Titelia

Funds holding Comfort Systems USA Inc

903 funds declare a position · 249 ETFs and 654 other funds · 22.8B $ · US1999081045

Each line carries its report date. The 200 largest lines are shown.

FundSharesValueWeight
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,116,4131.5B $0.08 %as of Mar 31, 2026 · Original filing
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 895,5781.2B $0.09 %as of Mar 31, 2026 · Original filing
SMALLCAP World Fund Inc SMALLCAP World Fund Inc 861,6751.2B $1.47 %as of Mar 31, 2026 · Original filing
Fidelity 500 Index Fund Fidelity Concord Street Trust 447,875640.2M $0.09 %as of Feb 28, 2026 · Original filing
iShares Core S&P 500 ETF iShares Trust 453,229625M $0.09 %as of Mar 31, 2026 · Original filing
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 405,530559.2M $0.34 %as of Mar 31, 2026 · Original filing
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 379,828523.8M $0.26 %as of Mar 31, 2026 · Original filing
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 197,574363.6M $0.29 %as of Apr 30, 2026 · Original filing
First Trust RBA American Industrial Renaissance ETF First Trust Exchange-Traded Fund VI 254,301350.7M $4.18 %as of Mar 31, 2026 · Original filing
iShares Russell Mid-Cap Growth ETF iShares Trust 233,424321.9M $1.73 %as of Mar 31, 2026 · Original filing
VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS 228,005314.4M $0.10 %as of Mar 31, 2026 · Original filing
VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 226,919312.9M $0.81 %as of Mar 31, 2026 · Original filing
Fidelity Capital and Income Fund Fidelity Summer Street Trust 164,000301.8M $1.93 %as of Apr 30, 2026 · Original filing
FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust 216,711298.8M $2.67 %as of Mar 31, 2026 · Original filing
JPMorgan Mid Cap Growth Fund JPMorgan Trust II 211,460291.6M $2.56 %as of Mar 31, 2026 · Original filing
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 198,425273.6M $0.09 %as of Mar 31, 2026 · Original filing
State Street(R) Industrial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 197,375272.2M $0.96 %as of Mar 31, 2026 · Original filing
iShares MSCI USA Quality Factor ETF iShares Trust 147,218270.9M $0.54 %as of Apr 30, 2026 · Original filing
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 140,662258.9M $1.19 %as of Apr 30, 2026 · Original filing
Fidelity Blue Chip Growth Fund Fidelity Securities Fund 137,883253.7M $0.27 %as of Apr 30, 2026 · Original filing
Lord Abbett Growth Leaders Fund LORD ABBETT SECURITIES TRUST 134,321247.2M $3.27 %as of Apr 30, 2026 · Original filing
Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) 131,191241.4M $3.59 %as of Apr 30, 2026 · Original filing
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 128,856237.1M $0.47 %as of Apr 30, 2026 · Original filing
Fidelity Leveraged Company Stock Fund Fidelity Securities Fund 122,700225.8M $5.48 %as of Apr 30, 2026 · Original filing
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 155,894222.8M $0.10 %as of Feb 28, 2026 · Original filing
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 119,819220.5M $0.25 %as of Apr 30, 2026 · Original filing
American Funds Fundamental Investors American Funds Fundamental Investors 159,269219.6M $0.14 %as of Mar 31, 2026 · Original filing
JPMorgan Growth Advantage Fund J.P. Morgan Mutual Fund Investment Trust 149,265205.8M $1.02 %as of Mar 31, 2026 · Original filing
iShares Russell 1000 Growth ETF iShares Trust 140,268193.4M $0.17 %as of Mar 31, 2026 · Original filing
VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS 133,770184.5M $0.63 %as of Mar 31, 2026 · Original filing
iShares Russell Mid-Cap ETF iShares Trust 132,877183.2M $0.38 %as of Mar 31, 2026 · Original filing
Hood River Small-Cap Growth Fund Manager Directed Portfolios 128,037176.6M $3.39 %as of Mar 31, 2026 · Original filing
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 115,854165.6M $0.18 %as of Feb 28, 2026 · Original filing
Capital World Growth & Income Fund Capital World Growth & Income Fund 114,605163.8M $0.11 %as of Feb 28, 2026 · Original filing
Federated Hermes Kaufmann Small Cap Fund Federated Hermes Equity Funds 83,200153.1M $5.32 %as of Apr 30, 2026 · Original filing
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 110,657152.6M $1.51 %as of Mar 31, 2026 · Original filing
Federated Hermes Kaufmann Fund Federated Hermes Equity Funds 81,000149.1M $3.20 %as of Apr 30, 2026 · Original filing
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 77,958143.5M $0.10 %as of Apr 30, 2026 · Original filing
New Economy Fund New Economy Fund 90,153128.9M $0.29 %as of Feb 28, 2026 · Original filing
Harbor Small Cap Growth Fund HARBOR FUNDS 66,822123M $4.75 %as of Apr 30, 2026 · Original filing
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 83,776115.5M $1.25 %as of Mar 31, 2026 · Original filing
Franklin Small-Mid Cap Growth Fund Franklin Strategic Series 61,667113.5M $3.21 %as of Apr 30, 2026 · Original filing
Capital Group Global Growth Equity ETF Capital Group Global Growth Equity ETF 78,549112.3M $1.19 %as of Feb 28, 2026 · Original filing
VIP Mid Cap Portfolio Variable Insurance Products Fund III 76,900106M $1.33 %as of Mar 31, 2026 · Original filing
Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust 73,025104.4M $2.54 %as of Feb 28, 2026 · Original filing
Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust 55,794102.7M $1.17 %as of Apr 30, 2026 · Original filing
iShares S&P 500 Growth ETF iShares Trust 73,954102M $0.17 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 73,851101.8M $0.09 %as of Mar 31, 2026 · Original filing
Fidelity Advisor Strategic Income Fund Fidelity Advisor Series II 73,100100.8M $0.66 %as of Mar 31, 2026 · Original filing
Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST 67,48096.5M $0.19 %as of Feb 28, 2026 · Original filing
iShares MSCI USA Momentum Factor ETF iShares Trust 51,42494.6M $0.39 %as of Apr 30, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 65,77994M $0.08 %as of Feb 28, 2026 · Original filing
ClearBridge Select Fund Legg Mason Partners Investment Trust 50,40092.7M $2.89 %as of Apr 30, 2026 · Original filing
LargeCap Growth Fund I Principal Funds, Inc 49,67091.4M $1.48 %as of Apr 30, 2026 · Original filing
Artisan Mid Cap Fund Artisan Partners Funds Inc. 66,27791.4M $3.09 %as of Mar 31, 2026 · Original filing
Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust 49,46991M $0.21 %as of Apr 30, 2026 · Original filing
AB DISCOVERY GROWTH FUND, INC. AB DISCOVERY GROWTH FUND, INC. 49,29590.7M $3.37 %as of Apr 30, 2026 · Original filing
Putnam Small Cap Growth Fund Putnam Funds Trust 63,20487.2M $3.22 %as of Mar 31, 2026 · Original filing
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 46,78586.1M $2.02 %as of Apr 30, 2026 · Original filing
BlackRock Mid-Cap Growth Equity Portfolio BlackRock Funds 59,04684.4M $1.43 %as of Feb 27, 2026 · Original filing
VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 56,48180.7M $0.17 %as of Feb 28, 2026 · Original filing
JNL/JPMorgan MidCap Growth Fund JNL Series Trust 58,15780.2M $2.57 %as of Mar 31, 2026 · Original filing
LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. 43,37779.8M $3.60 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 43,15479.4M $0.18 %as of Apr 30, 2026 · Original filing
Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds 42,90279M $1.24 %as of Apr 30, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 52,15674.6M $0.08 %as of Feb 28, 2026 · Original filing
iShares U.S. Infrastructure ETF iShares Trust 53,97674.4M $2.01 %as of Mar 31, 2026 · Original filing
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. 52,57872.5M $1.70 %as of Mar 31, 2026 · Original filing
Invesco S&P 500 Pure Growth ETF Invesco Exchange-Traded Fund Trust 38,09770.1M $3.71 %as of Apr 30, 2026 · Original filing
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST 50,54969.7M $0.17 %as of Mar 31, 2026 · Original filing
CTIVP - Westfield Select Large Cap Growth Fund Columbia Funds Variable Series Trust II 50,22169.3M $4.41 %as of Mar 31, 2026 · Original filing
Global Growth Fund AMERICAN FUNDS INSURANCE SERIES 49,77068.6M $0.79 %as of Mar 31, 2026 · Original filing
Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust 46,99967.2M $0.08 %as of Feb 28, 2026 · Original filing
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 45,21362.3M $0.05 %as of Mar 31, 2026 · Original filing
AQR Long-Short Equity Fund AQR Funds 44,59261.5M $0.76 %as of Mar 31, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 44,35961.2M $0.08 %as of Mar 31, 2026 · Original filing
Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust 42,49058.6M $1.72 %as of Mar 31, 2026 · Original filing
THE HARTFORD MIDCAP FUND HARTFORD MUTUAL FUNDS, INC 31,71058.4M $1.65 %as of Apr 30, 2026 · Original filing
VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND 40,40457.8M $0.71 %as of Feb 28, 2026 · Original filing
Fidelity Advisor Capital and Income Fund Fidelity Advisor Series I 31,30057.6M $1.92 %as of Apr 30, 2026 · Original filing
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 39,86455M $1.81 %as of Mar 31, 2026 · Original filing
Allspring Growth Fund ALLSPRING FUNDS TRUST 29,68454.6M $1.75 %as of Apr 30, 2026 · Original filing
Fidelity Trend Fund Fidelity Trend Fund 39,40054.3M $1.31 %as of Mar 31, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 29,35854M $0.09 %as of Apr 30, 2026 · Original filing
Fidelity Blue Chip Growth K6 Fund Fidelity Securities Fund 29,04853.5M $0.27 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 28,67352.8M $0.13 %as of Apr 30, 2026 · Original filing
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 37,80652.1M $0.89 %as of Mar 31, 2026 · Original filing
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 28,14851.8M $0.06 %as of Apr 30, 2026 · Original filing
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 36,23051.8M $0.08 %as of Feb 28, 2026 · Original filing
Carillon Eagle Mid Cap Growth Fund Carillon Series Trust 36,65750.5M $1.06 %as of Mar 31, 2026 · Original filing
Fidelity Advisor Growth Opportunities Fund Fidelity Advisor Series I 35,30050.5M $0.17 %as of Feb 28, 2026 · Original filing
Invesco Dorsey Wright Momentum ETF Invesco Exchange-Traded Fund Trust 25,56047M $3.20 %as of Apr 30, 2026 · Original filing
Invesco Global Opportunities Fund AIM International Mutual Funds (Invesco International Mutual Funds) 25,34546.6M $2.05 %as of Apr 30, 2026 · Original filing
Columbia Select Mid Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I 32,22746.1M $2.33 %as of Feb 28, 2026 · Original filing
Neuberger Mid Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS 31,84945.5M $2.29 %as of Feb 28, 2026 · Original filing
Fidelity Series Blue Chip Growth Fund Fidelity Securities Fund 24,50045.1M $0.26 %as of Apr 30, 2026 · Original filing
S&P 500 Index Master Portfolio Master Investment Portfolio 32,15344.3M $0.09 %as of Mar 31, 2026 · Original filing
Janus Henderson Small/Mid Cap Growth Alpha ETF Janus Detroit Street Trust 23,90844M $4.49 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 23,31042.9M $0.11 %as of Apr 30, 2026 · Original filing
Dimensional US High Profitability ETF Dimensional ETF Trust 22,94642.2M $0.37 %as of Apr 30, 2026 · Original filing
JPMorgan Active Growth ETF J.P. Morgan Exchange-Traded Fund Trust 30,36441.9M $0.51 %as of Mar 31, 2026 · Original filing
iShares Core S&P U.S. Growth ETF iShares Trust 29,86341.2M $0.16 %as of Mar 31, 2026 · Original filing
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 29,42440.6M $0.73 %as of Mar 31, 2026 · Original filing
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 28,25040.4M $0.41 %as of Feb 28, 2026 · Original filing
Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust 21,65839.9M $0.49 %as of Apr 30, 2026 · Original filing
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 28,87239.8M $0.39 %as of Mar 31, 2026 · Original filing
Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund Touchstone Strategic Trust 28,72239.6M $2.20 %as of Mar 31, 2026 · Original filing
Nuveen Large Cap Growth Index Fund TIAA-CREF Funds 21,24139.1M $0.21 %as of Apr 30, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 20,82738.3M $0.09 %as of Apr 30, 2026 · Original filing
Invesco Technology Fund AIM Sector Funds (Invesco Sector Funds) 20,45837.6M $1.48 %as of Apr 30, 2026 · Original filing
AMG TimesSquare Mid Cap Growth Fund AMG Funds 26,94637.2M $2.47 %as of Mar 31, 2026 · Original filing
Yieldmax Ultra Option Income Strategy ETF Tidal Trust II 20,00036.8M $4.31 %as of Apr 30, 2026 · Original filing
Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds 19,78436.4M $1.42 %as of Apr 30, 2026 · Original filing
VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS 25,35236.2M $0.17 %as of Feb 28, 2026 · Original filing
Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust 25,34334.9M $0.55 %as of Mar 31, 2026 · Original filing
Mercer US Small/Mid Cap Equity Fund Mercer Funds 24,97234.4M $2.01 %as of Mar 31, 2026 · Original filing
iShares Russell 1000 ETF iShares Trust 24,90034.3M $0.08 %as of Mar 31, 2026 · Original filing
Voya Large Cap Growth Portfolio Voya Investors Trust 24,80134.2M $1.08 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 18,28033.6M $0.09 %as of Apr 30, 2026 · Original filing
VALUE LINE MID CAP FOCUSED FUND, INC. Value Line Mid Cap Focused Fund, Inc. 24,00033.1M $2.47 %as of Mar 31, 2026 · Original filing
Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I 22,68832.4M $1.94 %as of Feb 28, 2026 · Original filing
iShares Morningstar Mid-Cap Growth ETF iShares Trust 17,56432.3M $0.93 %as of Apr 30, 2026 · Original filing
Fidelity Enhanced Large Cap Growth ETF Fidelity Covington Trust 23,34232.2M $0.69 %as of Mar 31, 2026 · Original filing
Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust 22,40032M $0.59 %as of Feb 28, 2026 · Original filing
Fidelity Advisor Industrials Fund Fidelity Advisor Series VII 17,30231.8M $1.56 %as of Apr 30, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 22,43930.9M $1.63 %as of Mar 31, 2026 · Original filing
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 22,13630.5M $0.09 %as of Mar 31, 2026 · Original filing
Lord Abbett Growth Opportunities Fund LORD ABBETT RESEARCH FUND INC 21,21630.3M $4.41 %as of Feb 28, 2026 · Original filing
Small-MidCap Dividend Income Fund Principal Funds, Inc 21,12630.2M $1.75 %as of Feb 28, 2026 · Original filing
VANGUARD GLOBAL EQUITY FUND VANGUARD HORIZON FUNDS 21,84630.1M $0.43 %as of Mar 31, 2026 · Original filing
AQR Equity Market Neutral Fund AQR Funds 21,39529.5M $0.89 %as of Mar 31, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 20,39229.1M $0.08 %as of Feb 28, 2026 · Original filing
Invesco Building & Construction ETF Invesco Exchange-Traded Fund Trust 15,78829.1M $6.36 %as of Apr 30, 2026 · Original filing
BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. 20,28329M $0.82 %as of Feb 27, 2026 · Original filing
BlackRock Advantage Small Cap Core Fund BlackRock Funds 20,16128.8M $0.63 %as of Feb 27, 2026 · Original filing
Large Cap Index Master Portfolio Master Investment Portfolio 20,85128.8M $0.08 %as of Mar 31, 2026 · Original filing
Allspring Premier Large Company Growth Fund ALLSPRING FUNDS TRUST 15,55628.6M $2.12 %as of Apr 30, 2026 · Original filing
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 20,60628.4M $0.04 %as of Mar 31, 2026 · Original filing
Nomura Growth and Income Fund Delaware Group Equity Funds IV 20,52628.3M $1.57 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 19,21127.5M $0.24 %as of Feb 28, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 19,80227.3M $0.05 %as of Mar 31, 2026 · Original filing
Allspring SMID Cap Growth Fund ALLSPRING FUNDS TRUST 19,78727.3M $3.38 %as of Mar 31, 2026 · Original filing
Select Construction and Housing Portfolio Fidelity Select Portfolios 18,81526.9M $3.58 %as of Feb 28, 2026 · Original filing
Virtus KAR Mid-Cap Growth Fund Virtus Equity Trust 19,46726.8M $6.17 %as of Mar 31, 2026 · Original filing
CANTOR FITZGERALD LARGE CAP FOCUSED FUND Cantor Select Portfolios Trust 19,40026.8M $4.37 %as of Mar 31, 2026 · Original filing
Nuveen Quant Mid Cap Growth Fund TIAA-CREF Funds 14,35026.4M $3.86 %as of Apr 30, 2026 · Original filing
American Century U.S. Quality Growth ETF American Century ETF Trust 18,40826.3M $1.19 %as of Feb 28, 2026 · Original filing
JPMorgan Equity Focus ETF J.P. Morgan Exchange-Traded Fund Trust 18,88426M $1.52 %as of Mar 31, 2026 · Original filing
Fidelity Growth Strategies K6 Fund Fidelity Mt. Vernon Street Trust 17,99525.7M $2.53 %as of Feb 28, 2026 · Original filing
VOYA MIDCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust 18,59125.6M $2.98 %as of Mar 31, 2026 · Original filing
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 13,39124.6M $0.07 %as of Apr 30, 2026 · Original filing
Mid Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 17,83924.6M $2.56 %as of Mar 31, 2026 · Original filing
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 17,62024.3M $0.50 %as of Mar 31, 2026 · Original filing
Applied Finance Explorer Fund World Funds Trust 13,10624.1M $2.44 %as of Apr 30, 2026 · Original filing
Fidelity Contrafund Fidelity Contrafund 17,42524M $0.02 %as of Mar 31, 2026 · Original filing
Evercore Equity Fund Wall Street EWM Funds Trust 17,00023.4M $4.98 %as of Mar 31, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 16,96023.4M $0.08 %as of Mar 31, 2026 · Original filing
iShares ESG Aware MSCI USA ETF iShares Trust 16,19123.1M $0.15 %as of Feb 28, 2026 · Original filing
Hood River New Opportunities Fund Manager Directed Portfolios 16,77923.1M $3.51 %as of Mar 31, 2026 · Original filing
Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust 12,50723M $1.78 %as of Apr 30, 2026 · Original filing
Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I 16,60022.9M $1.37 %as of Mar 31, 2026 · Original filing
LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 16,38022.6M $1.73 %as of Mar 31, 2026 · Original filing
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 12,23922.5M $0.95 %as of Apr 30, 2026 · Original filing
PGIM Jennison Mid-Cap Growth Fund Prudential Jennison Mid-Cap Growth Fund, Inc. 15,51122.2M $1.19 %as of Feb 27, 2026 · Original filing
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 15,85521.9M $0.09 %as of Mar 31, 2026 · Original filing
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 15,66621.6M $0.53 %as of Mar 31, 2026 · Original filing
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 15,00021.4M $0.92 %as of Feb 28, 2026 · Original filing
SA JPMorgan Mid-Cap Growth Portfolio SUNAMERICA SERIES TRUST 11,48621.1M $3.18 %as of Apr 30, 2026 · Original filing
Schwab 1000 Index Fund SCHWAB INVESTMENTS 11,20320.6M $0.10 %as of Apr 30, 2026 · Original filing
SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 14,91320.6M $1.50 %as of Mar 31, 2026 · Original filing
iShares MSCI ACWI ETF iShares Trust 10,97220.2M $0.06 %as of Apr 30, 2026 · Original filing
Invesco V.I. Discovery Mid Cap Growth Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 14,50420M $2.92 %as of Mar 31, 2026 · Original filing
Fidelity Growth Company K6 Fund Fidelity Mt. Vernon Street Trust 13,77719.7M $0.09 %as of Feb 28, 2026 · Original filing
Invesco Dorsey Wright Industrials Momentum ETF Invesco Exchange-Traded Fund Trust 10,56719.4M $4.82 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 10,55019.4M $0.10 %as of Apr 30, 2026 · Original filing
Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST 10,46319.3M $0.93 %as of Apr 30, 2026 · Original filing
VOYA MIDCAP OPPORTUNITIES FUND Voya Equity Trust 13,42819.2M $2.96 %as of Feb 28, 2026 · Original filing
Congress SMid Growth ETF Professionally Managed Portfolios 10,38119.1M $4.41 %as of Apr 30, 2026 · Original filing
U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 10,31019M $0.31 %as of Apr 30, 2026 · Original filing
Fidelity Series Growth Company Fund Fidelity Mt. Vernon Street Trust 13,10018.7M $0.09 %as of Feb 28, 2026 · Original filing
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 13,05218.7M $0.26 %as of Feb 28, 2026 · Original filing
Fidelity Blue Chip Growth ETF Fidelity Covington Trust 9,97218.4M $0.30 %as of Apr 30, 2026 · Original filing
Value Line Small Cap Opportunities Fund, Inc. Value Line Small Cap Opportunities Fund, Inc. 13,10018.1M $2.32 %as of Mar 31, 2026 · Original filing
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 9,76918M $0.10 %as of Apr 30, 2026 · Original filing
iShares Russell 2500 ETF iShares Trust 12,96217.9M $0.69 %as of Mar 31, 2026 · Original filing
Nuveen ESG Mid-Cap Growth ETF NuShares ETF Trust 9,61517.7M $5.00 %as of Apr 30, 2026 · Original filing
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 12,52017.3M $0.08 %as of Mar 31, 2026 · Original filing
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 9,36217.2M $0.18 %as of Apr 30, 2026 · Original filing
Victory Aggressive Growth Fund Victory Portfolios III 9,12516.8M $0.63 %as of Apr 30, 2026 · Original filing
AMG GW&K Small/Mid Cap Core Fund AMG Funds 11,92616.4M $2.29 %as of Mar 31, 2026 · Original filing
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 8,91116.4M $0.10 %as of Apr 30, 2026 · Original filing
Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust 8,90116.4M $1.18 %as of Apr 30, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,83616.3M $0.20 %as of Apr 30, 2026 · Original filing
Invesco S&P 500 Equal Weight Industrials ETF Invesco Exchange-Traded Fund Trust 8,78816.2M $1.61 %as of Apr 30, 2026 · Original filing
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 8,75116.1M $0.14 %as of Apr 30, 2026 · Original filing
iShares U.S. Industrials ETF iShares Trust 8,74616.1M $0.81 %as of Apr 30, 2026 · Original filing
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 11,03515.8M $0.11 %as of Feb 28, 2026 · Original filing
Mid Cap Strategic Growth Fund VALIC Co I 11,03215.8M $1.45 %as of Feb 28, 2026 · Original filing
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 8,50715.7M $1.88 %as of Apr 30, 2026 · Original filing
VIP Index 500 Portfolio Variable Insurance Products Fund II 11,10715.3M $0.09 %as of Mar 31, 2026 · Original filing