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Columbus Mckinnon (CMCO)

Fund Manager Fund Series #Holdings $Fund Size $Holding % of Fund Position As Of
RBC Funds Trust RBC Enterprise Fund
TETAX, TETIX
64 70.96M 3.01M 4.25 Long Mar 2022
RBC Funds Trust RBC Small Cap Core Fund
TEEAX, RCSIX, RBRCX
62 48.12M 2M 4.16 Long Mar 2022
LORD ABBETT SECURITIES TRUST Lord Abbett Focused Small Cap Value Fund
LFVAX, LMVYX, LMVWX, LMVVX, LFVCX, LMVOX, LFSFX
44 168.11M 3.7M 2.22 Long Apr 2022
RBC Funds Trust RBC Small Cap Value Fund
RSVIX, RRSVX, RBVAX
69 49.16M 1.07M 2.18 Long Mar 2022
Nuveen Investment Trust Nuveen Small Cap Value Opportunities Fund
NSCAX, NSCCX, NSCRX, NSCFX
59 292.05M 5.47M 1.88 Long Mar 2022
Chartwell Funds CHARTWELL SMALL CAP VALUE FUND
CWSIX
74 181.28M 3.03M 1.68 Long Mar 2022
Destra Investment Trust Destra Granahan Small Cap Advantage Fund
DGISX, DGASX
93 23.61M 374.22K 1.62 Long Mar 2022
Professionally Managed Portfolios TCM Small Cap Growth Fund
TCMSX
83 481.21M 6.8M 1.43 Long Mar 2022
LORD ABBETT RESEARCH FUND INC Small-Cap Value Series
LRSCX, LSRCX, LRSPX, LRSYX, LRSFX, LRSQX, LRSRX, LRSSX, LRSTX, LRSVX, LRSOX
70 450.52M 6.17M 1.39 Long May 2022
LORD ABBETT SECURITIES TRUST Lord Abbett Value Opportunities Fund
LVOAX, LVOCX, LVOPX, LVOYX, LVOFX, LVOQX, LVORX, LVOSX, LVOTX, LVOVX, LVOOX
73 1.48B 18.14M 1.24 Long Apr 2022
LAZARD RETIREMENT SERIES INC Lazard Retirement US Small-Mid Cap Equity Portfolio
83 47.95M 587.07K 1.23 Long Mar 2022
LAZARD FUNDS INC Lazard US Small-Mid Cap Equity Portfolio
LZCOX, LZSCX, RLSMX
82 90.29M 1.08M 1.20 Long Mar 2022
AMG Funds AMG GW&K Small Cap Value Fund
SKSEX, SKSIX, SKSZX
80 283.79M 3.26M 1.17 Long Jun 2022
FORUM FUNDS II ACUITAS US MICROCAP FUND
AFMCX
223 56.38M 583.34K 1.04 Long Mar 2022
LOOMIS SAYLES FUNDS I Loomis Sayles Small Cap Value Fund
LSSCX, LSCRX, LSVAX, LSCNX
119 537.54M 5.4M 1.01 Long Mar 2022
ADVISORS' INNER CIRCLE FUND Westwood SmallCap Fund
WHGSX, WHGCX, WHGAX, WWSYX
64 1.1B 11.06M 1.01 Long Oct 2021
Victory Portfolios Victory Integrity Discovery Fund
MMEAX, MMECX, MMERX, MMEYX, MMMMX
137 90.19M 797.12K 0.94 Long Mar 2022
Ultimus Managers Trust WESTWOOD QUALITY SMALLCAP FUND
WHGAX, WHGSX, WWSYX, WHGCX
64 1.01B 9.36M 0.93 Long Apr 2022
INVESTMENT MANAGERS SERIES TRUST Aristotle Small Cap Equity Fund
ARSBX
105 202.36M 1.83M 0.90 Long Mar 2022
TIMOTHY PLAN Timothy Plan Small Cap Value Fund
TPLNX, TSVCX, TPVIX
66 165.08M 1.47M 0.90 Long Mar 2022
Putnam Variable Trust Putnam VT Small Cap Value Fund
113 152.1M 1.14M 0.80 Long Mar 2022
Brighthouse Funds Trust II Loomis Sayles Small Cap Core Portfolio
227 438.98M 3.03M 0.74 Long Mar 2022
Voya Equity Trust VOYA SMALLCAP OPPORTUNITIES FUND
NSPAX, NSPCX, NSPIX, ISOWX, ISORX, ISOZX, VSOPX
91 109.85M 753.06K 0.72 Long May 2022
Voya Equity Trust Voya Small Cap Growth Fund
TCMSX, VLNPX
86 431.03M 3.03M 0.71 Long May 2022
AMG Funds AMG GW&K Small/Mid Cap Fund
GWGIX, GWGVX, GWGZX
86 549.26M 3.86M 0.71 Long Jun 2022
Trust for Advised Portfolios Ziegler Piermont Small Cap Value Fund
ZPSVX
111 3.42M 23.93K 0.71 Long Jun 2021
Wilshire Mutual Funds Inc Small Company Growth Portfolio
DTSGX, WSMGX
483 25.19M 175.18K 0.71 Long Jun 2022
GREAT-WEST FUNDS INC Great-West Small Cap Value Fund
MXLSX, MXTFX
477 433.37M 2.96M 0.69 Long Mar 2022
Allspring Funds Trust Special Small Cap Value Fund
ESPAX, ESPCX, ESPIX, ESPNX, ESPRX, ESPHX
136 5.92B 40.03M 0.68 Long Mar 2022
Segall Bryant & Hamill Trust SBH SMALL CAP VALUE FUND
SBHVX, SBRVX
78 660.41M 4.33M 0.66 Long Mar 2022
VALIC Co I Small Cap Special Values Fund
VSSVX
123 241.25M 1.37M 0.58 Long May 2022
Delaware Group Equity Funds V Delaware Small Cap Core Fund
DCCAX, DCCCX, DCCRX, DCCIX
147 7.19B 39.55M 0.55 Long May 2022
AMG Funds AMG TimesSquare Small Cap Growth Fund
TSCIX, TSCPX, TSQIX
94 255.65M 1.33M 0.55 Long Jun 2022
Teton Westwood Funds TETON Westwood Mighty Mites Fund
WMMAX, WEMMX, WMMCX, WEIMX
353 622.94M 3.36M 0.54 Long Mar 2022
Advanced Series Trust AST Goldman Sachs Small-Cap Value Portfolio
217 580.4M 2.65M 0.54 Long Mar 2022
Victory Portfolios Victory Sycamore Small Company Opportunity Fund
SSGSX, GOGFX, VSOIX, VSOYX, VSORX
118 6.43B 33.32M 0.53 Long Apr 2022
Allspring Master Trust Small Company Value Portfolio
135 596.56M 3.08M 0.52 Long May 2022
First Eagle Funds First Eagle Small Cap Opportunity Fund
FESRX, FESAX, FESCX
245 402.38M 1.76M 0.44 Long Apr 2022
Penn Series Funds Inc Penn Series Small Cap Value Fund
230 155.62M 592.99K 0.38 Long Jun 2022
Goldman Sachs Trust Goldman Sachs Small Cap Value Fund
GSSIX, GSSSX, GSSMX, GSSCX, GSQRX, GSQTX, GSSUX, GSYPX
212 3.83B 14.45M 0.38 Long May 2022
Prudential Series Fund PSF Small-Cap Value Portfolio
232 296.04M 1.01M 0.38 Long Jun 2022
Brighthouse Funds Trust I Brighthouse Small Cap Value Portfolio
264 1.35B 4.24M 0.37 Long Mar 2022
CORNERCAP GROUP OF FUNDS CORNERCAP SMALL-CAP VALUE FUND
CSCVX, CSCJX
348 129.87M 446.06K 0.34 Long Jun 2022
Columbia Funds Variable Series Trust II Variable Portfolio - Partners Small Cap Value Fund
174 715.79M 2.33M 0.33 Long Mar 2022
iShares Trust iShares US Small Cap Value Factor ETF
SVAL
238 185.26M 574.69K 0.32 Long Mar 2022
RBB Fund, Inc. SGI Small Cap Core Fund
BOGIX
204 91.98M 266.63K 0.29 Long May 2022
TRANSAMERICA SERIES TRUST Transamerica Small/Mid Cap Value VP
215 620.51M 1.72M 0.28 Long Mar 2022
Delaware VIP Trust Delaware VIP Smid Cap Core Series
153 695.67M 1.93M 0.28 Long Mar 2021
TRANSAMERICA FUNDS Transamerica Small/Mid Cap Value
IIVAX, IIVLX, TSMVX, TSVIX, TASMX
218 845.48M 2.13M 0.26 Long Apr 2022
iShares Trust iShares Micro-Cap ETF
IWC
1,787 1.45B 2.74M 0.25 Long Mar 2022
JPMORGAN INSURANCE TRUST JPMorgan Insurance Trust Small Cap Core Portfolio
510 205.99M 487.6K 0.24 Long Mar 2022
AQR Funds AQR Small Cap Multi-Style Fund
QSMLX, QSMNX, QSERX
572 122.38M 287.3K 0.24 Long Mar 2022
Guidestone Funds SMALL CAP EQUITY FUND
GSCYX, GSCZX
728 800.38M 1.85M 0.23 Long Mar 2022
JNL Series Trust JNL Multi-Manager Small Cap Growth Fund
376 2.88B 6.26M 0.23 Long Mar 2022
Timothy Plan Timothy Plan US Small Cap Core ETF
TPSC
455 56.04M 122.45K 0.22 Long Mar 2022
GLOBAL X FUNDS Global X U.S. Infrastructure Development ETF
PAVE
101 4.38B 9.51M 0.22 Long May 2022
Victory Portfolios II VictoryShares US Small Cap Volatility Wtd ETF
CSA
503 25.85M 54.95K 0.21 Long Mar 2022
Victory Portfolios II VictoryShares US Discovery Enhanced Volatility Wtd ETF
CSF
505 78.56M 166.42K 0.21 Long Mar 2022
GREAT-WEST FUNDS INC Great-West Core Strategies: U.S. Equity Fund
