Funds holding GXO Logistics Inc
352 funds declare a position · 94 ETFs and 258 other funds · 2.2B $ · US36262G1013
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF iShares Trust | 3,791,376 | 196.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,639,735 | 188.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,645,133 | 137.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,684,351 | 87.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Value Fund Legg Mason Global Asset Management Trust | 1,200,000 | 68.6M $ | 1.64 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 1,278,077 | 66.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,051,157 | 60.1M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 981,466 | 56.1M $ | 0.58 % | as of Apr 30, 2026 · Original filing |
| Fidelity Stock Selector Small Cap Fund Fidelity Capital Trust | 886,382 | 50.6M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 762,515 | 43.6M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Victory Sycamore Small Company Opportunity Fund Victory Portfolios | 825,000 | 42.8M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Select Fund Legg Mason Partners Investment Trust | 673,725 | 38.5M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 597,367 | 37.5M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| AMG River Road Small Cap Value Fund AMG Funds IV | 649,545 | 37.1M $ | 3.42 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust | 629,783 | 36M $ | 1.80 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Small Cap Opportunities Fund Fidelity Securities Fund | 627,118 | 35.8M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 555,600 | 34.9M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| AB Discovery Value Fund AB TRUST | 531,578 | 33.4M $ | 1.35 % | as of Feb 28, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 567,999 | 32.4M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 488,299 | 30.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 582,004 | 30.2M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 559,951 | 29M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 458,578 | 26.2M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 429,463 | 24.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| BBH Select Mid Cap ETF BBH Trust | 423,169 | 24.2M $ | 4.64 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 415,685 | 23.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 431,189 | 22.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 358,357 | 20.5M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 356,135 | 20.3M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 315,300 | 19.8M $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 309,122 | 19.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Transportation ETF iShares Trust | 332,217 | 19M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 305,527 | 17.5M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| ROBO Global Robotics and Automation Index ETF EXCHANGE TRADED CONCEPTS TRUST | 289,631 | 16.5M $ | 0.93 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 213,732 | 13.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 255,926 | 13.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 215,322 | 12.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 207,107 | 11.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 174,284 | 11M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 168,982 | 10.6M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| AMG River Road Small-Mid Cap Value Fund AMG Funds IV | 175,278 | 10M $ | 3.04 % | as of Apr 30, 2026 · Original filing |
| JNL Multi-Manager Small Cap Value Fund JNL Series Trust | 192,776 | 10M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 164,712 | 9.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 181,200 | 9.4M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 176,344 | 9.1M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 175,393 | 9.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 158,720 | 9.1M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 163,725 | 8.5M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 163,250 | 8.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INDUSTRIALS INDEX FUND VANGUARD WORLD FUND | 131,119 | 8.2M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 152,930 | 7.9M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 147,410 | 7.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 146,679 | 7.6M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. | 115,246 | 7.2M $ | 5.53 % | as of Feb 28, 2026 · Original filing |
| ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust | 135,685 | 7M $ | 1.78 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 111,534 | 7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 111,427 | 7M $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| AB Small Cap Value Portfolio AB CAP FUND, INC. | 107,603 | 6.8M $ | 1.18 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 128,700 | 6.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Transportation ETF SPDR SERIES TRUST | 123,158 | 6.4M $ | 2.39 % | as of Mar 31, 2026 · Original filing |
| SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST | 107,453 | 6.1M $ | 1.25 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 115,797 | 6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| First Eagle Small Cap Opportunity Fund First Eagle Funds | 104,078 | 5.9M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 94,317 | 5.9M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 99,777 | 5.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 89,340 | 5.6M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| VIP Value Portfolio Variable Insurance Products Fund | 104,170 | 5.4M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 84,421 | 5.3M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 95,974 | 5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 93,863 | 4.9M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 84,325 | 4.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Select Transportation Portfolio Fidelity Select Portfolios | 76,302 | 4.8M $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 80,574 | 4.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Destinations Multi Strategy Alternatives Fund Brinker Capital Destinations Trust | 72,946 | 4.6M $ | 0.86 % | as of Feb 28, 2026 · Original filing |
| Fidelity Puritan Fund Fidelity Puritan Trust | 70,000 | 4.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 82,841 | 4.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 65,493 | 4.1M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 65,421 | 4.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 70,402 | 4M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 75,300 | 3.9M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 67,797 | 3.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| First Trust Nasdaq Transportation ETF First Trust Exchange-Traded Fund VI | 73,852 | 3.8M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 66,400 | 3.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Adara Smaller Companies Fund RBB Fund, Inc. | 59,196 | 3.7M $ | 0.49 % | as of Feb 28, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 71,357 | 3.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 69,981 | 3.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Motley Fool Small-Cap Growth ETF RBB Fund, Inc. | 56,976 | 3.6M $ | 5.17 % | as of Feb 28, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 62,004 | 3.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 59,446 | 3.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 64,634 | 3.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 64,610 | 3.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| First Trust Industrials/Producer Durables AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 57,471 | 3.3M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Midcap 400 Pure Value ETF Invesco Exchange-Traded Fund Trust | 56,601 | 3.2M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust | 62,302 | 3.2M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 48,457 | 3M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 47,694 | 3M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 57,339 | 3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 55,300 | 2.9M $ | 2.50 % | as of Mar 31, 2026 · Original filing |
| SBH SMALL CAP VALUE FUND Segall Bryant & Hamill Trust | 55,200 | 2.9M $ | 0.74 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 55,061 | 2.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 48,747 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 53,588 | 2.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Select Fund Trust for Professional Managers | 44,185 | 2.8M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 53,248 | 2.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 53,014 | 2.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 47,343 | 2.7M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 46,301 | 2.6M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 50,977 | 2.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 45,625 | 2.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 43,806 | 2.5M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,980 | 2.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Small Cap ETF John Hancock Exchange-Traded Fund Trust | 46,381 | 2.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 41,223 | 2.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Mid Cap Growth Fund Legg Mason Partners Investment Trust | 40,910 | 2.3M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| Guardian Small Cap Value Diversified VIP Fund Guardian Variable Products Trust | 44,770 | 2.3M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 40,247 | 2.3M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Kirr, Marbach Partners Value Fund Kirr Marbach Partners Funds Inc | 43,665 | 2.3M $ | 2.18 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 39,285 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 43,168 | 2.2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Value Fund Fidelity Advisor Series I | 38,880 | 2.2M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 42,188 | 2.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| First Trust Nasdaq Artificial Intelligence and Robotics ETF First Trust Exchange-Traded Fund VI | 42,126 | 2.2M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 33,693 | 2.1M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| SUMMITRY EQUITY FUND Valued Advisers Trust | 37,043 | 2.1M $ | 2.70 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 40,676 | 2.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 39,645 | 2.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 39,393 | 2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 35,623 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 38,862 | 2M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 34,456 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 34,432 | 2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Industrials Index ETF FIDELITY COVINGTON TRUST | 34,153 | 2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| AMG River Road Focused Absolute Value Fund AMG Funds IV | 31,381 | 1.8M $ | 3.74 % | as of Apr 30, 2026 · Original filing |
| RBC SMID Cap Growth Fund RBC Funds Trust | 33,590 | 1.7M $ | 1.58 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 33,486 | 1.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Leuthold Core Investment Fund Managed Portfolio Series | 32,395 | 1.7M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| FORT PITT CAPITAL TOTAL RETURN FUND Exchange Place Advisors Trust | 29,398 | 1.7M $ | 2.65 % | as of Apr 30, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 28,930 | 1.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 28,921 | 1.7M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 26,125 | 1.6M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 31,381 | 1.6M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small/Mid Cap Growth Fund LOOMIS SAYLES FUNDS II | 31,130 | 1.6M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Industrials ETF iShares Trust | 28,185 | 1.6M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| PIMCO RAE US Small Fund PIMCO Equity Series | 29,291 | 1.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 24,128 | 1.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 25,907 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND | 28,424 | 1.5M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| LVIP T. Rowe Price Structured Mid-Cap Growth Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 28,400 | 1.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 25,632 | 1.5M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 25,280 | 1.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II | 27,033 | 1.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 25,800 | 1.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 24,895 | 1.3M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 22,046 | 1.3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 24,276 | 1.3M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| TCW Relative Value Mid Cap Fund TCW FUNDS INC | 21,657 | 1.2M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 21,572 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 23,475 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 18,735 | 1.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 17,990 | 1.1M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Penn Capital Special Situations Small Cap Equity Fund RBB Fund Trust | 17,918 | 1.1M $ | 1.29 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 19,238 | 1.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 21,096 | 1.1M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VY(R) T. ROWE PRICE DIVERSIFIED MID CAP GROWTH PORTFOLIO Voya Partners Inc | 20,400 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value K6 Fund Fidelity Devonshire Trust | 17,875 | 1M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| Aristotle Small Cap Equity Fund Aristotle Fund Series Trust | 19,532 | 1M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 17,627 | 1M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 17,576 | 1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 17,505 | 1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 19,077 | 989.1K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 18,636 | 966.3K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 18,425 | 955.3K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 16,617 | 949.3K $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 18,058 | 936.3K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 18,058 | 936.3K $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 15,978 | 912.8K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 14,333 | 900.5K $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 15,232 | 870.2K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust | 16,453 | 853.1K $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 16,187 | 839.3K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 14,588 | 833.4K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 14,529 | 830K $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 14,900 | 772.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 14,673 | 760.8K $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust | 13,154 | 751.5K $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 14,264 | 739.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| M Capital Appreciation Fund M FUND INC | 14,253 | 739K $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 12,856 | 734.5K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 12,803 | 731.4K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust | 13,967 | 724.2K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Dunham Small Cap Value Fund Dunham Funds | 12,041 | 687.9K $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 13,116 | 680.1K $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust | 12,780 | 662.6K $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 12,476 | 646.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Diversified Stock Fund Fidelity Destiny Portfolios | 12,400 | 642.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Leuthold Select Industries ETF Managed Portfolio Series | 11,856 | 614.7K $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI World Small-Cap ETF iShares Trust | 9,500 | 596.9K $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Industrials Sector Fund JNL Series Trust | 11,478 | 595.1K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Neuberger Mid Cap Intrinsic Value Fund NEUBERGER BERMAN EQUITY FUNDS | 9,442 | 593.2K $ | 1.14 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,153 | 575.1K $ | 0.01 % | as of Feb 28, 2026 · Original filing |