Funds holding KKR & Co Inc
696 funds declare a position · 196 ETFs and 500 other funds · 21.7B $ · US48251W1045
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 21,236,824 | 2B $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 17,443,748 | 1.6B $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| MidCap Fund Principal Funds, Inc | 10,401,420 | 1.1B $ | 4.31 % | as of Apr 30, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 9,989,523 | 1B $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 11,698,283 | 1B $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 8,827,851 | 816.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 8,734,559 | 765.8M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 7,604,746 | 703.4M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| MFS Value Fund MFS SERIES TRUST I | 7,045,893 | 617.8M $ | 1.10 % | as of Feb 28, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 6,185,071 | 572.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Akre Focus ETF Professionally Managed Portfolios | 5,219,159 | 544.6M $ | 8.50 % | as of Apr 30, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 4,650,365 | 430.2M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| New Perspective Fund New Perspective Fund | 3,889,888 | 359.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,870,182 | 358M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| MFS Growth Fund MFS Series Trust II | 3,807,147 | 333.8M $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| AMCAP Fund AMCAP Fund | 3,596,009 | 315.3M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| Investment Co of America Investment Co of America | 2,968,229 | 274.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Fundamental Large Cap Core Fund John Hancock Investment Trust | 2,484,109 | 259.2M $ | 4.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 2,420,132 | 252.5M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,459,423 | 215.6M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Equity Income Fund Principal Funds, Inc | 1,935,908 | 202M $ | 2.48 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,935,888 | 202M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 1,990,951 | 184.2M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| New Economy Fund New Economy Fund | 2,016,828 | 176.8M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 1,903,335 | 166.9M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,519,816 | 158.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 1,692,195 | 156.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Blue Chip Fund Principal Funds, Inc | 1,762,980 | 154.6M $ | 1.82 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,443,651 | 133.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 1,431,414 | 132.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 1,330,122 | 116.6M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 1,317,004 | 115.5M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 1,283,665 | 112.6M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| American Mutual Fund American Mutual Fund | 1,055,438 | 110.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 1,168,667 | 108.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 1,019,025 | 106.3M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Brown Advisory Sustainable Growth Fund Brown Advisory Funds | 1,147,856 | 106.2M $ | 2.42 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 984,165 | 102.7M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| Franklin Rising Dividends Fund Franklin Managed Trust | 1,080,000 | 99.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 1,037,600 | 96M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD GROWTH OPPORTUNITIES FUND HARTFORD MUTUAL FUNDS II, INC | 913,629 | 95.3M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,067,913 | 93.6M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 1,042,077 | 91.4M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 969,700 | 89.7M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,016,671 | 89.1M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Fundamental All Cap Core Trust John Hancock Variable Insurance Trust | 903,169 | 83.5M $ | 3.64 % | as of Mar 31, 2026 · Original filing |
| Capital Group Growth ETF Capital Group Growth ETF | 909,228 | 79.7M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 861,190 | 79.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Invesco Equity and Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 852,491 | 74.7M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Stock Fund Fidelity Concord Street Trust | 707,923 | 73.9M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 784,888 | 72.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Growth ETF iShares Trust | 778,951 | 72.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Putnam Sustainable Leaders Fund Putnam Sustainable Leaders Fund | 761,700 | 70.5M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 681,677 | 63.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 705,729 | 61.9M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 575,352 | 60M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 627,054 | 58M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc | 616,000 | 57M $ | 3.14 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 544,979 | 56.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 598,000 | 55.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Neuberger Long Short Fund NEUBERGER BERMAN ALTERNATIVE FUNDS | 514,733 | 53.7M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 564,481 | 52.2M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 576,475 | 50.5M $ | 5.11 % | as of Feb 28, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 545,180 | 50.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory Flexible Equity ETF ADVISORS' INNER CIRCLE III | 543,326 | 50.3M $ | 3.41 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 478,706 | 49.9M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 532,402 | 49.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 528,128 | 48.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 484,785 | 44.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 405,248 | 42.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | 445,485 | 41.2M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| Fidelity Dividend Growth Fund Fidelity Securities Fund | 393,800 | 41.1M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC | 384,109 | 40.1M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 431,364 | 39.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Growth Fund American Century Mutual Funds, Inc. | 381,552 | 39.8M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 374,069 | 39M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| Invesco Growth and Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 437,641 | 38.4M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 405,245 | 37.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 356,469 | 37.2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| American Funds Global Insight Fund American Funds Global Insight Fund | 350,841 | 36.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| CTIVP - Principal Large Cap Growth Fund Columbia Funds Variable Series Trust II | 387,369 | 35.8M $ | 2.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | 380,314 | 35.2M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 399,764 | 35.1M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 399,463 | 35M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 376,299 | 34.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 371,169 | 34.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Transamerica WMC US Growth VP TRANSAMERICA SERIES TRUST | 346,430 | 32M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory Flexible Equity Fund Brown Advisory Funds | 346,288 | 32M $ | 3.57 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 338,191 | 31.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| MFS Value Portfolio Brighthouse Funds Trust II | 334,443 | 30.9M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 331,438 | 30.7M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| SA Wellington Capital Appreciation Portfolio SUNAMERICA SERIES TRUST | 328,666 | 30.4M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| Lord Abbett Fundamental Equity Fund LORD ABBETT SECURITIES TRUST | 289,969 | 30.3M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 323,156 | 29.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 321,338 | 29.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 315,154 | 29.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST | 314,042 | 29M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Fidelity Leveraged Company Stock Fund Fidelity Securities Fund | 275,000 | 28.7M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 305,045 | 28.2M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 299,811 | 27.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| MFS Research Fund MFS Series Trust V | 286,132 | 26.5M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 283,658 | 26.2M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 283,625 | 26.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 296,034 | 26M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| MFS Core Equity Fund MFS SERIES TRUST I | 288,301 | 25.3M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 240,414 | 25.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 266,072 | 24.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 278,162 | 24.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 261,300 | 24.2M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | 260,604 | 24.1M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 260,200 | 24.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS | 229,879 | 24M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 266,975 | 23.4M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 223,300 | 23.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 220,163 | 23M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 219,069 | 22.9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 215,273 | 22.5M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| Ariel Appreciation Fund Ariel Investment Trust | 240,627 | 22.3M $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 207,081 | 21.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 205,141 | 21.4M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 230,800 | 21.3M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 203,800 | 21.3M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 227,805 | 21.1M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 198,082 | 20.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 196,775 | 20.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Putnam Core Equity Fund Putnam Funds Trust | 196,563 | 20.5M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 216,640 | 20M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 190,543 | 19.9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Neuberger Large Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 225,483 | 19.8M $ | 0.81 % | as of Feb 28, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 212,154 | 19.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 186,550 | 19.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| BARON FIFTH AVENUE GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 208,498 | 19.3M $ | 2.88 % | as of Mar 31, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 216,700 | 19M $ | 1.94 % | as of Feb 28, 2026 · Original filing |
| Fundamental Large Cap Value Trust John Hancock Variable Insurance Trust | 205,379 | 19M $ | 2.35 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 205,041 | 19M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| MidCap Account Principal Variable Contract Funds, Inc | 204,090 | 18.9M $ | 3.78 % | as of Mar 31, 2026 · Original filing |
| VanEck Alternative Asset Manager ETF VanEck ETF Trust | 200,194 | 18.5M $ | 10.43 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 176,972 | 18.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 173,812 | 18.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Columbia Intrinsic Value Fund Columbia Funds Series Trust II | 206,100 | 18.1M $ | 0.63 % | as of Feb 28, 2026 · Original filing |
| Stock Index Fund Northern Funds | 194,935 | 18M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 194,774 | 18M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fundamental All Cap Core Fund John Hancock Funds II | 197,157 | 17.3M $ | 3.31 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 184,950 | 17.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 163,706 | 17.1M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 163,210 | 17M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Transamerica US Growth TRANSAMERICA FUNDS | 163,153 | 17M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 162,500 | 17M $ | 2.71 % | as of Apr 30, 2026 · Original filing |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | 182,893 | 16.9M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 155,691 | 16.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Equity Income Account Principal Variable Contract Funds, Inc | 174,234 | 16.1M $ | 2.28 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 149,198 | 15.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Select Fund Legg Mason Partners Investment Trust | 148,543 | 15.5M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS | 145,693 | 15.2M $ | 1.61 % | as of Apr 30, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 144,536 | 15.1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 143,749 | 15M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 158,815 | 14.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| The Gabelli Growth Fund Gabelli Growth Fund | 155,000 | 14.3M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 153,710 | 14.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 151,670 | 14M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 131,326 | 13.7M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| 1290 VT GAMCO Small Company Value Portfolio EQ Advisors Trust | 147,000 | 13.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 146,900 | 13.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| JNL/WMC Value Fund JNL Series Trust | 143,838 | 13.3M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| Invesco Global Listed Private Equity ETF Invesco Exchange-Traded Fund Trust | 127,208 | 13.3M $ | 5.21 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 142,181 | 13.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 140,829 | 13M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. Growth and Income Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 140,634 | 13M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Capital Appreciation Fund Fidelity Capital Trust | 124,500 | 13M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 140,249 | 13M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 123,839 | 12.9M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Fidelity Disciplined Equity Fund Fidelity Capital Trust | 121,876 | 12.7M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 144,080 | 12.6M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Large Cap Equity Fund American Century Mutual Funds, Inc. | 117,622 | 12.3M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC | 132,202 | 12.2M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 131,730 | 12.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Growth Fund John Hancock Investment Trust | 127,930 | 11.8M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory Sustainable Growth ETF ADVISORS' INNER CIRCLE III | 120,715 | 11.2M $ | 2.59 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 118,410 | 11M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 104,815 | 10.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 116,205 | 10.7M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 116,100 | 10.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Optimum Large Cap Value Fund Optimum Fund Trust | 111,265 | 10.3M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 111,233 | 10.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| MFS Growth Series MFS VARIABLE INSURANCE TRUST | 107,702 | 10M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 113,275 | 9.9M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Putnam VT Sustainable Leaders Fund Putnam Variable Trust | 106,600 | 9.9M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Large Cap Core Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 106,153 | 9.8M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Top 200 Growth ETF iShares Trust | 105,926 | 9.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| NYLI WMC Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 93,451 | 9.8M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 104,610 | 9.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 106,249 | 9.3M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Matthew 25 Fund MATTHEW 25 FUND | 100,000 | 9.3M $ | 3.06 % | as of Mar 31, 2026 · Original filing |
| HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC | 99,987 | 9.2M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 97,766 | 9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. Equity and Income Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 97,575 | 9M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 95,968 | 8.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 84,048 | 8.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 89,741 | 8.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 94,368 | 8.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |