Funds holding First Citizens BancShares Inc/NC
413 funds declare a position · 125 ETFs and 288 other funds · 6.5B $ · US31946M1036
Other lines from the same issuer : FIRST CITIZENS BANCSHARES INC/NC (US31946M2026)
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Dodge & Cox Stock Fund Dodge & Cox Funds | 300,700 | 566.7M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 285,246 | 565.9M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST | 296,500 | 558.8M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 261,074 | 492M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Oakmark Select Fund HARRIS ASSOCIATES INVESTMENT TRUST | 256,012 | 482.5M $ | 6.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 189,060 | 356.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund | 151,039 | 299.6M $ | 1.52 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 120,387 | 226.9M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 108,505 | 204.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 89,773 | 169.2M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| Allspring Special Mid Cap Value Fund ALLSPRING FUNDS TRUST | 64,600 | 121.7M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 52,679 | 100M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 36,447 | 72.3M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 32,459 | 64.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 33,487 | 63.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 33,041 | 62.3M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| BlackRock Large Cap Focus Value Fund, Inc. BlackRock Large Cap Focus Value Fund, Inc. | 28,118 | 53M $ | 2.92 % | as of Mar 31, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 26,800 | 50.5M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 25,392 | 50.4M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Value Fund JPMorgan Trust I | 26,195 | 49.4M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| Dodge & Cox Balanced Fund Dodge & Cox Funds | 25,200 | 47.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 23,909 | 45.1M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 23,436 | 44.2M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 20,097 | 37.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 19,260 | 36.6M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 18,819 | 35.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 15,118 | 30M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 15,320 | 28.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 14,937 | 28.4M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 14,852 | 28.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| AB Discovery Value Fund AB TRUST | 14,821 | 28.1M $ | 1.14 % | as of Feb 28, 2026 · Original filing |
| BlackRock Mid-Cap Value Fund BlackRock Mid-Cap Value Series, Inc. | 13,889 | 27.6M $ | 2.62 % | as of Apr 30, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 13,727 | 27.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 13,669 | 27.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| BlackRock High Equity Income Fund BlackRock Funds | 14,102 | 26.8M $ | 1.28 % | as of Feb 27, 2026 · Original filing |
| Brown Advisory Flexible Equity ETF ADVISORS' INNER CIRCLE III | 14,029 | 26.4M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| Reinhart Genesis PMV Fund Managed Portfolio Series | 12,830 | 24.4M $ | 4.02 % | as of Feb 28, 2026 · Original filing |
| Natixis Oakmark Fund Natixis Funds Trust II | 12,801 | 24.1M $ | 2.23 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 12,604 | 23.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL UNCONSTRAINED EQUITY Capitol Series Trust | 12,430 | 23.4M $ | 4.38 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 12,244 | 23.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 12,133 | 22.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Oakmark U.S. Large Cap ETF Harris Oakmark ETF Trust | 11,878 | 22.4M $ | 2.10 % | as of Mar 31, 2026 · Original filing |
| Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 11,362 | 21.6M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,279 | 21.3M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 10,417 | 19.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Regional Banks ETF iShares Trust | 10,299 | 19.4M $ | 3.42 % | as of Mar 31, 2026 · Original filing |
| LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,862 | 18.6M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 9,300 | 17.7M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 9,342 | 17.6M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 9,186 | 17.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 8,755 | 17.4M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 8,705 | 17.3M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS | 8,645 | 17.2M $ | 2.12 % | as of Apr 30, 2026 · Original filing |
| Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II | 9,028 | 17M $ | 2.86 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 8,458 | 16.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 8,548 | 16.1M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 8,346 | 15.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory Flexible Equity Fund Brown Advisory Funds | 8,167 | 15.4M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 7,624 | 15.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 7,607 | 15.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Meridian Contrarian Fund Meridian Fund Inc | 7,886 | 14.9M $ | 2.53 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 7,415 | 14.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 7,663 | 14.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 7,153 | 14.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Natixis U.S. Equity Opportunities Fund Natixis Funds Trust I | 7,400 | 13.9M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Value Factor ETF iShares Trust | 7,015 | 13.9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Artisan Mid Cap Value Fund Artisan Partners Funds Inc. | 7,352 | 13.9M $ | 2.82 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 7,195 | 13.6M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| BlackRock Strategic Income Opportunities Portfolio BlackRock Funds V | 7,184 | 13.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 6,857 | 12.9M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 6,717 | 12.7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 6,376 | 12.6M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 6,206 | 12.3M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 6,426 | 12.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 5,702 | 11.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 5,883 | 11.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 5,806 | 11M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 5,696 | 10.7M $ | 3.32 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 5,600 | 10.6M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Dividend Value Fund VALIC Co I | 5,470 | 10.4M $ | 1.42 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,448 | 10.3M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 5,075 | 10.1M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| JNL/JPMorgan U.S. Value Fund JNL Series Trust | 5,312 | 10M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 5,040 | 10M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 5,300 | 10M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 5,127 | 9.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 5,142 | 9.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Allspring Large Cap Core Fund ALLSPRING FUNDS TRUST | 4,876 | 9.7M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 4,831 | 9.6M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 4,815 | 9.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 4,804 | 9.5M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| AMG River Road Mid Cap Value Fund AMG Funds IV | 4,665 | 9.3M $ | 2.38 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 4,665 | 9.3M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 4,535 | 9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 4,731 | 9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 4,746 | 8.9M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust | 4,662 | 8.8M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 4,613 | 8.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AQR Large Cap Defensive Style Fund AQR Funds | 4,509 | 8.5M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 4,424 | 8.4M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 4,454 | 8.4M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| BlackRock Basic Value V.I. Fund BlackRock Variable Series Funds, Inc. | 4,297 | 8.1M $ | 2.67 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 4,059 | 7.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,938 | 7.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 3,737 | 7.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VIP Value Portfolio Variable Insurance Products Fund | 3,878 | 7.3M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 3,564 | 7.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 3,741 | 7.1M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Regional Bank Fund John Hancock Investment Trust II | 3,460 | 6.9M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 3,438 | 6.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,518 | 6.7M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| JNL Multi-Manager U.S. Select Equity Fund JNL Series Trust | 3,434 | 6.5M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 3,227 | 6.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 3,183 | 6.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST | 3,143 | 6.2M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 3,265 | 6.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 3,104 | 6.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 3,012 | 6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 3,128 | 5.9M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 2,894 | 5.7M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| iShares Large Cap Value Active ETF BlackRock ETF Trust | 2,835 | 5.6M $ | 1.77 % | as of Apr 30, 2026 · Original filing |
| Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 2,887 | 5.4M $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 2,699 | 5.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,746 | 5.2M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 2,608 | 5.2M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST | 2,735 | 5.2M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 2,595 | 5.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 2,726 | 5.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 2,601 | 4.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc | 2,581 | 4.9M $ | 3.96 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,443 | 4.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 2,429 | 4.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 2,441 | 4.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,402 | 4.5M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust | 2,385 | 4.5M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| BlackRock Equity Dividend V.I. Fund BlackRock Variable Series Funds, Inc. | 2,384 | 4.5M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 2,229 | 4.4M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 2,342 | 4.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 2,192 | 4.3M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 2,271 | 4.3M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 2,097 | 4.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Embark Small Cap Equity Fund Harbor Funds II | 1,957 | 3.9M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 2,020 | 3.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 1,998 | 3.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 1,845 | 3.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,828 | 3.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 1,826 | 3.6M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 1,819 | 3.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,816 | 3.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 1,806 | 3.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Huber Select Large Cap Value Fund Advisors Series Trust | 1,800 | 3.6M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 1,756 | 3.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| AB Large Cap Value Fund AB TRUST | 1,759 | 3.3M $ | 0.69 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 1,677 | 3.3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| BlackRock Total Return Fund BlackRock Bond Fund, Inc. | 1,737 | 3.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 1,553 | 3.1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 1,522 | 2.9M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 1,522 | 2.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 1,515 | 2.9M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,508 | 2.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc | 1,511 | 2.8M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 1,489 | 2.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Allspring Mid Cap Value Portfolio Brighthouse Funds Trust I | 1,480 | 2.8M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 1,477 | 2.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Founders Fund Fidelity Concord Street Trust | 1,387 | 2.8M $ | 1.30 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,382 | 2.6M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,390 | 2.6M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,383 | 2.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 1,369 | 2.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 1,307 | 2.6M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | 1,345 | 2.5M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Value Advantage Portfolio PACIFIC SELECT FUND | 1,325 | 2.5M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 1,272 | 2.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 1,191 | 2.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Inspire 100 ETF Northern Lights Fund Trust IV | 1,153 | 2.2M $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| NVIT J.P. Morgan Equity and Options Total Return Fund Nationwide Variable Insurance Trust | 1,155 | 2.2M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,155 | 2.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 1,050 | 2.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 1,097 | 2.1M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 1,099 | 2.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST | 1,029 | 2M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| MML Equity Fund MML Series Investment Fund II | 1,060 | 2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Value Fund Fidelity Advisor Series I | 1,002 | 2M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,028 | 1.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 951 | 1.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Blue Chip Investor Fund BLUE CHIP INVESTOR FUNDS | 1,000 | 1.9M $ | 4.37 % | as of Mar 31, 2026 · Original filing |
| Reinhart Mid Cap PMV Fund Managed Portfolio Series | 981 | 1.9M $ | 1.99 % | as of Feb 28, 2026 · Original filing |
| VictoryShares US Value Momentum ETF Victory Portfolios II | 963 | 1.8M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap ETF iShares Trust | 901 | 1.8M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| LS OPPORTUNITY FUND Valued Advisers Trust | 925 | 1.8M $ | 1.85 % | as of Feb 28, 2026 · Original filing |
| The Beehive ETF Tidal Trust III | 921 | 1.7M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 841 | 1.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 842 | 1.6M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND | 831 | 1.6M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| AMG River Road Large Cap Value Select Fund AMG Funds I | 787 | 1.6M $ | 3.65 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 759 | 1.5M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| AST Large-Cap Value Portfolio Advanced Series Trust | 795 | 1.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 753 | 1.5M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 781 | 1.5M $ | 0.20 % | as of Feb 28, 2026 · Original filing |