Funds holding Regal Rexnord Corp
527 funds declare a position · 108 ETFs and 419 other funds · 6.3B $ · US7587501039
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 2,198,424 | 411.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,112,912 | 395.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,533,326 | 287.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Victory Sycamore Established Value Fund Victory Portfolios | 1,015,000 | 190.1M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 976,420 | 182.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) | 769,993 | 165.6M $ | 1.54 % | as of Apr 30, 2026 · Original filing |
| Victory Pioneer Fund Victory Portfolios IV | 759,966 | 142.3M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 654,500 | 140.7M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 741,101 | 138.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Franklin Small Cap Value Fund Franklin Value Investors Trust | 599,572 | 128.9M $ | 3.15 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 583,400 | 128.9M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Invesco Value Opportunities Fund AIM Sector Funds (Invesco Sector Funds) | 599,439 | 128.9M $ | 1.53 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 597,578 | 111.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Equity Dividend Income Fund Fidelity Financial Trust | 466,300 | 103M $ | 1.25 % | as of Feb 28, 2026 · Original filing |
| Global X U.S. Infrastructure Development ETF GLOBAL X FUNDS | 455,771 | 100.7M $ | 0.81 % | as of Feb 28, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 385,201 | 82.8M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 347,519 | 76.8M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 322,940 | 69.4M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 337,350 | 63.2M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 324,380 | 60.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fundamental All Cap Core Trust John Hancock Variable Insurance Trust | 295,083 | 55.3M $ | 2.41 % | as of Mar 31, 2026 · Original filing |
| Nuveen Dividend Value Fund Nuveen Investment Funds, Inc. | 249,791 | 53.7M $ | 1.54 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 244,605 | 52.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Nomura Small Cap Value Fund Delaware Group Equity Funds V | 227,907 | 50.4M $ | 1.38 % | as of Feb 27, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 227,304 | 50.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 226,356 | 48.7M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| Small Cap Growth Fund American Century Mutual Funds, Inc. | 225,448 | 48.5M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 253,644 | 47.5M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 252,409 | 47.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 199,064 | 44M $ | 1.37 % | as of Feb 28, 2026 · Original filing |
| Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) | 200,901 | 43.2M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 194,972 | 41.9M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 191,235 | 41.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| AB Discovery Value Fund AB TRUST | 184,972 | 40.9M $ | 1.65 % | as of Feb 28, 2026 · Original filing |
| DIAMOND HILL LARGE CAP FUND Diamond Hill Funds | 215,018 | 40.3M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Mid Cap Fund Legg Mason Partners Investment Trust | 185,000 | 39.8M $ | 2.52 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 179,525 | 39.7M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Small Cap Core Fund John Hancock Investment Trust | 183,423 | 39.4M $ | 1.97 % | as of Apr 30, 2026 · Original filing |
| Allspring Opportunity Fund ALLSPRING FUNDS TRUST | 188,031 | 35.2M $ | 2.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Puritan Fund Fidelity Puritan Trust | 157,000 | 34.7M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds | 179,441 | 33.6M $ | 4.20 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 178,403 | 33.4M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 154,737 | 33.3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Franklin Small Cap Value VIP Fund Franklin Templeton Variable Insurance Products Trust | 176,386 | 33M $ | 2.86 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Discovery Fund Fidelity Puritan Trust | 153,261 | 33M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| Victory Pioneer Select Mid Cap Growth Fund Victory Portfolios IV | 141,871 | 31.4M $ | 1.85 % | as of Feb 28, 2026 · Original filing |
| Nuveen Multi Cap Value Fund Nuveen Investment Trust | 162,817 | 30.5M $ | 2.87 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 162,051 | 30.3M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Multi-Asset Income Fund Victory Portfolios IV | 139,319 | 30M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| JNL/Newton Equity Income Fund JNL Series Trust | 154,745 | 29M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 132,940 | 28.6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 152,058 | 28.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 124,211 | 27.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 124,520 | 26.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 124,145 | 26.7M $ | 2.26 % | as of Apr 30, 2026 · Original filing |
| DIAMOND HILL SELECT FUND Diamond Hill Funds | 140,152 | 26.2M $ | 4.61 % | as of Mar 31, 2026 · Original filing |
| Harbor Small Cap Growth Fund HARBOR FUNDS | 119,042 | 25.6M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| Calamos Phineus Long/Short Fund CALAMOS INVESTMENT TRUST/IL | 119,000 | 25.6M $ | 2.33 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 117,764 | 25.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 116,184 | 25M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 114,265 | 24.6M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 113,927 | 24.5M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Small/Mid Cap Growth Fund BNY Mellon Investment Funds I | 130,702 | 24.5M $ | 3.21 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 108,817 | 23.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Old Westbury All Cap Core Fund Old Westbury Funds Inc | 107,822 | 23.2M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 104,371 | 23.1M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 101,059 | 22.3M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 98,290 | 21.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Nomura VIP Small Cap Value Series Delaware VIP Trust | 114,440 | 21.4M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| AMG TimesSquare Mid Cap Growth Fund AMG Funds | 113,444 | 21.2M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 93,398 | 20.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 105,658 | 19.8M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| CRM LONG/SHORT OPPORTUNITIES CRM Mutual Fund Trust | 90,625 | 19.5M $ | 4.28 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 102,050 | 19.1M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 81,600 | 18M $ | 0.94 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 95,108 | 17.8M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 89,500 | 16.8M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 75,720 | 16.3M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 72,241 | 16M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 84,874 | 15.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| William Blair Small Cap Growth Fund WILLIAM BLAIR FUNDS | 84,510 | 15.8M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 72,823 | 15.7M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Focused Fund Touchstone Strategic Trust | 83,562 | 15.6M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust | 83,177 | 15.6M $ | 2.76 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 68,459 | 15.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| JNL/Invesco Small Cap Growth Fund JNL Series Trust | 79,459 | 14.9M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| Invesco Small Cap Growth Fund AIM Growth Series (Invesco Growth Series) | 79,221 | 14.8M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| Meridian Contrarian Fund Meridian Fund Inc | 77,600 | 14.5M $ | 2.47 % | as of Mar 31, 2026 · Original filing |
| Fundamental All Cap Core Fund John Hancock Funds II | 64,803 | 14.3M $ | 2.74 % | as of Feb 28, 2026 · Original filing |
| MFS New Discovery Value Fund MFS SERIES TRUST XIII | 63,050 | 13.9M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 64,367 | 13.8M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | 73,700 | 13.8M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 73,023 | 13.7M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Mid Cap Value Fund JANUS INVESTMENT FUND | 70,408 | 13.2M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Global Equity Fund Victory Portfolios IV | 57,547 | 12.7M $ | 1.60 % | as of Feb 28, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 66,999 | 12.5M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 54,693 | 12.1M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 55,747 | 12M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Victory Pioneer Mid Cap Value Fund Victory Portfolios IV | 55,136 | 11.9M $ | 1.59 % | as of Apr 30, 2026 · Original filing |
| Fidelity Worldwide Fund Fidelity Investment Trust | 54,000 | 11.6M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 50,701 | 11.2M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 51,814 | 11.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 51,534 | 11.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Allspring Diversified Capital Builder Fund ALLSPRING FUNDS TRUST | 59,000 | 11M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 48,955 | 10.8M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 48,029 | 10.6M $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I | 56,600 | 10.6M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Dynamic Value ETF BNY Mellon ETF Trust II | 49,210 | 10.6M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| Columbia Select Small Cap Value Fund Columbia Funds Series Trust II | 47,879 | 10.6M $ | 2.65 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 56,105 | 10.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 55,853 | 10.5M $ | 1.52 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 55,094 | 10.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 46,266 | 10.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 54,427 | 10.2M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Thrivent Small-Mid Cap Equity ETF Thrivent ETF Trust | 53,598 | 10M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| CRM MID CAP VALUE FUND CRM Mutual Fund Trust | 46,533 | 10M $ | 3.78 % | as of Apr 30, 2026 · Original filing |
| Fidelity Dividend Growth Fund Fidelity Securities Fund | 44,100 | 9.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Allspring Common Stock Fund ALLSPRING FUNDS TRUST | 49,855 | 9.3M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 49,371 | 9.2M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 49,180 | 9.2M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| SA Franklin Small Company Value Portfolio SUNAMERICA SERIES TRUST | 42,630 | 9.2M $ | 3.11 % | as of Apr 30, 2026 · Original filing |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 47,400 | 8.9M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| Nomura Opportunity Fund Delaware Group Equity Funds IV | 47,350 | 8.9M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 47,183 | 8.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 38,381 | 8.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 38,225 | 8.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund | 39,200 | 8.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Invenomic Fund NORTHERN LIGHTS FUND TRUST II | 39,087 | 8.4M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 38,838 | 8.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco Global Opportunities Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 38,674 | 8.3M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 44,144 | 8.3M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 43,842 | 8.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST | 36,629 | 7.9M $ | 1.61 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 41,770 | 7.8M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 35,088 | 7.8M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| CIBC ATLAS MID CAP EQUITY FUND ADVISORS' INNER CIRCLE FUND | 35,825 | 7.7M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 34,700 | 7.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Blue Chip Value Fund Fidelity Securities Fund | 34,579 | 7.4M $ | 1.16 % | as of Apr 30, 2026 · Original filing |
| Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I | 39,681 | 7.4M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 34,469 | 7.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust | 38,968 | 7.3M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 38,743 | 7.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 37,455 | 7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 37,115 | 7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Small Cap Growth Fund VALIC Co I | 31,188 | 6.9M $ | 1.27 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 30,872 | 6.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 35,003 | 6.6M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 34,994 | 6.6M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust | 30,369 | 6.5M $ | 2.94 % | as of Apr 30, 2026 · Original filing |
| CRM SMALL/MID CAP VALUE FUND CRM Mutual Fund Trust | 30,223 | 6.5M $ | 4.27 % | as of Apr 30, 2026 · Original filing |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 34,599 | 6.5M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. American Value Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 33,667 | 6.3M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 28,383 | 6.3M $ | 0.98 % | as of Feb 28, 2026 · Original filing |
| Fidelity Blue Chip Growth ETF Fidelity Covington Trust | 29,119 | 6.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 32,941 | 6.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Mutual Funds | 28,368 | 6.1M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| VIP Value Portfolio Variable Insurance Products Fund | 32,362 | 6.1M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 32,033 | 6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios | 32,000 | 6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 27,827 | 6M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 27,379 | 5.9M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 30,880 | 5.8M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 26,860 | 5.8M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 26,859 | 5.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 30,814 | 5.8M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Variable Mid Cap Portfolio Legg Mason Partners Variable Equity Trust | 30,800 | 5.8M $ | 2.40 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 26,061 | 5.8M $ | 0.79 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 26,743 | 5.8M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust | 30,100 | 5.6M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 25,401 | 5.5M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 28,674 | 5.4M $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 24,728 | 5.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 28,030 | 5.2M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 23,359 | 5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 23,075 | 5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II | 26,300 | 4.9M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 25,031 | 4.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 24,668 | 4.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 24,416 | 4.6M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Harbor Dividend Growth Leaders ETF Harbor ETF Trust | 21,233 | 4.6M $ | 2.02 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 21,117 | 4.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Disciplined Value Fund American Century Quantitative Equity Funds, Inc. | 24,071 | 4.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 23,907 | 4.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 20,807 | 4.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 20,791 | 4.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 20,680 | 4.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 23,586 | 4.4M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 23,245 | 4.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Virtus Ceredex Large-Cap Value Equity Fund Virtus Asset Trust | 23,196 | 4.3M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 20,071 | 4.3M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 22,870 | 4.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 19,843 | 4.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 22,535 | 4.2M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| WPG Partners Select Small Cap Value Fund RBB Fund, Inc. | 19,023 | 4.2M $ | 2.02 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 19,278 | 4.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 19,199 | 4.1M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 18,268 | 4M $ | 0.78 % | as of Feb 28, 2026 · Original filing |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 18,677 | 4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 18,357 | 3.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 20,900 | 3.9M $ | 0.37 % | as of Mar 31, 2026 · Original filing |