Polaris Inc. · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | — | $131.12M | 0.16% | 2,405,834 NS | $81.04B | FIGI |
| iShares Core S&P Mid-Cap ETF iShares Trust | IJH | $96.42M | 0.09% | 1,769,119 NS | $106.05B | FIGI |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $93.63M | 0.00% | 1,717,906 NS | $1.99T | FIGI |
| iShares Russell 2000 ETF iShares Trust | IWM | $70.97M | 0.10% | 1,302,272 NS | $71.92B | FIGI |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | VB | $67.66M | 0.04% | 1,241,554 NS | $164.60B | FIGI |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VBR | $43.10M | 0.07% | 790,774 NS | $60.64B | FIGI |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | VXF | $32.47M | 0.04% | 595,788 NS | $81.50B | FIGI |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | SDY | $26.03M | 0.13% | 477,659 NS | $20.67B | FIGI |
| iShares Russell 2000 Value ETF iShares Trust | IWN | $24.92M | 0.20% | 457,272 NS | $12.46B | FIGI |
| State Street SPDR S&P MidCap 400SM ETF Trust — | — | $21.95M | 0.09% | 402,757 NS | $24.22B | FIGI |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | IJJ | $14.85M | 0.19% | 272,518 NS | $7.98B | FIGI |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | — | $14.33M | 0.03% | 262,900 NS | $49.59B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 400(TM)… SPDR SERIES TRUST | SPMD | $14.24M | 0.09% | 261,303 NS | $15.63B | FIGI |
| Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II | — | $9.91M | 1.67% | 181,888 NS | $594.31M | FIGI |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | DES | $9.70M | 0.50% | 178,027 NS | $1.94B | FIGI |
| Artisan Mid Cap Value Fund Artisan Partners Funds Inc. | — | $8.06M | 1.64% | 147,841 NS | $490.90M | FIGI |
| AQR Long-Short Equity Fund AQR Funds | — | $6.45M | 0.08% | 118,359 NS | $8.07B | FIGI |
| Master Small Cap Index Series Quantitative Master Series LLC | — | $4.74M | 0.10% | 87,061 NS | $4.82B | FIGI |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap… SPDR SERIES TRUST | MDYV | $4.48M | 0.19% | 82,179 NS | $2.41B | FIGI |
| AQR Equity Market Neutral Fund AQR Funds | — | $4.48M | 0.14% | 82,173 NS | $3.31B | FIGI |
| PIMCO RAE US Small Fund PIMCO Equity Series | — | $4.03M | 0.13% | 73,968 NS | $3.14B | FIGI |
| Victory Market Neutral Income Fund Victory Portfolios II | — | $3.89M | 0.13% | 71,458 NS | $2.92B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $3.65M | 0.00% | 66,969 NS | $79.62B | FIGI |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | — | $3.61M | 0.20% | 66,188 NS | $1.80B | FIGI |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | PSC | $3.60M | 0.20% | 66,004 NS | $1.77B | FIGI |
| Columbia Variable Portfolio - Small Cap Value… COLUMBIA FUNDS VARIABLE INSURANCE TRUST | — | $3.51M | 0.88% | 64,333 NS | $400.49M | FIGI |
| Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | — | $3.48M | 0.15% | 63,783 NS | $2.25B | FIGI |
| Mairs & Power Small Cap Fund Trust for Professional Managers | — | $3.17M | 1.39% | 58,186 NS | $228.21M | FIGI |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | — | $3.03M | 0.09% | 55,625 NS | $3.39B | FIGI |
| VictoryShares US Small Mid Cap Value Momentum… Victory Portfolios II | USVM | $2.95M | 0.21% | 54,072 NS | $1.42B | FIGI |
| JNL Mid Cap Index Fund JNL Series Trust | — | $2.92M | 0.09% | 53,602 NS | $3.26B | FIGI |
| AQR Style Premia Alternative Fund AQR Funds | — | $2.60M | 0.11% | 47,746 NS | $2.27B | FIGI |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | — | $2.51M | 1.04% | 46,125 NS | $242.44M | FIGI |
| AQR Managed Futures Strategy Fund AQR Funds | — | $2.46M | 0.08% | 45,075 NS | $2.99B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $2.44M | 0.01% | 44,830 NS | $24.08B | FIGI |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | — | $2.39M | 0.09% | 43,800 NS | $2.64B | FIGI |
| SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS | SEIS | $2.10M | 0.48% | 38,498 NS | $435.08M | FIGI |
| NVIT Jacobs Levy Large Cap Growth Fund Nationwide Variable Insurance Trust | — | $2.07M | 0.45% | 37,974 NS | $458.14M | FIGI |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | — | $2.06M | 0.28% | 37,764 NS | $732.85M | FIGI |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $1.97M | 0.10% | 36,100 NS | $1.95B | FIGI |
| Hotchkis and Wiley Small Cap Diversified Valu… HOTCHKIS & WILEY FUNDS/DE/ | — | $1.85M | 0.22% | 34,000 NS | $827.02M | FIGI |
| AQR Managed Futures Strategy HV Fund AQR Funds | — | $1.84M | 0.15% | 33,809 NS | $1.25B | FIGI |
| Mid Cap Index Fund Northern Funds | — | $1.79M | 0.09% | 32,838 NS | $2.05B | FIGI |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | DHS | $1.78M | 0.12% | 32,640 NS | $1.43B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $1.67M | 0.00% | 30,728 NS | $58.89B | FIGI |
| EQ/Small Company Index Portfolio EQ Advisors Trust | — | $1.62M | 0.10% | 29,800 NS | $1.59B | FIGI |
| Parametric Equity Premium Income ETF Morgan Stanley ETF Trust | PAPI | $1.54M | 0.45% | 28,288 NS | $345.98M | FIGI |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | — | $1.48M | 0.28% | 27,179 NS | $528.41M | FIGI |
| Intrepid Capital Fund Intrepid Capital Management Funds Trust | — | $1.45M | 1.35% | 26,610 NS | $107.24M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $1.41M | 0.00% | 25,808 NS | $30.28B | FIGI |