Funds holding Webster Financial Corp
370 funds declare a position · 108 ETFs and 262 other funds · 3.6B $ · US9478901096
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 5,338,323 | 370.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 5,113,080 | 355M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,719,015 | 258.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) | 2,463,735 | 178.3M $ | 1.66 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,368,254 | 164.4M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,833,045 | 132.6M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,799,663 | 124.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| The Merger Fund Merger Fund | 1,544,626 | 107.2M $ | 4.35 % | as of Mar 31, 2026 · Original filing |
| Invesco Value Opportunities Fund AIM Sector Funds (Invesco Sector Funds) | 1,160,657 | 84M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| Nomura Small Cap Value Fund Delaware Group Equity Funds V | 932,801 | 67.3M $ | 1.85 % | as of Feb 27, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 847,406 | 61.1M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 820,277 | 56.9M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 787,640 | 54.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 785,156 | 54.5M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 698,863 | 50.6M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 631,800 | 45.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 593,655 | 43M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 611,402 | 42.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 458,348 | 33.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Invesco Main Street Small Cap Fund AIM Growth Series (Invesco Growth Series) | 470,796 | 32.7M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 435,477 | 31.4M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| First Trust Merger Arbitrage Fund INVESTMENT MANAGERS SERIES TRUST II | 426,814 | 29.6M $ | 1.87 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 410,062 | 29.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 408,493 | 29.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Value Fund Legg Mason Global Asset Management Trust | 375,000 | 27.1M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 366,790 | 26.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 375,176 | 26M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 344,586 | 24.9M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 318,457 | 23M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 303,388 | 22M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 303,269 | 21.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 289,654 | 21M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 277,709 | 20M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 245,515 | 17.7M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| Invesco V.I. Main Street Small Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 248,799 | 17.3M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 247,823 | 17.2M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 237,778 | 17.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 246,401 | 17.1M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 227,824 | 16.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| GMO Alternative Allocation Fund GMO TRUST | 227,628 | 16.4M $ | 2.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 230,245 | 16M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| THE ARBITRAGE FUND ARBITRAGE FUNDS | 194,716 | 14M $ | 1.73 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 200,434 | 13.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dunham Monthly Distribution Fund Dunham Funds | 180,878 | 13.1M $ | 4.63 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 185,336 | 12.9M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Nomura VIP Small Cap Value Series Delaware VIP Trust | 183,233 | 12.7M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 169,400 | 12.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Regional Banks ETF iShares Trust | 170,757 | 11.9M $ | 2.09 % | as of Mar 31, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 161,130 | 11.7M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 162,692 | 11.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 146,292 | 10.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust | 150,245 | 10.4M $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 138,973 | 10.1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 138,031 | 10M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 137,742 | 10M $ | 0.93 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 134,156 | 9.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Mid Value Fund John Hancock Funds II | 133,949 | 9.7M $ | 0.73 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 132,871 | 9.6M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 135,611 | 9.4M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 134,411 | 9.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds | 132,249 | 9.2M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 132,162 | 9.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 130,600 | 9.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 123,176 | 8.9M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 126,621 | 8.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 118,934 | 8.6M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 117,877 | 8.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| MassMutual Small Cap Opportunities Fund MASSMUTUAL PREMIER FUNDS | 107,567 | 7.5M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| POLARIS GLOBAL VALUE FUND FORUM FUNDS | 106,738 | 7.4M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust | 101,342 | 7.3M $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 101,300 | 7.3M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 101,233 | 7M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 100,150 | 7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 99,432 | 6.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 95,528 | 6.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 94,600 | 6.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 94,573 | 6.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 93,687 | 6.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 90,616 | 6.6M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 92,860 | 6.4M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 88,306 | 6.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 90,487 | 6.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Alternative Fund JNL Series Trust | 89,754 | 6.2M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Virtus Westchester Event-Driven Fund Virtus Event Opportunities Trust | 88,304 | 6.1M $ | 4.74 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 84,690 | 6.1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 84,636 | 6.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 83,223 | 6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 78,999 | 5.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 76,937 | 5.6M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 76,720 | 5.5M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds | 76,074 | 5.5M $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| Invesco V.I. American Value Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 78,402 | 5.4M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 77,879 | 5.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 76,265 | 5.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 74,991 | 5.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 74,793 | 5.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 71,672 | 5.2M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Nomura Smid Cap Core Fund IVY FUNDS | 73,831 | 5.1M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| NYLI Merger Arbitrage ETF New York Life Investments ETF Trust | 69,992 | 5.1M $ | 2.03 % | as of Apr 30, 2026 · Original filing |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 67,060 | 4.9M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| First Trust Multi-Strategy Fund INVESTMENT MANAGERS SERIES TRUST II | 68,887 | 4.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 65,675 | 4.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 65,219 | 4.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 65,202 | 4.7M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 66,466 | 4.6M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| Sterling Capital Small Cap Value Fund Sterling Capital Funds | 66,298 | 4.6M $ | 2.64 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 62,431 | 4.5M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| LKCM Small Cap Equity Fund LKCM Funds | 64,812 | 4.5M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 61,881 | 4.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 61,682 | 4.5M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 60,782 | 4.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 59,792 | 4.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 56,512 | 4.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 57,272 | 4M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 54,587 | 3.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 56,789 | 3.9M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 56,441 | 3.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 54,719 | 3.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 53,937 | 3.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 51,604 | 3.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| The Gabelli Global Financial Services Fund Gabelli Equity Series Funds Inc | 52,400 | 3.6M $ | 2.96 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 50,085 | 3.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 50,400 | 3.5M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 48,172 | 3.5M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 47,365 | 3.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 45,623 | 3.3M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 47,161 | 3.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 46,578 | 3.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 45,116 | 3.1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 44,384 | 3.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 44,362 | 3.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 42,541 | 3.1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 41,810 | 3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 40,479 | 2.9M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| AltShares Merger Arbitrage ETF AltShares Trust | 39,751 | 2.9M $ | 2.77 % | as of Feb 28, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 39,223 | 2.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 38,068 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Pzena Small Cap Value Fund Advisors Series Trust | 37,797 | 2.7M $ | 2.87 % | as of Feb 28, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 37,100 | 2.7M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 37,019 | 2.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 36,693 | 2.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 37,200 | 2.6M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios | 36,880 | 2.6M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 36,328 | 2.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 35,858 | 2.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 35,849 | 2.5M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 34,055 | 2.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 35,432 | 2.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 34,761 | 2.4M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| JNL/Westchester Capital Event Driven Fund JNL Series Trust | 32,731 | 2.3M $ | 4.72 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 31,108 | 2.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 31,091 | 2.2M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 30,684 | 2.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 28,681 | 2.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 29,703 | 2.1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 28,454 | 2.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Victory Market Neutral Income Fund Victory Portfolios II | 29,402 | 2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 28,867 | 2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 26,929 | 1.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 26,335 | 1.9M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 27,245 | 1.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 25,913 | 1.9M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 26,846 | 1.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| MML VIP Invesco Small Cap Equity Fund MML Series Investment Fund II | 26,716 | 1.9M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| Nomura Opportunity Fund Delaware Group Equity Funds IV | 26,400 | 1.8M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 25,319 | 1.8M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 25,306 | 1.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 26,100 | 1.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 26,033 | 1.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 24,929 | 1.8M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 24,548 | 1.8M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 25,426 | 1.8M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Global Multi-Strategy Fund Principal Funds, Inc | 23,679 | 1.7M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Pzena Mid Cap Value Fund Advisors Series Trust | 23,672 | 1.7M $ | 1.73 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust | 23,480 | 1.7M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 23,398 | 1.7M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 24,164 | 1.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 23,789 | 1.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 22,640 | 1.6M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 22,744 | 1.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 22,688 | 1.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 20,374 | 1.5M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| AB All Market Total Return Portfolio AB PORTFOLIOS | 20,195 | 1.5M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 19,496 | 1.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 19,386 | 1.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 19,343 | 1.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 19,667 | 1.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 18,373 | 1.3M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 18,295 | 1.3M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small Cap Value TRANSAMERICA FUNDS | 18,150 | 1.3M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 17,981 | 1.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 17,567 | 1.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 16,798 | 1.2M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Nomura VIP Opportunity Series Delaware VIP Trust | 15,683 | 1.1M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 15,579 | 1.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| The Merger Fund VL Merger Fund VL | 15,145 | 1.1M $ | 4.38 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust | 15,098 | 1M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| Calvert Small/Mid-Cap Fund Calvert Management Series | 14,785 | 1M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 14,696 | 1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 14,613 | 1M $ | 0.55 % | as of Mar 31, 2026 · Original filing |