Funds holding Carlisle Cos Inc
538 funds declare a position · 179 ETFs and 359 other funds · 5.8B $ · US1423391002
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 1,350,531 | 450.6M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,296,707 | 432.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 1,238,808 | 413.3M $ | 4.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 942,733 | 314.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| First Eagle Global Fund First Eagle Funds | 635,394 | 225.7M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Franklin Rising Dividends Fund Franklin Managed Trust | 665,000 | 221.9M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 600,299 | 200.3M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 455,218 | 151.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 400,295 | 142.2M $ | 2.74 % | as of Apr 30, 2026 · Original filing |
| Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS | 286,931 | 113.3M $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 337,325 | 112.5M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. | 271,012 | 107M $ | 0.95 % | as of Feb 28, 2026 · Original filing |
| Allspring Special Mid Cap Value Fund ALLSPRING FUNDS TRUST | 259,803 | 86.7M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 218,374 | 86.2M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 228,752 | 81.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 235,878 | 78.7M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Madison Mid Cap Fund MADISON FUNDS | 215,085 | 76.4M $ | 4.27 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 199,267 | 66.5M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Mid Cap Growth Fund JPMorgan Trust II | 181,144 | 60.4M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 153,431 | 54.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 158,089 | 52.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Quality Factor ETF iShares Trust | 136,331 | 48.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Homebuilders ETF SPDR SERIES TRUST | 143,640 | 47.9M $ | 3.30 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 128,650 | 45.7M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| FMI Common Stock Fund FMI Funds Inc | 135,000 | 45M $ | 2.57 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 112,682 | 44.5M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 117,696 | 41.8M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 118,371 | 39.5M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II | 114,000 | 38M $ | 1.78 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 105,270 | 37.4M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Triton Fund JANUS INVESTMENT FUND | 109,926 | 36.7M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 106,535 | 35.5M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| JNL/Newton Equity Income Fund JNL Series Trust | 104,662 | 34.9M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 103,911 | 34.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 95,212 | 31.8M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 79,923 | 31.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 77,995 | 30.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust | 90,000 | 30M $ | 3.26 % | as of Mar 31, 2026 · Original filing |
| Vaughan Nelson Small Cap Fund Natixis Funds Trust I | 89,575 | 29.9M $ | 2.17 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 82,061 | 29.2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 71,517 | 28.2M $ | 1.60 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Mid Cap Value Fund JANUS INVESTMENT FUND | 84,347 | 28.1M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 83,675 | 27.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 76,816 | 27.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 63,446 | 25M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 61,627 | 24.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 67,292 | 22.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Infrastructure ETF iShares Trust | 62,675 | 20.9M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Nuveen Mid Cap Value Fund TIAA-CREF Funds | 56,369 | 20M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| FMI Large Cap Fund FMI Funds Inc | 60,000 | 20M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 48,938 | 19.3M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 55,419 | 18.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 51,711 | 18.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 52,577 | 17.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 43,640 | 17.2M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 51,248 | 17.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 47,828 | 17M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 42,479 | 16.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 46,864 | 16.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JNL/JPMorgan MidCap Growth Fund JNL Series Trust | 49,819 | 16.6M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Old Westbury All Cap Core Fund Old Westbury Funds Inc | 46,762 | 16.6M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Allspring Opportunity Fund ALLSPRING FUNDS TRUST | 49,295 | 16.4M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 41,484 | 16.4M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 44,941 | 16M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Sands Capital Global Growth Fund ADVISORS' INNER CIRCLE FUND | 44,383 | 15.8M $ | 2.02 % | as of Apr 30, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 43,495 | 15.5M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions | 44,943 | 15M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 41,273 | 13.8M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 41,074 | 13.7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Fidelity Leveraged Company Stock Fund Fidelity Securities Fund | 38,400 | 13.6M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Select Construction and Housing Portfolio Fidelity Select Portfolios | 33,420 | 13.2M $ | 1.75 % | as of Feb 28, 2026 · Original filing |
| Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust | 39,155 | 13.1M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| Carillon Scout Mid Cap Fund Carillon Series Trust | 38,426 | 12.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 35,970 | 12.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Dynamic Value ETF BNY Mellon ETF Trust II | 35,380 | 12.6M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 31,835 | 12.6M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| Fidelity Capital and Income Fund Fidelity Summer Street Trust | 35,200 | 12.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 34,709 | 12.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 30,739 | 12.1M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 35,734 | 11.9M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 33,436 | 11.2M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 30,784 | 10.9M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 32,636 | 10.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 29,521 | 10.5M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 31,146 | 10.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 24,992 | 9.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 29,549 | 9.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 29,251 | 9.8M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 24,086 | 9.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Bahl & Gaynor Dividend ETF ETF Series Solutions | 27,118 | 9M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 26,594 | 8.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| AMG River Road Mid Cap Value Fund AMG Funds IV | 24,892 | 8.8M $ | 2.27 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 25,763 | 8.6M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust | 25,675 | 8.6M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 25,513 | 8.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 23,915 | 8.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust | 25,427 | 8.5M $ | 2.49 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 21,365 | 8.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 25,116 | 8.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 24,298 | 8.1M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 20,300 | 8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| First Eagle U.S. Fund First Eagle Funds | 22,556 | 8M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Mutual Funds | 21,811 | 7.7M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 19,575 | 7.7M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 19,505 | 7.7M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 23,050 | 7.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 23,019 | 7.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 21,188 | 7.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 20,904 | 7.4M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 20,638 | 6.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Franklin Mutual U.S. Mid Cap Value Fund Franklin Value Investors Trust | 19,169 | 6.8M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 17,165 | 6.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Running Oak Efficient Growth ETF Strategic Trust | 17,061 | 6.7M $ | 1.75 % | as of Feb 28, 2026 · Original filing |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 20,049 | 6.7M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 19,851 | 6.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 19,807 | 6.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 19,653 | 6.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. | 19,400 | 6.5M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 16,357 | 6.5M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 19,009 | 6.3M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 18,970 | 6.3M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Victory Income Stock Fund Victory Portfolios III | 16,749 | 6M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 16,632 | 5.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 16,490 | 5.9M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. | 14,236 | 5.6M $ | 1.45 % | as of Feb 28, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 15,605 | 5.5M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 14,868 | 5.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 14,467 | 5.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 15,388 | 5.1M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 15,377 | 5.1M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Heartland Mid Cap Value Fund HEARTLAND GROUP INC. | 15,238 | 5.1M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 14,180 | 5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 15,057 | 5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 14,115 | 5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 14,704 | 4.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 14,598 | 4.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,612 | 4.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 14,489 | 4.8M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 14,284 | 4.8M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 13,399 | 4.8M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 14,134 | 4.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 13,043 | 4.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 13,844 | 4.6M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Strategic Income Fund Fidelity Advisor Series II | 13,700 | 4.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 12,785 | 4.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 12,549 | 4.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 12,536 | 4.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 12,392 | 4.4M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. | 12,264 | 4.4M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 12,046 | 4.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 11,730 | 4.2M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Madison Small Cap Fund MADISON FUNDS | 11,694 | 4.2M $ | 2.68 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Fund ULTRA SERIES FUND | 12,429 | 4.1M $ | 4.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 11,323 | 4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,968 | 4M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 10,889 | 3.9M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 11,580 | 3.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 9,604 | 3.8M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Industrials ETF iShares Trust | 10,415 | 3.7M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 11,013 | 3.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 9,266 | 3.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| JNL Multi-Manager U.S. Select Equity Fund JNL Series Trust | 10,733 | 3.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,520 | 3.5M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| SA JPMorgan Mid-Cap Growth Portfolio SUNAMERICA SERIES TRUST | 9,839 | 3.5M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 8,738 | 3.4M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Sit Mid Cap Growth Fund SIT MID CAP GROWTH FUND INC | 10,075 | 3.4M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 9,930 | 3.3M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Total Equity Fund Old Westbury Funds Inc | 9,294 | 3.3M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 9,190 | 3.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 8,989 | 3.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 9,492 | 3.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 9,339 | 3.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| WAYCROSS FOCUSED CORE EQUITY FUND Waycross Independent Trust | 7,832 | 3.1M $ | 2.07 % | as of Feb 28, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 9,191 | 3.1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 7,758 | 3.1M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 9,120 | 3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 8,858 | 3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| EQ/Franklin Rising Dividends Portfolio EQ Advisors Trust | 8,774 | 2.9M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 7,315 | 2.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 7,262 | 2.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,592 | 2.9M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 7,971 | 2.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 7,929 | 2.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Bridges Investment Fund Professionally Managed Portfolios | 8,326 | 2.8M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,922 | 2.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 6,919 | 2.7M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| VELA SMALL CAP FUND VELA Funds | 8,146 | 2.7M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 7,115 | 2.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,377 | 2.5M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 7,515 | 2.5M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Victory Growth & Income Fund Victory Portfolios III | 7,035 | 2.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 6,909 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Timothy Plan High Dividend Stock ETF Timothy Plan | 7,284 | 2.4M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 7,271 | 2.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 7,008 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional US High Profitability ETF Dimensional ETF Trust | 6,405 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Copeland SMID Cap Dividend Growth Fund Copeland Trust | 5,706 | 2.3M $ | 1.52 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 5,698 | 2.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 6,205 | 2.2M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Abacus FCF Real Assets Leaders ETF Abacus FCF ETF Trust | 6,188 | 2.2M $ | 2.58 % | as of Apr 30, 2026 · Original filing |