Funds holding Western Union Co/The
332 funds declare a position · 108 ETFs and 224 other funds · 1.3B $ · US9598021098
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Capital Income Builder Capital Income Builder | 14,269,948 | 129.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Small-Cap ETF iShares Trust | 11,577,510 | 101.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 9,797,835 | 94.4M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 10,084,135 | 88M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 7,235,276 | 63.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| PIMCO RAE US Small Fund PIMCO Equity Series | 6,391,540 | 55.8M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 4,602,403 | 40.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| SIIT WORLD EQUITY EX-US FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,409,630 | 32.8M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,542,479 | 30.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST | 2,874,944 | 25.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 2,167,843 | 20.9M $ | 2.23 % | as of Feb 28, 2026 · Original filing |
| First Trust Dow Jones Global Select Dividend Index Fund First Trust Exchange-Traded Fund II | 2,334,810 | 20.4M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS | 2,249,433 | 19.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| State Farm Growth Fund Advisers Investment Trust | 2,159,300 | 18.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,687,926 | 16.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Small-Cap 600 Value ETF iShares Trust | 1,825,286 | 15.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Nomura Growth and Income Fund Delaware Group Equity Funds IV | 1,714,554 | 15M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 1,543,647 | 14.9M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST | 1,664,549 | 14.5M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Global X SuperDividend U.S. ETF GLOBAL X FUNDS | 1,585,853 | 14.4M $ | 1.92 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,441,909 | 13.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I | 1,514,990 | 13.8M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,412,803 | 12.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Global X SuperDividend ETF GLOBAL X FUNDS | 1,282,755 | 11.7M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,254,300 | 11.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AVE MARIA BOND FUND Schwartz Investment Trust | 1,300,000 | 11.3M $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,176,052 | 10.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco KBW High Dividend Yield Financial ETF Invesco Exchange-Traded Fund Trust II | 1,098,733 | 10.6M $ | 2.43 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 1,162,464 | 10.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS | 1,091,028 | 10.5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,033,554 | 9.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Nomura VIP Growth and Income Series Delaware VIP Trust | 1,038,393 | 9.1M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 932,096 | 9M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Cambria Shareholder Yield ETF Cambria ETF Trust | 986,358 | 9M $ | 0.93 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 845,500 | 8.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor Large Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 921,129 | 8M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 912,291 | 8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 855,840 | 7.8M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 839,472 | 7.3M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 760,129 | 6.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 699,173 | 6.7M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| AQR Large Cap Multi-Style Fund AQR Funds | 725,419 | 6.3M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Franklin Global Allocation Fund Franklin Fund Allocator Series | 703,157 | 6.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 595,522 | 5.7M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 618,831 | 5.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 577,400 | 5.2M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 539,345 | 5.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 535,000 | 5.2M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II | 582,251 | 5.1M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 505,923 | 4.9M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II | 492,563 | 4.7M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 516,035 | 4.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 466,250 | 4.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| JNL Small Cap Index Fund JNL Series Trust | 494,507 | 4.3M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| State Farm Balanced Fund Advisers Investment Trust | 484,000 | 4.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 480,772 | 4.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 421,419 | 3.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 418,553 | 3.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P SmallCap Quality ETF Invesco Exchange-Traded Fund Trust II | 390,956 | 3.8M $ | 1.53 % | as of Feb 28, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 413,296 | 3.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 428,699 | 3.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 426,993 | 3.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 414,317 | 3.6M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 409,579 | 3.6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 403,681 | 3.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 397,446 | 3.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 327,590 | 3.2M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI | 352,589 | 3.1M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 318,300 | 2.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 318,097 | 2.9M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 312,983 | 2.8M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 287,607 | 2.8M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Columbia Variable Portfolio - Small Cap Value Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 302,060 | 2.6M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 299,136 | 2.6M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| GuideMark Large Cap Core Fund GPS Funds I | 295,015 | 2.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 281,587 | 2.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 292,280 | 2.6M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS | 291,349 | 2.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 276,176 | 2.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 267,771 | 2.4M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 278,126 | 2.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| PSF Small-Cap Stock Index Portfolio Prudential Series Fund | 274,550 | 2.4M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Amplify Digital Payments ETF Amplify ETF Trust | 263,554 | 2.3M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Large Cap Equity Fund Legg Mason Partners Investment Trust | 237,482 | 2.3M $ | 0.49 % | as of Feb 27, 2026 · Original filing |
| SIMT Tax-Managed Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 261,000 | 2.3M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| SmallCap S&P 600 Index Fund Principal Funds, Inc | 249,837 | 2.3M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Systematic Core Fund VALIC Co I | 233,708 | 2.3M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 246,422 | 2.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US Small Cap High Div Volatility Wtd ETF Victory Portfolios II | 249,785 | 2.2M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| Systematic Value Fund VALIC Co I | 212,099 | 2M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. | 232,253 | 2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 217,868 | 2M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ICON EQUITY INCOME FUND SCM Trust | 220,500 | 1.9M $ | 4.44 % | as of Mar 31, 2026 · Original filing |
| Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 210,070 | 1.9M $ | 3.16 % | as of Apr 30, 2026 · Original filing |
| Clearwater Core Equity Fund Clearwater Investment Trust | 214,954 | 1.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 194,500 | 1.9M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 212,146 | 1.9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 211,301 | 1.8M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Putnam Multi-Asset Income Fund Putnam Asset Allocation Funds | 187,779 | 1.8M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 207,122 | 1.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 197,529 | 1.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 184,511 | 1.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 183,478 | 1.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 200,071 | 1.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 198,474 | 1.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 189,039 | 1.7M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 194,133 | 1.7M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 186,295 | 1.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 192,512 | 1.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Tweedy, Browne Insider + Value ETF RBB Fund Trust | 173,459 | 1.7M $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 181,419 | 1.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 169,700 | 1.5M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 175,456 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 175,373 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 167,213 | 1.5M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Parametric Equity Premium Income ETF Morgan Stanley ETF Trust | 171,927 | 1.5M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| WBI Power Factor High Dividend ETF Absolute Shares Trust | 167,676 | 1.5M $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 166,789 | 1.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. | 159,479 | 1.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 150,410 | 1.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Steward Large Cap Value Fund Steward Funds Inc | 147,000 | 1.3M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 152,964 | 1.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Mid-Cap Growth Portfolio PACIFIC SELECT FUND | 152,476 | 1.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 145,111 | 1.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 150,699 | 1.3M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Equity Income Fund BNY Mellon Investment Funds III | 124,098 | 1.2M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| AQR Managed Futures Strategy HV Fund AQR Funds | 136,658 | 1.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 136,107 | 1.2M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 129,030 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 133,090 | 1.2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 127,605 | 1.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 125,190 | 1.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 129,900 | 1.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Catholic Responsible Investments Small-Cap Fund Catholic Responsible Investments Funds | 119,334 | 1.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 111,129 | 1.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 115,414 | 1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| GMO U.S. Opportunistic Value Fund GMO TRUST | 108,079 | 1M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 112,750 | 1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 105,487 | 1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 111,707 | 1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 111,133 | 1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AB US High Dividend ETF AB Active ETFs, Inc. | 104,779 | 1M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 112,000 | 977.8K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 111,800 | 976K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS | 111,009 | 969.1K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 108,751 | 949.4K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| LVIP ClearBridge Franklin Select Large Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 108,619 | 948.2K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 100,135 | 910.2K $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 101,328 | 884.6K $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust | 100,000 | 873K $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 87,100 | 838.8K $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Timothy Plan US Small Cap Core ETF Timothy Plan | 94,568 | 825.6K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 88,970 | 808.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 90,400 | 789.2K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 81,947 | 789.1K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Income Equity Fund Northern Funds | 89,151 | 778.3K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 84,431 | 767.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 82,286 | 718.4K $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 82,187 | 717.5K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 76,039 | 691.2K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 78,808 | 688K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 69,996 | 611.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 62,341 | 600.3K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Industrials ETF iShares Trust | 65,068 | 591.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 67,153 | 586.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 60,500 | 582.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 61,251 | 556.8K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 63,428 | 553.7K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 58,665 | 533.3K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust | 61,049 | 533K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 57,288 | 520.7K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 58,673 | 512.2K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 57,967 | 506.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| KraneShares Value Line Dynamic Dividend Equity Index ETF Krane Shares Trust | 57,413 | 501.2K $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 51,227 | 493.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| GMO Implementation Fund GMO TRUST | 50,697 | 488.2K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 55,176 | 481.7K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 49,700 | 478.6K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 49,503 | 476.7K $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| SIIT LARGE CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 49,400 | 475.7K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Large Cap Growth ETF Federated Hermes ETF Trust | 49,259 | 474.4K $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 53,968 | 471.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 49,747 | 452.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Infrastructure Capital Small Cap Income ETF Series Portfolios Trust | 46,387 | 446.7K $ | 2.31 % | as of Feb 28, 2026 · Original filing |
| SIIT SCREENED WORLD EQUITY EX-US FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 45,838 | 441.4K $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 50,039 | 436.8K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| M Large Cap Growth Fund M FUND INC | 49,606 | 433.1K $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 46,124 | 419.3K $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 45,987 | 418K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 44,994 | 409K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SIIT SMALL CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 41,900 | 403.5K $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 41,585 | 378K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| RiverFront Dynamic US Dividend Advantage ETF ALPS ETF TRUST | 38,974 | 375.3K $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 37,280 | 359K $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 40,957 | 357.6K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 39,409 | 344K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 35,653 | 343.3K $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 37,664 | 342.4K $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 37,208 | 338.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Hartford Multifactor Small Cap ETF Lattice Strategies Trust | 36,534 | 332.1K $ | 0.61 % | as of Apr 30, 2026 · Original filing |