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Wesbanco (WSBC)

Fund Manager Fund Series #Holdings $Fund Size $Holding % of Fund Position As Of
World Funds Trust Clifford Capital Focused Small Cap Value Fund
FSVQX, FSVVX, FSVRX
31 14.27M 484.48K 3.39 Long Mar 2022
Walthausen Funds WALTHAUSEN FOCUSED SMALL CAP VALUE FUND
WSVIX
38 9.15M 277.18K 3.10 Long Jan 2022
Invesco Exchange-Traded Fund Trust Invesco High Yield Equity Dividend AchieversTM ETF
PEY
52 1.08B 18.78M 1.80 Long Jan 2022
Legg Mason Partners Investment Trust ClearBridge Small Cap Value Fund
SBVAX, SBVLX, SMCYX, LCBIX
80 135.46M 1.99M 1.48 Long Mar 2022
ProShares Trust ProShares Russell 2000 Dividend Growers ETF
SMDV
93 898.66M 10.82M 1.21 Long Feb 2022
Legg Mason Global Asset Management Trust ClearBridge Small Cap Fund
LMARX, LMNSX, LMSAX, LMASX, LGASX, LISGX
100 1.12B 13.37M 1.21 Long Jan 2022
Guardian Variable Products Trust Guardian Small Cap Core VIP Fund
98 282.45M 3.29M 1.17 Long Mar 2022
IVY FUNDS Delaware Ivy ProShares Russell 2000 Dividend Growers Index Fund
IRUAX, IRUEX, IRUIX
89 36.44M 370.61K 1.11 Long Mar 2022
Fidelity Select Portfolios Select Banking Portfolio
FSRBX
54 754.88M 7.51M 1.05 Long Feb 2022
Victory Portfolios II VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
106 299.26M 2.69M 0.93 Long Mar 2022
Segall Bryant & Hamill Trust SBH SMALL CAP VALUE FUND
SBHVX, SBRVX
76 612.99M 5.19M 0.85 Long Dec 2021
Valued Advisers Trust FOUNDRY PARTNERS FUNDAMENTAL SMALL CAP VALUE FUND
DRISX, DRSVX
88 270.72M 2.22M 0.85 Long Jan 2022
First Trust Exchange-Traded Fund First Trust NASDAQ ABA Community Bank Index Fund
QABA
157 126.76M 1.07M 0.85 Long Mar 2022
AMG Funds AMG GW&K Small Cap Value Fund
SKSEX, SKSIX, SKSZX
75 372.66M 2.95M 0.79 Long Dec 2021
Franklin Value Investors Trust Franklin MicroCap Value Fund
FVRMX, FRMCX, FMCVX
81 216.71M 1.5M 0.69 Long Jan 2022
Delaware Group Equity Funds V Delaware Small Cap Core Fund
DCCAX, DCCCX, DCCRX, DCCIX
150 7.51B 49.17M 0.66 Long Feb 2022
First Trust Exchange-Traded Fund VIII First Trust Active Factor Small Cap ETF
AFSM
325 2.56M 15.38K 0.60 Long Feb 2022
ANCORA TRUST Ancora Income Fund
AAIIX
104 38.49M 216.8K 0.56 Long Mar 2022
First Trust Exchange-Traded AlphaDEX Fund First Trust Small Cap Value AlphaDEX Fund
FYT
264 242.91M 1.3M 0.54 Long Jan 2022
Fidelity Advisor Series VII Fidelity Advisor Financial Services Fund
FAFDX, FAFCX, FAFSX, FFSIX, FIKBX
70 596.54M 2.92M 0.49 Long Jan 2022
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP SSGA Small-Mid Cap 200 Fund
264 532.93M 2.43M 0.49 Long Mar 2022
SPDR SERIES TRUST SPDR(R) S&P Bank ETF
KBE
101 3.13B 14.59M 0.48 Long Dec 2021
SPDR SERIES TRUST SPDR(R) S&P Regional Banking(SM) ETF
KRE
144 4.92B 23.08M 0.47 Long Dec 2021
Target Portfolio Trust PGIM Quant Solutions Small-Cap Value Fund
TASVX, TSVRX, TSVAX, TSVQX, TRACX, PSVDX, PSVKX
304 626.35M 2.62M 0.46 Long Jan 2022
BMO FUNDS, INC. BMO Small-Cap Value Fund
MRSNX, BACVX, BSVGX
164 102.17M 449.65K 0.46 Long Nov 2021
Variable Insurance Products Fund IV VIP Financial Services Portfolio
70 304.14M 1.32M 0.43 Long Mar 2022
BlackRock Funds BlackRock Advantage Small Cap Core Fund
BDSIX, BDSAX, BDSCX, BDSKX
742 4.43B 18.44M 0.43 Long Feb 2022
Fidelity Select Portfolios Select Financial Services Portfolio
FIDSX
71 831.83M 3.48M 0.42 Long Feb 2022
Columbia Funds Variable Series Trust II Variable Portfolio - Partners Small Cap Value Fund
174 715.79M 2.92M 0.41 Long Mar 2022
Direxion Shares ETF Trust Direxion Daily Regional Banks Bull 3X Shares
DPST
146 401.4M 1.47M 0.37 Long Jan 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. SMALL CAP VALUE PORTFOLIO
DFSVX
1,037 15.56B 48.62M 0.33 Long Jan 2022
TIAA-CREF Funds TIAA-CREF Quant Small-Cap Equity Fund
TISEX, TCSEX, TRSEX, TSRPX, TSCHX, TSCWX
438 2.79B 8.91M 0.32 Long Jan 2022
ALPS ETF TRUST Barrons 400 ETF
BFOR
400 144.96M 425.65K 0.29 Long Feb 2022
TIAA-CREF Life Funds TIAA-CREF Life Small-Cap Equity Fund
TLEQX
436 75.65M 217.29K 0.29 Long Dec 2021
First Trust Exchange-Traded AlphaDEX Fund First Trust Small Cap Core AlphaDEX Fund
FYX
528 909.81M 2.48M 0.28 Long Jan 2022
Victory Portfolios II Victory Market Neutral Income Fund
CBHAX, CBHCX, CBHIX, CBHMX
436 3.51B 8.72M 0.26 Long Mar 2022
NORTHERN LIGHTS FUND TRUST II Acclivity Small Cap Value Fund
AXVNX, AXVIX
722 9.58M 23.67K 0.26 Long Mar 2022
Northern Funds Northern Small Cap Value Fund
NOSGX
489 2.3B 5.78M 0.25 Long Mar 2022
Absolute Shares Trust WBI Power Factor High Dividend ETF
WBIY
51 85.61M 170.05K 0.25 Long Mar 2022
Timothy Plan Timothy Plan US Small Cap Core ETF
TPSC
455 56.04M 133.8K 0.24 Long Mar 2022
WisdomTree Trust WisdomTree U.S. SmallCap Fund
EES
959 708.18M 1.65M 0.24 Long Mar 2022
BNY Mellon Strategic Funds, Inc. BNY Mellon Select Managers Small Cap Value Fund
DMVAX, DMECX, DMVIX, DMVYX
440 576.7M 1.35M 0.23 Long Feb 2022
Guidestone Funds SMALL CAP EQUITY FUND
GSCYX, GSCZX
728 800.38M 1.78M 0.22 Long Mar 2022
Northern Lights Fund Trust IV Inspire Small/Mid Cap Impact ETF
ISMD
499 110.65M 244.82K 0.22 Long Feb 2022
VERICIMETRY FUNDS Vericimetry U.S. Small Cap Value Fund
VYSVX
855 182.43M 398.61K 0.22 Long Mar 2022
Victory Portfolios II VictoryShares US Small Cap Volatility Wtd ETF
CSA
503 25.85M 55.66K 0.22 Long Mar 2022
Victory Portfolios II VictoryShares US Discovery Enhanced Volatility Wtd ETF
CSF
505 78.56M 168.6K 0.22 Long Mar 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. MICRO CAP PORTFOLIO
DFSCX
1,685 7.61B 14.96M 0.22 Long Jan 2022
VANGUARD WELLINGTON FUND VANGUARD U.S. MULTIFACTOR ETF
VFMF
606 150.23M 324K 0.22 Long Feb 2022
SPDR SERIES TRUST SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
440 221.53M 470.37K 0.21 Long Dec 2021
WisdomTree Trust WisdomTree U.S. SmallCap Dividend Fund
DES
676 1.9B 3.97M 0.21 Long Mar 2022
American Century ETF Trust Avantis U.S. Small Cap Equity ETF
AVSC
1,088 2.85M 5.99K 0.21 Long Feb 2022
IndexIQ ETF Trust IQ Chaikin U.S. Small Cap ETF
CSML
484 205.44M 416.62K 0.21 Long Jan 2022
First Trust Exchange-Traded Fund VI Small Cap US Equity Select ETF
RNSC
304 21.77M 42.95K 0.20 Long Mar 2022
EATON VANCE GROWTH TRUST Eaton Vance Richard Bernstein All Asset Strategy Fund
EARAX, ECRAX, EIRAX
301 882.19M 1.53M 0.18 Long Feb 2022
VANGUARD WELLINGTON FUND VANGUARD U.S. QUALITY FACTOR ETF
VFQY
777 187.06M 330.03K 0.18 Long Feb 2022
T. ROWE PRICE QUANTITATIVE MANAGEMENT FUNDS, INC. T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
TQSMX, TQSAX, TQSIX
340 252.99M 412.08K 0.16 Long Dec 2021
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000 VALUE INDEX FUND
VTWV, VRTVX
1,485 1.19B 1.89M 0.16 Long Feb 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Targeted Value Portfolio
DFFVX
1,372 13.38B 18.77M 0.15 Long Jan 2022
AMERICAN BEACON FUNDS American Beacon Small Cap Value Fund
AVFIX, AVPAX, AASSX, ABSYX, ABSAX, ASVCX, AASRX
731 5.47B 8.24M 0.15 Long Jan 2022
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
599 187.24M 253.59K 0.15 Long Feb 2022
J.P. Morgan Exchange-Traded Fund Trust JPMorgan BetaBuilders U.S. Small Cap Equity ETF
BBSC
942 400.45M 576.25K 0.15 Long Jan 2022
Dimensional ETF Trust Dimensional U.S. Targeted Value ETF
DFAT
1,639 6.86B 9.66M 0.15 Long Jan 2022
VANGUARD WELLINGTON FUND VANGUARD U.S. MOMENTUM FACTOR ETF
VFMO
615 188.65M 273.65K 0.15 Long Feb 2022
iShares Trust iShares Russell 2000 Value ETF
IWN
1,438 16.84B 21.18M 0.14 Long Mar 2022
PACIFIC SELECT FUND PD Small-Cap Value Index Portfolio
1,450 222.73M 319.95K 0.14 Long Dec 2021
Fidelity Salem Street Trust Fidelity Small Cap Value Index Fund
FISVX
1,440 1.01B 1.31M 0.14 Long Mar 2022
FIDELITY COVINGTON TRUST Fidelity Small-Mid Multifactor ETF
FSMD
595 68.21M 96.71K 0.14 Long Jan 2022
PGIM ETF TRUST PGIM QMA Strategic Alpha Small-Cap Value ETF
PQSV
717 13.87M 18.97K 0.14 Long Aug 2021
DFA INVESTMENT DIMENSIONS GROUP INC VA U.S. TARGETED VALUE PORTFOLIO
1,259 566.72M 724.49K 0.14 Long Jan 2022
Invesco Exchange-Traded Fund Trust Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
1,446 2.16B 2.55M 0.14 Long Jan 2022
DFA INVESTMENT DIMENSIONS GROUP INC Tax-Managed U.S. Targeted Value Portfolio
DTMVX
1,362 6.13B 8.04M 0.14 Long Apr 2021
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
224 48.66M 60.4K 0.13 Long Mar 2022
First Trust Exchange-Traded Fund VI First Trust Hedged BuyWrite Income ETF
FTQI
230 15.07M 18.42K 0.13 Long Mar 2022
iShares Trust iShares Morningstar Small-Cap Value ETF
ISCV
1,233 437.72M 500.41K 0.12 Long Jan 2022
Invesco Exchange-Traded Fund Trust Invesco BuyBack AchieversTM ETF
PKW
160 2.72B 1.7M 0.11 Long Jan 2022
HC Capital Trust The Small Capitalization - Mid Capitalization Equity Portfolio
HCCEX
1,149 86.48M 96.62K 0.11 Long Mar 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Sustainability Targeted Value Portfolio
1,140 304.18M 332.47K 0.11 Long Jan 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. SMALL CAP PORTFOLIO
DFSTX
2,065 17.16B 15.97M 0.11 Long Jan 2022
First Trust Exchange-Traded AlphaDEX Fund First Trust Multi Cap Value AlphaDEX Fund
FAB
677 159.46M 166.91K 0.11 Long Jan 2022
John Hancock Variable Insurance Trust Small Cap Opportunities Trust
1,148 167.7M 175.89K 0.10 Long Dec 2021
Northern Funds Northern Small Cap Core Fund
1,560 506.27M 524.47K 0.10 Long Mar 2022
J.P. Morgan Exchange-Traded Fund Trust JPMorgan Diversified Return U.S. Small Cap Equity ETF
JPSE
612 196.95M 186.85K 0.10 Long Jan 2022
EQ Advisors Trust EQ/Small Company Index Portfolio
1,868 1.57B 1.48M 0.10 Long Dec 2021
DFA INVESTMENT DIMENSIONS GROUP INC TAX-MANAGED U.S. SMALL CAP PORTFOLIO
DFTSX
1,942 4.32B 3.82M 0.10 Long Apr 2021
Allianz Variable Insurance Products Trust AZL DFA U.S. Small Cap Fund
1,701 144M 132.39K 0.09 Long Mar 2022
ETF Series Solutions Nationwide Russell 2000 Risk-Managed Income ETF
NTKI
2,025 17.1M 13.81K 0.08 Long Feb 2022
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000 INDEX FUND
VRTIX, VTWO
2,077 7.35B 6.05M 0.08 Long Feb 2022
Nationwide Mutual Funds Nationwide Small Cap Index Fund
GMRAX, GMRCX, GMRIX, GMSRX, NWXRX
2,027 267.96M 208.26K 0.08 Long Jan 2022
SCHWAB CAPITAL TRUST Schwab Small-Cap Index Fund
SWSSX
2,039 6B 4.78M 0.08 Long Jan 2022
Fidelity Salem Street Trust Fidelity Small Cap Index Fund
FSSNX
2,040 21.27B 15.8M 0.08 Long Jan 2022
TIAA-CREF Funds TIAA-CREF Small-Cap Blend Index Fund
TISBX, TRBIX, TRHBX
2,036 4.07B 3.2M 0.08 Long Jan 2022
Dimensional ETF Trust Dimensional U.S. Small Cap ETF
DFAS
2,037 4.37B 3.38M 0.08 Long Jan 2022
VALIC Co I Small Cap Index Fund
VCSLX
2,041 1.12B 872.65K 0.08 Long Feb 2022
Allspring Master Trust Factor Enhanced U.S. Small Cap Equity Portfolio
1,491 192.07M 152.88K 0.08 Long Feb 2022
Columbia Funds Series Trust I Multi-Manager Small Cap Equity Strategies Fund
CZMSX, CSCLX
699 1.47B 1.16M 0.08 Long Feb 2022
Fidelity Salem Street Trust Fidelity Flex Small Cap Index Fund
FLXSX
2,035 244.58M 188.17K 0.08 Long Jan 2022
Lattice Strategies Trust Hartford Multifactor Small Cap ETF
ROSC
323 28.87M 22.4K 0.08 Long Mar 2022
iShares Trust iShares Russell 2000 ETF
IWM
2,024 76B 48.29M 0.08 Long Mar 2022
Legg Mason ETF Investment Trust Legg Mason Low Volatility High Dividend ETF
LVHD
91 727.89M 563.44K 0.08 Long Mar 2022
Nationwide Variable Insurance Trust NVIT Small Cap Index Fund
2,027 420.78M 298.83K 0.08 Long Mar 2022
Goldman Sachs ETF Trust Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
GSSC
1,315 463.49M 356.16K 0.08 Long Feb 2022
BNY Mellon ETF Trust BNY Mellon US Small Cap Core Equity ETF
BKSE
855 85.73M 64.84K 0.08 Long Jan 2022
BlackRock Variable Series Funds, Inc. BlackRock Small Cap Index V.I. Fund
2,017 363.36M 245.02K 0.08 Long Mar 2022
Voya VARIABLE PORTFOLIOS INC VOYA RUSSELLTM SMALL CAP INDEX PORTFOLIO
IRSIX, IIRSX, IRSSX, IRCIX, VRSPX
1,961 1.32B 816.84K 0.08 Long Mar 2022
Northern Funds Northern Small Cap Index Fund
NSIDX
2,031 1.55B 1.15M 0.07 Long Mar 2022
DEUTSCHE DWS INVESTMENTS VIT FUNDS DWS Small Cap Index VIP
2,026 444.02M 309.86K 0.07 Long Mar 2022
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP SSGA Small-Cap Index Fund
2,030 2.39B 1.75M 0.07 Long Mar 2022
PACIFIC SELECT FUND Small-Cap Equity Portfolio
1,482 477.89M 348.78K 0.07 Long Dec 2021
Penn Series Funds Inc Penn Series Small Cap Index Fund
2,006 91.18M 66.31K 0.07 Long Mar 2022
SUNAMERICA SERIES TRUST SA Small Cap Index Portfolio
2,052 301.64M 218.8K 0.07 Long Jan 2022
VANGUARD WELLINGTON FUND VANGUARD U.S. VALUE FACTOR ETF
VFVA
786 537.96M 385.75K 0.07 Long Feb 2022
EQ Advisors Trust ATM Small Cap Managed Volatility Portfolio
2,054 1.36B 945.08K 0.07 Long Dec 2021
ProShares Trust ProShares UltraPro Russell2000
URTY
2,042 485.08M 243.58K 0.07 Long Feb 2022
T. ROWE PRICE INDEX TRUST, INC. T. Rowe Price Small-Cap Index Fund
TRZIX
2,047 94.49M 65.78K 0.07 Long Dec 2021
ProShares Trust ProShares Ultra Russell2000
UWM
2,045 282.25M 154.27K 0.07 Long Feb 2022
MASSMUTUAL SELECT FUNDS MM Russell 2000 Small Cap Index Fund
MCJAX, MCJZX, MCJIX, MCJSX, MCJYX, MCJFX, MCJTX
2,048 296.61M 207.88K 0.07 Long Dec 2021
PACIFIC SELECT FUND Small-Cap Index Portfolio
2,022 856.47M 610.3K 0.07 Long Dec 2021
EQ Advisors Trust 1290 VT Small Cap Value Portfolio
1,492 441.89M 303.78K 0.07 Long Dec 2021
SCHWAB STRATEGIC TRUST Schwab Fundamental U.S. Small Company Index ETF
FNDA
910 4.89B 3.4M 0.07 Long Feb 2022
Brighthouse Funds Trust II MetLife Russell 2000 Index Portfolio
1,748 1.22B 737.69K 0.07 Long Dec 2021
Quantitative Master Series LLC Master Small Cap Index Series
2,022 4.92B 2.99M 0.07 Long Mar 2022
John Hancock Variable Insurance Trust Small Cap Index Trust
JESIX
1,821 667.72M 459.56K 0.07 Long Dec 2021
Calvert Variable Products, Inc. Calvert VP Russell 2000 Small Cap Index Portfolio
2,051 256.49M 170.26K 0.07 Long Dec 2021
SCHWAB CAPITAL TRUST Schwab Fundamental US Small Company Index Fund
SFSNX
915 1.78B 1.21M 0.07 Long Jan 2022
SA FUNDS INVESTMENT TRUST SA U.S. Small Company Fund
1,559 347.15M 228.87K 0.07 Long Mar 2022
VANGUARD INDEX FUNDS VANGUARD SMALL-CAP VALUE INDEX FUND
VISVX, VSIIX, VBR, VSIAX
1,006 51.31B 33.56M 0.07 Long Dec 2021
iShares Trust iShares Morningstar Small-Cap ETF
ISCB
2,009 260.68M 142.74K 0.07 Long Jan 2022
ProFunds UltraSmall-Cap
UAPIX, UAPSX
2,041 75.91M 49.44K 0.07 Long Jan 2022
EQ Advisors Trust EQ/2000 Managed Volatility Portfolio
2,051 4.57B 2.88M 0.07 Long Dec 2021
JNL Series Trust JNL/DFA U.S. Small Cap Fund
1,966 511.12M 326.08K 0.06 Long Mar 2022
SCHWAB STRATEGIC TRUST Schwab U.S. Small-Cap ETF
SCHA
1,799 16.38B 9.58M 0.06 Long Feb 2022
Master Investment Portfolio Diversified Equity Master Portfolio
2,909 1.05B 548.25K 0.06 Long Mar 2022
VALIC Co I Small Cap Value Fund
VVSCX
569 455.47M 255.78K 0.06 Long Feb 2022
JNL Series Trust JNL/RAFI Fundamental U.S. Small Cap Fund
867 517.19M 289.59K 0.06 Long Mar 2022
Rydex Series Funds Russell 2000 Fund
RYRRX, RYROX, RYRHX
2,033 26.29M 14.6K 0.06 Long Mar 2022
iShares U.S. ETF Trust iShares Evolved U.S. Financials ETF
IEFN
294 10.04M 5.5K 0.05 Long Jan 2022
JPMorgan Trust II JPMorgan Small Cap Value Fund
PSOPX, PSOAX, OSVCX, JSVUX, JSVRX, JSVZX, JSVQX, JSVPX
430 1.63B 846.76K 0.05 Long Dec 2021
Brighthouse Funds Trust I JPMorgan Small Cap Value Portfolio
447 552.22M 283.42K 0.05 Long Dec 2021
Rydex Series Funds Russell 2000 1.5x Strategy Fund
RYMKX, RYAKX, RYCMX
2,029 10.16M 5.19K 0.05 Long Mar 2022
First Trust Exchange-Traded Fund First Trust Morningstar Dividend Leaders Index Fund
FDL
100 2.08B 1.06M 0.05 Long Mar 2022
Invesco Exchange-Traded Fund Trust II Invesco PureBetaSM MSCI USA Small Cap ETF
PBSM
1,949 41.15M 17.76K 0.05 Long Feb 2022
Forethought Variable Insurance Trust Global Atlantic BlackRock Disciplined Small Cap Portfolio
730 20.47M 10.15K 0.05 Long Jun 2021
WisdomTree Trust WisdomTree U.S. High Dividend Fund
DHS
316 1.03B 503.99K 0.05 Long Mar 2022
ProFunds ProFund VP UltraSmall-Cap
2,031 21.66M 10.45K 0.05 Long Mar 2022
EQ Advisors Trust EQ/AB Small Cap Growth Portfolio
1,556 2.43B 1.12M 0.05 Long Dec 2021
ProFunds Small-Cap
SLPIX, SLPSX
2,040 6.65M 3.16K 0.05 Long Jan 2022
FIDELITY COVINGTON TRUST Fidelity MSCI Financials Index ETF
FNCL
393 1.94B 908.86K 0.05 Long Jan 2022
ProFunds ProFund VP Small-Cap
2,029 14.15M 6.56K 0.05 Long Mar 2022
GPS Funds I GuideMark Small/Mid Cap Core Fund
GMSMX, GISMX
1,633 143.2M 49.48K 0.05 Long Mar 2022
VANGUARD WORLD FUND VANGUARD FINANCIALS INDEX FUND
VFAIX, VFH
397 13.06B 6M 0.05 Long Feb 2022
Rydex Dynamic Funds Russell 2000 2x Strategy Fund
RYRUX, RYRLX, RYRSX
2,032 26.42M 11.06K 0.05 Long Mar 2022
First Trust Exchange-Traded Fund First Trust Total US Market AlphaDEX ETF
FTDS
1,201 21.71M 9.79K 0.05 Long Mar 2022
T. ROWE PRICE INDEX TRUST, INC. T. Rowe Price Extended Equity Market Index Fund
PEXMX
1,730 1.32B 547.31K 0.04 Long Dec 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. VECTOR EQUITY PORTFOLIO
DFVEX
2,393 5.14B 2.01M 0.04 Long Jan 2022
Delaware Group Foundation Funds Delaware Strategic Allocation Fund
DFBCX, DFFIX, DFBAX, DFBRX
963 230.84M 89.65K 0.04 Long Mar 2022
BlackRock Funds iShares Russell Small/Mid-Cap Index Fund
2,523 526.39M 178.44K 0.04 Long Jan 2022
VANGUARD INDEX FUNDS VANGUARD SMALL-CAP INDEX FUND
NAESX, VSMAX, VSCIX, VB, VSCPX
1,574 142.04B 52.78M 0.04 Long Dec 2021
Fidelity Concord Street Trust Fidelity ZERO Extended Market Index Fund
FZIPX
2,166 1.43B 492.14K 0.04 Long Jan 2022
Rydex Variable Trust Russell 2000 2x Strategy Fund
2,019 1.7M 549.76 0.04 Long Mar 2022
JNL Series Trust JNL/Mellon Financial Sector Fund
226 1.69B 593.6K 0.04 Long Mar 2022
Variable Insurance Products Fund II VIP Extended Market Index Portfolio
2,149 194.25M 63.29K 0.03 Long Mar 2022
Fidelity Commonwealth Trust II Fidelity Small Cap Enhanced Index Fund
FCPEX
590 768.9M 211.79K 0.03 Long Feb 2022
Rydex Variable Trust Russell 2000 1.5x Strategy Fund
2,031 4.67M 1.44K 0.03 Long Mar 2022
Fidelity Concord Street Trust Fidelity Extended Market Index Fund
FSMAX
3,642 41.94B 12.29M 0.03 Long Feb 2022
USAA Mutual Funds Trust Extended Market Index Fund
USMIX
3,202 918.31M 276.67K 0.03 Long Mar 2022
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT EXTENDED MARKET INDEX FUND
SMXAX
2,553 1.69B 511.89K 0.03 Long Feb 2022
EQ Advisors Trust EQ/Franklin Small Cap Value Managed Volatility Portfolio
2,073 367.1M 103.54K 0.03 Long Dec 2021
FlexShares Trust FlexShares Morningstar US Market Factor Tilt Index Fund
TILT
2,459 1.77B 457.93K 0.03 Long Jan 2022
VANGUARD INDEX FUNDS VANGUARD EXTENDED MARKET INDEX FUND
VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX
3,741 111.55B 29.94M 0.03 Long Dec 2021
STATE STREET INSTITUTIONAL INVESTMENT TRUST STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
SSMHX
2,572 1.66B 430.45K 0.03 Long Dec 2021
AQR Funds AQR Small Cap Multi-Style Fund
QSMLX, QSMNX, QSERX
572 122.38M 32.95K 0.03 Long Mar 2022
American Century ETF Trust Avantis U.S. Equity ETF
AVUS
1,950 1.94B 478.6K 0.02 Long Feb 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Social Core Equity 2 Portfolio
2,300 1.71B 361.64K 0.02 Long Jan 2022
WisdomTree Trust WisdomTree Global High Dividend Fund
DEW
691 70.66M 14.5K 0.02 Long Mar 2022
DFA INVESTMENT DIMENSIONS GROUP INC T.A. U.S. Core Equity 2 Portfolio
2,466 13.23B 2.72M 0.02 Long Apr 2021
Advanced Series Trust AST T. Rowe Price Growth Opportunities Portfolio
2,014 3.58B 691.77K 0.02 Long Mar 2022
Advanced Series Trust AST T. Rowe Price Diversified Real Growth Portfolio
1,670 156.68M 31.82K 0.02 Long Mar 2022
ProShares Trust ProShares Hedge Replication ETF
HDG
2,040 49.96M 9.9K 0.02 Long Feb 2022
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 2 Fund
2,190 900M 174.27K 0.02 Long Mar 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 2 PORTFOLIO
DFQTX
2,540 34.49B 5.82M 0.02 Long Jan 2022
Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF
DFAC
2,575 14.95B 2.42M 0.02 Long Jan 2022
MORGAN STANLEY PATHWAY FUNDS Small-Mid Cap Equity Fund
TSGUX
2,598 635.74M 99.24K 0.02 Long Feb 2022
Advanced Series Trust AST Small-Cap Value Portfolio
826 1.04B 146.55K 0.02 Long Mar 2022
Fidelity Commonwealth Trust Fidelity Nasdaq Composite Index ETF
ONEQ
1,126 4.64B 666.27K 0.02 Long Feb 2022
VANGUARD WHITEHALL FUNDS VANGUARD HIGH DIVIDEND YIELD INDEX FUND
VYM, VHYAX
415 55.06B 8.47M 0.02 Long Jan 2022
DIMENSIONAL INVESTMENT GROUP INC TAX-MANAGED U.S. MARKETWIDE VALUE PORTFOLIO II
DFMVX
1,042 8.39B 1.23M 0.01 Long Jan 2022
Invesco Exchange-Traded Fund Trust Invesco Dividend AchieversTM ETF
PFM
349 723.75M 100.54K 0.01 Long Jan 2022
DFA INVESTMENT TRUST COMPANY THE TAX-MANAGED U.S. MARKETWIDE VALUE SERIES
1,069 8.26B 1.12M 0.01 Long Jul 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 1 PORTFOLIO
DFEOX
2,490 33.33B 4.47M 0.01 Long Jan 2022
Principal Funds, Inc SmallCap Value Fund II
PJARX, PLARX, PSTWX, PCPTX, PPVIX, PSMJX, PSMVX
1,574 1.4B 188.81K 0.01 Long Jan 2022
JNL Series Trust JNL/DFA U.S. Core Equity Fund
2,134 1.49B 196.58K 0.01 Long Mar 2022
Allianz Variable Insurance Products Trust AZL DFA U.S. Core Equity Fund
2,098 471.6M 56.52K 0.01 Long Mar 2022
American Century ETF Trust Avantis U.S. Equity Fund
AVUSX, AVUNX
2,239 367.16M 40.34K 0.01 Long Feb 2022
Bridge Builder Trust Bridge Builder Small/Mid Cap Value Fund
BBVSX
2,283 7.46B 806.73K 0.01 Long Dec 2021
T. ROWE PRICE INDEX TRUST, INC. T. Rowe Price Total Equity Market Index Fund
POMIX
1,233 2.67B 286.92K 0.01 Long Dec 2021
TIAA-CREF Funds TIAA-CREF Social Choice Low Carbon Equity Fund
TPWCX, TLWCX, TEWCX, TNWCX, TCCHX
481 1.08B 115.56K 0.01 Long Jan 2022
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 1 Fund
1,986 1.64B 175.06K 0.01 Long Mar 2022
Fidelity Concord Street Trust Fidelity Nasdaq Composite Index Fund
FNCMX
3,458 12.96B 1.3M 0.01 Long Feb 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Sustainability Core 1 Portfolio
2,126 5.65B 562.55K 0.01 Long Jan 2022
SEASONS SERIES TRUST SA Putnam Asset Allocation Diversified Growth Portfolio
1,713 247.17M 20.5K 0.01 Long Dec 2021
Putnam Asset Allocation Funds Putnam Dynamic Asset Allocation Growth Fund
PAEAX, PAEBX, PAECX, PASRX, PAGYX
2,479 3.36B 254.23K 0.01 Long Mar 2022
Advanced Series Trust AST Prudential Growth Allocation Portfolio
3,665 17.08B 1.24M 0.01 Long Mar 2022
Putnam Asset Allocation Funds Putnam Dynamic Asset Allocation Balanced Fund
PABAX, PABBX, AABCX, PAARX, PABYX
2,458 3.31B 186.88K 0.01 Long Mar 2022
JNL Series Trust JNL/Mellon U.S. Stock Market Index Fund
1,606 6.06B 375.62K 0.01 Long Mar 2022
VANGUARD WORLD FUND VANGUARD ESG U.S. STOCK ETF
ESGV
1,478 6.1B 369.78K 0.01 Long Feb 2022
BlackRock Funds iShares Total U.S. Stock Market Index Fund
2,928 2.59B 152.32K 0.01 Long Jan 2022
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC State Street Total Return V.I.S. Fund
SSTIX, SSTTX
6,826 1.84B 102.98K 0.01 Long Dec 2021
TIAA-CREF Funds TIAA-CREF Equity Index Fund
TIEIX, TIQRX, TINRX, TCEPX, TEIHX, TEQWX
2,954 33.96B 1.89M 0.01 Long Jan 2022
ADVISORS' INNER CIRCLE III Knights of Columbus U.S. ALL CAP INDEX FUND
KCXIX
2,563 60.37M 3.27K 0.01 Long Jan 2022
SCHWAB STRATEGIC TRUST Schwab Fundamental U.S. Broad Market Index ETF
FNDB
1,627 425.68M 23.35K 0.01 Long Feb 2022
Fidelity Concord Street Trust Fidelity Total Market Index Fund
FSKAX
3,956 72.18B 3.79M 0.01 Long Feb 2022
SCHWAB STRATEGIC TRUST Schwab U.S. Broad Market ETF
SCHB
2,553 22.29B 1.17M 0.01 Long Feb 2022
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 3000 INDEX FUND
VRTTX, VTHR
3,049 2.1B 110.68K 0.01 Long Feb 2022
Fidelity Concord Street Trust Fidelity Series Total Market Index Fund
FCFMX
4,116 48.58B 2.47M 0.01 Long Feb 2022
SCHWAB CAPITAL TRUST Schwab Total Stock Market Index Fund
SWTSX
3,472 18.12B 890.59K 0.00 Long Jan 2022
Fidelity Concord Street Trust Fidelity ZERO Total Market Index Fund
FZILX
2,677 12.97B 631.05K 0.00 Long Jan 2022
John Hancock Variable Insurance Trust Total Stock Market Index Trust
JETSX
3,255 859.83M 41.92K 0.00 Long Mar 2022
iShares Trust iShares Russell 3000 ETF
IWV
2,767 12.47B 585.94K 0.00 Long Mar 2022
Variable Insurance Products Fund II VIP Total Market Index Portfolio
2,662 589.02M 27.97K 0.00 Long Mar 2022
iShares Trust iShares Core S&P Total U.S. Stock Market ETF
ITOT
3,663 46.41B 2.14M 0.00 Long Mar 2022
TIAA Separate Account VA-1 TIAA Separate Account VA-1 - Stock Index Account
2,868 1.31B 60.03K 0.00 Long Mar 2022
Wilshire Mutual Funds Inc Wilshire 5000 Index Fund
WFIVX, WINDX
1,865 273.19M 12.03K 0.00 Long Mar 2022
VANGUARD INDEX FUNDS VANGUARD TOTAL STOCK MARKET INDEX FUND
VTSMX, VTSAX, VITSX, VTI, VSMPX, VSTSX
4,154 1.38T 59.83M 0.00 Long Dec 2021
Guggenheim Active Allocation Fund Guggenheim Active Allocation Fund
2,837 895.2M 25.65K 0.00 Long Feb 2022
John Hancock Variable Insurance Trust Strategic Equity Allocation Trust
3,409 8.41B 341.88K 0.00 Long Mar 2022
Putnam Asset Allocation Funds Putnam Dynamic Asset Allocation Conservative Fund
PACAX, PACBX, PACCX, PACRX, PACYX
2,392 1.45B 37.07K 0.00 Long Mar 2022
VANGUARD INSTITUTIONAL INDEX FUNDS VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
VITNX, VITPX
3,697 35.84B 1.33M 0.00 Long Dec 2021
TIAA-CREF Life Funds TIAA-CREF Life Stock Index Fund
TLSTX
2,983 836.1M 30.62K 0.00 Long Dec 2021
DFA INVESTMENT DIMENSIONS GROUP INC TAX-MANAGED U.S. EQUITY PORTFOLIO
DTMEX
1,937 5.45B 187.55K 0.00 Long Apr 2021
Dimensional ETF Trust Dimensional U.S. Equity ETF
DFUS
2,201 6.02B 197.36K 0.00 Long Jan 2022
EQ Advisors Trust EQ/Common Stock Index Portfolio
1,700 7.78B 244.93K 0.00 Long Dec 2021
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VANGUARD TOTAL WORLD STOCK INDEX FUND
VT, VTWIX, VTWAX
9,387 34.18B 1.05M 0.00 Long Jan 2022
College Retirement Equities Fund College Retirement Equities Fund - Equity Index Account
QCEQRX, QCEQPX, QCEQIX
2,799 23.97B 724.89K 0.00 Long Mar 2022
VANGUARD VALLEY FORGE FUNDS VANGUARD BALANCED INDEX FUND
VBINX, VBIAX, VBAIX
15,568 61.47B 1.74M 0.00 Long Dec 2021
Nationwide Mutual Funds Nationwide Multi-Cap Portfolio
4,222 5.69B 156.97K 0.00 Long Jan 2022
Dimensional ETF Trust Dimensional US Core Equity Market ETF
DFAU
2,459 1.74B 33.29K 0.00 Long Jan 2022
College Retirement Equities Fund College Retirement Equities Fund - Stock Account
QCSTRX, QCSTPX, QCSTIX
10,149 140.76B 1.91M 0.00 Long Dec 2021
VANGUARD QUANTITATIVE FUNDS VANGUARD GROWTH AND INCOME FUND
VQNPX, VGIAX
1,575 14.23B 1.99K 0.00 Long Dec 2021