Funds holding UMB Financial Corp
464 funds declare a position · 103 ETFs and 361 other funds · 4.3B $ · US9027881088
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 | 2,364,089 | 266.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,167,771 | 244.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,779,804 | 200.7M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,579,906 | 178.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 1,238,218 | 156.2M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 1,021,548 | 118.4M $ | 1.38 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,006,114 | 113.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST | 852,102 | 96.1M $ | 3.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 718,248 | 90.6M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 796,334 | 89.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 766,835 | 86.5M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Value Fund Fidelity Securities Fund | 625,477 | 78.9M $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 642,632 | 72.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Small Cap Value Fund American Century Capital Portfolios, Inc. | 620,000 | 69.9M $ | 2.20 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 570,850 | 64.4M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Victory Sycamore Small Company Opportunity Fund Victory Portfolios | 560,000 | 63.2M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 474,678 | 55M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 483,283 | 54.5M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 400,881 | 50.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 380,602 | 48M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 363,284 | 45.8M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 343,485 | 43.3M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 372,596 | 43.2M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Harbor Small Cap Value Fund HARBOR FUNDS | 333,020 | 42M $ | 1.66 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 360,231 | 41.7M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 362,890 | 40.9M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 346,521 | 40.2M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 348,765 | 39.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 309,815 | 39.1M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 283,818 | 35.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 283,921 | 32.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| SmallCap Fund Principal Funds, Inc | 250,600 | 31.6M $ | 1.50 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 225,533 | 28.5M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Putnam Core Equity Fund Putnam Funds Trust | 222,720 | 28.1M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 244,896 | 27.6M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 216,212 | 27.3M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| AB Discovery Value Fund AB TRUST | 231,888 | 26.9M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 230,259 | 26.7M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 191,383 | 24.1M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 202,995 | 23.5M $ | 1.33 % | as of Feb 28, 2026 · Original filing |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 202,993 | 23.5M $ | 0.86 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 201,200 | 22.7M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 193,088 | 22.4M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | 193,668 | 21.8M $ | 3.10 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 159,439 | 20.1M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 170,709 | 19.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 148,461 | 18.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 155,900 | 17.6M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 136,809 | 17.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 151,400 | 17.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Mid Cap Fund Legg Mason Partners Investment Trust | 135,000 | 17M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 131,582 | 16.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 134,118 | 15.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Select Banking Portfolio Fidelity Select Portfolios | 131,880 | 15.3M $ | 3.37 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 119,588 | 15.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 126,834 | 14.7M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| JOHNSON EQUITY INCOME FUND Johnson Mutual Funds Trust | 129,224 | 14.6M $ | 2.12 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust | 110,881 | 14M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 115,378 | 13.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 118,161 | 13.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 114,075 | 12.9M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Value Fund Goldman Sachs Trust | 109,522 | 12.7M $ | 1.35 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 108,689 | 12.6M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 108,388 | 12.6M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 109,944 | 12.4M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 106,266 | 12.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 96,430 | 12.2M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 95,264 | 12M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Victory RS Partners Fund Victory Portfolios | 103,544 | 11.7M $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 101,189 | 11.4M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 100,119 | 11.3M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 97,327 | 11.3M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| Emerald Growth Fund FINANCIAL INVESTORS TRUST | 89,176 | 11.3M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 96,358 | 11.2M $ | 1.14 % | as of Feb 28, 2026 · Original filing |
| Vaughan Nelson Small Cap Fund Natixis Funds Trust I | 98,925 | 11.2M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 98,676 | 11.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 86,307 | 10.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 95,183 | 10.7M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 83,451 | 10.5M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 82,310 | 10.4M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 90,444 | 10.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Third Avenue Small-Cap Value Fund Third Avenue Trust | 78,101 | 9.9M $ | 4.91 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 82,089 | 9.3M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 73,241 | 9.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 71,994 | 9.1M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| Boston Trust Walden Small Cap Fund Boston Trust Walden Funds | 80,276 | 9.1M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 69,352 | 8.8M $ | 1.80 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 76,267 | 8.6M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 76,058 | 8.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Regional Banks ETF iShares Trust | 75,621 | 8.5M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust | 66,500 | 8.4M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 65,581 | 8.3M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 64,926 | 8.2M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 72,048 | 8.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| AB Small Cap Value Portfolio AB CAP FUND, INC. | 69,371 | 8M $ | 1.40 % | as of Feb 28, 2026 · Original filing |
| AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 70,908 | 8M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small Cap Core Fund AMG Funds | 70,715 | 8M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 62,002 | 7.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 60,369 | 7.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| AMG GW&K Small/Mid Cap Core Fund AMG Funds | 66,975 | 7.6M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 59,010 | 7.4M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 58,825 | 7.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 65,145 | 7.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP VALUE FUND MoA Funds Corp | 65,020 | 7.3M $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 57,145 | 7.2M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 54,270 | 6.8M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 60,530 | 6.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 58,820 | 6.8M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 58,528 | 6.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 56,325 | 6.5M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. | 51,287 | 6.5M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 54,526 | 6.3M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 54,451 | 6.1M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 52,648 | 6.1M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST | 46,707 | 5.9M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 51,120 | 5.8M $ | 0.05 % | 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. | 51,063 | 5.8M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 48,929 | 5.7M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 44,745 | 5.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 44,625 | 5.6M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS | 49,327 | 5.6M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. | 43,827 | 5.5M $ | 1.95 % | as of Apr 30, 2026 · Original filing |
| Small Cap Special Values Fund VALIC Co I | 47,588 | 5.5M $ | 3.15 % | as of Feb 28, 2026 · Original filing |
| Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | 48,569 | 5.5M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 48,011 | 5.4M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 47,797 | 5.4M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Portfolio Bernstein Fund Inc | 47,510 | 5.4M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 42,264 | 5.3M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 41,837 | 5.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 41,272 | 5.2M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 43,894 | 5.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 44,950 | 5.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 42,685 | 4.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Virtus NFJ Dividend Value Fund Virtus Investment Trust | 42,568 | 4.8M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 42,505 | 4.8M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 41,282 | 4.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 37,496 | 4.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 37,410 | 4.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 40,840 | 4.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 40,623 | 4.6M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 35,951 | 4.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 38,830 | 4.5M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes Muni and Stock Advantage Fund Federated Hermes Income Securities Trust | 35,305 | 4.5M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 38,904 | 4.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 37,864 | 4.4M $ | 1.37 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 38,772 | 4.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 38,520 | 4.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 38,291 | 4.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 31,509 | 4M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust | 33,915 | 3.9M $ | 1.74 % | as of Feb 28, 2026 · Original filing |
| LKCM Small Cap Equity Fund LKCM Funds | 34,624 | 3.9M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 34,617 | 3.9M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 33,591 | 3.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Victory RS Small Cap Growth Fund Victory Portfolios | 33,550 | 3.8M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| Thrivent Small Cap Value ETF Thrivent ETF Trust | 33,400 | 3.8M $ | 2.40 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 33,212 | 3.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 33,197 | 3.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 33,192 | 3.7M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 32,900 | 3.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 32,887 | 3.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 29,071 | 3.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 28,891 | 3.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 32,295 | 3.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 31,990 | 3.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 30,808 | 3.6M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 27,315 | 3.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 29,224 | 3.4M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 29,205 | 3.3M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 28,669 | 3.2M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Virtus NFJ Large-Cap Value Fund Virtus Investment Trust | 28,415 | 3.2M $ | 1.97 % | as of Mar 31, 2026 · Original filing |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 28,395 | 3.2M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 25,242 | 3.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 25,065 | 3.2M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | 28,023 | 3.2M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 24,969 | 3.2M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 24,865 | 3.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 24,142 | 3M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 24,075 | 3M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 26,917 | 3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 22,828 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 25,363 | 2.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 24,607 | 2.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 25,100 | 2.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 22,403 | 2.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 25,033 | 2.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 24,740 | 2.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 24,713 | 2.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small Cap Value Fund AMG Funds | 24,242 | 2.7M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 24,232 | 2.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust | 24,200 | 2.7M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust | 23,800 | 2.7M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 23,789 | 2.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 21,229 | 2.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS | 23,123 | 2.6M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 22,940 | 2.6M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| SmallCap Account Principal Variable Contract Funds, Inc | 22,500 | 2.5M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Variable Mid Cap Portfolio Legg Mason Partners Variable Equity Trust | 22,500 | 2.5M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 20,000 | 2.5M $ | 3.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 19,853 | 2.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Small Cap Value Fund Northern Funds | 21,907 | 2.5M $ | 0.40 % | as of Mar 31, 2026 · Original filing |