Funds holding Synchrony Financial
744 funds declare a position · 247 ETFs and 497 other funds · 10.2B $ · US87165B1035
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| American Balanced Fund American Balanced Fund | 20,361,152 | 1.4B $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 11,022,130 | 749.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Income Fund of America Income Fund of America | 8,656,720 | 659.6M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 8,830,483 | 600.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 7,506,840 | 510.6M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 4,583,649 | 316.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 4,470,901 | 304.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 4,052,114 | 275.6M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,215,621 | 218.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 2,586,747 | 197.1M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 2,498,800 | 190.4M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST | 2,370,400 | 161.2M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 2,354,952 | 160.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,259,571 | 153.7M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 2,085,271 | 141.8M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 2,035,406 | 138.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,961,232 | 133.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,368,350 | 104.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 1,504,169 | 102.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,286,055 | 98M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 1,259,325 | 96M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,328,203 | 90.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 1,267,375 | 86.2M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 1,213,747 | 82.6M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Columbia Disciplined Core Fund Columbia Funds Series Trust II | 907,916 | 69.2M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 903,330 | 61.4M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 767,183 | 58.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 796,481 | 54.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 758,636 | 52.4M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 730,679 | 49.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Disciplined Core Fund Columbia Funds Variable Series Trust II | 699,415 | 47.6M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 673,092 | 46.5M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 648,540 | 44.8M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 574,163 | 43.8M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| Nuveen Dividend Value Fund Nuveen Investment Funds, Inc. | 569,058 | 43.4M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 621,728 | 43M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 546,112 | 41.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 599,756 | 40.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 526,912 | 40.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 518,669 | 39.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 507,113 | 38.6M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 533,064 | 36.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 522,773 | 36.1M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 GARP ETF Invesco Exchange-Traded Fund Trust | 452,885 | 34.5M $ | 1.57 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 500,728 | 34.1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 446,108 | 30.8M $ | 1.21 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 438,078 | 29.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 429,098 | 29.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 409,248 | 27.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 408,098 | 27.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 406,498 | 27.6M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Gateway Fund Gateway Trust | 389,560 | 26.5M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 370,378 | 25.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 316,298 | 24.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL UNCONSTRAINED EQUITY Capitol Series Trust | 353,735 | 24.1M $ | 4.50 % | as of Mar 31, 2026 · Original filing |
| PIMCO RAE US Fund PIMCO Equity Series | 350,930 | 23.9M $ | 1.92 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 311,329 | 23.7M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 301,693 | 23M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 327,900 | 22.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 296,341 | 22.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 292,845 | 22.3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS | 325,397 | 22.1M $ | 1.89 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 324,626 | 22.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VOYA GROWTH AND INCOME PORTFOLIO Voya Variable Funds | 324,481 | 22.1M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Value Factor ETF iShares Trust | 289,188 | 22M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 319,612 | 21.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 264,937 | 20.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 292,762 | 19.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Victory Income Stock Fund Victory Portfolios III | 257,512 | 19.6M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 286,231 | 19.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 247,890 | 18.9M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| GuidePath Tactical Allocation Fund GPS Funds II | 267,675 | 18.2M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| VOYA LARGE CAP VALUE FUND Voya Equity Trust | 260,642 | 18M $ | 1.11 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 234,084 | 17.8M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 255,290 | 17.6M $ | 0.55 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 247,881 | 16.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| DWS CROCI(R) U.S. Fund DEUTSCHE DWS INVESTMENT TRUST | 244,054 | 16.6M $ | 2.42 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Value Fund WisdomTree Trust | 241,720 | 16.4M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 240,494 | 16.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 235,538 | 16M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 232,374 | 15.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 203,838 | 15.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 203,676 | 15.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 203,323 | 15.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 222,946 | 15.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 223,136 | 15.2M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 220,777 | 15M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 209,517 | 14.5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 208,929 | 14.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series | 188,507 | 14.4M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 207,594 | 14.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 180,339 | 13.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 196,276 | 13.4M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 195,684 | 13.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 189,591 | 13.1M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 188,239 | 13M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 166,403 | 12.7M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| O'Shaughnessy Market Leaders Value Fund Advisors Series Trust | 160,640 | 12.2M $ | 4.41 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 176,065 | 12.2M $ | 1.08 % | as of Feb 28, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 171,100 | 11.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Equity Factor ETF iShares Trust | 150,610 | 11.5M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| FlexShares Quality Dividend Index Fund FlexShares Trust | 150,480 | 11.5M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 166,470 | 11.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 166,300 | 11.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 148,409 | 11.3M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 163,600 | 11.1M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 160,262 | 10.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 157,671 | 10.9M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 141,223 | 10.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 156,230 | 10.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 134,059 | 10.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 149,690 | 10.2M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 146,400 | 10.1M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Cambria Shareholder Yield ETF Cambria ETF Trust | 132,749 | 10.1M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 147,464 | 10M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 139,923 | 9.5M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 139,398 | 9.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| AQR Large Cap Multi-Style Fund AQR Funds | 138,241 | 9.4M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Victory RS Global Fund Victory Portfolios | 137,508 | 9.4M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 137,476 | 9.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 122,180 | 9.3M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 121,590 | 9.3M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 120,734 | 9.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 132,193 | 9M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust | 116,648 | 8.9M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 115,639 | 8.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 124,232 | 8.6M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Victory Growth & Income Fund Victory Portfolios III | 112,669 | 8.6M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 110,803 | 8.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 109,716 | 8.4M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 120,016 | 8.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 119,522 | 8.1M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 105,734 | 8.1M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 103,759 | 7.9M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 115,677 | 7.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 102,965 | 7.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 114,300 | 7.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Transamerica Multi-Asset Income TRANSAMERICA FUNDS | 100,000 | 7.6M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust | 98,021 | 7.5M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 109,704 | 7.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 109,320 | 7.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 96,489 | 7.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 96,249 | 7.3M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Nomura Growth and Income Fund Delaware Group Equity Funds IV | 106,885 | 7.3M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 95,077 | 7.2M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Natixis Oakmark Fund Natixis Funds Trust II | 104,610 | 7.1M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 91,517 | 7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| HCM Sector Plus Fund NORTHERN LIGHTS FUND TRUST III | 102,478 | 7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 90,303 | 6.9M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 100,961 | 6.9M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 100,737 | 6.9M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 99,735 | 6.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Victory Value Fund Victory Portfolios III | 88,050 | 6.7M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 88,016 | 6.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 96,968 | 6.7M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Fidelity Value Factor ETF Fidelity Covington Trust | 87,596 | 6.7M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Industrials ETF iShares Trust | 87,358 | 6.7M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 94,190 | 6.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust | 91,617 | 6.3M $ | 0.98 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 92,716 | 6.3M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Clearwater Core Equity Fund Clearwater Investment Trust | 92,585 | 6.3M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 82,277 | 6.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 81,626 | 6.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 High Beta ETF Invesco Exchange-Traded Fund Trust II | 87,989 | 6.1M $ | 0.95 % | as of Feb 28, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 79,454 | 6.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 78,658 | 6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | 87,445 | 5.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust | 86,745 | 5.9M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Nomura Opportunity Fund Delaware Group Equity Funds IV | 86,420 | 5.9M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 85,540 | 5.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Victory Sustainable World Fund Victory Portfolios III | 83,021 | 5.7M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 82,376 | 5.7M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust | 74,191 | 5.7M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 73,191 | 5.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust | 81,624 | 5.6M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 72,282 | 5.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 79,185 | 5.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 79,426 | 5.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 77,542 | 5.4M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust | 77,955 | 5.3M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 77,951 | 5.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 69,499 | 5.3M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 76,804 | 5.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 76,787 | 5.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 76,046 | 5.2M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 66,502 | 5.1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Victory Capital Growth Fund Victory Portfolios III | 66,499 | 5.1M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 66,459 | 5.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 73,597 | 5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 71,999 | 4.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 71,568 | 4.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 70,574 | 4.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 62,246 | 4.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Disciplined Value Fund American Century Quantitative Equity Funds, Inc. | 69,613 | 4.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 68,559 | 4.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Nomura Wealth Builder Fund Delaware Group Equity Funds V | 66,932 | 4.6M $ | 0.55 % | as of Feb 27, 2026 · Original filing |
| FlexShares US Quality Large Cap Index Fund FlexShares Trust | 60,480 | 4.6M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 60,328 | 4.6M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Systematic Value Fund VALIC Co I | 66,096 | 4.6M $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 65,552 | 4.5M $ | 0.15 % | as of Feb 28, 2026 · Original filing |