Funds holding CoStar Group Inc
661 funds declare a position · 208 ETFs and 453 other funds · 8.3B $ · US22160N1090
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 15,660,048 | 542M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 13,338,978 | 538.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 10,769,551 | 434.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 9,066,164 | 365.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Invesco QQQ Trust, Series 1 Invesco QQQ Trust, Series 1 | 8,843,403 | 356.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| MidCap Fund Principal Funds, Inc | 10,089,233 | 349.2M $ | 1.39 % | as of Apr 30, 2026 · Original filing |
| Baron Partners Fund BARON SELECT FUNDS | 7,250,000 | 292.5M $ | 2.82 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 5,393,695 | 240.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Akre Focus ETF Professionally Managed Portfolios | 6,835,821 | 236.6M $ | 3.69 % | as of Apr 30, 2026 · Original filing |
| VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | 5,552,236 | 224M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Enterprise Fund JANUS INVESTMENT FUND | 5,532,268 | 223.2M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 5,477,089 | 220.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 5,450,706 | 219.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 4,823,033 | 215.3M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 4,158,782 | 185.6M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| AMCAP Fund AMCAP Fund | 4,117,051 | 183.7M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 3,509,600 | 141.6M $ | 1.94 % | as of Mar 31, 2026 · Original filing |
| VanEck Morningstar Wide Moat ETF VanEck ETF Trust | 3,220,288 | 129.9M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 3,192,988 | 128.8M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 3,721,512 | 128.8M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 2,858,168 | 115.3M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 2,650,000 | 106.9M $ | 4.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 2,789,662 | 96.6M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,386,956 | 96.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Blue Chip Fund Principal Funds, Inc | 2,107,352 | 94.1M $ | 1.11 % | as of Feb 28, 2026 · Original filing |
| BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 1,854,901 | 74.8M $ | 2.26 % | as of Mar 31, 2026 · Original filing |
| Invesco NASDAQ 100 ETF Invesco Exchange-Traded Fund Trust II | 1,612,364 | 72M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Nomura Mid Cap Growth Fund IVY FUNDS | 1,651,887 | 66.6M $ | 2.22 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,597,134 | 64.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Baron Focused Growth Fund BARON SELECT FUNDS | 1,465,900 | 59.1M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| Capital Group Growth ETF Capital Group Growth ETF | 1,250,286 | 55.8M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Real Estate ETF iShares Trust | 1,339,280 | 54M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,546,817 | 53.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| MFS Growth Fund MFS Series Trust II | 1,185,981 | 52.9M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 892,380 | 36M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP GROWTH FUND VANGUARD WHITEHALL FUNDS | 1,032,488 | 35.7M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Quality Factor ETF iShares Trust | 1,030,850 | 35.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 791,782 | 35.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 841,783 | 34M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes Kaufmann Fund Federated Hermes Equity Funds | 975,395 | 33.8M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios | 954,569 | 33M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 949,195 | 32.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| First Trust Nasdaq-100 Select Equal Weight ETF First Trust Exchange-Traded Fund | 746,412 | 30.1M $ | 1.92 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 864,332 | 29.9M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 729,601 | 29.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Real Estate Fund Fidelity Summer Street Trust | 810,516 | 28.1M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 626,201 | 27.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Spyglass Growth Fund Manager Directed Portfolios | 652,702 | 26.3M $ | 3.14 % | as of Mar 31, 2026 · Original filing |
| LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 629,000 | 25.4M $ | 3.98 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 533,118 | 21.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 527,966 | 21.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 498,334 | 20.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GLOBAL EQUITY FUND VANGUARD HORIZON FUNDS | 498,070 | 20.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 445,713 | 19.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 492,816 | 19.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 434,854 | 19.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Enterprise Portfolio JANUS ASPEN SERIES | 455,734 | 18.4M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 452,025 | 18.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| BARON OPPORTUNITY FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 443,730 | 17.9M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 420,773 | 17M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| CTIVP - Principal Large Cap Growth Fund Columbia Funds Variable Series Trust II | 420,600 | 17M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 373,000 | 16.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Future AI & Tech ETF iShares Trust | 411,423 | 16.6M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 411,200 | 16.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| ProShares UltraPro QQQ ProShares Trust | 364,495 | 16.3M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 457,572 | 15.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 389,138 | 15.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 355,273 | 14.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 320,274 | 14.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 349,478 | 14.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| EQ/Janus Enterprise Portfolio EQ Advisors Trust | 347,548 | 14M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 402,336 | 13.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 397,488 | 13.8M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 312,457 | 12.6M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS | 358,900 | 12.4M $ | 1.54 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 350,512 | 12.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 350,494 | 12.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 297,060 | 12M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| AMG TimesSquare Mid Cap Growth Fund AMG Funds | 288,129 | 11.6M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 250,340 | 11.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 245,443 | 11M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 265,427 | 10.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Large Cap Equity Fund Weitz Funds | 265,000 | 10.7M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 237,246 | 10.6M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds | 300,000 | 10.4M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc | 257,011 | 10.4M $ | 4.70 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 224,246 | 10M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Multi Cap Equity Fund Weitz Funds | 247,175 | 10M $ | 2.09 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 246,117 | 9.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 218,517 | 9.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 236,264 | 9.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 212,733 | 9.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Transamerica Janus Mid-Cap Growth VP TRANSAMERICA SERIES TRUST | 222,240 | 9M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| Direxion NASDAQ-100 Equal Weighted Index Shares Direxion Shares ETF Trust | 255,204 | 8.8M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 196,421 | 8.8M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| NEOS Nasdaq-100(R) High Income ETF NEOS ETF Trust | 213,801 | 8.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 249,090 | 8.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 213,062 | 8.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Nasdaq 100 Index Fund JNL Series Trust | 209,798 | 8.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| MidCap Account Principal Variable Contract Funds, Inc | 208,413 | 8.4M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 201,920 | 8.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Research Growth Fund, Inc. BNY MELLON RESEARCH GROWTH FUND, INC. | 182,196 | 8.1M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 197,470 | 8M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| JNL/Morningstar Wide Moat Index Fund JNL Series Trust | 195,928 | 7.9M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds | 227,300 | 7.9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 194,125 | 7.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| ProShares Ultra QQQ ProShares Trust | 174,495 | 7.8M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 219,812 | 7.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 187,600 | 7.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Nomura VIP Mid Cap Growth Series Ivy Variable Insurance Portfolios | 184,357 | 7.4M $ | 2.20 % | as of Mar 31, 2026 · Original filing |
| DF DENT MIDCAP GROWTH FUND FORUM FUNDS | 183,109 | 7.4M $ | 2.81 % | as of Mar 31, 2026 · Original filing |
| Nicholas II, Inc. Nicholas II, Inc. | 211,706 | 7.3M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| DWS Capital Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 177,442 | 7.2M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| YCG Enhanced Fund YCG Funds | 156,574 | 7M $ | 1.30 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 198,658 | 6.9M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 167,617 | 6.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 164,650 | 6.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 185,770 | 6.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 182,832 | 6.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Global X NASDAQ 100 Covered Call ETF GLOBAL X FUNDS | 182,020 | 6.3M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Victory Nasdaq-100 Index Fund Victory Portfolios III | 180,236 | 6.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 148,000 | 6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Mid-Cap Growth ETF NuShares ETF Trust | 171,587 | 5.9M $ | 1.68 % | as of Apr 30, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 145,126 | 5.9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Tremblant Global ETF Managed Portfolio Series | 144,072 | 5.8M $ | 3.77 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 141,903 | 5.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 164,800 | 5.7M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| Putnam Core Equity Fund Putnam Funds Trust | 164,181 | 5.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Baron First Principles ETF Baron ETF Trust | 135,579 | 5.5M $ | 1.97 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 133,751 | 5.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 130,377 | 5.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 148,803 | 5.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 148,098 | 5.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 147,988 | 5.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Strategic Growth Fund VALIC Co I | 108,895 | 4.9M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 139,594 | 4.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 118,419 | 4.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 136,222 | 4.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 135,005 | 4.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 114,748 | 4.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 114,348 | 4.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS | 112,914 | 4.6M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 112,467 | 4.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Technology Growth Fund BNY Mellon Advantage Funds, Inc. | 100,637 | 4.5M $ | 1.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 127,477 | 4.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VIP Real Estate Portfolio Variable Insurance Products Fund IV | 108,800 | 4.4M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| Columbia Global Technology Growth Fund COLUMBIA FUNDS SERIES TRUST I | 98,272 | 4.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 97,498 | 4.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 97,113 | 4.3M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Nomura Focused Large Growth ETF Nomura ETF Trust | 104,883 | 4.2M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| PACE Large Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 120,925 | 4.2M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 93,419 | 4.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 93,268 | 4.2M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds | 119,600 | 4.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 117,649 | 4.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Buffalo Mid Cap Discovery Fund Buffalo Funds | 96,341 | 3.9M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 94,754 | 3.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 84,865 | 3.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 93,647 | 3.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 92,600 | 3.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 107,318 | 3.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 87,788 | 3.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 86,964 | 3.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 97,005 | 3.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 95,890 | 3.3M $ | 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 | 81,351 | 3.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| NEOS Real Estate High Income ETF NEOS ETF Trust | 79,962 | 3.2M $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 72,206 | 3.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| DWS Capital Growth VIP DEUTSCHE DWS VARIABLE SERIES I | 78,960 | 3.2M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 69,698 | 3.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 76,990 | 3.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 89,242 | 3.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 89,164 | 3.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 76,184 | 3.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust | 68,724 | 3.1M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 75,200 | 3M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| First Trust NASDAQ-100 Ex-Technology Sector Index Fund First Trust Exchange-Traded Fund | 74,234 | 3M $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| Nomura Large Cap Growth Fund IVY FUNDS | 72,668 | 2.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Polen Focus Growth ETF FundVantage Trust | 83,296 | 2.9M $ | 2.96 % | as of Apr 30, 2026 · Original filing |
| ROBO Global Artificial Intelligence ETF EXCHANGE TRADED CONCEPTS TRUST | 83,236 | 2.9M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 71,300 | 2.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 62,262 | 2.8M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 79,934 | 2.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 68,294 | 2.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Nationwide Geneva Mid Cap Growth Fund Nationwide Mutual Funds | 77,848 | 2.7M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Nasdaq-100 Premium Income ETF Goldman Sachs ETF Trust | 66,602 | 2.7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| DWS Large Cap Focus Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 77,616 | 2.7M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| Baillie Gifford Global Alpha Equities Fund Baillie Gifford Funds | 66,482 | 2.7M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 64,590 | 2.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 75,005 | 2.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 57,864 | 2.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 63,167 | 2.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 73,466 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 62,200 | 2.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 72,300 | 2.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 71,649 | 2.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 61,319 | 2.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 59,105 | 2.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Principal Focused Blue Chip ETF Principal Exchange-Traded Funds | 58,357 | 2.4M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| Penn Series Mid Cap Growth Fund Penn Series Funds Inc | 58,101 | 2.3M $ | 2.20 % | as of Mar 31, 2026 · Original filing |