Funds holding Carlyle Group Inc/The
405 funds declare a position · 116 ETFs and 289 other funds · 5B $ · US14316J1088
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| Income Fund of America Income Fund of America | 11,348,299 | 568.2M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Mid-Cap ETF iShares Trust | 8,591,538 | 415.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 8,016,209 | 387.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST | 6,716,200 | 325M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 5,817,412 | 281.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 5,515,753 | 276.2M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 5,148,929 | 257.8M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| MFS Mid Cap Growth Fund MFS Series Trust IV | 3,660,200 | 190.3M $ | 1.38 % | as of Feb 28, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,704,371 | 179.3M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,896,786 | 140.2M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund | 1,843,980 | 92.3M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Ariel Fund Ariel Investment Trust | 1,721,271 | 83.3M $ | 3.25 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 1,672,832 | 80.9M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,360,073 | 70.7M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 1,267,670 | 61.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Columbia Select Mid Cap Value Fund COLUMBIA FUNDS SERIES TRUST | 991,769 | 51.6M $ | 1.78 % | as of Feb 28, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,029,576 | 51.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 968,725 | 48.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 997,325 | 48.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Columbia Acorn Fund COLUMBIA ACORN TRUST | 950,835 | 46M $ | 2.05 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 787,800 | 41M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 804,375 | 38.9M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 641,736 | 32.1M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 608,100 | 31.6M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 614,618 | 29.7M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 601,055 | 29.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| William Blair Large Cap Growth Fund WILLIAM BLAIR FUNDS | 587,657 | 28.4M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 485,874 | 25.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 495,530 | 24.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 455,200 | 23.7M $ | 2.39 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 394,989 | 20.5M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 392,773 | 20.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 385,320 | 20M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 405,300 | 19.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Ariel Appreciation Fund Ariel Investment Trust | 394,133 | 19.1M $ | 2.18 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 376,211 | 18.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Natixis Oakmark Fund Natixis Funds Trust II | 339,784 | 16.4M $ | 1.52 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 332,308 | 16.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 318,680 | 15.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | 317,493 | 15.4M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 317,353 | 15.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Value Fund WisdomTree Trust | 293,490 | 14.2M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 267,166 | 13.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 267,863 | 13.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 261,838 | 12.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 249,243 | 12.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 239,056 | 12M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER VALUE FUND VANGUARD SCOTTSDALE FUNDS | 228,483 | 11.9M $ | 0.98 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 243,930 | 11.8M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 223,252 | 11.6M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 224,839 | 11.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 211,888 | 11M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds | 219,322 | 10.6M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 210,346 | 10.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 198,174 | 10.3M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 212,703 | 10.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| BlackRock Mid-Cap Value Fund BlackRock Mid-Cap Value Series, Inc. | 203,902 | 10.2M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 193,236 | 10M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 191,349 | 9.9M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 193,001 | 9.3M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Destinations Large Cap Equity Fund Brinker Capital Destinations Trust | 173,792 | 9M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 185,731 | 9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Acorn Fund COLUMBIA FUNDS VARIABLE SERIES TRUST | 182,369 | 8.8M $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 174,887 | 8.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Financial Industries Fund John Hancock Investment Trust II | 161,966 | 8.1M $ | 3.02 % | as of Apr 30, 2026 · Original filing |
| VanEck Alternative Asset Manager ETF VanEck ETF Trust | 164,339 | 8M $ | 4.48 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 163,392 | 7.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 152,048 | 7.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 151,457 | 7.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 155,421 | 7.8M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 152,936 | 7.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 157,000 | 7.6M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 155,826 | 7.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco Global Listed Private Equity ETF Invesco Exchange-Traded Fund Trust | 150,424 | 7.5M $ | 2.96 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 154,081 | 7.5M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 145,569 | 7.3M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| EQ/MFS Mid Cap Focused Growth Portfolio EQ Advisors Trust | 150,443 | 7.3M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 136,819 | 7.1M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| BlackRock High Equity Income Fund BlackRock Funds | 133,536 | 6.9M $ | 0.33 % | as of Feb 27, 2026 · Original filing |
| DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 143,300 | 6.9M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 132,400 | 6.9M $ | 0.70 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 142,168 | 6.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 141,217 | 6.8M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 140,696 | 6.8M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 130,406 | 6.8M $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 134,486 | 6.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 135,555 | 6.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 130,800 | 6.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 121,157 | 6.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 120,278 | 6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| GROWTH EQUITY FUND GuideStone Funds | 121,524 | 5.9M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 120,835 | 5.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 120,684 | 5.8M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 120,403 | 5.8M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 120,365 | 5.8M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 106,433 | 5.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 104,787 | 5.2M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 105,387 | 5.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 101,432 | 5.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 99,271 | 5M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 102,100 | 4.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 92,334 | 4.8M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Columbia Variable Portfolio - Select Mid Cap Value Fund Columbia Funds Variable Series Trust II | 99,079 | 4.8M $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 97,887 | 4.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 97,823 | 4.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 91,273 | 4.6M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II | 93,885 | 4.5M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 93,312 | 4.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 89,332 | 4.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 92,174 | 4.5M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| LVIP Blended Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 92,025 | 4.5M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 88,392 | 4.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| MFS Mid Cap Growth Series MFS VARIABLE INSURANCE TRUST | 91,216 | 4.4M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 90,748 | 4.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 83,293 | 4.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 88,400 | 4.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 88,066 | 4.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Sit Mid Cap Growth Fund SIT MID CAP GROWTH FUND INC | 85,700 | 4.1M $ | 2.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 82,600 | 4.1M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 85,207 | 4.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 82,164 | 4.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Frontier Mid Cap Growth Portfolio Brighthouse Funds Trust II | 84,303 | 4.1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 77,657 | 3.9M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 73,526 | 3.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 75,986 | 3.7M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 69,871 | 3.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| William Blair Growth Fund WILLIAM BLAIR FUNDS | 74,643 | 3.6M $ | 1.87 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 71,735 | 3.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| AB EQUITY INCOME FUND INC AB EQUITY INCOME FUND INC | 67,530 | 3.5M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 70,591 | 3.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS | 69,352 | 3.4M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| Financial Industries Trust John Hancock Variable Insurance Trust | 65,306 | 3.2M $ | 2.60 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 61,896 | 3.1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 60,842 | 3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 60,481 | 3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 61,624 | 3M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS | 60,809 | 2.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 54,704 | 2.8M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 54,653 | 2.8M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Thrivent Mid Cap Value ETF Thrivent ETF Trust | 58,717 | 2.8M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 58,526 | 2.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 58,466 | 2.8M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust | 57,223 | 2.8M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 55,068 | 2.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 51,013 | 2.7M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 54,356 | 2.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 53,974 | 2.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 50,174 | 2.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 50,000 | 2.5M $ | 3.08 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II | 48,951 | 2.4M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Dividend Value Fund VALIC Co I | 44,962 | 2.3M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 46,232 | 2.3M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 47,805 | 2.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 43,699 | 2.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 44,832 | 2.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 44,397 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 45,490 | 2.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 44,459 | 2.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 42,067 | 2.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| VanEck Morningstar SMID Moat ETF VanEck ETF Trust | 43,310 | 2.1M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 40,026 | 2.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 42,949 | 2.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 39,500 | 2.1M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 41,849 | 2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 40,921 | 2M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 39,490 | 2M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Miller Income Fund Advisor Managed Portfolios | 40,000 | 1.9M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 39,800 | 1.9M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 37,657 | 1.9M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 38,404 | 1.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 36,634 | 1.8M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 35,713 | 1.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 35,655 | 1.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Sit Dividend Growth Fund SIT MUTUAL FUNDS INC | 36,850 | 1.8M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 36,783 | 1.8M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 34,847 | 1.7M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 34,459 | 1.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 31,294 | 1.6M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 33,338 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| First Trust Dorsey Wright Momentum & Dividend ETF First Trust Exchange-Traded Fund VI | 33,027 | 1.6M $ | 2.55 % | as of Mar 31, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 31,843 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 30,127 | 1.6M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 32,000 | 1.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap Value ETF iShares Trust | 30,604 | 1.5M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 29,771 | 1.5M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 29,651 | 1.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 27,340 | 1.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| BlackRock Equity Dividend V.I. Fund BlackRock Variable Series Funds, Inc. | 29,100 | 1.4M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 27,835 | 1.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT FUNDS | 28,643 | 1.4M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust | 28,600 | 1.4M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 28,272 | 1.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 27,272 | 1.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 27,203 | 1.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 27,159 | 1.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| BlackRock Basic Value V.I. Fund BlackRock Variable Series Funds, Inc. | 27,816 | 1.3M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 26,089 | 1.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| M Capital Appreciation Fund M FUND INC | 25,579 | 1.2M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap ETF iShares Trust | 23,513 | 1.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Balanced K6 Fund Fidelity Puritan Trust | 21,987 | 1.1M $ | 0.05 % | as of Feb 28, 2026 · Original filing |