Funds holding Everest Group Ltd
682 funds declare a position · 176 ETFs and 506 other funds · 4.5B $· 750.5M SEK· 787.9K € · BMG3223R1088
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,279,973 | 418.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 2 | VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 1,034,085 | 338M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 3 | VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 931,318 | 304.4M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 4 | VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 593,052 | 193.8M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| 5 | Fidelity 500 Index Fund Fidelity Concord Street Trust | 534,223 | 179.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 6 | Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 524,999 | 187.3M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| 7 | iShares Core S&P 500 ETF iShares Trust | 523,789 | 171.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 8 | VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 396,080 | 141.3M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| 9 | VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 324,222 | 106M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| 10 | MFS Mid Cap Value Fund MFS SERIES TRUST XI | 289,491 | 94.6M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 11 | State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 275,720 | 90.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 12 | Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS | 237,600 | 77.7M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| 13 | VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 229,886 | 75.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 14 | VANGUARD INTERNATIONAL VALUE FUND VANGUARD TRUSTEES' EQUITY FUND | 227,837 | 81.3M $ | 0.72 % | as of Apr 30, 2026 · Original filing |
| 15 | VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 191,630 | 68.4M $ | 1.04 % | as of Apr 30, 2026 · Original filing |
| 16 | VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 163,415 | 58.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 17 | iShares Russell Mid-Cap ETF iShares Trust | 159,079 | 52M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| 18 | Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 153,646 | 54.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| 19 | Disciplined Value International Fund John Hancock Investment Trust | 142,376 | 50.8M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| 20 | Janus Henderson Mid Cap Value Fund JANUS INVESTMENT FUND | 128,102 | 41.9M $ | 2.14 % | as of Mar 31, 2026 · Original filing |
| 21 | Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 113,293 | 38M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| 22 | AQR Long-Short Equity Fund AQR Funds | 108,980 | 35.6M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| 23 | iShares Core Dividend Growth ETF iShares Trust | 91,269 | 32.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| 24 | Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 89,710 | 32M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 25 | AP7 Aktiefond Sjunde AP-fonden | 89,016 | 277.2M SEK | 0.02 % | as of Mar 31, 2026 · Original filing |
| 26 | State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 85,785 | 28M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 27 | Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 85,280 | 28.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 28 | iShares Russell 1000 Value ETF iShares Trust | 81,655 | 26.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| 29 | MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 80,691 | 27.1M $ | 1.06 % | as of Feb 28, 2026 · Original filing |
| 30 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 78,429 | 26.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 31 | Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust | 77,766 | 27.7M $ | 1.52 % | as of Apr 30, 2026 · Original filing |
| 32 | Davis Financial Fund DAVIS SERIES INC | 74,931 | 24.5M $ | 2.22 % | as of Mar 31, 2026 · Original filing |
| 33 | First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 70,736 | 23.1M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| 34 | iShares S&P 500 Value ETF iShares Trust | 70,225 | 23M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 35 | VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 70,093 | 23.5M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| 36 | Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 68,202 | 24.3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| 37 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 62,151 | 20.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 38 | College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 60,947 | 19.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 39 | William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | 59,132 | 19.3M $ | 1.72 % | as of Mar 31, 2026 · Original filing |
| 40 | Select Insurance Portfolio Fidelity Select Portfolios | 58,500 | 19.6M $ | 2.92 % | as of Feb 28, 2026 · Original filing |
| 41 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 55,524 | 19.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 42 | iShares Russell Mid-Cap Value ETF iShares Trust | 51,293 | 16.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| 43 | iShares MSCI USA Value Factor ETF iShares Trust | 50,820 | 18.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| 44 | iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 50,669 | 16.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 45 | First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 48,760 | 17.4M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| 46 | Victory Income Stock Fund Victory Portfolios III | 48,642 | 17.4M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| 47 | State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 47,911 | 15.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 48 | Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 43,629 | 14.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 49 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 43,520 | 15.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 50 | GuidePath Tactical Allocation Fund GPS Funds II | 43,357 | 14.2M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| 51 | Vulcan Value Partners Fund Elevation Series Trust | 42,998 | 15.3M $ | 5.99 % | as of Apr 30, 2026 · Original filing |
| 52 | Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 42,258 | 14.2M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| 53 | AQR Equity Market Neutral Fund AQR Funds | 42,020 | 13.7M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| 54 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 40,663 | 14.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| 55 | FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | 39,700 | 13M $ | 3.65 % | as of Mar 31, 2026 · Original filing |
| 56 | iShares Russell Mid-Cap Growth ETF iShares Trust | 39,681 | 13M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 57 | SEB Global Aktiefond SEB Funds AB | 39,312 | 122.4M SEK | 1.01 % | as of Mar 31, 2026 · Original filing |
| 58 | SEB Dynamisk Aktiefond SEB Funds AB | 37,800 | 117.7M SEK | 0.52 % | as of Mar 31, 2026 · Original filing |
| 59 | Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 36,392 | 13M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| 60 | HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 36,123 | 11.8M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| 61 | S&P 500 Index Master Portfolio Master Investment Portfolio | 36,000 | 11.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 62 | VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 35,772 | 12.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 63 | Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 34,656 | 11.3M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| 64 | iShares Core S&P U.S. Value ETF iShares Trust | 34,278 | 11.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 65 | Nuveen Equity Index Fund TIAA-CREF Funds | 33,784 | 12.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 66 | JNL/MFS Mid Cap Value Fund JNL Series Trust | 33,579 | 11M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| 67 | Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II | 32,505 | 10.9M $ | 3.94 % | as of Feb 28, 2026 · Original filing |
| 68 | Victory Growth & Income Fund Victory Portfolios III | 30,463 | 10.9M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| 69 | Davis Select Financial ETF Davis Fundamental ETF Trust | 30,246 | 10.8M $ | 2.30 % | as of Apr 30, 2026 · Original filing |
| 70 | AQR Large Cap Multi-Style Fund AQR Funds | 30,124 | 9.8M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| 71 | iShares Russell 1000 ETF iShares Trust | 30,019 | 9.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 72 | MFS Core Equity Fund MFS SERIES TRUST I | 29,613 | 9.9M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| 73 | LargeCap Value Fund III Principal Funds, Inc | 29,268 | 10.4M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| 74 | Franklin Mutual U.S. Mid Cap Value Fund Franklin Value Investors Trust | 28,917 | 10.3M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| 75 | Nuveen Multi Cap Value Fund Nuveen Investment Trust | 28,579 | 9.3M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| 76 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 27,976 | 10M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 77 | John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 27,394 | 9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| 78 | VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS | 26,549 | 9.5M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| 79 | T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 25,008 | 8.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 80 | Large Cap Index Master Portfolio Master Investment Portfolio | 24,847 | 8.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 81 | Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 24,307 | 8.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 82 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 24,229 | 8.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 83 | State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 24,117 | 7.9M $ | 1.89 % | as of Mar 31, 2026 · Original filing |
| 84 | LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 24,100 | 8.6M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| 85 | iShares Russell 1000 Growth ETF iShares Trust | 23,997 | 7.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 86 | Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 23,872 | 8M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 87 | Heartland Mid Cap Value Fund HEARTLAND GROUP INC. | 23,326 | 7.6M $ | 1.65 % | as of Mar 31, 2026 · Original filing |
| 88 | American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 23,123 | 8.2M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| 89 | AB Large Cap Value Fund AB TRUST | 22,984 | 7.7M $ | 1.59 % | as of Feb 28, 2026 · Original filing |
| 90 | iShares U.S. Financials ETF iShares Trust | 22,867 | 8.2M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| 91 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 22,728 | 7.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 92 | AQR Large Cap Defensive Style Fund AQR Funds | 22,476 | 7.3M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| 93 | Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 22,148 | 7.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| 94 | Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 22,114 | 7.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| 95 | VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II | 22,043 | 7.2M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| 96 | VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 21,703 | 7.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| 97 | AQR Style Premia Alternative Fund AQR Funds | 21,577 | 7.1M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| 98 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 21,135 | 7.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 99 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 21,091 | 7.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 100 | AB EQUITY INCOME FUND INC AB EQUITY INCOME FUND INC | 21,060 | 7.1M $ | 0.99 % | as of Feb 28, 2026 · Original filing |