Funds holding Elevance Health Inc
885 funds declare a position · 254 ETFs and 631 other funds · 24.5B $ · US0367521038
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 6,796,649 | 2B $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 5,433,122 | 1.6B $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 3,287,206 | 1.2B $ | 1.90 % | as of Apr 30, 2026 · Original filing |
| First Eagle Global Fund First Eagle Funds | 2,844,869 | 1.1B $ | 1.43 % | as of Apr 30, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 2,828,270 | 905M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 2,838,919 | 831.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HEALTH CARE FUND VANGUARD SPECIALIZED FUNDS | 1,858,361 | 699.5M $ | 1.90 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 2,085,163 | 610.4M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,041,731 | 597.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST | 1,820,000 | 532.8M $ | 2.18 % | as of Mar 31, 2026 · Original filing |
| MFS Value Fund MFS SERIES TRUST I | 1,513,108 | 484.2M $ | 0.86 % | as of Feb 28, 2026 · Original filing |
| VANGUARD DIVIDEND GROWTH FUND VANGUARD SPECIALIZED FUNDS | 1,268,926 | 477.6M $ | 1.29 % | as of Apr 30, 2026 · Original filing |
| State Street(R) Health Care Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 1,606,111 | 470.2M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 1,212,418 | 456.4M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,206,454 | 353.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 857,612 | 322.8M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund | 712,001 | 268M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 903,736 | 264.6M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 686,979 | 258.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| GMO Quality Fund GMO TRUST | 759,284 | 243M $ | 2.01 % | as of Feb 28, 2026 · Original filing |
| Invesco Comstock Fund AIM Sector Funds (Invesco Sector Funds) | 640,475 | 241.1M $ | 1.68 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 582,271 | 219.2M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HEALTH CARE INDEX FUND VANGUARD WORLD FUND | 665,105 | 212.8M $ | 1.05 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 689,422 | 201.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 676,000 | 197.9M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 636,564 | 186.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 489,516 | 184.3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Fundamental Large Cap Core Fund John Hancock Investment Trust | 485,535 | 182.8M $ | 2.90 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 476,370 | 179.3M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 554,630 | 162.4M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| Invesco Value Opportunities Fund AIM Sector Funds (Invesco Sector Funds) | 417,071 | 157M $ | 1.86 % | as of Apr 30, 2026 · Original filing |
| Sequoia Fund Inc Sequoia Fund Inc | 532,467 | 155.9M $ | 4.69 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. | 475,636 | 152.2M $ | 1.35 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 510,261 | 149.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Franklin Mutual Global Discovery Fund Franklin Mutual Series Funds | 476,783 | 139.6M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 463,653 | 135.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 415,649 | 133M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 393,427 | 115.2M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 381,882 | 111.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Nuveen Dividend Growth Fund Nuveen Investment Trust II | 285,406 | 107.4M $ | 1.65 % | as of Apr 30, 2026 · Original filing |
| Artisan Global Value Fund Artisan Partners Funds Inc. | 365,983 | 107.1M $ | 3.67 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 329,904 | 105.6M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 329,152 | 105.3M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC | 266,937 | 100.5M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 263,612 | 99.2M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 261,280 | 98.4M $ | 2.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 254,800 | 95.9M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 292,365 | 85.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| AMG Yacktman Fund AMG Funds | 290,000 | 84.9M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 277,414 | 81.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 243,057 | 77.8M $ | 0.94 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Value Factor ETF iShares Trust | 202,406 | 76.2M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 259,857 | 76.1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 259,083 | 75.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 229,338 | 73.4M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 191,944 | 72.3M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Health Sciences Fund, Inc. T. ROWE PRICE HEALTH SCIENCES FUND, INC. | 244,278 | 71.5M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| GMO U.S. Quality ETF GMO ETF Trust | 223,403 | 71.5M $ | 2.05 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 186,901 | 70.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 182,971 | 68.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 181,930 | 68.5M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Fund TIAA-CREF Funds | 179,912 | 67.7M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| Invesco Equity and Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 210,590 | 67.4M $ | 0.51 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 174,824 | 65.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 173,890 | 65.5M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 211,543 | 61.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 161,479 | 60.8M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 161,248 | 60.7M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 155,796 | 58.6M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 199,462 | 58.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fundamental All Cap Core Trust John Hancock Variable Insurance Trust | 195,787 | 57.3M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 185,886 | 54.4M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 137,057 | 51.6M $ | 1.72 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 134,124 | 50.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Select Health Care Services Portfolio Fidelity Select Portfolios | 155,661 | 49.8M $ | 6.13 % | as of Feb 28, 2026 · Original filing |
| Eagle Capital Select Equity ETF 2023 ETF Series Trust | 169,092 | 49.5M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 130,133 | 49M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Janus Henderson Global Life Sciences Fund JANUS INVESTMENT FUND | 165,285 | 48.4M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| JNL/Newton Equity Income Fund JNL Series Trust | 163,237 | 47.8M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 124,444 | 46.8M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Large-Cap Value Fund T. Rowe Price Equity Funds, Inc. | 159,987 | 46.8M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 158,564 | 46.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| First Eagle U.S. Fund First Eagle Funds | 122,276 | 46M $ | 2.78 % | as of Apr 30, 2026 · Original filing |
| Nuveen Dividend Value Fund Nuveen Investment Funds, Inc. | 119,893 | 45.1M $ | 1.30 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Large Cap Value Portfolio Brighthouse Funds Trust I | 147,993 | 43.3M $ | 1.78 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 114,580 | 43.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Healthcare ETF iShares Trust | 114,252 | 43M $ | 1.53 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 130,707 | 41.8M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 110,349 | 41.5M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 129,381 | 41.4M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 127,352 | 40.8M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 138,772 | 40.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 123,838 | 39.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 132,706 | 38.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Health Care Index ETF FIDELITY COVINGTON TRUST | 102,444 | 38.6M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 117,186 | 37.5M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| Fidelity Equity Dividend Income Fund Fidelity Financial Trust | 115,600 | 37M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 114,421 | 36.6M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| AMCAP Fund AMCAP Fund | 111,527 | 35.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 120,480 | 35.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GLOBAL EQUITY FUND VANGUARD HORIZON FUNDS | 120,249 | 35.2M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds | 119,869 | 35.1M $ | 3.50 % | as of Mar 31, 2026 · Original filing |
| CTIVP - T. Rowe Price Large Cap Value Fund Columbia Funds Variable Series Trust II | 119,847 | 35.1M $ | 1.78 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 107,966 | 34.5M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Invesco Growth and Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 107,455 | 34.4M $ | 0.78 % | as of Feb 28, 2026 · Original filing |
| PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST | 91,115 | 34.3M $ | 4.38 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 90,476 | 34.1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Franklin Mutual Shares Fund Franklin Mutual Series Funds | 114,298 | 33.5M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 85,758 | 32.3M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 100,719 | 32.2M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Healthcare Providers ETF iShares Trust | 105,876 | 31M $ | 4.79 % | as of Mar 31, 2026 · Original filing |
| iShares Global Healthcare ETF iShares Trust | 105,796 | 31M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 102,878 | 30.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Multi-Asset Income Fund Victory Portfolios IV | 78,835 | 29.7M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 101,321 | 29.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| FT Vest Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV | 78,591 | 29.6M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 100,318 | 29.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 77,245 | 29.1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Oakmark Global Select Fund HARRIS ASSOCIATES INVESTMENT TRUST | 97,670 | 28.6M $ | 3.23 % | as of Mar 31, 2026 · Original filing |
| BlackRock Health Sciences Opportunities Portfolio BlackRock Funds | 88,605 | 28.4M $ | 0.43 % | as of Feb 27, 2026 · Original filing |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 75,143 | 28.3M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust | 74,863 | 28.2M $ | 1.54 % | as of Apr 30, 2026 · Original filing |
| Brighthouse/Wellington Core Equity Opportunities Portfolio Brighthouse Funds Trust II | 95,431 | 27.9M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Healthcare Sector Fund JNL Series Trust | 95,052 | 27.8M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Oakmark U.S. Large Cap ETF Harris Oakmark ETF Trust | 93,944 | 27.5M $ | 2.58 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 70,404 | 26.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 70,038 | 26.4M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Invesco Comstock Portfolio Brighthouse Funds Trust I | 87,262 | 25.5M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory Flexible Equity ETF ADVISORS' INNER CIRCLE III | 87,200 | 25.5M $ | 1.73 % | as of Mar 31, 2026 · Original filing |
| Franklin Mutual Quest Fund Franklin Mutual Series Funds | 87,042 | 25.5M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| Fundamental Large Cap Value Trust John Hancock Variable Insurance Trust | 85,652 | 25.1M $ | 3.10 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 65,620 | 24.7M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| First Trust Health Care AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 64,637 | 24.3M $ | 2.78 % | as of Apr 30, 2026 · Original filing |
| iShares Large Cap Core Active ETF BlackRock ETF Trust | 64,022 | 24.1M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 81,119 | 23.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 62,736 | 23.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Natixis Oakmark Fund Natixis Funds Trust II | 80,558 | 23.6M $ | 2.18 % | as of Mar 31, 2026 · Original filing |
| Gateway Fund Gateway Trust | 79,403 | 23.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GLOBAL WELLINGTON FUND VANGUARD WORLD FUND | 72,280 | 23.1M $ | 0.75 % | as of Feb 28, 2026 · Original filing |
| First Eagle Global Equity ETF RBB Fund Trust | 72,193 | 23.1M $ | 1.52 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 61,266 | 23.1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 78,554 | 23M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Discovery Fund Fidelity Puritan Trust | 60,800 | 22.9M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 58,028 | 21.8M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Hotchkis and Wiley Value Opportunities Fund HOTCHKIS & WILEY FUNDS/DE/ | 74,100 | 21.7M $ | 2.67 % | as of Mar 31, 2026 · Original filing |
| MFS Value Portfolio Brighthouse Funds Trust II | 72,215 | 21.1M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust | 72,133 | 21.1M $ | 2.09 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Dynamic Value ETF BNY Mellon ETF Trust II | 55,921 | 21M $ | 1.52 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 55,886 | 21M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 55,003 | 20.7M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Oakmark Global Fund HARRIS ASSOCIATES INVESTMENT TRUST | 70,232 | 20.6M $ | 1.99 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 69,656 | 20.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 69,481 | 20.3M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory Flexible Equity Fund Brown Advisory Funds | 69,309 | 20.3M $ | 2.26 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 63,220 | 20.2M $ | 0.57 % | as of Feb 28, 2026 · Original filing |
| Invesco V.I. Comstock Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 68,598 | 20.1M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 52,423 | 19.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST | 66,928 | 19.6M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust | 65,608 | 19.2M $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 50,158 | 18.9M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND VANGUARD WHITEHALL FUNDS | 49,843 | 18.8M $ | 1.78 % | as of Apr 30, 2026 · Original filing |
| AB Global Core Equity Portfolio AB CAP FUND, INC. | 63,553 | 18.6M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Nomura Healthcare Fund Delaware Group Equity Funds IV | 63,000 | 18.4M $ | 2.77 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 62,795 | 18.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 62,655 | 18.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 47,578 | 17.9M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 47,400 | 17.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 60,741 | 17.8M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 60,269 | 17.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 46,473 | 17.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 46,171 | 17.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS | 45,710 | 17.2M $ | 1.82 % | as of Apr 30, 2026 · Original filing |
| Natixis U.S. Equity Opportunities Fund Natixis Funds Trust I | 57,700 | 16.9M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 44,837 | 16.9M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 44,300 | 16.7M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | 55,837 | 16.3M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| Vulcan Value Partners Fund Elevation Series Trust | 42,878 | 16.1M $ | 6.30 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 50,041 | 16M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Health Care ETF Invesco Exchange-Traded Fund Trust | 42,274 | 15.9M $ | 2.31 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 48,702 | 15.6M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 53,063 | 15.5M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| First Eagle Global Income Builder Fund First Eagle Funds | 40,851 | 15.4M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| JNL/WMC Equity Income Fund JNL Series Trust | 51,534 | 15.1M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 47,095 | 15.1M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| THE HARTFORD HEALTHCARE FUND HARTFORD MUTUAL FUNDS, INC | 39,861 | 15M $ | 2.06 % | as of Apr 30, 2026 · Original filing |
| JNL/T. Rowe Price Value Fund JNL Series Trust | 50,941 | 14.9M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Guardian Equity Income VIP Fund Guardian Variable Products Trust | 49,963 | 14.6M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| BlackRock High Equity Income Fund BlackRock Funds | 45,597 | 14.6M $ | 0.70 % | as of Feb 27, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 38,663 | 14.6M $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 48,767 | 14.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| JNL/WMC Value Fund JNL Series Trust | 48,028 | 14.1M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 47,919 | 14M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 47,048 | 13.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 46,490 | 13.6M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 45,716 | 13.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 45,601 | 13.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fundamental All Cap Core Fund John Hancock Funds II | 41,356 | 13.2M $ | 2.53 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 40,877 | 13.1M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 40,543 | 13M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 43,964 | 12.9M $ | 0.08 % | as of Mar 31, 2026 · Original filing |