clearwater Investment Trust 3,400247.6K $0.06 %as of Mar 31, 2026 · Original filing
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 3,055247.5K $1.05 %as of Feb 28, 2026 · Original filing
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,367245.2K $0.05 %as of Mar 31, 2026 · Original filing
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 3,334242.8K $0.12 %as of Mar 31, 2026 · Original filing
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 3,276238.6K $0.13 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,968216.2K $0.02 %as of Mar 31, 2026 · Original filing
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 2,639210.1K $0.11 %as of Apr 30, 2026 · Original filing