Funds holding Berkshire Hathaway Inc
980 funds declare a position · 275 ETFs and 705 other funds · 154.8B $ · US0846707026
Other lines from the same issuer : Berkshire Hathaway Inc (US0846701086)
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 | 56,802,870 | 27.2B $ | 1.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 46,598,543 | 22.3B $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 23,336,569 | 11.8B $ | 1.57 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 23,583,708 | 11.3B $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 14,393,808 | 6.9B $ | 3.06 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 12,423,151 | 6B $ | 12.46 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 10,339,272 | 5B $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 4,235,666 | 2B $ | 2.91 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 4,068,233 | 1.9B $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 3,855,405 | 1.8B $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Growth ETF iShares Trust | 3,853,540 | 1.8B $ | 3.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 3,428,257 | 1.7B $ | 1.39 % | as of Feb 28, 2026 · Original filing |
| Fidelity Contrafund Fidelity Contrafund | 3,370,500 | 1.6B $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 2,714,828 | 1.4B $ | 1.39 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 2,633,831 | 1.3B $ | 3.03 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Large Cap Growth Fund JPMorgan Trust II | 2,603,712 | 1.2B $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 2,303,349 | 1.2B $ | 8.36 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 2,302,553 | 1.1B $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Quality Factor ETF iShares Trust | 2,234,831 | 1.1B $ | 2.11 % | as of Apr 30, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,064,875 | 989.5M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 1,994,178 | 955.6M $ | 3.60 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 1,889,424 | 954.1M $ | 1.49 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 1,917,537 | 918.9M $ | 2.88 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 1,698,665 | 804.5M $ | 2.37 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 1,671,156 | 800.8M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 1,554,601 | 745M $ | 2.87 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 1,546,560 | 732.5M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 1,320,630 | 666.9M $ | 3.05 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,285,362 | 649M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 1,316,624 | 630.9M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 1,309,844 | 620.3M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,188,923 | 600.3M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 1,150,946 | 551.5M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 1,145,522 | 548.9M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,073,422 | 542M $ | 2.91 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,066,527 | 538.5M $ | 1.39 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 1,102,163 | 528.2M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 1,096,079 | 519.1M $ | 1.76 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 1,082,983 | 512.9M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 966,769 | 488.2M $ | 3.12 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 951,317 | 450.5M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 916,290 | 439.1M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 914,576 | 433.1M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 884,919 | 424.1M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 823,878 | 416M $ | 3.47 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 836,949 | 401.1M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 836,733 | 401M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. | 769,945 | 388.8M $ | 3.44 % | as of Feb 28, 2026 · Original filing |
| iShares S&P 100 ETF iShares Trust | 810,398 | 388.3M $ | 2.18 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 813,088 | 385.1M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 798,950 | 378.4M $ | 2.62 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 737,388 | 372.3M $ | 1.52 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 783,678 | 371.1M $ | 10.90 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 750,200 | 355.3M $ | 2.66 % | as of Apr 30, 2026 · Original filing |
| Fidelity Contrafund K6 Fidelity Contrafund | 733,785 | 351.6M $ | 1.05 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 711,348 | 336.9M $ | 2.65 % | as of Apr 30, 2026 · Original filing |
| Investment Co of America Investment Co of America | 700,000 | 335.4M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 678,204 | 325M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 683,066 | 323.5M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 664,402 | 314.7M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 640,683 | 303.4M $ | 2.67 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 614,186 | 294.3M $ | 3.64 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 578,738 | 277.3M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 585,331 | 277.2M $ | 1.30 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 576,491 | 276.3M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 558,891 | 267.8M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | 553,471 | 265.2M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 547,856 | 259.5M $ | 12.90 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 546,190 | 258.7M $ | 1.30 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 534,873 | 256.3M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 497,031 | 251M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Top 50 ETF Invesco Exchange-Traded Fund Trust | 529,602 | 250.8M $ | 2.34 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 522,066 | 250.2M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 509,028 | 241.1M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 500,391 | 239.8M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 464,432 | 222.6M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 464,329 | 219.9M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | 442,343 | 212M $ | 4.28 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 432,237 | 204.7M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 417,319 | 197.6M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 410,667 | 196.8M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 405,178 | 194.2M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 401,124 | 190M $ | 1.39 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 375,116 | 189.4M $ | 1.83 % | as of Feb 28, 2026 · Original filing |
| DIAMOND HILL LARGE CAP FUND Diamond Hill Funds | 392,748 | 188.2M $ | 4.78 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 388,689 | 186.3M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 386,126 | 182.9M $ | 1.39 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 379,829 | 182M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 375,541 | 180M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| New Perspective Fund New Perspective Fund | 360,959 | 173M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 360,958 | 170.9M $ | 7.72 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 355,368 | 170.3M $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| American Mutual Fund American Mutual Fund | 351,327 | 166.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 350,829 | 166.2M $ | 8.44 % | as of Apr 30, 2026 · Original filing |
| TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio | 346,608 | 166.1M $ | 2.68 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 322,830 | 163M $ | 1.97 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 341,758 | 161.9M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 340,678 | 161.3M $ | 1.69 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 328,556 | 157.4M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 327,438 | 156.9M $ | 11.59 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 331,099 | 156.8M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 308,438 | 155.7M $ | 1.47 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 298,468 | 150.7M $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 313,691 | 150.3M $ | 2.52 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 310,350 | 148.7M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| Gateway Fund Gateway Trust | 307,923 | 147.6M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Top 200 Value ETF iShares Trust | 305,402 | 146.3M $ | 4.30 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 304,252 | 144.1M $ | 1.74 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Fund TIAA-CREF Funds | 303,763 | 143.9M $ | 2.24 % | as of Apr 30, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 297,382 | 142.5M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 297,298 | 142.5M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 279,461 | 133.9M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 264,850 | 133.7M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | 276,425 | 132.5M $ | 2.09 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 279,221 | 132.2M $ | 1.77 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 274,712 | 130.1M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 268,466 | 128.6M $ | 1.58 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 250,946 | 126.7M $ | 1.56 % | as of Feb 28, 2026 · Original filing |
| JNL/Newton Equity Income Fund JNL Series Trust | 258,847 | 124M $ | 3.10 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 258,778 | 122.6M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 257,056 | 121.7M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 251,774 | 120.7M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Value Fund JNL Series Trust | 249,702 | 119.7M $ | 2.92 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 234,825 | 118.6M $ | 1.16 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 238,166 | 112.8M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 232,244 | 111.3M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 232,422 | 110.1M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 212,593 | 107.3M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 222,249 | 106.5M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| AMG Yacktman Fund AMG Funds | 220,000 | 105.4M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 217,936 | 104.4M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund VALIC Co I | 206,330 | 104.2M $ | 1.57 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 210,837 | 99.9M $ | 1.70 % | as of Apr 30, 2026 · Original filing |
| Principal U.S. Mega-Cap ETF Principal Exchange-Traded Funds | 206,013 | 98.7M $ | 3.42 % | as of Mar 31, 2026 · Original filing |
| Equity Index Portfolio PACIFIC SELECT FUND | 204,449 | 98M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 203,599 | 97.6M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Balanced Fund John Hancock Investment Trust | 204,845 | 97M $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 190,618 | 96.3M $ | 2.75 % | as of Feb 28, 2026 · Original filing |
| Focused Large Cap Value Fund American Century Capital Portfolios, Inc. | 197,700 | 94.7M $ | 3.41 % | as of Mar 31, 2026 · Original filing |
| Artisan Global Value Fund Artisan Partners Funds Inc. | 197,684 | 94.7M $ | 3.24 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX FUND GuideStone Funds | 195,454 | 93.7M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 179,968 | 90.9M $ | 1.10 % | as of Feb 28, 2026 · Original filing |
| MOA EQUITY INDEX FUND MoA Funds Corp | 189,281 | 90.7M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 190,869 | 90.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 186,532 | 89.4M $ | 3.38 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 184,977 | 88.6M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 185,181 | 87.7M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 181,688 | 87.1M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| Neuberger Quality Equity Fund NEUBERGER BERMAN EQUITY FUNDS | 169,003 | 85.3M $ | 3.36 % | as of Feb 28, 2026 · Original filing |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 177,408 | 85M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| Putnam Core Equity Fund Putnam Funds Trust | 178,332 | 84.5M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 176,167 | 84.4M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 175,071 | 83.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 162,350 | 82M $ | 1.47 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Value Fund JPMorgan Trust I | 169,917 | 81.4M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 152,919 | 77.2M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 149,301 | 75.4M $ | 1.41 % | as of Feb 28, 2026 · Original filing |
| U.S. Sector Rotation Fund John Hancock Funds II | 147,087 | 74.3M $ | 1.48 % | as of Feb 28, 2026 · Original filing |
| ProShares Ultra S&P500 ProShares Trust | 146,136 | 73.8M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 155,666 | 73.7M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| AB RELATIVE VALUE FUND, INC. AB RELATIVE VALUE FUND, INC. | 153,851 | 72.9M $ | 3.91 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 151,816 | 72.8M $ | 0.64 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Hedged Equity 2 Fund JPMorgan Trust IV | 151,478 | 72.6M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds | 150,842 | 71.4M $ | 1.49 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 140,989 | 71.2M $ | 1.44 % | as of Feb 28, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 141,498 | 67.8M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 133,512 | 67.4M $ | 1.54 % | as of Feb 28, 2026 · Original filing |
| Vistashares Target 15 Berkshire Select Income ETF Tidal Trust III | 142,152 | 67.3M $ | 8.99 % | as of Apr 30, 2026 · Original filing |
| Allspring Special Large Cap Value Fund ALLSPRING FUNDS TRUST | 140,381 | 66.5M $ | 3.35 % | as of Apr 30, 2026 · Original filing |
| Venerable Large Cap Index Fund Venerable Variable Insurance Trust | 138,067 | 66.2M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 129,675 | 65.5M $ | 1.53 % | as of Feb 28, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 135,398 | 64.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 134,093 | 64.3M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| Columbia Intrinsic Value Fund Columbia Funds Series Trust II | 126,500 | 63.9M $ | 2.21 % | as of Feb 28, 2026 · Original filing |
| GQG PARTNERS US SELECT QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III | 132,729 | 63.6M $ | 2.20 % | as of Mar 31, 2026 · Original filing |
| Voya VACS Index Series S Portfolio Voya Investors Trust | 129,204 | 61.9M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust | 124,048 | 58.7M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| iShares Total U.S. Stock Market Index Fund BlackRock Funds | 119,992 | 56.8M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| ProShares Ultra Financials ProShares Trust | 112,087 | 56.6M $ | 8.05 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI World ETF iShares, Inc. | 111,533 | 56.3M $ | 0.81 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 116,001 | 54.9M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| Brown Advisory Flexible Equity ETF ADVISORS' INNER CIRCLE III | 112,848 | 54.1M $ | 3.67 % | as of Mar 31, 2026 · Original filing |
| AST Large-Cap Value Portfolio Advanced Series Trust | 111,122 | 53.2M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 110,512 | 53M $ | 1.52 % | as of Mar 31, 2026 · Original filing |
| LargeCap Value Fund III Principal Funds, Inc | 111,116 | 52.6M $ | 2.33 % | as of Apr 30, 2026 · Original filing |
| EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust | 109,169 | 52.3M $ | 4.29 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust | 109,739 | 52M $ | 1.29 % | as of Apr 30, 2026 · Original filing |
| Partners III Opportunity Fund Weitz Funds | 108,000 | 51.8M $ | 16.50 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust | 107,914 | 51.7M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Focus ETF J.P. Morgan Exchange-Traded Fund Trust | 107,690 | 51.6M $ | 3.01 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS | 105,883 | 50.7M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 105,201 | 50.4M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 104,297 | 50M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 102,922 | 48.7M $ | 2.12 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Active Growth ETF J.P. Morgan Exchange-Traded Fund Trust | 98,927 | 47.4M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| GQG PARTNERS GLOBAL QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III | 98,465 | 47.2M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Large Cap Focused Fund Touchstone Strategic Trust | 98,108 | 47M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 92,762 | 46.8M $ | 1.55 % | as of Feb 28, 2026 · Original filing |
| SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST | 98,838 | 46.8M $ | 1.39 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Large Cap Value Fund Legg Mason Partners Investment Trust | 97,836 | 46.3M $ | 1.95 % | as of Apr 30, 2026 · Original filing |