Titelia

Funds holding Birkenstock Holding Plc

248 funds declare a position · 45 ETFs and 203 other funds · 1.4B $ · JE00BS44BN30

Each line carries its report date. The 200 largest lines are shown.

FundSharesValueWeight
T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. 4,452,300159.5M $0.71 %as of Mar 31, 2026 · Original filing
Baron Partners Fund BARON SELECT FUNDS 3,490,000125M $1.21 %as of Mar 31, 2026 · Original filing
Baron Focused Growth Fund BARON SELECT FUNDS 3,275,500117.4M $3.04 %as of Mar 31, 2026 · Original filing
MFS Mid Cap Value Fund MFS SERIES TRUST XI 1,595,13257.2M $0.36 %as of Mar 31, 2026 · Original filing
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 1,118,99940.1M $0.50 %as of Mar 31, 2026 · Original filing
Fidelity Value Fund Fidelity Capital Trust 986,17538.2M $0.39 %as of Apr 30, 2026 · Original filing
Harbor Small Cap Growth Fund HARBOR FUNDS 907,05435.1M $1.36 %as of Apr 30, 2026 · Original filing
Small Cap Value Fund American Century Capital Portfolios, Inc. 895,00032.1M $1.01 %as of Mar 31, 2026 · Original filing
International Advantage Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 887,01831.8M $1.49 %as of Mar 31, 2026 · Original filing
BARON DISCOVERY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 850,00030.5M $1.86 %as of Mar 31, 2026 · Original filing
VIP Mid Cap Portfolio Variable Insurance Products Fund III 844,80030.3M $0.38 %as of Mar 31, 2026 · Original filing
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 777,22530.1M $0.19 %as of Apr 30, 2026 · Original filing
JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust 762,90527.3M $0.68 %as of Mar 31, 2026 · Original filing
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 647,50027M $0.01 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 652,39225.3M $0.18 %as of Apr 30, 2026 · Original filing
T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. 683,70124.5M $0.19 %as of Mar 31, 2026 · Original filing
Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust 616,67723.9M $0.27 %as of Apr 30, 2026 · Original filing
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 609,05921.8M $0.50 %as of Mar 31, 2026 · Original filing
BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 591,06921.2M $0.64 %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. 558,85420M $0.24 %as of Mar 31, 2026 · Original filing
T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Equity Funds, Inc. 537,89519.3M $0.70 %as of Mar 31, 2026 · Original filing
Federated Hermes Kaufmann Fund Federated Hermes Equity Funds 471,80018.3M $0.39 %as of Apr 30, 2026 · Original filing
MFS New Discovery Fund MFS SERIES TRUST I 427,50117.8M $0.85 %as of Feb 28, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 393,04315.2M $0.08 %as of Apr 30, 2026 · Original filing
Select Retailing Portfolio Fidelity Select Portfolios 362,50015.1M $0.62 %as of Feb 28, 2026 · Original filing
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 381,19714.8M $0.08 %as of Apr 30, 2026 · Original filing
MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS 406,80114.6M $0.53 %as of Mar 31, 2026 · Original filing
Principal Capital Appreciation Fund Principal Funds, Inc 374,41614.5M $0.28 %as of Apr 30, 2026 · Original filing
MFS Core Equity Fund MFS SERIES TRUST I 340,81414.2M $0.22 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 355,17813.8M $0.10 %as of Apr 30, 2026 · Original filing
Empower T. Rowe Price Mid Cap Growth Fund EMPOWER FUNDS, INC. 378,87113.6M $0.71 %as of Mar 31, 2026 · Original filing
Fidelity Balanced Fund Fidelity Puritan Trust 305,60012.7M $0.02 %as of Feb 28, 2026 · Original filing
Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds 328,50012.7M $0.44 %as of Apr 30, 2026 · Original filing
Artisan Small Cap Fund Artisan Partners Funds Inc. 316,86111.4M $1.28 %as of Mar 31, 2026 · Original filing
William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS 309,30011.1M $0.98 %as of Mar 31, 2026 · Original filing
Victory Pioneer Select Mid Cap Growth Fund Victory Portfolios IV 243,74810.2M $0.60 %as of Feb 28, 2026 · Original filing
VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS 275,5009.9M $0.07 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 253,3809.8M $0.02 %as of Apr 30, 2026 · Original filing
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 228,1009.5M $0.41 %as of Feb 28, 2026 · Original filing
International Opportunity Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC 232,3098.3M $1.35 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 189,2067.3M $0.02 %as of Apr 30, 2026 · Original filing
T. Rowe Price Mid Cap Growth Portfolio Brighthouse Funds Trust I 201,7987.2M $0.68 %as of Mar 31, 2026 · Original filing
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 192,7006.9M $0.03 %as of Mar 31, 2026 · Original filing
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 187,2886.7M $0.07 %as of Mar 31, 2026 · Original filing
JNL/MFS Mid Cap Value Fund JNL Series Trust 185,0646.6M $0.36 %as of Mar 31, 2026 · Original filing
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 177,6006.4M $0.38 %as of Mar 31, 2026 · Original filing
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 159,1506.2M $0.01 %as of Apr 30, 2026 · Original filing
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 152,8005.9M $0.11 %as of Apr 30, 2026 · Original filing
iShares Russell Mid-Cap ETF iShares Trust 164,0245.9M $0.01 %as of Mar 31, 2026 · Original filing
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 139,3615.8M $0.01 %as of Feb 28, 2026 · Original filing
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 161,5165.8M $0.29 %as of Mar 31, 2026 · Original filing
MFS New Discovery Series MFS VARIABLE INSURANCE TRUST 154,2255.5M $0.78 %as of Mar 31, 2026 · Original filing
Putnam Sustainable Future Fund Putnam Investment Funds 137,4005.3M $1.63 %as of Apr 30, 2026 · Original filing
International Growth Fund VALIC Co I 123,3955.1M $1.43 %as of Feb 28, 2026 · Original filing
Baron First Principles ETF Baron ETF Trust 140,7085M $1.81 %as of Mar 31, 2026 · Original filing
PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds 109,2004.2M $0.06 %as of Apr 30, 2026 · Original filing
Buffalo Mid Cap Discovery Fund Buffalo Funds 115,6004.1M $1.23 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 106,6854.1M $0.03 %as of Apr 30, 2026 · Original filing
PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds 104,7004.1M $0.07 %as of Apr 30, 2026 · Original filing
Dimensional US Small Cap Value ETF Dimensional ETF Trust 100,7843.9M $0.05 %as of Apr 30, 2026 · Original filing
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 100,2233.9M $0.28 %as of Apr 30, 2026 · Original filing
PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds 85,9003.3M $0.08 %as of Apr 30, 2026 · Original filing
iShares Russell Mid-Cap Growth ETF iShares Trust 86,1223.1M $0.02 %as of Mar 31, 2026 · Original filing
T. Rowe Price Mid-Cap Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. 84,3143M $0.70 %as of Mar 31, 2026 · Original filing
First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 77,9173M $1.14 %as of Apr 30, 2026 · Original filing
Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust 72,0043M $0.00 %as of Feb 28, 2026 · Original filing
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 80,7002.9M $0.07 %as of Mar 31, 2026 · Original filing
Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds 74,1202.9M $0.15 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF SPDR INDEX SHARES FUNDS 78,6602.8M $0.01 %as of Mar 31, 2026 · Original filing
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 75,7962.7M $0.26 %as of Mar 31, 2026 · Original filing
iShares Russell 1000 Value ETF iShares Trust 69,1152.5M $0.00 %as of Mar 31, 2026 · Original filing
MML Mid Cap Growth Fund MML SERIES INVESTMENT FUND 67,6092.4M $0.69 %as of Mar 31, 2026 · Original filing
William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS 62,3132.2M $0.99 %as of Mar 31, 2026 · Original filing
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 58,2642.1M $0.35 %as of Mar 31, 2026 · Original filing
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 49,4472.1M $0.28 %as of Feb 28, 2026 · Original filing
iShares Russell 1000 Growth ETF iShares Trust 51,8191.9M $0.00 %as of Mar 31, 2026 · Original filing
DWS Large Cap Focus Growth Fund DEUTSCHE DWS INVESTMENT TRUST 46,7981.8M $0.46 %as of Apr 30, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 46,4011.8M $0.00 %as of Apr 30, 2026 · Original filing
VIP Balanced Portfolio Variable Insurance Products Fund III 48,6001.7M $0.02 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 43,6621.7M $0.29 %as of Apr 30, 2026 · Original filing
DWS International Opportunities Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. 40,4281.7M $0.34 %as of Feb 28, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 42,7791.7M $0.02 %as of Apr 30, 2026 · Original filing
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 39,6641.7M $0.04 %as of Feb 28, 2026 · Original filing
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 45,1081.6M $0.05 %as of Mar 31, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 41,1581.6M $0.03 %as of Apr 30, 2026 · Original filing
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 41,0751.6M $0.19 %as of Apr 30, 2026 · Original filing
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 43,9241.6M $0.25 %as of Mar 31, 2026 · Original filing
iShares Russell Mid-Cap Value ETF iShares Trust 43,1671.5M $0.01 %as of Mar 31, 2026 · Original filing
VIP Stock Selector Portfolio Variable Insurance Products Fund 42,2001.5M $0.03 %as of Mar 31, 2026 · Original filing
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 38,2391.5M $0.00 %as of Apr 30, 2026 · Original filing
Goldman Sachs Large Cap Growth Insights Fund Goldman Sachs Trust 38,1651.5M $0.09 %as of Apr 30, 2026 · Original filing
Fidelity Advisor Value Fund Fidelity Advisor Series I 38,0441.5M $0.39 %as of Apr 30, 2026 · Original filing
Buffalo Mid Cap Growth Fund Buffalo Funds 40,0001.4M $1.31 %as of Mar 31, 2026 · Original filing
Adara Smaller Companies Fund RBB Fund, Inc. 34,1931.4M $0.19 %as of Feb 28, 2026 · Original filing
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 38,7621.4M $0.10 %as of Mar 31, 2026 · Original filing
iMGP International Fund LITMAN GREGORY FUNDS TRUST 38,2731.4M $1.19 %as of Mar 31, 2026 · Original filing
iShares Russell 1000 ETF iShares Trust 37,7971.4M $0.00 %as of Mar 31, 2026 · Original filing
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 37,0721.3M $0.03 %as of Mar 31, 2026 · Original filing
Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust 33,3771.3M $0.12 %as of Apr 30, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 31,7891.2M $0.04 %as of Apr 30, 2026 · Original filing
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 31,4711.2M $0.35 %as of Apr 30, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 31,4501.2M $0.01 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 26,8251.1M $0.00 %as of Feb 28, 2026 · Original filing
Carillon Chartwell Small Cap Fund Carillon Series Trust 29,9141.1M $0.57 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 26,4131M $0.00 %as of Apr 30, 2026 · Original filing
Dunham Small Cap Growth Fund Dunham Funds 25,039970K $1.13 %as of Apr 30, 2026 · Original filing
Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust 25,033969.8K $0.14 %as of Apr 30, 2026 · Original filing
Nuveen Small/Mid Cap Value Fund Nuveen Investment Trust 26,878963K $0.87 %as of Mar 31, 2026 · Original filing
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 26,200938.7K $0.07 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 21,801908K $0.00 %as of Feb 28, 2026 · Original filing
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 23,903856.4K $0.32 %as of Mar 31, 2026 · Original filing
Large Cap Index Master Portfolio Master Investment Portfolio 22,116792.4K $0.00 %as of Mar 31, 2026 · Original filing
Renaissance IPO ETF RENAISSANCE CAPITAL GREENWICH FUNDS 20,420731.6K $0.61 %as of Mar 31, 2026 · Original filing
Carillon Chartwell Small Cap Growth Fund Carillon Series Trust 19,850711.2K $0.55 %as of Mar 31, 2026 · Original filing
SMALL CAP EQUITY FUND GuideStone Funds 19,843711K $0.09 %as of Mar 31, 2026 · Original filing
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 18,314709.5K $0.00 %as of Apr 30, 2026 · Original filing
Principal Capital Appreciation Account Principal Variable Contract Funds, Inc 19,669704.7K $0.30 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 17,852691.6K $0.02 %as of Apr 30, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 18,842675.1K $0.09 %as of Mar 31, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 18,500662.9K $0.03 %as of Mar 31, 2026 · Original filing
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 16,927655.8K $0.01 %as of Apr 30, 2026 · Original filing
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 18,174651.2K $0.00 %as of Mar 31, 2026 · Original filing
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 14,893620.3K $0.03 %as of Feb 28, 2026 · Original filing
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 16,722599.1K $0.38 %as of Mar 31, 2026 · Original filing
VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc 16,700598.4K $0.07 %as of Mar 31, 2026 · Original filing
Frost Growth Equity Fund Frost Family of Funds 15,246590.6K $0.27 %as of Apr 30, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 15,002581.2K $0.02 %as of Apr 30, 2026 · Original filing
iShares Russell 2500 ETF iShares Trust 15,945571.3K $0.02 %as of Mar 31, 2026 · Original filing
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 15,724563.4K $0.02 %as of Mar 31, 2026 · Original filing
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 15,356550.2K $1.04 %as of Mar 31, 2026 · Original filing
Victory Pioneer Select Mid Cap Growth VCT Portfolio Victory Variable Insurance Funds II 15,261546.8K $0.56 %as of Mar 31, 2026 · Original filing
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 13,078544.7K $0.00 %as of Feb 28, 2026 · Original filing
MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II 15,119541.7K $0.20 %as of Mar 31, 2026 · Original filing
WCM Focused International Opportunities Fund INVESTMENT MANAGERS SERIES TRUST 15,114541.5K $1.01 %as of Mar 31, 2026 · Original filing
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 15,060539.6K $0.12 %as of Mar 31, 2026 · Original filing
Buffalo Blue Chip Growth Fund Buffalo Funds 14,925534.8K $0.34 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 13,447520.9K $0.00 %as of Apr 30, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 14,141506.7K $0.00 %as of Mar 31, 2026 · Original filing
PL Growth and Income ETF Collaborative Investment Series Trust 13,733492.1K $0.83 %as of Mar 31, 2026 · Original filing
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 12,682491.3K $0.02 %as of Apr 30, 2026 · Original filing
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 13,300476.5K $0.03 %as of Mar 31, 2026 · Original filing
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 12,179471.8K $0.00 %as of Apr 30, 2026 · Original filing
Fidelity Balanced K6 Fund Fidelity Puritan Trust 11,095462.1K $0.02 %as of Feb 28, 2026 · Original filing
Federated Hermes Kaufmann Fund II Federated Hermes Insurance Series 12,648453.2K $0.48 %as of Mar 31, 2026 · Original filing
Putnam VT Sustainable Future Fund Putnam Variable Trust 11,676418.4K $1.60 %as of Mar 31, 2026 · Original filing
Guardian All Cap Core VIP Fund Guardian Variable Products Trust 11,653417.5K $0.20 %as of Mar 31, 2026 · Original filing
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 11,554414K $0.06 %as of Mar 31, 2026 · Original filing
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 9,860410.7K $0.10 %as of Feb 28, 2026 · Original filing
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 9,830409.4K $0.02 %as of Feb 28, 2026 · Original filing
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 10,537408.2K $0.00 %as of Apr 30, 2026 · Original filing
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 9,434392.9K $0.05 %as of Feb 28, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 10,643381.3K $0.02 %as of Mar 31, 2026 · Original filing
Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust 8,571357K $0.00 %as of Feb 28, 2026 · Original filing
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 9,052350.7K $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 8,356348K $0.00 %as of Feb 28, 2026 · Original filing
iShares Russell Mid-Cap Index Fund BlackRock Funds 8,930345.9K $0.01 %as of Apr 30, 2026 · Original filing
iShares U.S. Consumer Discretionary ETF iShares Trust 8,496329.1K $0.03 %as of Apr 30, 2026 · Original filing
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 8,264320.1K $0.05 %as of Apr 30, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,600316.5K $0.03 %as of Feb 28, 2026 · Original filing
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 8,132315K $0.01 %as of Apr 30, 2026 · Original filing
Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust 7,500312.4K $0.00 %as of Feb 28, 2026 · Original filing
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 8,232295K $0.16 %as of Mar 31, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 7,337284.2K $0.02 %as of Apr 30, 2026 · Original filing
MFS Active Mid Cap ETF MFS Active Exchange Traded Funds Trust 6,648276.9K $0.82 %as of Feb 28, 2026 · Original filing
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 5,931247K $0.01 %as of Feb 28, 2026 · Original filing
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 6,668238.9K $0.00 %as of Mar 31, 2026 · Original filing
LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6,385228.8K $0.03 %as of Mar 31, 2026 · Original filing
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 6,085218K $0.12 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 4,433184.6K $0.00 %as of Feb 28, 2026 · Original filing
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 5,112183.2K $0.01 %as of Mar 31, 2026 · Original filing
Dimensional US Vector Equity ETF Dimensional ETF Trust 4,426171.5K $0.04 %as of Apr 30, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,507161.5K $0.01 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,349155.8K $0.02 %as of Mar 31, 2026 · Original filing
iShares Total U.S. Stock Market Index Fund BlackRock Funds 3,587139K $0.00 %as of Apr 30, 2026 · Original filing
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,773135.2K $0.01 %as of Mar 31, 2026 · Original filing
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 3,058127.4K $0.02 %as of Feb 28, 2026 · Original filing
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,535126.7K $0.03 %as of Mar 31, 2026 · Original filing
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 3,441123.3K $0.01 %as of Mar 31, 2026 · Original filing
MFS Global Alternative Strategy Fund MFS Series Trust XV 3,077119.2K $0.06 %as of Apr 30, 2026 · Original filing
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 2,860110.8K $0.00 %as of Apr 30, 2026 · Original filing
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 2,731105.8K $0.02 %as of Apr 30, 2026 · Original filing
Total Stock Market Index Trust John Hancock Variable Insurance Trust 2,905104.1K $0.01 %as of Mar 31, 2026 · Original filing
Putnam Sustainable Future ETF Putnam ETF Trust 2,34997.8K $1.74 %as of Feb 27, 2026 · Original filing
T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. 2,10087.5K $0.01 %as of Feb 28, 2026 · Original filing
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 2,42586.9K $0.00 %as of Mar 31, 2026 · Original filing
iShares U.S. Industry Rotation Active ETF BlackRock ETF Trust 2,21485.8K $0.28 %as of Apr 30, 2026 · Original filing
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 1,97582.3K $0.00 %as of Feb 28, 2026 · Original filing
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,23680.1K $0.00 %as of Mar 31, 2026 · Original filing
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,87077.9K $0.00 %as of Feb 28, 2026 · Original filing
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,15277.1K $0.01 %as of Mar 31, 2026 · Original filing
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,14576.9K $0.01 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 1,74772.8K $0.00 %as of Feb 28, 2026 · Original filing
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,02172.4K $0.01 %as of Mar 31, 2026 · Original filing
DWS International Opportunities VIP DEUTSCHE DWS VARIABLE SERIES II 1,81565K $0.31 %as of Mar 31, 2026 · Original filing
New Covenant Growth Fund NEW COVENANT FUNDS 1,80064.5K $0.01 %as of Mar 31, 2026 · Original filing
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 1,65659.3K $0.02 %as of Mar 31, 2026 · Original filing
T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. 1,62058K $0.03 %as of Mar 31, 2026 · Original filing
Bridge Builder Large Cap Value Fund Bridge Builder Trust 1,60157.4K $0.00 %as of Mar 31, 2026 · Original filing
SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST 1,31947.3K $0.03 %as of Mar 31, 2026 · Original filing
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 1,11646.5K $0.00 %as of Feb 28, 2026 · Original filing