Funds holding NiSource Inc
650 funds declare a position · 197 ETFs and 453 other funds · 10.5B $ · US65473P1057
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| T. Rowe Price Capital Appreciation Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. | 29,877,416 | 1.4B $ | 2.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 15,218,482 | 710.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 12,158,801 | 567.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 8,209,486 | 383.1M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Capital Appreciation Fund JNL Series Trust | 6,709,099 | 313M $ | 2.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 6,072,979 | 287.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 6,148,200 | 286.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Franklin Utilities Fund Franklin Custodian Funds | 5,700,000 | 266M $ | 3.43 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 5,517,049 | 257.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 5,167,547 | 241.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 4,270,469 | 206.2M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 4,253,509 | 198.5M $ | 3.19 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 3,646,748 | 176.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 3,744,331 | 174.7M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,513,197 | 163.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 3,204,583 | 151.6M $ | 1.37 % | as of Feb 28, 2026 · Original filing |
| VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO Voya Investors Trust | 3,122,884 | 145.7M $ | 2.21 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Utility Fund Prudential Sector Funds, Inc. | 3,076,169 | 145.5M $ | 4.06 % | as of Feb 27, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 2,686,552 | 129.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,696,907 | 125.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Select Utilities Portfolio Fidelity Select Portfolios | 2,543,127 | 120.3M $ | 2.94 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 2,467,926 | 119.2M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| Penn Series Flexibly Managed Fund Penn Series Funds Inc | 2,215,466 | 103.4M $ | 2.23 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,213,487 | 103.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,880,568 | 90.8M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 1,873,193 | 88.6M $ | 1.07 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,767,348 | 85.3M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,820,940 | 85M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,555,378 | 72.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 1,469,380 | 70.9M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 1,467,457 | 68.5M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 1,356,898 | 63.3M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 1,326,389 | 62.7M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 1,289,209 | 61M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| MFS Utilities Fund MFS Series Trust VI | 1,210,844 | 58.5M $ | 2.07 % | as of Apr 30, 2026 · Original filing |
| PSF PGIM Jennison Value Portfolio Prudential Series Fund | 1,233,389 | 57.5M $ | 2.84 % | as of Mar 31, 2026 · Original filing |
| DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST | 1,215,188 | 56.7M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Virtus Reaves Utilities ETF ETFis Series Trust I | 1,132,649 | 54.7M $ | 3.44 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,064,771 | 51.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 1,092,343 | 51M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 1,046,556 | 50.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 1,076,734 | 50.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,008,174 | 47M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 976,813 | 46.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions | 967,297 | 45.1M $ | 3.64 % | as of Mar 31, 2026 · Original filing |
| Fidelity Telecom and Utilities Fund Fidelity Select Portfolios | 888,520 | 42.9M $ | 2.84 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MID CAP STOCK FUND Thrivent Mutual Funds | 877,418 | 42.4M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 890,882 | 42.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| PSF PGIM Jennison Blend Portfolio Prudential Series Fund | 875,173 | 40.8M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 825,679 | 38.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| iShares Core High Dividend ETF iShares Trust | 774,673 | 37.4M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 774,229 | 37.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 731,128 | 35.3M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 745,649 | 34.8M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 704,688 | 33.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Tortoise North American Pipeline Fund Tortoise Capital Series Trust | 683,882 | 32.3M $ | 3.87 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 686,146 | 32M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 646,717 | 30.6M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| JNL/T. Rowe Price Capital Appreciation Equity Fund JNL Series Trust | 624,828 | 29.2M $ | 3.23 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 608,808 | 28.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 607,743 | 28.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 579,772 | 27.1M $ | 3.09 % | as of Mar 31, 2026 · Original filing |
| Small-MidCap Dividend Income Fund Principal Funds, Inc | 555,457 | 26.3M $ | 1.52 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 561,447 | 26.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 536,279 | 25.9M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| MFS Utilities Series MFS VARIABLE INSURANCE TRUST | 554,283 | 25.9M $ | 2.07 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 540,919 | 25.2M $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| Eventide Gilead Fund MUTUAL FUND SERIES TRUST | 535,784 | 25M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| Capital Appreciation Value Fund John Hancock Funds II | 509,468 | 24.1M $ | 2.20 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 497,822 | 23.5M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 493,779 | 23.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| DWS RREEF Global Infrastructure Fund DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC. | 480,983 | 22.4M $ | 2.58 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Utilities ETF iShares Trust | 462,746 | 22.3M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Infrastructure ETF iShares Trust | 477,539 | 22.3M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST | 448,657 | 20.9M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 429,563 | 20M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 421,600 | 19.9M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 410,398 | 19.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| PGIM Jennison Value Fund Prudential Investment Portfolios 7 | 416,605 | 19.7M $ | 2.73 % | as of Feb 27, 2026 · Original filing |
| AZL T Rowe Price Capital Appreciation Fund Allianz Variable Insurance Products Trust | 421,577 | 19.7M $ | 2.24 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust | 402,916 | 19.5M $ | 3.32 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 408,077 | 19.3M $ | 1.71 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 398,585 | 19.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 391,041 | 18.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust | 400,000 | 18.7M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 399,957 | 18.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Hennessy Gas Utility Fund Hennessy Funds Trust | 354,481 | 17.1M $ | 3.17 % | as of Apr 30, 2026 · Original filing |
| Nuveen Global Infrastructure Fund Nuveen Investment Funds, Inc. | 360,982 | 16.8M $ | 3.11 % | as of Mar 31, 2026 · Original filing |
| EQ/Capital Group Research Portfolio EQ Advisors Trust | 359,646 | 16.8M $ | 2.51 % | as of Mar 31, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 354,102 | 16.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Tema Electrification ETF Tema ETF Trust | 337,420 | 16M $ | 3.61 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 340,647 | 15.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 320,661 | 15.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 319,498 | 15.4M $ | 1.72 % | as of Apr 30, 2026 · Original filing |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 325,446 | 15.4M $ | 1.40 % | as of Feb 27, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 316,562 | 15.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 322,553 | 15.3M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II | 302,038 | 14.6M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 300,227 | 14.5M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| TCW Relative Value Large Cap Fund TCW FUNDS INC | 291,392 | 14.1M $ | 2.54 % | as of Apr 30, 2026 · Original filing |
| PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. | 300,475 | 14M $ | 4.80 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 298,389 | 13.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 282,138 | 13.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 290,045 | 13.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 277,680 | 13.1M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 280,897 | 13.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 276,885 | 13.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 279,480 | 13M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Duff & Phelps Utility & Infrastructure Fund Inc. Duff & Phelps Utility & Infrastructure Fund Inc. | 264,000 | 12.7M $ | 2.09 % | as of Apr 30, 2026 · Original filing |
| Victory Market Neutral Income Fund Victory Portfolios II | 270,223 | 12.6M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 269,361 | 12.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Thrivent Small-Mid Cap Equity ETF Thrivent ETF Trust | 261,238 | 12.2M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| The Gabelli Utilities Fund Gabelli Utilities Fund | 260,000 | 12.1M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. AI Enhanced Value Fund WisdomTree Trust | 257,547 | 12M $ | 3.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 247,849 | 12M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 250,873 | 11.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 254,100 | 11.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 253,932 | 11.8M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Utilities Sector Fund JNL Series Trust | 252,680 | 11.8M $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 250,332 | 11.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 239,318 | 11.6M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| Cohen & Steers Global Infrastructure Fund Inc. COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | 239,906 | 11.2M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 236,109 | 11.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VIP Utilities Portfolio Variable Insurance Products Fund IV | 230,738 | 10.8M $ | 2.99 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 230,626 | 10.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 229,935 | 10.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 225,423 | 10.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Capital Appreciation Value Trust John Hancock Variable Insurance Trust | 224,283 | 10.5M $ | 2.26 % | as of Mar 31, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 212,955 | 10.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 194,049 | 9.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 200,186 | 9.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 186,070 | 9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 181,304 | 8.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 177,835 | 8.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 164,810 | 8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Global Infrastructure Fund RUSSELL INVESTMENT CO | 159,936 | 7.7M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| NYLI Epoch Global Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 156,716 | 7.6M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 154,114 | 7.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 152,881 | 7.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Global Shareholder Yield Fund John Hancock Funds III | 157,837 | 7.4M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 151,045 | 7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 143,234 | 6.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VALUE EQUITY FUND GuideStone Funds | 148,167 | 6.9M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 145,700 | 6.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 144,901 | 6.8M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 144,172 | 6.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 139,565 | 6.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 132,835 | 6.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 137,391 | 6.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 131,586 | 6.4M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 126,657 | 6.1M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 130,335 | 6.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| NYLI Income Builder Fund NEW YORK LIFE INVESTMENTS FUNDS | 124,246 | 6M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 121,172 | 5.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. | 124,097 | 5.8M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | 120,757 | 5.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 114,824 | 5.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 112,497 | 5.4M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 112,266 | 5.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 109,790 | 5.3M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 109,777 | 5.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 112,079 | 5.2M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| EQ/MFS Utilities Series Portfolio EQ Advisors Trust | 111,062 | 5.2M $ | 2.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 109,332 | 5.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 107,574 | 5M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 107,165 | 5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 105,736 | 4.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 101,805 | 4.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 100,943 | 4.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 100,761 | 4.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust | 104,015 | 4.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 103,595 | 4.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Utilities Fund American Century Quantitative Equity Funds, Inc. | 100,806 | 4.7M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 96,729 | 4.7M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 96,345 | 4.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 99,121 | 4.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 97,916 | 4.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 96,966 | 4.5M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 96,924 | 4.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 95,359 | 4.5M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Timothy Plan High Dividend Stock ETF Timothy Plan | 94,515 | 4.4M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 91,330 | 4.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Boston Partners Long/Short Research Fund RBB Fund, Inc. | 88,773 | 4.2M $ | 0.69 % | as of Feb 28, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 88,100 | 4.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 87,024 | 4.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 83,294 | 4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 82,600 | 4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 82,575 | 4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Nomura Climate Solutions Fund IVY FUNDS | 85,441 | 4M $ | 3.56 % | as of Mar 31, 2026 · Original filing |
| Tortoise Electrification Infrastructure ETF Tortoise Capital Series Trust | 82,539 | 3.9M $ | 2.77 % | as of Feb 28, 2026 · Original filing |
| TCW Relative Value Mid Cap Fund TCW FUNDS INC | 80,843 | 3.9M $ | 2.68 % | as of Apr 30, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 82,714 | 3.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 79,930 | 3.9M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Diversified Real Asset Fund Principal Funds, Inc | 80,967 | 3.8M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 78,986 | 3.8M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 80,136 | 3.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 81,111 | 3.8M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 81,050 | 3.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 79,427 | 3.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Eventide Balanced Fund MUTUAL FUND SERIES TRUST | 80,131 | 3.7M $ | 0.98 % | as of Mar 31, 2026 · Original filing |