Funds holding Equity Residential
616 funds declare a position · 199 ETFs and 417 other funds · 9B $ · US29476L1070
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 | 13,419,368 | 877.4M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 11,386,497 | 673.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 8,736,516 | 516.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 7,746,022 | 458.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| First Eagle Global Fund First Eagle Funds | 6,189,955 | 404.7M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 4,406,245 | 278.5M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 4,421,128 | 261.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 3,444,044 | 203.7M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,318,095 | 196.3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 2,804,544 | 183.4M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 3,021,000 | 178.7M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 2,846,843 | 168.4M $ | 2.30 % | as of Mar 31, 2026 · Original filing |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 2,379,195 | 155.6M $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 2,395,193 | 151.4M $ | 1.56 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,331,558 | 137.9M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | 2,199,506 | 130.1M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,889,976 | 123.6M $ | 1.78 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,938,007 | 114.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 1,614,445 | 95.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 1,555,882 | 92M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,402,926 | 91.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios | 1,386,894 | 90.7M $ | 2.77 % | as of Apr 30, 2026 · Original filing |
| DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,363,736 | 89.2M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,447,073 | 85.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC | 1,415,861 | 83.7M $ | 1.15 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST | 1,410,474 | 83.4M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| iShares Core U.S. REIT ETF iShares Trust | 1,231,652 | 80.5M $ | 2.13 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Real Assets Fund, Inc. T. ROWE PRICE REAL ASSETS FUND, INC. | 1,348,084 | 79.7M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund American Century Capital Portfolios, Inc. | 1,299,726 | 76.9M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Real Estate Fund Fidelity Summer Street Trust | 1,146,066 | 74.9M $ | 2.76 % | as of Apr 30, 2026 · Original filing |
| Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 1,238,675 | 73.3M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 1,112,502 | 70.3M $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| iShares Global REIT ETF iShares Trust | 1,009,719 | 66M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Real Estate ETF iShares Trust | 1,086,415 | 64.3M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| Nuveen Real Estate Securities Select Fund TIAA-CREF Funds | 996,517 | 58.9M $ | 2.28 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Quality Factor ETF iShares Trust | 814,991 | 53.3M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 871,090 | 51.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares Select U.S. REIT ETF iShares Trust | 783,620 | 51.2M $ | 2.42 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 763,023 | 49.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 706,554 | 46.2M $ | 1.46 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 723,024 | 42.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional Global Real Estate ETF Dimensional ETF Trust | 641,660 | 42M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 648,016 | 41M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| MFS Global Real Estate Fund MFS SERIES TRUST XIII | 643,566 | 40.7M $ | 1.79 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 562,659 | 36.8M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) REIT ETF SPDR SERIES TRUST | 620,994 | 36.7M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| iShares Residential and Multisector Real Estate ETF iShares Trust | 599,951 | 35.5M $ | 4.52 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 596,952 | 35.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 580,456 | 34.3M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 512,255 | 32.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 544,797 | 32.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 490,379 | 32.1M $ | 1.64 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Real Estate ETF Dimensional ETF Trust | 471,573 | 30.8M $ | 1.83 % | as of Apr 30, 2026 · Original filing |
| DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | 510,300 | 30.2M $ | 3.20 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 446,601 | 26.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Income Fund Fidelity Securities Fund | 396,520 | 25.9M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 426,337 | 25.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 421,059 | 24.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 407,329 | 24.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST | 400,900 | 23.7M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Empower Real Estate Index Fund EMPOWER FUNDS, INC. | 393,085 | 23.3M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 358,226 | 22.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| First Eagle Global Income Builder Fund First Eagle Funds | 345,193 | 22.6M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 331,556 | 21.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Baron Real Estate Fund BARON SELECT FUNDS | 366,350 | 21.7M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 327,542 | 21.4M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 330,087 | 20.9M $ | 1.84 % | as of Feb 28, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 352,613 | 20.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 318,804 | 20.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| PGIM Global Real Estate Fund Prudential Investment Portfolios 12 | 298,633 | 19.5M $ | 1.85 % | as of Apr 30, 2026 · Original filing |
| First Eagle U.S. Fund First Eagle Funds | 296,839 | 19.4M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 317,431 | 18.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 284,301 | 18.6M $ | 1.27 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 291,763 | 17.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. | 283,107 | 16.7M $ | 2.24 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS | 281,667 | 16.7M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| BlackRock Real Estate Securities Fund BlackRock Funds | 244,748 | 16M $ | 3.67 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 269,662 | 16M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 266,490 | 15.8M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Real Estate Fund, Inc. T. ROWE PRICE REAL ESTATE FUND, INC. | 259,199 | 15.3M $ | 2.47 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Dow Jones(R) Global Real Estate ETF SPDR INDEX SHARES FUNDS | 251,082 | 14.9M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 220,210 | 13.9M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 219,732 | 13.9M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC | 233,918 | 13.8M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 203,053 | 13.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 220,876 | 13.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 201,358 | 12.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 212,564 | 12.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 198,049 | 12.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI Real Estate Income Fund Fidelity Securities Fund | 188,880 | 12.3M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 193,529 | 12.2M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 201,978 | 11.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Mid Value Fund John Hancock Funds II | 186,019 | 11.8M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 178,529 | 11.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 182,968 | 11.6M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 182,286 | 11.5M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| FlexShares Global Quality Real Estate Index Fund FlexShares Trust | 169,337 | 11.1M $ | 2.89 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. | 186,996 | 11.1M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| FlexShares Quality Dividend Index Fund FlexShares Trust | 168,300 | 11M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 182,460 | 10.8M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| Real Estate Fund American Century Capital Portfolios, Inc. | 162,968 | 10.7M $ | 2.00 % | as of Apr 30, 2026 · Original filing |
| Empower Large Cap Value Fund EMPOWER FUNDS, INC. | 178,444 | 10.6M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| CBRE Global Real Estate Portfolio Brighthouse Funds Trust I | 176,911 | 10.5M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 173,133 | 10.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Vert Global Sustainable Real Estate ETF Manager Directed Portfolios | 172,731 | 10.2M $ | 2.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 154,053 | 10.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 153,085 | 10M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| Avantis Real Estate ETF American Century ETF Trust | 158,272 | 10M $ | 1.29 % | as of Feb 28, 2026 · Original filing |
| PIMCO All Asset: Multi-Real Fund PIMCO Funds | 167,985 | 9.9M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| First Eagle Global Equity ETF RBB Fund Trust | 155,896 | 9.9M $ | 0.65 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 149,736 | 9.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| iShares Paris-Aligned Climate Optimized MSCI USA ETF iShares Trust | 154,359 | 9.8M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| Equity Income Trust John Hancock Variable Insurance Trust | 155,870 | 9.2M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 154,129 | 9.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| PGIM US Real Estate Fund Prudential Investment Portfolios 12 | 152,235 | 9M $ | 3.21 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Income Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 151,039 | 8.9M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 148,836 | 8.8M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 132,079 | 8.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Value Fund American Century Capital Portfolios, Inc. | 145,434 | 8.6M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust | 140,863 | 8.3M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| Equity Income Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 138,369 | 8.2M $ | 1.08 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Securities Fund GuideStone Funds | 135,152 | 8M $ | 2.55 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 126,439 | 7.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 125,151 | 7.4M $ | 2.09 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 124,519 | 7.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 123,996 | 7.3M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 111,294 | 7.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 122,369 | 7.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| MFS Diversified Income Fund MFS Series Trust XIII | 114,337 | 7.2M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 109,767 | 7.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Global Real Estate Securities Fund RUSSELL INVESTMENT CO | 109,716 | 7.2M $ | 1.73 % | as of Apr 30, 2026 · Original filing |
| Global Real Estate Index Fund Northern Funds | 120,762 | 7.1M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Equity Factor ETF iShares Trust | 105,801 | 6.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 116,328 | 6.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 103,846 | 6.8M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| Equity Income Fund John Hancock Funds II | 107,324 | 6.8M $ | 1.15 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II | 102,366 | 6.7M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| NYLI CBRE Real Estate Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 100,652 | 6.6M $ | 2.93 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 108,513 | 6.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dividend Growth Portfolio PACIFIC SELECT FUND | 108,136 | 6.4M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 107,352 | 6.3M $ | 2.60 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 107,114 | 6.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 95,436 | 6.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Victory Income Stock Fund Victory Portfolios III | 95,087 | 6.2M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 93,273 | 6.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 102,894 | 6.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| LVIP American Century Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 102,201 | 6M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 88,090 | 5.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 87,056 | 5.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 95,334 | 5.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Mid Value Trust John Hancock Variable Insurance Trust | 95,219 | 5.6M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 95,085 | 5.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 84,676 | 5.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Tactical Dividend Income Fund Legg Mason Partners Investment Trust | 82,461 | 5.4M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| PGIM Select Real Estate Fund Prudential Investment Portfolios 9 | 80,936 | 5.3M $ | 2.19 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 80,678 | 5.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 79,310 | 5.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 81,906 | 5.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 78,276 | 5.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 85,023 | 5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 84,869 | 5M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 79,329 | 5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| MML Equity Income Fund MML SERIES INVESTMENT FUND | 82,073 | 4.9M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 74,179 | 4.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Income Builder Fund JPMorgan Trust I | 73,378 | 4.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 72,498 | 4.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 72,393 | 4.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II | 74,216 | 4.7M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 78,562 | 4.6M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| ActivePassive U.S. Equity ETF Trust for Professional Managers | 73,114 | 4.6M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 77,172 | 4.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 75,966 | 4.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 75,942 | 4.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | 75,101 | 4.4M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| LVIP American Century Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 75,088 | 4.4M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Realty Income ETF J.P. Morgan Exchange-Traded Fund Trust | 70,036 | 4.4M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST | 74,809 | 4.4M $ | 2.25 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 65,667 | 4.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 72,498 | 4.3M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 71,213 | 4.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 71,043 | 4.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 65,718 | 4.2M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Income ETF T. Rowe Price Exchange-Traded Funds, Inc. | 68,831 | 4.1M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 67,835 | 4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 63,159 | 4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Baron Real Estate Income Fund BARON SELECT FUNDS | 67,389 | 4M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 61,872 | 3.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 65,654 | 3.9M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| NEOS Real Estate High Income ETF NEOS ETF Trust | 64,881 | 3.8M $ | 1.63 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 64,386 | 3.8M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| DWS RREEF Global Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | 64,316 | 3.8M $ | 2.09 % | as of Mar 31, 2026 · Original filing |
| PIMCO RealEstateRealReturn Strategy Fund PIMCO Funds | 63,545 | 3.8M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| iShares Developed Real Estate Index Fund BlackRock Funds | 55,821 | 3.6M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust | 61,463 | 3.6M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 55,127 | 3.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Select Construction and Housing Portfolio Fidelity Select Portfolios | 55,870 | 3.5M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I | 58,185 | 3.4M $ | 2.61 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 57,900 | 3.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Real Estate ETF Invesco Exchange-Traded Fund Trust | 50,695 | 3.3M $ | 3.37 % | as of Apr 30, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 55,817 | 3.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |