Funds holding American Express Co
1018 funds declare a position · 305 ETFs and 713 other funds · 43.2B $ · US0258161092
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 | 15,263,288 | 4.6B $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 13,608,866 | 4.1B $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 6,837,868 | 2.1B $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 6,887,570 | 2.1B $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 4,445,449 | 1.3B $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 3,628,300 | 1.1B $ | 2.30 % | as of Mar 31, 2026 · Original filing |
| MFS Value Fund MFS SERIES TRUST I | 3,362,780 | 1B $ | 1.85 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 3,019,538 | 913.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Equity Fund JPMorgan Trust I | 2,507,376 | 758.4M $ | 2.40 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND GROWTH FUND VANGUARD SPECIALIZED FUNDS | 2,260,428 | 730.2M $ | 1.98 % | as of Apr 30, 2026 · Original filing |
| Fidelity Contrafund Fidelity Contrafund | 2,353,441 | 711.9M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Income Fund JPMorgan Trust II | 1,913,276 | 578.7M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 1,817,856 | 549.9M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| Investment Co of America Investment Co of America | 1,811,820 | 548M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 1,640,991 | 530.1M $ | 1.84 % | as of Apr 30, 2026 · Original filing |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 1,469,978 | 454.1M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 1,498,880 | 453.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity Magellan Fund Fidelity Magellan Fund | 1,481,200 | 448M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| First Eagle Global Fund First Eagle Funds | 1,190,268 | 384.5M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,188,122 | 383.8M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 1,215,989 | 367.8M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 1,121,874 | 362.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 1,196,386 | 361.9M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,126,243 | 340.7M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 1,067,378 | 322.9M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust | 1,059,797 | 320.6M $ | 4.85 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 1,004,492 | 310.3M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 962,985 | 297.5M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 930,183 | 287.3M $ | 2.06 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Balanced Fund JANUS INVESTMENT FUND | 928,488 | 280.8M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 833,558 | 252.1M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 815,866 | 252M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Disciplined Value Fund John Hancock Funds III | 821,075 | 248.4M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 795,450 | 245.7M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| iShares S&P 500 Growth ETF iShares Trust | 765,315 | 231.5M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Growth Account College Retirement Equities Fund | 724,665 | 219.2M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 714,037 | 216M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 701,302 | 212.1M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 696,142 | 210.6M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 673,781 | 203.8M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 551,234 | 178.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Smead Value Fund Smead Funds Trust | 555,920 | 171.7M $ | 3.91 % | as of Feb 27, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 565,370 | 171M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 553,567 | 171M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 564,237 | 170.7M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 509,386 | 164.6M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Nuveen Dividend Growth Fund Nuveen Investment Trust II | 503,561 | 162.7M $ | 2.50 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 523,088 | 158.2M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Fidelity Contrafund K6 Fidelity Contrafund | 506,145 | 153.1M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 487,385 | 147.4M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 453,381 | 146.5M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 432,620 | 139.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. | 457,309 | 138.3M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 436,075 | 131.9M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) | 403,612 | 130.4M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 389,747 | 125.9M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 385,658 | 116.7M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Growth and Income Fund JANUS INVESTMENT FUND | 372,723 | 112.7M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| Artisan Global Value Fund Artisan Partners Funds Inc. | 371,827 | 112.5M $ | 3.85 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 345,214 | 111.5M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 353,404 | 109.2M $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 336,111 | 108.6M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 334,085 | 107.9M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 316,531 | 102.3M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 334,181 | 101.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 322,713 | 97.6M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| New Perspective Fund New Perspective Fund | 322,682 | 97.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 312,517 | 96.5M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 304,123 | 93.9M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Fundstrat Granny Shots US Large Cap ETF Tidal Trust III | 290,058 | 93.7M $ | 2.14 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 308,744 | 93.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Fund TIAA-CREF Funds | 289,038 | 93.4M $ | 1.46 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Balanced Portfolio JANUS ASPEN SERIES | 306,625 | 92.7M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 300,554 | 90.9M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| AMCAP Fund AMCAP Fund | 291,824 | 90.1M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 291,669 | 90.1M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 277,924 | 89.8M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Value Fund JPMorgan Trust I | 296,043 | 89.5M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 295,449 | 89.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 288,355 | 89.1M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 291,911 | 88.3M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 283,346 | 87.5M $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 282,500 | 87.3M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 262,307 | 84.7M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 270,638 | 81.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 251,828 | 81.4M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 263,138 | 81.3M $ | 0.37 % | as of Feb 28, 2026 · Original filing |
| Invesco Discovery Large Cap Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 258,647 | 79.9M $ | 1.38 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Global Select Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 246,154 | 79.5M $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| Columbia Contrarian Core Fund COLUMBIA FUNDS SERIES TRUST I | 257,303 | 79.5M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 261,186 | 79M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 254,730 | 77.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 247,363 | 76.4M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 247,747 | 74.9M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 243,490 | 73.7M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 100 ETF iShares Trust | 236,486 | 71.5M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Growth Fund TIAA-CREF Funds | 217,567 | 70.3M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 231,666 | 70.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Premium Income Fund JPMorgan Trust IV | 231,263 | 70M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Invesco American Franchise Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 226,027 | 69.8M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| Franklin Equity Income Fund Franklin Investors Securities Trust | 215,000 | 69.5M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 206,382 | 66.7M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 211,162 | 65.2M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 214,090 | 64.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Vistashares Target 15 Berkshire Select Income ETF Tidal Trust III | 193,515 | 62.5M $ | 8.35 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 201,735 | 62.3M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 202,042 | 61.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 197,332 | 59.7M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 187,751 | 56.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 182,977 | 56.5M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 186,194 | 56.3M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 172,010 | 55.6M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Dimensional US High Profitability ETF Dimensional ETF Trust | 171,391 | 55.4M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 170,993 | 55.2M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 170,417 | 55.1M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 169,521 | 54.8M $ | 1.78 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 177,277 | 54.8M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 163,861 | 52.9M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 162,775 | 52.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 160,006 | 51.7M $ | 2.57 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 169,026 | 51.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Brighthouse/Wellington Core Equity Opportunities Portfolio Brighthouse Funds Trust II | 168,201 | 50.9M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| THRIVENT LARGE CAP GROWTH FUND Thrivent Mutual Funds | 157,009 | 50.7M $ | 1.16 % | as of Apr 30, 2026 · Original filing |
| Select Fund American Century Mutual Funds, Inc. | 156,000 | 50.4M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Dow Index Fund JNL Series Trust | 161,550 | 48.9M $ | 3.99 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 148,666 | 48M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 158,192 | 47.8M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Value Fund JNL Series Trust | 157,940 | 47.8M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Large-Cap Core Portfolio PACIFIC SELECT FUND | 157,814 | 47.7M $ | 2.40 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 147,634 | 47.7M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| U.S. Global Leaders Growth Fund John Hancock Capital Series | 144,780 | 46.8M $ | 3.70 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 144,453 | 46.7M $ | 2.11 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 153,527 | 46.4M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 140,210 | 45.3M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| NVIT J.P. Morgan U.S. Equity Fund Nationwide Variable Insurance Trust | 149,575 | 45.2M $ | 2.40 % | as of Mar 31, 2026 · Original filing |
| Nomura Core Equity Fund IVY FUNDS | 147,034 | 44.5M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 146,292 | 44.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| MFS Value Portfolio Brighthouse Funds Trust II | 146,248 | 44.2M $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Industrials ETF iShares Trust | 135,763 | 43.9M $ | 2.20 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 135,612 | 43.8M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 144,472 | 43.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Principal Capital Appreciation Fund Principal Funds, Inc | 131,143 | 42.4M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 137,892 | 41.7M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 126,012 | 40.7M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 125,848 | 40.7M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 130,993 | 40.5M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 121,759 | 39.3M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 127,765 | 38.6M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 117,466 | 37.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 124,188 | 37.6M $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 119,747 | 37M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| THRIVENT LARGE CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. | 120,570 | 36.5M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 112,770 | 36.4M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio | 120,073 | 36.3M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 119,928 | 36.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 118,336 | 35.8M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 115,854 | 35.8M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 110,765 | 35.8M $ | 1.19 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Large Cap Value Fund Legg Mason Partners Investment Trust | 109,747 | 35.5M $ | 1.49 % | as of Apr 30, 2026 · Original filing |
| Invesco Rising Dividends Fund AIM Equity Funds (Invesco Equity Funds) | 109,214 | 35.3M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 109,055 | 35.2M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | 114,333 | 34.6M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 114,250 | 34.6M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 113,628 | 34.4M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 106,362 | 34.4M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Invesco Charter Fund AIM Equity Funds (Invesco Equity Funds) | 105,819 | 34.2M $ | 0.93 % | as of Apr 30, 2026 · Original filing |
| Variable Portfolio - Partners Core Equity Fund Columbia Funds Variable Series Trust II | 112,542 | 34M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Top 200 Growth ETF iShares Trust | 110,957 | 33.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 110,932 | 33.6M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 107,318 | 33.2M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 102,463 | 33.1M $ | 1.68 % | as of Apr 30, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 109,065 | 33M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 106,901 | 32.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 100,034 | 32.3M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 104,295 | 32.2M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 106,048 | 32.1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 104,981 | 31.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Large-Cap Value ETF NuShares ETF Trust | 97,059 | 31.4M $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 102,572 | 31M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Disciplined Growth Fund Victory Portfolios IV | 98,834 | 30.5M $ | 1.42 % | as of Feb 28, 2026 · Original filing |
| Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | 100,760 | 30.5M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 93,741 | 30.3M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Columbia Balanced Fund COLUMBIA FUNDS SERIES TRUST I | 97,868 | 30.2M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| Davis Financial Fund DAVIS SERIES INC | 98,712 | 29.9M $ | 2.71 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 92,094 | 29.8M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 94,852 | 29.3M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 96,851 | 29.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 95,820 | 29M $ | 2.14 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 92,854 | 28.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 90,399 | 27.9M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 85,745 | 27.7M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 89,130 | 27.5M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 90,450 | 27.4M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 84,069 | 27.2M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 83,136 | 26.9M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND VANGUARD WHITEHALL FUNDS | 82,295 | 26.6M $ | 2.52 % | as of Apr 30, 2026 · Original filing |
| Large Cap Equity Fund American Century Mutual Funds, Inc. | 82,260 | 26.6M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds | 87,051 | 26.3M $ | 2.63 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 86,869 | 26.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 100 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 78,058 | 25.2M $ | 1.02 % | as of Apr 30, 2026 · Original filing |