Funds holding Caterpillar Inc
1094 funds declare a position · 338 ETFs and 756 other funds · 84.6B $ · US1491231015
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 | 14,774,691 | 10.5B $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 11,822,770 | 8.4B $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 5,955,631 | 4.4B $ | 0.59 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 5,983,758 | 4.2B $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 4,303,740 | 3B $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 2,696,641 | 2.4B $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 2,612,169 | 2.3B $ | 1.87 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,623,484 | 1.9B $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Industrial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 2,610,119 | 1.8B $ | 6.53 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 2,190,033 | 1.6B $ | 0.50 % | as of Feb 28, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,824,710 | 1.6B $ | 1.72 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Quality Factor ETF iShares Trust | 1,416,215 | 1.3B $ | 2.52 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,032,137 | 918.7M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND | 1,104,570 | 820.5M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 871,130 | 775.4M $ | 3.21 % | as of Apr 30, 2026 · Original filing |
| American Mutual Fund American Mutual Fund | 797,299 | 709.7M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 978,295 | 693.1M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Growth ETF iShares Trust | 977,783 | 692.7M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND GROWTH FUND VANGUARD SPECIALIZED FUNDS | 768,689 | 684.2M $ | 1.85 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 932,467 | 660.6M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Quality ETF Invesco Exchange-Traded Fund Trust | 732,733 | 652.2M $ | 3.78 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 875,087 | 650M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 800,000 | 566.8M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 735,970 | 521.4M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 692,961 | 514.8M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 668,308 | 473.5M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| State Farm Growth Fund Advisers Investment Trust | 668,252 | 473.4M $ | 5.31 % | as of Mar 31, 2026 · Original filing |
| MFS Value Fund MFS SERIES TRUST I | 604,447 | 449M $ | 0.80 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 486,431 | 433M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 584,699 | 414.2M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 584,466 | 414.1M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 536,454 | 398.5M $ | 4.90 % | as of Feb 28, 2026 · Original filing |
| New Perspective Fund New Perspective Fund | 556,452 | 394.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 546,224 | 387M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 482,036 | 358.1M $ | 0.56 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 503,495 | 356.7M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 395,971 | 352.5M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 388,578 | 345.9M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust | 470,047 | 333M $ | 5.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 372,587 | 331.6M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| Investment Co of America Investment Co of America | 461,986 | 327.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 459,358 | 325.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 351,495 | 312.9M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| Income Fund of America Income Fund of America | 349,177 | 310.8M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 424,035 | 300.4M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| Dimensional US High Profitability ETF Dimensional ETF Trust | 336,732 | 299.7M $ | 2.64 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 321,812 | 286.4M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 394,460 | 279.5M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 370,473 | 275.2M $ | 2.59 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 360,691 | 267.9M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 347,181 | 257.9M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| MFS Growth Fund MFS Series Trust II | 345,316 | 256.5M $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 337,026 | 250.4M $ | 1.14 % | as of Feb 28, 2026 · Original filing |
| Invesco American Franchise Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 335,323 | 249.1M $ | 1.51 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust | 276,875 | 246.4M $ | 3.03 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 274,733 | 244.5M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 326,550 | 242.6M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 330,516 | 234.2M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. | 325,680 | 230.7M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| Invesco Comstock Fund AIM Sector Funds (Invesco Sector Funds) | 254,401 | 226.4M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 317,652 | 225M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 312,300 | 221.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 309,487 | 219.3M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 244,094 | 217.3M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 241,416 | 214.9M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 238,288 | 212.1M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 290,535 | 205.8M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 288,015 | 204M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 271,920 | 202M $ | 0.52 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 279,388 | 197.9M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 276,693 | 196M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust | 257,978 | 191.6M $ | 1.60 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 253,653 | 188.4M $ | 1.57 % | as of Feb 28, 2026 · Original filing |
| Putnam Large Cap Growth Fund Putnam Investment Funds | 209,239 | 186.2M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 261,959 | 185.6M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 259,373 | 183.8M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 246,720 | 183.3M $ | 1.17 % | as of Feb 28, 2026 · Original filing |
| U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 194,722 | 173.3M $ | 2.84 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 231,751 | 172.2M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 239,170 | 169.4M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund | 188,338 | 167.6M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 235,279 | 166.7M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 229,821 | 162.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 180,922 | 161M $ | 1.95 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 224,216 | 158.8M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Infrastructure ETF iShares Trust | 219,126 | 155.2M $ | 4.20 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 205,161 | 152.4M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 212,127 | 150.3M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| AMCAP Fund AMCAP Fund | 199,678 | 148.3M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 165,152 | 147M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 100 ETF iShares Trust | 205,729 | 145.8M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 192,046 | 142.7M $ | 0.77 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 156,626 | 139.4M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 190,677 | 135.1M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 148,581 | 132.3M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 147,295 | 131.1M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 140,951 | 125.5M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| American Funds Global Insight Fund American Funds Global Insight Fund | 140,737 | 125.3M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 175,800 | 124.5M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 139,466 | 124.1M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 138,796 | 123.5M $ | 5.96 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 172,284 | 122.1M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 170,109 | 120.5M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Top 50 ETF Invesco Exchange-Traded Fund Trust | 134,196 | 119.4M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund, Inc. | 168,496 | 119.4M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 168,476 | 119.4M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| U.S. Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 133,971 | 119.2M $ | 2.75 % | as of Apr 30, 2026 · Original filing |
| Fundstrat Granny Shots US Large Cap ETF Tidal Trust III | 130,969 | 116.6M $ | 2.67 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 129,159 | 115M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Dow Index Fund JNL Series Trust | 161,550 | 114.5M $ | 9.36 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. | 150,699 | 111.9M $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Global Stock Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. | 123,366 | 109.8M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 154,056 | 109.1M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| State Farm Balanced Fund Advisers Investment Trust | 152,860 | 108.3M $ | 4.14 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 121,400 | 108.1M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 150,000 | 106.3M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 142,163 | 105.6M $ | 0.67 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 117,818 | 104.9M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Growth Opportunities Fund Fidelity Advisor Series I | 140,200 | 104.1M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 146,848 | 104M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 116,473 | 103.7M $ | 1.61 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Industrials ETF iShares Trust | 116,403 | 103.6M $ | 5.20 % | as of Apr 30, 2026 · Original filing |
| Capital Group Growth ETF Capital Group Growth ETF | 139,409 | 103.6M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| JNL/BlackRock Large Cap Select Growth Fund JNL Series Trust | 144,819 | 102.6M $ | 2.75 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 143,669 | 101.8M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 143,275 | 101.5M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 135,534 | 100.7M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS | 133,555 | 99.2M $ | 1.05 % | as of Feb 28, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 111,019 | 98.8M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 136,695 | 96.8M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 105,933 | 94.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 105,922 | 94.3M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 132,579 | 93.9M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| BlackRock Capital Appreciation Fund, Inc. BlackRock Capital Appreciation Fund, Inc. | 123,959 | 92.1M $ | 2.62 % | as of Feb 27, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 102,087 | 90.9M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 125,621 | 89M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Capital Income Builder Capital Income Builder | 98,239 | 87.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 97,976 | 87.2M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| Gateway Fund Gateway Trust | 121,157 | 85.8M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 95,505 | 85M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Invesco Discovery Large Cap Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 112,120 | 83.3M $ | 1.44 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 86,529 | 77M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 85,834 | 76.4M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| THRIVENT LARGE CAP GROWTH FUND Thrivent Mutual Funds | 85,670 | 76.3M $ | 1.75 % | as of Apr 30, 2026 · Original filing |
| MFS Research Fund MFS Series Trust V | 106,629 | 75.5M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 100,997 | 75M $ | 0.73 % | as of Feb 28, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 104,206 | 73.8M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Fidelity Focused Stock Fund Fidelity Capital Trust | 82,000 | 73M $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 102,809 | 72.8M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 81,054 | 72.1M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| iShares Global 100 ETF iShares Trust | 101,205 | 71.7M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| Principal U.S. Mega-Cap ETF Principal Exchange-Traded Funds | 99,233 | 70.3M $ | 2.43 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 94,187 | 70M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 98,481 | 69.8M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 96,377 | 68.3M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 95,180 | 67.4M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 74,810 | 66.6M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| Capital Group Core Equity ETF Capital Group Core Equity ETF | 87,200 | 64.8M $ | 0.72 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 71,752 | 63.9M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 71,391 | 63.5M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 89,580 | 63.5M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Industrials Fund Fidelity Advisor Series VII | 69,600 | 62M $ | 3.04 % | as of Apr 30, 2026 · Original filing |
| MFS Core Equity Fund MFS SERIES TRUST I | 82,801 | 61.5M $ | 0.97 % | as of Feb 28, 2026 · Original filing |
| American Funds Global Balanced Fund American Funds Global Balanced Fund | 68,900 | 61.3M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Columbia Select Large Cap Value Fund Columbia Funds Series Trust II | 82,302 | 61.1M $ | 1.94 % | as of Feb 28, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 79,818 | 59.3M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 77,477 | 57.6M $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| Old Westbury All Cap Core Fund Old Westbury Funds Inc | 62,676 | 55.8M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 78,730 | 55.8M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Neuberger Long Short Fund NEUBERGER BERMAN ALTERNATIVE FUNDS | 62,098 | 55.3M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 61,913 | 55.1M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| Invesco Summit Fund AIM Equity Funds (Invesco Equity Funds) | 61,380 | 54.6M $ | 1.56 % | as of Apr 30, 2026 · Original filing |
| FT Vest S&P 500 Dividend Aristocrats Target Income ETF First Trust Exchange-Traded Fund IV | 61,252 | 54.5M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| THRIVENT LARGE CAP GROWTH PORTFOLIO Thrivent Series Fund, Inc. | 75,535 | 53.5M $ | 1.87 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 75,472 | 53.5M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 74,080 | 52.5M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Value Fund JNL Series Trust | 74,000 | 52.4M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 58,775 | 52.3M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| NYLI Winslow Large Cap Growth Fund NEW YORK LIFE INVESTMENTS FUNDS | 58,400 | 52M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Artisan Focus Fund Artisan Partners Funds Inc. | 72,900 | 51.6M $ | 4.51 % | as of Mar 31, 2026 · Original filing |
| The Gabelli Asset Fund Gabelli Asset Fund | 70,992 | 50.3M $ | 3.21 % | as of Mar 31, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 70,910 | 50.2M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 67,296 | 50M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| Neuberger Large Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 66,830 | 49.6M $ | 2.03 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 55,088 | 49M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 65,988 | 49M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| ARK Autonomous Technology & Robotics ETF ARK ETF Trust | 54,839 | 48.8M $ | 2.32 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust | 64,464 | 47.9M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Top 200 Value ETF iShares Trust | 67,233 | 47.6M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 64,039 | 47.6M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 66,866 | 47.4M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Large-Cap Growth ETF NuShares ETF Trust | 52,904 | 47.1M $ | 1.81 % | as of Apr 30, 2026 · Original filing |
| TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio | 65,050 | 46.1M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| Aptus Collared Investment Opportunity ETF ETF Series Solutions | 50,691 | 45.1M $ | 1.98 % | as of Apr 30, 2026 · Original filing |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 50,369 | 44.8M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Columbia Variable Portfolio - Select Large Cap Value Fund Columbia Funds Variable Series Trust II | 63,164 | 44.7M $ | 1.97 % | as of Mar 31, 2026 · Original filing |
| Franklin Equity Income Fund Franklin Investors Securities Trust | 50,000 | 44.5M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| ProShares UltraPro Dow30 ProShares Trust | 59,488 | 44.2M $ | 5.86 % | as of Feb 28, 2026 · Original filing |
| BlackRock Capital Appreciation Portfolio Brighthouse Funds Trust II | 60,554 | 42.9M $ | 2.65 % | as of Mar 31, 2026 · Original filing |
| BlackRock Large Cap Focus Growth Fund, Inc. BlackRock Large Cap Focus Growth Fund, Inc. | 57,505 | 42.7M $ | 2.61 % | as of Feb 27, 2026 · Original filing |