Funds holding CMS Energy Corp
680 funds declare a position · 216 ETFs and 464 other funds · 10.2B $ · US1258961002
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 9,701,332 | 752.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 7,787,643 | 604.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,617,644 | 513.4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 5,256,838 | 407.8M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Income Fund JPMorgan Trust II | 4,486,133 | 348M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 3,941,353 | 305.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 3,872,883 | 302.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Victory Sycamore Established Value Fund Victory Portfolios | 3,600,000 | 279.3M $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 3,016,714 | 231.5M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,834,684 | 219.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| MFS Massachusetts Investors Growth Stock Fund MFS Massachusetts Investors Growth Stock Fund | 2,789,637 | 217.8M $ | 2.21 % | as of Feb 28, 2026 · Original filing |
| Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 2,517,212 | 196.5M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 2,390,144 | 185.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 2,224,240 | 170.7M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 2,144,587 | 166.4M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 2,138,000 | 165.9M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 2,037,242 | 159M $ | 1.44 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,991,917 | 154.5M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,728,714 | 134.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 1,720,403 | 132M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Franklin Utilities Fund Franklin Custodian Funds | 1,600,000 | 124.1M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Utility Fund Prudential Sector Funds, Inc. | 1,558,444 | 121.7M $ | 3.39 % | as of Feb 27, 2026 · Original filing |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 1,333,141 | 104.1M $ | 1.26 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 1,330,000 | 103.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) | 1,231,519 | 94.5M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,192,464 | 91.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,154,894 | 89.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,121,041 | 86M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC | 1,119,576 | 85.9M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| Parnassus Mid Cap Fund Parnassus Funds | 1,001,158 | 77.7M $ | 3.41 % | as of Mar 31, 2026 · Original filing |
| Parnassus Value Equity Fund Parnassus Funds | 952,055 | 73.9M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 951,336 | 73.8M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC | 893,490 | 69.8M $ | 1.43 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Value Fund JPMorgan Trust I | 812,846 | 63.1M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| ELFUN TRUSTS ELFUN TRUSTS | 796,536 | 61.8M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 777,171 | 60.3M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 773,856 | 59.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 742,386 | 57.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 735,391 | 57.1M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Virtus Reaves Utilities ETF ETFis Series Trust I | 727,808 | 55.9M $ | 3.51 % | as of Apr 30, 2026 · Original filing |
| Invesco Dividend Income Fund AIM Sector Funds (Invesco Sector Funds) | 727,569 | 55.8M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 698,207 | 54.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 693,038 | 53.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 678,903 | 52.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC | 666,764 | 51.2M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 644,182 | 50M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 641,351 | 49.2M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Victory Pioneer Core Equity Fund Victory Portfolios IV | 621,631 | 48.2M $ | 2.49 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 568,855 | 44.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Core High Dividend ETF iShares Trust | 572,510 | 43.9M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| NYLI CBRE Global Infrastructure Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 549,469 | 42.2M $ | 2.46 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 528,711 | 41M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 494,557 | 38M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV | 485,916 | 37.3M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 466,259 | 35.8M $ | 1.46 % | as of Apr 30, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 454,366 | 35.2M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 450,760 | 35.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 435,237 | 33.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) | 435,178 | 33.8M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| Lord Abbett Fundamental Equity Fund LORD ABBETT SECURITIES TRUST | 433,710 | 33.3M $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| Infrastructure Fund John Hancock Investment Trust | 427,905 | 32.8M $ | 2.66 % | as of Apr 30, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 389,856 | 30.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 388,181 | 29.8M $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| GQG PARTNERS GLOBAL QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III | 379,766 | 29.5M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 378,749 | 29.4M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 377,316 | 29.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| BlackRock Global Dividend Portfolio BlackRock Funds II | 367,413 | 28.7M $ | 3.17 % | as of Feb 27, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 360,781 | 28M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 360,270 | 27.9M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 359,737 | 27.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 343,235 | 26.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions | 322,675 | 25M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 315,577 | 24.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Infrastructure ETF iShares Trust | 304,943 | 23.7M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Utilities ETF iShares Trust | 293,523 | 22.5M $ | 1.39 % | as of Apr 30, 2026 · Original filing |
| LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC | 286,465 | 22.2M $ | 2.05 % | as of Mar 31, 2026 · Original filing |
| Nuveen Mid Cap Value Fund TIAA-CREF Funds | 286,821 | 22M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| Invesco Rising Dividends Fund AIM Equity Funds (Invesco Equity Funds) | 286,417 | 22M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 273,405 | 21.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 268,218 | 20.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 258,759 | 20.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 252,931 | 19.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| MFS Massachusetts Investors Growth Stock Portfolio MFS VARIABLE INSURANCE TRUST II | 249,163 | 19.3M $ | 2.33 % | as of Mar 31, 2026 · Original filing |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 248,479 | 19.3M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust | 245,765 | 18.9M $ | 3.22 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 242,668 | 18.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 242,309 | 18.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Victory Pioneer Equity Income Fund Victory Portfolios IV | 230,326 | 17.7M $ | 2.21 % | as of Apr 30, 2026 · Original filing |
| MFS Global Growth Fund MFS Series Trust VIII | 217,865 | 16.7M $ | 2.00 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 213,257 | 16.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 214,302 | 16.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 211,659 | 16.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I | 200,500 | 15.6M $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST | 201,928 | 15.5M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 192,550 | 14.9M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 190,417 | 14.9M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 192,160 | 14.7M $ | 1.64 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 189,693 | 14.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 184,529 | 14.3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 182,154 | 14.2M $ | 1.26 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 178,723 | 13.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 180,098 | 13.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 176,755 | 13.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 176,428 | 13.8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 172,142 | 13.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Premium Income Fund JPMorgan Trust IV | 169,225 | 13.1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 168,010 | 13.1M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 169,384 | 13M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| JNL/JPMorgan U.S. Value Fund JNL Series Trust | 164,834 | 12.8M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Utilities Sector Fund JNL Series Trust | 161,498 | 12.5M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 160,002 | 12.5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 160,926 | 12.5M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 158,708 | 12.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II | 155,160 | 12M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 154,393 | 11.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Eaton Vance Large-Cap Value Fund Eaton Vance Special Investment Trust | 152,720 | 11.8M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 151,321 | 11.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| BRUCE FUND Bruce Fund, Inc. | 150,000 | 11.6M $ | 3.21 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST | 150,748 | 11.6M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Diversified Real Asset Fund Principal Funds, Inc | 147,778 | 11.5M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 148,398 | 11.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| State Street U.S. Core Equity Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 146,289 | 11.3M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Bahl & Gaynor Dividend ETF ETF Series Solutions | 144,119 | 11.2M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| Allspring Diversified Capital Builder Fund ALLSPRING FUNDS TRUST | 140,000 | 10.9M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| Hennessy Gas Utility Fund Hennessy Funds Trust | 141,098 | 10.8M $ | 2.00 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 138,608 | 10.8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 135,539 | 10.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust | 135,308 | 10.5M $ | 2.37 % | as of Mar 31, 2026 · Original filing |
| Utilities Fund American Century Quantitative Equity Funds, Inc. | 134,870 | 10.5M $ | 3.34 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 133,328 | 10.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 132,211 | 10.3M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 123,083 | 9.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 120,882 | 9.4M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| Duff & Phelps Utility & Infrastructure Fund Inc. Duff & Phelps Utility & Infrastructure Fund Inc. | 119,500 | 9.2M $ | 1.50 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 115,004 | 8.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Rockefeller Global Equity ETF Tidal Trust III | 114,762 | 8.8M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 109,455 | 8.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Multi-Asset Income Fund Victory Portfolios IV | 108,924 | 8.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust | 106,800 | 8.3M $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 105,804 | 8.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST | 105,731 | 8.2M $ | 2.31 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 104,611 | 8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 102,170 | 8M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Nomura Opportunity Fund Delaware Group Equity Funds IV | 101,390 | 7.9M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| Growth and Income Portfolio LORD ABBETT SERIES FUND INC | 99,720 | 7.7M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 99,213 | 7.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 98,360 | 7.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JNL/Invesco Diversified Dividend Fund JNL Series Trust | 96,845 | 7.5M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 96,719 | 7.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 93,960 | 7.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | 93,332 | 7.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II | 93,300 | 7.2M $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 91,986 | 7.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 91,169 | 7.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Victory Market Neutral Income Fund Victory Portfolios II | 89,766 | 7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Nicholas Equity Income Fund, Inc. Nicholas Equity Income Fund, Inc. | 90,725 | 7M $ | 1.49 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 90,666 | 7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Vaughan Nelson Mid Cap Fund Natixis Funds Trust II | 88,410 | 6.9M $ | 3.68 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust | 87,835 | 6.9M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 88,067 | 6.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 85,374 | 6.6M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 85,059 | 6.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 83,584 | 6.5M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II | 80,899 | 6.3M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 81,724 | 6.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 80,649 | 6.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| SA JPMorgan Equity-Income Portfolio SUNAMERICA SERIES TRUST | 78,891 | 6.1M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 78,025 | 6.1M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 77,590 | 6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 76,620 | 5.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 74,692 | 5.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 74,300 | 5.8M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed Value Portfolio Tax-Managed Value Portfolio | 71,743 | 5.5M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 71,736 | 5.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 69,722 | 5.4M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| GQG Partners US Quality Value Fund ADVISORS' INNER CIRCLE III | 69,924 | 5.4M $ | 2.06 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 69,795 | 5.4M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 69,880 | 5.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 68,783 | 5.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 67,706 | 5.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust | 67,310 | 5.2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Timothy Plan High Dividend Stock ETF Timothy Plan | 66,320 | 5.1M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 65,938 | 5.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| FT Energy Income Partners Enhanced Income ETF First Trust Exchange-Traded Fund VIII | 65,014 | 5.1M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 65,261 | 5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Victory Pioneer Disciplined Value Fund Victory Portfolios IV | 63,925 | 5M $ | 1.18 % | as of Feb 28, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 64,519 | 5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 63,470 | 4.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 63,137 | 4.9M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 62,442 | 4.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Stock Portfolio LORD ABBETT SERIES FUND INC | 61,670 | 4.8M $ | 2.05 % | as of Mar 31, 2026 · Original filing |
| SGI U.S. Large Cap Equity Fund RBB Fund, Inc. | 59,649 | 4.7M $ | 2.30 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 60,294 | 4.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| The Gabelli Utilities Fund Gabelli Utilities Fund | 59,373 | 4.6M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. | 59,884 | 4.6M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 58,177 | 4.5M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 57,931 | 4.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 56,857 | 4.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 55,894 | 4.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Global Listed Infrastructure Fund Principal Funds, Inc | 55,386 | 4.3M $ | 3.42 % | as of Feb 28, 2026 · Original filing |