Funds holding Equitable Holdings Inc
425 funds declare a position · 119 ETFs and 306 other funds · 4.3B $ · US29452E1010
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 | 8,926,955 | 331.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Mid-Cap ETF iShares Trust | 7,935,364 | 294.5M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,463,779 | 239.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 5,230,896 | 220.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Thornburg Investment Income Builder Fund THORNBURG INVESTMENT TRUST | 4,814,078 | 178.7M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 4,394,000 | 163.1M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 4,116,367 | 152.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 3,558,737 | 150.2M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 3,862,694 | 143.3M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,164,704 | 117.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 3,158,180 | 117.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| DIAMOND HILL LARGE CAP FUND Diamond Hill Funds | 2,209,724 | 82M $ | 2.08 % | as of Mar 31, 2026 · Original filing |
| Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) | 1,611,219 | 68M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 1,704,279 | 63.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Capital Income Builder Capital Income Builder | 1,466,314 | 61.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,502,600 | 60.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 1,418,234 | 52.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 1,383,905 | 51.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 1,309,400 | 48.6M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,125,359 | 47.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 1,270,585 | 47.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,057,886 | 44.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,059,791 | 42.6M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 1,121,337 | 41.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 917,826 | 38.7M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 850,000 | 35.9M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 946,990 | 35.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 775,167 | 31.2M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 823,940 | 30.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 815,703 | 30.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 722,518 | 29.1M $ | 1.14 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 747,546 | 27.7M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Small-MidCap Dividend Income Fund Principal Funds, Inc | 642,340 | 25.8M $ | 1.49 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 610,284 | 22.6M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 521,959 | 22M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 518,302 | 21.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 536,785 | 21.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 572,377 | 21.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 523,496 | 21.1M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) | 556,175 | 20.6M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 500,409 | 20.1M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 494,691 | 19.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 470,460 | 19.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Large-Cap Value Fund T. Rowe Price Equity Funds, Inc. | 506,247 | 18.8M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 504,691 | 18.7M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Large Cap Value Portfolio Brighthouse Funds Trust I | 483,644 | 17.9M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 436,183 | 17.5M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 406,140 | 17.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 403,705 | 17M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 422,580 | 17M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 443,969 | 16.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 346,238 | 14.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| CTIVP - T. Rowe Price Large Cap Value Fund Columbia Funds Variable Series Trust II | 390,965 | 14.5M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| TCW Relative Value Large Cap Fund TCW FUNDS INC | 320,255 | 13.5M $ | 2.44 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 348,842 | 12.9M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 347,744 | 12.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 317,950 | 12.8M $ | 1.13 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 343,958 | 12.8M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| DIAMOND HILL SMALL-MID CAP FUND Diamond Hill Funds | 342,394 | 12.7M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 333,304 | 12.4M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 325,592 | 12.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 294,658 | 11.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| DIAMOND HILL SELECT FUND Diamond Hill Funds | 308,418 | 11.4M $ | 2.01 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Small/Mid Cap Growth Fund Goldman Sachs Trust | 280,858 | 11.3M $ | 0.92 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 267,386 | 11.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 300,394 | 11.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Poplar Forest Partners Fund Advisors Series Trust | 300,000 | 11.1M $ | 3.34 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 261,179 | 11M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 285,858 | 10.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| MFS Equity Income Fund MFS SERIES TRUST VII | 245,387 | 10.4M $ | 1.31 % | as of Apr 30, 2026 · Original filing |
| Empower Large Cap Value Fund EMPOWER FUNDS, INC. | 277,635 | 10.3M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 275,100 | 10.2M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 219,642 | 9.3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| State Farm Growth Fund Advisers Investment Trust | 245,800 | 9.1M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Core Equity Fund MFS SERIES TRUST XI | 237,689 | 8.8M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| Equity Income Trust John Hancock Variable Insurance Trust | 235,388 | 8.7M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 230,358 | 8.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 211,286 | 8.5M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 227,054 | 8.4M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 226,255 | 8.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| U.S. High Relative Profitability Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 198,237 | 8.4M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 191,643 | 8.1M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 216,759 | 8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Classic Value Fund John Hancock Capital Series | 187,133 | 7.9M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| Invesco Main Street All Cap Fund AIM Equity Funds (Invesco Equity Funds) | 186,054 | 7.9M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 208,013 | 7.7M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 207,040 | 7.7M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 187,555 | 7.5M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 172,310 | 7.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 194,722 | 7.2M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 192,148 | 7.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 166,703 | 7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 166,316 | 6.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 177,744 | 6.6M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 176,138 | 6.5M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 175,406 | 6.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 174,662 | 6.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 152,836 | 6.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 157,333 | 6.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| SA MFS Large Cap Growth Portfolio SUNAMERICA SERIES TRUST | 149,777 | 6.3M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 169,346 | 6.3M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 147,801 | 6.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 150,411 | 6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 157,956 | 5.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Equity Income Fund John Hancock Funds II | 145,531 | 5.9M $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| Nuveen ESG Large-Cap Growth ETF NuShares ETF Trust | 137,181 | 5.8M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 141,597 | 5.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Guardian Equity Income VIP Fund Guardian Variable Products Trust | 152,000 | 5.6M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Mid-Cap Growth ETF NuShares ETF Trust | 129,841 | 5.5M $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 139,790 | 5.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory Sustainable Value ETF ADVISORS' INNER CIRCLE III | 139,495 | 5.2M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 137,600 | 5.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 125,846 | 5.1M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 125,469 | 5M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 134,265 | 5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 122,745 | 4.9M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| VALUE EQUITY FUND GuideStone Funds | 131,753 | 4.9M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 131,737 | 4.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 115,456 | 4.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 131,019 | 4.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 114,610 | 4.8M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| MFS Blended Research Growth Equity Fund MFS SERIES TRUST X | 119,987 | 4.8M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| U.S. Large Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 112,963 | 4.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 108,378 | 4.6M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| MML Equity Income Fund MML SERIES INVESTMENT FUND | 122,629 | 4.6M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Value Factor ETF iShares Trust | 104,955 | 4.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Dimensional US High Profitability ETF Dimensional ETF Trust | 100,553 | 4.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 99,743 | 4.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | 111,156 | 4.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 109,381 | 4.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 106,796 | 4M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 104,254 | 3.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 90,612 | 3.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 102,656 | 3.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| MFS Diversified Income Fund MFS Series Trust XIII | 93,274 | 3.8M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. | 100,967 | 3.7M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 100,630 | 3.7M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 99,522 | 3.7M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 87,074 | 3.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 96,145 | 3.6M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 82,174 | 3.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| TCW Relative Value Mid Cap Fund TCW FUNDS INC | 81,512 | 3.4M $ | 2.36 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 79,997 | 3.4M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 79,335 | 3.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 75,779 | 3.2M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 84,523 | 3.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 84,413 | 3.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust | 73,278 | 3.1M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 82,959 | 3.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 77,707 | 2.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 76,480 | 2.8M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. Main Street Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 76,244 | 2.8M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. | 76,120 | 2.8M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 68,697 | 2.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 62,480 | 2.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 56,430 | 2.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 63,830 | 2.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 55,271 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 62,476 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Value ETF T. Rowe Price Exchange-Traded Funds, Inc. | 62,471 | 2.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 54,810 | 2.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. | 54,166 | 2.3M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust | 58,190 | 2.2M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Value Equity Fund MFS SERIES TRUST X | 53,421 | 2.1M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 50,693 | 2.1M $ | 3.54 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 50,144 | 2.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II | 56,875 | 2.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| LVIP Blended Large Cap Growth Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 56,429 | 2.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 55,594 | 2.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 50,982 | 2.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 48,280 | 2M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 50,530 | 2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 54,409 | 2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 49,852 | 2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| MFS Blended Research Core Equity Portfolio MFS VARIABLE INSURANCE TRUST II | 53,365 | 2M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 52,190 | 1.9M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Sit Dividend Growth Fund SIT MUTUAL FUNDS INC | 51,975 | 1.9M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 45,319 | 1.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 51,358 | 1.9M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| MML Fundamental Equity Fund MML SERIES INVESTMENT FUND | 51,186 | 1.9M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 44,460 | 1.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 46,200 | 1.9M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| The U.S. Equity Portfolio HC Capital Trust | 49,585 | 1.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan High Dividend Stock ETF Timothy Plan | 48,791 | 1.8M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 48,465 | 1.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Dimensional U.S. Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 48,023 | 1.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST | 42,166 | 1.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Keeley Gabelli Mid Cap Dividend Fund Keeley Funds, Inc. | 47,876 | 1.8M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 47,783 | 1.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 47,727 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 41,111 | 1.7M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 46,412 | 1.7M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Brown Advisory Sustainable Value Fund Brown Advisory Funds | 45,834 | 1.7M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 39,364 | 1.7M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 44,675 | 1.7M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II | 38,215 | 1.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Systematic Growth Fund VALIC Co I | 39,445 | 1.6M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 37,541 | 1.6M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 36,506 | 1.5M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 36,394 | 1.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |