Funds holding StoneX Group Inc
392 funds declare a position · 106 ETFs and 286 other funds · 3.1B $ · US8618961085
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 4,205,999 | 339.2M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,117,013 | 170.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 1,235,564 | 157.5M $ | 0.67 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,801,405 | 145.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,542,355 | 124.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 1,137,405 | 91.7M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 726,392 | 77M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 862,500 | 69.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 781,801 | 63.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Hennessy Cornerstone Mid Cap 30 Fund Hennessy Funds Trust | 564,600 | 59.9M $ | 4.65 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 695,957 | 56.1M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 635,869 | 51.3M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 618,277 | 49.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | 603,703 | 48.7M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 601,809 | 48.5M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust | 456,220 | 48.4M $ | 1.76 % | as of Apr 30, 2026 · Original filing |
| Small Cap Value Fund American Century Capital Portfolios, Inc. | 480,000 | 38.7M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 340,374 | 36.1M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 432,189 | 34.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Communications & Technology Fund T. ROWE PRICE COMMUNICATIONS & TECHNOLOGY FUND, INC. | 430,674 | 34.7M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Rockefeller U.S. Small-Mid Cap ETF Tidal Trust III | 322,384 | 34.2M $ | 4.53 % | as of Apr 30, 2026 · Original filing |
| Columbia Acorn Fund COLUMBIA ACORN TRUST | 413,430 | 33.3M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 242,985 | 31M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 242,839 | 31M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 376,349 | 30.4M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF SPDR SERIES TRUST | 369,486 | 29.8M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 368,370 | 29.7M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| LORD ABBETT BOND DEBENTURE FUND INC LORD ABBETT BOND DEBENTURE FUND INC | 356,883 | 28.8M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 225,741 | 28.8M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 245,764 | 26.1M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 319,784 | 25.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 312,895 | 25.2M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Growth Fund JPMorgan Trust II | 312,409 | 25.2M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 159,180 | 20.3M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 191,335 | 20.3M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 189,960 | 20.1M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Champlain Small Company Fund ADVISORS' INNER CIRCLE FUND II | 247,500 | 20M $ | 1.94 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 162,326 | 17.2M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 161,222 | 17.1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 148,077 | 15.7M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 142,348 | 15.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Hennessy Cornerstone Growth Fund Hennessy Funds Trust | 141,450 | 15M $ | 3.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 140,061 | 14.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Value and Inflection Fund COLUMBIA FUNDS SERIES TRUST | 112,205 | 14.3M $ | 1.73 % | as of Feb 28, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 111,205 | 14.2M $ | 0.31 % | as of Feb 27, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 121,549 | 12.9M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 121,353 | 12.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 154,842 | 12.5M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 147,000 | 11.9M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 146,429 | 11.8M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 108,505 | 11.5M $ | 1.88 % | as of Apr 30, 2026 · Original filing |
| Motley Fool Global Opportunities ETF RBB Fund, Inc. | 87,806 | 11.2M $ | 3.08 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Growth Fund Fidelity Securities Fund | 104,770 | 11.1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 86,875 | 11.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 83,699 | 10.7M $ | 1.37 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 120,885 | 9.7M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 119,712 | 9.7M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 75,130 | 9.6M $ | 0.65 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 74,117 | 9.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 73,912 | 9.4M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| Driehaus Small Cap Growth Fund Driehaus Mutual Funds | 115,972 | 9.4M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 87,631 | 9.3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Embark Small Cap Equity Fund Harbor Funds II | 87,391 | 9.3M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 112,022 | 9M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| abrdn U.S. Small Cap Equity Fund abrdn Funds | 84,896 | 9M $ | 2.40 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 68,810 | 8.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 108,724 | 8.8M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 108,498 | 8.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. | 66,937 | 8.5M $ | 6.51 % | as of Feb 28, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 104,440 | 8.4M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 79,117 | 8.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust | 78,595 | 8.3M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | 100,857 | 8.1M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 99,082 | 8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 98,580 | 8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 96,607 | 7.8M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 93,157 | 7.5M $ | 1.81 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 69,280 | 7.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 89,938 | 7.3M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 85,230 | 6.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SBH SMALL CAP GROWTH FUND Segall Bryant & Hamill Trust | 84,303 | 6.8M $ | 2.32 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 51,828 | 6.6M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 79,597 | 6.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | 79,473 | 6.4M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Fund ROYCE FUND | 79,306 | 6.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 48,430 | 6.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 57,492 | 6.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 55,053 | 5.8M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 44,904 | 5.7M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Growth K6 Fund Fidelity Securities Fund | 53,210 | 5.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Motley Fool Small-Cap Growth ETF RBB Fund, Inc. | 40,216 | 5.1M $ | 7.40 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 47,989 | 5.1M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 60,112 | 4.8M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Tweedy, Browne Insider + Value ETF RBB Fund Trust | 36,023 | 4.6M $ | 1.54 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 55,893 | 4.5M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 41,823 | 4.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP Small Cap Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 54,322 | 4.4M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 40,504 | 4.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Rockefeller US Small Cap Core Fund Trust for Professional Managers | 32,833 | 4.2M $ | 4.28 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 39,473 | 4.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 50,949 | 4.1M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Variable Portfolio - Partners Small Cap Growth Fund Columbia Funds Variable Series Trust II | 50,208 | 4M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 30,930 | 3.9M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 48,593 | 3.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 30,547 | 3.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 36,289 | 3.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 46,673 | 3.8M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 34,903 | 3.7M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| NORTH SQUARE SMALL CAP VALUE FUND Exchange Place Advisors Trust | 28,893 | 3.7M $ | 1.83 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 34,023 | 3.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Rockefeller Climate Solutions Fund Trust for Professional Managers | 28,252 | 3.6M $ | 4.47 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 28,014 | 3.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 43,825 | 3.5M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 43,527 | 3.5M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 26,738 | 3.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 31,901 | 3.4M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Convergence Long/Short Equity ETF Trust for Professional Managers | 25,997 | 3.3M $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 25,633 | 3.3M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Small Cap Growth Alpha ETF Janus Detroit Street Trust | 30,202 | 3.2M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 38,218 | 3.1M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 37,905 | 3.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds | 28,703 | 3M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 28,555 | 3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 37,380 | 3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Disciplined Core Equity Fund American Century Quantitative Equity Funds, Inc. | 36,871 | 3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 22,639 | 2.9M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 34,995 | 2.8M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 26,308 | 2.8M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 26,187 | 2.8M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 34,037 | 2.7M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| FundX Future Fund Opportunities ETF FundX Investment Trust | 33,732 | 2.7M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| SMALL CAP EQUITY FUND GuideStone Funds | 33,210 | 2.7M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 32,420 | 2.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 24,643 | 2.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 20,319 | 2.6M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 31,975 | 2.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 19,700 | 2.5M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 31,108 | 2.5M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 31,014 | 2.5M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 23,224 | 2.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 30,303 | 2.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST | 23,024 | 2.4M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 30,264 | 2.4M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 22,473 | 2.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 29,379 | 2.4M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 22,320 | 2.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 22,274 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 28,200 | 2.3M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 17,441 | 2.2M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 20,172 | 2.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 20,053 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 25,596 | 2.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 25,504 | 2.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 25,081 | 2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Smallcap 600 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 18,751 | 2M $ | 1.63 % | as of Apr 30, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 24,638 | 2M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 24,486 | 2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 18,479 | 2M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 23,964 | 1.9M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Leuthold Core Investment Fund Managed Portfolio Series | 23,552 | 1.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 23,339 | 1.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 23,211 | 1.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 17,617 | 1.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 17,310 | 1.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 14,395 | 1.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 17,050 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 14,076 | 1.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 21,595 | 1.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 16,398 | 1.7M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 21,220 | 1.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust | 21,000 | 1.7M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 12,983 | 1.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 20,341 | 1.6M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 20,190 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 19,604 | 1.6M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 19,271 | 1.6M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 19,053 | 1.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 11,892 | 1.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Allspring SMID Core ETF ALLSPRING EXCHANGE-TRADED FUNDS TRUST | 18,627 | 1.5M $ | 2.76 % | as of Mar 31, 2026 · Original filing |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 18,441 | 1.5M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 13,896 | 1.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Bond-Debenture Portfolio LORD ABBETT SERIES FUND INC | 18,117 | 1.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 11,368 | 1.4M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 13,167 | 1.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 10,813 | 1.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 11,921 | 1.3M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,700 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 11,647 | 1.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 11,256 | 1.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 11,111 | 1.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Zacks Small/Mid Cap ETF Zacks Trust | 9,193 | 1.2M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 14,505 | 1.2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 11,005 | 1.2M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| YORKTOWN GROWTH FUND American Pension Investors Trust | 10,800 | 1.1M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 8,972 | 1.1M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 8,814 | 1.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 10,566 | 1.1M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| VY(R) Columbia Small Cap Value and Inflection Portfolio Voya Partners Inc | 13,495 | 1.1M $ | 1.72 % | as of Mar 31, 2026 · Original filing |
| Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust | 10,236 | 1.1M $ | 3.22 % | as of Apr 30, 2026 · Original filing |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 10,148 | 1.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |