Funds holding S&P Global Inc
911 funds declare a position · 273 ETFs and 638 other funds · 32B $ · US78409V1044
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 9,232,191 | 3.9B $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 7,775,612 | 3.3B $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 3,945,137 | 1.7B $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 3,934,985 | 1.7B $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 2,072,968 | 881.7M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 1,716,175 | 740.1M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,725,302 | 733.8M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1,648,347 | 701.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 1,588,287 | 684.9M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| VANGUARD DIVIDEND GROWTH FUND VANGUARD SPECIALIZED FUNDS | 1,544,536 | 666.1M $ | 1.80 % | as of Apr 30, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,344,653 | 571.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Parnassus Core Equity Fund Parnassus Funds II | 1,120,781 | 476.7M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity Magellan Fund Fidelity Magellan Fund | 1,053,566 | 448.1M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 966,381 | 411M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| New Perspective Fund New Perspective Fund | 947,541 | 403M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 732,590 | 315.9M $ | 1.73 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 696,197 | 296.1M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Invesco Global Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 679,081 | 292.8M $ | 3.22 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 678,078 | 292.4M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 643,331 | 273.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 594,517 | 262.7M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 606,333 | 257.9M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 579,677 | 256.1M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 522,074 | 230.7M $ | 1.66 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Quality Factor ETF iShares Trust | 524,694 | 226.3M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| Franklin Rising Dividends Fund Franklin Managed Trust | 495,000 | 210.5M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 459,183 | 202.9M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 433,677 | 184.5M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 416,445 | 184M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 413,824 | 176M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 393,460 | 169.7M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 385,198 | 163.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Franklin Growth Fund Franklin Custodian Funds | 376,416 | 160.1M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Nomura Large Cap Growth Fund IVY FUNDS | 356,591 | 151.7M $ | 2.60 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 341,295 | 145.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 319,266 | 141.1M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust | 313,455 | 138.5M $ | 1.15 % | as of Feb 28, 2026 · Original filing |
| Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS | 305,993 | 135.2M $ | 1.43 % | as of Feb 28, 2026 · Original filing |
| Parnassus Value Equity Fund Parnassus Funds | 315,536 | 134.2M $ | 2.91 % | as of Mar 31, 2026 · Original filing |
| Calvert Equity Fund Calvert Social Investment Fund | 308,782 | 131.3M $ | 3.46 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 307,658 | 130.9M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 295,671 | 125.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP GROWTH INDEX FUND VANGUARD WORLD FUND | 290,300 | 123.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Growth ETF iShares Trust | 282,947 | 120.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 278,870 | 118.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 265,184 | 112.8M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 255,094 | 110M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Edgewood Growth Fund ADVISORS' INNER CIRCLE FUND | 258,610 | 110M $ | 1.78 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 243,806 | 105.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Large Cap Growth Fund Legg Mason Partners Investment Trust | 229,371 | 101.4M $ | 0.97 % | as of Feb 27, 2026 · Original filing |
| Nuveen Dividend Growth Fund Nuveen Investment Trust II | 232,197 | 100.1M $ | 1.54 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 229,587 | 99M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| ELFUN TRUSTS ELFUN TRUSTS | 222,549 | 94.7M $ | 2.27 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 216,096 | 91.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Neuberger Long Short Fund NEUBERGER BERMAN ALTERNATIVE FUNDS | 209,144 | 90.2M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 201,764 | 85.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 193,391 | 82.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 190,886 | 81.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 180,315 | 79.7M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 180,515 | 77.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 176,154 | 77.8M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 182,012 | 77.4M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 180,727 | 76.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 167,439 | 74M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Columbia Contrarian Core Fund COLUMBIA FUNDS SERIES TRUST I | 164,688 | 72.8M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| Loomis Sayles Global Allocation Fund LOOMIS SAYLES FUNDS II | 170,608 | 72.6M $ | 2.74 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 167,026 | 72M $ | 2.11 % | as of Apr 30, 2026 · Original filing |
| Nicholas Fund, Inc. Nicholas Fund, Inc. | 164,740 | 71M $ | 1.83 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 158,581 | 70.1M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 163,669 | 69.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 156,639 | 69.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 161,868 | 68.8M $ | 4.48 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Capital Appreciation Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. | 161,400 | 68.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 158,779 | 68.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Growth Fund American Century Mutual Funds, Inc. | 152,256 | 65.7M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 149,605 | 64.5M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| State Street U.S. Core Equity Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 149,677 | 63.7M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 149,495 | 63.6M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| AMCAP Fund AMCAP Fund | 141,591 | 62.6M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 140,991 | 62.3M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 144,330 | 61.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 140,210 | 59.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 139,504 | 59.3M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 136,568 | 58.9M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC | 137,708 | 58.6M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 134,371 | 57.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 123,306 | 53.2M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 121,632 | 51.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 116,986 | 50.4M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| American Funds Global Insight Fund American Funds Global Insight Fund | 115,863 | 50M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 114,228 | 49.3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares Future Exponential Technologies ETF iShares Trust | 113,975 | 49.1M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| Brighthouse/Wellington Core Equity Opportunities Portfolio Brighthouse Funds Trust II | 115,251 | 49M $ | 1.88 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 114,448 | 48.7M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 114,145 | 48.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 112,339 | 48.4M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 111,918 | 48.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| FT Vest S&P 500 Dividend Aristocrats Target Income ETF First Trust Exchange-Traded Fund IV | 110,260 | 47.5M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| AVE MARIA GROWTH FUND Schwartz Investment Trust | 111,000 | 47.2M $ | 4.49 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 108,755 | 46.3M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 106,513 | 45.9M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 105,271 | 45.4M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| GLOBAL FRANCHISE PORTFOLIO MORGAN STANLEY INSTITUTIONAL FUND INC | 106,099 | 45.1M $ | 3.28 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 105,386 | 44.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| New World Fund Inc New World Fund Inc | 102,388 | 44.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Invesco V.I. Global Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 102,957 | 43.8M $ | 3.66 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 98,236 | 43.4M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes Kaufmann Fund Federated Hermes Equity Funds | 100,000 | 43.1M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 95,900 | 42.4M $ | 4.28 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 97,929 | 42.2M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| JNL/Invesco Global Growth Fund JNL Series Trust | 99,254 | 42.2M $ | 3.66 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 97,703 | 42.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 98,597 | 41.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 98,588 | 41.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 96,576 | 41.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity International Fund Fidelity Rutland Square Trust II | 92,484 | 40.9M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Blue Chip Fund Principal Funds, Inc | 91,895 | 40.6M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 91,422 | 39.4M $ | 1.96 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 91,125 | 39.3M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 89,725 | 38.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 90,591 | 38.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 90,394 | 38.4M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 88,311 | 38.1M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| Eagle Capital Select Equity ETF 2023 ETF Series Trust | 89,141 | 37.9M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Appreciation Fund, Inc. BNY MELLON APPRECIATION FUND, INC. | 87,482 | 37.2M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 87,094 | 37M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 84,943 | 36.6M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Invesco Global Equity Portfolio Brighthouse Funds Trust I | 85,024 | 36.2M $ | 3.62 % | as of Mar 31, 2026 · Original filing |
| U.S. Global Leaders Growth Fund John Hancock Capital Series | 83,664 | 36.1M $ | 2.85 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 81,231 | 35M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 82,123 | 34.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST | 78,566 | 33.4M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 77,484 | 33.4M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Capital Appreciation Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 76,915 | 32.7M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Fundamental All Cap Core Trust John Hancock Variable Insurance Trust | 76,740 | 32.6M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 74,351 | 32.1M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Columbia Disciplined Core Fund Columbia Funds Series Trust II | 73,089 | 31.5M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| Franklin Growth Opportunities Fund Franklin Strategic Series | 72,600 | 31.3M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 69,589 | 30.7M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 71,139 | 30.7M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| FAM VALUE FUND Fenimore Asset Management Trust | 72,000 | 30.6M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 69,199 | 30.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 69,710 | 30.1M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 67,292 | 29.7M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 66,830 | 29.5M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 67,739 | 29.2M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 68,527 | 29.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Disciplined Core Fund Columbia Funds Variable Series Trust II | 67,906 | 28.9M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 67,613 | 28.8M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Large-Cap Value ETF NuShares ETF Trust | 66,564 | 28.7M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND VANGUARD WHITEHALL FUNDS | 65,960 | 28.4M $ | 2.70 % | as of Apr 30, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 64,435 | 27.8M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Columbia Balanced Fund COLUMBIA FUNDS SERIES TRUST I | 62,665 | 27.7M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 64,557 | 27.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Atlanta Capital Focused Growth Fund Eaton Vance Growth Trust | 64,375 | 27.4M $ | 4.23 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 63,383 | 27M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 62,179 | 26.8M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 62,513 | 26.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| BBH Partner Fund - International Equity BBH Trust | 61,483 | 26.5M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| Large Cap Equity Fund American Century Mutual Funds, Inc. | 60,106 | 25.9M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| Neuberger Large Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 57,935 | 25.6M $ | 1.05 % | as of Feb 28, 2026 · Original filing |
| AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust | 60,000 | 25.5M $ | 2.77 % | as of Mar 31, 2026 · Original filing |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 58,858 | 25.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 58,540 | 25.2M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 58,493 | 24.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 57,380 | 24.4M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 53,234 | 23.5M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 53,187 | 22.6M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 50,774 | 22.4M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 51,866 | 22.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC | 50,365 | 21.7M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 50,754 | 21.6M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 49,592 | 21.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Top 200 Value ETF iShares Trust | 50,197 | 21.4M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| AB Global Core Equity Portfolio AB CAP FUND, INC. | 49,974 | 21.3M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 49,586 | 21.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| HARTFORD STOCK HLS FUND HARTFORD SERIES FUND INC | 49,225 | 20.9M $ | 1.88 % | as of Mar 31, 2026 · Original filing |
| Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 48,344 | 20.8M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 47,273 | 20.4M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 46,635 | 19.8M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 42,434 | 18.8M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 43,601 | 18.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| CTIVP - Wellington Large Cap Value Fund Columbia Funds Variable Series Trust II | 42,255 | 18M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 41,194 | 17.8M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 39,783 | 17.6M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| MML Global Fund MML SERIES INVESTMENT FUND | 40,375 | 17.2M $ | 3.63 % | as of Mar 31, 2026 · Original filing |
| EQ/Invesco Global Portfolio EQ Advisors Trust | 39,466 | 16.8M $ | 3.62 % | as of Mar 31, 2026 · Original filing |
| Allspring Opportunity Fund ALLSPRING FUNDS TRUST | 39,203 | 16.7M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 39,008 | 16.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 38,459 | 16.6M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 38,755 | 16.5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 37,749 | 16.3M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC | 36,378 | 16.1M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes Kaufmann Large Cap Fund Federated Hermes Equity Funds | 37,171 | 16M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 37,234 | 15.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 37,087 | 15.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 36,532 | 15.5M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund VALIC Co I | 34,882 | 15.4M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 36,021 | 15.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| YCG Enhanced Fund YCG Funds | 34,240 | 15.1M $ | 2.82 % | as of Feb 28, 2026 · Original filing |