Funds holding HF Sinclair Corp
495 funds declare a position · 143 ETFs and 352 other funds · 4.2B $ · US4039491000
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 5,176,714 | 323M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,971,441 | 310.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 4,823,645 | 241.2M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,605,228 | 224.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 2,792,561 | 187.7M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,420,426 | 162.7M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,295,788 | 143.2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 2,137,894 | 133.4M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,745,013 | 108.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF SPDR SERIES TRUST | 1,467,118 | 91.5M $ | 2.58 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,317,694 | 88.6M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| Victory Pioneer Multi-Asset Income Fund Victory Portfolios IV | 1,151,318 | 77.4M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 958,408 | 64.4M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 900,233 | 60.5M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap Momentum ETF Invesco Exchange-Traded Fund Trust | 899,968 | 60.5M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| First Trust Energy AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 738,425 | 49.6M $ | 4.10 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 794,294 | 49.6M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 763,751 | 47.7M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 615,317 | 41.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 821,994 | 41.1M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| VANGUARD ENERGY INDEX FUND VANGUARD WORLD FUND | 799,704 | 40M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II | 799,027 | 40M $ | 4.16 % | as of Feb 28, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 628,690 | 39.2M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 577,667 | 38.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 595,158 | 37.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 529,845 | 35.6M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST | 567,491 | 35.4M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 699,693 | 35M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 474,083 | 31.9M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 465,639 | 29.1M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 387,785 | 26.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 514,474 | 25.7M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Nomura Growth and Income Fund Delaware Group Equity Funds IV | 407,283 | 25.4M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Value Fund WisdomTree Trust | 392,128 | 24.5M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 351,963 | 23.7M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 337,290 | 22.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 422,363 | 21.1M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 300,000 | 20.2M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 321,619 | 20.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Virtus NFJ Dividend Value Fund Virtus Investment Trust | 296,637 | 18.5M $ | 3.85 % | as of Mar 31, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 270,840 | 16.9M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 236,974 | 15.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 233,083 | 15.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 305,554 | 15.3M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 240,879 | 15M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 291,360 | 14.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Nomura VIP Growth and Income Series Delaware VIP Trust | 231,291 | 14.4M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Select Mid Cap Growth Fund Victory Portfolios IV | 286,361 | 14.3M $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 208,886 | 14M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| AB Discovery Value Fund AB TRUST | 280,703 | 14M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Small Cap Value Fund JANUS INVESTMENT FUND | 223,944 | 14M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 201,980 | 12.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Small-MidCap Dividend Income Fund Principal Funds, Inc | 246,141 | 12.3M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 246,121 | 12.3M $ | 1.08 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 192,133 | 12M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 237,993 | 11.9M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 189,771 | 11.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 189,513 | 11.8M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 231,012 | 11.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 157,126 | 10.6M $ | 2.32 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 155,321 | 10.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS | 153,388 | 10.3M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 205,506 | 10.3M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | 162,860 | 10.2M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| Aggressive Growth Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 150,000 | 10.1M $ | 1.74 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 157,767 | 9.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| First Trust US Equity Opportunities ETF First Trust Exchange-Traded Fund | 157,718 | 9.8M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| Cambria Shareholder Yield ETF Cambria ETF Trust | 145,612 | 9.8M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| Fundstrat Granny Shots US Small- & Mid-Cap ETF Tidal Trust III | 144,150 | 9.7M $ | 2.13 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 141,704 | 9.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 147,562 | 9.2M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Oil & Gas Exploration & Production ETF iShares Trust | 146,859 | 9.2M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Energy Index ETF FIDELITY COVINGTON TRUST | 135,849 | 9.1M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 135,469 | 9.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 134,722 | 9.1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 130,668 | 8.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Energy Sector Fund JNL Series Trust | 138,220 | 8.6M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 135,200 | 8.4M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 125,087 | 8.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 134,198 | 8.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Energy ETF iShares Trust | 123,994 | 8.3M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 163,979 | 8.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 128,162 | 8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust | 114,131 | 7.7M $ | 2.41 % | as of Apr 30, 2026 · Original filing |
| LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 112,900 | 7.6M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 121,018 | 7.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 113,616 | 7.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 112,000 | 7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 109,248 | 6.8M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 106,546 | 6.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Virtus NFJ Large-Cap Value Fund Virtus Investment Trust | 106,363 | 6.6M $ | 4.07 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 105,443 | 6.6M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| ICON Natural Resources and Infrastructure Fund SCM Trust | 105,000 | 6.6M $ | 4.87 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 128,811 | 6.4M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 103,089 | 6.4M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Victory Income Stock Fund Victory Portfolios III | 95,680 | 6.4M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Virtus NFJ Small-Cap Value Fund Virtus Investment Trust | 102,781 | 6.4M $ | 2.65 % | as of Mar 31, 2026 · Original filing |
| VanEck Oil Refiners ETF VanEck ETF Trust | 101,395 | 6.3M $ | 4.79 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 99,100 | 6.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 91,706 | 6.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 98,335 | 6.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 121,844 | 6.1M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares Direxion Shares ETF Trust | 90,515 | 6.1M $ | 2.04 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 97,394 | 6.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 115,295 | 5.8M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 84,250 | 5.7M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 83,489 | 5.6M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 88,071 | 5.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 81,700 | 5.5M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| AQR Large Cap Multi-Style Fund AQR Funds | 87,788 | 5.5M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 81,097 | 5.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Victory Pioneer Global Equity Fund Victory Portfolios IV | 106,743 | 5.3M $ | 0.67 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 81,400 | 5.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 73,348 | 4.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 72,915 | 4.9M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 72,200 | 4.9M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 74,572 | 4.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 74,100 | 4.6M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 92,343 | 4.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 91,122 | 4.6M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 72,875 | 4.5M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 72,774 | 4.5M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 72,709 | 4.5M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 65,520 | 4.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Buffalo Flexible Allocation Fund Buffalo Funds | 70,000 | 4.4M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| PIMCO RAE US Fund PIMCO Equity Series | 69,810 | 4.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 62,856 | 4.2M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 84,442 | 4.2M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| Invesco Energy Exploration & Production ETF Invesco Exchange-Traded Fund Trust | 62,007 | 4.2M $ | 3.12 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 61,905 | 4.2M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 83,083 | 4.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 60,990 | 4.1M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 65,668 | 4.1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 81,851 | 4.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 81,794 | 4.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 81,535 | 4.1M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 64,992 | 4.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 59,815 | 4M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 79,981 | 4M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| Victory Multi-Cap Fund Victory Portfolios | 63,000 | 3.9M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 62,603 | 3.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 57,128 | 3.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 55,132 | 3.7M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 58,942 | 3.7M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 73,299 | 3.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 58,357 | 3.6M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 52,971 | 3.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 56,923 | 3.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Opus Small Cap Value ETF ETF Series Solutions | 52,737 | 3.5M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 56,003 | 3.5M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 55,538 | 3.5M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 51,000 | 3.4M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 54,900 | 3.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| AMG River Road Small-Mid Cap Value Fund AMG Funds IV | 50,821 | 3.4M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 50,380 | 3.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 54,003 | 3.4M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST | 53,900 | 3.4M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 49,727 | 3.3M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 53,063 | 3.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 49,168 | 3.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 52,856 | 3.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 48,975 | 3.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 51,000 | 3.2M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 45,688 | 3.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 60,621 | 3M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 46,000 | 2.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 45,788 | 2.9M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| FT Energy Income Partners Strategy ETF First Trust Exchange-Traded Fund IV | 42,294 | 2.8M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 44,732 | 2.8M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 41,346 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 43,869 | 2.7M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 54,563 | 2.7M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 40,382 | 2.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 43,402 | 2.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Victory Growth & Income Fund Victory Portfolios III | 40,046 | 2.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 41,881 | 2.6M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 40,846 | 2.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| LargeCap Growth Fund I Principal Funds, Inc | 37,639 | 2.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| American Century U.S. Quality Growth ETF American Century ETF Trust | 49,739 | 2.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 39,407 | 2.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco Dorsey Wright Energy Momentum ETF Invesco Exchange-Traded Fund Trust | 35,820 | 2.4M $ | 2.84 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust | 38,479 | 2.4M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 35,651 | 2.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Columbia Disciplined Growth Fund Columbia Funds Series Trust II | 34,474 | 2.3M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| iShares North American Natural Resources ETF iShares Trust | 36,641 | 2.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Distillate Small/Mid Cash Flow ETF ETF Series Solutions | 35,975 | 2.2M $ | 1.87 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 35,228 | 2.2M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Parametric Equity Premium Income ETF Morgan Stanley ETF Trust | 35,078 | 2.2M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 35,035 | 2.2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 32,345 | 2.2M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 34,488 | 2.2M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 33,949 | 2.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| BlackRock Energy Opportunities Fund BlackRock Funds | 41,164 | 2.1M $ | 0.60 % | as of Feb 27, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 30,492 | 2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 29,890 | 2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Invesco SteelPath MLP Select 40 Fund AIM Investment Funds (Invesco Investment Funds) | 39,707 | 2M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 30,301 | 1.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 30,056 | 1.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 36,800 | 1.8M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 27,134 | 1.8M $ | 0.25 % | as of Apr 30, 2026 · Original filing |