Funds holding Arthur J Gallagher & Co
766 funds declare a position · 196 ETFs and 570 other funds · 23.8B $ · US3635761097
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 8,164,354 | 1.8B $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 6,530,208 | 1.4B $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 5,552,449 | 1.2B $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Dodge & Cox Stock Fund Dodge & Cox Funds | 5,021,100 | 1.1B $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 4,580,964 | 945.5M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 3,268,166 | 745.8M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 3,308,407 | 716.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 3,220,359 | 697.5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Fidelity Contrafund Fidelity Contrafund | 2,675,216 | 579.4M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| New Perspective Fund New Perspective Fund | 2,582,026 | 559.2M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Equity Fund JPMorgan Trust I | 2,460,654 | 532.9M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,378,407 | 515.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| MidCap Fund Principal Funds, Inc | 2,085,068 | 430.4M $ | 1.71 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 1,762,456 | 381.7M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 1,740,867 | 377M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Income Fund JPMorgan Trust II | 1,677,480 | 363.3M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,671,300 | 362M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| Investment Co of America Investment Co of America | 1,638,600 | 354.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 1,544,255 | 352.4M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND | 1,427,605 | 325.8M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,448,948 | 313.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 1,442,802 | 297.8M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 1,160,747 | 251.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,080,329 | 246.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 854,008 | 185M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Fidelity Fund Fidelity Hastings Street Trust | 822,000 | 178M $ | 2.12 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 803,664 | 165.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Franklin Mutual Global Discovery Fund Franklin Mutual Series Funds | 756,577 | 163.9M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund | 749,756 | 154.7M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 677,973 | 154.7M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| AMCAP Fund AMCAP Fund | 552,201 | 126M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Fidelity Leveraged Company Stock Fund Fidelity Securities Fund | 610,300 | 126M $ | 3.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Contrafund K6 Fidelity Contrafund | 578,089 | 125.2M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Franklin Mutual Shares Fund Franklin Mutual Series Funds | 559,988 | 121.3M $ | 1.81 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 546,923 | 118.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 516,557 | 117.9M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 568,791 | 117.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 540,499 | 117.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 518,791 | 112.4M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 480,011 | 109.5M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 500,777 | 108.5M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC | 510,401 | 105.3M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| Brown Advisory Sustainable Growth Fund Brown Advisory Funds | 453,257 | 98.2M $ | 2.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 428,418 | 97.8M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 443,396 | 96M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 445,509 | 92M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 380,414 | 86.8M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Dodge & Cox Global Stock Fund Dodge & Cox Funds | 398,700 | 86.4M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 417,326 | 86.1M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Dodge & Cox Balanced Fund Dodge & Cox Funds | 396,100 | 85.8M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Research Fund JANUS INVESTMENT FUND | 378,528 | 82M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 347,079 | 75.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Capital Appreciation Fund JNL Series Trust | 346,672 | 75.1M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Disciplined Value Fund John Hancock Funds III | 326,701 | 70.8M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 323,203 | 70M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Equity Dividend Income Fund Fidelity Financial Trust | 305,600 | 69.7M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 316,431 | 68.5M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 320,580 | 66.2M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 302,570 | 65.5M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 301,810 | 65.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| New Economy Fund New Economy Fund | 283,828 | 64.8M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| American Mutual Fund American Mutual Fund | 311,308 | 64.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC | 281,121 | 64.2M $ | 1.32 % | as of Feb 28, 2026 · Original filing |
| Fidelity Capital and Income Fund Fidelity Summer Street Trust | 303,679 | 62.7M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Global Select Fund JANUS INVESTMENT FUND | 287,028 | 62.2M $ | 2.05 % | as of Mar 31, 2026 · Original filing |
| Blue Chip Fund Principal Funds, Inc | 270,484 | 61.7M $ | 0.73 % | as of Feb 28, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 292,392 | 60.3M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 264,278 | 60.3M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Fundamental Large Cap Core Fund John Hancock Investment Trust | 282,011 | 58.2M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 262,027 | 56.7M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 258,900 | 56.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 258,252 | 55.9M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 267,161 | 55.1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Mid Cap Growth Fund JPMorgan Trust II | 248,639 | 53.9M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 252,900 | 52.2M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | 239,552 | 51.9M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 238,875 | 51.7M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 236,297 | 51.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Select Insurance Portfolio Fidelity Select Portfolios | 217,100 | 49.5M $ | 7.38 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 239,000 | 49.3M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Premium Income Fund JPMorgan Trust IV | 224,263 | 48.6M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Capital Group Core Balanced ETF Capital Group Core Balanced ETF | 219,815 | 47.6M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 216,827 | 47M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Value Fund JPMorgan Trust I | 204,006 | 44.2M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 213,067 | 44M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Franklin Mutual Quest Fund Franklin Mutual Series Funds | 199,867 | 43.3M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 195,316 | 42.3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 203,568 | 42M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 194,746 | 40.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 181,652 | 39.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 181,197 | 39.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| FAM DIVIDEND FOCUS FUND Fenimore Asset Management Trust | 180,350 | 39.1M $ | 6.19 % | as of Mar 31, 2026 · Original filing |
| American Funds Global Insight Fund American Funds Global Insight Fund | 188,539 | 38.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | 171,220 | 37.1M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| Ultra Fund American Century Mutual Funds, Inc. | 177,000 | 36.5M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO Voya Investors Trust | 163,841 | 35.5M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 161,366 | 34.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Global Research Fund JANUS INVESTMENT FUND | 157,636 | 34.1M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 149,142 | 34M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 156,434 | 33.9M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Large-Cap Core Portfolio PACIFIC SELECT FUND | 154,873 | 33.5M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 154,034 | 33.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Franklin Mutual Shares VIP Fund Franklin Templeton Variable Insurance Products Trust | 153,632 | 33.3M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| BlackRock Large Cap Focus Value Fund, Inc. BlackRock Large Cap Focus Value Fund, Inc. | 153,270 | 33.2M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 150,701 | 32.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Gateway Fund Gateway Trust | 147,374 | 31.9M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| NVIT J.P. Morgan U.S. Equity Fund Nationwide Variable Insurance Trust | 146,788 | 31.8M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 138,348 | 31.6M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 144,762 | 31.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 151,555 | 31.3M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 143,069 | 31M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 135,430 | 30.9M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 132,654 | 30.3M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 139,948 | 28.9M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| Eagle Capital Select Equity ETF 2023 ETF Series Trust | 132,317 | 28.7M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV | 131,584 | 28.5M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 133,256 | 27.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 133,210 | 27.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC | 123,953 | 26.8M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 123,598 | 26.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 126,928 | 26.2M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| FAM VALUE FUND Fenimore Asset Management Trust | 119,200 | 25.8M $ | 1.52 % | as of Mar 31, 2026 · Original filing |
| Lord Abbett Fundamental Equity Fund LORD ABBETT SECURITIES TRUST | 124,442 | 25.7M $ | 1.16 % | as of Apr 30, 2026 · Original filing |
| Invesco Charter Fund AIM Equity Funds (Invesco Equity Funds) | 123,701 | 25.5M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| Penn Series Flexibly Managed Fund Penn Series Funds Inc | 117,447 | 25.4M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 116,755 | 25.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | 115,500 | 25M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| MFS Core Equity Fund MFS SERIES TRUST I | 107,154 | 24.5M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Stock Fund Fidelity Concord Street Trust | 118,384 | 24.4M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Strategic Income Fund Fidelity Advisor Series II | 112,100 | 24.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 110,161 | 23.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) | 110,078 | 23.8M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Artisan Mid Cap Fund Artisan Partners Funds Inc. | 103,016 | 22.3M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| JNL/WMC Balanced Fund JNL Series Trust | 94,702 | 20.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 94,640 | 20.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| First Trust WCM Focused Global Growth Fund First Trust Series Fund | 94,013 | 20.4M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions | 92,560 | 20M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 96,870 | 20M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 92,174 | 20M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust | 95,415 | 19.7M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 93,543 | 19.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 88,834 | 19.2M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 92,487 | 19.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Nomura Mid Cap Income Opportunities Fund IVY FUNDS | 85,321 | 18.5M $ | 2.56 % | as of Mar 31, 2026 · Original filing |
| Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II | 83,743 | 18.1M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust | 82,246 | 17.8M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 85,177 | 17.6M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 81,104 | 17.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 79,665 | 17.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 82,828 | 17.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 82,186 | 17M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 82,123 | 17M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| AB Concentrated Growth Fund AB CAP FUND, INC. | 78,121 | 16.9M $ | 3.34 % | as of Mar 31, 2026 · Original filing |
| CTIVP - Principal Large Cap Growth Fund Columbia Funds Variable Series Trust II | 75,393 | 16.3M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust | 75,000 | 16.2M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| AQR Large Cap Defensive Style Fund AQR Funds | 74,188 | 16.1M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Global Growth Fund AMERICAN FUNDS INSURANCE SERIES | 74,138 | 16.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| GLOBAL FRANCHISE PORTFOLIO MORGAN STANLEY INSTITUTIONAL FUND INC | 73,606 | 15.9M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 72,904 | 15.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 72,766 | 15.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 70,670 | 15.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 70,330 | 15.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 69,564 | 15.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 65,600 | 15M $ | 1.53 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 72,365 | 14.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 68,493 | 14.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| JNL/JPMorgan MidCap Growth Fund JNL Series Trust | 68,047 | 14.7M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 71,334 | 14.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST | 65,028 | 14.1M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 67,527 | 13.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 67,204 | 13.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV | 64,024 | 13.9M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 67,160 | 13.9M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| Invesco Main Street All Cap Fund AIM Equity Funds (Invesco Equity Funds) | 65,813 | 13.6M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 62,245 | 13.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 58,886 | 13.4M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 65,070 | 13.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST | 59,739 | 12.9M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 55,865 | 12.7M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 55,442 | 12.7M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust | 58,396 | 12.6M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 60,555 | 12.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 57,518 | 12.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 57,203 | 12.4M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 53,900 | 12.3M $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 56,781 | 12.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| AST Large-Cap Growth Portfolio Advanced Series Trust | 56,353 | 12.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Fidelity Disciplined Equity Fund Fidelity Capital Trust | 58,695 | 12.1M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 58,355 | 12M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 54,800 | 11.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC | 54,465 | 11.8M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Dearborn Partners Rising Dividend Fund Trust for Professional Managers | 51,586 | 11.8M $ | 2.08 % | as of Feb 28, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 53,228 | 11.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 55,528 | 11.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 52,693 | 11.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 55,000 | 11.4M $ | 1.81 % | as of Apr 30, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 54,109 | 11.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Capital and Income Fund Fidelity Advisor Series I | 54,012 | 11.1M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| Nationwide Fund Nationwide Mutual Funds | 53,766 | 11.1M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | 50,200 | 10.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |