Funds holding FactSet Research Systems Inc
537 funds declare a position · 163 ETFs and 374 other funds · 3.5B $ · US3030751057
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Baron Partners Fund BARON SELECT FUNDS | 1,875,000 | 406.9M $ | 3.93 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,176,251 | 255.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 942,623 | 204.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 820,896 | 186.8M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 855,425 | 185.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 675,000 | 146.5M $ | 5.60 % | as of Mar 31, 2026 · Original filing |
| Baron Focused Growth Fund BARON SELECT FUNDS | 604,100 | 131.1M $ | 3.39 % | as of Mar 31, 2026 · Original filing |
| ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust | 586,374 | 127.1M $ | 1.06 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 479,112 | 104M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 477,602 | 103.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 476,672 | 103.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Loomis Sayles Growth Fund LOOMIS SAYLES FUNDS II | 395,176 | 85.7M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 378,152 | 82.1M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 310,993 | 67.5M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 251,357 | 54.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 208,409 | 47.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| FT Vest S&P 500 Dividend Aristocrats Target Income ETF First Trust Exchange-Traded Fund IV | 204,015 | 46.4M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 209,506 | 45.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AMG Yacktman Fund AMG Funds | 185,000 | 40.1M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 147,477 | 33.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 152,719 | 33.1M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 138,695 | 31.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 143,963 | 31.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 114,395 | 26M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 101,288 | 22M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 84,429 | 19.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 80,984 | 17.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 78,517 | 17M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 73,446 | 16.7M $ | 1.56 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 71,890 | 15.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 70,015 | 15.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 66,496 | 15.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 66,248 | 15.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions | 68,687 | 14.9M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Growth Portfolio Brighthouse Funds Trust I | 66,362 | 14.4M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 64,102 | 13.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Quality ETF Invesco Exchange-Traded Fund Trust | 61,084 | 13.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 60,869 | 13.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 63,180 | 13.7M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 59,593 | 12.9M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| Ariel Appreciation Fund Ariel Investment Trust | 58,925 | 12.8M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| Baron First Principles ETF Baron ETF Trust | 56,746 | 12.3M $ | 4.43 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 55,231 | 12M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 51,668 | 11.2M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 50,845 | 11M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 46,403 | 10.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 48,400 | 10.5M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 47,797 | 10.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 47,512 | 10.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 46,256 | 10M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 43,868 | 9.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 42,396 | 9.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 39,970 | 8.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 39,409 | 8.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 37,919 | 8.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 33,176 | 7.6M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 34,333 | 7.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 32,638 | 7.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 31,925 | 7.3M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| Focused Appreciation Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 33,251 | 7.2M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Natixis Loomis Sayles Focused Growth ETF Natixis ETF Trust II | 33,139 | 7.2M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 32,485 | 7M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 30,377 | 6.9M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 31,440 | 6.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 29,519 | 6.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 28,999 | 6.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 28,545 | 6.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Victory Growth Fund Victory Portfolios III | 27,706 | 6.3M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Boston Trust SMID Cap Fund Boston Trust Walden Funds | 29,033 | 6.3M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| EIC Value Fund FundVantage Trust | 27,270 | 6.2M $ | 1.66 % | as of Apr 30, 2026 · Original filing |
| VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc | 28,313 | 6.1M $ | 2.79 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 27,100 | 5.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 25,967 | 5.6M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| Running Oak Efficient Growth ETF Strategic Trust | 25,647 | 5.6M $ | 1.44 % | as of Feb 28, 2026 · Original filing |
| Royce Premier Fund ROYCE FUND | 25,600 | 5.6M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 23,877 | 5.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 22,580 | 5.1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 23,419 | 5.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| NYLI PineStone U.S. Equity Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 21,997 | 5M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 21,906 | 5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 22,951 | 5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| AdvisorShares Focused Equity ETF AdvisorShares Trust | 22,638 | 4.9M $ | 3.18 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 22,520 | 4.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| American Beacon Ninety One Global Franchise Fund AMERICAN BEACON FUNDS | 22,445 | 4.9M $ | 1.06 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 20,968 | 4.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| WESTWOOD INCOME OPPORTUNITY FUND Ultimus Managers Trust | 20,906 | 4.8M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 21,877 | 4.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 20,406 | 4.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 20,907 | 4.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 20,558 | 4.5M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 20,534 | 4.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 19,279 | 4.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/Loomis Sayles Growth Portfolio EQ Advisors Trust | 19,744 | 4.3M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 19,583 | 4.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 18,476 | 4.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MassMutual Blue Chip Growth Fund MASSMUTUAL SELECT FUNDS | 19,213 | 4.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 17,780 | 4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 18,240 | 4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 17,611 | 3.