PDF Solutions Inc · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF iShares Trust | IJR | $62.79M | 0.07% | 1,919,747 NS | $91.99B | FIGI |
| Needham Aggressive Growth Fund Needham Funds Inc | — | $51.93M | 3.30% | 1,587,500 NS | $1.57B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $32.66M | 0.00% | 998,562 NS | $1.99T | FIGI |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | — | $27.48M | 0.90% | 840,214 NS | $3.06B | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $25.66M | 0.04% | 784,339 NS | $71.92B | FIGI |
| Wasatch Ultra Growth Fund WASATCH FUNDS TRUST | — | $15.71M | 3.91% | 480,226 NS | $401.87M | FIGI |
| William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | — | $12.65M | 1.27% | 386,599 NS | $992.29M | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $11.67M | 0.01% | 356,725 NS | $81.50B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 600(TM)… SPDR SERIES TRUST | SPSM | $9.56M | 0.07% | 292,290 NS | $13.87B | FIGI |
| iShares S&P Small-Cap 600 Growth ETF iShares Trust | IJT | $9.03M | 0.14% | 276,055 NS | $6.51B | FIGI |
| iShares Russell 2000 Growth ETF iShares Trust | IWO | $8.49M | 0.07% | 259,661 NS | $12.17B | FIGI |
| Needham Growth Fund Needham Funds Inc | — | $7.75M | 4.17% | 236,800 NS | $185.75M | FIGI |
| Meridian Contrarian Fund Meridian Fund Inc | — | $7.20M | 1.22% | 220,000 NS | $588.51M | FIGI |
| Needham Small Cap Growth Fund Needham Funds Inc | — | $6.49M | 3.74% | 198,400 NS | $173.42M | FIGI |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | — | $6.35M | 0.07% | 194,213 NS | $9.65B | FIGI |
| Fidelity Enhanced Small Cap ETF Fidelity Covington Trust | FESM | $6.17M | 0.15% | 188,740 NS | $4.10B | FIGI |
| State Street(R) SPDR(R) S & P 600(TM) Small C… SPDR SERIES TRUST | SLYG | $5.52M | 0.14% | 168,833 NS | $3.98B | FIGI |
| Brown Capital Management Small Company Fund Brown Capital Management Mutual Funds | — | $2.50M | 0.78% | 76,339 NS | $322.05M | FIGI |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | — | $2.25M | 0.39% | 68,751 NS | $575.61M | FIGI |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | — | $2.20M | 0.42% | 67,358 NS | $520.63M | FIGI |
| William Blair Growth Fund WILLIAM BLAIR FUNDS | — | $2.06M | 1.07% | 63,089 NS | $193.52M | FIGI |
| Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | — | $1.86M | 0.57% | 57,006 NS | $325.46M | FIGI |
| DF DENT SMALL CAP GROWTH FUND FORUM FUNDS | — | $1.85M | 1.24% | 56,678 NS | $149.33M | FIGI |
| Meridian Small Cap Growth Fund Meridian Fund Inc | — | $1.69M | 0.72% | 51,613 NS | $235.35M | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $1.68M | 0.03% | 51,292 NS | $4.82B | FIGI |
| JNL Small Cap Index Fund JNL Series Trust | — | $1.60M | 0.07% | 49,039 NS | $2.39B | FIGI |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | — | $1.52M | 0.44% | 46,569 NS | $348.93M | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $1.36M | 0.00% | 41,652 NS | $79.62B | FIGI |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS | — | $1.22M | 0.59% | 37,442 NS | $207.99M | FIGI |
| VOYA INDEX PLUS SMALLCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | — | $1.16M | 0.32% | 35,359 NS | $358.29M | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $1.11M | 0.03% | 33,794 NS | $3.39B | FIGI |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | — | $923.0K | 0.07% | 28,218 NS | $1.35B | FIGI |
| Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | — | $837.9K | 0.12% | 25,616 NS | $716.00M | FIGI |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | — | $829.5K | 0.01% | 25,358 NS | $9.23B | FIGI |
| Penn Series Small Cap Growth Fund Penn Series Funds Inc | — | $805.8K | 0.92% | 24,634 NS | $87.55M | FIGI |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | — | $794.0K | 0.07% | 24,273 NS | $1.14B | FIGI |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | — | $729.7K | 0.07% | 22,308 NS | $1.11B | FIGI |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | — | $698.8K | 0.07% | 21,363 NS | $1.04B | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $685.5K | 0.04% | 20,957 NS | $1.95B | FIGI |
| Victory Integrity Discovery Fund Victory Portfolios | — | $641.1K | 0.93% | 19,600 NS | $68.76M | FIGI |
| Acuitas Small Cap Active ETF Series Portfolios Trust | AIMS | $628.4K | 0.86% | 19,211 NS | $73.34M | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $561.7K | 0.00% | 17,171 NS | $58.89B | FIGI |
| Wasatch Long/Short Alpha Fund WASATCH FUNDS TRUST | — | $545.7K | 1.53% | 16,683 NS | $35.66M | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $519.4K | 0.03% | 15,880 NS | $1.59B | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $505.7K | 0.00% | 15,460 NS | $30.28B | FIGI |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | — | $496.3K | 0.02% | 15,172 NS | $2.45B | FIGI |
| Small Cap Index Fund Northern Funds | — | $485.5K | 0.04% | 14,842 NS | $1.38B | FIGI |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | — | $388.3K | 0.40% | 11,871 NS | $97.64M | FIGI |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | — | $379.4K | 0.02% | 11,600 NS | $1.90B | FIGI |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | EES | $370.8K | 0.06% | 11,336 NS | $633.02M | FIGI |