Titelia

Funds holding Walmart Inc

1276 funds declare a position · 389 ETFs and 887 other funds · 137.3B $ · US9311421039

Each line carries its report date. The 200 largest lines are shown.

FundSharesValueWeight
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 139,201,61417.3B $0.87 %as of Mar 31, 2026 · Original filing
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 111,395,08713.8B $0.97 %as of Mar 31, 2026 · Original filing
Invesco QQQ Trust, Series 1 Invesco QQQ Trust, Series 1 102,954,59112.8B $3.43 %as of Mar 31, 2026 · Original filing
Fidelity 500 Index Fund Fidelity Concord Street Trust 55,805,4947.1B $0.95 %as of Feb 28, 2026 · Original filing
iShares Core S&P 500 ETF iShares Trust 56,378,1507B $0.97 %as of Mar 31, 2026 · Original filing
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 40,546,5325B $2.23 %as of Mar 31, 2026 · Original filing
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 24,610,0573.2B $2.60 %as of Apr 30, 2026 · Original filing
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 24,716,3893.1B $0.97 %as of Mar 31, 2026 · Original filing
Invesco NASDAQ 100 ETF Invesco Exchange-Traded Fund Trust II 18,592,6282.4B $3.36 %as of Feb 28, 2026 · Original filing
JPMorgan Large Cap Growth Fund JPMorgan Trust II 16,910,1352.1B $1.96 %as of Mar 31, 2026 · Original filing
State Street(R) Consumer Staples Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 14,774,2801.8B $11.86 %as of Mar 31, 2026 · Original filing
VANGUARD CONSUMER STAPLES INDEX FUND VANGUARD WORLD FUND 11,623,6731.5B $15.03 %as of Feb 28, 2026 · Original filing
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 9,726,6041.3B $0.93 %as of Apr 30, 2026 · Original filing
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 9,491,8381.2B $3.82 %as of Mar 31, 2026 · Original filing
Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I 9,194,9071.2B $2.46 %as of Feb 28, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 9,215,0291.1B $0.97 %as of Mar 31, 2026 · Original filing
iShares Russell 1000 Value ETF iShares Trust 8,993,0501.1B $1.60 %as of Mar 31, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 8,198,9971B $0.84 %as of Feb 28, 2026 · Original filing
iShares S&P 500 Value ETF iShares Trust 7,563,620940M $2.02 %as of Mar 31, 2026 · Original filing
Franklin Rising Dividends Fund Franklin Managed Trust 7,355,000914.1M $3.55 %as of Mar 31, 2026 · Original filing
JPMorgan Nasdaq Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 6,810,639846.4M $2.47 %as of Mar 31, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 6,493,064830.8M $0.84 %as of Feb 28, 2026 · Original filing
Putnam Large Cap Value Fund Putnam Large Cap Value Fund 6,260,024825.9M $1.64 %as of Apr 30, 2026 · Original filing
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 6,139,312763M $0.59 %as of Mar 31, 2026 · Original filing
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 5,735,593712.8M $2.57 %as of Mar 31, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 5,505,748684.3M $0.86 %as of Mar 31, 2026 · Original filing
iShares MSCI USA Momentum Factor ETF iShares Trust 5,045,383665.6M $2.75 %as of Apr 30, 2026 · Original filing
JPMorgan U.S. Equity Fund JPMorgan Trust I 5,201,327646.4M $2.05 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 5,161,335641.5M $2.02 %as of Mar 31, 2026 · Original filing
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 5,146,047639.6M $1.00 %as of Mar 31, 2026 · Original filing
JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 5,073,901630.6M $1.43 %as of Mar 31, 2026 · Original filing
Growth Fund of America Growth Fund of America 4,858,751621.7M $0.19 %as of Feb 28, 2026 · Original filing
iShares MSCI USA Quality Factor ETF iShares Trust 4,675,550616.8M $1.23 %as of Apr 30, 2026 · Original filing
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 4,680,814598.9M $2.65 %as of Feb 28, 2026 · Original filing
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 4,517,277578M $0.90 %as of Feb 28, 2026 · Original filing
JPMorgan Equity Income Fund JPMorgan Trust II 4,387,974545.3M $1.32 %as of Mar 31, 2026 · Original filing
Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II 4,239,899542.5M $4.04 %as of Feb 28, 2026 · Original filing
ProShares UltraPro QQQ ProShares Trust 4,203,731537.9M $1.97 %as of Feb 28, 2026 · Original filing
Harbor Capital Appreciation Fund HARBOR FUNDS 3,988,046526.1M $2.07 %as of Apr 30, 2026 · Original filing
S&P 500 Index Master Portfolio Master Investment Portfolio 3,994,944496.5M $0.96 %as of Mar 31, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 3,649,484481.5M $0.82 %as of Apr 30, 2026 · Original filing
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 3,647,457481.2M $1.42 %as of Apr 30, 2026 · Original filing
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 3,623,640463.6M $0.21 %as of Feb 28, 2026 · Original filing
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 3,501,100461.9M $0.51 %as of Apr 30, 2026 · Original filing
iShares Core S&P U.S. Value ETF iShares Trust 3,692,081458.9M $1.91 %as of Mar 31, 2026 · Original filing
T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. 3,430,210426.3M $1.88 %as of Mar 31, 2026 · Original filing
iShares Russell 1000 ETF iShares Trust 3,105,737386M $0.90 %as of Mar 31, 2026 · Original filing
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 3,013,398385.6M $0.42 %as of Feb 28, 2026 · Original filing
iShares Core Dividend Growth ETF iShares Trust 2,862,955377.7M $0.95 %as of Apr 30, 2026 · Original filing
Washington Mutual Investors Fund Washington Mutual Investors Fund 2,593,505342.2M $0.16 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,591,562341.9M $0.85 %as of Apr 30, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 2,587,346341.3M $0.83 %as of Apr 30, 2026 · Original filing
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 2,737,961340.3M $0.97 %as of Mar 31, 2026 · Original filing
Fidelity Balanced Fund Fidelity Puritan Trust 2,653,238339.5M $0.55 %as of Feb 28, 2026 · Original filing
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 2,643,180338.2M $4.10 %as of Feb 28, 2026 · Original filing
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 2,622,323335.5M $2.80 %as of Feb 28, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 2,549,166326.2M $0.84 %as of Feb 28, 2026 · Original filing
Large Cap Index Master Portfolio Master Investment Portfolio 2,599,850323.1M $0.89 %as of Mar 31, 2026 · Original filing
NEOS Nasdaq-100(R) High Income ETF NEOS ETF Trust 2,565,924318.9M $3.42 %as of Mar 31, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 2,467,965306.7M $0.52 %as of Mar 31, 2026 · Original filing
State Farm Growth Fund Advisers Investment Trust 2,443,000303.6M $3.40 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 2,286,919301.7M $0.80 %as of Apr 30, 2026 · Original filing
JNL/Mellon Nasdaq 100 Index Fund JNL Series Trust 2,419,798300.7M $3.42 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 2,274,491300.1M $0.83 %as of Apr 30, 2026 · Original filing
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 2,328,079297.9M $1.22 %as of Feb 28, 2026 · Original filing
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 2,311,887295.8M $1.89 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,278,706291.6M $1.57 %as of Feb 28, 2026 · Original filing
Victory Nasdaq-100 Index Fund Victory Portfolios III 2,098,316276.8M $3.13 %as of Apr 30, 2026 · Original filing
VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND 2,136,696273.4M $0.63 %as of Feb 28, 2026 · Original filing
Global X NASDAQ 100 Covered Call ETF GLOBAL X FUNDS 2,050,707270.5M $3.25 %as of Apr 30, 2026 · Original filing
Select Retailing Portfolio Fidelity Select Portfolios 2,052,279262.6M $10.74 %as of Feb 28, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 2,111,623262.4M $0.87 %as of Mar 31, 2026 · Original filing
ProShares Ultra QQQ ProShares Trust 2,011,685257.4M $2.61 %as of Feb 28, 2026 · Original filing
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 1,998,431248.4M $0.97 %as of Mar 31, 2026 · Original filing
Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust 1,983,643246.5M $3.73 %as of Mar 31, 2026 · Original filing
iShares S&P 100 ETF iShares Trust 1,937,278240.8M $1.35 %as of Mar 31, 2026 · Original filing
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 1,925,328239.3M $0.92 %as of Mar 31, 2026 · Original filing
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 1,862,381238.3M $2.64 %as of Feb 28, 2026 · Original filing
Fidelity MSCI Consumer Staples Index ETF FIDELITY COVINGTON TRUST 1,757,147231.8M $16.12 %as of Apr 30, 2026 · Original filing
VANGUARD DIVIDEND GROWTH FUND VANGUARD SPECIALIZED FUNDS 1,703,822224.8M $0.61 %as of Apr 30, 2026 · Original filing
Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 1,688,608222.8M $1.42 %as of Apr 30, 2026 · Original filing
College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund 1,788,031222.2M $0.67 %as of Mar 31, 2026 · Original filing
iShares Russell 1000 Growth ETF iShares Trust 1,752,901217.9M $0.19 %as of Mar 31, 2026 · Original filing
Fidelity Equity-Income Fund Fidelity Devonshire Trust 1,631,283215.2M $1.87 %as of Apr 30, 2026 · Original filing
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 1,592,800210.1M $1.57 %as of Apr 30, 2026 · Original filing
Columbia Contrarian Core Fund COLUMBIA FUNDS SERIES TRUST I 1,631,117208.7M $1.29 %as of Feb 28, 2026 · Original filing
iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust 1,524,804201.2M $2.43 %as of Apr 30, 2026 · Original filing
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,614,109200.6M $0.95 %as of Mar 31, 2026 · Original filing
iShares MSCI USA Min Vol Factor ETF iShares Trust 1,513,248199.6M $0.87 %as of Apr 30, 2026 · Original filing
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 1,510,508199.3M $1.57 %as of Apr 30, 2026 · Original filing
ClearBridge Appreciation Fund Legg Mason Partners Investment Trust 1,507,469198.9M $2.05 %as of Apr 30, 2026 · Original filing
New Perspective Fund New Perspective Fund 1,565,319194.5M $0.13 %as of Mar 31, 2026 · Original filing
HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC 1,464,798193.3M $1.68 %as of Apr 30, 2026 · Original filing
College Retirement Equities Fund - Growth Account College Retirement Equities Fund 1,502,072186.7M $0.50 %as of Mar 31, 2026 · Original filing
Schwab 1000 Index Fund SCHWAB INVESTMENTS 1,399,256184.6M $0.86 %as of Apr 30, 2026 · Original filing
Nuveen Dividend Growth Fund Nuveen Investment Trust II 1,399,144184.6M $2.84 %as of Apr 30, 2026 · Original filing
iShares MSCI ACWI ETF iShares Trust 1,377,107181.7M $0.58 %as of Apr 30, 2026 · Original filing
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 1,365,924180.2M $0.21 %as of Apr 30, 2026 · Original filing
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 1,360,767179.5M $1.58 %as of Apr 30, 2026 · Original filing
JPMorgan Growth Advantage Fund J.P. Morgan Mutual Fund Investment Trust 1,440,348179M $0.89 %as of Mar 31, 2026 · Original filing
ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust 1,394,890178.5M $1.49 %as of Feb 28, 2026 · Original filing
Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) 1,348,796177.9M $1.68 %as of Apr 30, 2026 · Original filing
PGIM Jennison Growth Fund Prudential Investment Portfolios, Inc. 1,398,470173.8M $2.30 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 1,307,675172.5M $0.87 %as of Apr 30, 2026 · Original filing
VIP Index 500 Portfolio Variable Insurance Products Fund II 1,383,488171.9M $0.97 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust 1,367,016169.9M $1.11 %as of Mar 31, 2026 · Original filing
Avantis U.S. Large Cap Value ETF American Century ETF Trust 1,325,230169.6M $1.59 %as of Feb 28, 2026 · Original filing
First Trust Capital Strength ETF First Trust Exchange-Traded Fund 1,357,186168.7M $2.15 %as of Mar 31, 2026 · Original filing
Invesco S&P 500 Top 50 ETF Invesco Exchange-Traded Fund Trust 1,265,893167M $1.56 %as of Apr 30, 2026 · Original filing
Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS 1,261,685161.4M $1.71 %as of Feb 28, 2026 · Original filing
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 1,216,845160.5M $0.92 %as of Apr 30, 2026 · Original filing
Stock Index Fund Northern Funds 1,280,048159.1M $0.96 %as of Mar 31, 2026 · Original filing
JPMorgan Hedged Equity Fund JPMorgan Trust I 1,278,061158.8M $0.79 %as of Mar 31, 2026 · Original filing
JNL/Mellon S&P 500 Index Fund JNL Series Trust 1,246,384154.9M $0.97 %as of Mar 31, 2026 · Original filing
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 1,239,655154.1M $0.99 %as of Mar 31, 2026 · Original filing
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 1,199,988153.5M $1.04 %as of Feb 28, 2026 · Original filing
LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC 1,149,819151.7M $2.26 %as of Apr 30, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 1,180,549146.7M $0.86 %as of Mar 31, 2026 · Original filing
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 1,109,991146.4M $0.93 %as of Apr 30, 2026 · Original filing
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 1,096,572144.7M $1.18 %as of Apr 30, 2026 · Original filing
American Funds Fundamental Investors American Funds Fundamental Investors 1,145,970142.4M $0.09 %as of Mar 31, 2026 · Original filing
Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) 1,067,915140.9M $1.25 %as of Apr 30, 2026 · Original filing
Nuveen Core Equity Fund TIAA-CREF Funds 1,057,014139.5M $1.96 %as of Apr 30, 2026 · Original filing
Victory 500 Index Fund Victory Portfolios III 1,044,634137.8M $0.92 %as of Apr 30, 2026 · Original filing
Putnam Focused Large Cap Value ETF Putnam ETF Trust 1,071,297137.1M $1.57 %as of Feb 27, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 1,018,321134.3M $0.30 %as of Apr 30, 2026 · Original filing
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 997,743131.6M $0.93 %as of Apr 30, 2026 · Original filing
Fidelity Contrafund Fidelity Contrafund 1,058,445131.5M $0.08 %as of Mar 31, 2026 · Original filing
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 1,037,897129M $0.21 %as of Mar 31, 2026 · Original filing
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 1,004,820128.6M $1.97 %as of Feb 28, 2026 · Original filing
VIP Equity-Income Portfolio Variable Insurance Products Fund 1,016,560126.3M $1.85 %as of Mar 31, 2026 · Original filing
Nuveen S&P 500 Index Fund TIAA-CREF Funds 957,029126.3M $0.93 %as of Apr 30, 2026 · Original filing
Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL 948,391125.1M $0.71 %as of Apr 30, 2026 · Original filing
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 981,729122M $0.97 %as of Mar 31, 2026 · Original filing
LargeCap S&P 500 Index Fund Principal Funds, Inc 923,037121.8M $0.93 %as of Apr 30, 2026 · Original filing
VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND 946,649121.1M $1.17 %as of Feb 28, 2026 · Original filing
JPMorgan Equity Index Fund JPMorgan Trust II 968,589120.4M $0.97 %as of Mar 31, 2026 · Original filing
Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC 934,041119.5M $2.46 %as of Feb 28, 2026 · Original filing
BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. 897,668118.4M $0.69 %as of Apr 30, 2026 · Original filing
iShares Global 100 ETF iShares Trust 951,871118.3M $1.56 %as of Mar 31, 2026 · Original filing
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 949,997118.1M $0.45 %as of Mar 31, 2026 · Original filing
JPMorgan Active Growth ETF J.P. Morgan Exchange-Traded Fund Trust 935,543116.3M $1.42 %as of Mar 31, 2026 · Original filing
LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 930,885115.7M $0.97 %as of Mar 31, 2026 · Original filing
Balanced Fund John Hancock Investment Trust 865,278114.2M $1.73 %as of Apr 30, 2026 · Original filing
EQ/Equity 500 Index Portfolio EQ Advisors Trust 909,851113.1M $0.97 %as of Mar 31, 2026 · Original filing
Capital World Growth & Income Fund Capital World Growth & Income Fund 875,997112.1M $0.08 %as of Feb 28, 2026 · Original filing
500 Index Trust John Hancock Variable Insurance Trust 896,599111.4M $0.96 %as of Mar 31, 2026 · Original filing
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 884,600109.9M $0.54 %as of Mar 31, 2026 · Original filing
Goldman Sachs Nasdaq-100 Premium Income ETF Goldman Sachs ETF Trust 877,360109M $3.48 %as of Mar 31, 2026 · Original filing
U.S. Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 806,659106.4M $2.45 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 849,018105.5M $0.90 %as of Mar 31, 2026 · Original filing
PSF PGIM Jennison Blend Portfolio Prudential Series Fund 840,593104.5M $1.41 %as of Mar 31, 2026 · Original filing
JPMorgan Global Select Equity ETF J.P. Morgan Exchange-Traded Fund Trust 768,392101.4M $1.43 %as of Apr 30, 2026 · Original filing
TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio 789,50098.1M $1.58 %as of Mar 31, 2026 · Original filing
T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. 784,00097.4M $0.60 %as of Mar 31, 2026 · Original filing
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 747,13195.6M $0.94 %as of Feb 28, 2026 · Original filing
PSF PGIM Jennison Growth Portfolio Prudential Series Fund 752,60593.5M $2.28 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 727,63893.1M $0.88 %as of Feb 28, 2026 · Original filing
PSF Stock Index Portfolio Prudential Series Fund 742,20092.2M $0.94 %as of Mar 31, 2026 · Original filing
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 715,72591.6M $0.19 %as of Feb 28, 2026 · Original filing
iShares Global Consumer Staples ETF iShares Trust 735,04091.4M $9.35 %as of Mar 31, 2026 · Original filing
Parnassus Value Equity Fund Parnassus Funds 720,41389.5M $1.94 %as of Mar 31, 2026 · Original filing
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 678,31189.5M $0.94 %as of Apr 30, 2026 · Original filing
Select Consumer Staples Portfolio Fidelity Select Portfolios 696,00089.1M $7.50 %as of Feb 28, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 690,72988.4M $0.78 %as of Feb 28, 2026 · Original filing
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 710,67988.3M $0.96 %as of Mar 31, 2026 · Original filing
Invesco Discovery Large Cap Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 671,65085.9M $1.48 %as of Feb 28, 2026 · Original filing
Putnam Sustainable Leaders Fund Putnam Sustainable Leaders Fund 689,80085.7M $1.44 %as of Mar 31, 2026 · Original filing
Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc 648,34885.5M $0.34 %as of Apr 30, 2026 · Original filing
DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 681,55984.7M $1.94 %as of Mar 31, 2026 · Original filing
Bridge Builder Large Cap Value Fund Bridge Builder Trust 674,69983.9M $0.32 %as of Mar 31, 2026 · Original filing
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 649,99883.2M $1.49 %as of Feb 28, 2026 · Original filing
MetLife Stock Index Portfolio Brighthouse Funds Trust II 668,05983M $0.96 %as of Mar 31, 2026 · Original filing
Growth Fund AMERICAN FUNDS INSURANCE SERIES 667,91983M $0.17 %as of Mar 31, 2026 · Original filing
JNL/Mellon Consumer Staples Sector Fund JNL Series Trust 659,92182M $17.58 %as of Mar 31, 2026 · Original filing
JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I 659,10081.9M $0.80 %as of Mar 31, 2026 · Original filing
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 618,22881.6M $0.18 %as of Apr 30, 2026 · Original filing
iShares Russell Top 200 Value ETF iShares Trust 648,42280.6M $2.37 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 610,37980.5M $0.70 %as of Apr 30, 2026 · Original filing
JPMorgan Equity Premium Income Fund JPMorgan Trust IV 645,48880.2M $1.46 %as of Mar 31, 2026 · Original filing
Columbia Balanced Fund COLUMBIA FUNDS SERIES TRUST I 621,06379.5M $0.79 %as of Feb 28, 2026 · Original filing
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 637,69079.3M $0.98 %as of Mar 31, 2026 · Original filing
THRIVENT LARGE CAP GROWTH FUND Thrivent Mutual Funds 599,39479.1M $1.81 %as of Apr 30, 2026 · Original filing
Columbia Intrinsic Value Fund Columbia Funds Series Trust II 612,39278.4M $2.71 %as of Feb 28, 2026 · Original filing
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 621,61577.3M $0.37 %as of Mar 31, 2026 · Original filing
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 600,29176.8M $0.94 %as of Feb 28, 2026 · Original filing
Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust 617,97276.8M $1.01 %as of Mar 31, 2026 · Original filing
Invesco Dividend Income Fund AIM Sector Funds (Invesco Sector Funds) 573,31975.6M $2.00 %as of Apr 30, 2026 · Original filing
Gateway Fund Gateway Trust 601,14974.7M $1.08 %as of Mar 31, 2026 · Original filing
JPMorgan U.S. Value Fund JPMorgan Trust I 585,94572.8M $1.15 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 546,79272.1M $0.87 %as of Apr 30, 2026 · Original filing
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 542,78171.6M $0.91 %as of Apr 30, 2026 · Original filing
Principal U.S. Mega-Cap ETF Principal Exchange-Traded Funds 576,04971.6M $2.48 %as of Mar 31, 2026 · Original filing
Putnam Core Equity Fund Putnam Funds Trust 539,43471.2M $1.16 %as of Apr 30, 2026 · Original filing
Neuberger Long Short Fund NEUBERGER BERMAN ALTERNATIVE FUNDS 537,62970.9M $0.86 %as of Apr 30, 2026 · Original filing
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 526,14369.4M $0.58 %as of Apr 30, 2026 · Original filing
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 555,18569M $0.97 %as of Mar 31, 2026 · Original filing
Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust 535,40068.5M $1.26 %as of Feb 28, 2026 · Original filing
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 546,10067.9M $0.41 %as of Mar 31, 2026 · Original filing
Nasdaq-100 Index Fund SHELTON FUNDS 522,68866.9M $3.34 %as of Feb 28, 2026 · Original filing