Funds holding Affiliated Managers Group Inc
412 funds declare a position · 120 ETFs and 292 other funds · 3.3B $ · US0082521081
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 1,011,126 | 279.8M $ | 2.84 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Mid-Cap ETF iShares Trust | 931,346 | 257.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 809,148 | 223.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 723,800 | 200.3M $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 685,504 | 189.7M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 584,526 | 161.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 372,225 | 103M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Ariel Fund Ariel Investment Trust | 336,062 | 93M $ | 3.63 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 313,954 | 86.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust | 229,989 | 67.8M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| PIMCO RAE US Small Fund PIMCO Equity Series | 234,771 | 65M $ | 2.07 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 171,250 | 47.4M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 165,818 | 45.9M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 146,866 | 45M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 136,623 | 41.8M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 133,025 | 39.2M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 137,395 | 38M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 101,144 | 29.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 105,157 | 29.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 96,534 | 26.7M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| LYRICAL U.S. VALUE EQUITY FUND Ultimus Managers Trust | 85,793 | 26.3M $ | 2.29 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 92,580 | 25.6M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| AB DISCOVERY GROWTH FUND, INC. AB DISCOVERY GROWTH FUND, INC. | 86,428 | 25.5M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 84,746 | 25M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Clarkston Partners Fund ALPS SERIES TRUST | 88,000 | 24.3M $ | 7.78 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 79,712 | 23.5M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| Artisan Focus Fund Artisan Partners Funds Inc. | 84,534 | 23.4M $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 75,965 | 23.3M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Value Fund WisdomTree Trust | 78,859 | 21.8M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 63,012 | 18.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 63,684 | 17.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 57,595 | 17M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC | 59,010 | 16.3M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 53,117 | 16.3M $ | 1.34 % | as of Feb 28, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 58,685 | 16.2M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 52,639 | 16.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 51,000 | 15.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST | 52,704 | 15.5M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 47,476 | 14.5M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 48,512 | 14.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 45,912 | 14.1M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 50,299 | 13.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 42,824 | 13.1M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 41,648 | 12.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 44,736 | 12.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Clarkston Founders Fund ALPS SERIES TRUST | 43,000 | 11.9M $ | 7.26 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 40,373 | 11.9M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 42,789 | 11.8M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 40,250 | 11.1M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 39,529 | 10.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 35,422 | 10.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 35,352 | 10.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 34,505 | 9.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 33,746 | 9.3M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 31,486 | 9.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 29,626 | 9.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 27,907 | 8.5M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 30,257 | 8.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Equity Factor ETF iShares Trust | 27,048 | 8M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 28,387 | 7.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 25,651 | 7.9M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| Clarkston Fund ALPS SERIES TRUST | 28,000 | 7.7M $ | 7.91 % | as of Mar 31, 2026 · Original filing |
| SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS | 26,064 | 7.2M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 23,346 | 6.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 24,045 | 6.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 21,482 | 6.6M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 23,611 | 6.5M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 23,057 | 6.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 20,742 | 6.4M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Small-Cap Value Series LORD ABBETT RESEARCH FUND INC | 20,534 | 6.3M $ | 1.64 % | as of Feb 28, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 20,724 | 6.1M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 20,666 | 6.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 20,369 | 6M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Nomura Opportunity Fund Delaware Group Equity Funds IV | 21,170 | 5.9M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Sterling Capital Small Cap Value Fund Sterling Capital Funds | 20,454 | 5.7M $ | 3.25 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 20,064 | 5.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 19,862 | 5.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,294 | 5.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Systematic Value Fund VALIC Co I | 17,552 | 5.4M $ | 0.98 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 18,162 | 5.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 19,072 | 5.3M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 17,109 | 5.2M $ | 0.77 % | as of Feb 28, 2026 · Original filing |
| Nomura Small Cap Growth Fund IVY FUNDS | 18,264 | 5.1M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 16,447 | 5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 15,982 | 4.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 17,684 | 4.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust | 16,454 | 4.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Victory Mid-Cap Core Growth Fund Victory Portfolios | 17,500 | 4.8M $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 16,300 | 4.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 16,697 | 4.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 15,600 | 4.6M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 15,368 | 4.5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 14,741 | 4.5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 15,230 | 4.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 15,067 | 4.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 14,723 | 4.3M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 14,623 | 4.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 15,447 | 4.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 15,215 | 4.2M $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,898 | 4.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 14,891 | 4.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 14,767 | 4.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 14,287 | 4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 13,282 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Victory Multi-Cap Fund Victory Portfolios | 14,100 | 3.9M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 13,151 | 3.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 14,000 | 3.9M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Ariel Focus Fund Ariel Investment Trust | 13,722 | 3.8M $ | 4.67 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 12,300 | 3.8M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 13,500 | 3.7M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 12,607 | 3.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 12,601 | 3.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Victory Diversified Stock Fund Victory Portfolios | 13,271 | 3.7M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 13,220 | 3.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 12,391 | 3.7M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 13,082 | 3.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Stock Portfolio LORD ABBETT SERIES FUND INC | 12,700 | 3.5M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| Mid-Cap Value Portfolio PACIFIC SELECT FUND | 12,610 | 3.5M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 11,606 | 3.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| DWS Global Small Cap Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 11,575 | 3.4M $ | 1.70 % | as of Apr 30, 2026 · Original filing |
| Carillon ClariVest Capital Appreciation Fund Carillon Series Trust | 12,290 | 3.4M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 12,170 | 3.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 11,285 | 3.3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 12,000 | 3.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 11,934 | 3.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Fidelity Momentum Factor ETF Fidelity Covington Trust | 11,181 | 3.3M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 11,102 | 3.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 11,012 | 3.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 11,554 | 3.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 10,389 | 3.2M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| Reinhart Mid Cap PMV Fund Managed Portfolio Series | 10,370 | 3.2M $ | 3.39 % | as of Feb 28, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 10,761 | 3.2M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 11,068 | 3.1M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 10,344 | 3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 10,833 | 3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Convergence Long/Short Equity ETF Trust for Professional Managers | 9,679 | 3M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 10,604 | 2.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,555 | 2.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 9,893 | 2.9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 9,826 | 2.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 9,559 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 10,117 | 2.8M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 10,087 | 2.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 9,992 | 2.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 9,223 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 9,807 | 2.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 9,639 | 2.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 9,556 | 2.6M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 9,547 | 2.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 9,195 | 2.5M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 8,395 | 2.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 8,019 | 2.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| LVIP Channing Small Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,493 | 2.4M $ | 2.36 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Midcap 400 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 7,895 | 2.3M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 7,493 | 2.3M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 7,463 | 2.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 8,225 | 2.3M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Lord Abbett Focused Small Cap Value Fund LORD ABBETT SECURITIES TRUST | 7,702 | 2.3M $ | 2.37 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,199 | 2.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 7,442 | 2.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 7,249 | 2.1M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 7,620 | 2.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 7,617 | 2.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 7,538 | 2.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Steward Large Cap Core Fund Steward Funds Inc | 7,000 | 2.1M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| GuideMark Large Cap Core Fund GPS Funds I | 7,380 | 2M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Zacks Small/Mid Cap ETF Zacks Trust | 6,255 | 1.9M $ | 0.94 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 6,443 | 1.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Victory Capital Growth Fund Victory Portfolios III | 6,426 | 1.9M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 6,800 | 1.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 6,120 | 1.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 6,116 | 1.9M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 6,719 | 1.9M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 6,560 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 6,495 | 1.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 6,371 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 6,338 | 1.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Systematic Core Fund VALIC Co I | 5,567 | 1.7M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 6,143 | 1.7M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 6,111 | 1.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 5,698 | 1.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 5,868 | 1.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 5,300 | 1.6M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| Invesco Dorsey Wright SmallCap Momentum ETF Invesco Exchange-Traded Fund Trust II | 5,077 | 1.6M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 5,217 | 1.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 5,212 | 1.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Chase Growth Fund Advisors Series Trust | 5,527 | 1.5M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 5,080 | 1.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Steward Large Cap Value Fund Steward Funds Inc | 5,000 | 1.5M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 4,796 | 1.5M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust | 5,236 | 1.4M $ | 2.92 % | as of Mar 31, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 5,182 | 1.4M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,676 | 1.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 5,065 | 1.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 4,731 | 1.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII | 4,533 | 1.4M $ | 1.02 % | as of Feb 28, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 4,888 | 1.4M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 4,574 | 1.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 4,769 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Large Cap Core Fund Northern Funds | 4,732 | 1.3M $ | 0.41 % | as of Mar 31, 2026 · Original filing |