Funds holding Affirm Holdings Inc
407 funds declare a position · 119 ETFs and 288 other funds · 5.9B $ · US00827B1061
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| Growth Fund of America Growth Fund of America | 23,869,519 | 1.1B $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| AMCAP Fund AMCAP Fund | 9,814,130 | 461.1M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 8,363,936 | 383.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,067,957 | 278M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 6,002,479 | 275M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Growth Opportunities Fund Fidelity Advisor Series I | 4,414,700 | 207.4M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 2,735,123 | 175.8M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 3,595,701 | 164.8M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 3,393,667 | 155.5M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| GROWTH PORTFOLIO MORGAN STANLEY INSTITUTIONAL FUND INC | 3,269,461 | 149.8M $ | 4.55 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,264,465 | 149.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| BlackRock Mid-Cap Growth Equity Portfolio BlackRock Funds | 2,549,993 | 119.8M $ | 2.03 % | as of Feb 27, 2026 · Original filing |
| VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 2,358,012 | 110.8M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,924,845 | 90.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Capital Group Growth ETF Capital Group Growth ETF | 1,630,298 | 76.6M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Transamerica Capital Growth TRANSAMERICA FUNDS | 1,190,053 | 76.5M $ | 6.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MID-CAP GROWTH FUND VANGUARD WHITEHALL FUNDS | 1,177,702 | 75.7M $ | 2.68 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,515,818 | 71.2M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,018,110 | 65.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Morgan Stanley Insight Fund Morgan Stanley Insight Fund | 1,106,115 | 50.7M $ | 4.53 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Discovery Portfolio Brighthouse Funds Trust I | 1,102,909 | 50.5M $ | 4.51 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 1,099,897 | 50.4M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,052,654 | 48.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Heritage Fund American Century Mutual Funds, Inc. | 726,876 | 46.7M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| Spyglass Growth Fund Manager Directed Portfolios | 976,643 | 44.7M $ | 5.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund | 639,190 | 41.1M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| New Economy Fund New Economy Fund | 841,831 | 39.5M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 805,091 | 37.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VIP Growth Opportunities Portfolio Variable Insurance Products Fund III | 750,900 | 34.4M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| Discovery Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 741,133 | 34M $ | 4.57 % | as of Mar 31, 2026 · Original filing |
| Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 500,000 | 32.1M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 659,089 | 30.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund | 468,000 | 30.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 645,922 | 29.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 640,147 | 29.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 405,871 | 26.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 554,883 | 26.1M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 542,161 | 25.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Neuberger Mid Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 523,441 | 24.6M $ | 1.24 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 371,855 | 23.9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Growth Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 512,643 | 23.5M $ | 4.56 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 452,173 | 21.2M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Allspring Growth Fund ALLSPRING FUNDS TRUST | 327,144 | 21M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 428,298 | 20.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Select Enterprise Technology Services Portfolio Fidelity Select Portfolios | 425,200 | 20M $ | 2.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 412,929 | 19.4M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Mid Cap Growth Fund JPMorgan Trust II | 378,669 | 17.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 371,695 | 17M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 240,554 | 15.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 330,700 | 15.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 232,447 | 14.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 231,384 | 14.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Blue Chip Growth ETF Fidelity Covington Trust | 226,977 | 14.6M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 226,612 | 14.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 297,512 | 14M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Allspring SMID Cap Growth Fund ALLSPRING FUNDS TRUST | 277,478 | 12.7M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 269,782 | 12.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 258,069 | 11.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Puritan Fund Fidelity Puritan Trust | 251,000 | 11.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Aggressive Growth Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 175,000 | 11.2M $ | 1.94 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 171,797 | 11M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 239,475 | 11M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust | 231,800 | 10.9M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 232,480 | 10.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Transamerica Large Growth TRANSAMERICA FUNDS | 156,800 | 10.1M $ | 2.93 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 151,822 | 9.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Allspring Premier Large Company Growth Fund ALLSPRING FUNDS TRUST | 150,674 | 9.7M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 202,931 | 9.5M $ | 0.78 % | as of Feb 28, 2026 · Original filing |
| Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 195,020 | 9.2M $ | 0.55 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 199,699 | 9.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 194,190 | 8.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 133,407 | 8.6M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 128,426 | 8.3M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Large Cap Core Plus Fund JPMorgan Trust I | 177,589 | 8.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 170,232 | 8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 167,652 | 7.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Discovery Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 171,522 | 7.9M $ | 4.54 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 170,697 | 7.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 118,804 | 7.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Series Growth Opportunities Fund Fidelity Advisor Series I | 161,800 | 7.6M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| Global X FinTech ETF GLOBAL X FUNDS | 160,359 | 7.5M $ | 3.54 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 160,815 | 7.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Congress SMid Growth ETF Professionally Managed Portfolios | 112,003 | 7.2M $ | 1.66 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 154,913 | 7.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Amplify Digital Payments ETF Amplify ETF Trust | 153,211 | 7M $ | 4.33 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 108,457 | 7M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 108,218 | 7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Transamerica Morgan Stanley Capital Growth VP TRANSAMERICA SERIES TRUST | 149,895 | 6.9M $ | 4.55 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 148,196 | 6.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Allspring Mid Cap Growth Fund ALLSPRING FUNDS TRUST | 145,631 | 6.7M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 102,857 | 6.6M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 98,684 | 6.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| NVIT Allspring Discovery Fund Nationwide Variable Insurance Trust | 134,909 | 6.2M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 94,524 | 6.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Invesco NASDAQ Next Gen 100 ETF Invesco Exchange-Traded Fund Trust II | 128,983 | 6.1M $ | 0.67 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 126,669 | 5.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 86,732 | 5.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 119,888 | 5.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 115,104 | 5.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 80,625 | 5.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Growth Opportunities Fund LORD ABBETT RESEARCH FUND INC | 109,577 | 5.1M $ | 0.75 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 78,448 | 5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Allspring Innovation Fund ALLSPRING FUNDS TRUST | 107,318 | 4.9M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| ERShares Private-Public Crossover ETF EntrepreneurShares Series Trust | 106,389 | 4.9M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| JNL/JPMorgan MidCap Growth Fund JNL Series Trust | 104,144 | 4.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust | 101,309 | 4.8M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 102,693 | 4.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 72,215 | 4.6M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Tremblant Global ETF Managed Portfolio Series | 100,752 | 4.6M $ | 3.00 % | as of Mar 31, 2026 · Original filing |
| SA JPMorgan Mid-Cap Growth Portfolio SUNAMERICA SERIES TRUST | 71,603 | 4.6M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 97,800 | 4.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Industrials ETF iShares Trust | 69,254 | 4.5M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 97,121 | 4.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 65,509 | 4.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 91,373 | 4.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 90,309 | 4.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust | 64,197 | 4.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Information Technology Sector Fund JNL Series Trust | 88,758 | 4.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 86,400 | 4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 57,700 | 3.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 79,948 | 3.7M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 79,102 | 3.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 76,193 | 3.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 52,620 | 3.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 71,979 | 3.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Advantage Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 71,317 | 3.3M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 69,023 | 3.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Fundamental Large Cap Growth ETF Fidelity Covington Trust | 48,682 | 3.1M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 48,493 | 3.1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 48,192 | 3.1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Research Market Neutral Fund JPMorgan Trust I | 47,813 | 3.1M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 65,029 | 3.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 45,291 | 2.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 63,171 | 2.9M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 61,535 | 2.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 62,740 | 2.9M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 44,082 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV | 61,085 | 2.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 43,473 | 2.8M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| LVIP American Century Capital Appreciation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 60,138 | 2.8M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 59,803 | 2.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 42,433 | 2.7M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Growth Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 57,227 | 2.6M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust | 55,397 | 2.6M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 53,638 | 2.5M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 38,997 | 2.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 52,691 | 2.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Global Insight Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 51,663 | 2.4M $ | 4.59 % | as of Mar 31, 2026 · Original filing |
| Select FinTech Portfolio Fidelity Select Portfolios | 48,655 | 2.3M $ | 2.72 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 47,862 | 2.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 46,088 | 2.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 46,052 | 2.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Allspring VT Discovery SMID Cap Growth Fund Allspring VARIABLE TRUST | 44,019 | 2M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 43,731 | 2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 42,100 | 2M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Amplify Online Retail ETF Amplify ETF Trust | 42,756 | 2M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 40,029 | 1.9M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Mid-Cap ETF iShares Trust | 29,112 | 1.9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 40,429 | 1.9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 36,471 | 1.7M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Virtus Silvant Mid-Cap Growth Fund Virtus Investment Trust | 36,153 | 1.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Growth ETF iShares Trust | 25,319 | 1.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 34,859 | 1.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 24,557 | 1.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 33,268 | 1.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 34,000 | 1.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 32,130 | 1.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 31,945 | 1.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 31,013 | 1.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Osterweis Opportunity Fund Professionally Managed Portfolios | 30,590 | 1.4M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Disciplined Value Fund American Century Quantitative Equity Funds, Inc. | 30,344 | 1.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Transamerica JPMorgan Enhanced Index VP TRANSAMERICA SERIES TRUST | 30,188 | 1.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 29,836 | 1.4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Hedged Equity 3 Fund JPMorgan Trust IV | 29,722 | 1.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 21,071 | 1.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 20,766 | 1.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 28,675 | 1.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 19,717 | 1.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 27,070 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 25,105 | 1.2M $ | 0.03 % | as of Feb 27, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 17,461 | 1.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Capital Group U.S. Large Value ETF Capital Group Equity ETF Trust I | 22,378 | 1.1M $ | 1.17 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 22,835 | 1M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 22,254 | 1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 22,236 | 1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Puritan K6 Fund Fidelity Puritan Trust | 22,161 | 1M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI World ETF iShares, Inc. | 21,790 | 1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 21,983 | 1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 21,838 | 1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| SA Multi-Managed Large Cap Growth Portfolio SEASONS SERIES TRUST | 20,756 | 951K $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS | 14,592 | 938K $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 19,904 | 912K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VIP Extended Market Index Portfolio Variable Insurance Products Fund II | 19,356 | 886.9K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Baird Small/Mid Cap Growth Fund Baird Funds Inc | 19,148 | 877.4K $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 13,635 | 876.5K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust | 13,622 | 875.6K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 18,932 | 867.5K $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 12,901 | 829.3K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 17,776 | 814.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Inspire 500 ETF Northern Lights Fund Trust IV | 17,246 | 810.2K $ | 0.12 % | as of Feb 28, 2026 · Original filing |