Funds holding Chemed Corp
428 funds declare a position · 123 ETFs and 305 other funds · 2.2B $ · US16359R1032
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 | 468,982 | 177.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 451,146 | 170.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 326,578 | 123.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 204,946 | 84M $ | 0.98 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 194,400 | 73.4M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 188,276 | 71.1M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 182,535 | 69M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 157,975 | 59.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 121,904 | 46M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 102,235 | 43.4M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 79,627 | 33.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Victory Sycamore Small Company Opportunity Fund Victory Portfolios | 88,000 | 33.2M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 78,904 | 32.4M $ | 1.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 74,063 | 30.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 70,882 | 26.8M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Select Health Care Services Portfolio Fidelity Select Portfolios | 64,400 | 26.4M $ | 3.25 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 69,264 | 26.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 63,190 | 23.9M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 55,018 | 23.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 56,544 | 23.2M $ | 1.31 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 51,489 | 21.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST | 57,100 | 21.6M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 49,517 | 21M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 53,511 | 20.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 48,788 | 20M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| AMG River Road Small Cap Value Fund AMG Funds IV | 43,295 | 18.4M $ | 1.69 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 43,259 | 18.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 48,114 | 18.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 43,752 | 17.9M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 46,312 | 17.5M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 42,052 | 17.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| First Trust Health Care AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 40,076 | 17M $ | 1.95 % | as of Apr 30, 2026 · Original filing |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 40,768 | 16.7M $ | 1.79 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 38,907 | 16.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 39,205 | 16.1M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 42,174 | 15.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 38,251 | 15.7M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Boston Trust Walden Small Cap Fund Boston Trust Walden Funds | 40,457 | 15.3M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 37,495 | 14.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 36,669 | 13.9M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Opus Small Cap Value ETF ETF Series Solutions | 27,213 | 11.6M $ | 1.70 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 26,888 | 11.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 26,493 | 11.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 27,367 | 11.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 25,852 | 11M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Small Cap Fund Fidelity Advisor Series I | 26,700 | 10.9M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 28,967 | 10.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 26,502 | 10.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS | 25,121 | 10.7M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 27,633 | 10.4M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| FAM SMALL CAP FUND Fenimore Asset Management Trust | 27,536 | 10.4M $ | 3.45 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 23,015 | 9.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 21,567 | 8.8M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 20,954 | 8.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,509 | 7.9M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 19,967 | 7.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 17,465 | 7.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Boston Trust SMID Cap Fund Boston Trust Walden Funds | 19,408 | 7.3M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 17,635 | 7.2M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 18,239 | 6.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 18,154 | 6.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Healthcare Providers ETF iShares Trust | 16,627 | 6.3M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 14,484 | 6.2M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 14,411 | 5.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 13,767 | 5.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AMG River Road Small-Mid Cap Value Fund AMG Funds IV | 13,166 | 5.6M $ | 1.70 % | as of Apr 30, 2026 · Original filing |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 14,566 | 5.5M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 14,292 | 5.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | 12,867 | 4.9M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| Calvert Global Water Fund Calvert Impact Fund, Inc. | 12,542 | 4.7M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 11,122 | 4.7M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 11,003 | 4.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions | 12,161 | 4.6M $ | 3.40 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 10,588 | 4.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Boston Trust Walden SMID Cap Fund Boston Trust Walden Funds | 11,905 | 4.5M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 10,817 | 4.4M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 11,610 | 4.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 10,444 | 4.3M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 11,170 | 4.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 10,767 | 4.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 10,492 | 4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 10,116 | 3.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 8,619 | 3.7M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 8,600 | 3.7M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 8,538 | 3.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 9,556 | 3.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 9,405 | 3.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| AVE MARIA VALUE FUND Schwartz Investment Trust | 9,290 | 3.5M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 8,514 | 3.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Abacus FCF Leaders ETF Abacus FCF ETF Trust | 8,207 | 3.5M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 9,231 | 3.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 8,972 | 3.4M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 8,922 | 3.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 8,771 | 3.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 8,657 | 3.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 7,629 | 3.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Victory Value Fund Victory Portfolios III | 7,584 | 3.2M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 8,512 | 3.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 8,302 | 3.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 7,368 | 3.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 7,312 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Healthcare ETF iShares Trust | 7,140 | 3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 7,371 | 3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,967 | 3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 7,690 | 2.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 6,574 | 2.8M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 6,497 | 2.8M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| SIMT Global Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 7,113 | 2.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,877 | 2.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 6,330 | 2.6M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 6,079 | 2.6M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 5,910 | 2.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 6,630 | 2.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 6,588 | 2.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 5,950 | 2.4M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| LONE PEAK VALUE FUND World Funds Trust | 6,400 | 2.4M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 5,632 | 2.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Healthcare Sector Fund JNL Series Trust | 6,276 | 2.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| AVE MARIA GROWTH FOCUSED FUND Schwartz Investment Trust | 6,190 | 2.3M $ | 3.25 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 6,106 | 2.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 5,419 | 2.3M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 5,930 | 2.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 5,924 | 2.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 5,849 | 2.2M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 5,832 | 2.2M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 5,832 | 2.2M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,151 | 2.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 5,147 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 5,142 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,629 | 2.1M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,984 | 2.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 4,806 | 2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 5,371 | 2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 5,339 | 2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 5,240 | 2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 4,610 | 2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 4,599 | 2M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,118 | 1.9M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 5,057 | 1.9M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 5,031 | 1.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust | 5,000 | 1.9M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 4,432 | 1.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 4,430 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 4,917 | 1.9M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,874 | 1.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 4,807 | 1.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| The Gabelli Asset Fund Gabelli Asset Fund | 4,800 | 1.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Copeland SMID Cap Dividend Growth Fund Copeland Trust | 4,300 | 1.8M $ | 1.19 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 4,179 | 1.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 3,946 | 1.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Keeley Gabelli Small Cap Dividend Fund Keeley Funds, Inc. | 4,282 | 1.6M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Keeley Gabelli Mid Cap Dividend Fund Keeley Funds, Inc. | 4,271 | 1.6M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,785 | 1.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,913 | 1.6M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,149 | 1.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Health Care Services ETF SPDR SERIES TRUST | 4,125 | 1.6M $ | 1.89 % | as of Mar 31, 2026 · Original filing |
| Parametric Equity Premium Income ETF Morgan Stanley ETF Trust | 4,055 | 1.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 3,677 | 1.5M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 3,976 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 3,619 | 1.5M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 3,881 | 1.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| GuideMark Large Cap Core Fund GPS Funds I | 3,871 | 1.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 3,829 | 1.4M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Core Portfolio Brighthouse Funds Trust II | 3,711 | 1.4M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Aristotle Small Cap Equity Fund Aristotle Fund Series Trust | 3,641 | 1.4M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,328 | 1.4M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust | 3,510 | 1.3M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 3,505 | 1.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| State Farm Growth Fund Advisers Investment Trust | 3,500 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 3,028 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Systematic Core Fund VALIC Co I | 3,078 | 1.3M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 2,933 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc | 3,273 | 1.2M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 3,014 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 3,257 | 1.2M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 3,237 | 1.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| NYLI Epoch Capital Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 2,859 | 1.2M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 3,191 | 1.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 3,152 | 1.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,731 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| FlexShares US Quality Low Volatility Index Fund FlexShares Trust | 2,730 | 1.2M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Small Cap Special Values Fund VALIC Co I | 2,825 | 1.2M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 2,714 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy HV Fund AQR Funds | 3,020 | 1.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 3,006 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 2,649 | 1.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 2,979 | 1.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 2,731 | 1.1M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Systematic Growth Fund VALIC Co I | 2,726 | 1.1M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| AMERICAN GROWTH FUND Series One AMERICAN GROWTH FUND INC | 2,600 | 1.1M $ | 5.16 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 2,587 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 2,461 | 1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 2,729 | 1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 2,422 | 1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 2,609 | 985.5K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 2,586 | 976.8K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 2,556 | 965.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,347 | 962.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,160 | 918K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 2,132 | 906.1K $ | 0.17 % | as of Apr 30, 2026 · Original filing |