Funds holding AptarGroup Inc
420 funds declare a position · 117 ETFs and 303 other funds · 3.5B $ · US0383361039
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 2,131,505 | 268.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,042,000 | 257.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 1,904,360 | 240M $ | 2.44 % | as of Mar 31, 2026 · Original filing |
| Victory Sycamore Established Value Fund Victory Portfolios | 1,730,000 | 218M $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,484,501 | 187.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 945,296 | 119.1M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Mid Cap Fund Touchstone Funds Group Trust | 760,466 | 95.8M $ | 2.19 % | as of Mar 31, 2026 · Original filing |
| Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS | 644,946 | 92.7M $ | 1.08 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 718,740 | 90.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 632,778 | 79.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| FMI Common Stock Fund FMI Funds Inc | 600,000 | 75.6M $ | 4.31 % | as of Mar 31, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 551,200 | 69.5M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| State Farm Growth Fund Advisers Investment Trust | 391,597 | 49.3M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 342,397 | 49.2M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 361,086 | 44.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 327,000 | 41.2M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 279,478 | 40.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 314,447 | 39.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 273,120 | 34.4M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| AVE MARIA GROWTH FUND Schwartz Investment Trust | 270,000 | 34M $ | 3.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 272,461 | 33.7M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 257,561 | 31.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 251,309 | 31.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 242,285 | 30M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 205,152 | 29.5M $ | 1.67 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 232,150 | 28.7M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 193,363 | 27.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MATERIALS INDEX FUND VANGUARD WORLD FUND | 190,245 | 27.3M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | 207,720 | 26.2M $ | 1.72 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 177,442 | 25.5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 198,925 | 24.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| GMO Small Cap Quality Fund GMO TRUST | 170,451 | 24.5M $ | 3.56 % | as of Feb 28, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 193,395 | 23.9M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| Boston Trust Walden Small Cap Fund Boston Trust Walden Funds | 175,060 | 22.1M $ | 2.23 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 165,114 | 20.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds | 160,686 | 19.9M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| Nomura Mid Cap Income Opportunities Fund IVY FUNDS | 151,747 | 19.1M $ | 2.65 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 150,626 | 19M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 122,501 | 17.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS | 137,998 | 17.1M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST | 129,194 | 16.3M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 130,773 | 16.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| BBH Select Mid Cap ETF BBH Trust | 126,821 | 15.7M $ | 3.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 124,560 | 15.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 116,295 | 14.7M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 115,300 | 14.5M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 99,905 | 14.4M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 97,097 | 14M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 107,339 | 13.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 106,702 | 13.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 103,741 | 12.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust | 100,000 | 12.6M $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 98,901 | 12.5M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Boston Trust SMID Cap Fund Boston Trust Walden Funds | 98,139 | 12.4M $ | 1.78 % | as of Mar 31, 2026 · Original filing |
| State Farm Balanced Fund Advisers Investment Trust | 97,500 | 12.3M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I | 95,400 | 12M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 95,135 | 12M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 94,393 | 11.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 89,058 | 11.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 87,908 | 10.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 82,110 | 10.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 82,845 | 10.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 80,017 | 10.1M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 78,660 | 9.9M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 68,663 | 9.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Nicholas II, Inc. Nicholas II, Inc. | 78,580 | 9.7M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 73,937 | 9.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 72,492 | 9.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| AMG River Road Mid Cap Value Fund AMG Funds IV | 70,840 | 8.8M $ | 2.25 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 60,778 | 8.7M $ | 1.15 % | as of Feb 28, 2026 · Original filing |
| Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. | 69,300 | 8.7M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| AMG River Road Small-Mid Cap Value Fund AMG Funds IV | 67,597 | 8.4M $ | 2.54 % | as of Apr 30, 2026 · Original filing |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 65,519 | 8.3M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 65,411 | 8.2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Opus Small Cap Value ETF ETF Series Solutions | 63,913 | 7.9M $ | 1.16 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 54,059 | 7.8M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 59,746 | 7.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. | 59,500 | 7.4M $ | 2.23 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 50,113 | 7.2M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 48,387 | 7M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 54,227 | 6.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 53,617 | 6.8M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 52,771 | 6.7M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 53,615 | 6.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 51,578 | 6.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Nuance Mid Cap Value Fund Managed Portfolio Series | 52,102 | 6.4M $ | 2.22 % | as of Apr 30, 2026 · Original filing |
| NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust | 50,800 | 6.4M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 51,260 | 6.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 49,399 | 6.1M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 47,289 | 6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 47,431 | 5.9M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| Boston Trust Walden SMID Cap Fund Boston Trust Walden Funds | 46,055 | 5.8M $ | 1.89 % | as of Mar 31, 2026 · Original filing |
| CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II | 44,200 | 5.6M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 38,552 | 5.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 44,397 | 5.5M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 38,018 | 5.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 42,038 | 5.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 40,223 | 5.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 39,460 | 5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 34,365 | 4.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 34,077 | 4.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust | 32,814 | 4.7M $ | 2.08 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 37,771 | 4.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 36,228 | 4.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 35,901 | 4.5M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 34,021 | 4.3M $ | 1.52 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 29,508 | 4.2M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 33,629 | 4.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 32,649 | 4.1M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| Boston Trust Asset Management Fund Boston Trust Walden Funds | 32,500 | 4.1M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 31,505 | 3.9M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 30,757 | 3.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 30,146 | 3.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 29,928 | 3.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 29,908 | 3.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Boston Trust Midcap Fund Boston Trust Walden Funds | 28,155 | 3.5M $ | 1.90 % | as of Mar 31, 2026 · Original filing |
| Calvert Small/Mid-Cap Fund Calvert Management Series | 28,099 | 3.5M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Healthcare Sector Fund JNL Series Trust | 28,060 | 3.5M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 23,807 | 3.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 26,606 | 3.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 26,603 | 3.3M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 25,832 | 3.2M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Materials Index ETF FIDELITY COVINGTON TRUST | 25,363 | 3.1M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions | 24,435 | 3.1M $ | 2.28 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 24,374 | 3.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 24,270 | 3.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 24,629 | 3M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 24,532 | 3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Boston Trust Walden Midcap Fund Boston Trust Walden Funds | 23,440 | 3M $ | 1.89 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 22,939 | 2.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 22,868 | 2.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 19,958 | 2.9M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 22,617 | 2.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 22,897 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 22,814 | 2.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 22,628 | 2.8M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 21,849 | 2.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 21,609 | 2.7M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy HV Fund AQR Funds | 20,974 | 2.6M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| First Trust/Dow Jones Dividend & Income Allocation Portfolio First Trust Variable Insurance Trust | 20,465 | 2.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 20,522 | 2.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 20,087 | 2.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| GMO Alternative Allocation Fund GMO TRUST | 16,606 | 2.4M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 18,894 | 2.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 19,089 | 2.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 18,497 | 2.3M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust | 18,028 | 2.3M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 17,714 | 2.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 17,587 | 2.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 17,562 | 2.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 17,891 | 2.2M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Fidelity Low Volatility Factor ETF Fidelity Covington Trust | 17,869 | 2.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| AVE MARIA VALUE FOCUSED FUND Schwartz Investment Trust | 17,160 | 2.2M $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 14,899 | 2.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 16,812 | 2.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 14,466 | 2.1M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 14,356 | 2.1M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Bright Rock Mid Cap Growth Fund Trust for Professional Managers | 17,500 | 2M $ | 2.12 % | as of May 31, 2026 · Original filing |
| iShares U.S. Industrials ETF iShares Trust | 16,379 | 2M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VanEck Morningstar SMID Moat ETF VanEck ETF Trust | 15,805 | 2M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes SDG Engagement Equity Fund Federated Hermes Adviser Series | 16,006 | 2M $ | 2.23 % | as of Apr 30, 2026 · Original filing |
| NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust | 15,347 | 1.9M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| iShares North American Natural Resources ETF iShares Trust | 15,086 | 1.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| AMG River Road Focused Absolute Value Fund AMG Funds IV | 14,891 | 1.8M $ | 3.85 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 14,505 | 1.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio | 14,521 | 1.8M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| Boston Trust Equity Fund Boston Trust Walden Funds | 14,250 | 1.8M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 14,478 | 1.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 14,016 | 1.8M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| REYNDERS, MCVEIGH CORE EQUITY FUND Capitol Series Trust | 14,158 | 1.8M $ | 1.72 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 13,630 | 1.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC | 13,432 | 1.7M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Parametric Equity Premium Income ETF Morgan Stanley ETF Trust | 12,959 | 1.6M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 11,103 | 1.6M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Boston Trust Walden Equity Fund Boston Trust Walden Funds | 12,595 | 1.6M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 12,567 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust | 10,998 | 1.6M $ | 1.04 % | as of Feb 28, 2026 · Original filing |
| FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 12,723 | 1.6M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Copeland SMID Cap Dividend Growth Fund Copeland Trust | 10,949 | 1.6M $ | 1.06 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 10,933 | 1.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 12,578 | 1.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 11,860 | 1.5M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,266 | 1.5M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 11,760 | 1.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 11,667 | 1.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 10,035 | 1.4M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 11,119 | 1.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 11,184 | 1.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 9,233 | 1.3M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds | 10,636 | 1.3M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Hilton Small-MidCap Opportunity ETF Tidal Trust II | 10,390 | 1.3M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 10,152 | 1.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| SIMT Global Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 10,030 | 1.3M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 10,000 | 1.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 10,184 | 1.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 9,996 | 1.2M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust | 9,604 | 1.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 9,702 | 1.2M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Voya MI Dynamic SMID Cap Fund Voya Equity Trust | 8,343 | 1.2M $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 9,631 | 1.2M $ | 0.42 % | as of Apr 30, 2026 · Original filing |