Funds holding Hewlett Packard Enterprise Co
717 funds declare a position · 230 ETFs and 487 other funds · 12.1B $ · US42824C1099
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 | 42,204,918 | 1B $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 33,769,191 | 804M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 28,697,289 | 683.3M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Income Fund JPMorgan Trust II | 23,133,448 | 550.8M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 17,090,280 | 406.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 15,232,003 | 362.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 16,791,671 | 360.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 12,292,790 | 292.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Columbia Seligman Technology and Information Fund Columbia Funds Series Trust II | 12,708,600 | 272.9M $ | 1.34 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND | 12,614,985 | 270.8M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund | 9,273,610 | 266.8M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| New Perspective Fund New Perspective Fund | 11,171,700 | 266M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Technology Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 9,965,172 | 237.3M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 8,000,000 | 230.2M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 7,871,908 | 226.5M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 8,692,612 | 207M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 8,638,029 | 205.7M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 7,488,268 | 178.3M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Value Factor ETF iShares Trust | 5,423,519 | 156M $ | 1.30 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 5,249,928 | 151M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 4,934,677 | 142M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 4,307,630 | 123.9M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 5,765,150 | 123.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 5,091,779 | 121.2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 5,032,879 | 119.8M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 5,000,000 | 119.1M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 4,229,246 | 100.7M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 2,952,900 | 85M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Technology ETF Invesco Exchange-Traded Fund Trust | 2,601,062 | 74.8M $ | 1.60 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 3,055,800 | 72.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 2,792,372 | 66.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | 2,722,714 | 64.8M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| New Economy Fund New Economy Fund | 2,958,800 | 63.5M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 2,458,600 | 58.5M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| Columbia Seligman Global Technology Fund Columbia Funds Series Trust II | 1,915,720 | 55.1M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 2,292,777 | 54.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 1,896,074 | 54.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 2,467,392 | 53M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 2,221,629 | 52.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 2,205,650 | 52.5M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Technology ETF iShares Trust | 1,752,306 | 50.4M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Asset Allocation Fund AMERICAN FUNDS INSURANCE SERIES | 2,050,962 | 48.8M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| First Trust Cloud Computing ETF First Trust Exchange-Traded Fund II | 2,028,533 | 48.3M $ | 2.06 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 1,920,313 | 45.7M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST | 1,584,424 | 45.6M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,948,981 | 41.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 1,701,412 | 40.5M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| First Trust NASDAQ Technology Dividend Index Fund First Trust Exchange-Traded Fund VI | 1,691,052 | 40.3M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 1,678,517 | 40M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Defiance Quantum ETF ETF Series Solutions | 1,665,647 | 39.7M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 1,801,154 | 38.7M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 1,564,571 | 37.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,559,926 | 37.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 1,523,277 | 36.3M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,250,992 | 36M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,228,466 | 35.3M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 1,211,673 | 34.9M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds | 1,202,330 | 34.6M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| BlackRock Large Cap Focus Value Fund, Inc. BlackRock Large Cap Focus Value Fund, Inc. | 1,409,088 | 33.6M $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 1,139,692 | 32.8M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 1,120,455 | 32.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 1,328,376 | 31.6M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 1,072,616 | 30.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 1,287,180 | 30.6M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| JNL/Goldman Sachs 4 Fund JNL Series Trust | 1,243,288 | 29.6M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 1,234,850 | 29.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 1,359,585 | 29.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 1,215,797 | 28.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Nuveen Mid Cap Value Fund TIAA-CREF Funds | 931,517 | 26.8M $ | 1.61 % | as of Apr 30, 2026 · Original filing |
| LargeCap Value Fund III Principal Funds, Inc | 926,498 | 26.7M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 1,119,191 | 26.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| SEI Enhanced U.S. Large Cap Value Factor ETF SEI EXCHANGE TRADED FUNDS | 1,103,335 | 26.3M $ | 2.24 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 864,886 | 24.9M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Global X Artificial Intelligence & Technology ETF GLOBAL X FUNDS | 1,147,424 | 24.6M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 851,892 | 24.5M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Global Growth Fund AMERICAN FUNDS INSURANCE SERIES | 1,027,837 | 24.5M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| ALPS Sector Dividend Dogs ETF ALPS ETF TRUST | 1,054,824 | 22.6M $ | 1.63 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 950,864 | 22.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Global Shareholder Yield Fund John Hancock Funds III | 949,936 | 22.6M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| PRIMECAP Odyssey Growth Fund PRIMECAP Odyssey Funds | 783,600 | 22.5M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 782,353 | 22.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 758,120 | 21.8M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 989,577 | 21.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| NYLI Epoch Global Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 716,765 | 20.6M $ | 2.21 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 715,194 | 20.6M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 690,056 | 19.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 829,865 | 19.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 680,144 | 19.6M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| BlackRock Mid-Cap Value Fund BlackRock Mid-Cap Value Series, Inc. | 670,649 | 19.3M $ | 1.84 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 897,853 | 19.3M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust | 663,992 | 19.1M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 801,685 | 19.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 747,924 | 17.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| DWS CROCI(R) Equity Dividend Fund DEUTSCHE DWS INVESTMENT TRUST | 827,300 | 17.8M $ | 2.18 % | as of Feb 28, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 735,254 | 17.5M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 732,247 | 17.4M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| PIMCO RAE US Fund PIMCO Equity Series | 712,137 | 17M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 711,355 | 16.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 707,536 | 16.8M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 577,274 | 16.6M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 765,590 | 16.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 762,730 | 16.4M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| NYLI Income Builder Fund NEW YORK LIFE INVESTMENTS FUNDS | 568,269 | 16.3M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| iShares Expanded Tech Sector ETF iShares Trust | 679,510 | 16.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Large-Cap Value ETF NuShares ETF Trust | 552,592 | 15.9M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| Integrity Dividend Harvest Fund INTEGRITY FUNDS | 550,000 | 15.8M $ | 2.23 % | as of Apr 30, 2026 · Original filing |
| EQ/JPMorgan Value Opportunities Portfolio EQ Advisors Trust | 659,966 | 15.7M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 541,853 | 15.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| First Trust Technology AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 534,217 | 15.4M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 638,615 | 15.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 629,502 | 15M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 696,469 | 15M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 515,116 | 14.8M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 514,538 | 14.8M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 685,744 | 14.7M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 685,737 | 14.7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| BlackRock High Equity Income Fund BlackRock Funds | 684,788 | 14.7M $ | 0.70 % | as of Feb 27, 2026 · Original filing |
| Victory Income Stock Fund Victory Portfolios III | 510,227 | 14.7M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 609,438 | 14.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 605,521 | 14.4M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| Columbia Dividend Opportunity Fund Columbia Funds Series Trust II | 667,900 | 14.3M $ | 0.61 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 663,809 | 14.3M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 582,817 | 13.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 472,200 | 13.6M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 563,692 | 13.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 464,429 | 13.4M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 444,176 | 12.8M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 433,571 | 12.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 577,143 | 12.4M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 425,268 | 12.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 418,580 | 12M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 491,653 | 11.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| iShares Global Tech ETF iShares Trust | 484,316 | 11.5M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| SA JPMorgan Equity-Income Portfolio SUNAMERICA SERIES TRUST | 397,139 | 11.4M $ | 1.47 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 395,906 | 11.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 527,756 | 11.3M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 469,375 | 11.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Value Fund Touchstone Strategic Trust | 462,790 | 11M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 458,986 | 10.9M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 457,619 | 10.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 449,091 | 10.7M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 368,864 | 10.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Information Technology Sector Fund JNL Series Trust | 437,146 | 10.4M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 419,397 | 10M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 336,474 | 9.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| AST Large-Cap Value Portfolio Advanced Series Trust | 404,816 | 9.6M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Technology Bull 3X Shares Direxion Shares ETF Trust | 325,235 | 9.4M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 434,151 | 9.3M $ | 0.82 % | as of Feb 28, 2026 · Original filing |
| Stock Index Fund Northern Funds | 384,692 | 9.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust | 313,050 | 9M $ | 2.09 % | as of Apr 30, 2026 · Original filing |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 378,259 | 9M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 312,797 | 9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Roundhill Generative Ai & Technology ETF Tidal Trust II | 309,819 | 8.9M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 373,417 | 8.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Disciplined U.S. Equity Portfolio GLENMEDE FUND INC | 308,125 | 8.9M $ | 2.20 % | as of Apr 30, 2026 · Original filing |
| Steward Global Equity Income Fund Steward Funds Inc | 306,794 | 8.8M $ | 1.85 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST | 305,039 | 8.8M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 301,145 | 8.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Equity Factor ETF iShares Trust | 300,084 | 8.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 361,909 | 8.6M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 358,777 | 8.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 350,720 | 8.4M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| 1290 VT Equity Income Portfolio EQ Advisors Trust | 349,734 | 8.3M $ | 1.87 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 385,669 | 8.3M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 287,522 | 8.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| CAPITAL GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 342,550 | 8.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 280,988 | 8.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 280,195 | 8.1M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 279,799 | 8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 276,856 | 8M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| Carillon Eagle Growth & Income Fund Carillon Series Trust | 322,746 | 7.7M $ | 1.62 % | as of Mar 31, 2026 · Original filing |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 263,612 | 7.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 255,007 | 7.3M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP Income Builder Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 299,513 | 7.1M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 296,933 | 7.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Odyssey Funds | 245,650 | 7.1M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| DWS CROCI(R) U.S. Fund DEUTSCHE DWS INVESTMENT TRUST | 295,933 | 7M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 294,388 | 7M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 293,611 | 7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Momentum Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 241,396 | 6.9M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 290,403 | 6.9M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust | 287,782 | 6.9M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 286,676 | 6.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 316,827 | 6.8M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 231,484 | 6.7M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 275,241 | 6.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 302,310 | 6.5M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 270,711 | 6.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Victory Growth & Income Fund Victory Portfolios III | 222,140 | 6.4M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 293,294 | 6.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 254,584 | 6.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 High Beta ETF Invesco Exchange-Traded Fund Trust II | 277,368 | 6M $ | 0.93 % | as of Feb 28, 2026 · Original filing |
| AQR Managed Futures Strategy HV Fund AQR Funds | 249,676 | 5.9M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Dividend Opportunity Fund Columbia Funds Variable Series Trust II | 246,300 | 5.9M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 203,743 | 5.9M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust | 245,248 | 5.8M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. | 202,294 | 5.8M $ | 1.61 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST | 198,910 | 5.7M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| Value Advantage Portfolio PACIFIC SELECT FUND | 238,897 | 5.7M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Science & Technology Fund, Inc. T. ROWE PRICE SCIENCE & TECHNOLOGY FUND, INC. | 232,338 | 5.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |