Funds holding KeyCorp
620 funds declare a position · 194 ETFs and 426 other funds · 7.1B $ · US4932671088
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 | 34,614,813 | 694M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 23,813,870 | 477.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 23,532,083 | 471.8M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 14,027,438 | 310.1M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 11,822,446 | 245.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 12,050,977 | 241.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 9,883,983 | 218.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 10,080,194 | 202.1M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 8,584,493 | 189.8M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II | 8,298,729 | 172.1M $ | 3.08 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 8,271,859 | 171.6M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 6,508,056 | 143.9M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 7,083,331 | 142M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 6,348,344 | 127.3M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 5,717,356 | 126.4M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Mid-Cap Value Fund, Inc. T. ROWE PRICE MID-CAP VALUE FUND, INC. | 6,008,708 | 120.5M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,282,091 | 105.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Fund Fidelity Hastings Street Trust | 4,435,300 | 88.9M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 3,636,651 | 80.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST | 3,989,530 | 80M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 3,420,576 | 75.6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 3,522,489 | 70.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Victory Pioneer Multi-Asset Income Fund Victory Portfolios IV | 2,728,671 | 60.3M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 2,566,687 | 56.7M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 2,660,700 | 53.3M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 2,509,628 | 52M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 2,313,801 | 51.2M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 2,078,425 | 46M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 2,195,023 | 45.5M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| DIAMOND HILL LARGE CAP FUND Diamond Hill Funds | 2,193,904 | 44M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| Undiscovered Managers Behavioral Value Fund UNDISCOVERED MANAGERS FUNDS | 2,193,159 | 44M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 2,118,415 | 42.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 2,115,270 | 42.4M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,015,996 | 41.8M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,969,662 | 39.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 1,747,538 | 38.6M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 1,830,481 | 36.7M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 1,737,952 | 36M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD PRIMECAP CORE FUND VANGUARD FENWAY FUNDS | 1,699,430 | 34.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 1,494,258 | 33M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 1,492,763 | 33M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 1,616,807 | 32.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 1,557,461 | 32.3M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,375,364 | 28.5M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 1,326,473 | 26.6M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 1,191,400 | 26.3M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,279,214 | 25.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| ALPS Sector Dividend Dogs ETF ALPS ETF TRUST | 1,218,623 | 25.3M $ | 1.82 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 1,187,341 | 23.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 1,179,541 | 23.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 1,051,437 | 23.2M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 1,147,848 | 23M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 1,103,279 | 22.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST | 1,092,000 | 21.9M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Victory Value Fund Victory Portfolios III | 956,700 | 21.2M $ | 1.48 % | as of Apr 30, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 1,028,770 | 20.6M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Capital Group U.S. Small and Mid Cap ETF Capital Group Equity ETF Trust I | 967,066 | 20.1M $ | 1.20 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Regional Banks ETF iShares Trust | 992,328 | 19.9M $ | 3.50 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 957,691 | 19.9M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 858,684 | 19M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Regional Bank Fund John Hancock Investment Trust II | 847,506 | 18.7M $ | 2.14 % | as of Apr 30, 2026 · Original filing |
| JNL/Goldman Sachs 4 Fund JNL Series Trust | 927,531 | 18.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 814,852 | 18M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 860,606 | 17.8M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 803,959 | 17.8M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 844,519 | 17.5M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 788,914 | 17.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 851,967 | 17.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 846,505 | 17M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Victory RS Large Cap Alpha Fund Victory Portfolios | 812,590 | 16.3M $ | 3.03 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Value Factor ETF iShares Trust | 717,586 | 15.9M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 783,465 | 15.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 699,616 | 15.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Select Banking Portfolio Fidelity Select Portfolios | 708,800 | 14.7M $ | 3.24 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 614,490 | 13.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 672,793 | 13.5M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 649,665 | 13.5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 648,629 | 13M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 639,271 | 12.8M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 634,806 | 12.7M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 611,298 | 12.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 550,318 | 12.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 600,131 | 12M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 586,487 | 11.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 550,021 | 11.4M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 511,480 | 11.3M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 563,437 | 11.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 539,779 | 11.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Mid Value Fund John Hancock Funds II | 538,427 | 11.2M $ | 0.85 % | as of Feb 28, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 553,400 | 11.1M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 548,704 | 11M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 485,879 | 10.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 534,476 | 10.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 494,881 | 10.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust | 462,441 | 10.2M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 488,646 | 10.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| DIAMOND HILL SELECT FUND Diamond Hill Funds | 503,961 | 10.1M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 488,951 | 9.8M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 467,600 | 9.7M $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 472,551 | 9.5M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. | 469,513 | 9.4M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 448,644 | 9M $ | 2.78 % | as of Mar 31, 2026 · Original filing |
| Centre American Select Equity Fund Horizon Funds | 432,802 | 9M $ | 2.28 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 446,425 | 9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| First Trust Long/Short Equity ETF First Trust Exchange-Traded Fund III | 402,752 | 8.9M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | 425,515 | 8.5M $ | 2.40 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 382,465 | 8.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 417,980 | 8.4M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 375,592 | 8.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 362,505 | 8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 396,560 | 8M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 376,707 | 7.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 328,775 | 7.3M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 342,792 | 7.1M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 318,580 | 7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 317,943 | 7M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 316,405 | 7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 313,207 | 6.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II | 343,453 | 6.9M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 341,672 | 6.9M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 309,446 | 6.8M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 329,096 | 6.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 295,469 | 6.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 293,980 | 6.5M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| Victory Market Neutral Income Fund Victory Portfolios II | 321,410 | 6.4M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 290,278 | 6.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 289,400 | 6.4M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 306,413 | 6.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 286,162 | 6.3M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 279,645 | 6.2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 278,733 | 6.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust | 299,251 | 6M $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 295,736 | 5.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 295,455 | 5.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 292,489 | 5.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 260,111 | 5.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 256,011 | 5.7M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 272,984 | 5.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 244,375 | 5.4M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 244,255 | 5.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 269,294 | 5.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Value Fund Fidelity Capital Trust | 241,600 | 5.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Virtus Ceredex Large-Cap Value Equity Fund Virtus Asset Trust | 266,315 | 5.3M $ | 2.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 237,273 | 5.2M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Mid Value Trust John Hancock Variable Insurance Trust | 260,123 | 5.2M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 258,610 | 5.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 256,286 | 5.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 229,819 | 5.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 226,830 | 5M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Income Builder Fund JPMorgan Trust I | 225,538 | 5M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Nomura Wealth Builder Fund Delaware Group Equity Funds V | 240,166 | 5M $ | 0.60 % | as of Feb 27, 2026 · Original filing |
| Victory Sustainable World Fund Victory Portfolios III | 239,500 | 5M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 214,129 | 4.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 212,462 | 4.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 212,917 | 4.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 212,852 | 4.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 212,492 | 4.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 197,307 | 4.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 210,266 | 4.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 207,047 | 4.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 183,815 | 4.1M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| AQR Equity Market Neutral Fund AQR Funds | 201,103 | 4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 179,275 | 4M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 176,764 | 3.9M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 194,794 | 3.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 194,093 | 3.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 174,658 | 3.9M $ | 1.40 % | as of Apr 30, 2026 · Original filing |
| VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 192,086 | 3.9M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 190,616 | 3.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 190,284 | 3.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Fundamental Small-Mid Cap ETF Fidelity Covington Trust | 169,411 | 3.7M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| Harbor Dividend Growth Leaders ETF Harbor ETF Trust | 169,344 | 3.7M $ | 1.66 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 168,207 | 3.7M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Brookstone Dividend Stock ETF Northern Lights Fund Trust IV | 175,618 | 3.6M $ | 3.65 % | as of Feb 28, 2026 · Original filing |
| Victory RS Value Fund Victory Portfolios | 181,500 | 3.6M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 164,238 | 3.6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Templeton Global Dynamic Income Fund Templeton Global Investment Trust | 179,319 | 3.6M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II | 179,074 | 3.6M $ | 0.95 % | as of Mar 31, 2026 · Original filing |
| Large Cap Core Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 176,380 | 3.5M $ | 0.46 % | as of Mar 31, 2026 · Original filing |
| American Funds U.S. Small & Mid Cap Equity Fund American Funds U.S. Small & Mid Cap Equity Fund | 166,392 | 3.5M $ | 0.89 % | as of Feb 28, 2026 · Original filing |
| Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II | 171,206 | 3.4M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| AQR Managed Futures Strategy Fund AQR Funds | 170,973 | 3.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 169,079 | 3.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 167,855 | 3.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 158,773 | 3.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 157,882 | 3.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 156,561 | 3.2M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 159,810 | 3.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 157,800 | 3.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| SIIT LARGE CAP DISCIPLINED EQUITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 151,785 | 3.1M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 156,984 | 3.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MARKET NEUTRAL FUND VANGUARD MONTGOMERY FUNDS | 156,007 | 3.1M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 140,792 | 3.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 149,324 | 3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 133,382 | 2.9M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| iShares Morningstar Mid-Cap Value ETF iShares Trust | 132,061 | 2.9M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 140,650 | 2.9M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 142,805 | 2.9M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VIP Financials Portfolio Variable Insurance Products Fund IV | 139,400 | 2.8M $ | 1.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 126,022 | 2.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |