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Simpson Manufacturing (SSD)

Fund Manager Fund Series #Holdings $Fund Size $Holding % of Fund Position As Of
Virtus Equity Trust Virtus KAR Small-Cap Core Fund
PKSAX, PKSCX, PKSFX, VSCRX
31 1.76B 80.6M 4.59 Long Mar 2022
Absolute Shares Trust WBI BullBear Quality 3000 ETF
WBIL
31 44.07M 1.88M 4.40 Long Dec 2021
John Hancock Funds II Small Cap Growth Fund
JSJIX, JSJFX, JSJAX, JSJCX
50 539.03M 18.02M 3.35 Long Feb 2022
Conestoga Funds CONESTOGA SMALL CAP FUND
CCASX, CCALX
49 4.54B 120.49M 2.66 Long Dec 2021
Federated Hermes Adviser Series Federated Hermes SDG Engagement Equity Fund
FHESX, FHEQX, FHERX
54 66.18M 1.62M 2.46 Long Jan 2022
Professionally Managed Portfolios Congress Small Cap Growth Fund
CSMVX, CSMCX
41 272.24M 6.2M 2.29 Long Jan 2022
Voya Variable Products Trust VOYA SMALLCAP OPPORTUNITIES PORTFOLIO
IVSOX, IVPOX, ISOPX, ISCTX, VRSCX
123 284M 6.03M 2.14 Long Dec 2021
Manager Directed Portfolios Argent Small Cap Fund
ACMSX
45 20.15M 415.55K 2.07 Long Mar 2022
Virtus Asset Trust Virtus Silvant Small-Cap Growth Stock Fund
SCGIX, SSCTX
81 28.84M 592.99K 2.06 Long Dec 2021
Brown Advisory Funds Brown Advisory Small-Cap Fundamental Value Fund
BIAUX, BAUUX, BAUAX
60 1.35B 27.06M 2.01 Long Dec 2021
FMI Funds Inc FMI Common Stock Fund
FMIMX, FMIUX
39 1.03B 17.88M 1.74 Long Mar 2022
Federated Hermes Adviser Series Federated Hermes U.S. SMID Fund
FHUMX, FHURX
54 4.03M 68.28K 1.72 Long Dec 2021
ROYCE FUND Royce Premier Fund
RYPRX, RPFIX, RPFFX, RPRCX, RPRRX
52 1.56B 26.02M 1.66 Long Mar 2022
Steward Funds Inc Steward Small Cap Growth Fund
92 33.35M 541.39K 1.65 Long Jan 2022
Federated Hermes Adviser Series Federated Hermes Global Small Cap Fund
FHSRX, FHSIX
67 3.27M 50.49K 1.56 Long Feb 2022
LORD ABBETT SECURITIES TRUST Lord Abbett Value Opportunities Fund
LVOAX, LVOCX, LVOPX, LVOYX, LVOFX, LVOQX, LVORX, LVOSX, LVOTX, LVOVX, LVOOX
69 1.67B 25.65M 1.56 Long Jan 2022
UBS FUNDS UBS U.S. SMALL CAP GROWTH FUND
BNSCX, BISCX
95 194.06M 2.89M 1.51 Long Dec 2021
AB CAP FUND, INC. AB Small Cap Growth Portfolio
QUASX, QUACX, QUAYX, QUARX, QUAKX, QUAIX, QUAZX
104 5.21B 75.97M 1.49 Long Jan 2022
Fidelity Select Portfolios Select Construction and Housing Portfolio
FSHOX
44 721.43M 10.51M 1.47 Long Feb 2022
Conestoga Funds CONESTOGA SMID CAP FUND
CCSMX, CCSGX
51 439.1M 6.39M 1.46 Long Dec 2021
FORUM FUNDS DF DENT SMALL CAP GROWTH FUND
DFDSX, DFSGX
49 99.49M 1.42M 1.43 Long Mar 2022
SCHWAB STRATEGIC TRUST Schwab Ariel ESG ETF
SAEF
62 8.72M 114.32K 1.40 Long Dec 2021
AB VARIABLE PRODUCTS SERIES FUND, INC. AB Small Cap Growth Portfolio
101 65.99M 882.13K 1.36 Long Mar 2022
Victory Portfolios Victory RS Small Cap Growth Fund
RSEGX, REGWX, RSEKX, RSYEX, RSEJX
100 2.42B 30.49M 1.35 Long Dec 2021
Victory Variable Insurance Funds Victory VIF RS Small Cap Growth Equity
100 125.23M 1.5M 1.33 Long Dec 2021
JPMorgan Trust II JPMorgan Small Cap Growth Fund
OGGFX, JISGX, PGSGX, OSGCX, JSGZX, JGSMX, JGSVX, JGRQX, JGLYX
132 6.29B 78.19M 1.31 Long Dec 2021
VALIC Co I Small Cap Aggressive Growth Fund
VSAGX
110 218.45M 2.65M 1.26 Long Feb 2021
AMERICAN BEACON FUNDS American Beacon Bahl & Gaynor Small Cap Growth Fund
GBSAX, GBSCX, GBSYX, GBSIX, GBSPX
50 46.67M 578.81K 1.24 Long Dec 2021
VALIC Co I Small Cap Growth Fund
VVSGX
170 611.42M 7.23M 1.20 Long Feb 2022
HARTFORD MUTUAL FUNDS II INC Hartford Schroders US Small Cap Opportunities Fund
SCUVX, HOOCX, SCUIX, HOORX, HOOSX, HOOTX, HOOYX, SCURX, HOOFX
106 335.58M 3.71M 1.12 Long Jan 2022
John Hancock Investment Trust Small Cap Core Fund
JCCIX, JCCAX, JORSX
86 1.59B 17.28M 1.09 Long Jan 2022
Brown Advisory Funds Brown Advisory Sustainable Small-Cap Core Fund
BAFYX, BIAYX
68 27.37M 294.27K 1.09 Long Dec 2021
RBB Fund, Inc. SGI Small Cap Core Fund
BOGIX
200 92.43M 983.63K 1.07 Long Feb 2022
First Trust Exchange-Traded Fund VI First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
100 449.95M 4.5M 1.00 Long Dec 2021
VALIC Co II Small Cap Growth Fund
VASMX
135 302.63M 2.99M 1.00 Long Feb 2021
Emles Trust Emles Made in America ETF
AMER
66 3.7M 35.74K 0.97 Long Dec 2021
Allspring Funds Trust Special Small Cap Value Fund
ESPAX, ESPCX, ESPIX, ESPNX, ESPRX, ESPHX
144 6.25B 56.28M 0.90 Long Dec 2021
Ariel Investment Trust Ariel Fund
ARGFX, ARAIX
38 3.2B 27.56M 0.87 Long Mar 2022
ADVISORS' INNER CIRCLE FUND II Hancock Horizon Quantitative Long/Short Fund
HHQTX, HHQAX, HHQCX
134 87.39M 673.68K 0.86 Long Jun 2021
VALIC Co I Small Cap Special Values Fund
VSSVX
125 256.74M 2.14M 0.84 Long Feb 2022
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
599 187.24M 1.4M 0.83 Long Feb 2022
Ohio National Fund, Inc. ON AB Small Cap Portfolio
467 169.12M 1.39M 0.82 Long Dec 2021
ETF Series Solutions Hoya Capital Housing ETF
HOMZ
101 63.44M 515.99K 0.81 Long Feb 2022
Columbia Funds Series Trust I Multi-Manager Small Cap Equity Strategies Fund
CZMSX, CSCLX
699 1.47B 11.64M 0.79 Long Feb 2022
LOOMIS SAYLES FUNDS II Loomis Sayles Small Cap Growth Fund
LSSIX, LCGRX, LSSNX
100 2.94B 23.03M 0.79 Long Dec 2021
Thrivent Series Funds, Inc. THRIVENT SMALL CAP GROWTH PORTFOLIO
102 104.45M 817.04K 0.78 Long Dec 2021
iShares Trust iShares U.S. Home Construction ETF
ITB
49 3.3B 24.93M 0.78 Long Dec 2021
Brighthouse Funds Trust II Loomis Sayles Small Cap Growth Portfolio
117 519.02M 3.83M 0.78 Long Dec 2021
Fidelity Capital Trust Fidelity Stock Selector Small Cap Fund
FDSCX, FCDAX, FCDCX, FCDTX, FCDIX, FSSZX
222 2.17B 14.9M 0.70 Long Jan 2022
Fidelity Securities Fund Fidelity Series Small Cap Opportunities Fund
FSOPX
222 5.66B 38.33M 0.69 Long Jan 2022
Franklin Templeton ETF Trust Franklin LibertyQ U.S. Small Cap Equity ETF
FLQS
506 16.39M 107.95K 0.66 Long Mar 2022
Advanced Series Trust AST Small-Cap Growth Portfolio
198 1.08B 6.18M 0.66 Long Dec 2021
iShares Trust iShares U.S. Infrastructure ETF
IFRA
153 863.79M 5.46M 0.65 Long Dec 2021
Mutual of America Variable Insurance Portfolios Mutual of America VIP Small-Cap Growth Portfolio
142 13.21M 85.6K 0.65 Long Mar 2022
Mutual of America Investment Corp INV CORP SMALL CAP GROWTH
147 576.3M 3.65M 0.64 Long Mar 2022
Rydex Series Funds S&P MidCap 400 Pure Growth Fund
RYBHX, RYMGX, RYCKX
87 62.36M 364.78K 0.59 Long Dec 2021
Rydex Variable Trust S&P MidCap 400 Pure Growth Fund
87 18.57M 108.47K 0.59 Long Dec 2021
ROYCE FUND Royce Total Return Fund
RYTRX, RYTCX, RYTFX, RTRIX, RTRRX
85 1.21B 6.98M 0.58 Long Mar 2022
Virtus Investment Trust Virtus NFJ Small-Cap Value Fund
PCVAX, PVADX, PCVCX, PSVIX, ASVPX, ANFVX
133 537.67M 3.1M 0.58 Long Dec 2021
Principal Funds, Inc SmallCap Growth Fund I
PNASX, PPNMX, PPNPX, PPNSX, PGRTX, PSIJX, PCSMX
1,348 2.72B 14.95M 0.56 Long Jan 2022
Invesco Exchange-Traded Fund Trust Invesco S&P Midcap 400 Pure Growth ETF
RFG
88 409.48M 1.83M 0.53 Long Jan 2022
Direxion Shares ETF Trust Direxion Daily Homebuilders & Supplies Bull 3X Shares
NAIL
54 281.95M 1.49M 0.53 Long Jan 2022
JPMorgan Trust I JPMorgan Small Cap Blend Fund
JDSCX, VSCOX, VSCCX, JSCHX
251 1.35B 6.83M 0.53 Long Dec 2021
BNY Mellon Strategic Funds, Inc. BNY Mellon Select Managers Small Cap Growth Fund
DSGAX, DSGCX, DSGIX, DSGYX
444 578.76M 2.97M 0.51 Long Feb 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Small Cap Growth Portfolio
546 942.72M 4.34M 0.51 Long Jan 2022
ProFunds ProFund VP Mid-Cap Growth
238 20.68M 100.13K 0.49 Long Dec 2021
iShares Trust iShares S&P Mid-Cap 400 Growth ETF
IJK
237 9.2B 41.81M 0.48 Long Dec 2021
SPDR SERIES TRUST SPDR(R) S & P 400 Mid Cap Growth ETF
MDYG
234 1.82B 8.61M 0.48 Long Dec 2021
iShares Trust iShares MSCI USA Small-Cap Multifactor ETF
SMLF
494 1.13B 4.67M 0.48 Long Jan 2022
Brighthouse Funds Trust I Brighthouse Small Cap Value Portfolio
265 1.43B 5.85M 0.47 Long Dec 2021
ETF Managers Trust Etho Climate Leadership U.S. ETF
ETHO
266 232.94M 917.17K 0.46 Long Dec 2021
VANGUARD ADMIRAL FUNDS VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND
VMFGX, IVOG
236 932.32M 4.21M 0.45 Long Feb 2022
ProFunds Mid-Cap Growth
MGPIX, MGPSX
235 3.35M 14.55K 0.44 Long Jan 2022
Bernstein Fund Inc Small Cap Core Portfolio
255 812.88M 3.36M 0.42 Long Mar 2022
SEASONS SERIES TRUST SA Multi-Managed Small Cap Portfolio
962 252.33M 1.06M 0.42 Long Dec 2021
HARBOR FUNDS Harbor Robeco US Conservative Equities Fund
HRUNX, HRUVX, HRURX
101 3.72M 15.44K 0.42 Long Apr 2021
iShares Trust iShares Russell 2000 Growth ETF
IWO
1,247 15.28B 50.22M 0.41 Long Dec 2021
Fidelity Salem Street Trust Fidelity Small Cap Growth Index Fund
FECGX
1,244 428.12M 1.59M 0.40 Long Dec 2021
TIAA-CREF Life Funds TIAA-CREF Life Small-Cap Equity Fund
TLEQX
436 75.65M 301.78K 0.40 Long Dec 2021
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000 GROWTH INDEX FUND
VRTGX, VTWG
1,289 936.29M 3.74M 0.40 Long Feb 2022
PACIFIC SELECT FUND PD Small-Cap Growth Index Portfolio
1,250 150.49M 595.36K 0.40 Long Dec 2021
Advanced Series Trust AST Small-Cap Growth Opportunities Portfolio
230 856.18M 2.96M 0.39 Long Dec 2021
Voya VARIABLE PORTFOLIOS INC VOYA INDEX PLUS MIDCAP PORTFOLIO
IPMIX, IPMSX
337 595.47M 2.26M 0.38 Long Dec 2021
Allspring Funds Trust Disciplined Small Cap Fund
NVSOX, WSCOX, WSCJX, WDSAX
303 25.74M 97.49K 0.38 Long Dec 2021
Janus Detroit Street Trust Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
267 207.82M 737.86K 0.37 Long Oct 2021
Trust for Professional Managers Rockefeller Equity Allocation Fund
ROCKX
137 54.22M 187.36K 0.35 Long Feb 2022
Voya Equity Trust VOYA MID CAP RESEARCH ENHANCED INDEX FUND
VYMYX, VYMQX, VYMRX, VYMSX, VYMUX, VYMVX
334 137.77M 480.68K 0.35 Long Feb 2022
The Tocqueville Trust The Tocqueville Opportunity Fund
TOPPX
85 81.11M 281.98K 0.35 Long Jan 2022
OSI ETF Trust O'Shares U.S. Small-Cap Quality Dividend ETF
OUSM
114 162.14M 556.76K 0.34 Long Mar 2022
John Hancock Exchange-Traded Fund Trust John Hancock Multifactor Small Cap ETF
JHSC
466 403.66M 1.36M 0.34 Long Jan 2022
ROYCE FUND Royce Pennsylvania Mutual Fund
PENNX, RYPCX, RYPFX, RPMRX, RPMIX
301 1.92B 6.42M 0.34 Long Mar 2022
First Trust Exchange-Traded Fund VI Mid Cap US Equity Select ETF
RNMC
318 22.88M 74.68K 0.33 Long Dec 2021
J.P. Morgan Exchange-Traded Fund Trust JPMorgan BetaBuilders U.S. Small Cap Equity ETF
BBSC
942 400.45M 1.25M 0.32 Long Jan 2022
iShares Trust iShares Morningstar Small-Cap Growth ETF
ISCG
1,181 476.65M 1.11M 0.30 Long Jan 2022
AQR Funds AQR Small Cap Momentum Style Fund
ASMOX, ASMNX, QSMRX
637 269.56M 781.99K 0.30 Long Dec 2021
Wilshire Mutual Funds Inc Small Company Growth Portfolio
DTSGX, WSMGX
454 39.36M 114.04K 0.29 Long Dec 2021
American Century Quantitative Equity Funds, Inc. Small Company Fund
ASQIX, ASQAX, ASCQX, ASCRX, ASQCX, ASQGX
226 216.79M 604.12K 0.28 Long Dec 2021
Fidelity Securities Fund Fidelity Small Cap Growth Fund
FCPGX, FCAGX, FCCGX, FCTGX, FCIGX, FIDGX
285 6.29B 16.59M 0.28 Long Jan 2022
TIAA-CREF Funds TIAA-CREF Quant Small-Cap Equity Fund
TISEX, TCSEX, TRSEX, TSRPX, TSCHX, TSCWX
438 2.79B 7.62M 0.28 Long Jan 2022
Fidelity Securities Fund Fidelity Small Cap Growth K6 Fund
FOCSX
284 1.2B 3.1M 0.27 Long Jan 2022
ALPS ETF TRUST Barrons 400 ETF
BFOR
400 144.96M 397.84K 0.27 Long Feb 2022
SPDR SERIES TRUST SPDR SSGA US Small Cap Low Volatility Index ETF
SMLV
440 221.53M 600.92K 0.27 Long Dec 2021
Bridge Builder Trust Bridge Builder Small/Mid Cap Growth Fund
BBGSX
1,769 6.41B 17.27M 0.27 Long Dec 2021
iShares Trust iShares ESG Screened S&P Mid-Cap ETF
XJH
373 71.43M 178.29K 0.26 Long Dec 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. SMALL CAP PORTFOLIO
DFSTX
2,065 17.16B 39.34M 0.26 Long Jan 2022
Dimensional ETF Trust Dimensional U.S. Small Cap ETF
DFAS
2,037 4.37B 10.86M 0.26 Long Jan 2022
VANGUARD INDEX FUNDS VANGUARD SMALL-CAP GROWTH INDEX FUND
VISGX, VSGIX, VBK, VSGAX
771 37.5B 94.83M 0.26 Long Dec 2021
Goldman Sachs ETF Trust Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
GSSC
1,315 463.49M 1.13M 0.25 Long Feb 2022
Brighthouse Funds Trust II Loomis Sayles Small Cap Core Portfolio
229 477.92M 1.13M 0.25 Long Dec 2021
MASSMUTUAL SELECT FUNDS MM S&P Mid Cap Index Fund
MDKSX, MDKYX, MDKAX, MDKZX, MDKIX, MDKFX, MDKTX
404 467.82M 1.14M 0.25 Long Dec 2021
First Trust Exchange-Traded AlphaDEX Fund First Trust Mid Cap Value AlphaDEX Fund
FNK
227 219.99M 534.62K 0.25 Long Jan 2022
Allianz Variable Insurance Products Trust AZL Mid Cap Index Fund
403 1.18B 2.85M 0.24 Long Dec 2021
iShares Trust iShares Core S&P Mid-Cap ETF
IJH
405 72.47B 167.04M 0.24 Long Dec 2021
SPDR SERIES TRUST SPDR(R) Portfolio S&P 400 Mid Cap ETF
SPMD
401 5.68B 13.76M 0.24 Long Dec 2021
Thrivent Series Funds, Inc. THRIVENT MID CAP INDEX PORTFOLIO
406 654.84M 1.59M 0.24 Long Dec 2021
EQ Advisors Trust EQ/Mid Cap Index Portfolio
408 2.58B 6.19M 0.24 Long Dec 2021
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP SSGA Mid-Cap Index Fund
402 1.1B 2.68M 0.24 Long Dec 2021
Ohio National Fund, Inc. ON S&P MidCap 400 Index Portfolio
403 442.5M 1.07M 0.24 Long Dec 2021
JNL Series Trust JNL Mid Cap Index Fund
403 3.87B 9.35M 0.24 Long Dec 2021
NORTHWESTERN MUTUAL SERIES FUND INC Index 400 Stock Portfolio
404 1.34B 3.23M 0.24 Long Dec 2021
J.P. Morgan Exchange-Traded Fund Trust JPMorgan Diversified Return U.S. Small Cap Equity ETF
JPSE
612 196.95M 439.32K 0.24 Long Jan 2022
John Hancock Variable Insurance Trust Mid Cap Index Trust
JECIX
404 1.47B 3.49M 0.24 Long Dec 2021
Brighthouse Funds Trust II MetLife Mid Cap Stock Index Portfolio
439 1.37B 2.93M 0.24 Long Dec 2021
DFA INVESTMENT DIMENSIONS GROUP INC TAX-MANAGED U.S. SMALL CAP PORTFOLIO
DFTSX
1,942 4.32B 9.3M 0.24 Long Apr 2021
Calvert Variable Products, Inc. Calvert VP S&P MidCap 400 Index Portfolio
405 682.84M 1.6M 0.23 Long Dec 2021
Securian Funds Trust SFT Index 400 Mid-Cap Fund
403 233.38M 541.12K 0.23 Long Dec 2021
Invesco Exchange-Traded Fund Trust II Invesco S&P Midcap 400 QVM Multi-Factor ETF
QVMM
357 214.73M 462.07K 0.23 Long Feb 2022
iShares Trust iShares Factors US Small Blend Style ETF
STSB
838 8.1M 17.01K 0.23 Long Jun 2021
Invesco Exchange-Traded Fund Trust Invesco S&P MidCap 400 Equal Weight ETF
EWMC
402 149.67M 290.32K 0.23 Long Jan 2022
EQ Advisors Trust EQ/400 Managed Volatility Portfolio
407 931.08M 2.07M 0.22 Long Dec 2021
VANGUARD ADMIRAL FUNDS VANGUARD S&P MID-CAP 400 INDEX FUND
IVOO, VSPMX
406 2.96B 6.56M 0.22 Long Feb 2022
EQ Advisors Trust ATM Mid Cap Managed Volatility Portfolio
406 316.76M 690.07K 0.22 Long Dec 2021
Columbia Funds Series Trust Columbia Mid Cap Index Fund
NTIAX, NMPAX, CPXRX, CMDYX
402 3.01B 6.6M 0.22 Long Feb 2022
EQ Advisors Trust EQ/Small Company Index Portfolio
1,868 1.57B 3.31M 0.22 Long Dec 2021
EQ Advisors Trust EQ/Morgan Stanley Small Cap Growth Portfolio
1,295 647.23M 1.25M 0.22 Long Dec 2021
VALIC Co I Mid Cap Index Fund
VMIDX
408 3.62B 7.7M 0.21 Long Feb 2022
BNY Mellon Midcap Index Fund, Inc. BNY Mellon Midcap Index Fund, Inc.
PESPX, DMIDX
403 2.18B 4.67M 0.21 Long Jan 2022
Nationwide Mutual Funds Nationwide Mid Cap Market Index Fund
GMXAX, GMCCX, GMXIX, GMXRX, NWXQX
402 790.03M 1.66M 0.21 Long Jan 2022
ProShares Trust ProShares Ultra MidCap400
MVV
414 161.68M 303.86K 0.21 Long Feb 2022
Guggenheim Variable Funds Trust Series Z (Alpha Opportunity Series)
182 4.55M 9.46K 0.21 Long Dec 2021
SMALLCAP World Fund Inc SMALLCAP World Fund Inc
SMCWX, RSLAX, RSLBX, RSLCX, RSLEX, RSLFX, SCWCX, SCWFX, CSPAX, CSPCX, CSPEX, CSPFX, SMCFX, RLLGX, RSEBX, RSLDX, SFCWX, TWSFX, TSFFX, FSWFX, FSFWX
954 82.54B 169.71M 0.21 Long Dec 2021
SHELTON FUNDS S&P MidCap Index Fund
SPMIX, MIDKX
401 123.16M 253.02K 0.21 Long Feb 2022
Principal Funds, Inc MidCap S&P 400 Index Fund
PMSSX, MPSIX, PMFMX, PMFPX, PMFSX, PMFJX, PMAPX
404 1.34B 2.74M 0.21 Long Jan 2022
Guggenheim Funds Trust Guggenheim Alpha Opportunity Fund
SAOAX, SAOCX, SAOIX, SAOSX
182 38.22M 78.16K 0.20 Long Dec 2021
SPDR S&P MIDCAP 400 ETF TRUST SPDR S&P MidCap 400 ETF Trust
400 20.1B 40.79M 0.20 Long Mar 2022
SUNAMERICA SERIES TRUST SA Mid Cap Index Portfolio
409 442.88M 900.85K 0.20 Long Jan 2022
THE LAZARD FUNDS, INC. Lazard US Systematic Small Cap Equity Portfolio
413 4.3M 8.34K 0.20 Long Dec 2021
Nationwide Variable Insurance Trust NVIT Mid Cap Index Fund
406 1.26B 2.5M 0.20 Long Mar 2022
MASSMUTUAL SELECT FUNDS MM Russell 2000 Small Cap Index Fund
MCJAX, MCJZX, MCJIX, MCJSX, MCJYX, MCJFX, MCJTX
2,048 296.61M 592.44K 0.20 Long Dec 2021
BlackRock Variable Series Funds, Inc. BlackRock Small Cap Index V.I. Fund
2,027 374.73M 712.73K 0.20 Long Dec 2021
iShares Trust iShares Russell 2000 ETF
IWM
2,040 81.67B 139.88M 0.20 Long Dec 2021
ProShares Trust ProShares UltraPro MidCap400
UMDD
412 51.23M 86.87K 0.20 Long Feb 2022
T. ROWE PRICE INDEX TRUST, INC. T. Rowe Price Small-Cap Index Fund
TRZIX
2,047 94.49M 184.41K 0.20 Long Dec 2021
GREAT-WEST FUNDS INC Great-West S&P Mid Cap 400 Index Fund
MXMDX, MXBUX, MXNZX
410 1.16B 2.33M 0.20 Long Mar 2022
Quantitative Master Series LLC Master Small Cap Index Series
2,041 5.12B 9.28M 0.20 Long Dec 2021
PACIFIC SELECT FUND Small-Cap Index Portfolio
2,022 856.47M 1.72M 0.20 Long Dec 2021
Mutual of America Investment Corp INV CORP MID CAP EQUITY INDEX
408 2.06B 4.07M 0.20 Long Mar 2022
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP SSGA Small-Cap Index Fund
2,027 2.55B 5.12M 0.20 Long Dec 2021
Voya VARIABLE PORTFOLIOS INC VOYA RUSSELLTM SMALL CAP INDEX PORTFOLIO
IRSIX, IIRSX, IRSSX, IRCIX, VRSPX
1,964 1.25B 2.31M 0.20 Long Dec 2021
JNL Series Trust JNL/DFA U.S. Small Cap Fund
1,979 567.14M 1.13M 0.20 Long Dec 2021
Northern Funds Northern Mid Cap Index Fund
NOMIX
404 2.45B 4.88M 0.20 Long Mar 2022
Brighthouse Funds Trust II MetLife Russell 2000 Index Portfolio
1,748 1.22B 2.1M 0.20 Long Dec 2021
Allianz Variable Insurance Products Trust AZL DFA U.S. Small Cap Fund
1,715 156.13M 309.01K 0.20 Long Dec 2021
Mutual of America Variable Insurance Portfolios Mutual of America VIP Mid Cap Index Portfolio (S&P 400)
403 56.36M 110.46K 0.20 Long Mar 2022
EQ Advisors Trust ATM Small Cap Managed Volatility Portfolio
2,054 1.36B 2.55M 0.19 Long Dec 2021
John Hancock Variable Insurance Trust Small Cap Index Trust
JESIX
1,821 667.72M 1.29M 0.19 Long Dec 2021
PGIM ETF TRUST PGIM QMA Strategic Alpha Small-Cap Growth ETF
PQSG
557 15.96M 28.97K 0.19 Long Aug 2021
Goldman Sachs Trust II Multi-Manager U.S. Small Cap Equity Fund
MMSMX
373 1.02B 1.19M 0.19 Long Jan 2022
Northern Funds Northern Small Cap Core Fund
1,560 506.27M 974.27K 0.19 Long Mar 2022
Calvert Variable Products, Inc. Calvert VP Russell 2000 Small Cap Index Portfolio
2,051 256.49M 475.2K 0.19 Long Dec 2021
Rydex Variable Trust Mid-Cap 1.5x Strategy Fund
411 6.06M 11.54K 0.19 Long Dec 2021
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 2000 INDEX FUND
VRTIX, VTWO
2,077 7.35B 13.95M 0.19 Long Feb 2022
IndexIQ ETF Trust IQ Global Resources ETF
GRES
204 31.89M 59.67K 0.19 Long Jan 2022
EXCHANGE TRADED CONCEPTS TRUST ETC 6 Meridian Quality Growth ETF
SXQG
101 27.03M 50.72K 0.19 Long Feb 2022
ProFunds ProFund VP UltraMid-Cap
410 17.92M 32.96K 0.18 Long Dec 2021
EQ Advisors Trust EQ/2000 Managed Volatility Portfolio
2,051 4.57B 8.12M 0.18 Long Dec 2021
TIAA-CREF Funds TIAA-CREF Small-Cap Blend Index Fund
TISBX, TRBIX, TRHBX
2,036 4.07B 7.31M 0.18 Long Jan 2022
VALIC Co I Small Cap Index Fund
VCSLX
2,041 1.12B 2.01M 0.18 Long Feb 2022
Nationwide Mutual Funds Nationwide Small Cap Index Fund
GMRAX, GMRCX, GMRIX, GMSRX, NWXRX
2,027 267.96M 470K 0.18 Long Jan 2022
SCHWAB CAPITAL TRUST Schwab Small-Cap Index Fund
SWSSX
2,039 6B 10.8M 0.18 Long Jan 2022
Fidelity Salem Street Trust Fidelity Small Cap Index Fund
FSSNX
2,040 21.27B 35.63M 0.18 Long Jan 2022
ETF Series Solutions Nationwide Russell 2000 Risk-Managed Income ETF
NTKI
2,025 17.1M 29.86K 0.18 Long Feb 2022
SA FUNDS INVESTMENT TRUST SA U.S. Small Company Fund
1,596 379.31M 679.36K 0.18 Long Dec 2021
Northern Lights Fund Trust IV Inspire Small/Mid Cap Impact ETF
ISMD
499 110.65M 198.5K 0.18 Long Feb 2022
VANGUARD WELLINGTON FUND VANGUARD U.S. QUALITY FACTOR ETF
VFQY
777 187.06M 333.96K 0.18 Long Feb 2022
Fidelity Salem Street Trust Fidelity Flex Small Cap Index Fund
FLXSX
2,035 244.58M 425.44K 0.18 Long Jan 2022
BNY Mellon ETF Trust BNY Mellon US Small Cap Core Equity ETF
BKSE
855 85.73M 149.11K 0.18 Long Jan 2022
Penn Series Funds Inc Penn Series Small Cap Index Fund
2,006 91.18M 158.65K 0.17 Long Mar 2022
Northern Funds Northern Small Cap Index Fund
NSIDX
2,031 1.55B 2.64M 0.17 Long Mar 2022
Nationwide Variable Insurance Trust NVIT Small Cap Index Fund
2,027 420.78M 658.38K 0.17 Long Mar 2022
DEUTSCHE DWS INVESTMENTS VIT FUNDS DWS Small Cap Index VIP
2,026 444.02M 705.6K 0.17 Long Mar 2022
ProFunds UltraMid-Cap
UMPIX, UMPSX
411 50.25M 83.92K 0.17 Long Jan 2022
Federated Hermes Index Trust Federated Hermes Mid-Cap Index Fund
FMDCX, FMCRX, FMCLX
404 417.76M 691.74K 0.17 Long Jan 2022
Transamerica ETF Trust DeltaShares(R) S&P 400 Managed Risk ETF
DMRM
404 102.89M 166.74K 0.17 Long Dec 2021
ProShares Trust ProShares UltraPro Russell2000
URTY
2,042 485.08M 560.79K 0.17 Long Feb 2022
BNY Mellon Strategic Funds, Inc. BNY Mellon Select Managers Small Cap Value Fund
DMVAX, DMECX, DMVIX, DMVYX
440 576.7M 954.6K 0.17 Long Feb 2022
ProShares Trust ProShares Ultra Russell2000
UWM
2,045 282.25M 354.94K 0.17 Long Feb 2022
JNL Series Trust JNL Multi-Manager Small Cap Growth Fund
388 3.35B 5.47M 0.17 Long Dec 2021
SUNAMERICA SERIES TRUST SA Small Cap Index Portfolio
2,052 301.64M 493.79K 0.16 Long Jan 2022
VANGUARD WELLINGTON FUND VANGUARD U.S. MULTIFACTOR ETF
VFMF
606 150.23M 245.32K 0.16 Long Feb 2022
Invesco Exchange-Traded Fund Trust Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
1,446 2.16B 2.99M 0.16 Long Jan 2022
FIDELITY COVINGTON TRUST Fidelity Small-Mid Multifactor ETF
FSMD
595 68.21M 108.73K 0.16 Long Jan 2022
Wilshire Mutual Funds Inc Large Company Value Portfolio
DTLVX, WLCVX
569 229.68M 359.5K 0.16 Long Dec 2021
Rydex Variable Trust Long Short Equity Fund
243 27.51M 42.83K 0.16 Long Dec 2021
Rydex Series Funds Long Short Equity Fund
RYSRX, RYAMX, RYISX, RYQTX
243 18.47M 28.37K 0.15 Long Dec 2021
ProFunds Mid-Cap
MDPIX, MDPSX
409 6.94M 10.38K 0.15 Long Jan 2022
ROYCE VALUE TRUST, INC. ROYCE VALUE TRUST, INC.
489 2B 2.88M 0.15 Long Mar 2022
SCHWAB STRATEGIC TRUST Schwab Fundamental U.S. Small Company Index ETF
FNDA
910 4.89B 7.23M 0.15 Long Feb 2022
Fidelity Capital Trust Fidelity Flex Small Cap Fund
FCUTX
332 21.08M 30.9K 0.15 Long Jan 2022
ProFunds UltraSmall-Cap
UAPIX, UAPSX
2,041 75.91M 111.55K 0.15 Long Jan 2022
Rydex Series Funds Mid-Cap 1.5x Strategy Fund
RYMDX, RYAHX, RYDCX
410 18.63M 26.7K 0.15 Long Dec 2021
JNL Series Trust JNL/Mellon Industrials Sector Fund
239 247.31M 355.05K 0.14 Long Dec 2021
ProFunds ProFund VP Small-Cap
2,048 14.77M 21K 0.14 Long Dec 2021
SCHWAB CAPITAL TRUST Schwab Fundamental US Small Company Index Fund
SFSNX
915 1.78B 2.53M 0.14 Long Jan 2022
Steward Funds Inc Steward Values-Focused Small-Mid Cap Enhanced Index Fund
TRDFX, SCECX, SSMEX, SSMOX
972 201.03M 285.36K 0.14 Long Jan 2022
Allspring Master Trust Factor Enhanced U.S. Small Cap Equity Portfolio
1,491 192.07M 262.62K 0.14 Long Feb 2022
iShares Trust iShares Morningstar Small-Cap ETF
ISCB
2,009 260.68M 292.58K 0.13 Long Jan 2022
SCHWAB STRATEGIC TRUST Schwab U.S. Small-Cap ETF
SCHA
1,799 16.38B 21.18M 0.13 Long Feb 2022
VANGUARD WORLD FUND VANGUARD INDUSTRIALS INDEX FUND
VINAX, VIS
356 4.99B 6.4M 0.13 Long Feb 2022
VANGUARD WELLINGTON FUND VANGUARD U.S. LIQUIDITY FACTOR ETF
VFLQ
800 48.48M 61.74K 0.13 Long Feb 2022
First Trust Exchange-Traded AlphaDEX Fund First Trust Mid Cap Core AlphaDEX Fund
FNX
453 1.01B 1.28M 0.13 Long Jan 2022
Invesco Exchange-Traded Self-Indexed Fund Trust Invesco RAFI Strategic US Small Company ETF
IUSS
1,221 58.12M 66.13K 0.13 Long Feb 2022
FIDELITY COVINGTON TRUST Fidelity MSCI Industrials Index ETF
FIDU
365 844.99M 1.04M 0.12 Long Jan 2022
WisdomTree Trust WisdomTree U.S. MidCap Dividend Fund
DON
344 3.25B 3.93M 0.12 Long Mar 2022
Guggenheim Funds Trust Guggenheim StylePlus-Mid Growth Fund
SECUX, SUFCX, GIUIX, SEUPX
143 113.34M 137.4K 0.12 Long Dec 2021
Guggenheim Variable Funds Trust Series J (StylePlus-Mid Growth Series)
145 203.97M 241.84K 0.12 Long Dec 2021
VANGUARD WELLINGTON FUND VANGUARD U.S. MULTIFACTOR FUND
VFMFX
581 50.99M 60.2K 0.12 Long Feb 2022
BNY Mellon Advantage Funds, Inc. BNY Mellon Structured Midcap Fund
DPSAX, DPSCX, DPSRX, DPSYX
296 112.73M 130.12K 0.12 Long Aug 2021
JNL Series Trust JNL/RAFI Fundamental U.S. Small Cap Fund
809 549.71M 625.4K 0.12 Long Dec 2021
SEI INSTITUTIONAL MANAGED TRUST SIMT Tax-Managed Small/Mid Cap Fund
STMSX, STMPX
581 1.08B 1.23M 0.12 Long Dec 2021
Invesco Exchange-Traded Fund Trust II Invesco PureBetaSM MSCI USA Small Cap ETF
PBSM
1,949 41.15M 38.63K 0.11 Long Feb 2022
ProFunds ProFund VP UltraSmall-Cap
2,050 28.62M 30.73K 0.11 Long Dec 2021
VANGUARD INDEX FUNDS VANGUARD SMALL-CAP INDEX FUND
NAESX, VSMAX, VSCIX, VB, VSCPX
1,574 142.04B 152.06M 0.11 Long Dec 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. VECTOR EQUITY PORTFOLIO
DFVEX
2,393 5.14B 5.24M 0.11 Long Jan 2022
ProFunds Small-Cap
SLPIX, SLPSX
2,040 6.65M 7.11K 0.11 Long Jan 2022
EQ Advisors Trust EQ/AB Small Cap Growth Portfolio
1,556 2.43B 2.49M 0.11 Long Dec 2021
EATON VANCE GROWTH TRUST Eaton Vance Richard Bernstein All Asset Strategy Fund
EARAX, ECRAX, EIRAX
301 882.19M 889.54K 0.11 Long Feb 2022
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT SMALL/MID CAP FUND
SSMAX
529 1.06B 1.08M 0.10 Long Feb 2022
Rydex Series Funds Russell 2000 Fund
RYRRX, RYROX, RYRHX
2,036 34.67M 34.07K 0.10 Long Dec 2021
DFA INVESTMENT DIMENSIONS GROUP INC Tax-Managed U.S. Targeted Value Portfolio
DTMVX
1,362 6.13B 5.77M 0.10 Long Apr 2021
WisdomTree Trust WisdomTree U.S. MidCap Fund
EZM
582 819.51M 792.83K 0.10 Long Mar 2022
Variable Insurance Products Fund II VIP Extended Market Index Portfolio
2,116 197.8M 173.56K 0.09 Long Dec 2021
First Trust Exchange-Traded Fund First Trust Total US Market AlphaDEX ETF
TUSA
1,202 25.36M 22.81K 0.09 Long Dec 2021
SEI INSTITUTIONAL MANAGED TRUST SIMT Small Cap Fund
SLLAX, SMYFX
679 707.18M 615.8K 0.09 Long Dec 2021
SYNTAX ETF TRUST Syntax Stratified MidCap ETF
401 10.19M 9.04K 0.09 Long Dec 2021
AQR Funds AQR Small Cap Multi-Style Fund
QSMLX, QSMNX, QSERX
561 132.96M 114.87K 0.09 Long Dec 2021
Fidelity Commonwealth Trust II Fidelity Large Cap Growth Enhanced Index Fund
FLGEX
184 1.69B 1.42M 0.09 Long Feb 2022
Dimensional ETF Trust Dimensional U.S. Targeted Value ETF
DFAT
1,639 6.86B 5.69M 0.09 Long Jan 2022
VANGUARD SCOTTSDALE FUNDS VANGUARD EXPLORER VALUE FUND
VEVFX
156 1.17B 957.68K 0.08 Long Feb 2022
Invesco Exchange-Traded Fund Trust II Invesco S&P MidCap 400 Revenue ETF
RWK
395 464.74M 320.45K 0.08 Long Feb 2022
EQ Advisors Trust EQ/Franklin Small Cap Value Managed Volatility Portfolio
2,073 367.1M 291.63K 0.08 Long Dec 2021
SCHRODER GLOBAL SERIES TRUST Schroder North American Equity Fund
SNAEX
389 16.17M 12.97K 0.08 Long Jan 2021
TIAA-CREF Funds TIAA-CREF Quant Small/Mid-Cap Equity Fund
TSMOX, TSMNX, TSMWX, TSMMX, TSMEX, TSMUX
403 1.04B 826.3K 0.08 Long Jan 2022
Fidelity Concord Street Trust Fidelity ZERO Extended Market Index Fund
FZIPX
2,166 1.43B 1.08M 0.08 Long Jan 2022
BlackRock Funds iShares Russell Small/Mid-Cap Index Fund
2,523 526.39M 368.26K 0.08 Long Jan 2022
GPS Funds I GuideMark Small/Mid Cap Core Fund
GMSMX, GISMX
1,633 143.2M 81.67K 0.08 Long Mar 2022
STATE STREET INSTITUTIONAL INVESTMENT TRUST STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO
SSMHX
2,572 1.66B 1.18M 0.07 Long Dec 2021
USAA Mutual Funds Trust Extended Market Index Fund
USMIX
3,234 1.02B 712.18K 0.07 Long Dec 2021
VANGUARD INDEX FUNDS VANGUARD EXTENDED MARKET INDEX FUND
VEXMX, VEXAX, VIEIX, VXF, VEMPX, VSEMX
3,741 111.55B 79.88M 0.07 Long Dec 2021
First Trust Exchange-Traded AlphaDEX Fund First Trust Multi Cap Value AlphaDEX Fund
FAB
677 159.46M 115.72K 0.07 Long Jan 2022
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT EXTENDED MARKET INDEX FUND
SMXAX
2,553 1.69B 1.18M 0.07 Long Feb 2022
Exchange Listed Funds Trust Qraft AI-Enhanced U.S. High Dividend ETF
HDIV
101 5.52M 3.95K 0.07 Long Jan 2022
Fidelity Concord Street Trust Fidelity Extended Market Index Fund
FSMAX
3,642 41.94B 27.11M 0.07 Long Feb 2022
T. ROWE PRICE INDEX TRUST, INC. T. Rowe Price Extended Equity Market Index Fund
PEXMX
1,730 1.32B 862.23K 0.07 Long Dec 2021
Rydex Series Funds Russell 2000 1.5x Strategy Fund
RYMKX, RYAKX, RYCMX
2,012 9.93M 6.12K 0.06 Long Dec 2021
Rydex Variable Trust Russell 2000 1.5x Strategy Fund
2,032 7.12M 4.17K 0.06 Long Dec 2021
Rydex Dynamic Funds Russell 2000 2x Strategy Fund
RYRUX, RYRLX, RYRSX
2,047 68.21M 39.22K 0.06 Long Dec 2021
First Trust Exchange-Traded Fund VIII First Trust Active Factor Mid Cap ETF
AFMC
266 2.47M 1.42K 0.06 Long Feb 2022
AQR Funds AQR Alternative Risk Premia Fund
QRPNX, QRPIX, QRPRX
3,125 246.3M 77.74K 0.06 Long Dec 2021
Cavanal Hill Funds Active Core Fund
APBAX, AIBLX, AABAX, AACBX
585 48.05M 27.22K 0.06 Long Nov 2021
Mutual of America Investment Corp INV CORP ALL AMERICA
778 348.2M 188.53K 0.05 Long Mar 2022
DFA INVESTMENT TRUST COMPANY THE TAX-MANAGED U.S. MARKETWIDE VALUE SERIES
1,069 8.26B 4.24M 0.05 Long Jul 2021
RBB Fund, Inc. Adara Smaller Companies Fund
728 472.61M 245.2K 0.05 Long Feb 2022
DIMENSIONAL INVESTMENT GROUP INC TAX-MANAGED U.S. MARKETWIDE VALUE PORTFOLIO II
DFMVX
1,042 8.39B 4.26M 0.05 Long Jan 2022
Wilshire Mutual Funds Inc Wilshire 5000 Index Fund
WFIVX, WINDX
1,689 259.58M 128.36K 0.05 Long Dec 2021
Mutual of America Variable Insurance Portfolios Mutual of America VIP All America Portfolio
773 17.2M 8.51K 0.05 Long Mar 2022
DFA INVESTMENT DIMENSIONS GROUP INC U.S. Social Core Equity 2 Portfolio
2,300 1.71B 797.88K 0.05 Long Jan 2022
FundVantage Trust Gotham Neutral Fund
GONIX
1,910 112.38M 23.77K 0.05 Long Mar 2022
AQR Funds AQR Multi-Asset Fund
AQRNX, AQRIX, AQRRX
2,065 173.27M 61.61K 0.05 Long Dec 2021
Rydex Variable Trust Russell 2000 2x Strategy Fund
2,029 4.71M 2.23K 0.05 Long Dec 2021
ProShares Trust ProShares Hedge Replication ETF
HDG
2,040 49.96M 22.64K 0.05 Long Feb 2022
RUSSELL INVESTMENT CO U.S. Small Cap Equity Fund
REBYX, RLACX, RLECX, RLESX, RSCRX, RUNTX
1,229 1.43B 596.77K 0.04 Long Jan 2022
Thrivent Series Funds, Inc. THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO
962 2.17B 920.92K 0.04 Long Dec 2021
DFA INVESTMENT DIMENSIONS GROUP INC T.A. U.S. Core Equity 2 Portfolio
2,466 13.23B 5.41M 0.04 Long Apr 2021
RUSSELL INVESTMENT FUNDS U.S. Small Cap Equity Fund
RIFBX
1,196 251.72M 96.83K 0.04 Long Mar 2022
Dimensional ETF Trust Dimensional U.S. Core Equity 2 ETF
DFAC
2,575 14.95B 5.85M 0.04 Long Jan 2022
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 2 Fund
2,193 948.59M 373.96K 0.04 Long Dec 2021
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST LVIP Dimensional U.S. Core Equity 1 Fund
1,956 1.74B 663.64K 0.04 Long Dec 2021
Growth Fund of America Growth Fund of America
AGTHX, RGAAX, RGABX, RGACX, RGAEX, RGAFX, GFACX, GFAFX, CGFAX, CGFCX, CGFEX, CGFFX, GFFFX, RGAGX, RGEBX, RGAHX, GAFFX, TAFFX, TFGAX, FAFGX, FFAFX
412 255.25B 89.67M 0.04 Long Feb 2022
MORGAN STANLEY PATHWAY FUNDS Small-Mid Cap Equity Fund
TSGUX
2,598 635.74M 208.22K 0.03 Long Feb 2022
American Century ETF Trust Avantis U.S. Equity ETF
AVUS
1,950 1.94B 654.65K 0.03 Long Feb 2022
Thrivent Series Funds, Inc. THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO
2,003 8.21B 2.6M 0.03 Long Dec 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 2 PORTFOLIO
DFQTX
2,540 34.49B 10.52M 0.03 Long Jan 2022
Allianz Variable Insurance Products Trust AZL DFA U.S. Core Equity Fund
2,110 506.3M 155.62K 0.03 Long Dec 2021
Thrivent Series Funds, Inc. THRIVENT GLOBAL STOCK PORTFOLIO
1,151 1.61B 478.96K 0.03 Long Dec 2021
ETF Series Solutions US Vegan Climate ETF
VEGN
270 75.97M 22.45K 0.03 Long Jan 2022
Fidelity Rutland Square Trust II Strategic Advisers Small-Mid Cap Fund
FSCFX
1,018 10.54B 2.92M 0.03 Long Feb 2022
John Hancock Variable Insurance Trust Strategic Equity Allocation Trust
3,421 9.3B 2.58M 0.03 Long Dec 2021
DFA INVESTMENT DIMENSIONS GROUP INC U.S. CORE EQUITY 1 PORTFOLIO
DFEOX
2,490 33.33B 8.79M 0.03 Long Jan 2022
iShares Trust iShares Core S&P U.S. Growth ETF
IUSG
476 14.26B 3.85M 0.03 Long Dec 2021
JNL Series Trust JNL/DFA U.S. Core Equity Fund
2,141 1.57B 425.69K 0.03 Long Dec 2021
American Century ETF Trust Avantis U.S. Equity Fund
AVUSX, AVUNX
2,239 367.16M 91.73K 0.03 Long Feb 2022
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND
VEXPX, VEXRX
747 22.07B 5.56M 0.03 Long Jan 2022
Advanced Series Trust AST T. Rowe Price Growth Opportunities Portfolio
2,063 3.94B 890.05K 0.02 Long Dec 2021
Nuveen S&P 500 Dynamic Overwrite Fund Nuveen S&P 500 Dynamic Overwrite Fund
532 328.2M 76.21K 0.02 Long Dec 2021
Thrivent Series Funds, Inc. THRIVENT MODERATE ALLOCATION PORTFOLIO
2,015 12.34B 2.44M 0.02 Long Dec 2021
SA FUNDS INVESTMENT TRUST SA U.S. Core Market Fund
949 761M 150.2K 0.02 Long Dec 2021
WisdomTree Trust WisdomTree U.S. Quality Dividend Growth Fund
DGRW
300 7.06B 1.22M 0.02 Long Mar 2022
Fidelity Commonwealth Trust II Fidelity Large Cap Value Enhanced Index Fund
FLVEX
351 6.58B 1.08M 0.02 Long Feb 2022
Voya BALANCED PORTFOLIO INC VOYA BALANCED PORTFOLIO
IBPIX, IBPSX
1,670 410.96M 60.36K 0.02 Long Dec 2021
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC State Street Total Return V.I.S. Fund
SSTIX, SSTTX
6,826 1.84B 276.89K 0.02 Long Dec 2021
FundVantage Trust Gotham Short Strategies Fund
GSSFX
597 4.9M 654.24 0.02 Long Mar 2022
SEI INSTITUTIONAL INVESTMENTS TRUST SIIT U.S. Equity Factor Allocation Fund
SEHAX
575 968.86M 139.13K 0.01 Long Feb 2022
VANGUARD WORLD FUND VANGUARD ESG U.S. STOCK ETF
ESGV
1,478 6.1B 891.2K 0.01 Long Feb 2022
NEW COVENANT FUNDS New Covenant Growth Fund
NCGFX
1,592 615.13M 89.42K 0.01 Long Dec 2021
TIFF INVESTMENT PROGRAM TIFF Multi-Asset Fund
1,205 1.69B 226.96K 0.01 Long Dec 2021
TIAA-CREF Life Funds TIAA-CREF Life Stock Index Fund
TLSTX
2,983 836.1M 117.1K 0.01 Long Dec 2021
SPDR SERIES TRUST SPDR(R) Portfolio S&P 1500 Composite Stock Market ETF
SPTM
1,532 6.12B 802.71K 0.01 Long Dec 2021
iShares Trust iShares Core S&P Total U.S. Stock Market ETF
ITOT
3,682 48.6B 6.06M 0.01 Long Dec 2021
College Retirement Equities Fund College Retirement Equities Fund - Equity Index Account
QCEQRX, QCEQPX, QCEQIX
2,815 25.77B 3.31M 0.01 Long Dec 2021
iShares Trust iShares Russell 3000 ETF
IWV
2,752 13.47B 1.67M 0.01 Long Dec 2021
DFA INVESTMENT DIMENSIONS GROUP INC TAX-MANAGED U.S. EQUITY PORTFOLIO
DTMEX
1,937 5.45B 690.63K 0.01 Long Apr 2021
JNL Series Trust JNL/Mellon U.S. Stock Market Index Fund
1,616 6.7B 850.41K 0.01 Long Dec 2021
John Hancock Variable Insurance Trust Total Stock Market Index Trust
JETSX
3,262 948.16M 119.32K 0.01 Long Dec 2021
VANGUARD INDEX FUNDS VANGUARD TOTAL STOCK MARKET INDEX FUND
VTSMX, VTSAX, VITSX, VTI, VSMPX, VSTSX
4,154 1.38T 171.76M 0.01 Long Dec 2021
Variable Insurance Products Fund II VIP Total Market Index Portfolio
2,630 586.92M 72.18K 0.01 Long Dec 2021
iShares Trust iShares Core Dividend Growth ETF
DGRO
420 22.86B 2.81M 0.01 Long Jan 2022
VANGUARD INSTITUTIONAL INDEX FUNDS VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND
VITNX, VITPX
3,697 35.84B 4.4M 0.01 Long Dec 2021
SCHWAB STRATEGIC TRUST Schwab U.S. Broad Market ETF
SCHB
2,553 22.29B 2.63M 0.01 Long Feb 2022
TIAA Separate Account VA-1 TIAA Separate Account VA-1 - Stock Index Account
2,898 1.42B 167.44K 0.01 Long Dec 2021
Fidelity Concord Street Trust Fidelity Series Total Market Index Fund
FCFMX
4,116 48.58B 5.63M 0.01 Long Feb 2022
FlexShares Trust FlexShares Morningstar US Market Factor Tilt Index Fund
TILT
2,459 1.77B 189.83K 0.01 Long Jan 2022
VANGUARD SCOTTSDALE FUNDS VANGUARD RUSSELL 3000 INDEX FUND
VRTTX, VTHR
3,049 2.1B 244.72K 0.01 Long Feb 2022
Fidelity Concord Street Trust Fidelity Total Market Index Fund
FSKAX
3,956 72.18B 8.3M 0.01 Long Feb 2022
Dimensional ETF Trust Dimensional U.S. Equity ETF
DFUS
2,201 6.02B 691.18K 0.01 Long Jan 2022
TIAA-CREF Funds TIAA-CREF Equity Index Fund
TIEIX, TIQRX, TINRX, TCEPX, TEIHX, TEQWX
2,954 33.96B 3.8M 0.01 Long Jan 2022
EQ Advisors Trust EQ/Common Stock Index Portfolio
1,700 7.78B 848.33K 0.01 Long Dec 2021
SCHWAB STRATEGIC TRUST Schwab Fundamental U.S. Broad Market Index ETF
FNDB
1,627 425.68M 46.57K 0.01 Long Feb 2022
ADVISORS' INNER CIRCLE III Knights of Columbus U.S. ALL CAP INDEX FUND
KCXIX
2,563 60.37M 6.43K 0.01 Long Jan 2022
Prudential Investment Portfolios 2 PGIM Quant Solutions US Broad Market Index Fund
PQBMX
1,512 58.93M 6.43K 0.01 Long Jan 2022
BlackRock Funds iShares Total U.S. Stock Market Index Fund
2,928 2.59B 278.25K 0.01 Long Jan 2022
SCHWAB CAPITAL TRUST Schwab Total Stock Market Index Fund
SWTSX
3,472 18.12B 1.95M 0.01 Long Jan 2022
Fidelity Concord Street Trust Fidelity ZERO Total Market Index Fund
FZILX
2,677 12.97B 1.37M 0.01 Long Jan 2022
Thrivent Series Funds, Inc. THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO
2,021 6.24B 577.97K 0.01 Long Dec 2021
SPDR SERIES TRUST SPDR S&P 1500 Value Tilt ETF
VLU
1,419 236.67M 23.64K 0.01 Long Dec 2021
Dimensional ETF Trust Dimensional US Core Equity Market ETF
DFAU
2,459 1.74B 168.73K 0.01 Long Jan 2022
PACE SELECT ADVISORS TRUST PACE Alternative Strategies Investments
PASIX, PASYX, PASPX
1,436 718.99M 42.63K 0.01 Long Jan 2022
Guggenheim Active Allocation Fund Guggenheim Active Allocation Fund
2,837 895.2M 58.9K 0.01 Long Feb 2022
VANGUARD VALLEY FORGE FUNDS VANGUARD BALANCED INDEX FUND
VBINX, VBIAX, VBAIX
15,568 61.47B 4.84M 0.01 Long Dec 2021
College Retirement Equities Fund College Retirement Equities Fund - Stock Account
QCSTRX, QCSTPX, QCSTIX
10,149 140.76B 9.82M 0.01 Long Dec 2021
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VANGUARD TOTAL WORLD STOCK INDEX FUND
VT, VTWIX, VTWAX
9,387 34.18B 2.29M 0.01 Long Jan 2022
SPDR SERIES TRUST SPDR S&P 1500 Momentum Tilt ETF
MMTM
1,443 96.15M 5.15K 0.01 Long Dec 2021
SEASONS SERIES TRUST SA Putnam Asset Allocation Diversified Growth Portfolio
1,713 247.17M 11.54K 0.01 Long Dec 2021
Nationwide Mutual Funds Nationwide Multi-Cap Portfolio
4,222 5.69B 270.92K 0.00 Long Jan 2022
Putnam Asset Allocation Funds Putnam Dynamic Asset Allocation Growth Fund
PAEAX, PAEBX, PAECX, PASRX, PAGYX
2,558 3.42B 139.21K 0.00 Long Dec 2021
Putnam Asset Allocation Funds Putnam Dynamic Asset Allocation Balanced Fund
PABAX, PABBX, AABCX, PAARX, PABYX
2,537 3.19B 102.22K 0.00 Long Dec 2021
BNY Mellon Investment Funds I BNY Mellon Small/Mid Cap Growth Fund
SDSCX, DBMAX, DBMCX, DBMYX, DBMZX
380 4.7B 154.78K 0.00 Long Dec 2021
Putnam Asset Allocation Funds Putnam Dynamic Asset Allocation Conservative Fund
PACAX, PACBX, PACCX, PACRX, PACYX
2,498 1.36B 20.3K 0.00 Long Dec 2021