Funds holding Evercore Inc
504 funds declare a position · 121 ETFs and 383 other funds · 4.9B $ · US29977A1051
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 1,280,631 | 382.3M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,193,163 | 356.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 867,563 | 259M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity Contrafund Fidelity Contrafund | 436,415 | 130.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 431,693 | 128.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 349,499 | 104.3M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) | 309,322 | 99.4M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL SMALL CAP EQUITY Capitol Series Trust | 315,652 | 94.2M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| Invesco Discovery Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 304,997 | 94.2M $ | 1.42 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 291,431 | 93.6M $ | 1.80 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 276,227 | 82.5M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 242,793 | 72.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD GROWTH OPPORTUNITIES FUND HARTFORD MUTUAL FUNDS II, INC | 217,674 | 69.9M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 217,296 | 69.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 212,190 | 63.3M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 203,684 | 62.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund, Inc. | 209,892 | 62.7M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 202,063 | 62.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 188,934 | 56.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 158,108 | 50.8M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 153,518 | 47.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 145,356 | 46.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 155,769 | 46.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 143,616 | 46.1M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 136,535 | 43.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 145,611 | 43.5M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 140,790 | 42M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions | 138,914 | 41.5M $ | 3.34 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 133,555 | 39.9M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 130,800 | 39M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 118,127 | 38M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 114,400 | 35.3M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Small Cap Core Fund John Hancock Investment Trust | 103,408 | 33.2M $ | 1.66 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 104,568 | 32.3M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 104,251 | 31.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 101,300 | 30.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Contrafund K6 Fidelity Contrafund | 95,748 | 28.6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Select Mid Cap Growth Fund Victory Portfolios IV | 86,813 | 26.8M $ | 1.59 % | as of Feb 28, 2026 · Original filing |
| JNL/Invesco Small Cap Growth Fund JNL Series Trust | 87,349 | 26.1M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 80,487 | 25.9M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Neuberger Mid Cap Growth Fund NEUBERGER BERMAN EQUITY FUNDS | 82,999 | 25.6M $ | 1.29 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 83,987 | 25.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Invesco Small Cap Growth Fund AIM Growth Series (Invesco Growth Series) | 83,751 | 25M $ | 1.61 % | as of Mar 31, 2026 · Original filing |
| Franklin Small Cap Growth Fund Franklin Strategic Series | 76,714 | 24.6M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| SA Wellington Capital Appreciation Portfolio SUNAMERICA SERIES TRUST | 82,153 | 24.5M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust | 75,000 | 22.4M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 72,251 | 22.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 74,713 | 22.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 69,364 | 22.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 73,000 | 21.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust | 68,892 | 21.3M $ | 1.20 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 64,503 | 19.9M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) | 66,180 | 19.8M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| American Century U.S. Quality Growth ETF American Century ETF Trust | 63,518 | 19.6M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| Invesco Global Opportunities Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 59,877 | 19.2M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Small Company Fund Touchstone Strategic Trust | 63,884 | 19.1M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 58,232 | 18.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 61,875 | 18.5M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| Victory Income Stock Fund Victory Portfolios III | 57,211 | 18.4M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 58,873 | 18.2M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Growth Fund John Hancock Investment Trust | 60,252 | 18M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| AMG TimesSquare Mid Cap Growth Fund AMG Funds | 60,115 | 17.9M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 57,165 | 17.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 55,600 | 17.2M $ | 1.74 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 53,096 | 17.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. | 51,981 | 16.7M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 51,432 | 16.5M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| PIMCO RAE US Small Fund PIMCO Equity Series | 55,212 | 16.5M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 50,884 | 16.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 53,028 | 15.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 49,138 | 15.8M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 51,929 | 15.5M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| Marsico Midcap Growth Focus Fund MARSICO INVESTMENT FUND | 50,839 | 15.2M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 48,358 | 14.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 41,832 | 13.4M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| Nomura Growth and Income Fund Delaware Group Equity Funds IV | 43,514 | 13M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| Invesco Small Cap Growth Portfolio Brighthouse Funds Trust I | 42,153 | 12.6M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 41,635 | 12.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 38,642 | 12.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Growth Fund JPMorgan Trust II | 41,027 | 12.2M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 39,619 | 12.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 39,027 | 11.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 38,929 | 11.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity Disciplined Equity Fund Fidelity Capital Trust | 34,860 | 11.2M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 36,507 | 10.9M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | 35,200 | 10.5M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 32,284 | 10.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 31,946 | 10.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco V.I. Discovery Mid Cap Growth Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 34,263 | 10.2M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 34,022 | 10.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Growth Trust John Hancock Variable Insurance Trust | 33,948 | 10.1M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 33,851 | 10.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Royce Premier Fund ROYCE FUND | 33,733 | 10.1M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 31,704 | 9.5M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Lord Abbett Growth Opportunities Fund LORD ABBETT RESEARCH FUND INC | 30,325 | 9.4M $ | 1.36 % | as of Feb 28, 2026 · Original filing |
| Carillon Scout Mid Cap Fund Carillon Series Trust | 31,360 | 9.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Small Cap Equity Portfolio GLENMEDE FUND INC | 28,885 | 9.3M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 30,724 | 9.2M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 29,538 | 9.1M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS | 30,216 | 9M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 28,521 | 8.8M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 29,077 | 8.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 28,864 | 8.6M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 26,536 | 8.5M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Mid Cap Value Fund Touchstone Funds Group Trust | 28,533 | 8.5M $ | 1.51 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 25,692 | 8.3M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 27,400 | 8.2M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Victory Growth & Income Fund Victory Portfolios III | 23,931 | 7.7M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 25,729 | 7.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 22,750 | 7.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 24,346 | 7.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 24,189 | 7.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 22,424 | 6.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 22,360 | 6.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 23,060 | 6.9M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| Nomura VIP Growth and Income Series Delaware VIP Trust | 23,023 | 6.9M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 21,300 | 6.8M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 22,720 | 6.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 21,879 | 6.8M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| US Core Portfolio MORGAN STANLEY INSTITUTIONAL FUND INC | 22,531 | 6.7M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 21,536 | 6.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 22,232 | 6.6M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 22,103 | 6.6M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 21,978 | 6.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 20,298 | 6.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 20,046 | 6.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 21,166 | 6.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 20,448 | 6.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 19,400 | 6.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 20,506 | 6.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds | 18,530 | 6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 19,715 | 5.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 17,900 | 5.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 17,880 | 5.7M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| LVIP Nomura Social Awareness Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 19,169 | 5.7M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 17,662 | 5.7M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| CRM MID CAP VALUE FUND CRM Mutual Fund Trust | 17,460 | 5.6M $ | 2.12 % | as of Apr 30, 2026 · Original filing |
| WESTWOOD INCOME OPPORTUNITY FUND Ultimus Managers Trust | 16,987 | 5.5M $ | 0.91 % | as of Apr 30, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 18,200 | 5.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 18,114 | 5.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 18,072 | 5.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 17,987 | 5.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| SA Invesco Growth Opportunities Portfolio SUNAMERICA SERIES TRUST | 16,449 | 5.3M $ | 1.74 % | as of Apr 30, 2026 · Original filing |
| NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust | 17,264 | 5.2M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| Calvert Balanced Fund Calvert Social Investment Fund | 17,100 | 5.1M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Allspring Small Company Growth Fund ALLSPRING FUNDS TRUST | 15,821 | 5.1M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 15,584 | 5M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Bahl & Gaynor Small Cap Dividend ETF ETF Series Solutions | 16,552 | 4.9M $ | 3.66 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 15,140 | 4.9M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Small Cap Core Trust John Hancock Variable Insurance Trust | 16,245 | 4.8M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 14,992 | 4.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 16,100 | 4.8M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 14,797 | 4.8M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Bahl & Gaynor Dividend ETF ETF Series Solutions | 15,817 | 4.7M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 15,577 | 4.6M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 15,525 | 4.6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 14,201 | 4.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 14,101 | 4.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 14,057 | 4.5M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 14,240 | 4.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 13,604 | 4.4M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 14,581 | 4.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 13,949 | 4.3M $ | 0.58 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Growth Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 14,191 | 4.2M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 14,175 | 4.2M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 13,566 | 4.2M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| ALPS | OShares U.S. Small-Cap Quality Dividend ETF ALPS ETF TRUST | 13,562 | 4.2M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds | 12,994 | 4.2M $ | 1.12 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 13,472 | 4.2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 13,900 | 4.1M $ | 3.62 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 12,903 | 4.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Stock Portfolio Stock Portfolio | 13,800 | 4.1M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 13,739 | 4.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 13,737 | 4.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 13,690 | 4.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 13,161 | 4.1M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| MML Invesco Discovery Mid Cap Fund MML Series Investment Fund II | 13,555 | 4M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 13,530 | 4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Victory Value Fund Victory Portfolios III | 12,531 | 4M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Tremblant Global ETF Managed Portfolio Series | 13,481 | 4M $ | 2.61 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 12,415 | 4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small Cap Blend Fund JPMorgan Trust I | 13,245 | 4M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 13,127 | 3.9M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 12,192 | 3.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 12,961 | 3.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,912 | 3.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 11,788 | 3.8M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 12,108 | 3.7M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 12,476 | 3.7M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 11,544 | 3.7M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 12,303 | 3.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Boston Trust SMID Cap Fund Boston Trust Walden Funds | 12,232 | 3.7M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 12,023 | 3.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Nomura Smid Cap Core Fund IVY FUNDS | 11,986 | 3.6M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 11,947 | 3.6M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 11,847 | 3.5M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 10,676 | 3.4M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 10,632 | 3.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| AQR Multi-Asset Fund AQR Funds | 11,354 | 3.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| NVIT Invesco Small Cap Growth Fund Nationwide Variable Insurance Trust | 11,337 | 3.4M $ | 1.28 % | as of Mar 31, 2026 · Original filing |