Funds holding Aramark
421 funds declare a position · 97 ETFs and 324 other funds · 5.1B $ · US03852U1060
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| Janus Henderson Enterprise Fund JANUS INVESTMENT FUND | 10,081,068 | 408.7M $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Mid-Cap ETF iShares Trust | 8,702,197 | 352.8M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 8,368,473 | 339.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 6,358,741 | 257.8M $ | 2.62 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,060,769 | 245.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,859,230 | 156.5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 3,458,303 | 140.2M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 3,218,114 | 130.5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 2,907,843 | 121.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | 2,933,253 | 118.9M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,931,981 | 118.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Growth Fund MFS Series Trust IV | 2,485,660 | 104M $ | 0.75 % | as of Feb 28, 2026 · Original filing |
| FMI Common Stock Fund FMI Funds Inc | 2,465,000 | 99.9M $ | 5.70 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Triton Fund JANUS INVESTMENT FUND | 2,043,540 | 82.8M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| Capital Group Growth ETF Capital Group Growth ETF | 1,868,789 | 78.2M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 1,851,558 | 75.1M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| American Funds Global Insight Fund American Funds Global Insight Fund | 1,604,144 | 73.3M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| GMO U.S. Quality ETF GMO ETF Trust | 1,722,830 | 72.1M $ | 2.07 % | as of Feb 28, 2026 · Original filing |
| MFS Research Fund MFS Series Trust V | 1,653,376 | 67M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST | 1,597,600 | 64.8M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| FMI Large Cap Fund FMI Funds Inc | 1,510,000 | 61.2M $ | 5.51 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,372,626 | 57.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 1,337,141 | 54.2M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 1,145,710 | 52.3M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 1,283,928 | 52.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 966,421 | 44.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 928,286 | 42.4M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 999,342 | 40.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | 989,623 | 40.1M $ | 2.64 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 847,077 | 38.7M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 857,210 | 35.9M $ | 1.40 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Venture Fund JANUS INVESTMENT FUND | 871,314 | 35.3M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 868,771 | 35.2M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Enterprise Portfolio JANUS ASPEN SERIES | 810,738 | 32.9M $ | 1.94 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 713,290 | 32.6M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 689,376 | 31.5M $ | 3.09 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 710,074 | 29.7M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 673,317 | 27.3M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 589,511 | 26.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| EQ/Janus Enterprise Portfolio EQ Advisors Trust | 656,615 | 26.6M $ | 1.98 % | as of Mar 31, 2026 · Original filing |
| GMO Small Cap Quality Fund GMO TRUST | 610,853 | 25.6M $ | 3.72 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 600,868 | 24.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 507,791 | 21.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| MFS Core Equity Fund MFS SERIES TRUST I | 500,587 | 20.9M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 490,325 | 20.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 446,708 | 20.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 418,174 | 19.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | 470,633 | 19.1M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 467,579 | 19M $ | 2.96 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 421,064 | 17.1M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 369,099 | 16.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 368,392 | 16.8M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 400,099 | 16.7M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Transamerica Janus Mid-Cap Growth VP TRANSAMERICA SERIES TRUST | 412,257 | 16.7M $ | 1.98 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 404,846 | 16.4M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 388,520 | 16.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 400,781 | 16.2M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 387,000 | 15.7M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 376,779 | 15.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 326,700 | 14.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 345,370 | 14.5M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 340,189 | 13.8M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 328,000 | 13.7M $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 334,761 | 13.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 324,167 | 13.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST | 273,240 | 12.5M $ | 1.59 % | as of Apr 30, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 264,420 | 12.1M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 248,510 | 11.4M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 269,387 | 11.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 236,258 | 10.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 265,209 | 10.8M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 258,808 | 10.5M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Mid Value Fund John Hancock Funds II | 247,146 | 10.3M $ | 0.78 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 217,719 | 9.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 228,123 | 9.5M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 226,962 | 9.5M $ | 0.21 % | as of Feb 27, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 204,526 | 9.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MFS Equity Income Fund MFS SERIES TRUST VII | 200,470 | 9.2M $ | 1.16 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 216,546 | 9.1M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 220,075 | 8.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust | 219,703 | 8.9M $ | 1.58 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 215,442 | 8.7M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 215,317 | 8.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 214,508 | 8.7M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 213,800 | 8.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 200,737 | 8.4M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 206,736 | 8.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 182,797 | 8.4M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Strategic Growth Fund VALIC Co I | 198,775 | 8.3M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 193,824 | 8.1M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| MFS Diversified Income Fund MFS Series Trust XIII | 186,781 | 7.8M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| EQ/MFS Mid Cap Focused Growth Portfolio EQ Advisors Trust | 189,616 | 7.7M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 186,559 | 7.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust | 156,941 | 7.2M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs U.S. Equity Insights Fund Goldman Sachs Trust | 155,180 | 7.1M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 154,019 | 7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust | 167,619 | 6.8M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 165,339 | 6.7M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 153,160 | 6.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 151,601 | 6.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 156,057 | 6.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Heartland Mid Cap Value Fund HEARTLAND GROUP INC. | 155,799 | 6.3M $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 136,080 | 6.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| SA MFS Massachusetts Investors Trust Portfolio SUNAMERICA SERIES TRUST | 135,508 | 6.2M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 144,655 | 6.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 147,667 | 6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Neuberger Multi-Cap Opportunities Fund NEUBERGER BERMAN EQUITY FUNDS | 142,000 | 5.9M $ | 2.36 % | as of Feb 28, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 143,374 | 5.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 142,900 | 5.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 137,927 | 5.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 136,955 | 5.6M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| Capital Group Global Equity ETF Capital Group Global Equity ETF | 130,392 | 5.5M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 116,129 | 5.3M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 127,777 | 5.2M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Mid Value Trust John Hancock Variable Insurance Trust | 126,983 | 5.1M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 126,698 | 5.1M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 126,058 | 5.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 122,357 | 5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 122,231 | 5M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 121,958 | 4.9M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 120,742 | 4.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| MFS Global Total Return Fund MFS Series Trust VI | 106,336 | 4.9M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 106,171 | 4.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 106,140 | 4.8M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 106,139 | 4.8M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 105,453 | 4.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 114,989 | 4.8M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio | 103,050 | 4.7M $ | 2.57 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 112,282 | 4.7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 115,738 | 4.7M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 100,549 | 4.6M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Calvert Small/Mid-Cap Fund Calvert Management Series | 110,540 | 4.5M $ | 2.30 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP MFS Investors Trust Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 109,711 | 4.4M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Select Consumer Discretionary Portfolio Fidelity Select Portfolios | 103,433 | 4.3M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 105,668 | 4.3M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 92,406 | 4.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 103,200 | 4.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 91,205 | 4.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | 101,590 | 4.1M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Global Equity Income Fund Eaton Vance Mutual Funds Trust | 88,783 | 4.1M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| MFS Blended Research Value Equity Fund MFS SERIES TRUST X | 96,537 | 4M $ | 1.24 % | as of Feb 28, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 99,082 | 4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Value Fund BNY Mellon Advantage Funds, Inc. | 95,699 | 4M $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 97,793 | 4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 95,960 | 3.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 84,387 | 3.9M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Artisan Select Equity Fund Artisan Partners Funds Inc. | 93,976 | 3.8M $ | 4.45 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 93,362 | 3.8M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 82,240 | 3.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 81,890 | 3.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 91,895 | 3.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Goldman Sachs Variable Insurance Trust | 91,749 | 3.7M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 90,219 | 3.7M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 90,015 | 3.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 89,200 | 3.6M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 78,783 | 3.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 77,831 | 3.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 73,336 | 3.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 81,896 | 3.3M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Small-Cap Fund Eaton Vance Special Investment Trust | 79,681 | 3.2M $ | 2.59 % | as of Mar 31, 2026 · Original filing |
| MFS Research Series MFS VARIABLE INSURANCE TRUST | 79,023 | 3.2M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 76,988 | 3.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Global Value Equity Fund T. ROWE PRICE GLOBAL FUNDS, INC. | 68,260 | 3.1M $ | 1.13 % | as of Apr 30, 2026 · Original filing |
| Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST | 75,610 | 3.1M $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 66,621 | 3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Nomura Smid Cap Core Fund IVY FUNDS | 74,410 | 3M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP MFS Research Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 72,075 | 2.9M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 70,623 | 2.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 62,064 | 2.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Shelton Sustainable Equity Fund SHELTON FUNDS | 65,700 | 2.7M $ | 3.78 % | as of Feb 28, 2026 · Original filing |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 67,237 | 2.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 57,662 | 2.6M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 56,599 | 2.6M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| MFS Low Volatility Equity Fund MFS SERIES TRUST I | 61,359 | 2.6M $ | 0.75 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 55,436 | 2.5M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| GMO Alternative Allocation Fund GMO TRUST | 60,203 | 2.5M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| MFS Mid Cap Growth Series MFS VARIABLE INSURANCE TRUST | 61,703 | 2.5M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 61,582 | 2.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 53,294 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 57,795 | 2.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 59,219 | 2.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| MFS Investors Trust Series MFS VARIABLE INSURANCE TRUST | 58,520 | 2.4M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust | 51,328 | 2.3M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 57,782 | 2.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 50,981 | 2.3M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 50,008 | 2.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 56,132 | 2.3M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 53,036 | 2.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 47,056 | 2.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 51,900 | 2.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund | 45,720 | 2.1M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 45,684 | 2.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 48,420 | 2M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 41,257 | 1.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 46,461 | 1.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 40,612 | 1.9M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 40,530 | 1.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 43,738 | 1.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 40,020 | 1.8M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 44,353 | 1.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |