Funds holding Brown & Brown Inc
565 funds declare a position · 166 ETFs and 399 other funds · 8.6B $ · US1152361010
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| MidCap Fund Principal Funds, Inc | 11,364,506 | 683.6M $ | 2.71 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 9,197,085 | 599.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 7,724,283 | 503.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 7,438,299 | 485.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,249,264 | 407.5M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| First Eagle Global Fund First Eagle Funds | 6,318,410 | 380.1M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 4,921,223 | 353.4M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 3,736,719 | 268.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 3,765,627 | 245.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Investment Co of America Investment Co of America | 3,706,245 | 241.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,676,875 | 174.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust | 2,132,628 | 153.2M $ | 1.28 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,131,844 | 153.1M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 2,467,603 | 148.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 2,200,878 | 143.5M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Allspring Special Mid Cap Value Fund ALLSPRING FUNDS TRUST | 2,008,700 | 131M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 1,983,540 | 129.3M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 1,745,217 | 113.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 1,507,741 | 108.3M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,650,545 | 107.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 1,644,093 | 98.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 1,325,900 | 95.2M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 1,330,473 | 86.8M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 1,314,600 | 85.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| FAM VALUE FUND Fenimore Asset Management Trust | 1,257,292 | 82M $ | 4.83 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 1,126,563 | 73.5M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 1,187,857 | 71.4M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,087,882 | 70.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Parnassus Core Equity Fund Parnassus Funds II | 1,076,435 | 70.2M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Madison Mid Cap Fund MADISON FUNDS | 1,129,060 | 67.9M $ | 3.80 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 1,107,500 | 66.6M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,052,715 | 63.3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 964,468 | 62.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 932,722 | 60.8M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 763,400 | 49.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| New Economy Fund New Economy Fund | 619,500 | 44.5M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| FT Vest S&P 500 Dividend Aristocrats Target Income ETF First Trust Exchange-Traded Fund IV | 711,082 | 42.8M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 617,353 | 40.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 548,320 | 39.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 598,260 | 39M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 647,082 | 38.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 591,105 | 38.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Nomura Mid Cap Growth Fund IVY FUNDS | 547,304 | 35.7M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 483,807 | 34.7M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Stock Fund Fidelity Concord Street Trust | 570,300 | 34.3M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 505,858 | 33M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 446,686 | 32.1M $ | 1.92 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 489,683 | 31.9M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Mid-Cap Core Fund Virtus Equity Trust | 488,590 | 31.9M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 434,673 | 31.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VALUE LINE MID CAP FOCUSED FUND, INC. Value Line Mid Cap Focused Fund, Inc. | 444,900 | 29M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 462,892 | 27.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 383,964 | 25M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust | 375,000 | 24.5M $ | 2.65 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 365,030 | 23.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Champlain MidCap Fund ADVISORS' INNER CIRCLE FUND II | 356,000 | 23.2M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 345,373 | 22.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 339,907 | 22.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 339,707 | 22.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 300,764 | 21.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 321,752 | 21M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | 294,500 | 19.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Capital Group Core Balanced ETF Capital Group Core Balanced ETF | 276,951 | 18.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 271,576 | 17.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 245,005 | 16M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions | 235,979 | 15.4M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 211,329 | 15.2M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 249,639 | 15M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 242,419 | 14.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MidCap Account Principal Variable Contract Funds, Inc | 222,354 | 14.5M $ | 2.90 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 236,238 | 14.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 227,104 | 13.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 205,825 | 13.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 204,958 | 13.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 220,000 | 13.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| BBH Select Mid Cap ETF BBH Trust | 215,870 | 13M $ | 2.49 % | as of Apr 30, 2026 · Original filing |
| Select Insurance Portfolio Fidelity Select Portfolios | 177,200 | 12.7M $ | 1.90 % | as of Feb 28, 2026 · Original filing |
| First Eagle U.S. Fund First Eagle Funds | 211,288 | 12.7M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 192,200 | 12.5M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 171,992 | 12.4M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 170,320 | 12.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 184,943 | 12.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | 183,700 | 12M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| AVE MARIA VALUE FUND Schwartz Investment Trust | 180,400 | 11.8M $ | 2.25 % | as of Mar 31, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 158,700 | 11.4M $ | 1.16 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 154,503 | 11.1M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 183,100 | 11M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 167,800 | 10.9M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 181,359 | 10.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 151,107 | 10.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 150,260 | 10.8M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 164,540 | 10.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 162,861 | 10.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 176,254 | 10.6M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds | 162,315 | 10.6M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 175,918 | 10.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II | 156,633 | 10.2M $ | 1.72 % | as of Mar 31, 2026 · Original filing |
| Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II | 137,463 | 9.9M $ | 3.56 % | as of Feb 28, 2026 · Original filing |
| AMG TimesSquare Mid Cap Growth Fund AMG Funds | 145,703 | 9.5M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 157,552 | 9.5M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 151,858 | 9.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 138,526 | 9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 134,723 | 8.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 130,844 | 8.5M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| Artisan Mid Cap Value Fund Artisan Partners Funds Inc. | 128,487 | 8.4M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 138,669 | 8.3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 127,679 | 8.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Clarkston Partners Fund ALPS SERIES TRUST | 125,000 | 8.2M $ | 2.60 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 121,286 | 7.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | 116,230 | 7.6M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 113,211 | 7.4M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 112,520 | 7.3M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| Running Oak Efficient Growth ETF Strategic Trust | 99,491 | 7.1M $ | 1.85 % | as of Feb 28, 2026 · Original filing |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 99,023 | 7.1M $ | 1.83 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 97,200 | 7M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 106,600 | 7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| First Eagle Global Income Builder Fund First Eagle Funds | 114,040 | 6.9M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 100,032 | 6.5M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 99,344 | 6.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 88,117 | 6.3M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 103,372 | 6.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 92,400 | 6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 97,372 | 5.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 96,000 | 5.8M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 85,869 | 5.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 92,882 | 5.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 85,422 | 5.6M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 91,514 | 5.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. | 74,309 | 5.3M $ | 4.07 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 80,828 | 5.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 87,381 | 5.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| AMG River Road Mid Cap Value Fund AMG Funds IV | 87,043 | 5.2M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 78,226 | 5.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| DF DENT MIDCAP GROWTH FUND FORUM FUNDS | 78,204 | 5.1M $ | 1.94 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 78,180 | 5.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 81,267 | 4.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 74,825 | 4.9M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 67,159 | 4.8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 75,568 | 4.5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 62,092 | 4.5M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 74,131 | 4.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 65,468 | 4.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Fund ULTRA SERIES FUND | 65,243 | 4.3M $ | 4.17 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 64,688 | 4.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 69,214 | 4.2M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Systematic Value Fund VALIC Co I | 57,438 | 4.1M $ | 0.75 % | as of Feb 28, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 68,237 | 4.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 68,125 | 4.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 62,000 | 4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Nomura VIP Mid Cap Growth Series Ivy Variable Insurance Portfolios | 61,756 | 4M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 66,612 | 4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 61,426 | 4M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 60,641 | 4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 60,247 | 3.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 61,700 | 3.7M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 56,884 | 3.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 61,645 | 3.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 50,230 | 3.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 49,384 | 3.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 54,000 | 3.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Fidelity Balanced K6 Fund Fidelity Puritan Trust | 48,450 | 3.5M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 48,256 | 3.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 47,423 | 3.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 52,175 | 3.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 56,529 | 3.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 56,518 | 3.4M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 56,400 | 3.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Clarkston Founders Fund ALPS SERIES TRUST | 52,000 | 3.4M $ | 2.07 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 56,010 | 3.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 54,404 | 3.3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 49,700 | 3.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 49,551 | 3.2M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 47,442 | 3.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 43,064 | 3.1M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 46,600 | 3M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| EQ/Capital Group Research Portfolio EQ Advisors Trust | 46,457 | 3M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust | 42,070 | 3M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 50,189 | 3M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| Allspring Mid Cap Value Portfolio Brighthouse Funds Trust I | 45,838 | 3M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 49,602 | 3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 48,876 | 2.9M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL-MID CORE EQUITY Capitol Series Trust | 44,943 | 2.9M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 44,616 | 2.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 44,194 | 2.9M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 39,942 | 2.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 43,200 | 2.8M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Victory Integrity Mid-Cap Value Fund Victory Portfolios | 42,078 | 2.7M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| Clarkston Fund ALPS SERIES TRUST | 42,000 | 2.7M $ | 2.80 % | as of Mar 31, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 41,383 | 2.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 37,519 | 2.7M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 41,218 | 2.7M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| The Osterweis Fund Professionally Managed Portfolios | 40,150 | 2.6M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| 1919 Financial Services Fund Advisor Managed Portfolios | 39,801 | 2.6M $ | 2.73 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 42,711 | 2.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Parnassus Core Select ETF Parnassus Funds II | 38,605 | 2.5M $ | 1.91 % | as of Mar 31, 2026 · Original filing |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 38,344 | 2.5M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 34,462 | 2.5M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 36,740 | 2.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 36,111 | 2.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 35,603 | 2.3M $ | 0.80 % | as of Mar 31, 2026 · Original filing |