Funds holding TPG Inc
290 funds declare a position · 79 ETFs and 211 other funds · 1.8B $ · US8726571016
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Capital Income Builder Capital Income Builder | 4,389,704 | 191.5M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 4,412,208 | 178.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 4,395,769 | 178.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,189,923 | 129.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 2,438,149 | 105.9M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,031,313 | 82.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. | 1,504,500 | 60.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,437,449 | 58.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 1,427,137 | 57.8M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC | 1,235,253 | 53.9M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Putnam Sustainable Leaders Fund Putnam Sustainable Leaders Fund | 949,631 | 38.5M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 865,052 | 35M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 672,156 | 29.2M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 626,132 | 27.2M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 542,031 | 23.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 509,319 | 22.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF | 503,004 | 21.8M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 530,787 | 21.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 511,133 | 20.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| AMG TimesSquare Mid Cap Growth Fund AMG Funds | 430,815 | 17.5M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST | 377,030 | 16.4M $ | 1.45 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 348,022 | 15.1M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Vulcan Value Partners Fund Elevation Series Trust | 327,922 | 14.3M $ | 5.59 % | as of Apr 30, 2026 · Original filing |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 279,300 | 12.1M $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| Invesco Global Listed Private Equity ETF Invesco Exchange-Traded Fund Trust | 269,747 | 11.8M $ | 4.62 % | as of Apr 30, 2026 · Original filing |
| LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC | 282,685 | 11.5M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust | 280,924 | 11.4M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 246,307 | 10.7M $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 245,816 | 10.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 240,105 | 10.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| MFS Core Equity Fund MFS SERIES TRUST I | 233,891 | 10.2M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 231,963 | 10.1M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 234,108 | 9.5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Mid-Cap Growth Fund Prudential Jennison Mid-Cap Growth Fund, Inc. | 213,630 | 9.3M $ | 0.50 % | as of Feb 27, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 205,000 | 8.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST | 193,667 | 8.4M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 190,636 | 8.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 183,573 | 8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 193,608 | 7.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Equity Funds, Inc. | 183,795 | 7.4M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 166,883 | 6.8M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 163,394 | 6.6M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | 163,324 | 6.6M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 161,385 | 6.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 159,908 | 6.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 157,636 | 6.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS | 141,378 | 5.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| George Putnam Balanced Fund George Putnam Balanced Fund | 130,313 | 5.7M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| VanEck Alternative Asset Manager ETF VanEck ETF Trust | 134,054 | 5.4M $ | 3.06 % | as of Mar 31, 2026 · Original filing |
| Putnam VT Sustainable Leaders Fund Putnam Variable Trust | 132,258 | 5.4M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 121,246 | 5.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Empower T. Rowe Price Mid Cap Growth Fund EMPOWER FUNDS, INC. | 126,705 | 5.1M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 114,453 | 5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 106,305 | 4.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II | 109,678 | 4.4M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 97,200 | 4.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 101,720 | 4.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 93,071 | 3.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 86,434 | 3.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 91,956 | 3.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 88,195 | 3.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 81,228 | 3.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Putnam Sustainable Future Fund Putnam Investment Funds | 77,700 | 3.4M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 77,600 | 3.4M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 75,826 | 3.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 75,420 | 3.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 78,799 | 3.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 77,864 | 3.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 67,988 | 3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 67,107 | 2.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Mid Cap Growth Portfolio Brighthouse Funds Trust I | 69,184 | 2.8M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Financial Services Fund Prudential Sector Funds, Inc. | 61,774 | 2.7M $ | 1.86 % | as of Feb 27, 2026 · Original filing |
| Putnam U.S. Research Fund Putnam Investment Funds | 61,171 | 2.7M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 65,554 | 2.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 58,290 | 2.5M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Stock Portfolio LORD ABBETT SERIES FUND INC | 60,873 | 2.5M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 59,950 | 2.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| MFS Equity Income Fund MFS SERIES TRUST VII | 54,486 | 2.4M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 58,180 | 2.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II | 57,185 | 2.3M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 51,832 | 2.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 54,389 | 2.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 51,728 | 2.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 49,952 | 2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 45,361 | 2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 48,657 | 2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 46,964 | 1.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 43,596 | 1.9M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 46,336 | 1.9M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Optimum Large Cap Growth Fund Optimum Fund Trust | 45,322 | 1.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 41,588 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 40,928 | 1.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 40,809 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 40,648 | 1.8M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 38,986 | 1.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 37,959 | 1.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI | 40,342 | 1.6M $ | 2.61 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 37,126 | 1.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| American Century Mid Cap Growth Impact ETF American Century ETF Trust | 36,355 | 1.6M $ | 1.71 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 35,360 | 1.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 36,233 | 1.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 33,665 | 1.5M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 34,945 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 32,390 | 1.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES | 34,295 | 1.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 32,808 | 1.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 30,201 | 1.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 31,737 | 1.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 28,971 | 1.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 26,189 | 1.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| ALPS Global Opportunity Fund FINANCIAL INVESTORS TRUST | 24,620 | 1.1M $ | 2.41 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 25,897 | 1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 23,892 | 1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 25,711 | 1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 23,093 | 1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 23,085 | 1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 24,348 | 986.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MML Mid Cap Growth Fund MML SERIES INVESTMENT FUND | 23,980 | 971.4K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 21,960 | 953.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 22,840 | 925.2K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 20,872 | 906.3K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. | 21,679 | 878.2K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Infrastructure Capital Equity Income ETF Series Portfolios Trust | 20,023 | 869.4K $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 19,997 | 868.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 19,726 | 860.4K $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 19,700 | 855.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 21,109 | 855.1K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 20,818 | 843.3K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 19,050 | 831K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 18,932 | 825.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 18,590 | 810.9K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust | 19,335 | 783.3K $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 17,925 | 781.9K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 19,051 | 771.8K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 18,144 | 735K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 15,840 | 690.9K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 16,200 | 656.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 15,040 | 653K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 15,316 | 620.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 15,089 | 611.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 14,622 | 592.3K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 13,400 | 584.5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Putnam VT George Putnam Balanced Fund Putnam Variable Trust | 13,555 | 549.1K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 12,068 | 526.4K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 12,647 | 512.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 10,797 | 471K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 11,535 | 467.3K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 10,745 | 466.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 10,625 | 461.3K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 11,357 | 460.1K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| WesMark Balanced Fund WesMark Funds | 11,000 | 445.6K $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 10,843 | 439.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 9,947 | 431.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| ALPS Global Opportunity Portfolio ALPS VARIABLE INVESTMENT TRUST | 10,520 | 426.2K $ | 2.46 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 9,479 | 413.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MFS Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 10,183 | 412.5K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| U.S. Small and Mid Cap Equity Fund AMERICAN FUNDS INSURANCE SERIES | 9,039 | 366.2K $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 8,855 | 358.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Putnam VT Research Fund Putnam Variable Trust | 8,682 | 351.7K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 8,629 | 349.6K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Total Dividend Fund WisdomTree Trust | 8,516 | 345K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 8,041 | 325.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Guardian All Cap Core VIP Fund Guardian Variable Products Trust | 7,949 | 322K $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 7,711 | 312.4K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust | 7,658 | 310.2K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. | 7,614 | 308.4K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 7,552 | 305.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 6,805 | 295.5K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Core Dividend ETF iShares Trust | 6,568 | 286.5K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Ancora Income Fund ANCORA TRUST | 7,000 | 283.6K $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 6,866 | 278.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Guardian Diversified Research VIP Fund Guardian Variable Products Trust | 6,844 | 277.3K $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds | 6,240 | 272.2K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Putnam VT Sustainable Future Fund Putnam Variable Trust | 6,605 | 267.6K $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Global Atlantic BlackRock Disciplined Core Portfolio Forethought Variable Insurance Trust | 6,451 | 261.3K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 5,788 | 252.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 5,713 | 249.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 5,623 | 245.3K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 5,583 | 242.4K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 5,544 | 241.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Dow Jones U.S. ETF iShares Trust | 5,507 | 240.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,003 | 217.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST | 5,326 | 215.8K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Tax-Efficient Equity Fund T. ROWE PRICE TAX-EFFICIENT FUNDS, INC. | 4,950 | 214.9K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 4,809 | 208.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Large Capital Growth Fund VALIC Co I | 4,787 | 207.9K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 4,535 | 196.9K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 4,834 | 195.8K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| LargeCap Growth Fund I Principal Funds, Inc | 4,372 | 190.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| JNL/Morningstar PitchBook Listed Private Equity Index Fund JNL Series Trust | 4,677 | 189.5K $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust | 4,628 | 187.5K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Diversified Equity Master Portfolio Master Investment Portfolio | 4,607 | 186.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST | 4,176 | 182.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust | 4,120 | 179.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Global Atlantic BlackRock Disciplined Value Portfolio Forethought Variable Insurance Trust | 4,358 | 176.5K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND | 4,345 | 176K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,700 | 160.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 3,549 | 154.1K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| BlackRock Advantage Large Cap Core Portfolio BlackRock Series Fund, Inc. | 3,765 | 152.5K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 3,438 | 150K $ | 0.00 % | as of Apr 30, 2026 · Original filing |