Funds holding Iron Mountain Inc
626 funds declare a position · 172 ETFs and 454 other funds · 12B $ · US46284V1017
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| VANGUARD REAL ESTATE INDEX FUND VANGUARD SPECIALIZED FUNDS | 10,974,169 | 1.4B $ | 1.98 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 8,938,524 | 913M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 7,518,827 | 768M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 6,069,577 | 619.9M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 3,761,740 | 407.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 3,804,159 | 388.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Institutional Realty Shares COHEN & STEERS INSTITUTIONAL REALTY SHARES INC | 3,091,475 | 315.8M $ | 3.85 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Realty Shares COHEN & STEERS REALTY SHARES INC | 2,760,718 | 282M $ | 3.86 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 2,599,887 | 265.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Real Estate Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 2,449,532 | 250.2M $ | 3.42 % | as of Mar 31, 2026 · Original filing |
| VANGUARD REAL ESTATE II INDEX FUND VANGUARD FIXED INCOME SECURITIES FUNDS | 1,945,543 | 245.1M $ | 2.32 % | as of Apr 30, 2026 · Original filing |
| Cohen & Steers Real Estate Securities Fund COHEN & STEERS REAL ESTATE SECURITIES FUND INC | 2,326,030 | 237.6M $ | 2.75 % | as of Mar 31, 2026 · Original filing |
| Income Fund of America Income Fund of America | 1,867,169 | 235.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. REIT ETF SCHWAB STRATEGIC TRUST | 2,044,844 | 221.5M $ | 2.28 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 2,137,646 | 218.3M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| Real Estate Securities Fund Principal Funds, Inc | 1,620,686 | 204.2M $ | 3.03 % | as of Apr 30, 2026 · Original filing |
| DFA REAL ESTATE SECURITIES PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,614,260 | 203.4M $ | 2.93 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,568,229 | 197.6M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,667,662 | 170.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| DFA Global Real Estate Securities Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,132,472 | 142.7M $ | 1.87 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,086,745 | 136.9M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| iShares Core U.S. REIT ETF iShares Trust | 954,070 | 120.2M $ | 3.19 % | as of Apr 30, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 910,700 | 114.7M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,122,155 | 114.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| iShares Global REIT ETF iShares Trust | 782,145 | 98.5M $ | 2.06 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Real Estate ETF iShares Trust | 934,834 | 95.5M $ | 2.40 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST | 922,441 | 94.2M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Investment Portfolio Fidelity Select Portfolios | 684,752 | 86.3M $ | 2.63 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 657,292 | 82.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| iShares Select U.S. REIT ETF iShares Trust | 642,586 | 81M $ | 3.83 % | as of Apr 30, 2026 · Original filing |
| Fidelity Real Estate Index Fund Fidelity Salem Street Trust | 605,292 | 76.3M $ | 2.41 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI Real Estate Fund Fidelity Summer Street Trust | 565,304 | 71.2M $ | 2.62 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 674,345 | 68.9M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Dimensional Global Real Estate ETF Dimensional ETF Trust | 530,031 | 66.8M $ | 1.90 % | as of Apr 30, 2026 · Original filing |
| Nuveen Real Estate Securities Select Fund TIAA-CREF Funds | 642,995 | 65.7M $ | 2.54 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 621,449 | 63.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 553,029 | 59.9M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 510,445 | 52.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Real Estate ETF Dimensional ETF Trust | 390,095 | 49.1M $ | 2.92 % | as of Apr 30, 2026 · Original filing |
| iShares FTSE NAREIT All Equity REIT Index Fund BlackRock Funds | 379,861 | 47.9M $ | 2.44 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 437,473 | 47.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Baron Real Estate Fund BARON SELECT FUNDS | 433,300 | 44.3M $ | 2.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Real Estate Equity Central Fund Fidelity Central Investment Portfolios LLC | 428,400 | 43.8M $ | 4.64 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 421,688 | 43.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 371,364 | 37.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 343,210 | 37.2M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Cohen & Steers Global Realty Shares, Inc. COHEN & STEERS GLOBAL REALTY SHARES, INC | 361,961 | 37M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| DWS RREEF Real Estate Securities Fund DEUTSCHE DWS SECURITIES TRUST | 361,269 | 36.9M $ | 3.92 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 347,596 | 35.5M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Real Estate Index ETF FIDELITY COVINGTON TRUST | 277,673 | 35M $ | 2.42 % | as of Apr 30, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 329,930 | 33.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 303,161 | 32.8M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| DWS RREEF Real Assets Fund DEUTSCHE DWS MARKET TRUST | 317,530 | 32.4M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 250,691 | 31.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 291,020 | 31.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 241,029 | 30.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders MSCI US REIT ETF J.P. Morgan Exchange-Traded Fund Trust | 275,514 | 29.8M $ | 2.64 % | as of Feb 28, 2026 · Original filing |
| PGIM Global Real Estate Fund Prudential Investment Portfolios 12 | 226,981 | 28.6M $ | 2.71 % | as of Apr 30, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 265,752 | 27.1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 264,684 | 27M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Value Strategies Fund Fidelity Advisor Series I | 240,200 | 26M $ | 1.35 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 248,972 | 25.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Invesco Real Estate Fund AIM Investment Securities Funds (Invesco Investment Securities Funds) | 220,181 | 23.9M $ | 3.42 % | as of Feb 28, 2026 · Original filing |
| Global Real Estate Securities Fund Principal Funds, Inc | 189,124 | 23.8M $ | 1.39 % | as of Apr 30, 2026 · Original filing |
| Global Real Estate Fund American Century Capital Portfolios, Inc. | 185,133 | 23.3M $ | 2.86 % | as of Apr 30, 2026 · Original filing |
| Neuberger Real Estate Fund NEUBERGER BERMAN EQUITY FUNDS | 210,550 | 22.8M $ | 3.39 % | as of Feb 28, 2026 · Original filing |
| REAL ESTATE INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 217,931 | 22.3M $ | 2.03 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 175,047 | 22.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 210,399 | 21.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| CBRE Global Real Estate Portfolio Brighthouse Funds Trust I | 207,117 | 21.2M $ | 2.61 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 198,455 | 20.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nuveen Real Estate Securities Fund Nuveen Investment Funds, Inc. | 198,107 | 20.2M $ | 2.71 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO | 154,922 | 19.5M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 153,418 | 19.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 189,200 | 19.3M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Pacer Data & Infrastructure Real Estate ETF Pacer Funds Trust | 152,889 | 19.3M $ | 4.87 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 185,060 | 18.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 173,223 | 18.8M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 170,871 | 18.5M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 179,673 | 18.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund American Century Capital Portfolios, Inc. | 170,629 | 17.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 160,104 | 17.3M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 155,845 | 16.9M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 155,090 | 16.8M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| Fidelity Growth Strategies Fund Fidelity Mt. Vernon Street Trust | 154,193 | 16.7M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II | 132,001 | 16.6M $ | 1.14 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 153,445 | 16.6M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Real Estate Fund American Century Capital Portfolios, Inc. | 130,969 | 16.5M $ | 3.10 % | as of Apr 30, 2026 · Original filing |
| Global Real Estate Securities Fund RUSSELL INVESTMENT FUNDS | 160,729 | 16.4M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 128,825 | 16.2M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| Federated Hermes MDT Mid Cap Growth Fund Federated Hermes Equity Funds | 128,148 | 16.1M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 158,055 | 16.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Dividend Builder Fund Eaton Vance Special Investment Trust | 154,100 | 15.7M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| BlackRock Real Estate Securities Fund BlackRock Funds | 124,883 | 15.7M $ | 3.60 % | as of Apr 30, 2026 · Original filing |
| PGIM US Real Estate Fund Prudential Investment Portfolios 12 | 147,754 | 15.1M $ | 5.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 119,329 | 15M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Fidelity Trend Fund Fidelity Trend Fund | 145,300 | 14.8M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Vert Global Sustainable Real Estate ETF Manager Directed Portfolios | 143,378 | 14.6M $ | 3.19 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Select Mid Cap Growth Fund Victory Portfolios IV | 134,904 | 14.6M $ | 0.86 % | as of Feb 28, 2026 · Original filing |
| VIP Real Estate Portfolio Variable Insurance Products Fund IV | 142,200 | 14.5M $ | 4.44 % | as of Mar 31, 2026 · Original filing |
| Virtus Duff & Phelps Real Estate Securities Fund Virtus Opportunities Trust | 141,975 | 14.5M $ | 4.25 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 112,127 | 14.1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| VIP Value Strategies Portfolio Variable Insurance Products Fund III | 136,200 | 13.9M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| SA Fidelity Institutional AM Real Estate Portfolio SUNAMERICA SERIES TRUST | 109,700 | 13.8M $ | 5.45 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 135,126 | 13.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 133,867 | 13.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| State Farm Growth Fund Advisers Investment Trust | 129,400 | 13.2M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 101,374 | 12.8M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Avantis Real Estate ETF American Century ETF Trust | 117,081 | 12.7M $ | 1.63 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 120,689 | 12.3M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 96,431 | 12.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 95,135 | 12M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 94,704 | 11.9M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 93,944 | 11.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 106,281 | 10.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 98,817 | 10.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 82,121 | 10.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Invesco Dorsey Wright Momentum ETF Invesco Exchange-Traded Fund Trust | 81,427 | 10.3M $ | 0.70 % | as of Apr 30, 2026 · Original filing |
| NYLI Epoch Global Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 80,901 | 10.2M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| Global Real Estate Index Fund Northern Funds | 98,835 | 10.1M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 97,059 | 9.9M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Real Estate Portfolio PACIFIC SELECT FUND | 96,291 | 9.8M $ | 3.07 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 94,138 | 9.6M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 93,368 | 9.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 74,910 | 9.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 73,185 | 9.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Virtus Duff & Phelps Global Real Estate Securities Fund Virtus Opportunities Trust | 90,065 | 9.2M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. | 89,843 | 9.2M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Global Shareholder Yield Fund John Hancock Funds III | 87,779 | 9M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Mid-Cap Value ETF NuShares ETF Trust | 70,428 | 8.9M $ | 2.06 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 86,289 | 8.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 69,452 | 8.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 83,481 | 8.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Cohen & Steers Real Estate Active ETF Cohen & Steers ETF Trust | 83,307 | 8.5M $ | 2.94 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 67,425 | 8.5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 66,198 | 8.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| AST Multi-Asset Diversified Plus Portfolio Advanced Series Trust | 81,151 | 8.3M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| LVIP Nomura U.S. REIT Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 79,790 | 8.1M $ | 2.30 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 79,586 | 8.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 79,526 | 8.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| NYLI Income Builder Fund NEW YORK LIFE INVESTMENTS FUNDS | 64,141 | 8.1M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 79,056 | 8.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 78,850 | 8.1M $ | 0.79 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Securities Fund RUSSELL INVESTMENT CO | 63,309 | 8M $ | 1.93 % | as of Apr 30, 2026 · Original filing |
| NYLI CBRE Real Estate Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 62,962 | 7.9M $ | 3.53 % | as of Apr 30, 2026 · Original filing |
| NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 77,422 | 7.9M $ | 0.88 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 62,292 | 7.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Franklin Real Estate Securities Fund Franklin Real Estate Securities Trust | 60,768 | 7.7M $ | 3.18 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 74,302 | 7.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 59,751 | 7.5M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Transamerica Multi-Asset Income TRANSAMERICA FUNDS | 58,950 | 7.4M $ | 0.84 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 67,650 | 7.3M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| PGIM Select Real Estate Fund Prudential Investment Portfolios 9 | 58,150 | 7.3M $ | 3.03 % | as of Apr 30, 2026 · Original filing |
| Invesco Global Real Estate Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 67,063 | 7.3M $ | 2.07 % | as of Feb 28, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 65,716 | 7.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 56,159 | 7.1M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Real Estate Securities Account Principal Variable Contract Funds, Inc | 68,825 | 7M $ | 2.69 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 66,231 | 6.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 65,799 | 6.7M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 65,367 | 6.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| CIBC ATLAS EQUITY INCOME FUND ADVISORS' INNER CIRCLE FUND | 51,139 | 6.4M $ | 1.84 % | 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. | 62,900 | 6.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Multi-Asset Income Fund Fidelity School Street Trust | 62,774 | 6.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 50,784 | 6.4M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| LVIP BlackRock Real Estate Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 62,348 | 6.4M $ | 2.61 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 61,400 | 6.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 61,278 | 6.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 60,651 | 6.2M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon Developed Markets Real Estate Securities Fund BNY Mellon Investment Funds V, Inc. | 49,090 | 6.2M $ | 1.86 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 48,600 | 6.1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| AB All Market Real Return Portfolio AB BOND FUND, INC. | 48,279 | 6.1M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 47,277 | 6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 46,910 | 5.9M $ | 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 | 57,175 | 5.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Baron Real Estate Income Fund BARON SELECT FUNDS | 56,650 | 5.8M $ | 2.19 % | as of Mar 31, 2026 · Original filing |
| NEOS Real Estate High Income ETF NEOS ETF Trust | 55,456 | 5.7M $ | 2.40 % | as of Mar 31, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 44,922 | 5.7M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 50,386 | 5.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| iShares Developed Real Estate Index Fund BlackRock Funds | 43,225 | 5.4M $ | 1.79 % | as of Apr 30, 2026 · Original filing |
| Easterly Global Real Estate Fund James Alpha Funds Trust | 49,596 | 5.4M $ | 2.74 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 48,968 | 5.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 42,071 | 5.3M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| NAA RISK MANAGED REAL ESTATE FUND New Age Alpha Funds Trust | 51,352 | 5.2M $ | 2.91 % | as of Mar 31, 2026 · Original filing |
| Global Real Estate Securities Fund GuideStone Funds | 50,401 | 5.1M $ | 1.64 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 49,875 | 5.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 49,730 | 5.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Transamerica BlackRock Real Estate Securities VP TRANSAMERICA SERIES TRUST | 48,664 | 5M $ | 2.52 % | as of Mar 31, 2026 · Original filing |
| SFT Real Estate Securities Fund Securian Funds Trust | 48,520 | 5M $ | 4.28 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 48,135 | 4.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| JNL/WMC Global Real Estate Fund JNL Series Trust | 47,855 | 4.9M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 47,540 | 4.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Income Builder Fund JPMorgan Trust I | 37,658 | 4.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 37,275 | 4.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Invesco Bloomberg Pricing Power ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 43,028 | 4.7M $ | 2.37 % | as of Feb 28, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 45,243 | 4.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 45,085 | 4.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| CTIVP - CenterSquare Real Estate Fund Columbia Funds Variable Series Trust II | 44,430 | 4.5M $ | 3.22 % | as of Mar 31, 2026 · Original filing |
| Virtus Duff & Phelps Real Estate Securities Series Virtus Variable Insurance Trust | 44,080 | 4.5M $ | 4.28 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust | 35,563 | 4.5M $ | 2.39 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Value Fund Fidelity Advisor Series I | 34,948 | 4.4M $ | 1.17 % | as of Apr 30, 2026 · Original filing |