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 16,771 | 3.8M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 16,697 | 3.8M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 16,638 | 3.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Gateway Fund Gateway Trust | 16,355 | 3.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 15,410 | 3.5M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 15,754 | 3.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 15,738 | 3.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 15,569 | 3.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LargeCap Growth Fund I Principal Funds, Inc | 14,667 | 3.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 14,500 | 3.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Future Exponential Technologies ETF iShares Trust | 14,468 | 3.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds | 14,430 | 3.3M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 14,232 | 3.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Boston Trust Walden SMID Cap Fund Boston Trust Walden Funds | 14,675 | 3.2M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. | 14,411 | 3.1M $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 13,965 | 3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 13,052 | 3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 13,600 | 3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 13,254 | 2.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 12,576 | 2.9M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| American Beacon Shapiro Equity Opportunities Fund AMERICAN BEACON FUNDS | 13,185 | 2.9M $ | 5.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 12,254 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 12,759 | 2.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Natixis U.S. Equity Opportunities Fund Natixis Funds Trust I | 12,314 | 2.7M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 11,650 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 11,730 | 2.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 11,136 | 2.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 11,433 | 2.5M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 11,160 | 2.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SRH U.S. Quality GARP ETF Elevation Series Trust | 10,624 | 2.4M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | 11,087 | 2.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Boston Trust Midcap Fund Boston Trust Walden Funds | 10,740 | 2.3M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 10,417 | 2.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 9,914 | 2.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 9,694 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 9,694 | 2.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 10,057 | 2.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Monarch Dividend Plus Index ETF Northern Lights Fund Trust IV | 9,940 | 2.2M $ | 3.66 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 9,394 | 2.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SIMT Large Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST | 9,594 | 2.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Boston Trust Walden Midcap Fund Boston Trust Walden Funds | 8,910 | 1.9M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 8,790 | 1.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 8,216 | 1.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 8,601 | 1.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 8,570 | 1.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 8,321 | 1.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,300 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 8,197 | 1.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 7,811 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 8,122 | 1.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Ariel Focus Fund Ariel Investment Trust | 7,844 | 1.7M $ | 2.09 % | as of Mar 31, 2026 · Original filing |
| GROWTH EQUITY FUND GuideStone Funds | 7,802 | 1.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 7,685 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 7,684 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 7,299 | 1.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 7,557 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 7,172 | 1.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 7,097 | 1.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 7,264 | 1.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Fund ROYCE FUND | 7,200 | 1.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Embark Small Cap Equity Fund Harbor Funds II | 6,836 | 1.6M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 6,785 | 1.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| JNL/BlackRock Global Allocation Fund JNL Series Trust | 7,100 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| ProShares Large Cap Core Plus ProShares Trust | 6,963 | 1.5M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 6,568 | 1.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 6,800 | 1.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 6,789 | 1.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Bright Rock Mid Cap Growth Fund Trust for Professional Managers | 6,000 | 1.5M $ | 1.54 % | as of May 31, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 6,374 | 1.5M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 6,477 | 1.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,918 | 1.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 6,181 | 1.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 6,150 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 5,760 | 1.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 6,000 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 5,950 | 1.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 5,872 | 1.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 5,596 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 5,715 | 1.2M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 5,654 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 5,384 | 1.2M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 5,308 | 1.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Nationwide Loomis All Cap Growth Fund Nationwide Mutual Funds | 5,128 | 1.2M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Multifactor Fund WisdomTree Trust | 5,232 | 1.1M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| PAPP SMALL & MID-CAP GROWTH FUND Papp Investment Trust | 5,100 | 1.1M $ | 2.41 % | as of Feb 28, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 5,048 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 4,951 | 1.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 4,941 | 1.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 4,900 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Gotham 1000 Value ETF Tidal Trust I | 4,827 | 1M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 4,582 | 1M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| American Beacon Man Large Cap Value Fund AMERICAN BEACON FUNDS | 4,600 | 998.2K $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 4,581 | 994K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 4,540 | 985.1K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 4,537 | 984.5K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 4,234 | 963.6K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 4,196 | 954.9K $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 4,390 | 952.6K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| MML VIP Loomis Sayles Large Cap Growth Fund MML SERIES INVESTMENT FUND | 4,378 | 950K $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 4,345 | 942.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Distillate Small/Mid Cash Flow ETF ETF Series Solutions | 4,343 | 942.4K $ | 0.79 % | as of Mar 31, 2026 · Original filing |