UFCS · United Fire Group Inc · Held by Funds
Market Cap
$1.41B
Shares
25.71M
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding UFCS
261 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | IJR | 1,329,596 | $69,724,014 | 0.06% | Long | 2026-06-30 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 690,721 | $36,221,409 | 0.00% | Long | 2026-06-30 | |
| iShares Russell 2000 ETF | IWM | 574,904 | $30,147,966 | 0.04% | Long | 2026-06-30 | |
| Avantis U.S. Small Cap Value ETF | AVUV | 533,413 | $23,646,198 | 0.09% | Long | 2026-05-31 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 252,846 | $13,259,244 | 0.01% | Long | 2026-06-30 | |
| U.S. SMALL CAP VALUE PORTFOLIO | DFSVX | 316,007 | $12,741,402 | 0.07% | Long | 2026-04-30 | |
| iShares Russell 2000 Value ETF | IWN | 207,200 | $10,865,568 | 0.07% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | SPSM | 201,267 | $10,554,441 | 0.06% | Long | 2026-06-30 | |
| Fidelity Small Cap Index Fund | FSSNX | 208,154 | $8,392,769 | 0.03% | Long | 2026-04-30 | |
| U.S. Targeted Value Portfolio | DFFVX | 175,139 | $7,061,604 | 0.04% | Long | 2026-04-30 | |
| VANGUARD TAX-MANAGED SMALL-CAP FUND | — | 130,650 | $6,851,286 | 0.06% | Long | 2026-06-30 | |
| Invesco S&P SmallCap Momentum ETF | XSMO | 157,781 | $6,361,730 | 0.23% | Long | 2026-04-30 | |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND | VSTCX | 118,979 | $6,239,259 | 0.20% | Long | 2026-06-30 | |
| Invesco S&P SmallCap Value with Momentum ETF | XSVM | 154,593 | $6,233,190 | 1.02% | Long | 2026-04-30 | |
| Dimensional U.S. Targeted Value ETF | DFAT | 151,070 | $6,091,142 | 0.04% | Long | 2026-04-30 | |
| Royce Small-Cap Fund | — | 113,716 | $5,963,267 | 0.28% | Long | 2026-06-30 | |
| EA Bridgeway Omni Small-Cap Value ETF | BSVO | 113,184 | $5,935,369 | 0.25% | Long | 2026-06-30 | |
| iShares S&P Small-Cap 600 Growth ETF | IJT | 97,584 | $5,117,305 | 0.06% | Long | 2026-06-30 | |
| iShares S&P Small-Cap 600 Value ETF | IJS | 97,155 | $5,094,808 | 0.06% | Long | 2026-06-30 | |
| Fidelity Extended Market Index Fund | FSMAX | 113,958 | $5,051,758 | 0.01% | Long | 2026-05-31 | |
| U.S. MICRO CAP PORTFOLIO | DFSCX | 124,588 | $5,023,388 | 0.07% | Long | 2026-04-30 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 108,195 | $4,796,284 | 0.03% | Long | 2026-05-31 | |
| Dimensional US Small Cap Value ETF | DFSV | 118,654 | $4,784,129 | 0.06% | Long | 2026-04-30 | |
| Schwab U.S. Small-Cap ETF | SCHA | 105,117 | $4,659,837 | 0.02% | Long | 2026-05-31 | |
| U.S. SMALL CAP PORTFOLIO | DFSTX | 112,492 | $4,535,677 | 0.02% | Long | 2026-04-30 | |
| Omni Small-Cap Value Fund | BOSVX | 77,000 | $4,037,880 | 0.30% | Long | 2026-06-30 | |
| First Trust Dow Jones Select MicroCap Index Fund | FDM | 73,228 | $3,840,076 | 1.45% | Long | 2026-06-30 | |
| iShares Micro-Cap ETF | IWC | 72,678 | $3,811,234 | 0.25% | Long | 2026-06-30 | |
| Dimensional U.S. Small Cap ETF | DFAS | 84,621 | $3,411,919 | 0.02% | Long | 2026-04-30 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 75,875 | $3,363,539 | 0.06% | Long | 2026-05-31 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF | SLYG | 62,397 | $3,272,099 | 0.06% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | SLYV | 58,515 | $3,068,527 | 0.06% | Long | 2026-06-30 | |
| Royce Capital Fund - Small-Cap Portfolio | — | 55,005 | $2,884,462 | 1.55% | Long | 2026-06-30 | |
| BlackRock Advantage Small Cap Core Fund | — | 63,429 | $2,811,808 | 0.05% | Long | 2026-05-29 | |
| Fidelity Small-Mid Multifactor ETF | FSMD | 62,509 | $2,520,363 | 0.11% | Long | 2026-04-30 | |
| Dimensional U.S. Core Equity 2 ETF | DFAC | 60,778 | $2,450,569 | 0.01% | Long | 2026-04-30 | |
| ROYCE SMALL-CAP TRUST, INC. | RVT | 45,023 | $2,361,006 | 0.09% | Long | 2026-06-30 | |
| Fidelity SAI Small-Mid Cap Momentum Index Fund | FZFLX | 57,580 | $2,321,626 | 0.05% | Long | 2026-04-30 | |
| U.S. CORE EQUITY 2 PORTFOLIO | DFQTX | 56,911 | $2,294,652 | 0.01% | Long | 2026-04-30 | |
| Master Small Cap Index Series | — | 40,560 | $2,126,966 | 0.04% | Long | 2026-06-30 | |
| Avantis U.S. Small Cap Equity ETF | AVSC | 47,432 | $2,102,661 | 0.08% | Long | 2026-05-31 | |
| Invesco S&P SmallCap 600 Revenue ETF | RWJ | 41,995 | $1,861,638 | 0.10% | Long | 2026-05-31 | |
| Schwab Small-Cap Index Fund | SWSSX | 45,937 | $1,852,180 | 0.03% | Long | 2026-04-30 | |
| Fidelity Total Market Index Fund | FSKAX | 40,455 | $1,793,370 | 0.00% | Long | 2026-05-31 | |
| JNL Small Cap Index Fund | — | 33,726 | $1,768,591 | 0.06% | Long | 2026-06-30 | |
| Royce Small-Cap Value Fund | — | 32,923 | $1,726,482 | 1.54% | Long | 2026-06-30 | |
| Transamerica Small/Mid Cap Value VP | — | 31,100 | $1,630,884 | 0.29% | Long | 2026-06-30 | |
| Transamerica Small/Mid Cap Value | — | 39,750 | $1,602,720 | 0.25% | Long | 2026-04-30 | |
| Fidelity Small Cap Value Index Fund | FISVX | 30,278 | $1,587,778 | 0.07% | Long | 2026-06-30 | |
| VANGUARD FINANCIALS INDEX FUND | — | 35,113 | $1,556,559 | 0.01% | Long | 2026-05-31 |
Showing 1–50 of 261 positions