Funds holding Macy's Inc
412 funds declare a position · 126 ETFs and 286 other funds · 2B $ · US55616P1049
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 10,293,245 | 203.6M $ | 0.87 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Mid-Cap ETF iShares Trust | 8,803,070 | 159.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 7,942,356 | 143.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 5,824,403 | 105.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,650,546 | 71.4M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,708,777 | 67.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,968,401 | 53.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,396,220 | 46.8M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Hennessy Cornerstone Mid Cap 30 Fund Hennessy Funds Trust | 2,121,700 | 41.5M $ | 3.22 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 1,916,184 | 37.5M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust | 1,832,550 | 35.8M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II | 1,591,029 | 31.5M $ | 3.27 % | as of Feb 28, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,414,470 | 28M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 1,390,659 | 27.2M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 1,305,431 | 25.8M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 1,350,627 | 24.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 1,300,136 | 23.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,127,103 | 22M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 1,203,654 | 21.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 1,080,194 | 21.4M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,051,748 | 20.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Royce Small-Cap Special Equity Fund ROYCE FUND | 1,115,000 | 20.2M $ | 4.71 % | as of Mar 31, 2026 · Original filing |
| Nomura Growth and Income Fund Delaware Group Equity Funds IV | 1,084,436 | 19.6M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 989,225 | 19.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,027,631 | 18.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 936,624 | 16.9M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 853,951 | 16.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 736,377 | 14.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust | 711,580 | 13.9M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 646,748 | 12.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 611,403 | 12M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 626,645 | 11.3M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 573,706 | 11.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 615,915 | 11.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nomura VIP Growth and Income Series Delaware VIP Trust | 583,149 | 10.5M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 499,609 | 9.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 492,588 | 9.7M $ | 0.67 % | as of Feb 28, 2026 · Original filing |
| Invenomic Fund NORTHERN LIGHTS FUND TRUST II | 488,975 | 9.6M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 488,915 | 9.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Cambria Shareholder Yield ETF Cambria ETF Trust | 478,856 | 9.4M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 513,461 | 9.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 448,936 | 8.9M $ | 0.78 % | as of Feb 28, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 461,500 | 8.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 420,246 | 8.3M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 408,758 | 8.1M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 406,609 | 7.9M $ | 1.75 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 399,394 | 7.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 395,200 | 7.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 416,870 | 7.5M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 414,845 | 7.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 408,342 | 7.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| PIMCO RAE US Fund PIMCO Equity Series | 407,696 | 7.4M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 360,228 | 7.1M $ | 0.16 % | as of Feb 27, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 386,321 | 7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 346,282 | 6.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Adaptiv Select ETF Series Portfolios Trust | 336,886 | 6.6M $ | 3.84 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 362,664 | 6.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Columbia Flexible Capital Income Fund Columbia Funds Series Trust II | 325,000 | 6.4M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 327,865 | 6.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 353,050 | 6.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Factor ETF Fidelity Covington Trust | 303,592 | 5.9M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 296,810 | 5.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 316,900 | 5.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 306,300 | 5.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 282,081 | 5.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 283,986 | 5.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 251,471 | 4.9M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 265,151 | 4.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 242,361 | 4.8M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust | 237,887 | 4.7M $ | 1.46 % | as of Apr 30, 2026 · Original filing |
| Hartford Multifactor US Equity ETF Lattice Strategies Trust | 233,005 | 4.6M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| Franklin Global Equity Fund Legg Mason Partners Investment Trust | 232,825 | 4.6M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 231,354 | 4.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| GuideMark Large Cap Core Fund GPS Funds I | 244,521 | 4.4M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 222,787 | 4.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 221,201 | 4.4M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 221,115 | 4.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 240,700 | 4.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS | 237,321 | 4.3M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 226,740 | 4.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 205,055 | 4.1M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 223,310 | 4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 206,411 | 4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 217,939 | 3.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 201,296 | 3.9M $ | 1.49 % | as of Apr 30, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 197,994 | 3.9M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 198,700 | 3.9M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy HV Fund AQR Funds | 214,061 | 3.9M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 212,800 | 3.8M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 185,942 | 3.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 192,274 | 3.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 173,522 | 3.4M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 185,452 | 3.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 170,354 | 3.3M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST | 179,014 | 3.2M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 162,763 | 3.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 159,145 | 3.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 159,800 | 3.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 159,350 | 3.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 170,668 | 3.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 157,444 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 155,111 | 3.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 154,489 | 3.1M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 167,572 | 3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 151,632 | 3M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| SA Franklin Systematic U.S. Large Cap Core Portfolio SUNAMERICA SERIES TRUST | 152,383 | 3M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| Impax US Sustainable Economy Fund IMPAX FUNDS SERIES TRUST I | 161,986 | 2.9M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 161,963 | 2.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AQR Large Cap Multi-Style Fund AQR Funds | 159,408 | 2.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Systematic Core Fund VALIC Co I | 139,797 | 2.8M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust | 141,217 | 2.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 138,465 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 134,629 | 2.7M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 141,769 | 2.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 139,441 | 2.5M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 128,957 | 2.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Gotham Absolute Return Fund FundVantage Trust | 132,601 | 2.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 120,252 | 2.4M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 117,600 | 2.3M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 126,491 | 2.3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 125,004 | 2.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 123,648 | 2.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 121,847 | 2.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 121,491 | 2.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Convergence Long/Short Equity ETF Trust for Professional Managers | 109,241 | 2.2M $ | 0.65 % | as of Feb 28, 2026 · Original filing |
| Monarch Volume Factor Dividend Tree Index ETF Northern Lights Fund Trust IV | 109,171 | 2.2M $ | 2.18 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 108,560 | 2.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 108,246 | 2.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust | 106,495 | 2.1M $ | 0.45 % | as of Feb 27, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 106,334 | 2.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 105,482 | 2.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 105,090 | 2.1M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 101,715 | 2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Steward Large Cap Core Fund Steward Funds Inc | 101,000 | 2M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 107,670 | 1.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 107,100 | 1.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 97,147 | 1.9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Victory Mid-Cap Core Growth Fund Victory Portfolios | 102,500 | 1.9M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 93,489 | 1.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 93,454 | 1.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 100,896 | 1.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 100,672 | 1.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 100,231 | 1.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust | 100,000 | 1.8M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 94,700 | 1.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 94,443 | 1.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 | 86,500 | 1.7M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 93,200 | 1.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 85,168 | 1.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| PGIM Balanced Fund Prudential Investment Portfolios, Inc. | 91,700 | 1.7M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 91,407 | 1.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 84,245 | 1.6M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 90,234 | 1.6M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 90,215 | 1.6M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 81,538 | 1.6M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 82,300 | 1.6M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 88,509 | 1.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 79,840 | 1.6M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 77,901 | 1.5M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 77,422 | 1.5M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| AST Large-Cap Equity Portfolio Advanced Series Trust | 83,900 | 1.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 77,236 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 82,433 | 1.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 79,840 | 1.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 79,559 | 1.4M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 78,848 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 77,476 | 1.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 71,443 | 1.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 76,800 | 1.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 76,309 | 1.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 76,200 | 1.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 69,829 | 1.4M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 74,621 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Steward Large Cap Value Fund Steward Funds Inc | 69,000 | 1.3M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 68,017 | 1.3M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| AQR Alternative Risk Premia Fund AQR Funds | 73,416 | 1.3M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Clearwater Core Equity Fund Clearwater Investment Trust | 70,986 | 1.3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 63,777 | 1.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| GMO U.S. Opportunistic Value Fund GMO TRUST | 62,745 | 1.2M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| Longview Advantage ETF RBB Fund Trust | 62,216 | 1.2M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 60,617 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 63,486 | 1.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Stocks for Inflation ETF Fidelity Covington Trust | 57,104 | 1.1M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 55,995 | 1.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 60,008 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 59,905 | 1.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Zacks Small/Mid Cap ETF Zacks Trust | 54,344 | 1.1M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 58,866 | 1.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 57,994 | 1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 52,185 | 1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 51,128 | 999.6K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 51,116 | 999.3K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Voya MI Dynamic SMID Cap Fund Voya Equity Trust | 49,378 | 976.7K $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 53,670 | 970.9K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 48,609 | 950.3K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 47,671 | 942.9K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Steward Equity Market Neutral Fund Steward Funds Inc | 46,700 | 913K $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 46,545 | 910K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 46,500 | 909.1K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 45,496 | 899.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |