Funds holding Fidelity National Financial Inc
412 funds declare a position · 126 ETFs and 286 other funds · 4.6B $ · US31620R3030
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF SCHWAB STRATEGIC TRUST | 7,871,594 | 416.2M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Mid-Cap ETF iShares Trust | 8,429,558 | 391M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 8,192,453 | 380M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| First Eagle Global Fund First Eagle Funds | 6,244,032 | 326.6M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 5,939,262 | 275.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 5,200,639 | 272M $ | 1.19 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,782,074 | 175.4M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund | 3,072,687 | 160.7M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,846,704 | 132M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Equity Income Fund Principal Funds, Inc | 1,678,816 | 87.8M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 1,397,947 | 73.1M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 1,334,139 | 70.5M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 1,295,588 | 60.1M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 1,245,950 | 57.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,013,251 | 53M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 954,986 | 49.9M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 952,702 | 49.8M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| AB Global Core Equity Portfolio AB CAP FUND, INC. | 983,597 | 45.6M $ | 2.84 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 974,558 | 45.2M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Nuveen Dividend Value Fund Nuveen Investment Funds, Inc. | 856,380 | 44.8M $ | 1.29 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 804,600 | 42.1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 889,866 | 41.3M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 689,380 | 36.5M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 603,300 | 31.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 609,152 | 31.9M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Fidelity Equity Dividend Income Fund Fidelity Financial Trust | 544,100 | 28.8M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 535,693 | 28M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 587,735 | 27.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Nuveen Mid Cap Value Fund TIAA-CREF Funds | 513,307 | 26.8M $ | 1.61 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 567,257 | 26.3M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 477,114 | 25.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Small-MidCap Dividend Income Fund Principal Funds, Inc | 470,783 | 24.9M $ | 1.44 % | as of Feb 28, 2026 · Original filing |
| First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 505,633 | 23.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 431,239 | 22.8M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 482,808 | 22.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| BlackRock Large Cap Focus Value Fund, Inc. BlackRock Large Cap Focus Value Fund, Inc. | 466,774 | 21.6M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust | 450,000 | 20.9M $ | 2.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 387,925 | 20.5M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 386,051 | 20.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 377,319 | 20M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 392,820 | 18.2M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 374,359 | 17.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 302,183 | 15.8M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 311,427 | 14.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 275,051 | 14.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 261,939 | 13.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS | 264,522 | 13.8M $ | 1.71 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Value Fund WisdomTree Trust | 278,818 | 12.9M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 278,418 | 12.9M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 242,979 | 12.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust | 268,304 | 12.4M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 267,078 | 12.4M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 257,359 | 11.9M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 222,185 | 11.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 220,034 | 11.5M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 215,227 | 11.3M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Victory Income Stock Fund Victory Portfolios III | 214,407 | 11.2M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 209,959 | 11.1M $ | 0.81 % | as of Feb 28, 2026 · Original filing |
| First Eagle U.S. Fund First Eagle Funds | 207,940 | 10.9M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 207,628 | 10.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| BlackRock High Equity Income Fund BlackRock Funds | 197,373 | 10.4M $ | 0.50 % | as of Feb 27, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 195,848 | 10.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 194,631 | 10.3M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 187,928 | 9.9M $ | 0.39 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 212,504 | 9.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Discovery Fund Fidelity Puritan Trust | 187,200 | 9.8M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 209,065 | 9.7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Third Avenue Real Estate Value Fund Third Avenue Trust | 181,052 | 9.5M $ | 3.10 % | as of Apr 30, 2026 · Original filing |
| LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 200,631 | 9.3M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| BlackRock Mid-Cap Value Fund BlackRock Mid-Cap Value Series, Inc. | 172,505 | 9M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 192,973 | 9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 192,196 | 8.9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Dividend Builder Fund Eaton Vance Special Investment Trust | 174,000 | 8.1M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 149,691 | 7.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 148,629 | 7.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 150,097 | 7.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| AVE MARIA BOND FUND Schwartz Investment Trust | 165,000 | 7.7M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 164,304 | 7.6M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Value Factor ETF iShares Trust | 144,082 | 7.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 143,893 | 7.5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 160,411 | 7.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 141,788 | 7.4M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 139,078 | 7.4M $ | 0.97 % | as of Feb 28, 2026 · Original filing |
| Equity Income Account Principal Variable Contract Funds, Inc | 154,451 | 7.2M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 134,557 | 7.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 133,866 | 7.1M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 150,701 | 7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 132,325 | 6.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 145,554 | 6.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 123,506 | 6.5M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 123,435 | 6.5M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 122,800 | 6.4M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II | 133,167 | 6.2M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 114,414 | 6.1M $ | 0.53 % | as of Feb 28, 2026 · Original filing |
| Hennessy Cornerstone Growth Fund Hennessy Funds Trust | 112,100 | 5.9M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 108,337 | 5.7M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 123,298 | 5.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 123,126 | 5.7M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Victory Market Neutral Income Fund Victory Portfolios II | 122,443 | 5.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| First Eagle Global Income Builder Fund First Eagle Funds | 105,623 | 5.5M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 118,619 | 5.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 118,339 | 5.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 118,282 | 5.5M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 104,615 | 5.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 102,693 | 5.4M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 100,825 | 5.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Insurance ETF iShares Trust | 113,604 | 5.3M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 98,087 | 5.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 97,573 | 5.1M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 105,607 | 4.9M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 89,995 | 4.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 89,829 | 4.7M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Victory Growth & Income Fund Victory Portfolios III | 89,673 | 4.7M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 86,022 | 4.5M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 96,150 | 4.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust | 95,352 | 4.4M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| First Eagle Global Equity ETF RBB Fund Trust | 82,111 | 4.3M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 80,536 | 4.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 80,486 | 4.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 90,597 | 4.2M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 90,508 | 4.2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| First Eagle Rising Dividend Fund First Eagle Funds | 80,006 | 4.2M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 88,133 | 4.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 86,928 | 4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 86,560 | 4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 75,920 | 4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dividend Value Fund VALIC Co I | 74,922 | 4M $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| Victory Value Fund Victory Portfolios III | 74,957 | 3.9M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 74,822 | 3.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 71,650 | 3.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 70,926 | 3.7M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 68,722 | 3.6M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST | 77,200 | 3.6M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 68,432 | 3.6M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 77,143 | 3.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| BlackRock Basic Value V.I. Fund BlackRock Variable Series Funds, Inc. | 76,791 | 3.6M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| TIFF MULTI-ASSET FUND TIFF Investment Program | 75,736 | 3.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 74,700 | 3.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 70,294 | 3.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II | 69,433 | 3.2M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| iShares Large Cap Value Active ETF BlackRock ETF Trust | 60,853 | 3.2M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| Gateway Fund Gateway Trust | 66,655 | 3.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 58,661 | 3.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 57,994 | 3.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Nomura Wealth Builder Fund Delaware Group Equity Funds V | 54,908 | 2.9M $ | 0.35 % | as of Feb 27, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 53,369 | 2.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Victory RS Value Fund Victory Portfolios | 58,830 | 2.7M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 57,466 | 2.7M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 49,232 | 2.6M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 55,497 | 2.6M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 47,637 | 2.5M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Monarch Volume Factor Dividend Tree Index ETF Northern Lights Fund Trust IV | 46,979 | 2.5M $ | 2.51 % | as of Feb 28, 2026 · Original filing |
| The U.S. Equity Portfolio HC Capital Trust | 52,976 | 2.5M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 51,106 | 2.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Reinhart Mid Cap PMV Fund Managed Portfolio Series | 44,790 | 2.4M $ | 2.53 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 44,975 | 2.4M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 44,814 | 2.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 44,038 | 2.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 43,231 | 2.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| BlackRock Equity Dividend V.I. Fund BlackRock Variable Series Funds, Inc. | 48,490 | 2.2M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 48,462 | 2.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 47,683 | 2.2M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 46,987 | 2.2M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 45,906 | 2.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 39,866 | 2.1M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 39,888 | 2.1M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy HV Fund AQR Funds | 44,653 | 2.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 39,140 | 2M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 38,835 | 2M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 43,723 | 2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Founders Fund Fidelity Concord Street Trust | 37,515 | 2M $ | 0.92 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 37,163 | 1.9M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 37,013 | 1.9M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Longview Advantage ETF RBB Fund Trust | 36,209 | 1.9M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Mid-Cap Value ETF iShares Trust | 36,153 | 1.9M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 35,350 | 1.9M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 40,221 | 1.9M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 35,152 | 1.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 35,012 | 1.8M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| DAVENPORT BALANCED INCOME FUND Williamsburg Investment Trust | 39,078 | 1.8M $ | 0.65 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Large Cap Value Insights Fund Goldman Sachs Trust | 34,342 | 1.8M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 32,536 | 1.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 35,541 | 1.6M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 34,194 | 1.6M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 29,955 | 1.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 33,789 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Parametric Equity Premium Income ETF Morgan Stanley ETF Trust | 33,651 | 1.6M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 33,580 | 1.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 29,268 | 1.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 29,258 | 1.5M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 31,991 | 1.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| DF Tactical Dividend Fund Northern Lights Fund Trust | 31,488 | 1.5M $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap ETF iShares Trust | 27,885 | 1.5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 31,125 | 1.4M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| 1789 GROWTH AND INCOME FUND Pinnacle Capital Management Funds Trust | 27,125 | 1.4M $ | 4.27 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Multifactor Fund WisdomTree Trust | 29,925 | 1.4M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 29,371 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 25,757 | 1.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 24,770 | 1.3M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 27,789 | 1.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |