NACCO Industries, Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $6.15M | 0.00% | 118,304 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $4.72M | 0.01% | 90,734 NS | $71.92B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $2.49M | 0.00% | 47,883 NS | $81.50B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $1.75M | 0.01% | 33,754 NS | $12.46B | FIGI |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | DES | $1.60M | 0.08% | 30,724 NS | $1.94B | FIGI |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | — | $1.24M | 0.10% | 23,892 NS | $1.20B | FIGI |
| Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST | — | $978.2K | 0.46% | 18,822 NS | $211.70M | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $521.8K | 0.04% | 10,040 NS | $1.21B | FIGI |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | — | $492.2K | 0.40% | 9,470 NS | $123.00M | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $375.1K | 0.01% | 7,217 NS | $4.82B | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $323.4K | 0.05% | 6,223 NS | $633.02M | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $259.0K | 0.01% | 4,983 NS | $1.80B | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $248.8K | 0.01% | 4,787 NS | $3.39B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $150.7K | 0.01% | 2,900 NS | $1.95B | FIGI |
| Small Cap Core Fund Northern Funds | — | $132.5K | 0.04% | 2,550 NS | $342.11M | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $106.0K | 0.01% | 2,040 NS | $1.59B | FIGI |
| Small Cap Index Fund Northern Funds | — | $104.4K | 0.01% | 2,009 NS | $1.38B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $102.4K | 0.00% | 1,970 NS | $30.28B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $94.8K | 0.00% | 1,824 NS | $9.06B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $93.8K | 0.00% | 1,805 NS | $58.89B | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $90.9K | 0.01% | 1,750 NS | $741.60M | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $78.0K | 0.00% | 1,500 NS | $2.63B | FIGI |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | — | $76.4K | 0.01% | 1,471 NS | $956.61M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $64.0K | 0.00% | 1,231 NS | $1.86B | FIGI |
| Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS | — | $57.9K | 0.03% | 1,115 NS | $168.08M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $56.1K | 0.01% | 1,080 NS | $768.54M | FIGI |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | — | $51.3K | 0.01% | 988 NS | $444.74M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $47.9K | 0.00% | 921 NS | $962.08M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $41.4K | 0.01% | 796 NS | $584.32M | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $40.1K | 0.01% | 772 NS | $550.95M | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $38.6K | 0.02% | 743 NS | $174.05M | FIGI |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | — | $36.4K | 0.02% | 700 NS | $185.65M | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $34.8K | 0.00% | 670 NS | $1.90B | FIGI |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | — | $34.7K | 0.01% | 667 NS | $436.75M | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $28.1K | 0.01% | 540 NS | $419.22M | FIGI |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | — | $27.7K | 0.01% | 533 NS | $314.56M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $26.9K | 0.01% | 517 NS | $354.45M | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $26.0K | 0.00% | 500 NS | $1.23B | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $24.5K | 0.01% | 471 NS | $358.38M | FIGI |
| PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND | — | $18.7K | 0.01% | 360 NS | $126.20M | FIGI |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | — | $17.2K | 0.01% | 330 NS | $225.03M | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $16.9K | 0.00% | 326 NS | $876.76M | FIGI |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | — | $15.8K | 0.01% | 304 NS | $253.61M | FIGI |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | — | $13.5K | 0.00% | 259 NS | $5.26B | FIGI |
| Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | — | $12.4K | 0.01% | 238 NS | $188.37M | FIGI |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | — | $10.5K | 0.00% | 202 NS | $260.28M | FIGI |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $10.4K | 0.00% | 200 NS | $1.65B | FIGI |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FU… | — | $5.6K | 0.00% | 108 NS | $1.02B | FIGI |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | — | $5.2K | 0.01% | 100 NS | $79.21M | FIGI |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | — | $5.2K | 0.00% | 100 NS | $3.61B | FIGI |