Funds holding Eversource Energy
705 funds declare a position · 221 ETFs and 484 other funds · 9.2B $ · US30040W1080
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 | 11,939,505 | 827.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 9,533,411 | 660.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 8,109,348 | 561.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 6,436,600 | 445.9M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 4,774,766 | 363.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 4,825,667 | 334.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 4,452,444 | 314.8M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 3,498,214 | 242.4M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,473,654 | 240.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 2,525,749 | 192.5M $ | 1.75 % | as of Feb 28, 2026 · Original filing |
| ProShares S&P 500 Dividend Aristocrats ETF ProShares Trust | 2,332,504 | 177.8M $ | 1.48 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,440,948 | 169.1M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 2,281,749 | 161.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 2,098,274 | 148.3M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,115,147 | 146.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 2,002,539 | 138.7M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Multi-Asset Income Fund Victory Portfolios IV | 1,834,052 | 129.7M $ | 1.53 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 1,733,100 | 122.5M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,449,795 | 110.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 1,521,500 | 107.6M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,480,120 | 104.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,436,042 | 99.5M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,390,969 | 98.3M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Fidelity High Dividend ETF Fidelity Covington Trust | 1,370,099 | 96.9M $ | 1.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 1,259,600 | 89.1M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST | 1,212,275 | 84M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Franklin Utilities Fund Franklin Custodian Funds | 1,000,000 | 69.3M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 856,456 | 65.3M $ | 1.90 % | as of Feb 28, 2026 · Original filing |
| Fidelity Puritan Fund Fidelity Puritan Trust | 786,097 | 59.9M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 861,367 | 59.7M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 835,803 | 59.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Value Fund American Century Capital Portfolios, Inc. | 825,173 | 57.2M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 788,797 | 54.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 702,007 | 53.5M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| FT Vest S&P 500 Dividend Aristocrats Target Income ETF First Trust Exchange-Traded Fund IV | 733,748 | 51.9M $ | 1.54 % | as of Apr 30, 2026 · Original filing |
| First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 713,819 | 49.5M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 646,207 | 44.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 615,520 | 42.6M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 555,516 | 42.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| The Gabelli Utilities Fund Gabelli Utilities Fund | 610,750 | 42.3M $ | 2.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 574,841 | 40.6M $ | 1.65 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 511,338 | 39M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 537,954 | 38M $ | 4.24 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 539,574 | 37.4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| MFS Utilities Fund MFS Series Trust VI | 500,999 | 35.4M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 501,175 | 34.7M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 480,693 | 33.3M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 471,681 | 32.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 454,323 | 31.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 441,184 | 30.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 440,811 | 30.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Equity Income Fund American Century Capital Portfolios, Inc. | 434,883 | 30.1M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 386,672 | 29.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| ALPS Sector Dividend Dogs ETF ALPS ETF TRUST | 369,692 | 28.2M $ | 2.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Value Discovery Fund Fidelity Puritan Trust | 380,848 | 26.9M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Infrastructure ETF iShares Trust | 375,259 | 26M $ | 0.70 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Utilities ETF iShares Trust | 364,152 | 25.7M $ | 1.59 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 371,490 | 25.7M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 346,000 | 24.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 337,491 | 23.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Value Factor ETF iShares Trust | 325,400 | 23M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Global Infrastructure Income ETF BNY Mellon ETF Trust | 322,951 | 22.8M $ | 2.32 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 316,211 | 22.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Victory Pioneer Global Equity Fund Victory Portfolios IV | 291,814 | 22.2M $ | 2.79 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 316,826 | 21.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 305,655 | 21.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Ultra Dividend Revenue ETF Invesco Exchange-Traded Fund Trust II | 273,691 | 20.9M $ | 2.17 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 271,851 | 20.7M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Nuveen Mid Cap Value Fund TIAA-CREF Funds | 291,973 | 20.6M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 268,908 | 19M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 268,567 | 18.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Nuveen Multi Cap Value Fund Nuveen Investment Trust | 267,445 | 18.5M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust | 252,088 | 17.8M $ | 3.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 233,700 | 17.8M $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Value Fund WisdomTree Trust | 256,322 | 17.8M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 253,592 | 17.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 247,563 | 17.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 217,991 | 16.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 216,700 | 16.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 216,252 | 16.5M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 232,313 | 16.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| MFS Utilities Series MFS VARIABLE INSURANCE TRUST | 227,873 | 15.8M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Mid Cap Value Fund Victory Portfolios IV | 221,831 | 15.7M $ | 2.10 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 219,809 | 15.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 220,249 | 15.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 198,196 | 15.1M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 213,354 | 15.1M $ | 1.41 % | as of Apr 30, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 197,118 | 15M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 211,057 | 14.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 211,378 | 14.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 206,090 | 14.6M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 205,472 | 14.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 204,877 | 14.5M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 200,651 | 14.2M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Utilities Sector Fund JNL Series Trust | 203,343 | 14.1M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Global Infrastructure Fund Inc. COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | 200,890 | 13.9M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 195,490 | 13.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 192,315 | 13.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 188,809 | 13.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 187,794 | 13M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Global X U.S. Electrification ETF GLOBAL X FUNDS | 178,526 | 12.6M $ | 2.77 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 181,049 | 12.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 170,744 | 11.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 168,794 | 11.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios | 160,400 | 11.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 158,780 | 11M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 154,177 | 10.9M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 152,738 | 10.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 149,260 | 10.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 144,695 | 10.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 133,717 | 9.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 130,701 | 9.2M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 130,276 | 9.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 129,574 | 9.2M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 131,700 | 9.1M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 129,812 | 9M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 129,011 | 8.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Virtus NFJ Dividend Value Fund Virtus Investment Trust | 124,867 | 8.7M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 121,556 | 8.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 120,166 | 8.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 116,229 | 8.2M $ | 0.57 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 118,411 | 8.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 117,861 | 8.2M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 112,645 | 8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust | 111,989 | 7.9M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 111,414 | 7.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 110,582 | 7.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 104,200 | 7.4M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 104,149 | 7.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 104,200 | 7.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust | 100,209 | 7.1M $ | 1.64 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 99,984 | 7.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 100,369 | 7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 98,160 | 6.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 90,805 | 6.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 95,003 | 6.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 85,964 | 6.6M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II | 93,589 | 6.5M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 92,660 | 6.4M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 82,647 | 6.3M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 88,661 | 6.3M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 88,407 | 6.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 80,479 | 6.1M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| EQ/American Century Mid Cap Value Portfolio EQ Advisors Trust | 87,556 | 6.1M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II | 85,229 | 6M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 84,735 | 6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 78,400 | 6M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 83,936 | 5.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 82,901 | 5.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 82,658 | 5.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 80,373 | 5.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab Dividend Equity Fund SCHWAB CAPITAL TRUST | 80,000 | 5.7M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 79,002 | 5.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | 80,325 | 5.6M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 79,974 | 5.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Victory Market Neutral Income Fund Victory Portfolios II | 79,541 | 5.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 76,162 | 5.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 77,714 | 5.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 76,015 | 5.4M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 76,984 | 5.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. | 75,889 | 5.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. | 74,200 | 5.2M $ | 1.46 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 71,880 | 5.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 70,255 | 4.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 68,176 | 4.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 63,186 | 4.8M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 68,268 | 4.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 61,977 | 4.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 67,505 | 4.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 65,826 | 4.7M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| VIP Value Portfolio Variable Insurance Products Fund | 67,125 | 4.7M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | 66,700 | 4.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 65,250 | 4.6M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| LVIP American Century Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 65,614 | 4.5M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 63,837 | 4.4M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 63,500 | 4.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Income Builder Fund JPMorgan Trust I | 62,109 | 4.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 59,823 | 4.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 59,790 | 4.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 58,445 | 4.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Fidelity Puritan K6 Fund Fidelity Puritan Trust | 53,360 | 4.1M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 57,470 | 4.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST | 57,906 | 4M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 57,178 | 4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 55,311 | 3.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 55,864 | 3.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 50,724 | 3.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Mid-Cap Value ETF iShares Trust | 52,977 | 3.7M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 53,867 | 3.7M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 53,311 | 3.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 52,469 | 3.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Global Utilities ETF iShares Trust | 52,128 | 3.6M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 51,080 | 3.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Brookstone Dividend Stock ETF Northern Lights Fund Trust IV | 47,078 | 3.6M $ | 3.60 % | as of Feb 28, 2026 · Original filing |
| Boston Trust Walden Midcap Fund Boston Trust Walden Funds | 51,190 | 3.5M $ | 2.27 % | as of Mar 31, 2026 · Original filing |
| SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 51,116 | 3.5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Balanced Fund Victory Portfolios IV | 49,840 | 3.5M $ | 0.75 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 46,215 | 3.5M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 49,680 | 3.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| LVIP American Century Select Mid Cap Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 49,533 | 3.4M $ | 0.79 % | as of Mar 31, 2026 · Original filing |