Funds holding TransUnion
493 funds declare a position · 122 ETFs and 371 other funds · 7.3B $ · US89400J1079
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Dodge & Cox Stock Fund Dodge & Cox Funds | 10,063,200 | 696.3M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Mid-Cap ETF iShares Trust | 6,370,130 | 440.7M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 6,108,941 | 422.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 4,436,376 | 307M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VanEck Morningstar Wide Moat ETF VanEck ETF Trust | 3,976,759 | 275.2M $ | 2.37 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 3,669,596 | 253.9M $ | 2.58 % | as of Mar 31, 2026 · Original filing |
| MFS Massachusetts Investors Growth Stock Fund MFS Massachusetts Investors Growth Stock Fund | 3,078,182 | 241.8M $ | 2.45 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. | 3,384,900 | 234.2M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,494,238 | 195.9M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,825,018 | 195.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 2,181,957 | 171.4M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| Invesco Comstock Fund AIM Sector Funds (Invesco Sector Funds) | 2,360,808 | 167.6M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 2,314,657 | 164.3M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,147,735 | 148.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Enterprise Fund JANUS INVESTMENT FUND | 2,085,935 | 144.3M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 1,596,659 | 110.5M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Growth Fund MFS Series Trust IV | 1,244,967 | 97.8M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| Dodge & Cox Global Stock Fund Dodge & Cox Funds | 1,197,200 | 82.8M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 1,193,714 | 82.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,017,719 | 79.9M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 1,031,100 | 71.3M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 940,928 | 66.8M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 939,923 | 65M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Parnassus Mid Cap Fund Parnassus Funds | 890,979 | 61.6M $ | 2.71 % | as of Mar 31, 2026 · Original filing |
| Independent Franchise Partners US Equity Fund Advisers Investment Trust | 838,269 | 58M $ | 3.79 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 835,817 | 57.8M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 717,300 | 56.3M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Dodge & Cox Balanced Fund Dodge & Cox Funds | 794,400 | 55M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 746,435 | 51.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 722,017 | 51.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| MFS Research Fund MFS Series Trust V | 631,196 | 43.7M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 609,026 | 42.1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust | 603,499 | 41.8M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 575,500 | 39.8M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 535,354 | 38M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 469,146 | 32.5M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 447,328 | 31M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 390,435 | 30.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 434,800 | 30.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Equity Funds, Inc. | 414,497 | 28.7M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 362,832 | 28.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 384,498 | 27.3M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 385,400 | 26.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Invesco Comstock Select Fund AIM Sector Funds (Invesco Sector Funds) | 373,886 | 26.5M $ | 3.18 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Triton Fund JANUS INVESTMENT FUND | 360,422 | 24.9M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST | 327,301 | 22.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 287,817 | 22.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 311,214 | 22.1M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 307,341 | 21.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Mid Cap Value Fund JANUS INVESTMENT FUND | 313,580 | 21.7M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS | 311,726 | 21.6M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| MFS Global Equity Fund MFS Series Trust VI | 295,834 | 21M $ | 1.39 % | as of Apr 30, 2026 · Original filing |
| Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) | 302,210 | 20.9M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| William Blair Large Cap Growth Fund WILLIAM BLAIR FUNDS | 296,400 | 20.5M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| Invesco Comstock Portfolio Brighthouse Funds Trust I | 295,631 | 20.5M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| MFS Core Equity Fund MFS SERIES TRUST I | 257,456 | 20.2M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Empower T. Rowe Price Mid Cap Growth Fund EMPOWER FUNDS, INC. | 286,077 | 19.8M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 277,400 | 19.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 281,512 | 19.5M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 279,031 | 19.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| MFS Massachusetts Investors Growth Stock Portfolio MFS VARIABLE INSURANCE TRUST II | 272,549 | 18.9M $ | 2.27 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 257,862 | 18.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Nicholas II, Inc. Nicholas II, Inc. | 252,068 | 17.9M $ | 2.03 % | as of Apr 30, 2026 · Original filing |
| MFS Global Growth Fund MFS Series Trust VIII | 251,790 | 17.9M $ | 2.13 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 225,631 | 17.7M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 248,099 | 17.6M $ | 1.49 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 222,996 | 17.5M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 246,546 | 17.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 238,642 | 16.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| JNL/Morningstar Wide Moat Index Fund JNL Series Trust | 241,953 | 16.7M $ | 2.36 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. Comstock Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 233,080 | 16.1M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| Old Westbury All Cap Core Fund Old Westbury Funds Inc | 226,637 | 16.1M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 198,640 | 15.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Allspring Opportunity Fund ALLSPRING FUNDS TRUST | 224,238 | 15.5M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 216,315 | 15M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 214,600 | 14.8M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS | 205,438 | 14.6M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions | 205,171 | 14.2M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 196,865 | 13.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 194,137 | 13.4M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds | 193,147 | 13.4M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust | 189,714 | 13.1M $ | 3.85 % | as of Mar 31, 2026 · Original filing |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 188,264 | 13M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Stock Fund Fidelity Concord Street Trust | 181,900 | 12.9M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 178,314 | 12.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 155,400 | 12.2M $ | 0.63 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 169,588 | 12M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 167,838 | 11.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 148,309 | 11.6M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Enterprise Portfolio JANUS ASPEN SERIES | 168,150 | 11.6M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 162,606 | 11.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Global Equity Fund John Hancock Funds II | 146,242 | 11.5M $ | 1.30 % | as of Feb 28, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 143,500 | 11.3M $ | 1.15 % | as of Feb 28, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 143,201 | 11.2M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 161,122 | 11.1M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 156,828 | 11.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 154,848 | 11M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 157,707 | 10.9M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid Cap Growth Portfolio Brighthouse Funds Trust I | 155,877 | 10.8M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 152,314 | 10.5M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 139,000 | 9.9M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 141,922 | 9.8M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 123,426 | 9.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 139,300 | 9.6M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 137,849 | 9.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Janus Enterprise Portfolio EQ Advisors Trust | 136,443 | 9.4M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Thornburg American Opportunities Fund THORNBURG INVESTMENT TRUST | 135,552 | 9.4M $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| Vulcan Value Partners Fund Elevation Series Trust | 130,355 | 9.3M $ | 3.61 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 113,385 | 8.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 112,898 | 8.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| AQE Core ETF ETF Opportunities Trust | 124,870 | 8.6M $ | 1.52 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 121,075 | 8.4M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 119,545 | 8.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 114,255 | 8.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 102,120 | 8M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 102,012 | 8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 115,017 | 8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | 113,700 | 7.9M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 111,637 | 7.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| NYLI WMC Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 108,251 | 7.7M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| DWS Capital Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 108,629 | 7.5M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 108,281 | 7.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| BlackRock Mid-Cap Value Fund BlackRock Mid-Cap Value Series, Inc. | 103,237 | 7.3M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 92,122 | 7.2M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 100,149 | 7.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Value Fund HOMESTEAD FUNDS INC | 100,900 | 7M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 99,765 | 6.9M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 87,657 | 6.9M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 96,553 | 6.9M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 98,848 | 6.8M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 97,200 | 6.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 91,100 | 6.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 92,943 | 6.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 89,601 | 6.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 87,627 | 6.2M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 89,565 | 6.2M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 89,482 | 6.2M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 87,200 | 6.2M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | 88,600 | 6.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 85,900 | 6.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Buffalo Mid Cap Discovery Fund Buffalo Funds | 87,688 | 6.1M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 76,792 | 6M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 86,513 | 6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Transamerica Janus Mid-Cap Growth VP TRANSAMERICA SERIES TRUST | 86,441 | 6M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | 85,515 | 5.9M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 85,369 | 5.9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 84,300 | 5.8M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Pro-Blend Maximum Term Series Manning & Napier Fund, Inc. | 81,841 | 5.8M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| VANGUARD GLOBAL WELLESLEY INCOME FUND VANGUARD WORLD FUND | 72,847 | 5.7M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 82,282 | 5.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| CIBC ATLAS MID CAP EQUITY FUND ADVISORS' INNER CIRCLE FUND | 80,016 | 5.7M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 79,285 | 5.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 77,091 | 5.5M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 77,766 | 5.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 74,444 | 5.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 73,604 | 5.2M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 72,530 | 5M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust | 67,676 | 4.8M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP Wellington Growth Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 69,158 | 4.8M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 68,567 | 4.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 66,686 | 4.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 68,341 | 4.7M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| VIP Value Portfolio Variable Insurance Products Fund | 67,900 | 4.7M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 64,890 | 4.6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Vulcan Value Partners Small Cap Fund Elevation Series Trust | 64,889 | 4.6M $ | 5.05 % | as of Apr 30, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 66,543 | 4.6M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 64,691 | 4.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 58,443 | 4.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 64,601 | 4.6M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 65,296 | 4.5M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 64,471 | 4.5M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 64,088 | 4.4M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 61,913 | 4.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 63,094 | 4.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 54,278 | 4.3M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| GROWTH EQUITY FUND GuideStone Funds | 61,294 | 4.2M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 57,620 | 4.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 57,506 | 4.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 59,007 | 4.1M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| Fidelity Blue Chip Value Fund Fidelity Securities Fund | 57,500 | 4.1M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 58,420 | 4M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| Pro-Blend Extended Term Series Manning & Napier Fund, Inc. | 55,336 | 3.9M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 56,288 | 3.9M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| VanEck Morningstar SMID Moat ETF VanEck ETF Trust | 55,189 | 3.8M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 53,408 | 3.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Global Equity Trust John Hancock Variable Insurance Trust | 54,603 | 3.8M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| EQ/Invesco Comstock Portfolio EQ Advisors Trust | 53,111 | 3.7M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 52,537 | 3.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 46,274 | 3.6M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| MML Mid Cap Growth Fund MML SERIES INVESTMENT FUND | 52,533 | 3.6M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 52,317 | 3.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 49,162 | 3.5M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Industrials ETF iShares Trust | 49,123 | 3.5M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 43,941 | 3.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| DWS Capital Growth VIP DEUTSCHE DWS VARIABLE SERIES I | 48,395 | 3.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Value Advantage Portfolio PACIFIC SELECT FUND | 47,177 | 3.3M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| Brookstone Growth Stock ETF Northern Lights Fund Trust IV | 40,499 | 3.2M $ | 2.53 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Strategic Growth Fund VALIC Co I | 40,142 | 3.2M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 44,326 | 3.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Reinhart Mid Cap PMV Fund Managed Portfolio Series | 39,200 | 3.1M $ | 3.29 % | as of Feb 28, 2026 · Original filing |