Funds holding CBRE Group Inc
866 funds declare a position · 236 ETFs and 630 other funds · 16.7B $ · US12504L1098
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 11,048,540 | 1.6B $ | 2.25 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 9,376,376 | 1.3B $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| MidCap Fund Principal Funds, Inc | 7,299,942 | 1B $ | 4.14 % | as of Apr 30, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 7,383,108 | 1B $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,374,394 | 863.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 3,730,518 | 550.8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 3,736,449 | 506.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,730,550 | 369.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 2,405,777 | 325.9M $ | 4.46 % | as of Mar 31, 2026 · Original filing |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 1,958,794 | 279.6M $ | 2.64 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,918,702 | 259.9M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Growth Fund MFS Series Trust IV | 1,607,075 | 237.3M $ | 1.72 % | as of Feb 28, 2026 · Original filing |
| Oakmark Select Fund HARRIS ASSOCIATES INVESTMENT TRUST | 1,689,752 | 228.9M $ | 3.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,638,272 | 221.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,274,273 | 181.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST | 1,335,000 | 180.8M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| MFS Growth Fund MFS Series Trust II | 1,181,548 | 174.5M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| Allspring Special Mid Cap Value Fund ALLSPRING FUNDS TRUST | 1,174,500 | 159.1M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,101,409 | 157.2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,136,664 | 154M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Invesco Equity and Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 970,524 | 143.3M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| Parnassus Value Equity Fund Parnassus Funds | 1,052,858 | 142.6M $ | 3.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 980,000 | 139.9M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Mid Cap Growth Fund JPMorgan Trust II | 933,607 | 126.5M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Real Estate ETF iShares Trust | 918,178 | 124.4M $ | 3.13 % | as of Mar 31, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Mid Cap Fund Touchstone Funds Group Trust | 913,385 | 123.7M $ | 2.83 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Growth Advantage Fund J.P. Morgan Mutual Fund Investment Trust | 865,158 | 117.2M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund, Inc. | 806,570 | 109.3M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios | 761,258 | 108.7M $ | 3.32 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 704,067 | 100.5M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Quality Factor ETF iShares Trust | 679,579 | 97M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Putnam Large Cap Growth Fund Putnam Investment Funds | 670,620 | 95.7M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 645,710 | 92.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI Real Estate Fund Fidelity Summer Street Trust | 636,583 | 90.9M $ | 3.34 % | as of Apr 30, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 626,217 | 89.4M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 604,554 | 86.3M $ | 2.72 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 610,715 | 82.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 607,410 | 82.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 605,099 | 82M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 547,747 | 80.9M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Invesco Growth and Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 487,324 | 72M $ | 1.64 % | as of Feb 28, 2026 · Original filing |
| Baron Real Estate Fund BARON SELECT FUNDS | 528,148 | 71.5M $ | 3.32 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 503,994 | 68.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| BARON ASSET FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 496,323 | 67.2M $ | 2.03 % | as of Mar 31, 2026 · Original filing |
| Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) | 458,589 | 65.5M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 472,800 | 64M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 433,338 | 64M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Putnam Core Equity Fund Putnam Funds Trust | 405,904 | 57.9M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Select Fund Legg Mason Partners Investment Trust | 402,571 | 57.5M $ | 1.79 % | as of Apr 30, 2026 · Original filing |
| Invesco Discovery Large Cap Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 350,907 | 51.8M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 381,216 | 51.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 357,000 | 51M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 367,153 | 49.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Artisan Mid Cap Fund Artisan Partners Funds Inc. | 356,324 | 48.3M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 336,141 | 48M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 346,495 | 46.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Parnassus Mid Cap Fund Parnassus Funds | 343,588 | 46.5M $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 342,135 | 46.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Invesco American Franchise Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 311,242 | 46M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 301,288 | 44.5M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 327,806 | 44.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust | 299,600 | 44.2M $ | 0.81 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 321,549 | 43.6M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 285,210 | 40.7M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 277,795 | 39.6M $ | 2.75 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 292,677 | 39.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 271,159 | 38.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Fundamental Equity Fund LORD ABBETT SECURITIES TRUST | 269,506 | 38.5M $ | 1.74 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 268,076 | 38.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Artisan Global Opportunities Fund Artisan Partners Funds Inc. | 281,529 | 38.1M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 264,662 | 37.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| PGIM Jennison Mid-Cap Growth Fund Prudential Jennison Mid-Cap Growth Fund, Inc. | 251,524 | 37.1M $ | 1.99 % | as of Feb 27, 2026 · Original filing |
| Nuveen Real Estate Securities Select Fund TIAA-CREF Funds | 270,973 | 36.7M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 251,897 | 36M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 261,614 | 35.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Franklin Equity Income Fund Franklin Investors Securities Trust | 247,500 | 35.3M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| JNL/JPMorgan MidCap Growth Fund JNL Series Trust | 256,766 | 34.8M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 241,232 | 34.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 227,450 | 33.6M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 247,717 | 33.6M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 247,361 | 33.5M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GLOBAL EQUITY FUND VANGUARD HORIZON FUNDS | 246,310 | 33.4M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 245,865 | 33.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 223,728 | 31.9M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 213,360 | 31.5M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| THRIVENT LARGE CAP VALUE FUND Thrivent Mutual Funds | 214,844 | 30.7M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 224,788 | 30.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 203,168 | 30M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | 220,754 | 29.9M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 219,392 | 29.7M $ | 2.71 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 218,947 | 29.7M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 198,421 | 29.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 204,410 | 29.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 211,771 | 28.7M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 211,249 | 28.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 185,091 | 27.3M $ | 0.91 % | as of Feb 28, 2026 · Original filing |
| State Street U.S. Core Equity Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 191,188 | 25.9M $ | 0.69 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 191,150 | 25.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 171,033 | 25.3M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 172,339 | 24.6M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 171,856 | 24.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 180,933 | 24.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 180,537 | 24.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Active Growth ETF J.P. Morgan Exchange-Traded Fund Trust | 176,010 | 23.8M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| BBH Select Mid Cap ETF BBH Trust | 163,899 | 23.4M $ | 4.49 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 158,108 | 23.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 155,538 | 23M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 154,421 | 22.8M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 154,303 | 22.8M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| AMG TimesSquare Mid Cap Growth Fund AMG Funds | 167,240 | 22.7M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 166,030 | 22.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 150,661 | 21.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 148,004 | 21.1M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 155,129 | 21M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Mid Cap Value Fund JANUS INVESTMENT FUND | 154,697 | 21M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| Nicholas II, Inc. Nicholas II, Inc. | 141,770 | 20.2M $ | 2.30 % | as of Apr 30, 2026 · Original filing |
| Invesco V.I. Growth and Income Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 149,019 | 20.2M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| AB Global Core Equity Portfolio AB CAP FUND, INC. | 145,781 | 19.7M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| Invesco Large Cap Value ETF Invesco Exchange-Traded Fund Trust | 138,311 | 19.7M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 141,927 | 19.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC | 141,706 | 19.2M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| MidCap Account Principal Variable Contract Funds, Inc | 139,381 | 18.9M $ | 3.78 % | as of Mar 31, 2026 · Original filing |
| Ariel Appreciation Fund Ariel Investment Trust | 136,223 | 18.5M $ | 2.11 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 134,790 | 18.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Third Avenue Real Estate Value Fund Third Avenue Trust | 127,532 | 18.2M $ | 5.95 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 131,703 | 17.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 118,100 | 17.4M $ | 0.42 % | as of Feb 28, 2026 · Original filing |
| Oakmark U.S. Large Cap ETF Harris Oakmark ETF Trust | 127,868 | 17.3M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| Global Concentrated Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 125,373 | 17M $ | 4.68 % | as of Mar 31, 2026 · Original filing |
| Allspring Special Large Cap Value Fund ALLSPRING FUNDS TRUST | 111,742 | 15.9M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 117,384 | 15.9M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 106,746 | 15.8M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 107,649 | 15.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 103,147 | 14.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| AST Large-Cap Growth Portfolio Advanced Series Trust | 106,294 | 14.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 104,467 | 14.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. Equity and Income Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 102,352 | 13.9M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 101,966 | 13.8M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 96,210 | 13.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 96,062 | 13.7M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Evercore Equity Fund Wall Street EWM Funds Trust | 99,125 | 13.4M $ | 2.85 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 92,990 | 13.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 92,459 | 13.2M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 97,400 | 13.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 91,948 | 13.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 88,725 | 13.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Shelton Equity Income Fund SHELTON FUNDS | 88,300 | 13M $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| Invesco Global Opportunities Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 88,745 | 12.7M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 85,101 | 12.6M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 87,210 | 12.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 91,706 | 12.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 91,304 | 12.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 88,614 | 12M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 87,857 | 11.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 82,801 | 11.8M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 85,000 | 11.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 80,658 | 11.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 77,735 | 11.5M $ | 1.01 % | as of Feb 28, 2026 · Original filing |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 77,705 | 11.5M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 79,743 | 11.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 81,800 | 11.1M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | 81,633 | 11.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 81,480 | 11M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| US Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 81,364 | 11M $ | 2.89 % | as of Mar 31, 2026 · Original filing |
| Applied Finance Select Fund World Funds Trust | 76,619 | 10.9M $ | 1.65 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 80,286 | 10.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 79,312 | 10.7M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| Marsico Midcap Growth Focus Fund MARSICO INVESTMENT FUND | 78,825 | 10.7M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| Natixis U.S. Equity Opportunities Fund Natixis Funds Trust I | 77,800 | 10.5M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 73,575 | 10.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| EQ/MFS Mid Cap Focused Growth Portfolio EQ Advisors Trust | 76,977 | 10.4M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 69,480 | 9.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 67,103 | 9.9M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| DF DENT MIDCAP GROWTH FUND FORUM FUNDS | 72,613 | 9.8M $ | 3.75 % | as of Mar 31, 2026 · Original filing |
| DWS Capital Growth Fund DEUTSCHE DWS INVESTMENT TRUST | 72,131 | 9.8M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 65,999 | 9.7M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 64,356 | 9.5M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 66,053 | 9.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Putnam VT Large Cap Growth Fund Putnam Variable Trust | 68,665 | 9.3M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 64,087 | 9.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 65,157 | 8.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 61,181 | 8.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 64,202 | 8.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 60,859 | 8.7M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 62,376 | 8.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Growth and Income Portfolio LORD ABBETT SERIES FUND INC | 62,070 | 8.4M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 58,673 | 8.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Brown Advisory Sustainable Value ETF ADVISORS' INNER CIRCLE III | 61,362 | 8.3M $ | 2.56 % | as of Mar 31, 2026 · Original filing |
| MFS Growth Series MFS VARIABLE INSURANCE TRUST | 60,362 | 8.2M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 60,186 | 8.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 56,917 | 8.1M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Natixis Oakmark Fund Natixis Funds Trust II | 59,344 | 8M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 58,300 | 7.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 53,310 | 7.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 57,547 | 7.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 53,952 | 7.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 53,940 | 7.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 55,798 | 7.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| NEOS Real Estate High Income ETF NEOS ETF Trust | 55,476 | 7.5M $ | 3.19 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 50,637 | 7.5M $ | 0.07 % | as of Feb 28, 2026 · Original filing |