Funds holding Globe Life Inc
541 funds declare a position · 152 ETFs and 389 other funds · 4.2B $ · US37959E1029
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,493,174 | 347M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 2,023,449 | 281.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,813,275 | 252.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) | 1,416,810 | 218.6M $ | 2.03 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,196,412 | 184.6M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,154,638 | 160.7M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Invesco Value Opportunities Fund AIM Sector Funds (Invesco Sector Funds) | 1,026,146 | 158.3M $ | 1.88 % | as of Apr 30, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 1,013,080 | 147.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 1,023,300 | 142.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 830,221 | 115.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 534,714 | 82.5M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 539,333 | 75.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 482,379 | 74.4M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 447,029 | 69M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST | 489,482 | 68.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 467,758 | 65.1M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 448,704 | 62.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 402,011 | 62M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 428,519 | 59.6M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 348,349 | 50.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 294,841 | 45.5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 305,647 | 42.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 248,000 | 38.3M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 244,629 | 35.5M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 214,855 | 31.2M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 205,700 | 28.6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 184,173 | 28.4M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 175,435 | 27.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 175,217 | 25.5M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 182,223 | 25.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 163,729 | 25.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 172,050 | 23.9M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 166,817 | 23.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 148,519 | 21.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 129,350 | 20M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 135,368 | 19.7M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 122,997 | 19M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 136,226 | 19M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 122,861 | 19M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 116,150 | 17.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 117,802 | 17.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 110,398 | 17M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Victory RS Partners Fund Victory Portfolios | 120,920 | 16.8M $ | 2.89 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 114,459 | 15.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 105,877 | 14.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 104,117 | 14.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 98,815 | 14.4M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 91,609 | 14.1M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust | 96,835 | 13.5M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 93,173 | 13M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 83,700 | 12.9M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| Brighthouse/Artisan Mid Cap Value Portfolio Brighthouse Funds Trust II | 92,389 | 12.9M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| SEGALL BRYANT & HAMILL SELECT EQUITY ETF Segall Bryant & Hamill Trust | 92,248 | 12.8M $ | 4.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 91,690 | 12.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 84,685 | 12.3M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 82,221 | 11.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 80,509 | 11.7M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 68,591 | 10.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Artisan Mid Cap Value Fund Artisan Partners Funds Inc. | 75,095 | 10.5M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 74,371 | 10.4M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 66,510 | 10.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 64,617 | 10M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Hartford Global Impact Fund HARTFORD MUTUAL FUNDS, INC | 64,576 | 10M $ | 2.95 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 64,305 | 9.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 69,712 | 9.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco V.I. American Value Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 68,191 | 9.5M $ | 2.30 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 66,271 | 9.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| EIC Value Fund FundVantage Trust | 58,988 | 9.1M $ | 2.44 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 65,056 | 9.1M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| Victory RS Value Fund Victory Portfolios | 64,510 | 9M $ | 3.66 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 55,527 | 8.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 55,520 | 8.6M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 61,469 | 8.6M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 60,900 | 8.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 58,870 | 8.2M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 56,688 | 7.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 54,994 | 7.7M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 50,614 | 7.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 46,733 | 7.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 51,007 | 7.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 49,438 | 6.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 43,880 | 6.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 46,252 | 6.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 46,051 | 6.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 46,291 | 6.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 41,257 | 6.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 44,251 | 6.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 41,767 | 6.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 43,100 | 6M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 38,767 | 6M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 38,670 | 6M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 40,958 | 5.9M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Nuance Mid Cap Value Fund Managed Portfolio Series | 37,887 | 5.8M $ | 2.02 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 38,933 | 5.7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Nationwide U.S. 130/30 Equity Portfolio Nationwide Mutual Funds | 36,559 | 5.6M $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| Fidelity Blue Chip Value Fund Fidelity Securities Fund | 35,900 | 5.5M $ | 0.86 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 33,828 | 5.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 37,466 | 5.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 35,913 | 5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 32,372 | 5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 32,195 | 5M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Insurance ETF iShares Trust | 35,433 | 4.9M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 35,406 | 4.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 34,008 | 4.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 30,025 | 4.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 29,269 | 4.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust | 30,884 | 4.5M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 31,559 | 4.4M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 29,925 | 4.3M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 27,959 | 4.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 27,833 | 4.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 29,743 | 4.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 26,517 | 4.1M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 26,149 | 4M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | 28,655 | 4M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 25,292 | 3.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 24,342 | 3.8M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| Victory RS Investors Fund Victory Portfolios | 26,560 | 3.7M $ | 5.13 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 26,412 | 3.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 23,311 | 3.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 25,144 | 3.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 22,619 | 3.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 25,074 | 3.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 21,961 | 3.4M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series | 21,433 | 3.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 21,354 | 3.3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 22,810 | 3.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 22,386 | 3.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 20,157 | 3.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 20,014 | 3.1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| LS OPPORTUNITY FUND Valued Advisers Trust | 21,000 | 3.1M $ | 3.21 % | as of Feb 28, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds | 21,785 | 3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 19,368 | 3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 21,182 | 2.9M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 20,966 | 2.9M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 19,661 | 2.9M $ | 0.06 % | as of Feb 27, 2026 · Original filing |
| Victory Small Cap Stock Fund Victory Portfolios III | 18,470 | 2.8M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 18,216 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 18,062 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| FlexShares Quality Dividend Defensive Index Fund FlexShares Trust | 17,928 | 2.8M $ | 0.52 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 18,715 | 2.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 17,371 | 2.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 18,244 | 2.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 16,888 | 2.6M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 18,708 | 2.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD U.S. MOMENTUM FACTOR ETF VANGUARD WELLINGTON FUND | 17,907 | 2.6M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 16,762 | 2.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 17,585 | 2.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Pzena Mid Cap Value Fund Advisors Series Trust | 17,112 | 2.5M $ | 2.52 % | as of Feb 28, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 17,801 | 2.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios | 17,721 | 2.5M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 17,590 | 2.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 15,708 | 2.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| GuideMark Large Cap Core Fund GPS Funds I | 17,201 | 2.4M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Systematic Value Fund VALIC Co I | 16,425 | 2.4M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds | 17,038 | 2.4M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 15,240 | 2.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 16,885 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 15,228 | 2.3M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 15,006 | 2.3M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 14,887 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 16,489 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 16,379 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 16,334 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 15,483 | 2.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| First Trust Active Factor Large Cap ETF First Trust Exchange-Traded Fund VIII | 15,307 | 2.2M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 14,194 | 2.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Systematic Core Fund VALIC Co I | 15,061 | 2.2M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 15,679 | 2.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND | 13,890 | 2.1M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 13,716 | 2.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| SA Franklin Systematic U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 13,695 | 2.1M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. QUALITY FACTOR ETF VANGUARD WELLINGTON FUND | 13,964 | 2M $ | 0.45 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 14,151 | 2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value Fund American Century ETF Trust | 13,309 | 1.9M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 13,280 | 1.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 12,464 | 1.9M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Pzena Small Cap Value Fund Advisors Series Trust | 13,183 | 1.9M $ | 2.02 % | as of Feb 28, 2026 · Original filing |
| Victory Diversified Stock Fund Victory Portfolios | 13,548 | 1.9M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 13,531 | 1.9M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Horizon Multi-Factor U.S. Equity Fund Horizon Funds | 12,733 | 1.8M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| AQR Large Cap Multi-Style Fund AQR Funds | 13,242 | 1.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Voya Global High Dividend Low Volatility Portfolio Voya VARIABLE PORTFOLIOS INC | 13,224 | 1.8M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| Large Cap Core Fund Northern Funds | 13,211 | 1.8M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 13,175 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 12,500 | 1.8M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Equity Factor ETF iShares Trust | 11,711 | 1.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 11,552 | 1.8M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 12,773 | 1.8M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 12,686 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 11,817 | 1.7M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 12,280 | 1.7M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 12,250 | 1.7M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 12,131 | 1.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 1919 Financial Services Fund Advisor Managed Portfolios | 11,972 | 1.7M $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 10,774 | 1.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Aggressive Investors 1 Fund Bridgeway Funds, Inc. | 11,700 | 1.6M $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 11,648 | 1.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VOYA Global High Dividend Low Volatility Fund Voya Mutual Funds | 10,477 | 1.6M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust | 10,476 | 1.6M $ | 0.51 % | as of Apr 30, 2026 · Original filing |