Funds holding Voya Financial Inc
433 funds declare a position · 111 ETFs and 322 other funds · 3.5B $ · US9290891004
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 3,092,678 | 253.5M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Mid-Cap ETF iShares Trust | 3,112,189 | 212.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,943,199 | 201.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | 2,141,393 | 146.3M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,138,684 | 146.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 1,483,182 | 121.6M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. | 1,495,405 | 100M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 1,454,674 | 99.4M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,362,051 | 93.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 1,331,068 | 90.9M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 1,312,072 | 89.6M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,229,941 | 82.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 899,568 | 73.7M $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,049,361 | 71.7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Columbia Select Mid Cap Value Fund COLUMBIA FUNDS SERIES TRUST | 810,599 | 54.2M $ | 1.87 % | as of Feb 28, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 639,166 | 42.7M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| JNL/Newton Equity Income Fund JNL Series Trust | 524,138 | 35.8M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 495,679 | 33.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 478,683 | 32.7M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Nomura Small Cap Value Fund Delaware Group Equity Funds V | 470,991 | 31.5M $ | 0.86 % | as of Feb 27, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 459,650 | 31.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 374,573 | 30.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 455,892 | 30.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 369,353 | 30.3M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 352,266 | 28.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 325,821 | 26.7M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 317,576 | 26M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 368,840 | 25.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 354,798 | 24.2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Franklin Mutual Quest Fund Franklin Mutual Series Funds | 349,041 | 23.8M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 281,450 | 23.1M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 278,866 | 22.9M $ | 1.93 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 266,253 | 21.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 288,400 | 19.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 236,872 | 19.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 289,263 | 19.3M $ | 0.83 % | as of Feb 28, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 231,017 | 18.9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 265,430 | 18.1M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 258,531 | 17.3M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 256,868 | 17.2M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| VANGUARD GLOBAL CAPITAL CYCLES FUND VANGUARD SPECIALIZED FUNDS | 204,517 | 16.8M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 239,241 | 16.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Nomura VIP Small Cap Value Series Delaware VIP Trust | 236,200 | 16.1M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 192,580 | 15.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 222,543 | 15.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 180,752 | 14.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 174,011 | 14.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 197,000 | 13.2M $ | 1.34 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Dynamic Value ETF BNY Mellon ETF Trust II | 160,371 | 13.1M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 192,270 | 13.1M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Select Insurance Portfolio Fidelity Select Portfolios | 182,088 | 12.2M $ | 1.81 % | as of Feb 28, 2026 · Original filing |
| Mid Value Fund John Hancock Funds II | 180,427 | 12.1M $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 177,014 | 11.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 139,961 | 11.5M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| AMG GW&K Small/Mid Cap Core Fund AMG Funds | 164,788 | 11.3M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| Classic Value Fund John Hancock Capital Series | 137,172 | 11.2M $ | 2.25 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 161,752 | 11.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 159,764 | 10.9M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 161,050 | 10.8M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 151,165 | 10.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 145,936 | 10M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 144,383 | 9.9M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| MFS Equity Income Fund MFS SERIES TRUST VII | 119,912 | 9.8M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 119,176 | 9.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 144,887 | 9.7M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 141,019 | 9.6M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Impax Small Cap Fund IMPAX FUNDS SERIES TRUST I | 140,000 | 9.6M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 139,675 | 9.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 141,885 | 9.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 138,709 | 9.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 115,430 | 9.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 114,340 | 9.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 112,600 | 9.2M $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 110,242 | 9M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 109,152 | 8.9M $ | 1.84 % | as of Apr 30, 2026 · Original filing |
| NVIT BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Variable Insurance Trust | 128,975 | 8.8M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 120,382 | 8.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Nationwide BNY Mellon Dynamic U.S. Equity Income Fund Nationwide Mutual Funds | 93,977 | 7.7M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 93,276 | 7.6M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 112,090 | 7.5M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 106,897 | 7.3M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 104,405 | 7.1M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 83,418 | 6.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 83,132 | 6.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 81,996 | 6.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 81,557 | 6.7M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 96,937 | 6.6M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 80,169 | 6.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 94,375 | 6.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 96,274 | 6.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Mid Value Trust John Hancock Variable Insurance Trust | 92,703 | 6.3M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 75,930 | 6.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 90,541 | 6.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 88,359 | 5.9M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust | 70,100 | 5.7M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 69,560 | 5.7M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 81,850 | 5.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Select Mid Cap Value Fund Columbia Funds Variable Series Trust II | 80,301 | 5.5M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 66,677 | 5.5M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 66,637 | 5.5M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. | 80,622 | 5.4M $ | 1.39 % | as of Feb 28, 2026 · Original filing |
| LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 65,500 | 5.4M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 77,050 | 5.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 76,925 | 5.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 78,399 | 5.2M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 75,766 | 5.2M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 74,230 | 5.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust | 61,700 | 5.1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 73,235 | 5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 72,243 | 4.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 72,675 | 4.9M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 57,970 | 4.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 70,172 | 4.7M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 68,538 | 4.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 55,862 | 4.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 55,797 | 4.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 64,485 | 4.4M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 65,256 | 4.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 53,241 | 4.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 63,000 | 4.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 58,507 | 4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 48,541 | 4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 59,192 | 4M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 56,300 | 3.8M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Equity Factor ETF iShares Trust | 46,864 | 3.8M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 55,579 | 3.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 55,701 | 3.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 55,639 | 3.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| LSV Small Cap Value Fund ADVISORS' INNER CIRCLE FUND | 43,600 | 3.6M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 52,156 | 3.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X | 52,769 | 3.5M $ | 1.10 % | as of Feb 28, 2026 · Original filing |
| Victory Value Fund Victory Portfolios III | 42,785 | 3.5M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 50,480 | 3.4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 51,344 | 3.4M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 50,618 | 3.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 49,208 | 3.3M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 48,056 | 3.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 47,855 | 3.3M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 39,858 | 3.3M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Boston Partners Small Cap Value Fund II RBB Fund, Inc. | 48,139 | 3.2M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 38,910 | 3.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 38,664 | 3.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 45,435 | 3.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 37,854 | 3.1M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 45,246 | 3.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 43,868 | 3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 43,752 | 3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 43,712 | 3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 36,030 | 3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 35,959 | 2.9M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Small Cap Value Fund Touchstone Funds Group Trust | 42,385 | 2.9M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| Small Cap Portfolio BNY MELLON VARIABLE INVESTMENT FUND | 42,201 | 2.9M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust | 33,698 | 2.8M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 33,537 | 2.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 33,292 | 2.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 33,104 | 2.7M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 38,124 | 2.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 37,869 | 2.6M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Small Cap Value Fund BNY Mellon Investment Funds I | 37,327 | 2.6M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 30,676 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 35,435 | 2.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 35,240 | 2.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 35,436 | 2.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 28,730 | 2.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 28,053 | 2.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 33,504 | 2.3M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 33,462 | 2.3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 33,389 | 2.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 33,241 | 2.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 33,518 | 2.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 27,290 | 2.2M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 33,025 | 2.2M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 32,168 | 2.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 31,901 | 2.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 31,500 | 2.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 25,871 | 2.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| BlackRock High Equity Income Fund BlackRock Funds | 31,654 | 2.1M $ | 0.10 % | as of Feb 27, 2026 · Original filing |
| Pzena Mid Cap Value Fund Advisors Series Trust | 31,420 | 2.1M $ | 2.13 % | as of Feb 28, 2026 · Original filing |
| Eaton Vance Global Equity Income Fund Eaton Vance Mutual Funds Trust | 25,231 | 2.1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Mid-Cap Value Portfolio PACIFIC SELECT FUND | 27,431 | 1.9M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 27,416 | 1.9M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 22,118 | 1.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| The U.S. Equity Portfolio HC Capital Trust | 26,487 | 1.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 26,337 | 1.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 21,215 | 1.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 21,124 | 1.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 21,000 | 1.7M $ | 2.12 % | as of Apr 30, 2026 · Original filing |
| SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 24,909 | 1.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 20,497 | 1.7M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 23,960 | 1.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 19,096 | 1.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Balanced K6 Fund Fidelity Puritan Trust | 23,371 | 1.6M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 22,852 | 1.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Keeley Gabelli Mid Cap Dividend Fund Keeley Funds, Inc. | 22,180 | 1.5M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| SmallCap Value Fund II Principal Funds, Inc | 18,400 | 1.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 18,155 | 1.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 22,234 | 1.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 21,251 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 21,179 | 1.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust | 20,464 | 1.4M $ | 0.88 % | as of Mar 31, 2026 · Original filing |