Funds holding Ares Management Corp
573 funds declare a position · 160 ETFs and 413 other funds · 10.4B $ · US03990B1017
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 6,667,578 | 727.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 5,235,913 | 571.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 5,004,375 | 546M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 4,532,215 | 494.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 4,092,559 | 458.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Income Fund of America Income Fund of America | 3,666,921 | 430.5M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Franklin Rising Dividends Fund Franklin Managed Trust | 3,265,000 | 356.2M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| MidCap Fund Principal Funds, Inc | 2,811,114 | 330M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 2,964,706 | 323.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | 2,706,816 | 295.3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 2,621,734 | 293.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 2,653,319 | 289.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 2,140,672 | 233.5M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| MFS Value Fund MFS SERIES TRUST I | 1,835,862 | 205.6M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,630,574 | 191.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1,596,195 | 174.1M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 1,395,522 | 152.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 1,263,201 | 137.8M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Income Fund JPMorgan Trust II | 1,217,789 | 132.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| MFS Growth Fund MFS Series Trust II | 1,141,325 | 127.8M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,162,503 | 126.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 1,151,904 | 125.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 966,346 | 105.4M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 916,357 | 100M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Research Fund JANUS INVESTMENT FUND | 881,131 | 96.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 741,068 | 87M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 736,998 | 86.5M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 758,715 | 82.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 696,989 | 81.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC | 683,341 | 80.2M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 725,827 | 79.2M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| New Economy Fund New Economy Fund | 704,353 | 78.9M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 719,979 | 78.5M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 662,360 | 77.8M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| Brown Advisory Sustainable Growth Fund Brown Advisory Funds | 699,352 | 76.3M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Growth Fund MFS Series Trust IV | 640,121 | 71.7M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 620,383 | 67.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 564,286 | 66.2M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Carillon Eagle Mid Cap Growth Fund Carillon Series Trust | 605,509 | 66.1M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Growth Fund Legg Mason Partners Investment Trust | 568,500 | 63.7M $ | 1.51 % | as of Feb 27, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 502,839 | 56.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 454,002 | 53.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Franklin Small-Mid Cap Growth Fund Franklin Strategic Series | 411,312 | 48.3M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| Fidelity Leveraged Company Stock Fund Fidelity Securities Fund | 410,700 | 48.2M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 433,469 | 47.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 385,620 | 43.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund Touchstone Strategic Trust | 391,800 | 42.7M $ | 2.37 % | as of Mar 31, 2026 · Original filing |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 361,800 | 40.5M $ | 4.10 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 360,817 | 40.4M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND | 365,209 | 39.8M $ | 2.44 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 354,309 | 38.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 309,721 | 34.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 304,681 | 34.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Global Research Fund JANUS INVESTMENT FUND | 288,860 | 31.5M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 267,585 | 31.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 258,115 | 30.3M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 257,860 | 28.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 246,366 | 26.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 242,295 | 26.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 229,832 | 25.1M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| LargeCap Growth Fund I Principal Funds, Inc | 204,433 | 24M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 212,317 | 23.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Capital Group Core Balanced ETF Capital Group Core Balanced ETF | 212,385 | 23.2M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| CTIVP - Westfield Select Large Cap Growth Fund Columbia Funds Variable Series Trust II | 200,640 | 21.9M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Value Fund JPMorgan Trust I | 198,476 | 21.7M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 195,197 | 21.3M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 189,397 | 21.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Mid Cap Growth Fund JPMorgan Trust II | 194,295 | 21.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 180,000 | 21.1M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust | 191,318 | 20.9M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 189,412 | 20.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 187,015 | 20.4M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 161,312 | 18.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 172,820 | 18.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 162,428 | 18.2M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 153,577 | 18M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Capital and Income Fund Fidelity Summer Street Trust | 145,100 | 17M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 151,487 | 16.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC | 145,204 | 16.3M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| Vulcan Value Partners Fund Elevation Series Trust | 127,637 | 15M $ | 5.85 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 133,718 | 14.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 122,439 | 14.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nomura Mid Cap Income Opportunities Fund IVY FUNDS | 130,316 | 14.2M $ | 1.97 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 129,144 | 14.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 120,137 | 13.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 114,310 | 13.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS | 110,729 | 13M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 118,824 | 13M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 118,159 | 12.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 106,964 | 12.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 112,620 | 12.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 104,309 | 12.2M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 108,770 | 12.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| JNL/WMC Equity Income Fund JNL Series Trust | 110,096 | 12M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| Guardian Equity Income VIP Fund Guardian Variable Products Trust | 109,031 | 11.9M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 101,262 | 11.9M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| Fidelity Disciplined Equity Fund Fidelity Capital Trust | 100,279 | 11.8M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 101,617 | 11.4M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC | 102,734 | 11.2M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 102,500 | 11.2M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 99,799 | 11.2M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 98,472 | 11M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 100,700 | 11M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JNL/WMC Value Fund JNL Series Trust | 100,690 | 11M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 95,770 | 10.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 92,497 | 10.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| MFS Value Portfolio Brighthouse Funds Trust II | 87,417 | 9.5M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| JNL/Goldman Sachs 4 Fund JNL Series Trust | 86,622 | 9.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 74,776 | 8.4M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Brown Advisory Sustainable Growth ETF ADVISORS' INNER CIRCLE III | 76,337 | 8.3M $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 70,021 | 8.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 74,230 | 8.1M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| VanEck Alternative Asset Manager ETF VanEck ETF Trust | 74,062 | 8.1M $ | 4.55 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 73,000 | 8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 72,455 | 7.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 65,457 | 7.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 68,230 | 7.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Global Research Portfolio JANUS ASPEN SERIES | 67,947 | 7.4M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | 67,938 | 7.4M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 61,480 | 7.2M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Virtus Silvant Mid-Cap Growth Fund Virtus Investment Trust | 65,653 | 7.2M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 65,020 | 7.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 64,244 | 7M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 61,632 | 6.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 57,186 | 6.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 57,000 | 6.7M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 56,460 | 6.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 59,938 | 6.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 54,844 | 6.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 57,786 | 6.3M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GLOBAL WELLESLEY INCOME FUND VANGUARD WORLD FUND | 55,501 | 6.2M $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| Nuveen ESG Mid-Cap Growth ETF NuShares ETF Trust | 52,851 | 6.2M $ | 1.75 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 52,845 | 6.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes Muni and Stock Advantage Fund Federated Hermes Income Securities Trust | 52,378 | 6.1M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 52,165 | 6.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 55,434 | 6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| MidCap Account Principal Variable Contract Funds, Inc | 55,158 | 6M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| CTIVP - Westfield Mid Cap Growth Fund Columbia Funds Variable Series Trust II | 53,950 | 5.9M $ | 2.41 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 49,832 | 5.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JNL/JPMorgan MidCap Growth Fund JNL Series Trust | 53,259 | 5.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 48,736 | 5.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 50,628 | 5.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 46,803 | 5.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 High Beta ETF Invesco Exchange-Traded Fund Trust II | 48,385 | 5.4M $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 47,201 | 5.3M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 43,978 | 5.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 43,376 | 5.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Franklin Small-Mid Cap Growth VIP Fund Franklin Templeton Variable Insurance Products Trust | 46,349 | 5.1M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 46,143 | 5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 45,519 | 5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| CIBC ATLAS MID CAP EQUITY FUND ADVISORS' INNER CIRCLE FUND | 41,164 | 4.8M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 43,700 | 4.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 42,167 | 4.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 43,147 | 4.7M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| EQ/Franklin Rising Dividends Portfolio EQ Advisors Trust | 42,867 | 4.7M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Income Builder Fund JPMorgan Trust I | 39,788 | 4.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 42,672 | 4.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 39,414 | 4.6M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 42,271 | 4.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Strategic Income Fund Fidelity Advisor Series II | 41,400 | 4.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| EQ/MFS Mid Cap Focused Growth Portfolio EQ Advisors Trust | 41,289 | 4.5M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| JNL/JPMorgan U.S. Value Fund JNL Series Trust | 41,133 | 4.5M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 39,509 | 4.4M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II | 40,503 | 4.4M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 39,954 | 4.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 39,746 | 4.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| CIBC ATLAS INCOME OPPORTUNITIES FUND ADVISORS' INNER CIRCLE FUND | 36,400 | 4.3M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 36,018 | 4.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 36,819 | 4.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 37,783 | 4.1M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Trillium ESG Global Equity Fund Perpetual Americas Funds Trust | 36,872 | 4M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 36,183 | 3.9M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 33,172 | 3.9M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 35,500 | 3.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| NYLI Balanced Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 32,874 | 3.9M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 32,667 | 3.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 32,565 | 3.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 34,800 | 3.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 32,830 | 3.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 31,430 | 3.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| SA JPMorgan Equity-Income Portfolio SUNAMERICA SERIES TRUST | 29,361 | 3.4M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 31,395 | 3.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 28,304 | 3.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 30,213 | 3.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 28,691 | 3.2M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 28,466 | 3.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Optimum Large Cap Value Fund Optimum Fund Trust | 29,037 | 3.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 28,708 | 3.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 28,623 | 3.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 26,478 | 3.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| MFS Growth Series MFS VARIABLE INSURANCE TRUST | 28,033 | 3.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Harbor Dividend Growth Leaders ETF Harbor ETF Trust | 25,890 | 3M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 25,637 | 3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Capital and Income Fund Fidelity Advisor Series I | 25,400 | 3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 26,980 | 2.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 26,631 | 2.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 26,397 | 2.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Global Growth Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. | 24,294 | 2.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 26,086 | 2.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| ALGER MID CAP GROWTH FUND ALGER FUNDS | 23,852 | 2.8M $ | 1.01 % | as of Apr 30, 2026 · Original filing |