MXEBX, MXETX
270 30.28M 59.98K 0.20 Long Apr 2022
IndexIQ ETF Trust IQ Chaikin U.S. Small Cap ETF
CSML
502 188.31M 340.82K 0.18 Long Apr 2022
IVY FUNDS Delaware Ivy Smid Cap Core Fund
IYSYX, IYSAX, IYSCX, IVVIX, IYSMX, ISPVX
150 609.92M 1.08M 0.18 Long Mar 2022
Franklin Value Investors Trust Franklin Small Cap Value Fund
FRVLX, FRVFX, FVFRX, FVADX, FRCSX
86 4.3B 7.67M 0.18 Long Apr 2022
USAA Mutual Funds Trust Small Cap Stock Fund
USCAX, UISCX
601 1.02B 1.75M 0.18 Long Apr 2022
Mercer Funds Mercer US Small/Mid Cap Equity Fund
MSCGX
463 1.66B 2.65M 0.17 Long Jun 2022
Advanced Series Trust AST Small-Cap Value Portfolio
834 1.26B 1.78M 0.17 Long Jun 2022
Delaware VIP Trust Delaware VIP Opportunity Series
154 85.32M 126.48K 0.15 Long Mar 2022
PGIM ETF TRUST PGIM QMA Strategic Alpha Small-Cap Value ETF
PQSV
717 13.87M 18.56K 0.14 Long Aug 2021
J.P. Morgan Exchange-Traded Fund Trust JPMorgan Diversified Return U.S. Small Cap Equity ETF
JPSE
598 217.01M 263.43K 0.13 Long Apr 2022
Goldman Sachs Trust II Multi-Manager U.S. Small Cap Equity Fund
MMSMX
372 1.05B 775.47K 0.13 Long Apr 2022
Dimensional ETF Trust Dimensional US Small Cap Value ETF
823 48.62M 61.51K 0.13 Long Apr 2022
Northern Funds Northern Small Cap Value Fund
NOSGX
489 2.3B 2.83M 0.12 Long Mar 2022
EQ Advisors Trust 1290 VT Micro Cap Portfolio
1,850 209.08M 231.12K 0.12 Long Mar 2022
NuShares ETF Trust Nuveen ESG Small-Cap ETF
NUSC
586 1.06B 1.22M 0.12 Long Apr 2022
SUNAMERICA SERIES TRUST SA Franklin Small Company Value Portfolio
86 323.01M 351.1K 0.11 Long Apr 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. SMALL CAP VALUE PORTFOLIO
DFSVX
1,026 15.25B 14.51M 0.10 Long Apr 2022
Voya Investors Trust VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO
IJSIX, IJSSX, IJSTX, IJSAX, VPRSX
571 517.84M 490.8K 0.10 Long Jun 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. MICRO CAP PORTFOLIO
DFSCX
1,691 7.38B 6.14M 0.10 Long Apr 2022
VALIC Co I Small Cap Value Fund
VVSCX
529 526.9M 502.88K 0.10 Long May 2022
PACIFIC SELECT FUND Small-Cap Equity Portfolio
1,465 359.69M 333.09K 0.09 Long Mar 2022
VANGUARD WELLINGTON FUND VANGUARD U.S. LIQUIDITY FACTOR ETF
VFLQ
737 44.66M 40.7K 0.09 Long May 2022
VALIC Co II Small Cap Value Fund
VCSVX
626 467.64M 407.75K 0.09 Long Feb 2021
WisdomTree Trust WisdomTree U.S. SmallCap Quality Dividend Growth Fund
DGRS
291 225.45M 191.82K 0.09 Long Mar 2022
Variable Insurance Products Fund VIP Stock Selector All Cap Portfolio
560 5.72B 4.86M 0.09 Long Mar 2022
Fidelity Central Investment Portfolios LLC Fidelity U.S. Equity Central Fund
588 21.96B 18.3M 0.08 Long Mar 2022
Fidelity Salem Street Trust Fidelity Small Cap Value Index Fund
FISVX
1,440 1.01B 754.8K 0.08 Long Mar 2022
iShares Trust iShares Russell 2000 Value ETF
IWN
1,438 16.84B 12.08M 0.08 Long Mar 2022
EQ Advisors Trust EQ/Franklin Small Cap Value Managed Volatility Portfolio
2,053 337.51M 260.89K 0.08 Long Mar 2022
PACIFIC SELECT FUND PD Small-Cap Value Index Portfolio
1,437 156.56M 122.88K 0.08 Long Mar 2022
VERICIMETRY FUNDS Vericimetry U.S. Small Cap Value Fund
VYSVX
855 182.43M 141.19K 0.08 Long Mar 2022
WisdomTree Trust WisdomTree U.S. SmallCap Fund
EES
959 708.18M 520.46K 0.08 Long Mar 2022
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000 VALUE INDEX FUND
VTWV, VRTVX
1,436 1.09B 773.75K 0.07 Long May 2022
Franklin Templeton Variable Insurance Products Trust Franklin Small Cap Value VIP Fund
84 1.19B 839.56K 0.07 Long Mar 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Targeted Value Portfolio
DFFVX
1,381 12.94B 7.65M 0.06 Long Apr 2022
DFA INVESTMENT DIMENSIONS GROUP INC Tax-Managed U.S. Targeted Value Portfolio
DTMVX
1,362 6.13B 3.72M 0.06 Long Apr 2021
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
1,140 184.12M 92.54K 0.06 Long May 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Sustainability Targeted Value Portfolio
1,151 310.13M 176.43K 0.06 Long Apr 2022
John Hancock Variable Insurance Trust Small Cap Opportunities Trust
1,153 159.38M 92.35K 0.06 Long Mar 2022
DFA INVESTMENT DIMENSIONS GROUP INC TAX-MANAGED U.S. SMALL CAP PORTFOLIO
DFTSX
1,942 4.32B 2.25M 0.06 Long Apr 2021
Morningstar Funds Trust Morningstar U.S. Equity Fund
364 1.49B 850.06K 0.06 Long Apr 2022
Goldman Sachs ETF Trust Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
GSSC
1,250 434.55M 241.82K 0.06 Long May 2022
DFA INVESTMENT DIMENSIONS GROUP INC VA U.S. TARGETED VALUE PORTFOLIO
1,262 536.62M 277.4K 0.06 Long Apr 2022
Invesco Exchange-Traded Fund Trust Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
1,495 2.23B 944.1K 0.05 Long Apr 2022
NORTHERN LIGHTS FUND TRUST II Acclivity Small Cap Value Fund
AXVNX, AXVIX
722 9.58M 4.58K 0.05 Long Mar 2022
iShares Trust iShares ESG Aware MSCI USA Small-Cap ETF
ESML
1,010 1.57B 688.06K 0.05 Long May 2022
Allianz Variable Insurance Products Trust AZL DFA U.S. Small Cap Fund
1,701 144M 65.97K 0.05 Long Mar 2022
Dimensional ETF Trust Dimensional U.S. Targeted Value ETF
DFAT
1,512 6.81B 2.89M 0.04 Long Apr 2022
Brighthouse Funds Trust II MetLife Russell 2000 Index Portfolio
1,723 1.19B 427.14K 0.04 Long Mar 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. SMALL CAP PORTFOLIO
DFSTX
2,066 15.94B 6.03M 0.04 Long Apr 2022
BlackRock Variable Series Funds, Inc. BlackRock Small Cap Index V.I. Fund
2,017 363.36M 140.81K 0.04 Long Mar 2022
Northern Funds Northern Small Cap Index Fund
NSIDX
2,031 1.55B 659.45K 0.04 Long Mar 2022
iShares Trust iShares Russell 2000 ETF
IWM
2,024 76B 26.62M 0.04 Long Mar 2022
AQR Funds AQR Small Cap Momentum Style Fund
ASMOX, ASMNX, QSMRX
666 250.28M 105.66K 0.04 Long Mar 2022
PACIFIC SELECT FUND Small-Cap Index Portfolio
2,016 794.36M 339.28K 0.04 Long Mar 2022
Quantitative Master Series LLC Master Small Cap Index Series
2,022 4.92B 1.83M 0.04 Long Mar 2022
Nationwide Variable Insurance Trust NVIT Small Cap Index Fund
2,027 420.78M 164.43K 0.04 Long Mar 2022
T. ROWE PRICE INDEX TRUST, INC. T. Rowe Price Small-Cap Index Fund
TRZIX
2,028 104.8M 41.76K 0.04 Long Mar 2022
MASSMUTUAL SELECT FUNDS MM Russell 2000 Small Cap Index Fund
MCJAX, MCJZX, MCJIX, MCJSX, MCJYX, MCJFX, MCJTX
2,030 230.33M 94.47K 0.04 Long Mar 2022
SCHWAB CAPITAL TRUST Schwab Fundamental US Small Company Index Fund
SFSNX
1,003 1.76B 740.91K 0.04 Long Apr 2022
John Hancock Variable Insurance Trust Small Cap Index Trust
JESIX
1,815 607.63M 252.7K 0.04 Long Mar 2022
DEUTSCHE DWS INVESTMENTS VIT FUNDS DWS Small Cap Index VIP
2,026 444.02M 172.53K 0.04 Long Mar 2022
EQ Advisors Trust ATM Small Cap Managed Volatility Portfolio
2,054 1.36B 538.93K 0.04 Long Dec 2021
ETF Series Solutions Nationwide Russell 2000 Risk-Managed Income ETF
NTKI
2,007 16.74M 6.51K 0.04 Long May 2022
Delaware Group Foundation Funds Delaware Strategic Allocation Fund
DFBCX, DFFIX, DFBAX, DFBRX
963 230.84M 93.2K 0.04 Long Mar 2022
Calvert Variable Products, Inc. Calvert VP Russell 2000 Small Cap Index Portfolio
2,031 232.25M 92.56K 0.04 Long Mar 2022
SCHWAB CAPITAL TRUST Schwab Small-Cap Index Fund
SWSSX
2,020 5.69B 2.23M 0.04 Long Apr 2022
SCHWAB STRATEGIC TRUST Schwab Fundamental U.S. Small Company Index ETF
FNDA
998 5.9B 2.35M 0.04 Long May 2022
Nationwide Mutual Funds Nationwide Small Cap Index Fund
GMRAX, GMRCX, GMRIX, GMSRX, NWXRX
2,005 242.98M 93.52K 0.04 Long Apr 2022
Fidelity Salem Street Trust Fidelity Flex Small Cap Index Fund
FLXSX
1,994 267.84M 96.96K 0.04 Long Apr 2022
TIAA-CREF Funds TIAA-CREF Small-Cap Blend Index Fund
TISBX, TRBIX, TRHBX
2,011 3.67B 1.41M 0.04 Long Apr 2022
EQ Advisors Trust EQ/2000 Managed Volatility Portfolio
2,035 4.2B 1.59M 0.04 Long Mar 2022
EQ Advisors Trust 1290 VT Small Cap Value Portfolio
1,483 428.32M 166.04K 0.04 Long Mar 2022
WisdomTree Trust WisdomTree U.S. SmallCap Dividend Fund
DES
676 1.9B 744.84K 0.04 Long Mar 2022
Fidelity Salem Street Trust Fidelity Small Cap Index Fund
FSSNX
2,021 21.34B 7.39M 0.04 Long Apr 2022
Dimensional ETF Trust Dimensional U.S. Small Cap ETF
DFAS
2,034 4.38B 1.64M 0.04 Long Apr 2022
SUNAMERICA SERIES TRUST SA Small Cap Index Portfolio
2,033 283.59M 108.83K 0.04 Long Apr 2022
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000 INDEX FUND
VRTIX, VTWO
2,025 6.27B 2.41M 0.04 Long May 2022
VALIC Co I Small Cap Index Fund
VCSLX
2,020 948.94M 348.27K 0.04 Long May 2022
iShares Trust iShares Morningstar Small-Cap Growth ETF
ISCG
1,167 423.83M 117.73K 0.04 Long Apr 2022
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP SSGA Small-Cap Index Fund
2,000 1.98B 681.11K 0.03 Long Jun 2022
Voya VARIABLE PORTFOLIOS INC VOYA RUSSELLTM SMALL CAP INDEX PORTFOLIO
IRSIX, IIRSX, IRSSX, IRCIX, VRSPX
1,910 1.12B 305.69K 0.03 Long Jun 2022
ProFunds UltraSmall-Cap
UAPIX, UAPSX
2,023 60.43M 20.42K 0.03 Long Apr 2022
EQ Advisors Trust EQ/Small Company Index Portfolio
1,834 1.48B 474.88K 0.03 Long Mar 2022
Penn Series Funds Inc Penn Series Small Cap Index Fund
1,960 75.54M 25.11K 0.03 Long Jun 2022
SA FUNDS INVESTMENT TRUST SA U.S. Small Company Fund
1,559 347.15M 112.02K 0.03 Long Mar 2022
ProShares Trust ProShares UltraPro Russell2000
URTY
2,028 440.67M 82.28K 0.03 Long May 2022
Rydex Series Funds Russell 2000 Fund
RYRRX, RYROX, RYRHX
2,033 26.29M 8.27K 0.03 Long Mar 2022
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF
IUSS
1,205 70.07M 18.53K 0.03 Long May 2022
iShares Trust iShares Morningstar Small-Cap ETF
ISCB
1,983 242.81M 60.94K 0.03 Long Apr 2022
Rydex Series Funds Russell 2000 1.5x Strategy Fund
RYMKX, RYAKX, RYCMX
2,029 10.16M 2.97K 0.03 Long Mar 2022
ProShares Trust ProShares Ultra Russell2000
UWM
2,031 239.14M 49.95K 0.03 Long May 2022
iShares Trust iShares Factors US Small Blend Style ETF
STSB
838 8.1M 2.12K 0.03 Long Jun 2021
Virtus Investment Trust Virtus AllianzGI Small-Cap Fund
AZBAX, AZBCX, AZBIX, AZBPX, ASCFX
307 174.34M 49.23K 0.03 Long Mar 2022
FIDELITY COVINGTON TRUST Fidelity MSCI Industrials Index ETF
FIDU
364 758.72M 208.55K 0.03 Long Apr 2022
ProFunds ProFund VP UltraSmall-Cap
2,031 21.66M 5.94K 0.03 Long Mar 2022
Northern Funds Northern Small Cap Core Fund
1,560 506.27M 138.9K 0.03 Long Mar 2022
SCHWAB STRATEGIC TRUST Schwab U.S. Small-Cap ETF
SCHA
1,807 14.65B 3.84M 0.03 Long May 2022
ProFunds ProFund VP Small-Cap
2,029 14.15M 3.73K 0.03 Long Mar 2022
VANGUARD WORLD FUND VANGUARD INDUSTRIALS INDEX FUND
VINAX, VIS
352 3.78B 987.09K 0.03 Long May 2022
Rydex Dynamic Funds Russell 2000 2x Strategy Fund
RYRUX, RYRLX, RYRSX
2,032 26.42M 6.28K 0.03 Long Mar 2022
iShares Trust iShares Morningstar Small-Cap Value ETF
ISCV
1,211 404.79M 93.62K 0.03 Long Apr 2022
GPS Funds I GuideMark Small/Mid Cap Core Fund
GMSMX, GISMX
1,633 143.2M 26.16K 0.02 Long Mar 2022
Invesco Exchange-Traded Fund Trust II Invesco PureBetaSM MSCI USA Small Cap ETF
PBSM
2,001 48.34M 8.37K 0.02 Long May 2022
GLOBAL X FUNDS Global X Russell 2000 Covered Call ETF
RYLD
2,013 1.28B 277.68K 0.02 Long Apr 2022
JNL Series Trust JNL/DFA U.S. Small Cap Fund
1,966 511.12M 106.59K 0.02 Long Mar 2022
EQ Advisors Trust EQ/AB Small Cap Growth Portfolio
1,580 2.14B 394.32K 0.02 Long Mar 2022
Variable Insurance Products Fund II VIP Extended Market Index Portfolio
2,149 194.25M 35.23K 0.02 Long Mar 2022
Rydex Variable Trust Russell 2000 2x Strategy Fund
2,019 1.7M 296.8 0.02 Long Mar 2022
Fidelity Concord Street Trust Fidelity ZERO Extended Market Index Fund
FZIPX
2,444 1.4B 238.47K 0.02 Long Apr 2022
ProFunds Small-Cap
SLPIX, SLPSX
2,021 3.86M 709 0.02 Long Apr 2022
USAA Mutual Funds Trust Extended Market Index Fund
USMIX
3,202 918.31M 160.48K 0.02 Long Mar 2022
Rydex Variable Trust Russell 2000 1.5x Strategy Fund
2,031 4.67M 805.6 0.02 Long Mar 2022
BlackRock Funds iShares Russell Small/Mid-Cap Index Fund
2,509 511.91M 79.05K 0.02 Long Apr 2022
Goldman Sachs Trust Goldman Sachs Small Cap Value Insights Fund
GSATX, GSCTX, GSITX, GTTRX, GTTTX, GTTUX, GSXPX
433 1.13B 197.07K 0.02 Long Apr 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. VECTOR EQUITY PORTFOLIO
DFVEX
2,355 4.87B 753.49K 0.02 Long Apr 2022
STATE STREET INSTITUTIONAL INVESTMENT TRUST STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
SSMHX
2,549 1.67B 264.92K 0.02 Long Mar 2022
VANGUARD INDEX FUNDS VANGUARD EXTENDED MARKET INDEX FUND
VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX
3,704 101.13B 15.91M 0.02 Long Mar 2022
Fidelity Concord Street Trust Fidelity Extended Market Index Fund
FSMAX
3,687 34.75B 4.88M 0.02 Long May 2022
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT EXTENDED MARKET INDEX FUND
SMXAX
2,525 1.5B 208.07K 0.01 Long May 2022
BlackRock Funds BlackRock Advantage Small Cap Core Fund
BDSIX, BDSAX, BDSCX, BDSKX
759 4.03B 520.22K 0.01 Long May 2022
TIAA-CREF Life Funds TIAA-CREF Life Small-Cap Equity Fund
TLEQX
441 70.34M 8.35K 0.01 Long Mar 2022
Fidelity Commonwealth Trust Fidelity Nasdaq Composite Index ETF
ONEQ
1,010 4.2B 435.41K 0.01 Long May 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Social Core Equity 2 Portfolio
2,259 1.54B 162.96K 0.01 Long Apr 2022
DFA INVESTMENT TRUST COMPANY THE TAX-MANAGED U.S. MARKETWIDE VALUE SERIES
1,069 8.26B 813.95K 0.01 Long Jul 2021
Allspring Master Trust Factor Enhanced U.S. Small Cap Equity Portfolio
1,415 150.61M 14.48K 0.01 Long May 2022
DFA INVESTMENT DIMENSIONS GROUP INC T.A. U.S. Core Equity 2 Portfolio
2,466 13.23B 1.22M 0.01 Long Apr 2021
HC Capital Trust The Small Capitalization - Mid Capitalization Equity Portfolio
HCCEX
1,149 86.48M 7.12K 0.01 Long Mar 2022
ProShares Trust ProShares Hedge Replication ETF
HDG
2,026 45.74M 3.44K 0.01 Long May 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 2 PORTFOLIO
DFQTX
2,518 32.43B 2.38M 0.01 Long Apr 2022
MORGAN STANLEY PATHWAY FUNDS Small-Mid Cap Equity Fund
TSGUX
2,581 572.53M 42.76K 0.01 Long May 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Sustainability Core 1 Portfolio
2,094 5.27B 367.3K 0.01 Long Apr 2022
JNL Series Trust JNL/DFA U.S. Core Equity Fund
2,134 1.49B 101.84K 0.01 Long Mar 2022
Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF
DFAC
2,349 14.52B 900.64K 0.01 Long Apr 2022
Fidelity Rutland Square Trust II Strategic Advisers Fidelity U.S. Total Stock Fund
FCTDX
1,201 69.35B 4.31M 0.01 Long May 2022
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 1 Fund
2,005 1.36B 84.8K 0.01 Long Jun 2022
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 2 Fund
2,233 751.02M 46.27K 0.01 Long Jun 2022
Allianz Variable Insurance Products Trust AZL DFA U.S. Core Equity Fund
2,098 471.6M 27.69K 0.01 Long Mar 2022
Bridge Builder Trust Bridge Builder Small/Mid Cap Value Fund
BBVSX
2,270 7.12B 399.41K 0.01 Long Mar 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 1 PORTFOLIO
DFEOX
2,476 30.74B 1.6M 0.01 Long Apr 2022
Fidelity Concord Street Trust Fidelity Nasdaq Composite Index Fund
FNCMX
3,490 11.47B 548.94K 0.01 Long May 2022
Principal Funds, Inc SmallCap Value Fund II
PJARX, PLARX, PSTWX, PCPTX, PPVIX, PSMJX, PSMVX
1,552 1.16B 56.61K 0.00 Long Apr 2022
Wilshire Mutual Funds Inc Wilshire 5000 Index Fund
WFIVX, WINDX
1,803 204.13M 8.17K 0.00 Long Jun 2022
iShares Trust iShares Core S&P Total U.S. Stock Market ETF
ITOT
3,663 46.41B 1.51M 0.00 Long Mar 2022
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC State Street Total Return V.I.S. Fund
SSTIX, SSTTX
6,675 1.67B 55.97K 0.00 Long Mar 2022
SCHWAB STRATEGIC TRUST Schwab Fundamental U.S. Broad Market Index ETF
FNDB
1,727 442.82M 12.79K 0.00 Long May 2022
Dimensional ETF Trust Dimensional US Core Equity Market ETF
DFAU
2,463 1.93B 53.46K 0.00 Long Apr 2022
Variable Insurance Products Fund II VIP Total Market Index Portfolio
2,662 589.02M 15.77K 0.00 Long Mar 2022
TIAA Separate Account VA-1 TIAA Separate Account VA-1 - Stock Index Account
2,868 1.31B 35.62K 0.00 Long Mar 2022
VANGUARD INSTITUTIONAL INDEX FUNDS VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
VITNX, VITPX
3,662 30.53B 811.83K 0.00 Long Mar 2022
John Hancock Variable Insurance Trust Total Stock Market Index Trust
JETSX
3,255 859.83M 22.56K 0.00 Long Mar 2022
College Retirement Equities Fund College Retirement Equities Fund - Equity Index Account
QCEQRX, QCEQPX, QCEQIX
2,799 23.97B 624.42K 0.00 Long Mar 2022
Fidelity Concord Street Trust Fidelity ZERO Total Market Index Fund
FZILX
2,853 12.44B 318.38K 0.00 Long Apr 2022
VANGUARD INDEX FUNDS VANGUARD TOTAL STOCK MARKET INDEX FUND
VTSMX, VTSAX, VITSX, VTI, VSMPX, VSTSX
4,137 1.32T 32.58M 0.00 Long Mar 2022
SCHWAB CAPITAL TRUST Schwab Total Stock Market Index Fund
SWTSX
3,438 16.83B 398.85K 0.00 Long Apr 2022
John Hancock Variable Insurance Trust Strategic Equity Allocation Trust
3,409 8.41B 198.35K 0.00 Long Mar 2022
iShares Trust iShares Russell 3000 ETF
IWV
2,767 12.47B 282.6K 0.00 Long Mar 2022
Fidelity Concord Street Trust Fidelity Total Market Index Fund
FSKAX
3,981 68.16B 1.57M 0.00 Long May 2022
Fidelity Concord Street Trust Fidelity Series Total Market Index Fund
FCFMX
4,138 47.18B 1.08M 0.00 Long May 2022
SCHWAB STRATEGIC TRUST Schwab U.S. Broad Market ETF
SCHB
2,536 20.94B 473.78K 0.00 Long May 2022
TIAA-CREF Funds TIAA-CREF Equity Index Fund
TIEIX, TIQRX, TINRX, TCEPX, TEIHX, TEQWX
2,953 32.65B 738.57K 0.00 Long Apr 2022
BlackRock Funds iShares Total U.S. Stock Market Index Fund
2,911 2.39B 51.97K 0.00 Long Apr 2022
TIAA-CREF Life Funds TIAA-CREF Life Stock Index Fund
TLSTX
2,952 786.59M 17.51K 0.00 Long Mar 2022
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 3000 INDEX FUND
VRTTX, VTHR
2,998 2.05B 45.66K 0.00 Long May 2022
ADVISORS' INNER CIRCLE III Knights of Columbus U.S. ALL CAP INDEX FUND
KCXIX
2,533 62.28M 1.28K 0.00 Long Apr 2022
DFA INVESTMENT DIMENSIONS GROUP INC TAX-MANAGED U.S. EQUITY PORTFOLIO
DTMEX
1,937 5.45B 99.02K 0.00 Long Apr 2021
Dimensional ETF Trust Dimensional U.S. Equity ETF
DFUS
1,987 5.57B 93.23K 0.00 Long Apr 2022
VANGUARD VALLEY FORGE FUNDS VANGUARD BALANCED INDEX FUND
VBINX, VBIAX, VBAIX
15,371 57.32B 891.33K 0.00 Long Mar 2022
BULLFINCH FUND INC Greater Western New York Series
BWNYX
32 2.42M 3.55K 0.00 Long Apr 2022
FlexShares Trust FlexShares Morningstar US Market Factor Tilt Index Fund
TILT
2,438 1.72B 19.99K 0.00 Long Apr 2022
Thrivent Mutual Funds THRIVENT GLOBAL STOCK FUND
AALGX, IILGX
1,076 1.89B 24.99K 0.00 Long Apr 2022
Thrivent Series Funds, Inc. THRIVENT GLOBAL STOCK PORTFOLIO
1,104 1.49B 19.5K 0.00 Long Mar 2022
Thrivent Series Funds, Inc. THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO
1,992 7.71B 83.32K 0.00 Long Mar 2022
Thrivent Series Funds, Inc. THRIVENT MODERATE ALLOCATION PORTFOLIO
2,011 11.77B 120.03K 0.00 Long Mar 2022
Thrivent Mutual Funds THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND
TMAAX, TMAFX
1,998 3.84B 38.46K 0.00 Long Apr 2022
Thrivent Mutual Funds THRIVENT MODERATE ALLOCATION FUND
THMAX, TMAIX
2,012 3.59B 34.03K 0.00 Long Apr 2022
Guggenheim Active Allocation Fund Guggenheim Active Allocation Fund
2,860 843.47M 5.5K 0.00 Long May 2022
Thrivent Series Funds, Inc. THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO
933 2.07B 16.11K 0.00 Long Mar 2022
College Retirement Equities Fund College Retirement Equities Fund - Stock Account
QCSTRX, QCSTPX, QCSTIX
10,009 129.76B 1.02M 0.00 Long Mar 2022
Thrivent Mutual Funds THRIVENT AGGRESSIVE ALLOCATION FUND
TAAAX, TAAIX
910 2B 13.44K 0.00 Long Apr 2022
Nationwide Mutual Funds Nationwide Multi-Cap Portfolio
4,186 5.23B 33.25K 0.00 Long Apr 2022
Thrivent Series Funds, Inc. THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO
2,017 6.18B 22.34K 0.00 Long Mar 2022
Thrivent Mutual Funds THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND
TCAAX, TCAIX
2,014 1.35B 4.96K 0.00 Long Apr 2022