Funds holding Baldwin Insurance Group Inc/The
213 funds declare a position · 40 ETFs and 173 other funds · 1B $· 4.5M SEK · US05589G1022
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 101 | BNY Mellon Mid Cap Multi-Strategy Fund BNY MELLON FUNDS TRUST | 34,909 | 810.9K $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| 102 | RBC SMID Cap Growth Fund RBC Funds Trust | 35,060 | 769.2K $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| 103 | STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 33,505 | 735.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 104 | John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 32,398 | 710.8K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 105 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 31,550 | 692.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 106 | Harbor Human Capital Factor US Small Cap ETF Harbor ETF Trust | 29,632 | 673.2K $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| 107 | MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 30,295 | 664.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 108 | Small Cap Index Fund VALIC Co I | 28,119 | 653.2K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 109 | Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 27,468 | 638.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 110 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 27,521 | 625.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 111 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 28,281 | 620.5K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 112 | iShares Russell 3000 ETF iShares Trust | 25,689 | 563.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 113 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 24,943 | 547.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 114 | Fidelity Disruptive Finance ETF Fidelity Covington Trust | 22,152 | 514.6K $ | 1.26 % | as of Feb 28, 2026 · Original filing |
| 115 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 21,412 | 486.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 116 | Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 19,023 | 432.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 117 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 18,890 | 414.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 118 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 18,215 | 399.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 119 | Small Company Value Trust John Hancock Variable Insurance Trust | 17,727 | 388.9K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 120 | Small Cap Index Trust John Hancock Variable Insurance Trust | 17,396 | 381.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 121 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 15,369 | 349.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 122 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 15,596 | 342.2K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 123 | VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc | 15,381 | 337.5K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 124 | iShares Morningstar Small-Cap Growth ETF iShares Trust | 14,713 | 334.3K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 125 | Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 13,527 | 307.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 126 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 13,392 | 293.8K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 127 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 12,931 | 283.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 128 | T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 12,751 | 279.8K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 129 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 12,037 | 273.5K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 130 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 11,765 | 267.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 131 | Fidelity Small Cap Stock K6 Fund Fidelity Concord Street Trust | 11,645 | 264.6K $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| 132 | Penn Series Small Cap Growth Fund Penn Series Funds Inc | 11,825 | 259.4K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| 133 | BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 11,633 | 255.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 134 | SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,800 | 250.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 135 | T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 11,278 | 247.4K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 136 | Victory Extended Market Index Fund Victory Portfolios III | 10,829 | 246K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 137 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 11,200 | 245.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 138 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 10,423 | 236.8K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 139 | iShares Morningstar Small-Cap Value ETF iShares Trust | 9,946 | 226K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 140 | Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 10,117 | 222K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 141 | MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND | 9,912 | 217.5K $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 142 | Baron Financials ETF Baron ETF Trust | 9,865 | 216.4K $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| 143 | Diversified Equity Master Portfolio Master Investment Portfolio | 9,729 | 213.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 144 | Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 8,844 | 200.9K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 145 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 8,752 | 198.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 146 | Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust | 8,887 | 195K $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| 147 | Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II | 7,808 | 177.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 148 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 7,566 | 171.9K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 149 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 7,834 | 171.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 150 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 7,207 | 158.1K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 151 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 7,105 | 155.9K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| 152 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 6,673 | 146.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 153 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 6,395 | 145.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 154 | iShares MSCI World Small-Cap ETF iShares Trust | 6,212 | 144.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 155 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 6,123 | 139.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 156 | SmallCap Growth Fund I Principal Funds, Inc | 6,018 | 136.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 157 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,800 | 134.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 158 | Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC | 5,864 | 128.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 159 | Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 5,465 | 124.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 160 | Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 5,011 | 116.4K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 161 | First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 4,868 | 110.6K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 162 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 4,795 | 105.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 163 | ProShares Ultra Russell2000 ProShares Trust | 4,420 | 102.7K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 164 | ProShares UltraPro Russell2000 ProShares Trust | 4,402 | 102.3K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 165 | U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,425 | 100.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 166 | MetLife Small Company Equity Fund ADVISORS' INNER CIRCLE III | 4,577 | 100.4K $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| 167 | iShares Morningstar Small-Cap ETF iShares Trust | 4,111 | 93.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 168 | American Century Small Cap Value Insights ETF American Century ETF Trust | 3,825 | 88.9K $ | 1.01 % | as of Feb 28, 2026 · Original filing |
| 169 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 3,696 | 84K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 170 | State Street Small-Cap Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 3,825 | 83.9K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| 171 | ProShares Russell 2000 High Income ETF ProShares Trust | 3,093 | 71.9K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 172 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 3,130 | 68.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 173 | AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc | 3,101 | 68K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 174 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 3,055 | 67K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 175 | Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 2,867 | 66.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 176 | BNY Mellon US Small Cap Core Equity ETF BNY Mellon ETF Trust | 2,818 | 64K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 177 | Penn Series Small Cap Index Fund Penn Series Funds Inc | 2,600 | 57K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 178 | State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 2,274 | 49.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 179 | LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,221 | 48.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 180 | Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 1,900 | 41.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 181 | American Century Small Cap Growth Insights ETF American Century ETF Trust | 1,701 | 39.5K $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| 182 | LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 1,800 | 39.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 183 | Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,689 | 39.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 184 | VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,711 | 37.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 185 | Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust | 1,597 | 36.3K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 186 | AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 1,546 | 33.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 187 | TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 1,510 | 33.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 188 | Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 1,458 | 33.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 189 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 1,368 | 31.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 190 | Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 1,311 | 29.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 191 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 1,179 | 25.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 192 | Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,153 | 25.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 193 | ULTRA SMALL CAP PROFUND ProFunds | 1,079 | 24.5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 194 | Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 891 | 19.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 195 | Avantis Total Equity Markets ETF American Century ETF Trust | 510 | 11.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 196 | Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 469 | 10.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 197 | Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 438 | 10K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 198 | Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 405 | 9.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 199 | State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 401 | 8.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 200 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 347 | 7.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
210 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| FMR LLC | 13,954,062 | 306.2M $ | as of Mar 31, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6,794,492 | 149.1M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 6,651,300 | 145.9M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 3,918,087 | 86M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 2,710,068 | 59.5M $ | as of Mar 31, 2026 |
| WESTWOOD HOLDINGS GROUP INC | 2,577,196 | 56.5M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 2,473,254 | 54.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 2,151,033 | 47.2M $ | as of Mar 31, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,979,883 | 43.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,803,207 | 39.6M $ | as of Mar 31, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,717,538 | 37.7M $ | as of Mar 31, 2026 |
| Capital International Investors | 1,643,557 | 36.1M $ | as of Mar 31, 2026 |
| NOMURA HOLDINGS INC | 1,543,018 | 33.9M $ | as of Mar 31, 2026 |
| Capital Research Global Investors | 1,542,849 | 33.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,333,871 | 29.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,266,825 | 27.8M $ | as of Mar 31, 2026 |
| Artisan Partners Limited Partnership | 1,217,970 | 26.7M $ | as of Mar 31, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 1,102,452 | 24.2M $ | as of Mar 31, 2026 |
| Fiera Capital Corp | 1,043,772 | 22.9M $ | as of Mar 31, 2026 |
| Champlain Investment Partners, LLC | 1,034,260 | 22.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 1,028,729 | 22.6M $ | as of Mar 31, 2026 |
| MetLife Investment Management, LLC | 937,693 | 20.6M $ | as of Mar 31, 2026 |
| JANUS HENDERSON GROUP PLC | 881,885 | 19.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 848,407 | 18.6M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 778,281 | 17.1M $ | as of Mar 31, 2026 |