Funds holding Invesco Ltd
557 funds declare a position · 166 ETFs and 391 other funds · 3.9B $ · BMG491BT1088
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 | 13,355,148 | 324.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 11,282,787 | 274.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 9,305,648 | 243.9M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 9,719,398 | 236.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 7,043,495 | 184.6M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 6,188,789 | 150.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 5,664,348 | 148.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 5,710,503 | 138.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 5,254,765 | 137.7M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,072,948 | 80.5M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | 3,112,306 | 75.6M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 3,008,120 | 73.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 2,557,359 | 67M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,501,850 | 60.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 2,132,570 | 55.9M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| Nomura Growth and Income Fund Delaware Group Equity Funds IV | 2,234,961 | 54.3M $ | 3.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,435,605 | 37.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,348,017 | 35.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,345,749 | 35.3M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,322,990 | 34.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,394,038 | 33.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Value Fund WisdomTree Trust | 1,342,431 | 32.6M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 1,342,350 | 32.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 1,232,650 | 32.3M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 1,201,796 | 31.6M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| AB Discovery Value Fund AB TRUST | 1,157,286 | 30.4M $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 1,123,073 | 29.4M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 1,206,216 | 29.3M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 1,154,438 | 28M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 1,055,842 | 27.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Nomura VIP Growth and Income Series Delaware VIP Trust | 1,085,690 | 26.4M $ | 2.90 % | as of Mar 31, 2026 · Original filing |
| Columbia Dividend Opportunity Fund Columbia Funds Series Trust II | 1,003,300 | 26.3M $ | 1.12 % | as of Feb 28, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 980,584 | 25.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 882,078 | 23.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| State Farm Growth Fund Advisers Investment Trust | 944,800 | 22.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 939,119 | 22.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 833,440 | 21.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 839,436 | 20.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Carillon Scout Mid Cap Fund Carillon Series Trust | 784,945 | 19.1M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 760,320 | 18.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 657,408 | 17.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 702,900 | 17.1M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 678,881 | 16.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 596,239 | 15.7M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust | 557,836 | 14.6M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 541,561 | 14.2M $ | 1.26 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 566,984 | 13.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 560,421 | 13.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 518,109 | 13.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 495,029 | 13M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 525,095 | 12.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 521,223 | 12.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 504,221 | 12.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 455,963 | 12M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 445,904 | 11.7M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 439,951 | 11.6M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 459,569 | 11.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| FlexShares Quality Dividend Index Fund FlexShares Trust | 400,950 | 10.5M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 420,219 | 10.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 378,330 | 9.9M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 397,731 | 9.7M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 383,041 | 9.3M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 350,101 | 9.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 374,821 | 9.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 338,463 | 8.9M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 364,661 | 8.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 363,710 | 8.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 355,585 | 8.6M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 329,424 | 8.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II | 320,554 | 8.4M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| SEI Enhanced U.S. Large Cap Momentum Factor ETF SEI EXCHANGE TRADED FUNDS | 340,023 | 8.3M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 298,712 | 7.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 319,975 | 7.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II | 312,700 | 7.6M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 278,111 | 7.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Adaptiv Select ETF Series Portfolios Trust | 269,449 | 7.1M $ | 4.12 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 262,726 | 6.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 281,650 | 6.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 278,807 | 6.8M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 257,771 | 6.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust | 247,998 | 6.5M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust | 246,561 | 6.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 262,379 | 6.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Mid Value Fund John Hancock Funds II | 235,240 | 6.2M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 High Beta ETF Invesco Exchange-Traded Fund Trust II | 234,334 | 6.2M $ | 0.96 % | 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. | 253,300 | 6.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 234,142 | 6.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust | 231,530 | 6.1M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 230,517 | 6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 229,847 | 6M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 237,134 | 5.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 216,283 | 5.7M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 211,496 | 5.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust | 228,626 | 5.6M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 224,960 | 5.5M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 219,210 | 5.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 218,777 | 5.3M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 201,710 | 5.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| PIMCO RAE US Fund PIMCO Equity Series | 217,549 | 5.3M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 216,506 | 5.3M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 200,063 | 5.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 198,254 | 5.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 213,211 | 5.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Systematic Value Fund VALIC Co I | 193,849 | 5.1M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST | 194,031 | 5.1M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 202,904 | 4.9M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 202,841 | 4.9M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 201,823 | 4.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 179,137 | 4.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 190,983 | 4.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 175,559 | 4.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 187,111 | 4.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 173,058 | 4.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 169,919 | 4.5M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 165,946 | 4.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 156,477 | 4.1M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 156,250 | 4.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Olstein All Cap Value Fund Managed Portfolio Series | 168,000 | 4.1M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 167,522 | 4.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust | 161,038 | 3.9M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 148,027 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 147,453 | 3.9M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 143,298 | 3.8M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 142,368 | 3.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 141,087 | 3.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 149,439 | 3.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 138,424 | 3.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 137,330 | 3.6M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 146,598 | 3.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Mid Value Trust John Hancock Variable Insurance Trust | 144,856 | 3.5M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 143,295 | 3.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 132,505 | 3.5M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| The U.S. Equity Portfolio HC Capital Trust | 140,122 | 3.4M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 139,987 | 3.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 127,396 | 3.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| AQR Large Cap Multi-Style Fund AQR Funds | 137,133 | 3.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 128,713 | 3.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| State Farm Balanced Fund Advisers Investment Trust | 128,100 | 3.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 126,463 | 3.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 117,001 | 3.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Convergence Long/Short Equity ETF Trust for Professional Managers | 114,732 | 3M $ | 0.90 % | as of Feb 28, 2026 · Original filing |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 112,914 | 3M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 112,427 | 2.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 112,104 | 2.9M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 119,532 | 2.9M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 109,545 | 2.9M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 108,442 | 2.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 103,514 | 2.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 102,443 | 2.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 101,980 | 2.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 101,372 | 2.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 100,016 | 2.6M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 99,329 | 2.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 105,330 | 2.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI | 103,676 | 2.5M $ | 4.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 94,673 | 2.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 101,266 | 2.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 93,491 | 2.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 100,656 | 2.4M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 99,100 | 2.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 98,739 | 2.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 98,105 | 2.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII | 90,696 | 2.4M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 89,816 | 2.4M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 91,968 | 2.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 84,947 | 2.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 91,329 | 2.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Goldman Sachs Mid Cap Value Portfolio EQ Advisors Trust | 90,476 | 2.2M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Goldman Sachs Variable Insurance Trust | 89,449 | 2.2M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 81,552 | 2.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 79,102 | 2.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 78,377 | 2.1M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 74,912 | 2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 72,897 | 1.9M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 72,634 | 1.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 72,480 | 1.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 77,784 | 1.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 76,694 | 1.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 76,300 | 1.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 69,811 | 1.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 72,465 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Horizon Multi-Factor U.S. Equity Fund Horizon Funds | 65,827 | 1.7M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 65,450 | 1.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 64,431 | 1.7M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 69,348 | 1.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 69,047 | 1.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| AQR Alternative Risk Premia Fund AQR Funds | 68,830 | 1.7M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 63,555 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 67,665 | 1.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 62,573 | 1.6M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 67,400 | 1.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Principal Value ETF Principal Exchange-Traded Funds | 66,958 | 1.6M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 61,737 | 1.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 66,504 | 1.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 61,436 | 1.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 60,193 | 1.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Income Equity Fund Northern Funds | 62,628 | 1.5M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 61,866 | 1.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Columbia Large Cap Enhanced Core Fund COLUMBIA FUNDS SERIES TRUST | 56,930 | 1.5M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| AQR Multi-Asset Fund AQR Funds | 61,545 | 1.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |