OptimizeRx Corporation Common Stock · 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 | $3.10M | 0.00% | 494,252 NS | $1.99T | FIGI |
| Royce Small-Cap Opportunity Fund ROYCE FUND | — | $2.87M | 0.26% | 457,111 NS | $1.12B | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $2.49M | 0.00% | 396,795 NS | $71.92B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $1.11M | 0.00% | 177,060 NS | $81.50B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $829.1K | 0.01% | 132,028 NS | $12.17B | FIGI |
| Clearwater Select Equity Fund Clearwater Investment Trust | — | $814.3K | 0.19% | 129,660 NS | $434.84M | FIGI |
| State Street(R) SPDR(R) S&P Kensho New Econom… SPDR SERIES TRUST | KOMP | $597.6K | 0.03% | 95,156 NS | $2.35B | FIGI |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | PSC | $392.6K | 0.02% | 62,522 NS | $1.77B | FIGI |
| Ultra-Small Company Fund Bridgeway Funds, Inc. | — | $339.3K | 0.40% | 54,029 NS | $85.36M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $280.4K | 0.00% | 44,653 NS | $79.62B | FIGI |
| iShares Micro-Cap ETF iShares Trust | IWC | $249.6K | 0.02% | 39,752 NS | $1.21B | FIGI |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $209.6K | 0.02% | 33,371 NS | $1.38B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $176.9K | 0.00% | 28,162 NS | $4.82B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $175.2K | 0.01% | 27,900 NS | $1.59B | FIGI |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | — | $143.0K | 0.10% | 22,771 NS | $136.51M | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $110.6K | 0.00% | 17,604 NS | $3.39B | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $85.0K | 0.01% | 13,535 NS | $633.02M | FIGI |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | — | $79.8K | 0.00% | 12,700 NS | $12.51B | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $75.5K | 0.01% | 12,023 NS | $1.14B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $69.7K | 0.00% | 11,100 NS | $1.95B | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $69.1K | 0.00% | 11,000 NS | $1.90B | FIGI |
| Small Cap Core Fund Northern Funds | — | $64.7K | 0.02% | 10,304 NS | $342.11M | FIGI |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | — | $60.9K | 0.06% | 9,696 NS | $97.64M | FIGI |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | — | $54.0K | 0.00% | 8,594 NS | $5.64B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $49.5K | 0.00% | 7,875 NS | $58.89B | FIGI |
| Small Cap Index Fund Northern Funds | — | $47.1K | 0.00% | 7,498 NS | $1.38B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $39.3K | 0.00% | 6,262 NS | $30.28B | FIGI |
| AQR Small Cap Multi-Style Fund AQR Funds | — | $37.7K | 0.03% | 5,996 NS | $149.49M | FIGI |
| New Covenant Growth Fund NEW COVENANT FUNDS | — | $35.6K | 0.01% | 5,670 NS | $518.52M | FIGI |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | — | $33.2K | 0.03% | 5,288 NS | $95.70M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $33.2K | 0.00% | 5,286 NS | $17.05B | FIGI |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTF… STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $30.7K | 0.00% | 4,896 NS | $2.63B | FIGI |
| Clearwater Select Equity Fund Clearwater Investment Trust | — | $28.9K | 0.01% | 4,596 NS | $434.84M | FIGI |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | — | $28.4K | 0.00% | 4,522 NS | $768.54M | FIGI |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | — | $26.3K | 0.00% | 4,187 NS | $962.08M | FIGI |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | — | $24.5K | 0.00% | 3,907 NS | $741.60M | FIGI |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | — | $21.4K | 0.00% | 3,400 NS | $584.32M | FIGI |
| AST Small-Cap Equity Portfolio Advanced Series Trust | — | $21.4K | 0.00% | 3,400 NS | $1.86B | FIGI |
| Small Cap Index Trust John Hancock Variable Insurance Trust | — | $19.4K | 0.00% | 3,089 NS | $550.95M | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $19.3K | 0.00% | 3,077 NS | $9.23B | FIGI |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | — | $16.7K | 0.01% | 2,661 NS | $174.05M | FIGI |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | — | $15.7K | 0.00% | 2,500 NS | $1.23B | FIGI |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | — | $15.0K | 0.00% | 2,391 NS | $419.22M | FIGI |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | — | $12.8K | 0.00% | 2,037 NS | $386.68M | FIGI |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $12.4K | 0.00% | 1,975 NS | $876.76M | FIGI |
| Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | — | $12.1K | 0.00% | 1,924 NS | $332.36M | FIGI |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | — | $11.9K | 0.00% | 1,893 NS | $358.38M | FIGI |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | — | $10.9K | 0.00% | 1,730 NS | $354.45M | FIGI |
| AVIP BlackRock Advantage Small Cap Growth Por… AuguStar Variable Insurance Products Fund… | — | $10.8K | 0.01% | 1,713 NS | $122.36M | FIGI |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | — | $9.0K | 0.00% | 1,431 NS | $225.03M | FIGI |