Funds holding Welltower Inc
892 funds declare a position · 257 ETFs and 635 other funds · 61.2B $ · US95040Q1040
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 25,218,808 | 5.5B $ | 7.84 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 22,158,660 | 4.4B $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 16,900,404 | 3.7B $ | 1.71 % | as of Apr 30, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 17,734,686 | 3.5B $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 8,734,380 | 1.8B $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 8,974,116 | 1.8B $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | 7,597,877 | 1.5B $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 6,612,573 | 1.3B $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 5,921,166 | 1.2B $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 6,147,730 | 1.2B $ | 14.08 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 6,095,605 | 1.2B $ | 14.69 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC | 5,411,881 | 1.1B $ | 14.66 % | as of Mar 31, 2026 · Original filing |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 4,517,212 | 981.8M $ | 9.27 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 4,460,311 | 923.8M $ | 9.49 % | as of Feb 28, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 4,646,283 | 918.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND | 4,416,839 | 914.8M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,934,211 | 777.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 3,763,184 | 744M $ | 10.18 % | as of Mar 31, 2026 · Original filing |
| Capital Income Builder Capital Income Builder | 3,397,421 | 738.4M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| American Mutual Fund American Mutual Fund | 3,385,988 | 735.9M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| New Perspective Fund New Perspective Fund | 3,574,795 | 706.8M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Real Estate Securities Fund Principal Funds, Inc | 2,963,581 | 644.1M $ | 9.56 % | as of Apr 30, 2026 · Original filing |
| DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,541,865 | 552.4M $ | 7.24 % | as of Apr 30, 2026 · Original filing |
| DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,396,074 | 520.8M $ | 7.49 % | as of Apr 30, 2026 · Original filing |
| Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 2,284,865 | 496.6M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| Fidelity Magellan Fund Fidelity Magellan Fund | 2,264,800 | 447.8M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| iShares Global REIT ETF iShares Trust | 1,833,218 | 398.4M $ | 8.32 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Real Estate ETF iShares Trust | 2,000,885 | 395.6M $ | 9.96 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 1,783,224 | 369.3M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | 1,854,937 | 366.7M $ | 3.48 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 1,680,897 | 365.3M $ | 2.00 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,548,148 | 336.5M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 1,700,713 | 336.2M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| iShares Core U.S. REIT ETF iShares Trust | 1,442,256 | 313.5M $ | 8.31 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 1,579,105 | 312.2M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 1,552,412 | 306.9M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Nuveen Real Estate Securities Select Fund TIAA-CREF Funds | 1,490,930 | 294.8M $ | 11.42 % | as of Mar 31, 2026 · Original filing |
| Investment Co of America Investment Co of America | 1,470,668 | 290.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,467,083 | 290.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Growth ETF iShares Trust | 1,466,314 | 289.9M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios | 1,265,655 | 275.1M $ | 8.40 % | as of Apr 30, 2026 · Original filing |
| Dimensional Global Real Estate ETF Dimensional ETF Trust | 1,260,273 | 273.9M $ | 7.80 % | as of Apr 30, 2026 · Original filing |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 1,247,880 | 271.2M $ | 8.55 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 1,283,753 | 265.9M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 1,156,937 | 251.4M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 1,230,970 | 243.4M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. | 1,166,586 | 230.6M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Real Estate Fund Fidelity Summer Street Trust | 1,048,018 | 227.8M $ | 8.38 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 999,750 | 217.3M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC | 1,089,713 | 215.4M $ | 10.51 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,016,412 | 210.5M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MEGA CAP GROWTH INDEX FUND VANGUARD WORLD FUND | 1,040,923 | 205.8M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| American Funds Global Insight Fund American Funds Global Insight Fund | 917,051 | 199.3M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 1,002,198 | 198.1M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 890,326 | 193.5M $ | 9.88 % | as of Apr 30, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 964,448 | 190.7M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| Fidelity Contrafund Fidelity Contrafund | 955,977 | 189M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 938,126 | 185.5M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| iShares Residential and Multisector Real Estate ETF iShares Trust | 920,968 | 182.1M $ | 23.17 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 834,205 | 181.3M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 822,225 | 178.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| iShares Select U.S. REIT ETF iShares Trust | 797,116 | 173.2M $ | 8.19 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 875,428 | 173.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 852,727 | 168.6M $ | 9.91 % | as of Mar 31, 2026 · Original filing |
| Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 812,514 | 168.3M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 819,089 | 161.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 772,306 | 160M $ | 1.19 % | as of Feb 28, 2026 · Original filing |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 797,771 | 157.7M $ | 12.34 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. | 789,752 | 156.1M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| Baron Real Estate Fund BARON SELECT FUNDS | 768,013 | 151.8M $ | 7.04 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 707,568 | 146.6M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 704,600 | 139.3M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC | 621,278 | 135M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| Global Real Estate Securities Fund Principal Funds, Inc | 606,695 | 131.9M $ | 7.68 % | as of Apr 30, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 639,978 | 126.5M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Real Estate ETF Dimensional ETF Trust | 581,201 | 126.3M $ | 7.50 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 579,891 | 126M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 635,890 | 125.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 571,110 | 124.1M $ | 8.60 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 551,940 | 120M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 591,539 | 117M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 563,871 | 116.8M $ | 10.32 % | as of Feb 28, 2026 · Original filing |
| Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund | 537,256 | 116.8M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 551,288 | 114.2M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Capital Group Growth ETF Capital Group Growth ETF | 541,688 | 112.2M $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 534,400 | 105.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 494,297 | 102.4M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 509,977 | 100.8M $ | 8.89 % | as of Mar 31, 2026 · Original filing |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 506,036 | 100M $ | 9.14 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 502,405 | 99.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 491,156 | 97.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | 489,581 | 96.8M $ | 10.28 % | as of Mar 31, 2026 · Original filing |
| Capital Group Dividend Growers ETF Capital Group Dividend Growers ETF | 458,853 | 95M $ | 2.00 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 455,658 | 90.1M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 412,176 | 89.6M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 401,684 | 87.3M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 435,988 | 86.2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| PGIM Global Real Estate Fund Prudential Investment Portfolios 12 | 388,868 | 84.5M $ | 8.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 400,014 | 82.9M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 399,113 | 82.7M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 410,675 | 81.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust | 370,694 | 80.6M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| Fidelity Real Estate Equity Central Fund Fidelity Central Investment Portfolios LLC | 403,666 | 79.8M $ | 8.46 % | as of Mar 31, 2026 · Original filing |
| Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. | 401,414 | 79.4M $ | 10.61 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Fund American Century Capital Portfolios, Inc. | 364,204 | 79.2M $ | 9.72 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 362,063 | 78.7M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) | 361,483 | 78.6M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 375,203 | 77.7M $ | 0.94 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 392,923 | 77.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Columbia Select Mid Cap Value Fund COLUMBIA FUNDS SERIES TRUST | 372,913 | 77.2M $ | 2.66 % | as of Feb 28, 2026 · Original filing |
| CBRE Global Real Estate Portfolio Brighthouse Funds Trust I | 389,887 | 77.1M $ | 9.51 % | as of Mar 31, 2026 · Original filing |
| DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST | 381,064 | 75.3M $ | 1.58 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS | 380,764 | 75.3M $ | 7.73 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 361,772 | 74.9M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 359,690 | 74.5M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| PIMCO All Asset: Multi-Real Fund PIMCO Funds | 371,312 | 73.4M $ | 3.32 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 368,384 | 72.8M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 355,755 | 70.3M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Income Fund Fidelity Securities Fund | 311,754 | 67.8M $ | 1.65 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. | 337,288 | 66.7M $ | 10.72 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 335,921 | 66.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 301,596 | 65.5M $ | 4.47 % | as of Apr 30, 2026 · Original filing |
| JNL/WMC Balanced Fund JNL Series Trust | 329,697 | 65.2M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 308,270 | 63.8M $ | 9.15 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 305,739 | 63.3M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| Neuberger Real Estate Fund NEUBERGER BERMAN EQUITY FUNDS | 305,138 | 63.2M $ | 9.40 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 318,101 | 62.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC | 315,965 | 62.5M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| Real Estate Fund American Century Capital Portfolios, Inc. | 282,511 | 61.4M $ | 11.53 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 308,100 | 60.9M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 279,681 | 60.8M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Capital Group Core Equity ETF Capital Group Core Equity ETF | 286,116 | 59.3M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 283,148 | 58.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II | 268,578 | 58.4M $ | 4.02 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 265,385 | 57.7M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 289,481 | 57.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Realty Income ETF J.P. Morgan Exchange-Traded Fund Trust | 275,832 | 57.1M $ | 11.33 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 261,485 | 56.8M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| BlackRock Event Driven Equity Fund BlackRock Large Cap Series Funds, Inc. | 269,640 | 55.8M $ | 1.13 % | as of Feb 27, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 245,836 | 53.4M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| JNL/Goldman Sachs 4 Fund JNL Series Trust | 267,296 | 52.8M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| Avantis Real Estate ETF American Century ETF Trust | 254,589 | 52.7M $ | 6.79 % | as of Feb 28, 2026 · Original filing |
| New Economy Fund New Economy Fund | 251,013 | 52M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 239,130 | 52M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 260,119 | 51.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Columbia Intrinsic Value Fund Columbia Funds Series Trust II | 235,200 | 48.7M $ | 1.69 % | as of Feb 28, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 222,875 | 48.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| JNL/WMC Global Real Estate Fund JNL Series Trust | 242,983 | 48M $ | 9.38 % | as of Mar 31, 2026 · Original filing |
| Diversified Real Asset Fund Principal Funds, Inc | 231,580 | 48M $ | 1.80 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 217,140 | 47.2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. | 235,074 | 46.5M $ | 2.59 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Index Fund Northern Funds | 230,013 | 45.5M $ | 6.63 % | as of Mar 31, 2026 · Original filing |
| U.S. Growth Fund John Hancock Funds III | 227,158 | 44.9M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Value Fund JNL Series Trust | 220,797 | 43.7M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 220,217 | 43.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 220,000 | 43.5M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Growth Stock Fund JNL Series Trust | 220,000 | 43.5M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust | 219,739 | 43.4M $ | 14.99 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GLOBAL EQUITY FUND VANGUARD HORIZON FUNDS | 214,682 | 42.4M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 193,690 | 42.1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Real Estate Securities Trust John Hancock Variable Insurance Trust | 212,755 | 42.1M $ | 13.69 % | as of Mar 31, 2026 · Original filing |
| Fidelity Trend Fund Fidelity Trend Fund | 210,600 | 41.6M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Invesco Discovery Large Cap Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 197,455 | 40.9M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 206,452 | 40.8M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Fidelity Contrafund K6 Fidelity Contrafund | 205,461 | 40.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| BlackRock Real Estate Securities Fund BlackRock Funds | 183,976 | 40M $ | 9.16 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 201,548 | 39.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 198,547 | 39.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Premium Income Fund JPMorgan Trust IV | 197,575 | 39.1M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 176,681 | 38.4M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| VOYA LARGE CAP VALUE FUND Voya Equity Trust | 183,784 | 38.1M $ | 2.35 % | as of Feb 28, 2026 · Original filing |
| Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust | 191,180 | 37.8M $ | 11.07 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 189,977 | 37.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust | 189,450 | 37.5M $ | 9.33 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 178,613 | 37M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 186,297 | 36.8M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 183,055 | 36.2M $ | 10.23 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 166,376 | 36.2M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Fidelity Blue Chip Growth ETF Fidelity Covington Trust | 165,293 | 35.9M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| Large Cap Equity Fund American Century Mutual Funds, Inc. | 165,215 | 35.9M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 181,255 | 35.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| PGIM US Real Estate Fund Prudential Investment Portfolios 12 | 178,294 | 35.3M $ | 12.58 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 158,528 | 34.5M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 173,865 | 34.4M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Real Estate Portfolio PACIFIC SELECT FUND | 173,774 | 34.4M $ | 10.74 % | as of Mar 31, 2026 · Original filing |
| Diversified Real Assets Fund John Hancock Investment Trust | 169,660 | 33.5M $ | 3.96 % | as of Mar 31, 2026 · Original filing |
| VOYA GROWTH AND INCOME PORTFOLIO Voya Variable Funds | 168,741 | 33.4M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 168,512 | 33.3M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Securities Fund RUSSELL INVESTMENT CO | 153,222 | 33.3M $ | 8.05 % | as of Apr 30, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 152,615 | 33.2M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI Real Estate Income Fund Fidelity Securities Fund | 148,506 | 32.3M $ | 1.65 % | as of Apr 30, 2026 · Original filing |
| HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC | 163,018 | 32.2M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 146,921 | 31.9M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 152,294 | 31.5M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Real Estate Securities Fund John Hancock Funds II | 150,310 | 31.1M $ | 13.45 % | as of Feb 28, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 156,272 | 30.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 148,436 | 30.7M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | 154,746 | 30.6M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 154,174 | 30.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Large-Cap Growth ETF NuShares ETF Trust | 138,706 | 30.1M $ | 1.16 % | as of Apr 30, 2026 · Original filing |