Funds holding Southern Co/The
770 funds declare a position · 240 ETFs and 530 other funds · 35.7B $ · US8425871071
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 | 34,943,792 | 3.4B $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 27,982,141 | 2.7B $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Income Fund of America Income Fund of America | 23,491,078 | 2.3B $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 18,889,996 | 1.8B $ | 7.47 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 14,161,460 | 1.4B $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 14,012,945 | 1.4B $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 10,888,442 | 1.1B $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 10,175,800 | 982.2M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 9,215,791 | 889.5M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Franklin Income Fund Franklin Custodian Funds | 9,000,000 | 868.7M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| MFS Value Fund MFS SERIES TRUST I | 8,459,789 | 823.8M $ | 1.47 % | as of Feb 28, 2026 · Original filing |
| VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 7,199,764 | 701.1M $ | 6.36 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,208,710 | 599.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 5,515,954 | 532.4M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 5,439,666 | 529.7M $ | 1.11 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 4,987,328 | 481.4M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 4,342,108 | 419.9M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 4,195,490 | 408.6M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Franklin Utilities Fund Franklin Custodian Funds | 4,000,000 | 386.1M $ | 4.98 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 3,616,825 | 349.7M $ | 1.53 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 3,620,000 | 349.4M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 3,348,145 | 323.2M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Equity Fund JPMorgan Trust I | 3,331,276 | 321.5M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| iShares Global Infrastructure ETF iShares Trust | 3,039,636 | 293.4M $ | 2.90 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 2,951,582 | 285.4M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 2,672,000 | 257.9M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 2,530,480 | 244.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 2,445,462 | 236.5M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ENERGY FUND VANGUARD SPECIALIZED FUNDS | 2,345,992 | 226.9M $ | 2.98 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 2,314,283 | 223.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 2,198,884 | 212.2M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| iShares Core High Dividend ETF iShares Trust | 2,175,822 | 210.4M $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 2,059,211 | 200.5M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,908,114 | 185.8M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,899,803 | 185M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 1,899,889 | 183.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Utility Fund Prudential Sector Funds, Inc. | 1,864,467 | 181.6M $ | 5.06 % | as of Feb 27, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 1,789,415 | 173M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,752,371 | 169.5M $ | 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. | 1,694,862 | 163.6M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 1,687,042 | 163.1M $ | 6.64 % | as of Apr 30, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 1,642,966 | 160M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,630,858 | 158.8M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 1,635,566 | 158.2M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 1,576,500 | 152.2M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 1,385,867 | 133.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 1,296,482 | 125.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,291,561 | 124.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Select Utilities Portfolio Fidelity Select Portfolios | 1,158,179 | 112.8M $ | 2.76 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 1,159,837 | 111.9M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Fidelity High Dividend ETF Fidelity Covington Trust | 1,152,147 | 111.4M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 1,133,806 | 110.4M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV | 1,125,424 | 108.8M $ | 2.67 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 1,113,786 | 108.5M $ | 1.31 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Infrastructure ETF iShares Trust | 1,119,399 | 108M $ | 2.92 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 1,088,569 | 105.1M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| MFS Utilities Fund MFS Series Trust VI | 1,074,008 | 103.9M $ | 3.69 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Utilities ETF iShares Trust | 1,068,209 | 103.3M $ | 6.38 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 1,028,735 | 99.3M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 1,005,989 | 97.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Capital Income Builder Capital Income Builder | 997,626 | 96.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 947,872 | 91.5M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 927,406 | 89.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 919,869 | 89M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity Equity-Income Fund Fidelity Devonshire Trust | 901,250 | 87.2M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 877,335 | 84.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 873,034 | 84.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes Strategic Value Dividend Fund Federated Hermes Equity Funds | 849,327 | 82.1M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Balanced Fund JANUS INVESTMENT FUND | 850,386 | 82.1M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | 836,227 | 80.7M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 786,195 | 75.9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Value Fund JNL Series Trust | 704,900 | 68M $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 689,345 | 66.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 657,904 | 64.1M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 661,982 | 63.9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 649,978 | 62.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 641,063 | 62.4M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 639,262 | 62.3M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Equity Premium Income Fund JPMorgan Trust IV | 634,201 | 61.2M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 621,124 | 60M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 619,654 | 59.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| NYLI CBRE Global Infrastructure Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 605,381 | 58.5M $ | 3.42 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Utilities Sector Fund JNL Series Trust | 596,305 | 57.6M $ | 6.71 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 580,257 | 56.5M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 584,299 | 56.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 578,454 | 56.3M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | 574,700 | 55.5M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 571,126 | 55.2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST | 561,764 | 54.2M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Stock Fund Fidelity Concord Street Trust | 558,983 | 54.1M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 539,414 | 52.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 530,767 | 51.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 522,350 | 50.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 501,993 | 48.5M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 501,377 | 48.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Franklin Managed Income Fund Franklin Investors Securities Trust | 500,000 | 48.4M $ | 1.39 % | as of Apr 30, 2026 · Original filing |
| MFS Utilities Series MFS VARIABLE INSURANCE TRUST | 491,644 | 47.5M $ | 3.80 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 488,827 | 47.2M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Large-Cap Value Fund T. Rowe Price Equity Funds, Inc. | 486,328 | 46.9M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 100 ETF iShares Trust | 486,235 | 46.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 480,048 | 46.3M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Large Cap Value Portfolio Brighthouse Funds Trust I | 450,391 | 43.5M $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| Franklin Income VIP Fund Franklin Templeton Variable Insurance Products Trust | 450,000 | 43.4M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 448,178 | 43.3M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| FlexShares STOXX Global Broad Infrastructure Index Fund FlexShares Trust | 444,512 | 43M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 430,670 | 41.6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 424,369 | 41M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 406,033 | 39.5M $ | 1.11 % | as of Feb 28, 2026 · Original filing |
| MFS Value Portfolio Brighthouse Funds Trust II | 404,723 | 39.1M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 400,659 | 38.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Nuveen Dividend Value Fund Nuveen Investment Funds, Inc. | 389,645 | 37.7M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 383,585 | 37.1M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| The Gabelli Utilities Fund Gabelli Utilities Fund | 377,850 | 36.5M $ | 2.06 % | as of Mar 31, 2026 · Original filing |
| CTIVP - T. Rowe Price Large Cap Value Fund Columbia Funds Variable Series Trust II | 366,652 | 35.4M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | 364,000 | 35.1M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 361,651 | 34.9M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 357,034 | 34.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 351,327 | 34M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 347,848 | 33.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 347,508 | 33.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 342,492 | 33.1M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | 335,112 | 32.3M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 330,888 | 32M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | 328,400 | 31.7M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 322,717 | 31.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 315,420 | 30.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | 315,214 | 30.4M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 305,657 | 29.6M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 298,466 | 28.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust | 297,700 | 28.7M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 295,513 | 28.5M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 281,965 | 27.3M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Balanced Portfolio JANUS ASPEN SERIES | 279,498 | 27M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 278,816 | 27M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Sterling Capital Equity Income Fund Sterling Capital Funds | 275,658 | 26.6M $ | 4.23 % | as of Mar 31, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Dividend Equity Fund Touchstone Funds Group Trust | 274,300 | 26.5M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Global Infrastructure ETF SPDR INDEX SHARES FUNDS | 270,741 | 26.1M $ | 2.92 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 266,629 | 25.8M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Aptus Collared Investment Opportunity ETF ETF Series Solutions | 264,462 | 25.6M $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP Fidelity Institutional AM Utilities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 264,042 | 25.5M $ | 2.91 % | as of Mar 31, 2026 · Original filing |
| Infrastructure Fund John Hancock Investment Trust | 255,819 | 24.7M $ | 2.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 253,495 | 24.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 252,366 | 24.6M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Hennessy Gas Utility Fund Hennessy Funds Trust | 253,100 | 24.5M $ | 4.53 % | as of Apr 30, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 250,806 | 24.3M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV | 249,066 | 24M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 248,070 | 24M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 246,493 | 23.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 243,298 | 23.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 239,020 | 23.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 237,069 | 23.1M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 237,972 | 23M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST | 237,076 | 22.9M $ | 6.43 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 235,126 | 22.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 231,855 | 22.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 229,528 | 22.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 228,076 | 22M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Empower Large Cap Value Fund EMPOWER FUNDS, INC. | 227,029 | 21.9M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 226,157 | 21.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 225,933 | 21.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| FT Energy Income Partners Enhanced Income ETF First Trust Exchange-Traded Fund VIII | 223,779 | 21.8M $ | 2.07 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 215,944 | 20.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | 214,995 | 20.8M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II | 212,683 | 20.5M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| JNL/Franklin Templeton Income Fund JNL Series Trust | 210,000 | 20.3M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| Large-Cap Core Portfolio PACIFIC SELECT FUND | 209,671 | 20.2M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price New Era Fund T. ROWE PRICE NEW ERA FUND, INC. | 207,343 | 20M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 202,161 | 19.7M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 202,798 | 19.6M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust | 202,539 | 19.5M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| NVIT J.P. Morgan U.S. Equity Fund Nationwide Variable Insurance Trust | 198,724 | 19.2M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS | 198,032 | 19.1M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 196,593 | 19M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Eaton Vance Dividend Builder Fund Eaton Vance Special Investment Trust | 195,400 | 18.9M $ | 2.18 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Global Select Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 194,848 | 18.8M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust | 193,629 | 18.7M $ | 3.19 % | as of Apr 30, 2026 · Original filing |
| Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 192,143 | 18.6M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 191,093 | 18.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Equity Income Trust John Hancock Variable Insurance Trust | 190,341 | 18.4M $ | 2.14 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 187,373 | 18.2M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 187,300 | 18.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 186,995 | 18M $ | 2.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 184,578 | 18M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 183,989 | 17.8M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust | 183,150 | 17.7M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Top 200 Value ETF iShares Trust | 182,455 | 17.6M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 178,927 | 17.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust | 177,314 | 17.1M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust | 171,400 | 16.7M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 169,296 | 16.3M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 167,808 | 16.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Global X U.S. Electrification ETF GLOBAL X FUNDS | 166,558 | 16.1M $ | 3.53 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 163,478 | 15.9M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 164,403 | 15.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 164,400 | 15.9M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Nationwide Fund Nationwide Mutual Funds | 162,562 | 15.7M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 158,553 | 15.4M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 158,879 | 15.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| ETC 6 Meridian Hedged Equity-Index Option Strategy ETF EXCHANGE TRADED CONCEPTS TRUST | 156,059 | 15.2M $ | 2.74 % | as of Feb 28, 2026 · Original filing |
| Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 157,413 | 15.2M $ | 2.50 % | as of Mar 31, 2026 · Original filing |