Funds holding JPMorgan Chase & Co
1468 funds declare a position · 363 ETFs and 1105 other funds · 192.6B $ · US46625H1005
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 | 80,758,854 | 23.8B $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 64,607,606 | 19B $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 34,644,192 | 10.4B $ | 1.39 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 34,676,166 | 10.2B $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 23,269,643 | 6.8B $ | 3.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 18,265,999 | 5.4B $ | 11.24 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 14,280,070 | 4.5B $ | 3.59 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 14,334,973 | 4.2B $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 10,101,743 | 3.2B $ | 3.34 % | as of Apr 30, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 9,876,276 | 3.1B $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| MFS Value Fund MFS SERIES TRUST I | 7,926,039 | 2.4B $ | 4.25 % | as of Feb 28, 2026 · Original filing |
| American Mutual Fund American Mutual Fund | 7,199,002 | 2.3B $ | 1.96 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 5,981,258 | 1.9B $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 6,238,632 | 1.8B $ | 2.63 % | as of Mar 31, 2026 · Original filing |
| Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 6,005,250 | 1.8B $ | 3.78 % | as of Feb 28, 2026 · Original filing |
| Investment Co of America Investment Co of America | 5,979,153 | 1.8B $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 5,668,420 | 1.7B $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 5,089,886 | 1.5B $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| Capital Income Builder Capital Income Builder | 4,686,030 | 1.5B $ | 1.16 % | as of Apr 30, 2026 · Original filing |
| Fidelity Contrafund Fidelity Contrafund | 4,654,556 | 1.4B $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 4,197,381 | 1.3B $ | 4.47 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 4,308,963 | 1.3B $ | 9.30 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 4,165,566 | 1.2B $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 3,870,178 | 1.2B $ | 3.57 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 4,030,727 | 1.2B $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 3,852,941 | 1.2B $ | 3.04 % | as of Apr 30, 2026 · Original filing |
| Income Fund of America Income Fund of America | 3,669,626 | 1.1B $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Growth ETF iShares Trust | 3,852,865 | 1.1B $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 3,523,359 | 1B $ | 3.25 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 3,387,468 | 996.5M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| Franklin Rising Dividends Fund Franklin Managed Trust | 3,255,000 | 957.5M $ | 3.71 % | as of Mar 31, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 3,193,866 | 939.5M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,956,696 | 869.7M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 2,804,983 | 842.3M $ | 1.31 % | as of Feb 28, 2026 · Original filing |
| Fidelity Magellan Fund Fidelity Magellan Fund | 2,816,800 | 828.6M $ | 2.51 % | as of Mar 31, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 2,770,991 | 815.1M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 2,633,374 | 774.6M $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 2,457,156 | 722.8M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 2,278,048 | 713.6M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| Disciplined Value Fund John Hancock Funds III | 2,372,092 | 697.8M $ | 4.10 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 2,214,366 | 693.6M $ | 2.87 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 2,357,320 | 693.4M $ | 3.06 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 2,301,428 | 691.1M $ | 5.14 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,281,208 | 685M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 2,310,300 | 679.6M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 2,275,933 | 669.5M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 2,042,346 | 639.7M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 2,152,521 | 633.2M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,017,907 | 632.1M $ | 1.57 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 1,972,702 | 617.9M $ | 4.28 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,045,524 | 614.3M $ | 0.28 % | as of Feb 28, 2026 · Original filing |
| Capital Group Dividend Value ETF Capital Group Dividend Value ETF | 1,972,542 | 592.4M $ | 1.95 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 1,939,186 | 570.4M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| New Perspective Fund New Perspective Fund | 1,932,354 | 568.4M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 1,784,778 | 559M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 1,812,308 | 544.2M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| Putnam Large Cap Value Fund Putnam Large Cap Value Fund | 1,732,628 | 542.7M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 1,591,606 | 498.5M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 1,684,237 | 495.4M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 1,623,352 | 477.5M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 1,583,127 | 475.4M $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 1,528,183 | 458.9M $ | 3.83 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 1,554,330 | 457.2M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Capital Appreciation Fund T. ROWE PRICE CAPITAL APPRECIATION FUND, INC. | 1,540,200 | 453.1M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,491,075 | 447.8M $ | 2.40 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 1,418,891 | 444.4M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 1,398,841 | 438.2M $ | 1.21 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 1,488,681 | 437.9M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 1,435,212 | 431M $ | 2.76 % | as of Feb 28, 2026 · Original filing |
| American Funds Global Insight Fund American Funds Global Insight Fund | 1,370,385 | 429.2M $ | 2.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 1,431,811 | 421.2M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 1,343,645 | 420.9M $ | 1.68 % | as of Apr 30, 2026 · Original filing |
| Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II | 1,368,481 | 411M $ | 7.36 % | as of Feb 28, 2026 · Original filing |
| Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) | 1,292,539 | 404.9M $ | 3.82 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 1,332,721 | 400.2M $ | 1.61 % | as of Feb 28, 2026 · Original filing |
| First Trust Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 1,314,092 | 386.6M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 1,310,512 | 385.5M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Balanced Fund JANUS INVESTMENT FUND | 1,284,095 | 377.7M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 1,254,069 | 376.6M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 1,251,062 | 375.7M $ | 1.72 % | as of Feb 28, 2026 · Original filing |
| Fidelity Equity-Income Fund Fidelity Devonshire Trust | 1,193,378 | 373.8M $ | 3.25 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 1,171,786 | 367M $ | 10.78 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 1,229,200 | 361.6M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 1,224,709 | 360.3M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 1,183,294 | 355.3M $ | 1.45 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 1,194,192 | 351.3M $ | 1.35 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 100 ETF iShares Trust | 1,191,556 | 350.5M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 1,104,954 | 346.1M $ | 2.59 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. | 1,148,809 | 345M $ | 3.05 % | as of Feb 28, 2026 · Original filing |
| Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) | 1,076,795 | 337.3M $ | 2.98 % | as of Apr 30, 2026 · Original filing |
| Amplify CWP Enhanced Dividend Income ETF Amplify ETF Trust | 1,125,000 | 330.9M $ | 5.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Large-Cap Core Fund, Inc. T. ROWE PRICE U.S. LARGE-CAP CORE FUND, INC. | 1,118,470 | 329M $ | 1.99 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 1,047,710 | 328.2M $ | 2.59 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund, Inc. | 1,079,616 | 317.6M $ | 2.21 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 1,015,878 | 298.8M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 943,748 | 295.6M $ | 2.60 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 995,283 | 292.8M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 979,816 | 288.2M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Contrafund K6 Fidelity Contrafund | 971,132 | 285.7M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Income Fund T. ROWE PRICE EQUITY INCOME FUND, INC. | 944,000 | 277.7M $ | 1.72 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 863,325 | 270.4M $ | 4.59 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 860,602 | 269.6M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 853,680 | 267.4M $ | 0.85 % | as of Apr 30, 2026 · Original filing |
| Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS | 878,645 | 263.9M $ | 2.79 % | as of Feb 28, 2026 · Original filing |
| ClearBridge Appreciation Fund Legg Mason Partners Investment Trust | 822,973 | 257.8M $ | 2.66 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 805,531 | 252.3M $ | 12.54 % | as of Apr 30, 2026 · Original filing |
| VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 800,699 | 250.8M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 850,937 | 250.3M $ | 1.42 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 798,742 | 250.2M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Fund TIAA-CREF Funds | 785,408 | 246M $ | 3.84 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Top 50 ETF Invesco Exchange-Traded Fund Trust | 778,435 | 243.8M $ | 2.27 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 776,105 | 243.1M $ | 2.94 % | as of Apr 30, 2026 · Original filing |
| Equity Income Fund Principal Funds, Inc | 774,064 | 242.5M $ | 2.98 % | as of Apr 30, 2026 · Original filing |
| HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC | 767,492 | 240.4M $ | 2.09 % | as of Apr 30, 2026 · Original filing |
| Fidelity High Dividend ETF Fidelity Covington Trust | 753,596 | 236M $ | 2.57 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 748,440 | 234.4M $ | 1.34 % | as of Apr 30, 2026 · Original filing |
| Nuveen Dividend Growth Fund Nuveen Investment Trust II | 746,873 | 233.9M $ | 3.60 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 789,702 | 232.3M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 768,067 | 225.9M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 714,300 | 223.7M $ | 10.10 % | as of Apr 30, 2026 · Original filing |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | 740,834 | 217.9M $ | 3.19 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 725,356 | 217.8M $ | 2.05 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 737,016 | 216.8M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 682,718 | 213.8M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 726,678 | 213.8M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Franklin Mutual Shares Fund Franklin Mutual Series Funds | 724,702 | 213.2M $ | 3.19 % | as of Mar 31, 2026 · Original filing |
| BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund | 678,844 | 212.6M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND | 705,349 | 211.8M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 712,426 | 209.6M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 687,853 | 206.6M $ | 1.31 % | as of Feb 28, 2026 · Original filing |
| Capital Group Core Equity ETF Capital Group Core Equity ETF | 680,034 | 204.2M $ | 2.26 % | as of Feb 28, 2026 · Original filing |
| ClearBridge Dividend Strategy Fund Legg Mason Partners Investment Trust | 691,790 | 203.5M $ | 2.33 % | as of Mar 31, 2026 · Original filing |
| Franklin Equity Income Fund Franklin Investors Securities Trust | 645,000 | 202M $ | 4.18 % | as of Apr 30, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 642,467 | 201.2M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| American Funds Global Balanced Fund American Funds Global Balanced Fund | 637,332 | 199.6M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC | 637,274 | 199.6M $ | 2.97 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 676,632 | 199M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| Mairs & Power Growth Fund Trust for Professional Managers | 676,376 | 199M $ | 3.97 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 663,549 | 195.2M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 613,604 | 192.2M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 645,998 | 190M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Growth and Income Fund JANUS INVESTMENT FUND | 636,569 | 187.3M $ | 2.46 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 631,882 | 185.9M $ | 3.29 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 589,793 | 184.7M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 587,125 | 183.9M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| MFS Research Fund MFS Series Trust V | 619,334 | 182.2M $ | 2.49 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 578,574 | 181.2M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 603,102 | 181.1M $ | 1.23 % | as of Feb 28, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 567,728 | 177.8M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 595,747 | 175.2M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| Equity Income Fund American Century Capital Portfolios, Inc. | 586,112 | 172.4M $ | 2.74 % | as of Mar 31, 2026 · Original filing |
| iShares Global 100 ETF iShares Trust | 585,463 | 172.2M $ | 2.27 % | as of Mar 31, 2026 · Original filing |
| Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST | 579,989 | 170.6M $ | 2.70 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 566,074 | 170M $ | 1.45 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 539,936 | 169.1M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| Parnassus Value Equity Fund Parnassus Funds | 572,217 | 168.3M $ | 3.65 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 571,440 | 168.1M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 569,352 | 167.5M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| Columbia Contrarian Core Fund COLUMBIA FUNDS SERIES TRUST I | 552,816 | 166M $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 564,061 | 165.9M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 551,507 | 165.6M $ | 1.60 % | as of Feb 28, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 558,475 | 164.3M $ | 1.41 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 552,117 | 162.4M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 515,836 | 161.6M $ | 8.20 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 544,601 | 160.2M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 532,818 | 160M $ | 0.26 % | as of Feb 28, 2026 · Original filing |
| AMCAP Fund AMCAP Fund | 528,604 | 158.7M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Franklin Mutual Beacon Fund Franklin Mutual Series Funds | 523,715 | 154.1M $ | 4.56 % | as of Mar 31, 2026 · Original filing |
| Balanced Fund John Hancock Investment Trust | 491,717 | 154M $ | 2.33 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 521,994 | 153.5M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| TAX-MANAGED GROWTH PORTFOLIO Tax-Managed Growth Portfolio | 514,622 | 151.4M $ | 2.44 % | as of Mar 31, 2026 · Original filing |
| Gateway Fund Gateway Trust | 507,312 | 149.2M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 493,028 | 148.1M $ | 1.31 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 471,747 | 147.8M $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| Invesco Dividend Income Fund AIM Sector Funds (Invesco Sector Funds) | 470,983 | 147.5M $ | 3.90 % | as of Apr 30, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 467,843 | 146.5M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 453,547 | 142.1M $ | 2.20 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC | 471,490 | 141.6M $ | 2.91 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 479,600 | 141.1M $ | 10.43 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 468,363 | 140.6M $ | 1.38 % | as of Feb 28, 2026 · Original filing |
| Putnam Sustainable Leaders Fund Putnam Sustainable Leaders Fund | 475,020 | 139.7M $ | 2.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth Company Fund Fidelity Mt. Vernon Street Trust | 464,245 | 139.4M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Fidelity Puritan Fund Fidelity Puritan Trust | 461,572 | 138.6M $ | 0.43 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 437,670 | 137.1M $ | 1.20 % | as of Apr 30, 2026 · Original filing |
| PSF PGIM Jennison Blend Portfolio Prudential Series Fund | 461,873 | 135.9M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Value Fund JNL Series Trust | 458,813 | 135M $ | 3.29 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 456,295 | 134.2M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST | 450,095 | 132.4M $ | 3.03 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Top 200 Value ETF iShares Trust | 449,820 | 132.3M $ | 3.89 % | as of Mar 31, 2026 · Original filing |
| Principal U.S. Mega-Cap ETF Principal Exchange-Traded Funds | 447,407 | 131.6M $ | 4.56 % | as of Mar 31, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 419,716 | 131.5M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| MFS Core Equity Fund MFS SERIES TRUST I | 428,995 | 128.8M $ | 2.02 % | as of Feb 28, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 437,327 | 128.6M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 426,650 | 128.1M $ | 1.21 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Balanced Portfolio JANUS ASPEN SERIES | 421,274 | 123.9M $ | 1.43 % | as of Mar 31, 2026 · Original filing |
| JNL/Newton Equity Income Fund JNL Series Trust | 412,489 | 121.3M $ | 3.04 % | as of Mar 31, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 410,901 | 120.9M $ | 1.40 % | as of Mar 31, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 397,676 | 119.4M $ | 2.14 % | as of Feb 28, 2026 · Original filing |
| Franklin Income Fund Franklin Custodian Funds | 400,000 | 117.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 398,905 | 117.3M $ | 1.44 % | as of Mar 31, 2026 · Original filing |