Funds holding Upbound Group Inc
285 funds declare a position · 77 ETFs and 208 other funds · 580.6M $ · US76009N1000
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | 3,125,900 | 56.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 2,271,167 | 44.9M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,637,251 | 29.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 1,291,320 | 23.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III | 1,055,661 | 22.6M $ | 1.91 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,209,358 | 21.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Huber Select Large Cap Value Fund Advisors Series Trust | 861,898 | 17M $ | 3.41 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 711,800 | 15.3M $ | 0.79 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 768,206 | 13.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 635,573 | 13.6M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 581,293 | 10.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 524,626 | 10.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 509,053 | 9.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 475,438 | 8.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust | 411,403 | 8.1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 395,739 | 7.8M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 432,948 | 7.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 424,047 | 7.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 371,141 | 7.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 404,800 | 7.3M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 350,946 | 6.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 284,148 | 6.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 274,024 | 5.9M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| Huber Small Cap Value Fund Advisors Series Trust | 295,059 | 5.8M $ | 6.25 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 260,175 | 5.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 252,955 | 5.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2000 Value ETF iShares Trust | 299,191 | 5.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 287,114 | 5.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 260,171 | 5.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | 272,555 | 4.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 271,535 | 4.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 246,588 | 4.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Victory Market Neutral Income Fund Victory Portfolios II | 264,963 | 4.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| NYLI WMC Small Companies Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 233,720 | 4.6M $ | 1.43 % | as of Apr 30, 2026 · Original filing |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 205,889 | 4.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 223,492 | 4.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 194,146 | 3.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 178,571 | 3.8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 191,441 | 3.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Applied Finance Explorer Fund World Funds Trust | 187,267 | 3.7M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 177,818 | 3.5M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 166,132 | 3.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VIP Value Portfolio Variable Insurance Products Fund | 178,234 | 3.2M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 171,500 | 3.1M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST | 170,945 | 3.1M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 153,851 | 3M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 138,938 | 2.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 145,174 | 2.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 121,955 | 2.6M $ | 0.06 % | as of Feb 27, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 114,639 | 2.5M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 133,000 | 2.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 120,900 | 2.4M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust | 131,479 | 2.4M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust | 119,297 | 2.4M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 114,683 | 2.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| NORTH SQUARE SMALL CAP VALUE FUND Exchange Place Advisors Trust | 103,955 | 2.2M $ | 1.11 % | as of Feb 28, 2026 · Original filing |
| Miller Income Fund Advisor Managed Portfolios | 120,000 | 2.2M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 98,445 | 2.1M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 105,407 | 2.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP Wellington Small Cap Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 114,281 | 2.1M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust | 104,191 | 2.1M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 89,871 | 1.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 94,957 | 1.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 94,825 | 1.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 82,954 | 1.8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 80,925 | 1.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Advisor Value Fund Fidelity Advisor Series I | 87,112 | 1.7M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| VictoryShares Small Cap Free Cash Flow ETF Victory Portfolios II | 90,976 | 1.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 89,140 | 1.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 80,083 | 1.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 77,153 | 1.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 84,332 | 1.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 81,197 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| PIMCO RAE US Small Fund PIMCO Equity Series | 80,978 | 1.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 73,117 | 1.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 77,934 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 63,928 | 1.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 74,913 | 1.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 63,148 | 1.2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 61,273 | 1.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 67,070 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 65,853 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 61,200 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 55,109 | 994.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 46,100 | 988.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust | 49,390 | 975.9K $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 48,432 | 957K $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 43,981 | 943.4K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 49,995 | 902.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 44,990 | 889K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 43,992 | 869.3K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 47,400 | 855.6K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 39,142 | 839.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 45,499 | 821.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 38,200 | 819.4K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 40,964 | 809.4K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| SGI Small Cap Core Fund RBB Fund, Inc. | 37,522 | 804.8K $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 44,200 | 797.8K $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 36,886 | 791.2K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 43,239 | 780.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 34,820 | 746.9K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 39,042 | 704.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 38,186 | 689.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 34,011 | 672.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 35,476 | 640.3K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 32,310 | 638.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 34,810 | 628.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 34,786 | 627.9K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 34,456 | 621.9K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 34,203 | 617.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV | 27,536 | 590.6K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Optimize Strategy Index ETF Advisor Managed Portfolios | 32,595 | 588.3K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 26,949 | 578.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 28,079 | 554.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 25,714 | 551.6K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 27,671 | 546.8K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Huber Large Cap Value Fund Advisors Series Trust | 27,359 | 540.6K $ | 2.80 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 25,162 | 539.7K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 29,612 | 534.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust | 28,778 | 519.4K $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 25,833 | 510.5K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 27,192 | 490.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 21,257 | 456K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 22,889 | 452.3K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 22,876 | 452K $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 22,782 | 450.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 24,639 | 444.7K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 23,657 | 427K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 19,896 | 426.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 21,325 | 421.4K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II | 23,107 | 417.1K $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 22,785 | 411.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 20,599 | 407K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 20,529 | 405.7K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 20,153 | 398.2K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 19,619 | 387.7K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 20,530 | 370.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 18,537 | 366.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 18,486 | 365.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS | 20,132 | 363.4K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 16,699 | 358.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Direxion Daily Retail Bull 3X Shares Direxion Shares ETF Trust | 17,017 | 336.3K $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 18,597 | 335.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 18,576 | 335.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 18,466 | 333.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 18,354 | 331.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 16,250 | 321.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 17,630 | 318.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 17,251 | 311.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Acquirers Small and Micro Deep Value ETF ETF Series Solutions | 14,423 | 309.4K $ | 1.16 % | as of Feb 28, 2026 · Original filing |
| Huber Mid Cap Value Fund Advisors Series Trust | 15,339 | 303.1K $ | 2.43 % | as of Apr 30, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 16,629 | 300.2K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 16,562 | 298.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 13,800 | 296K $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST | 13,399 | 287.4K $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 15,687 | 283.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| WBI Power Factor High Dividend ETF Absolute Shares Trust | 15,484 | 279.5K $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 14,683 | 265K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 13,002 | 256.9K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 14,079 | 254.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 13,816 | 249.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 12,364 | 223.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 11,203 | 221.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 9,737 | 192.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 10,547 | 190.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 9,344 | 184.6K $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 8,382 | 179.8K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 9,927 | 179.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 8,171 | 175.3K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 9,701 | 175.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 9,600 | 173.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 8,405 | 166.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 7,725 | 165.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 9,145 | 165.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 8,292 | 163.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 7,540 | 161.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,908 | 160.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 8,896 | 160.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 7,974 | 157.6K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 7,486 | 147.9K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 7,456 | 147.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 8,137 | 146.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,274 | 143.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 7,450 | 134.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P SmallCap Consumer Discretionary ETF Invesco Exchange-Traded Fund Trust II | 6,147 | 131.9K $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 7,304 | 131.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 5,627 | 120.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 6,091 | 120.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 5,979 | 118.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 6,472 | 116.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 5,815 | 114.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 6,271 | 113.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 6,180 | 111.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp | 5,964 | 107.7K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 5,795 | 104.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 5,787 | 104.5K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 5,376 | 97K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | 5,270 | 95.1K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 5,118 | 92.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,964 | 89.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |