Funds holding Broadridge Financial Solutions Inc
727 funds declare a position · 232 ETFs and 495 other funds · 6.6B $ · US11133T1034
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,711,935 | 603.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 2,967,790 | 482.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,521,334 | 409.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 1,485,516 | 276.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VanEck Morningstar Wide Moat ETF VanEck ETF Trust | 1,535,772 | 249.5M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 1,501,436 | 244M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Enterprise Fund JANUS INVESTMENT FUND | 1,279,978 | 208M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,080,088 | 175.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 888,000 | 144.3M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 921,580 | 141.9M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 710,780 | 115.5M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 700,480 | 113.8M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 657,712 | 106.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Industrial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 654,919 | 106.4M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| AB LARGE CAP GROWTH FUND INC AB LARGE CAP GROWTH FUND INC | 667,940 | 102.8M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 655,544 | 100.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Mid Cap Growth Fund JPMorgan Trust II | 563,781 | 91.6M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| The Jensen Quality Growth Fund Inc The Jensen Quality Growth Fund Inc. | 470,000 | 87.4M $ | 2.46 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 446,077 | 82.9M $ | 1.00 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 444,755 | 72.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 459,266 | 70.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 426,889 | 69.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 431,652 | 66.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Nomura Large Cap Growth Fund IVY FUNDS | 392,088 | 63.7M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. | 374,400 | 60.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Triton Fund JANUS INVESTMENT FUND | 343,735 | 55.9M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| Parnassus Mid Cap Fund Parnassus Funds | 258,836 | 42.1M $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 256,213 | 41.6M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 218,475 | 40.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Virtus KAR Mid-Cap Core Fund Virtus Equity Trust | 249,160 | 40.5M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 261,079 | 40.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 245,697 | 39.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 212,698 | 32.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 200,938 | 32.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 174,732 | 32.5M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| ELFUN TRUSTS ELFUN TRUSTS | 199,743 | 32.5M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 198,455 | 32.2M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 172,882 | 32.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 164,644 | 30.6M $ | 1.02 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Quality ETF Invesco Exchange-Traded Fund Trust | 193,653 | 29.8M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| FAM DIVIDEND FOCUS FUND Fenimore Asset Management Trust | 177,400 | 28.8M $ | 4.57 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 176,865 | 28.7M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 185,048 | 28.5M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 180,760 | 27.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Columbia Disciplined Core Fund Columbia Funds Series Trust II | 178,758 | 27.5M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| AVE MARIA GROWTH FUND Schwartz Investment Trust | 165,000 | 26.8M $ | 2.55 % | as of Mar 31, 2026 · Original filing |
| JNL/JPMorgan MidCap Growth Fund JNL Series Trust | 155,054 | 25.2M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 133,729 | 24.9M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust | 150,000 | 24.4M $ | 2.64 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 146,905 | 23.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 150,552 | 23.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Disciplined Core Fund Columbia Funds Variable Series Trust II | 137,733 | 22.4M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 119,999 | 22.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 137,255 | 22.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 137,045 | 22.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions | 130,147 | 21.1M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 129,316 | 21M $ | 0.62 % | 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. | 127,339 | 20.7M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 106,777 | 19.8M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Dimensional US High Profitability ETF Dimensional ETF Trust | 121,041 | 18.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Enterprise Portfolio JANUS ASPEN SERIES | 110,265 | 17.9M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| Nomura Mid Cap Income Opportunities Fund IVY FUNDS | 105,312 | 17.1M $ | 2.37 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 104,938 | 17.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 91,245 | 17M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 109,769 | 16.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 97,465 | 15.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 100,293 | 15.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 99,230 | 15.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| JNL/Morningstar Wide Moat Index Fund JNL Series Trust | 93,439 | 15.2M $ | 2.14 % | as of Mar 31, 2026 · Original filing |
| EQ/Janus Enterprise Portfolio EQ Advisors Trust | 90,955 | 14.8M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 93,434 | 14.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VALUE LINE MID CAP FOCUSED FUND, INC. Value Line Mid Cap Focused Fund, Inc. | 86,000 | 14M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions | 83,464 | 13.6M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 83,079 | 13.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Baird Mid Cap Growth Fund Baird Funds Inc | 80,835 | 13.1M $ | 1.81 % | as of Mar 31, 2026 · Original filing |
| U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 83,319 | 12.8M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 78,168 | 12.7M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 67,967 | 12.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Select Fund American Century Mutual Funds, Inc. | 80,900 | 12.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 80,129 | 12.3M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 74,017 | 12M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 77,537 | 11.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nicholas II, Inc. Nicholas II, Inc. | 75,500 | 11.6M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 61,475 | 11.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 60,979 | 11.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 73,528 | 11.3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 68,625 | 11.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| BBH Select Mid Cap ETF BBH Trust | 71,487 | 11M $ | 2.11 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 67,584 | 11M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust | 66,700 | 10.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 69,625 | 10.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 65,801 | 10.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 56,447 | 10.5M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Industrials ETF Invesco Exchange-Traded Fund Trust | 67,353 | 10.4M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust | 66,130 | 10.2M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 65,119 | 10M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 64,331 | 9.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 60,081 | 9.8M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 60,747 | 9.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 57,129 | 9.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 56,292 | 9.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 58,467 | 9M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Transamerica Janus Mid-Cap Growth VP TRANSAMERICA SERIES TRUST | 54,504 | 8.9M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 47,378 | 8.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 53,651 | 8.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| SA AB Growth Portfolio SUNAMERICA SERIES TRUST | 54,250 | 8.4M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| JNL/Goldman Sachs 4 Fund JNL Series Trust | 49,826 | 8.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 49,078 | 8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 47,754 | 7.8M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust | 46,912 | 7.6M $ | 2.24 % | as of Mar 31, 2026 · Original filing |
| LVIP AllianceBernstein Large Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 46,260 | 7.5M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Running Oak Efficient Growth ETF Strategic Trust | 39,809 | 7.4M $ | 1.92 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Equity Funds, Inc. | 44,400 | 7.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Dearborn Partners Rising Dividend Fund Trust for Professional Managers | 38,657 | 7.2M $ | 1.27 % | as of Feb 28, 2026 · Original filing |
| Bahl & Gaynor Dividend ETF ETF Series Solutions | 44,039 | 7.2M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Victory Growth & Income Fund Victory Portfolios III | 46,400 | 7.1M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 42,400 | 6.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Future Exponential Technologies ETF iShares Trust | 44,193 | 6.8M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 40,829 | 6.6M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | 40,735 | 6.6M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 40,362 | 6.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Amplify Blockchain Technology ETF Amplify ETF Trust | 39,806 | 6.5M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Information Technology Sector Fund JNL Series Trust | 38,933 | 6.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 38,398 | 6.2M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Abacus FCF Leaders ETF Abacus FCF ETF Trust | 39,717 | 6.1M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| Nuveen ESG Large-Cap Value ETF NuShares ETF Trust | 39,374 | 6.1M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 39,232 | 6M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 36,948 | 6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 36,848 | 6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 38,774 | 6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| ProShares S&P Technology Dividend Aristocrats ETF ProShares Trust | 32,050 | 6M $ | 2.30 % | as of Feb 28, 2026 · Original filing |
| State Street U.S. Core Equity Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 36,589 | 5.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| SFT Nomura Growth Fund Securian Funds Trust | 36,500 | 5.9M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. | 31,765 | 5.9M $ | 4.51 % | as of Feb 28, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 38,180 | 5.9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 31,086 | 5.8M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 37,322 | 5.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS | 33,300 | 5.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 32,796 | 5.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 34,574 | 5.3M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| AB Large Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 32,760 | 5.3M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 31,782 | 5.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 27,360 | 5.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Empower T. Rowe Price Mid Cap Growth Fund EMPOWER FUNDS, INC. | 31,100 | 5.1M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 32,408 | 5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 26,697 | 5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 26,374 | 4.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| CIBC ATLAS EQUITY INCOME FUND ADVISORS' INNER CIRCLE FUND | 31,296 | 4.8M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| Nomura VIP Growth Series Ivy Variable Insurance Portfolios | 29,080 | 4.7M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Jensen Quality Mid Cap Fund Trust for Professional Managers | 25,259 | 4.7M $ | 3.80 % | as of Feb 28, 2026 · Original filing |
| AdvisorShares Focused Equity ETF AdvisorShares Trust | 28,892 | 4.7M $ | 3.04 % | as of Mar 31, 2026 · Original filing |
| Disciplined Core Equity Fund American Century Quantitative Equity Funds, Inc. | 28,413 | 4.6M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Strategic Growth Fund VALIC Co I | 24,736 | 4.6M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 29,563 | 4.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 27,299 | 4.4M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Nationwide Geneva Mid Cap Growth Fund Nationwide Mutual Funds | 28,694 | 4.4M $ | 1.68 % | as of Apr 30, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 26,912 | 4.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 26,197 | 4.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Counterpoint Quantitative Equity ETF NORTHERN LIGHTS FUND TRUST III | 25,917 | 4.2M $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 27,261 | 4.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Steward Global Equity Income Fund Steward Funds Inc | 27,243 | 4.2M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 25,797 | 4.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 25,500 | 4.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 26,745 | 4.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| SA JPMorgan Mid-Cap Growth Portfolio SUNAMERICA SERIES TRUST | 26,666 | 4.1M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 26,627 | 4.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| FlexShares US Quality Large Cap Index Fund FlexShares Trust | 26,460 | 4.1M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| Dividend Growth Portfolio PACIFIC SELECT FUND | 24,936 | 4.1M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 24,522 | 4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 24,336 | 4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 25,559 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 24,183 | 3.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | 23,954 | 3.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 23,951 | 3.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 24,582 | 3.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 24,457 | 3.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 23,075 | 3.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 19,934 | 3.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| FlexShares Quality Dividend Index Fund FlexShares Trust | 23,760 | 3.7M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 19,506 | 3.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| LVIP Blended Large Cap Growth Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 22,310 | 3.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Columbia Disciplined Growth Fund Columbia Funds Series Trust II | 22,373 | 3.4M $ | 1.13 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 22,306 | 3.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Victory Income Stock Fund Victory Portfolios III | 22,278 | 3.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 21,604 | 3.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 17,697 | 3.3M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 19,988 | 3.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 19,800 | 3.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 19,510 | 3.2M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 16,909 | 3.1M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Columbia Large Cap Enhanced Core Fund COLUMBIA FUNDS SERIES TRUST | 16,886 | 3.1M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 19,138 | 3.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 20,183 | 3.1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 19,102 | 3.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Jensen Quality Growth ETF Trust for Professional Managers | 16,400 | 3M $ | 2.52 % | as of Feb 28, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 18,605 | 3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust | 19,276 | 3M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 15,890 | 3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 17,955 | 2.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 17,792 | 2.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |