Funds holding Align Technology Inc
569 funds declare a position · 166 ETFs and 403 other funds · 5.1B $ · US0162551016
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,169,669 | 371.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| New Perspective Fund New Perspective Fund | 2,113,194 | 362.3M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 1,695,501 | 290.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,571,720 | 269.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity Contrafund Fidelity Contrafund | 1,560,698 | 267.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| New Economy Fund New Economy Fund | 1,263,082 | 240.1M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 1,127,144 | 193.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 903,791 | 171.8M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,000,830 | 171.6M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 965,829 | 170M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 849,193 | 161.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 858,311 | 147.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 593,351 | 101.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| New World Fund Inc New World Fund Inc | 492,931 | 86.8M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| State Street(R) Health Care Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 485,595 | 83.2M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Sequoia Fund Inc Sequoia Fund Inc | 454,963 | 78M $ | 2.34 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 375,991 | 64.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Contrafund K6 Fidelity Contrafund | 344,158 | 59M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Mid-Cap Core Fund Virtus Equity Trust | 326,597 | 56M $ | 2.87 % | as of Mar 31, 2026 · Original filing |
| Nomura Mid Cap Growth Fund IVY FUNDS | 291,726 | 50M $ | 1.67 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 275,299 | 48.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 257,656 | 44.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 248,829 | 43.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 234,951 | 40.3M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 206,961 | 39.3M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 180,123 | 34.2M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust | 182,952 | 31.4M $ | 4.16 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 169,517 | 29.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 169,524 | 29.1M $ | 2.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 160,183 | 28.2M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 143,468 | 27.3M $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 157,812 | 27.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 147,053 | 25.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| American Funds Global Insight Fund American Funds Global Insight Fund | 141,333 | 24.9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 140,743 | 24.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 124,951 | 23.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 124,768 | 23.7M $ | 1.42 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 121,133 | 21.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 114,265 | 19.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Market Neutral Fund Federated Hermes Adviser Series | 114,143 | 19.6M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 102,776 | 19.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 98,707 | 18.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Brown Advisory Flexible Equity ETF ADVISORS' INNER CIRCLE III | 109,020 | 18.7M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Simplify Health Care ETF Simplify Exchange Traded Funds | 108,058 | 18.5M $ | 7.91 % | as of Mar 31, 2026 · Original filing |
| Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions | 104,550 | 17.9M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 98,629 | 17.4M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 96,474 | 16.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 91,362 | 16.1M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 90,473 | 15.9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 80,588 | 15.3M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| VOYA LARGE CAP VALUE FUND Voya Equity Trust | 77,900 | 14.8M $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| MFS New Discovery Fund MFS SERIES TRUST I | 77,293 | 14.7M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 84,565 | 14.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fundamental All Cap Core Trust John Hancock Variable Insurance Trust | 78,306 | 13.4M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 78,135 | 13.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 74,187 | 13.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 67,889 | 12.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 72,819 | 12.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Health Care ETF Invesco Exchange-Traded Fund Trust | 70,100 | 12.3M $ | 1.79 % | as of Apr 30, 2026 · Original filing |
| Frontier Mid Cap Growth Portfolio Brighthouse Funds Trust II | 70,642 | 12.1M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II | 67,973 | 11.7M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Health Sciences Fund Prudential Sector Funds, Inc. | 60,913 | 11.6M $ | 0.79 % | as of Feb 27, 2026 · Original filing |
| NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust | 66,959 | 11.5M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC | 66,883 | 11.5M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Baird Mid Cap Growth Fund Baird Funds Inc | 63,862 | 10.9M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series | 61,462 | 10.8M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| The Disciplined Growth Investors Fund Elevation Series Trust | 60,832 | 10.7M $ | 1.74 % | as of Apr 30, 2026 · Original filing |
| Brown Advisory Flexible Equity Fund Brown Advisory Funds | 61,166 | 10.5M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| AB RELATIVE VALUE FUND, INC. AB RELATIVE VALUE FUND, INC. | 59,430 | 10.5M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 57,490 | 10.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Value Fund WisdomTree Trust | 58,539 | 10M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 58,222 | 10M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 55,878 | 9.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 56,790 | 9.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 56,029 | 9.6M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 55,942 | 9.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Artisan Mid Cap Value Fund Artisan Partners Funds Inc. | 55,250 | 9.5M $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 49,420 | 9.4M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 52,768 | 9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 46,888 | 8.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS | 51,155 | 8.8M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 50,638 | 8.7M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| American Beacon Ninety One Global Franchise Fund AMERICAN BEACON FUNDS | 44,817 | 8.5M $ | 1.85 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 48,687 | 8.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 41,970 | 8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| First Trust Health Care AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 44,152 | 7.8M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 39,724 | 7.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 39,579 | 7.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 42,413 | 7.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 40,258 | 7.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Disciplined Value Fund American Century Quantitative Equity Funds, Inc. | 41,306 | 7.1M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 40,529 | 6.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| AB Relative Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 40,502 | 6.9M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 39,183 | 6.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 35,837 | 6.8M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 38,351 | 6.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 35,195 | 6.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 38,361 | 6.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 36,988 | 6.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Large Cap Growth Fund Federated Hermes MDT Series | 34,926 | 6.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 34,757 | 6.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Healthcare ETF iShares Trust | 34,410 | 6.1M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Large-Cap Growth Portfolio PACIFIC SELECT FUND | 33,429 | 5.7M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Nomura VIP Mid Cap Growth Series Ivy Variable Insurance Portfolios | 33,248 | 5.7M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 32,862 | 5.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Global Healthcare ETF iShares Trust | 32,740 | 5.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 31,438 | 5.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Healthcare Sector Fund JNL Series Trust | 30,563 | 5.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| PIMCO RAE US Fund PIMCO Equity Series | 30,236 | 5.2M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 26,900 | 5.1M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 28,776 | 5.1M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 29,403 | 5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 29,398 | 5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 High Beta ETF Invesco Exchange-Traded Fund Trust II | 26,053 | 5M $ | 0.78 % | as of Feb 28, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 28,130 | 5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust | 26,008 | 4.9M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 25,558 | 4.9M $ | 1.25 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 27,322 | 4.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 26,189 | 4.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 26,500 | 4.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 25,063 | 4.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 22,334 | 4.2M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 23,671 | 4.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 23,516 | 4.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 23,476 | 4.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds | 22,924 | 4M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 21,471 | 3.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| The Disciplined Growth Investors Equity Fund Elevation Series Trust | 21,123 | 3.7M $ | 2.48 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 19,455 | 3.7M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 20,948 | 3.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 20,885 | 3.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 21,315 | 3.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 21,078 | 3.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 20,244 | 3.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Clarkston Founders Fund ALPS SERIES TRUST | 20,000 | 3.4M $ | 2.09 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 19,829 | 3.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fundamental All Cap Core Fund John Hancock Funds II | 17,790 | 3.4M $ | 0.65 % | as of Feb 28, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 19,550 | 3.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | 19,487 | 3.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| New World Fund AMERICAN FUNDS INSURANCE SERIES | 19,434 | 3.3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 18,905 | 3.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 16,852 | 3.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 18,498 | 3.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 18,423 | 3.2M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 17,500 | 3.1M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 16,896 | 3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 15,285 | 2.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 16,870 | 2.9M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 16,500 | 2.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Health Sciences Fund Virtus Investment Trust | 16,351 | 2.8M $ | 3.12 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 15,745 | 2.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 15,027 | 2.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 13,665 | 2.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Clarkston Fund ALPS SERIES TRUST | 15,000 | 2.6M $ | 2.62 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 14,951 | 2.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 13,434 | 2.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,490 | 2.6M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 14,413 | 2.5M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 14,744 | 2.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Cambiar Aggressive Value ETF ADVISORS' INNER CIRCLE FUND | 14,222 | 2.5M $ | 3.79 % | as of Apr 30, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 14,049 | 2.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 14,400 | 2.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 14,244 | 2.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 13,805 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 13,822 | 2.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 13,691 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 13,243 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Health Care Equipment ETF SPDR SERIES TRUST | 13,453 | 2.3M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND | 12,970 | 2.3M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 12,859 | 2.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| DAVENPORT INSIDER BUYING FUND Williamsburg Investment Trust | 13,000 | 2.2M $ | 2.52 % | as of Mar 31, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 12,568 | 2.2M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 11,320 | 2.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 11,971 | 2.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 11,931 | 2.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 11,836 | 2.1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VanEck Morningstar SMID Moat ETF VanEck ETF Trust | 12,080 | 2.1M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 11,854 | 2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 11,456 | 2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 11,500 | 2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 10,315 | 2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 11,420 | 2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 11,052 | 1.9M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 11,320 | 1.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 11,300 | 1.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 10,618 | 1.9M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 10,384 | 1.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Penn Series Mid Cap Growth Fund Penn Series Funds Inc | 10,591 | 1.8M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| VELA SMALL CAP FUND VELA Funds | 10,484 | 1.8M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| Cambiar Small Cap Fund ADVISORS' INNER CIRCLE FUND | 10,050 | 1.8M $ | 2.54 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 9,238 | 1.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| GuideMark Large Cap Core Fund GPS Funds I | 10,217 | 1.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 10,169 | 1.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| HUSSMAN STRATEGIC MARKET CYCLE FUND Hussman Investment Trust | 10,000 | 1.7M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 9,683 | 1.7M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| M Capital Appreciation Fund M FUND INC | 9,906 | 1.7M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 9,264 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nationwide Geneva Mid Cap Growth Fund Nationwide Mutual Funds | 9,195 | 1.6M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 9,044 | 1.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 8,800 | 1.5M $ | 0.36 % | as of Apr 30, 2026 · Original filing |