Funds holding White Mountains Insurance Group Ltd
262 funds declare a position · 69 ETFs and 193 other funds · 2.2B $ · BMG9618E1075
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS | 85,474 | 187.8M $ | 2.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 76,890 | 168.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 75,190 | 167M $ | 1.95 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 55,920 | 122.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| FMI Common Stock Fund FMI Funds Inc | 40,000 | 87.9M $ | 5.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 39,238 | 87.6M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 35,613 | 78.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 33,215 | 74.1M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 27,309 | 60M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| AMG River Road Small Cap Value Fund AMG Funds IV | 21,346 | 47.6M $ | 4.38 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 21,295 | 46.8M $ | 2.78 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 19,855 | 44.3M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 17,274 | 38.6M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 16,011 | 35.7M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Longleaf Partners Small Cap Fund Longleaf Partners Funds Trust | 15,233 | 33.5M $ | 4.81 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 13,654 | 30.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 12,865 | 28.6M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST | 12,827 | 28.2M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 12,439 | 27.8M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. | 11,974 | 26.3M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC | 11,963 | 26.3M $ | 2.42 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 11,802 | 26.2M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Carillon Scout Mid Cap Fund Carillon Series Trust | 11,873 | 26.1M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS | 11,312 | 25.2M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST | 10,340 | 23.1M $ | 2.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 9,520 | 20.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 9,135 | 20.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 8,292 | 18.2M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory Small-Cap Fundamental Value Fund Brown Advisory Funds | 8,072 | 17.7M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 7,480 | 16.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | 7,593 | 16.7M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 7,256 | 16.2M $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 6,929 | 15.4M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Small Cap Fund Touchstone Funds Group Trust | 6,981 | 15.3M $ | 6.28 % | as of Mar 31, 2026 · Original filing |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 6,840 | 15M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 6,726 | 15M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| AMG River Road Small-Mid Cap Value Fund AMG Funds IV | 6,480 | 14.5M $ | 4.39 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. | 6,439 | 14.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Boston Partners All-Cap Value Fund RBB Fund, Inc. | 6,324 | 14M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| Reinhart Genesis PMV Fund Managed Portfolio Series | 6,100 | 13.5M $ | 2.24 % | as of Feb 28, 2026 · Original filing |
| Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust | 6,093 | 13.4M $ | 3.93 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,834 | 13M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 5,680 | 12.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 5,391 | 12M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 5,215 | 11.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Victory RS Partners Fund Victory Portfolios | 5,190 | 11.4M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 4,948 | 10.9M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,674 | 10.4M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 4,602 | 10.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 4,331 | 9.6M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 4,336 | 9.5M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 4,098 | 9M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Series LORD ABBETT RESEARCH FUND INC | 3,919 | 8.7M $ | 2.28 % | as of Feb 28, 2026 · Original filing |
| AMG River Road Mid Cap Value Fund AMG Funds IV | 3,889 | 8.7M $ | 2.23 % | as of Apr 30, 2026 · Original filing |
| ActivePassive U.S. Equity ETF Trust for Professional Managers | 3,901 | 8.7M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 3,622 | 8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 3,573 | 7.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 3,505 | 7.7M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 3,191 | 7M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 2,996 | 6.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | 2,968 | 6.5M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| Kinetics Small Cap Opportunities Portfolio Kinetics Portfolios Trust | 2,940 | 6.5M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| Clearwater Select Equity Fund Clearwater Investment Trust | 2,934 | 6.4M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 2,677 | 6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Stock Portfolio LORD ABBETT SERIES FUND INC | 2,586 | 5.7M $ | 2.43 % | as of Mar 31, 2026 · Original filing |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 2,516 | 5.5M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,300 | 5.1M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust | 2,258 | 5M $ | 2.22 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 2,213 | 4.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 2,150 | 4.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 2,071 | 4.6M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 2,047 | 4.5M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 1,963 | 4.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Kinetics Market Opportunities Portfolio Kinetics Portfolios Trust | 1,900 | 4.2M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 1,853 | 4.1M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 1,791 | 3.9M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 1,707 | 3.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 1,658 | 3.7M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Fundamental Equity Portfolio LORD ABBETT SERIES FUND INC | 1,676 | 3.7M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 1,546 | 3.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 1,504 | 3.3M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 1,500 | 3.3M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,471 | 3.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 1,455 | 3.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Kinetics Global Portfolio Kinetics Portfolios Trust | 1,464 | 3.2M $ | 5.65 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,380 | 3.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 1,371 | 3.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 1,366 | 3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Lord Abbett Focused Small Cap Value Fund LORD ABBETT SECURITIES TRUST | 1,329 | 3M $ | 3.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,330 | 3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 1,309 | 2.9M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 1,268 | 2.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Reinhart Mid Cap PMV Fund Managed Portfolio Series | 1,248 | 2.8M $ | 2.96 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 1,181 | 2.6M $ | 0.93 % | as of Apr 30, 2026 · Original filing |
| Boston Partners Long/Short Research Fund RBB Fund, Inc. | 1,164 | 2.6M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,176 | 2.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Insurance ETF iShares Trust | 1,089 | 2.4M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 1,003 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,002 | 2.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 971 | 2.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 959 | 2.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio | 953 | 2.1M $ | 1.16 % | as of Apr 30, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 940 | 2.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 936 | 2.1M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 931 | 2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Kinetics Paradigm Portfolio Kinetics Portfolios Trust | 924 | 2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 923 | 2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 881 | 2M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 881 | 1.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 863 | 1.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 858 | 1.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 789 | 1.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Small Cap Special Values Fund VALIC Co I | 760 | 1.7M $ | 0.96 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 745 | 1.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 732 | 1.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 740 | 1.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 737 | 1.6M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Victory Small Cap Stock Fund Victory Portfolios III | 710 | 1.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Embark Small Cap Equity Fund Harbor Funds II | 708 | 1.6M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 694 | 1.5M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 694 | 1.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 665 | 1.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust | 674 | 1.5M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 660 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Brandes U.S. Small-Mid Cap Value ETF 2023 ETF Series Trust | 660 | 1.4M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 628 | 1.4M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 586 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 584 | 1.3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust | 585 | 1.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 570 | 1.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 565 | 1.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Leuthold Core Investment Fund Managed Portfolio Series | 559 | 1.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 545 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 541 | 1.2M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 520 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 498 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 498 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 471 | 1.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Gotham 1000 Value ETF Tidal Trust I | 478 | 1.1M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 467 | 1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 462 | 1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND | 438 | 972.6K $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 432 | 964.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 429 | 942.5K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 428 | 940.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 419 | 920.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 414 | 919.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 407 | 894.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 379 | 845.9K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 372 | 830.3K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 352 | 781.6K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Calvert Small/Mid-Cap Fund Calvert Management Series | 341 | 749.2K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 320 | 714.2K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 320 | 703K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 307 | 674.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 300 | 659.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | 295 | 648.1K $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 290 | 647.3K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 289 | 634.9K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 274 | 611.6K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 252 | 553.6K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 247 | 542.6K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 234 | 519.6K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 220 | 491K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| GuideMark Large Cap Core Fund GPS Funds I | 223 | 489.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 210 | 468.7K $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 210 | 461.4K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Avantis Total Equity Markets ETF American Century ETF Trust | 203 | 450.8K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 204 | 448.2K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 202 | 443.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 198 | 439.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 195 | 433K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 191 | 424.1K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 187 | 417.4K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 188 | 413K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 185 | 406.4K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 179 | 393.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 172 | 381.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Unusual Whales Subversive Republican Trading ETF Tidal Trust I | 173 | 380.1K $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 172 | 377.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 170 | 373.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Leuthold Select Industries ETF Managed Portfolio Series | 166 | 364.7K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 164 | 360.3K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 161 | 359.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 148 | 325.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 146 | 320.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| YORKTOWN GROWTH FUND American Pension Investors Trust | 135 | 301.3K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 134 | 299.1K $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 128 | 285.7K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 123 | 270.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 117 | 259.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 114 | 253.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 107 | 237.6K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 106 | 236.6K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 107 | 235.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Dow Jones U.S. ETF iShares Trust | 102 | 227.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 98 | 215.3K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 94 | 208.7K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Virtus AlphaSimplex Global Alternatives Fund Virtus Alternative Solutions Trust | 93 | 204.3K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 91 | 202.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |