Funds holding Mosaic Co/The
624 funds declare a position · 175 ETFs and 449 other funds · 3.5B $· 308.1M SEK· 6.4M € · US61945C1036
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 201 | Fidelity Value Factor ETF Fidelity Covington Trust | 62,100 | 1.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 202 | FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 61,434 | 1.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| 203 | Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 60,183 | 1.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 204 | VIP Stock Selector Portfolio Variable Insurance Products Fund | 59,800 | 1.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 205 | First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 59,764 | 1.4M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| 206 | VIP Materials Portfolio Variable Insurance Products Fund IV | 59,600 | 1.5M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| 207 | SPP Generation 70-tal Storebrand Asset Management AS | 59,307 | 14.4M SEK | 0.04 % | as of Mar 31, 2026 · Original filing |
| 208 | SPP Generation 60-tal Storebrand Asset Management AS | 59,191 | 14.4M SEK | 0.03 % | as of Mar 31, 2026 · Original filing |
| 209 | Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 57,699 | 1.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 210 | Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series | 57,329 | 1.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 211 | JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 57,176 | 1.3M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| 212 | JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 56,965 | 1.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 213 | VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 56,548 | 1.6M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 214 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 56,128 | 1.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 215 | iShares Russell Mid-Cap Index Fund BlackRock Funds | 55,616 | 1.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 216 | State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 55,326 | 1.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 217 | Fidelity Agricultural Productivity Fund Fidelity Summer Street Trust | 54,572 | 1.5M $ | 3.22 % | as of Feb 28, 2026 · Original filing |
| 218 | PSF Stock Index Portfolio Prudential Series Fund | 54,000 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 219 | VIP Growth and Income Portfolio Variable Insurance Products Fund III | 53,747 | 1.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 220 | Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 53,638 | 1.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 221 | VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 52,524 | 1.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 222 | Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 51,435 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 223 | Distillate Small/Mid Cash Flow ETF ETF Series Solutions | 50,955 | 1.3M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| 224 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 49,611 | 1.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| 225 | AQR Style Premia Alternative Fund AQR Funds | 48,984 | 1.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 226 | BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 48,386 | 1.1M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 227 | MetLife Stock Index Portfolio Brighthouse Funds Trust II | 48,372 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 228 | Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 47,813 | 1.3M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| 229 | iShares ESG MSCI KLD 400 ETF iShares Trust | 47,780 | 1.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 230 | ProShares Large Cap Core Plus ProShares Trust | 47,715 | 1.3M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 231 | Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 46,900 | 1.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 232 | State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF SPDR SERIES TRUST | 46,649 | 1.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 233 | NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 46,397 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 234 | Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 46,061 | 1.1M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| 235 | T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 45,751 | 1.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 236 | Carillon Chartwell Real Income Fund Carillon Series Trust | 45,000 | 1.1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| 237 | SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 44,860 | 1.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| 238 | JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 44,336 | 1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| 239 | PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 43,475 | 1M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| 240 | Disciplined Value Emerging Markets Equity Trust John Hancock Variable Insurance Trust | 41,267 | 1.1M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| 241 | Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 40,622 | 1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 242 | Systematic Value Fund VALIC Co I | 40,068 | 1.1M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 243 | T. Rowe Price Natural Resources ETF T. Rowe Price Exchange-Traded Funds, Inc. | 39,429 | 1M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 244 | EQ/Common Stock Index Portfolio EQ Advisors Trust | 39,330 | 1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 245 | Equity Index Portfolio PACIFIC SELECT FUND | 39,139 | 998K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 246 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 38,789 | 989.1K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| 247 | JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 38,762 | 902K $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| 248 | Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 38,544 | 982.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 249 | Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 37,443 | 871.3K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 250 | VIP Dynamic Capital Appreciation Portfolio Variable Insurance Products Fund III | 37,300 | 951.2K $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| 251 | Victory Extended Market Index Fund Victory Portfolios III | 36,210 | 842.6K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 252 | EQUITY INDEX FUND GuideStone Funds | 35,598 | 907.7K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 253 | EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 35,530 | 906K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 254 | BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 35,464 | 825.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 255 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 35,273 | 820.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 256 | Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 35,086 | 976.8K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 257 | Stock Index Fund VALIC Co I | 35,067 | 976.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 258 | U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 34,830 | 810.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 259 | SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 34,700 | 966K $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| 260 | iShares Global Materials ETF iShares Trust | 34,183 | 871.7K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| 261 | Fidelity Balanced K6 Fund Fidelity Puritan Trust | 34,025 | 947.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| 262 | NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 33,457 | 853.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 263 | MOA EQUITY INDEX FUND MoA Funds Corp | 32,763 | 835.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 264 | Destinations Real Assets Fund Brinker Capital Destinations Trust | 32,681 | 909.8K $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| 265 | Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust | 32,193 | 749.1K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 266 | Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 32,000 | 816K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 267 | NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 31,449 | 801.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 268 | Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 30,917 | 719.4K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 269 | Swedbank Robur Transfer 90 Swedbank Robur Fonder AB | 29,883 | 7.3M SEK | 0.07 % | as of Mar 31, 2026 · Original filing |
| 270 | Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 29,416 | 684.5K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 271 | U.S. Sector Rotation Fund John Hancock Funds II | 29,234 | 813.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 272 | VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 28,200 | 719.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 273 | Clearwater Core Equity Fund Clearwater Investment Trust | 26,329 | 671.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 274 | GMO U.S. Opportunistic Value Fund GMO TRUST | 25,801 | 718.3K $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| 275 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 25,732 | 656.2K $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 276 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 25,435 | 708.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 277 | iShares MSCI World Small-Cap ETF iShares Trust | 25,411 | 707.4K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| 278 | Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 25,261 | 644.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| 279 | ProShares Ultra S&P500 ProShares Trust | 25,229 | 702.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 280 | AST Small-Cap Equity Portfolio Advanced Series Trust | 24,861 | 634K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 281 | LoCorr Spectrum Income Fund LoCorr Investment Trust | 24,852 | 633.7K $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| 282 | Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 24,566 | 571.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 283 | Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 24,508 | 682.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 284 | Global X S&P 500 Quality Dividend ETF GLOBAL X FUNDS | 24,171 | 672.9K $ | 1.99 % | as of Feb 28, 2026 · Original filing |
| 285 | EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 23,981 | 611.5K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 286 | Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 23,890 | 609.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 287 | T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 23,514 | 599.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 288 | SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 22,730 | 632.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 289 | Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 22,532 | 627.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 290 | Voya VACS Index Series S Portfolio Voya Investors Trust | 22,410 | 571.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 291 | Fidelity Blue Chip Value ETF Fidelity Covington Trust | 21,681 | 504.5K $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| 292 | WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 21,625 | 551.4K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 293 | Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 21,482 | 499.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 294 | VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 21,247 | 541.8K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 295 | iShares Total U.S. Stock Market Index Fund BlackRock Funds | 21,235 | 494.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 296 | Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 21,074 | 537.4K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 297 | Boston Partners Long/Short Equity Fund RBB Fund, Inc. | 20,745 | 577.5K $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| 298 | Global X Conscious Companies ETF GLOBAL X FUNDS | 20,674 | 575.6K $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| 299 | Disciplined Value Emerging Markets Equity Fund John Hancock Funds II | 20,074 | 558.9K $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| 300 | JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 20,014 | 510.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
Institutional managers
683 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| FMR LLC | 29,079,010 | 741.5M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 23,646,970 | 603M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 14,240,050 | 363.1M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 13,407,647 | 341.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 11,237,121 | 286.5M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 10,924,724 | 276.5M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 8,751,526 | 222.8M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 6,787,328 | 173.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 5,172,345 | 131.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 4,908,563 | 125.2M $ | as of Mar 31, 2026 |
| DONALD SMITH & CO., INC. | 4,617,691 | 117.8M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 4,136,118 | 105.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,900,268 | 99.5M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3,240,652 | 82.6M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 3,068,066 | 78.2M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 2,861,883 | 73M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 2,533,488 | 64.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 2,486,973 | 63.4M $ | as of Mar 31, 2026 |
| DNB Asset Management AS | 2,253,961 | 57.5M $ | as of Mar 31, 2026 |
| Allianz Asset Management GmbH | 2,227,142 | 56.8M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 2,111,310 | 53.8M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 2,086,169 | 53.2M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,911,932 | 48.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,662,625 | 42.3M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,601,527 | 40M $ | as of Mar 31, 2026 |