Titelia

Funds holding BOK Financial Corp

262 funds declare a position · 80 ETFs and 182 other funds · 1.2B $ · US05561Q2012

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

FundSharesValueWeight
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 577,06173.9M $0.00 %as of Mar 31, 2026 · Original filing
Ariel Fund Ariel Investment Trust 513,59365.8M $2.57 %as of Mar 31, 2026 · Original filing
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 450,62460.3M $0.38 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 429,64955M $1.48 %as of Mar 31, 2026 · Original filing
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 419,95353.8M $0.03 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 350,98547M $0.34 %as of Apr 30, 2026 · Original filing
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 339,85245.5M $0.24 %as of Apr 30, 2026 · Original filing
Dimensional US Small Cap Value ETF Dimensional ETF Trust 256,62134.3M $0.46 %as of Apr 30, 2026 · Original filing
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 267,34334.2M $0.06 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Value Fund Fidelity Securities Fund 236,90931.7M $0.62 %as of Apr 30, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 234,75731.4M $0.17 %as of Apr 30, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 236,50630.3M $0.04 %as of Mar 31, 2026 · Original filing
Fidelity Balanced Fund Fidelity Puritan Trust 226,90028.5M $0.05 %as of Feb 28, 2026 · Original filing
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 209,63126.8M $0.27 %as of Mar 31, 2026 · Original filing
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 211,15026.5M $0.01 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 172,03623M $0.16 %as of Apr 30, 2026 · Original filing
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 166,50021.3M $0.68 %as of Mar 31, 2026 · Original filing
Ariel Appreciation Fund Ariel Investment Trust 156,22620M $2.29 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 129,15117.3M $0.04 %as of Apr 30, 2026 · Original filing
Select Banking Portfolio Fidelity Select Portfolios 128,10016.1M $3.55 %as of Feb 28, 2026 · Original filing
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 119,01915.9M $0.01 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 116,31915.6M $0.04 %as of Apr 30, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 114,50414.4M $0.04 %as of Feb 28, 2026 · Original filing
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 104,30013.4M $0.07 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 101,63513M $1.01 %as of Mar 31, 2026 · Original filing
Select Financials Portfolio Fidelity Select Portfolios 95,40012M $1.22 %as of Feb 28, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 81,41410.9M $0.03 %as of Apr 30, 2026 · Original filing
Victory Integrity Small-Cap Value Fund Victory Portfolios 83,35010.7M $1.04 %as of Mar 31, 2026 · Original filing
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 74,1919.9M $0.01 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 74,5789.6M $0.26 %as of Mar 31, 2026 · Original filing
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 69,2249.3M $0.02 %as of Apr 30, 2026 · Original filing
iShares Russell Mid-Cap ETF iShares Trust 71,2899.1M $0.02 %as of Mar 31, 2026 · Original filing
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 71,5219M $0.09 %as of Feb 28, 2026 · Original filing
VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS 63,2077.9M $0.66 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 58,0057.8M $0.05 %as of Apr 30, 2026 · Original filing
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 59,9077.5M $0.06 %as of Feb 28, 2026 · Original filing
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 56,1437.2M $0.51 %as of Mar 31, 2026 · Original filing
First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 49,7796.7M $0.62 %as of Apr 30, 2026 · Original filing
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 48,9006.5M $1.04 %as of Apr 30, 2026 · Original filing
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 47,3666.3M $0.39 %as of Apr 30, 2026 · Original filing
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 44,6676M $0.46 %as of Apr 30, 2026 · Original filing
iShares Core Dividend Growth ETF iShares Trust 43,8765.9M $0.01 %as of Apr 30, 2026 · Original filing
iShares Russell 1000 Value ETF iShares Trust 42,9045.5M $0.01 %as of Mar 31, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 41,4945.2M $0.00 %as of Feb 28, 2026 · Original filing
Royce Small-Cap Fund ROYCE FUND 40,2365.2M $0.28 %as of Mar 31, 2026 · Original filing
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 38,4704.9M $0.02 %as of Mar 31, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 36,7294.9M $0.17 %as of Apr 30, 2026 · Original filing
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 36,6924.9M $0.99 %as of Apr 30, 2026 · Original filing
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 37,7744.8M $0.69 %as of Mar 31, 2026 · Original filing
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 38,0804.8M $0.02 %as of Feb 28, 2026 · Original filing
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 37,2314.7M $0.03 %as of Feb 28, 2026 · Original filing
Ariel Focus Fund Ariel Investment Trust 34,5424.4M $5.44 %as of Mar 31, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 32,8554.1M $0.00 %as of Feb 28, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 30,3693.9M $0.00 %as of Mar 31, 2026 · Original filing
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 27,0033.6M $0.08 %as of Apr 30, 2026 · Original filing
VIP Financials Portfolio Variable Insurance Products Fund IV 27,5453.5M $1.30 %as of Mar 31, 2026 · Original filing
Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust 25,7003.4M $0.06 %as of Apr 30, 2026 · Original filing
iShares Russell Mid-Cap Value ETF iShares Trust 26,7763.4M $0.02 %as of Mar 31, 2026 · Original filing
BlackRock Advantage Small Cap Core Fund BlackRock Funds 27,0043.4M $0.07 %as of Feb 27, 2026 · Original filing
VIP Balanced Portfolio Variable Insurance Products Fund III 26,2003.4M $0.04 %as of Mar 31, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 25,0173.3M $0.06 %as of Apr 30, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 24,0653.2M $0.01 %as of Apr 30, 2026 · Original filing
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 24,4273.1M $0.97 %as of Mar 31, 2026 · Original filing
VIP Stock Selector Portfolio Variable Insurance Products Fund 23,0002.9M $0.07 %as of Mar 31, 2026 · Original filing
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 23,1522.9M $0.00 %as of Feb 28, 2026 · Original filing
iShares U.S. Regional Banks ETF iShares Trust 22,4732.9M $0.51 %as of Mar 31, 2026 · Original filing
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 21,1962.8M $0.33 %as of Apr 30, 2026 · Original filing
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 18,3992.4M $0.05 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 17,4842.3M $0.03 %as of Apr 30, 2026 · Original filing
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 16,6452.2M $0.09 %as of Apr 30, 2026 · Original filing
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 16,1342.2M $0.26 %as of Apr 30, 2026 · Original filing
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 17,1662.2M $0.02 %as of Feb 28, 2026 · Original filing
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 15,7342.1M $0.00 %as of Apr 30, 2026 · Original filing
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 16,6002.1M $0.00 %as of Feb 28, 2026 · Original filing
iShares Russell 1000 ETF iShares Trust 16,1102.1M $0.00 %as of Mar 31, 2026 · Original filing
AQR Style Premia Alternative Fund AQR Funds 15,1981.9M $0.09 %as of Mar 31, 2026 · Original filing
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 14,1761.9M $0.14 %as of Apr 30, 2026 · Original filing
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,8941.9M $0.31 %as of Apr 30, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 13,5631.8M $0.02 %as of Apr 30, 2026 · Original filing
Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND 13,0001.7M $2.50 %as of Apr 30, 2026 · Original filing
Victory Small Cap Stock Fund Victory Portfolios III 13,0001.7M $0.19 %as of Apr 30, 2026 · Original filing
WisdomTree U.S. MidCap Fund WisdomTree Trust 13,5601.7M $0.21 %as of Mar 31, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 12,9201.7M $0.00 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 13,0671.6M $0.01 %as of Feb 28, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 12,7921.6M $0.00 %as of Feb 28, 2026 · Original filing
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 12,4581.6M $0.05 %as of Mar 31, 2026 · Original filing
AQR Large Cap Multi-Style Fund AQR Funds 11,6511.5M $0.13 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. Multifactor Fund WisdomTree Trust 11,6101.5M $0.42 %as of Mar 31, 2026 · Original filing
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 11,6331.5M $0.01 %as of Feb 28, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 10,9021.5M $0.00 %as of Apr 30, 2026 · Original filing
iShares U.S. Financials ETF iShares Trust 10,3021.4M $0.04 %as of Apr 30, 2026 · Original filing
Reinhart Mid Cap PMV Fund Managed Portfolio Series 10,9211.4M $1.47 %as of Feb 28, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 10,2501.3M $0.00 %as of Mar 31, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 10,1781.3M $0.18 %as of Mar 31, 2026 · Original filing
John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust 8,8991.1M $0.17 %as of Mar 31, 2026 · Original filing
Large Cap Index Master Portfolio Master Investment Portfolio 8,8641.1M $0.00 %as of Mar 31, 2026 · Original filing
Cambiar SMID Fund ADVISORS' INNER CIRCLE FUND 8,4051.1M $2.48 %as of Apr 30, 2026 · Original filing
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 8,2441.1M $0.05 %as of Apr 30, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 8,6061.1M $0.00 %as of Mar 31, 2026 · Original filing
Small Cap Special Values Fund VALIC Co I 8,6921.1M $0.62 %as of Feb 28, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,1561.1M $0.05 %as of Apr 30, 2026 · Original filing
Fidelity Balanced K6 Fund Fidelity Puritan Trust 8,3631.1M $0.05 %as of Feb 28, 2026 · Original filing
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 7,5991M $0.01 %as of Apr 30, 2026 · Original filing
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 7,418992.5K $0.04 %as of Apr 30, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 7,708987.1K $0.04 %as of Mar 31, 2026 · Original filing
Schwab 1000 Index Fund SCHWAB INVESTMENTS 7,076946.7K $0.00 %as of Apr 30, 2026 · Original filing
PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST 6,950929.8K $0.35 %as of Apr 30, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 7,189920.6K $0.05 %as of Mar 31, 2026 · Original filing
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 7,100909.2K $0.06 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 6,722899.3K $0.00 %as of Apr 30, 2026 · Original filing
iShares Russell 2500 ETF iShares Trust 6,937888.4K $0.03 %as of Mar 31, 2026 · Original filing
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 6,542875.3K $0.01 %as of Apr 30, 2026 · Original filing
iShares U.S. Financial Services ETF iShares Trust 6,349849.4K $0.04 %as of Apr 30, 2026 · Original filing
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 6,524835.5K $0.01 %as of Mar 31, 2026 · Original filing
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 6,187827.8K $0.01 %as of Apr 30, 2026 · Original filing
THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO 6,114818K $0.00 %as of Apr 30, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 6,126784.5K $0.00 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 6,207780.3K $0.01 %as of Feb 28, 2026 · Original filing
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 5,615751.2K $0.03 %as of Apr 30, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,728733.5K $0.04 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 5,231699.9K $0.02 %as of Apr 30, 2026 · Original filing
VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND 5,475688.3K $0.12 %as of Feb 28, 2026 · Original filing
VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND 5,329670K $0.15 %as of Feb 28, 2026 · Original filing
JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust 5,006669.8K $0.09 %as of Apr 30, 2026 · Original filing
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,740634.2K $0.29 %as of Apr 30, 2026 · Original filing
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 4,931619.9K $0.05 %as of Feb 28, 2026 · Original filing
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 4,828618.3K $0.33 %as of Mar 31, 2026 · Original filing
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 4,895615.4K $0.01 %as of Feb 28, 2026 · Original filing
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 4,648595.2K $0.19 %as of Mar 31, 2026 · Original filing
iShares Morningstar Small-Cap Value ETF iShares Trust 4,362583.6K $0.09 %as of Apr 30, 2026 · Original filing
JNL/DFA U.S. Core Equity Fund JNL Series Trust 4,315552.6K $0.04 %as of Mar 31, 2026 · Original filing
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 4,055542.5K $0.03 %as of Apr 30, 2026 · Original filing
Royce SMid-Cap Total Return Fund ROYCE FUND 4,178535K $1.74 %as of Mar 31, 2026 · Original filing
Amplify Etho Climate Leadership U.S. ETF Amplify ETF Trust 4,167533.6K $0.34 %as of Mar 31, 2026 · Original filing
iShares Russell Mid-Cap Index Fund BlackRock Funds 3,964530.3K $0.02 %as of Apr 30, 2026 · Original filing
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 4,052518.9K $0.05 %as of Mar 31, 2026 · Original filing
EQ/Common Stock Index Portfolio EQ Advisors Trust 4,050518.6K $0.01 %as of Mar 31, 2026 · Original filing
AQR Alternative Risk Premia Fund AQR Funds 3,994511.5K $0.11 %as of Mar 31, 2026 · Original filing
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 3,981509.8K $0.03 %as of Mar 31, 2026 · Original filing
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 3,886488.5K $0.06 %as of Feb 28, 2026 · Original filing
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 3,619484.2K $0.02 %as of Apr 30, 2026 · Original filing
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 3,607482.6K $0.08 %as of Apr 30, 2026 · Original filing
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 3,450461.6K $0.02 %as of Apr 30, 2026 · Original filing
JNL/Mellon Financial Sector Fund JNL Series Trust 3,562456.1K $0.03 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,466435.7K $0.00 %as of Feb 28, 2026 · Original filing
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 3,380432.8K $0.12 %as of Mar 31, 2026 · Original filing
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 3,180425.5K $0.10 %as of Apr 30, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 3,382425.2K $0.03 %as of Feb 28, 2026 · Original filing
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 3,177406.8K $0.02 %as of Mar 31, 2026 · Original filing
Invesco Zacks Multi-Asset Income ETF Invesco Exchange-Traded Fund Trust 3,030405.4K $0.34 %as of Apr 30, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,149403.3K $0.05 %as of Mar 31, 2026 · Original filing
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,196401.8K $0.01 %as of Feb 28, 2026 · Original filing
DIAMOND HILL SMALL CAP FUND Diamond Hill Funds 3,120399.5K $0.17 %as of Mar 31, 2026 · Original filing
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 3,098396.7K $0.05 %as of Mar 31, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,930392K $0.03 %as of Apr 30, 2026 · Original filing
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 2,995383.5K $0.20 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 2,956378.5K $0.04 %as of Mar 31, 2026 · Original filing
Inspire 500 ETF Northern Lights Fund Trust IV 2,897364.2K $0.05 %as of Feb 28, 2026 · Original filing
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 2,833362.8K $0.01 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 2,757353.1K $0.02 %as of Mar 31, 2026 · Original filing
AQR Managed Futures Strategy Fund AQR Funds 2,728349.3K $0.01 %as of Mar 31, 2026 · Original filing
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 2,724342.5K $0.07 %as of Feb 28, 2026 · Original filing
Victory Extended Market Index Fund Victory Portfolios III 2,523337.6K $0.04 %as of Apr 30, 2026 · Original filing
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 2,586325.1K $0.24 %as of Feb 28, 2026 · Original filing
Diversified Equity Master Portfolio Master Investment Portfolio 2,409308.5K $0.01 %as of Mar 31, 2026 · Original filing
AQR Managed Futures Strategy HV Fund AQR Funds 2,347300.6K $0.02 %as of Mar 31, 2026 · Original filing
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,282292.2K $0.04 %as of Mar 31, 2026 · Original filing
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,277291.6K $0.08 %as of Mar 31, 2026 · Original filing
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 2,123284K $0.03 %as of Apr 30, 2026 · Original filing
Clearwater Core Equity Fund Clearwater Investment Trust 2,207282.6K $0.02 %as of Mar 31, 2026 · Original filing
SMALL CAP EQUITY FUND GuideStone Funds 2,063264.2K $0.03 %as of Mar 31, 2026 · Original filing
VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND 1,999251.3K $0.10 %as of Feb 28, 2026 · Original filing
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,768236.5K $0.06 %as of Apr 30, 2026 · Original filing
iShares Total U.S. Stock Market Index Fund BlackRock Funds 1,733231.9K $0.01 %as of Apr 30, 2026 · Original filing
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 1,692226.4K $0.03 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 1,777223.4K $0.00 %as of Feb 28, 2026 · Original filing
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 1,638205.9K $0.00 %as of Feb 28, 2026 · Original filing
T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,538197K $0.05 %as of Mar 31, 2026 · Original filing
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 1,493191.2K $0.02 %as of Mar 31, 2026 · Original filing
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 1,464187.5K $0.04 %as of Mar 31, 2026 · Original filing
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,420181.8K $0.01 %as of Mar 31, 2026 · Original filing
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 1,335171K $0.00 %as of Mar 31, 2026 · Original filing
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,325169.7K $0.00 %as of Mar 31, 2026 · Original filing
iShares MSCI World Small-Cap ETF iShares Trust 1,266159.2K $0.02 %as of Feb 28, 2026 · Original filing
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 1,083138.7K $0.03 %as of Mar 31, 2026 · Original filing
iShares Core Dividend ETF iShares Trust 1,001133.9K $0.01 %as of Apr 30, 2026 · Original filing
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,018130.4K $0.01 %as of Mar 31, 2026 · Original filing
Bridge Builder Large Cap Value Fund Bridge Builder Trust 1,016130.1K $0.00 %as of Mar 31, 2026 · Original filing
iShares Dow Jones U.S. ETF iShares Trust 962128.7K $0.00 %as of Apr 30, 2026 · Original filing
TFA AlphaGen Growth Fund Tactical Investment Series Trust 1,000128.1K $0.28 %as of Mar 31, 2026 · Original filing
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 998125.5K $0.02 %as of Feb 28, 2026 · Original filing
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 914122.3K $0.09 %as of Apr 30, 2026 · Original filing
iShares Morningstar Small-Cap ETF iShares Trust 911121.9K $0.05 %as of Apr 30, 2026 · Original filing
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 933119.5K $0.02 %as of Mar 31, 2026 · Original filing
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 921115.8K $0.04 %as of Feb 28, 2026 · Original filing
U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS 865110.8K $0.02 %as of Mar 31, 2026 · Original filing
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 854109.4K $0.00 %as of Mar 31, 2026 · Original filing
TFA Quantitative Fund Tactical Investment Series Trust 830106.3K $0.18 %as of Mar 31, 2026 · Original filing
Longboard Fund NORTHERN LIGHTS FUND TRUST II 840105.6K $0.10 %as of Feb 28, 2026 · Original filing
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 79499.8K $0.02 %as of Feb 28, 2026 · Original filing