Funds holding M&T Bank Corp
718 funds declare a position · 215 ETFs and 503 other funds · 13.2B $ · US55261F1049
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 | 4,735,644 | 979M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 3,880,060 | 802.1M $ | 1.28 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 3,857,875 | 797.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 3,217,828 | 665.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,434,087 | 528.1M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 1,955,917 | 424.4M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 1,953,428 | 403.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 1,406,217 | 290.7M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,378,393 | 284.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 1,217,990 | 266.3M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II | 1,126,292 | 244.4M $ | 4.38 % | as of Feb 28, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 1,028,518 | 212.6M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 937,444 | 205M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 830,530 | 181.6M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 855,761 | 176.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 823,589 | 170.3M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Mid Cap Fund Touchstone Funds Group Trust | 810,061 | 167.5M $ | 3.83 % | as of Mar 31, 2026 · Original filing |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 785,663 | 162.4M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Equity Dividend Income Fund Fidelity Financial Trust | 707,700 | 153.6M $ | 1.86 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 680,169 | 140.6M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Invesco Comstock Fund AIM Sector Funds (Invesco Sector Funds) | 638,862 | 139.7M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. | 639,117 | 132.1M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 598,476 | 130.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 562,536 | 123M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 580,541 | 120M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| PSF PGIM Jennison Blend Portfolio Prudential Series Fund | 532,984 | 110.2M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| Fidelity Equity-Income Fund Fidelity Devonshire Trust | 495,056 | 108.2M $ | 0.94 % | as of Apr 30, 2026 · Original filing |
| Fidelity Fund Fidelity Hastings Street Trust | 521,900 | 107.9M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 484,191 | 100.1M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust | 483,020 | 99.8M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 397,394 | 86.9M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 389,578 | 85.2M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 383,356 | 83.8M $ | 0.96 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC | 356,054 | 77.8M $ | 0.69 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 355,722 | 77.8M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 354,005 | 77.4M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 337,652 | 73.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 336,823 | 73.6M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS | 335,939 | 72.9M $ | 0.77 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 351,841 | 72.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 310,865 | 67.5M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 318,596 | 65.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP STOCK FUND Thrivent Mutual Funds | 296,970 | 64.9M $ | 2.16 % | as of Apr 30, 2026 · Original filing |
| Invesco Value Opportunities Fund AIM Sector Funds (Invesco Sector Funds) | 292,825 | 64M $ | 0.76 % | as of Apr 30, 2026 · Original filing |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | 306,167 | 63.3M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| iShares Core High Dividend ETF iShares Trust | 287,471 | 62.8M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 287,322 | 62.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Smead Value Fund Smead Funds Trust | 271,159 | 58.8M $ | 1.34 % | as of Feb 27, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 261,086 | 56.7M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 265,732 | 54.9M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 249,728 | 54.6M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 261,991 | 54.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 241,110 | 52.7M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| Fidelity Value Discovery Fund Fidelity Puritan Trust | 235,491 | 51.5M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 227,534 | 49.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | 235,228 | 48.6M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 221,880 | 45.9M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 218,860 | 45.2M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Focus ETF J.P. Morgan Exchange-Traded Fund Trust | 216,651 | 44.8M $ | 2.61 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 200,117 | 41.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GLOBAL ESG SELECT STOCK FUND VANGUARD SPECIALIZED FUNDS | 187,103 | 40.9M $ | 2.76 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 190,557 | 39.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 185,110 | 38.3M $ | 2.19 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 184,594 | 38.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 178,782 | 37M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 174,919 | 36.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Stock Fund Fidelity Concord Street Trust | 163,857 | 35.8M $ | 0.35 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 157,918 | 34.3M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Columbia Intrinsic Value Fund Columbia Funds Series Trust II | 151,700 | 32.9M $ | 1.14 % | as of Feb 28, 2026 · Original filing |
| Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) | 155,422 | 32.1M $ | 1.36 % | as of Mar 31, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 154,470 | 31.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Value Index Fund Fidelity Salem Street Trust | 132,790 | 29M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 140,136 | 29M $ | 1.22 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 130,404 | 28.5M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 137,646 | 28.5M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 127,664 | 27.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 127,507 | 27.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Value Factor ETF iShares Trust | 122,110 | 26.7M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 127,886 | 26.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Regional Bank Fund John Hancock Investment Trust II | 120,157 | 26.3M $ | 3.01 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 GARP ETF Invesco Exchange-Traded Fund Trust | 118,789 | 26M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Regional Banks ETF iShares Trust | 123,839 | 25.6M $ | 4.50 % | as of Mar 31, 2026 · Original filing |
| Fidelity Strategic Dividend and Income Fund Fidelity Salem Street Trust | 116,057 | 25.2M $ | 0.44 % | as of Feb 28, 2026 · Original filing |
| Invesco BuyBack AchieversTM ETF Invesco Exchange-Traded Fund Trust | 113,229 | 24.8M $ | 1.50 % | as of Apr 30, 2026 · Original filing |
| PSF PGIM Jennison Value Portfolio Prudential Series Fund | 119,027 | 24.6M $ | 1.21 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 110,966 | 24.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Nuveen Mid Cap Value Fund TIAA-CREF Funds | 110,797 | 24.2M $ | 1.45 % | as of Apr 30, 2026 · Original filing |
| Invesco Comstock Portfolio Brighthouse Funds Trust I | 112,344 | 23.2M $ | 1.29 % | as of Mar 31, 2026 · Original filing |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 110,888 | 22.9M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios | 110,800 | 22.9M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 109,510 | 22.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Select Banking Portfolio Fidelity Select Portfolios | 103,060 | 22.4M $ | 4.94 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 98,280 | 21.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 96,261 | 21M $ | 1.78 % | as of Apr 30, 2026 · Original filing |
| Victory Pioneer Mid Cap Value Fund Victory Portfolios IV | 94,407 | 20.6M $ | 2.76 % | as of Apr 30, 2026 · Original filing |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | 95,819 | 19.8M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 95,410 | 19.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 89,881 | 19.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 89,479 | 19.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 89,269 | 19.4M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust | 88,300 | 19.2M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 92,525 | 19.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| DWS CROCI(R) Equity Dividend Fund DEUTSCHE DWS INVESTMENT TRUST | 87,745 | 19M $ | 2.33 % | as of Feb 28, 2026 · Original filing |
| NYLI WMC Enduring Capital Fund NEW YORK LIFE INVESTMENTS FUNDS | 85,256 | 18.6M $ | 5.12 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 83,808 | 18.3M $ | 0.54 % | as of Apr 30, 2026 · Original filing |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 88,555 | 18.3M $ | 0.99 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 82,731 | 18M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Invesco V.I. Comstock Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 86,547 | 17.9M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 80,573 | 17.6M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 81,013 | 17.6M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 80,537 | 17.5M $ | 1.78 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 80,401 | 17.4M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 83,755 | 17.3M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 78,651 | 17.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 79,306 | 16.4M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Fund Fidelity Devonshire Trust | 71,566 | 15.6M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| VIP Growth and Income Portfolio Variable Insurance Products Fund III | 75,000 | 15.5M $ | 0.59 % | as of Mar 31, 2026 · Original filing |
| JNL/WMC Equity Income Fund JNL Series Trust | 73,272 | 15.1M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 71,807 | 14.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS | 66,773 | 14.6M $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 65,157 | 14.1M $ | 0.20 % | as of Feb 28, 2026 · Original filing |
| BlackRock Global Dividend Portfolio BlackRock Funds II | 64,534 | 14M $ | 1.55 % | as of Feb 27, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 66,787 | 13.8M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| JNL/WMC Value Fund JNL Series Trust | 66,495 | 13.7M $ | 1.56 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid-Cap Stock K6 Fund Fidelity Concord Street Trust | 62,397 | 13.6M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 65,658 | 13.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 61,769 | 13.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 61,677 | 13.5M $ | 1.26 % | as of Apr 30, 2026 · Original filing |
| Guardian Equity Income VIP Fund Guardian Variable Products Trust | 64,981 | 13.4M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC | 62,933 | 13M $ | 0.87 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 59,943 | 13M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 62,721 | 13M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| State Farm Growth Fund Advisers Investment Trust | 62,000 | 12.8M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 58,207 | 12.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 57,925 | 12.6M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 60,391 | 12.5M $ | 3.86 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 58,945 | 12.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust | 53,934 | 11.8M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 53,538 | 11.7M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 52,832 | 11.6M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 54,902 | 11.3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS | 50,406 | 11M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 49,934 | 10.9M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST | 49,022 | 10.7M $ | 1.37 % | as of Apr 30, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 51,463 | 10.6M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 48,388 | 10.6M $ | 1.69 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 48,367 | 10.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 47,462 | 10.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| 1919 Socially Responsive Balanced Fund Advisor Managed Portfolios | 48,637 | 10.1M $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 45,573 | 10M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 47,921 | 9.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 44,444 | 9.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 46,893 | 9.7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Cambria Shareholder Yield ETF Cambria ETF Trust | 43,963 | 9.6M $ | 1.00 % | as of Apr 30, 2026 · Original filing |
| Centre American Select Equity Fund Horizon Funds | 44,222 | 9.6M $ | 2.44 % | as of Feb 28, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 43,804 | 9.6M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 46,128 | 9.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 43,672 | 9.5M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 42,284 | 9.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Columbia Flexible Capital Income Fund Columbia Funds Series Trust II | 42,500 | 9.2M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 42,149 | 9.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 44,482 | 9.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 43,662 | 9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 40,432 | 8.8M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 40,257 | 8.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| PGIM Jennison Value Fund Prudential Investment Portfolios 7 | 40,426 | 8.8M $ | 1.21 % | as of Feb 27, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 41,458 | 8.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Blend Fund Prudential Jennison Blend Fund, Inc. | 39,174 | 8.5M $ | 0.77 % | as of Feb 27, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 38,448 | 8.4M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 38,314 | 8.4M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 38,237 | 8.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| O'Shaughnessy Market Leaders Value Fund Advisors Series Trust | 37,059 | 8.1M $ | 2.92 % | as of Apr 30, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 38,860 | 8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| MFS Blended Research Mid Cap Equity Fund MFS Series Trust X | 36,547 | 7.9M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 38,082 | 7.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 37,385 | 7.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II | 37,258 | 7.7M $ | 1.07 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 35,125 | 7.7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 35,212 | 7.6M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 34,679 | 7.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 36,619 | 7.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 34,261 | 7.5M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 34,129 | 7.4M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| PGIM Jennison Focused Value Fund Prudential Investment Portfolios, Inc. | 35,167 | 7.3M $ | 2.49 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 34,326 | 7.1M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 34,261 | 7.1M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. | 32,167 | 7M $ | 1.95 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 33,951 | 7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 31,971 | 7M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| U.S. Strategic Equity Fund RUSSELL INVESTMENT CO | 31,954 | 7M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 33,550 | 6.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Thrivent Mid Cap Value ETF Thrivent ETF Trust | 33,370 | 6.9M $ | 2.43 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 33,024 | 6.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 32,804 | 6.8M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Davis Select Financial ETF Davis Fundamental ETF Trust | 30,465 | 6.7M $ | 1.42 % | as of Apr 30, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 31,536 | 6.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 31,451 | 6.5M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 29,436 | 6.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 29,070 | 6.4M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 29,049 | 6.4M $ | 0.32 % | as of Apr 30, 2026 · Original filing |