Funds holding Progressive Corp/The
1051 funds declare a position · 307 ETFs and 744 other funds · 41B $ · US7433151039
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 | 18,610,928 | 3.7B $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 14,893,994 | 3B $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| MFS Value Fund MFS SERIES TRUST I | 7,896,352 | 1.7B $ | 3.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 7,462,633 | 1.6B $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 7,538,258 | 1.5B $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Investment Co of America Investment Co of America | 6,665,263 | 1.3B $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 5,817,314 | 1.2B $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 5,420,982 | 1.1B $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| American Mutual Fund American Mutual Fund | 5,285,450 | 1.1B $ | 0.93 % | as of Apr 30, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 4,982,276 | 987.7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| AMCAP Fund AMCAP Fund | 4,396,701 | 939.4M $ | 1.00 % | as of Feb 28, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 4,286,764 | 862.8M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 3,970,474 | 787.1M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| Fidelity Contrafund Fidelity Contrafund | 3,567,167 | 707.2M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 3,474,000 | 688.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,304,708 | 655.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Capital Income Builder Capital Income Builder | 2,907,277 | 585.2M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Income Fund of America Income Fund of America | 2,811,719 | 565.9M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 2,835,404 | 562.1M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| iShares Core High Dividend ETF iShares Trust | 2,552,676 | 513.8M $ | 3.79 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 2,309,058 | 464.8M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 1,790,924 | 360.5M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Equity Fund JPMorgan Trust I | 1,469,795 | 291.4M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 1,367,547 | 271.1M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Income Fund JPMorgan Trust II | 1,345,275 | 266.7M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,301,911 | 262M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Balanced Fund JANUS INVESTMENT FUND | 1,289,550 | 255.6M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 1,278,237 | 253.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 1,215,381 | 244.6M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,231,948 | 244.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Quality ETF Invesco Exchange-Traded Fund Trust | 1,205,154 | 242.6M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 1,124,703 | 240.3M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 1,096,847 | 234.4M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 1,172,079 | 232.4M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 1,128,718 | 223.8M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 979,492 | 209.3M $ | 1.50 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 1,025,784 | 203.4M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Quality Factor ETF iShares Trust | 998,080 | 200.9M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 918,452 | 196.2M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 952,930 | 191.8M $ | 0.93 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 868,585 | 185.6M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 929,057 | 184.2M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 838,949 | 168.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. | 817,484 | 162.1M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| Franklin Mutual Shares Fund Franklin Mutual Series Funds | 772,119 | 153.1M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 735,980 | 145.9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| AB LARGE CAP GROWTH FUND INC AB LARGE CAP GROWTH FUND INC | 694,665 | 139.8M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| Fidelity Contrafund K6 Fidelity Contrafund | 690,382 | 136.9M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Growth ETF iShares Trust | 689,737 | 136.7M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 688,039 | 136.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Franklin Mutual Beacon Fund Franklin Mutual Series Funds | 674,075 | 133.6M $ | 3.95 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 604,663 | 129.2M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| GQG PARTNERS US SELECT QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III | 617,685 | 122.4M $ | 4.23 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 587,616 | 116.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 574,436 | 115.6M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 582,570 | 115.5M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 539,975 | 115.4M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| GQG PARTNERS GLOBAL QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III | 541,575 | 107.4M $ | 3.41 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 534,052 | 105.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 492,543 | 99.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 460,175 | 98.3M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 488,262 | 96.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 469,001 | 94.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 471,402 | 93.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Parnassus Value Equity Fund Parnassus Funds | 468,331 | 92.8M $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Growth Advantage Fund J.P. Morgan Mutual Fund Investment Trust | 466,722 | 92.5M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| MARSHFIELD CONCENTRATED OPPORTUNITY FUND Ultimus Managers Trust | 427,322 | 91.3M $ | 6.97 % | as of Feb 28, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 444,963 | 88.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Balanced Portfolio JANUS ASPEN SERIES | 434,693 | 86.2M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Growth and Income Fund JANUS INVESTMENT FUND | 420,126 | 83.3M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Artisan Global Value Fund Artisan Partners Funds Inc. | 418,366 | 82.9M $ | 2.84 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 418,165 | 82.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 418,064 | 82.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory Sustainable Growth Fund Brown Advisory Funds | 385,744 | 76.5M $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 352,447 | 75.3M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 350,667 | 74.9M $ | 0.63 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Research Fund JANUS INVESTMENT FUND | 376,738 | 74.7M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| MFS Value Portfolio Brighthouse Funds Trust II | 375,898 | 74.5M $ | 2.95 % | as of Mar 31, 2026 · Original filing |
| LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC | 364,738 | 73.4M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 340,988 | 72.9M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 367,113 | 72.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Global Select Fund JANUS INVESTMENT FUND | 363,749 | 72.1M $ | 2.37 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 345,843 | 69.6M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 323,851 | 69.2M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 348,900 | 69.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC | 339,498 | 68.3M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 337,784 | 68M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| FAM VALUE FUND Fenimore Asset Management Trust | 340,000 | 67.4M $ | 3.97 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 334,522 | 66.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 326,525 | 65.7M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 306,532 | 65.5M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 329,951 | 65.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 322,889 | 65M $ | 1.91 % | as of Apr 30, 2026 · Original filing |
| Select Insurance Portfolio Fidelity Select Portfolios | 296,000 | 63.2M $ | 9.43 % | as of Feb 28, 2026 · Original filing |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 318,578 | 63.2M $ | 2.95 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 304,182 | 61.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 307,337 | 60.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Nomura Value Fund Delaware Group Equity Funds II | 285,100 | 60.9M $ | 3.10 % | as of Feb 27, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 303,241 | 60.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | 290,160 | 57.5M $ | 2.93 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 282,466 | 56M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Capital Group Core Equity ETF Capital Group Core Equity ETF | 261,355 | 55.8M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 280,641 | 55.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 259,707 | 55.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 278,255 | 55.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 277,230 | 55M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| JNL/Goldman Sachs 4 Fund JNL Series Trust | 273,330 | 54.2M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 267,543 | 53M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 236,457 | 50.5M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 254,391 | 50.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 249,772 | 50.3M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| MFS Research Fund MFS Series Trust V | 253,482 | 50.3M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Insurance ETF iShares Trust | 251,511 | 49.9M $ | 13.40 % | as of Mar 31, 2026 · Original filing |
| Capital Group Growth ETF Capital Group Growth ETF | 228,452 | 48.8M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 246,178 | 48.8M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 229,240 | 46.1M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 228,146 | 45.9M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 226,394 | 45.6M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 228,566 | 45.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 220,073 | 44.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 216,454 | 43.6M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 216,397 | 42.9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 216,149 | 42.8M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Neuberger Quality Equity Fund NEUBERGER BERMAN EQUITY FUNDS | 199,218 | 42.6M $ | 1.67 % | as of Feb 28, 2026 · Original filing |
| Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | 211,777 | 42M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Franklin Mutual Shares VIP Fund Franklin Templeton Variable Insurance Products Trust | 211,501 | 41.9M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 211,341 | 41.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Value Fund JPMorgan Trust I | 208,897 | 41.4M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 195,800 | 39.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Global Research Fund JANUS INVESTMENT FUND | 197,723 | 39.2M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 193,222 | 38.9M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 192,683 | 38.8M $ | 1.29 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 187,140 | 37.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Franklin Mutual Quest Fund Franklin Mutual Series Funds | 188,344 | 37.3M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 184,610 | 37.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Loomis Sayles Global Allocation Fund LOOMIS SAYLES FUNDS II | 184,991 | 36.7M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 184,978 | 36.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 170,235 | 36.4M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Select Fund American Century Mutual Funds, Inc. | 177,200 | 35.7M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 162,692 | 34.8M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| BlackRock Unconstrained Equity Fund BlackRock Unconstrained Equity Fund | 172,557 | 34.7M $ | 3.58 % | as of Apr 30, 2026 · Original filing |
| American Beacon The London Company Income Equity Fund AMERICAN BEACON FUNDS | 161,611 | 34.5M $ | 3.02 % | as of Feb 28, 2026 · Original filing |
| Disciplined Value Fund American Century Quantitative Equity Funds, Inc. | 172,696 | 34.2M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 168,517 | 33.9M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 168,810 | 33.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 168,511 | 33.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 165,874 | 32.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 153,613 | 32.8M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 162,696 | 32.7M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 159,936 | 32.2M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 161,749 | 32.1M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 159,155 | 31.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 153,732 | 30.9M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 153,220 | 30.8M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio | 151,029 | 29.9M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 148,409 | 29.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Fundamental Equity Fund LORD ABBETT SECURITIES TRUST | 147,850 | 29.8M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| FMI Large Cap Fund FMI Funds Inc | 150,000 | 29.7M $ | 2.68 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 146,004 | 29.4M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| MFS Core Equity Fund MFS SERIES TRUST I | 131,902 | 28.2M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Appreciation Fund, Inc. BNY MELLON APPRECIATION FUND, INC. | 142,080 | 28.2M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 139,408 | 28.1M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 141,000 | 28M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 129,540 | 27.7M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 126,894 | 27.1M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 133,164 | 26.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 134,717 | 26.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| LargeCap Value Fund III Principal Funds, Inc | 131,162 | 26.4M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 131,255 | 26M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager U.S. Select Equity Fund JNL Series Trust | 129,885 | 25.7M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 129,503 | 25.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 127,531 | 25.7M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF | 118,407 | 25.3M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 117,168 | 25M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 GARP ETF Invesco Exchange-Traded Fund Trust | 124,278 | 25M $ | 1.14 % | as of Apr 30, 2026 · Original filing |
| Optimum Large Cap Value Fund Optimum Fund Trust | 126,088 | 25M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GLOBAL ESG SELECT STOCK FUND VANGUARD SPECIALIZED FUNDS | 123,795 | 24.9M $ | 1.68 % | as of Apr 30, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 123,413 | 24.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 124,018 | 24.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 121,401 | 24.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 120,321 | 23.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 118,545 | 23.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Premium Income Fund JPMorgan Trust IV | 118,213 | 23.4M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| GQG US Equity ETF ADVISORS' INNER CIRCLE III | 115,462 | 22.9M $ | 4.17 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 112,131 | 22.6M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. | 105,605 | 22.6M $ | 0.64 % | as of Feb 27, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 104,712 | 22.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 112,605 | 22.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 103,287 | 22.1M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 108,990 | 21.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 99,858 | 21.3M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 106,649 | 21.1M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 98,122 | 21M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 105,742 | 21M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| AB RELATIVE VALUE FUND, INC. AB RELATIVE VALUE FUND, INC. | 103,470 | 20.8M $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II | 96,654 | 20.7M $ | 7.45 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 104,028 | 20.6M $ | 1.52 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Large-Cap Value ETF NuShares ETF Trust | 99,450 | 20M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 100,752 | 20M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 99,200 | 19.7M $ | 0.20 % | as of Mar 31, 2026 · Original filing |