Funds holding U-Haul Holding Co
239 funds declare a position · 66 ETFs and 173 other funds · 1.5B $ · US0235865062
Other lines from the same issuer : U-Haul Holding Co (US0235861004)
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,013,616 | 134.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AMG Yacktman Fund AMG Funds | 2,950,000 | 131.8M $ | 1.91 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 2,144,000 | 102.2M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,234,197 | 99.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Smead Value Fund Smead Funds Trust | 1,984,111 | 93.6M $ | 2.13 % | as of Feb 27, 2026 · Original filing |
| AMG Yacktman Focused Fund AMG Funds | 1,640,000 | 73.3M $ | 2.55 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,425,468 | 63.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 1,168,002 | 55.7M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,215,472 | 54.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 550,399 | 26M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 539,684 | 25.7M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 524,300 | 23.4M $ | 3.59 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 483,940 | 23.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Hotchkis and Wiley Value Opportunities Fund HOTCHKIS & WILEY FUNDS/DE/ | 482,700 | 21.6M $ | 2.65 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 436,741 | 20.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 411,843 | 19.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS | 384,100 | 18.3M $ | 2.26 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 374,386 | 17.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 389,344 | 17.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| BRUCE FUND Bruce Fund, Inc. | 385,000 | 17.2M $ | 4.75 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 312,575 | 14.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 310,275 | 14.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Scharf ETF Advisors Series Trust | 321,614 | 14.4M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| Reinhart Genesis PMV Fund Managed Portfolio Series | 298,187 | 14.1M $ | 2.32 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 296,080 | 14M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Transportation ETF iShares Trust | 291,843 | 13.9M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II | 303,750 | 13.6M $ | 2.28 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 278,687 | 13.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 268,808 | 12.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Third Avenue Real Estate Value Fund Third Avenue Trust | 265,893 | 12.7M $ | 4.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 268,400 | 12.7M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 244,512 | 11.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 259,093 | 11.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Artisan Mid Cap Value Fund Artisan Partners Funds Inc. | 246,892 | 11M $ | 2.25 % | as of Mar 31, 2026 · Original filing |
| Carillon Scout Mid Cap Fund Carillon Series Trust | 202,592 | 9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 194,115 | 8.7M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 183,641 | 8.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 175,150 | 8.4M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 161,569 | 7.7M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 160,755 | 7.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 158,643 | 7.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 155,600 | 7M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 152,700 | 6.8M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Transportation ETF SPDR SERIES TRUST | 152,584 | 6.8M $ | 2.55 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 143,671 | 6.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P Spin-Off ETF Invesco Exchange-Traded Fund Trust | 134,568 | 6.4M $ | 4.30 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 142,734 | 6.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | 142,045 | 6.3M $ | 1.79 % | as of Mar 31, 2026 · Original filing |
| Hotchkis and Wiley Mid-Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 141,200 | 6.3M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 128,986 | 6.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Embark Small Cap Equity Fund Harbor Funds II | 119,697 | 5.7M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 126,523 | 5.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Tweedy, Browne Value Fund Tweedy, Browne Fund Inc. | 122,928 | 5.5M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 116,039 | 5.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 111,650 | 5.3M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST | 104,700 | 4.7M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 90,262 | 4.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 88,480 | 4.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 92,592 | 4.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 81,470 | 3.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 75,464 | 3.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 79,053 | 3.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 71,499 | 3.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VIP Value Portfolio Variable Insurance Products Fund | 74,426 | 3.3M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 71,381 | 3.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| HW Opportunities MP Fund HOTCHKIS & WILEY FUNDS/DE/ | 71,150 | 3.2M $ | 4.22 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 65,075 | 3.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 64,635 | 3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Scharf Global Opportunity ETF Advisors Series Trust | 68,086 | 3M $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 63,507 | 3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 62,498 | 3M $ | 1.13 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 61,504 | 2.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 60,528 | 2.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 57,247 | 2.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 55,116 | 2.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 54,654 | 2.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 55,136 | 2.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 52,554 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 53,406 | 2.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 49,286 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 50,996 | 2.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AMG Yacktman Global Fund AMG Funds | 50,000 | 2.2M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Value Fund Fidelity Advisor Series I | 45,873 | 2.2M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| Reinhart Mid Cap PMV Fund Managed Portfolio Series | 44,840 | 2.1M $ | 2.26 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 46,905 | 2.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 40,740 | 1.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 40,104 | 1.9M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 39,279 | 1.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 39,253 | 1.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 38,038 | 1.8M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 36,909 | 1.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 38,192 | 1.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 34,087 | 1.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 34,084 | 1.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 35,396 | 1.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 32,569 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 31,824 | 1.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 31,293 | 1.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 33,300 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 29,758 | 1.4M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 25,822 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 25,697 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| First Foundation Total Return Fund ADVISORS' INNER CIRCLE III | 27,126 | 1.2M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 27,038 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 25,323 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 22,172 | 1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 21,923 | 1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 21,801 | 1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 20,843 | 994K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 20,383 | 972.1K $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 19,762 | 942.4K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| AMG Yacktman Special Opportunities Fund AMG Funds | 20,000 | 893.4K $ | 3.37 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 18,877 | 843.2K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 17,650 | 832.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 17,403 | 829.9K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 16,667 | 794.8K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 16,213 | 773.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Large Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 16,075 | 766.6K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 16,110 | 759.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 16,808 | 750.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 15,892 | 749.5K $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 15,662 | 746.9K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 15,150 | 722.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 15,300 | 721.5K $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Scharf Multi-Asset Opportunity Fund Advisors Series Trust | 16,142 | 721.1K $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 14,957 | 713.3K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 14,602 | 696.4K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,140 | 674.3K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 13,300 | 594.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 12,408 | 591.7K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 12,348 | 588.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Hotchkis and Wiley Global Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 12,915 | 576.9K $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 12,600 | 562.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 12,554 | 560.8K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 11,881 | 530.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 11,118 | 524.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 10,678 | 477K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,463 | 467.4K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 9,369 | 446.8K $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 9,359 | 446.3K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 9,522 | 425.3K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Industrials Sector Fund JNL Series Trust | 9,370 | 418.6K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 9,368 | 418.5K $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 8,515 | 401.6K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 8,403 | 396.3K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 8,402 | 396.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 8,362 | 373.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 8,186 | 365.7K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 7,635 | 360.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 7,649 | 341.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 7,076 | 316.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 7,045 | 314.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 6,558 | 312.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 6,895 | 308K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 6,334 | 302.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,494 | 290.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 6,343 | 283.3K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Transamerica Small Cap Value TRANSAMERICA FUNDS | 5,500 | 262.3K $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust | 5,327 | 238K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC | 5,050 | 225.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Mid Cap Equity ETF American Century ETF Trust | 4,603 | 217.1K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 4,626 | 206.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 4,328 | 204.1K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap ETF iShares Trust | 4,258 | 203.1K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares Dow Jones U.S. ETF iShares Trust | 4,227 | 201.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 4,158 | 198.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 4,276 | 191K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,933 | 187.6K $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 3,962 | 186.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 3,719 | 175.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity Fund American Century ETF Trust | 3,653 | 172.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 3,828 | 171K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,600 | 169.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 3,751 | 167.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 3,691 | 164.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value Fund American Century ETF Trust | 3,462 | 163.3K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 3,429 | 161.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| EQ/Large Cap Growth Index Portfolio EQ Advisors Trust | 3,443 | 153.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 3,148 | 150.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 3,142 | 148.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Green Century Equity Fund GREEN CENTURY FUNDS | 2,748 | 131.1K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,885 | 128.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 2,546 | 113.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 2,463 | 110K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 2,246 | 107.1K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust | 2,345 | 104.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 2,324 | 103.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 2,104 | 99.2K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 2,030 | 95.7K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 2,107 | 94.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 1,947 | 92.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 2,070 | 92.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 2,033 | 90.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 2,032 | 90.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 1,998 | 89.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Transportation Bull 3X Shares Direxion Shares ETF Trust | 1,847 | 88.1K $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 1,773 | 79.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 1,400 | 62.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 1,397 | 62.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| LargeCap Growth Fund I Principal Funds, Inc | 1,308 | 62.4K $ | 0.00 % | as of Apr 30, 2026 · Original filing |