Funds holding IDEX Corp
578 funds declare a position · 166 ETFs and 412 other funds · 5.8B $ · US45167R1041
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,356,608 | 446.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 1,902,295 | 360.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,714,363 | 325M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 1,429,211 | 270.9M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 1,105,662 | 209.6M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,091,661 | 206.9M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Victory Sycamore Established Value Fund Victory Portfolios | 1,085,000 | 205.7M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 952,546 | 199.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 1,011,729 | 191.8M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 867,482 | 189M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 963,097 | 182.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VanEck Morningstar Wide Moat ETF VanEck ETF Trust | 883,822 | 167.5M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS | 514,270 | 107.7M $ | 0.87 % | as of Feb 28, 2026 · Original filing |
| Invesco Water Resources ETF Invesco Exchange-Traded Fund Trust | 420,770 | 91.7M $ | 4.39 % | as of Apr 30, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 420,194 | 91.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 481,862 | 91.3M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| FAM VALUE FUND Fenimore Asset Management Trust | 431,530 | 81.8M $ | 4.82 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 422,918 | 80.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Industrial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 419,857 | 79.6M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 297,683 | 64.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| First Trust Water ETF First Trust Exchange-Traded Fund | 326,948 | 62M $ | 3.48 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 279,981 | 61M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 288,961 | 54.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Calvert Equity Fund Calvert Social Investment Fund | 261,059 | 49.5M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 232,246 | 44M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II | 227,000 | 43M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 202,407 | 42.4M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds | 192,420 | 41.9M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 212,000 | 40.2M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 173,766 | 37.9M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MID CAP STOCK FUND Thrivent Mutual Funds | 167,518 | 36.5M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 167,441 | 36.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 179,764 | 34.1M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 173,862 | 33M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 157,201 | 29.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 139,921 | 29.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 118,943 | 25.9M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 116,263 | 25.3M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 114,655 | 25M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 128,219 | 24.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 110,726 | 23.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Large Cap Equity Fund Weitz Funds | 120,000 | 22.7M $ | 3.64 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 101,768 | 22.2M $ | 1.87 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 100,027 | 21.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 109,399 | 20.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 109,069 | 20.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Nicholas II, Inc. Nicholas II, Inc. | 92,468 | 20.1M $ | 2.29 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 90,686 | 19.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MID CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 103,181 | 19.6M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 85,730 | 18.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Value Fund American Century Capital Portfolios, Inc. | 98,014 | 18.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 97,017 | 18.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 86,213 | 18.1M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 93,288 | 17.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 87,663 | 16.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 78,670 | 16.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 77,269 | 16.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 83,500 | 15.8M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 73,671 | 15.4M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 70,099 | 15.3M $ | 1.50 % | as of Apr 30, 2026 · Original filing |
| FAM DIVIDEND FOCUS FUND Fenimore Asset Management Trust | 80,000 | 15.2M $ | 2.40 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 68,745 | 15M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 68,625 | 14.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Boston Trust SMID Cap Fund Boston Trust Walden Funds | 76,932 | 14.6M $ | 2.10 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 66,146 | 14.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 75,388 | 14.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 65,301 | 14.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST | 74,132 | 14.1M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 64,046 | 14M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Industrials ETF Invesco Exchange-Traded Fund Trust | 63,540 | 13.8M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| Partners III Opportunity Fund Weitz Funds | 70,000 | 13.3M $ | 4.23 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 68,305 | 12.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Mid Cap Value Fund JANUS INVESTMENT FUND | 67,100 | 12.7M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 63,368 | 12M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| JOHNSON EQUITY INCOME FUND Johnson Mutual Funds Trust | 63,000 | 11.9M $ | 1.73 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 54,755 | 11.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I | 60,200 | 11.4M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 48,873 | 10.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Transamerica Aegon Sustainable Equity Income VP TRANSAMERICA SERIES TRUST | 55,152 | 10.5M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| Multi Cap Equity Fund Weitz Funds | 55,000 | 10.4M $ | 2.19 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 54,443 | 10.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JNL/Morningstar Wide Moat Index Fund JNL Series Trust | 53,773 | 10.2M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 43,877 | 9.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 50,300 | 9.5M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| The Gabelli Asset Fund Gabelli Asset Fund | 50,200 | 9.5M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 49,335 | 9.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 44,071 | 9.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 43,965 | 9.2M $ | 0.75 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 43,659 | 9.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 47,445 | 9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 47,243 | 9M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 45,995 | 8.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 45,359 | 8.6M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Nicholas Equity Income Fund, Inc. Nicholas Equity Income Fund, Inc. | 38,845 | 8.5M $ | 1.81 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 38,809 | 8.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 39,496 | 8.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Virtus Duff & Phelps Water Fund Virtus Strategy Trust | 42,613 | 8.1M $ | 1.58 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 42,009 | 8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 41,056 | 7.8M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Boston Trust Walden SMID Cap Fund Boston Trust Walden Funds | 40,574 | 7.7M $ | 2.51 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 34,606 | 7.2M $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| Guardian Equity Income VIP Fund Guardian Variable Products Trust | 37,063 | 7M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 37,050 | 7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| CIBC ATLAS MID CAP EQUITY FUND ADVISORS' INNER CIRCLE FUND | 32,227 | 7M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 32,777 | 6.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 35,879 | 6.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 35,635 | 6.8M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Nationwide Geneva Mid Cap Growth Fund Nationwide Mutual Funds | 30,923 | 6.7M $ | 2.57 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 32,062 | 6.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 30,742 | 6.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| CAPITAL GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 35,300 | 6.7M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 30,298 | 6.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Invesco Global Water ETF Invesco Exchange-Traded Fund Trust II | 30,129 | 6.6M $ | 2.34 % | as of Apr 30, 2026 · Original filing |
| Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 34,622 | 6.6M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 33,460 | 6.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 29,113 | 6.3M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Eaton Vance Global Equity Income Fund Eaton Vance Mutual Funds Trust | 28,301 | 6.2M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust | 32,000 | 6.1M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 30,500 | 5.8M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 29,780 | 5.6M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 25,899 | 5.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 24,568 | 5.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II | 28,000 | 5.3M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 28,000 | 5.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 23,763 | 5.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 23,388 | 5.1M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Brown Advisory Small-Cap Growth Fund Brown Advisory Funds | 26,575 | 5M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| Transamerica Sustainable Equity Income TRANSAMERICA FUNDS | 22,580 | 4.9M $ | 2.37 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Growth Opportunities Fund LORD ABBETT RESEARCH FUND INC | 23,413 | 4.9M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 22,283 | 4.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 22,152 | 4.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 21,538 | 4.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 24,700 | 4.7M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 24,618 | 4.7M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| CIBC ATLAS INCOME OPPORTUNITIES FUND ADVISORS' INNER CIRCLE FUND | 21,331 | 4.6M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 24,170 | 4.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 20,777 | 4.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 23,604 | 4.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 20,333 | 4.4M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 23,304 | 4.4M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 20,672 | 4.3M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Industrials ETF iShares Trust | 18,984 | 4.1M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 18,953 | 4.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 21,136 | 4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 17,825 | 3.9M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 20,343 | 3.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 20,330 | 3.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 20,224 | 3.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 16,881 | 3.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 17,147 | 3.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Global Equity Fund RUSSELL INVESTMENT CO | 16,421 | 3.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 16,075 | 3.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 16,032 | 3.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 15,961 | 3.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 15,857 | 3.5M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 16,459 | 3.4M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 15,760 | 3.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 15,720 | 3.4M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | 18,026 | 3.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| ABSOLUTE SELECT VALUE ETF Unified Series Trust | 18,025 | 3.4M $ | 2.43 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 17,232 | 3.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nuance Mid Cap Value Fund Managed Portfolio Series | 14,612 | 3.2M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 16,789 | 3.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 16,700 | 3.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 16,677 | 3.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 14,468 | 3.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Boston Trust Midcap Fund Boston Trust Walden Funds | 16,595 | 3.1M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 16,538 | 3.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Boston Partners Long/Short Research Fund RBB Fund, Inc. | 14,391 | 3M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 13,693 | 3M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 15,504 | 2.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 15,358 | 2.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 15,065 | 2.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 13,082 | 2.8M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Heartland Value Plus Fund HEARTLAND GROUP INC. | 15,000 | 2.8M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 14,553 | 2.8M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| Conservative Allocation Fund Weitz Funds | 14,500 | 2.7M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 12,616 | 2.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 12,598 | 2.7M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| KBI GLOBAL INVESTORS AQUARIUS FUND ADVISORS' INNER CIRCLE III | 12,483 | 2.7M $ | 4.67 % | as of Apr 30, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 12,850 | 2.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Calvert Global Water Fund Calvert Impact Fund, Inc. | 14,143 | 2.7M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 12,230 | 2.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Eventide Balanced Fund MUTUAL FUND SERIES TRUST | 14,053 | 2.7M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Large Cap Core Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 13,944 | 2.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 12,612 | 2.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Boston Trust Walden Midcap Fund Boston Trust Walden Funds | 13,820 | 2.6M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust | 11,999 | 2.6M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 11,945 | 2.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 11,399 | 2.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 12,849 | 2.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 12,800 | 2.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| PAPP SMALL & MID-CAP GROWTH FUND Papp Investment Trust | 11,000 | 2.3M $ | 5.02 % | as of Feb 28, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 12,130 | 2.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 11,584 | 2.2M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 11,407 | 2.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 10,274 | 2.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 9,722 | 2.1M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust | 10,976 | 2.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 10,928 | 2.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |