Funds holding Markel Group Inc
410 funds declare a position · 140 ETFs and 270 other funds · 5.7B $ · US5705351048
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 | 379,459 | 726.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 258,001 | 493.8M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| MidCap Fund Principal Funds, Inc | 221,038 | 391.8M $ | 1.56 % | as of Apr 30, 2026 · Original filing |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 144,478 | 276.5M $ | 2.81 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 140,600 | 269.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Disciplined Value Mid Cap Fund John Hancock Funds III | 125,227 | 239.7M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 110,448 | 211.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. | 74,000 | 141.6M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 65,750 | 136.3M $ | 0.33 % | as of Feb 28, 2026 · Original filing |
| Davis New York Venture Fund DAVIS NEW YORK VENTURE FUND INC | 70,672 | 125.3M $ | 1.67 % | as of Apr 30, 2026 · Original filing |
| FAM VALUE FUND Fenimore Asset Management Trust | 53,850 | 103.1M $ | 6.07 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 47,719 | 91.3M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 45,435 | 87M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 46,148 | 81.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Clipper Fund Clipper Funds Trust | 42,257 | 80.9M $ | 6.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 38,831 | 74.3M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Large Cap Focused Fund Touchstone Strategic Trust | 36,350 | 69.6M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| PGIM Jennison Small Company Fund Prudential Jennison Small Co Fund, Inc. | 30,999 | 59.3M $ | 1.86 % | as of Mar 31, 2026 · Original filing |
| Davis Financial Fund DAVIS SERIES INC | 29,271 | 56M $ | 5.09 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 24,153 | 50.1M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 23,564 | 48.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Selected American Shares SELECTED AMERICAN SHARES INC | 24,158 | 46.2M $ | 2.37 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 21,140 | 43.8M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 22,781 | 43.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Davis Select U.S. Equity ETF Davis Fundamental ETF Trust | 23,101 | 40.9M $ | 3.53 % | as of Apr 30, 2026 · Original filing |
| PSF PGIM Jennison Blend Portfolio Prudential Series Fund | 20,675 | 39.6M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 18,658 | 38.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| THE HARTFORD MIDCAP FUND HARTFORD MUTUAL FUNDS, INC | 20,328 | 36M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 20,316 | 36M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 17,072 | 32.7M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GLOBAL EQUITY FUND VANGUARD HORIZON FUNDS | 16,493 | 31.6M $ | 0.45 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 15,810 | 30.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SELECTED VALUE FUND VANGUARD WHITEHALL FUNDS | 15,910 | 28.2M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| DAVENPORT EQUITY OPPORTUNITIES FUND Williamsburg Investment Trust | 14,708 | 28.2M $ | 3.73 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 14,290 | 27.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 14,040 | 26.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 12,946 | 26.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 15,107 | 26.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Focused Fund Touchstone Strategic Trust | 13,854 | 26.5M $ | 2.03 % | as of Mar 31, 2026 · Original filing |
| Hennessy Focus Fund Hennessy Funds Trust | 14,842 | 26.3M $ | 5.35 % | as of Apr 30, 2026 · Original filing |
| Scharf ETF Advisors Series Trust | 13,147 | 25.2M $ | 3.73 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust | 12,900 | 24.7M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 12,285 | 23.5M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 11,211 | 23.2M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust | 11,438 | 21.9M $ | 2.17 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 12,029 | 21.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Davis Select Financial ETF Davis Fundamental ETF Trust | 11,301 | 20M $ | 4.27 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 10,249 | 19.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 10,873 | 19.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Boston Partners All-Cap Value Fund RBB Fund, Inc. | 8,960 | 18.6M $ | 1.44 % | as of Feb 28, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 10,345 | 18.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Davis Opportunity Fund DAVIS SERIES INC | 9,266 | 17.7M $ | 3.00 % | as of Mar 31, 2026 · Original filing |
| DAVENPORT CORE LEADERS FUND Williamsburg Investment Trust | 9,263 | 17.7M $ | 1.53 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 9,774 | 17.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Equity Funds, Inc. | 9,000 | 17.2M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 8,831 | 16.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 9,476 | 16.8M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 9,416 | 16.7M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Eaton Vance Atlanta Capital Select Equity Fund Eaton Vance Growth Trust | 8,532 | 16.3M $ | 4.79 % | as of Mar 31, 2026 · Original filing |
| Transamerica Mid Cap Value Opportunities TRANSAMERICA FUNDS | 9,170 | 16.3M $ | 2.01 % | as of Apr 30, 2026 · Original filing |
| Davis Global Fund DAVIS NEW YORK VENTURE FUND INC | 8,920 | 15.8M $ | 1.74 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 7,361 | 15.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 7,851 | 15M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Davis Select Worldwide ETF Davis Fundamental ETF Trust | 8,087 | 14.3M $ | 2.53 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 7,420 | 14.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| NYLI WMC Enduring Capital Fund NEW YORK LIFE INVESTMENTS FUNDS | 7,970 | 14.1M $ | 3.88 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 6,515 | 13.5M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS | 6,900 | 13.2M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 7,417 | 13.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 6,713 | 12.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 6,633 | 12.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,913 | 12.3M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 6,884 | 12.2M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 5,881 | 12.2M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Empower T. Rowe Price Mid Cap Growth Fund EMPOWER FUNDS, INC. | 6,297 | 12.1M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,657 | 11.8M $ | 1.10 % | as of Apr 30, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Balanced Fund Touchstone Strategic Trust | 6,155 | 11.8M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,545 | 11.6M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 5,490 | 11.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 5,832 | 11.2M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 5,757 | 11M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Insurance ETF iShares Trust | 5,613 | 10.7M $ | 2.89 % | as of Mar 31, 2026 · Original filing |
| MidCap Account Principal Variable Contract Funds, Inc | 5,612 | 10.7M $ | 2.15 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 5,126 | 10.6M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 5,511 | 10.5M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 5,914 | 10.5M $ | 0.81 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 5,868 | 10.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Needham Aggressive Growth Fund Needham Funds Inc | 5,100 | 9.8M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 5,018 | 9.6M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,455 | 8.5M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 4,580 | 8.1M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 4,130 | 7.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,794 | 7.9M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| HARTFORD MIDCAP HLS FUND HARTFORD SERIES FUND INC | 4,045 | 7.7M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Insurance ETF SPDR SERIES TRUST | 3,963 | 7.6M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 4,034 | 7.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 4,027 | 7.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 3,949 | 7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | 3,620 | 6.9M $ | 1.95 % | as of Mar 31, 2026 · Original filing |
| Hennessy Cornerstone Growth Fund Hennessy Funds Trust | 3,900 | 6.9M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 3,878 | 6.9M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS | 3,813 | 6.8M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 3,757 | 6.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Mid Cap Growth Portfolio Brighthouse Funds Trust I | 3,476 | 6.7M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| iShares Disciplined Volatility Equity Active ETF BlackRock ETF Trust | 3,735 | 6.6M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 3,357 | 6.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 3,615 | 6.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST | 3,278 | 6.3M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 3,500 | 6.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 3,417 | 6.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Gateway Fund Gateway Trust | 3,155 | 6M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 2,887 | 6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 3,104 | 5.9M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 2,859 | 5.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 3,304 | 5.9M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 3,209 | 5.7M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 2,728 | 5.7M $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 2,953 | 5.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 2,901 | 5.1M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Davis Balanced Fund DAVIS SERIES INC | 2,640 | 5.1M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| ActivePassive U.S. Equity ETF Trust for Professional Managers | 2,422 | 5M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 2,803 | 5M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 2,741 | 4.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Transamerica TSW Mid Cap Value Opportunities VP TRANSAMERICA SERIES TRUST | 2,400 | 4.6M $ | 2.04 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 2,204 | 4.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| DF DENT MIDCAP GROWTH FUND FORUM FUNDS | 2,383 | 4.6M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust | 2,551 | 4.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Mid-Cap Value Portfolio PACIFIC SELECT FUND | 2,322 | 4.4M $ | 1.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,081 | 4.3M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,428 | 4.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 2,414 | 4.3M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 2,385 | 4.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS | 2,202 | 4.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 2,200 | 4.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 2,198 | 4.2M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 2,121 | 4.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Baillie Gifford Global Alpha Equities Fund Baillie Gifford Funds | 2,102 | 4M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund VALIC Co I | 1,933 | 4M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 1,913 | 4M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 2,158 | 3.8M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| AQR Large Cap Defensive Style Fund AQR Funds | 1,998 | 3.8M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| Boston Partners Long/Short Research Fund RBB Fund, Inc. | 1,815 | 3.8M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 2,091 | 3.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Touchstone Variable Series Trust-Touchstone Common Stock Fund Touchstone Variable Series Trust | 1,896 | 3.6M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 1,742 | 3.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Kirr, Marbach Partners Value Fund Kirr Marbach Partners Funds Inc | 1,793 | 3.4M $ | 3.30 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 1,760 | 3.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Blue Chip Investor Fund BLUE CHIP INVESTOR FUNDS | 1,750 | 3.3M $ | 7.77 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 1,685 | 3.2M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 1,541 | 3.2M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| DAVENPORT BALANCED INCOME FUND Williamsburg Investment Trust | 1,665 | 3.2M $ | 1.14 % | as of Mar 31, 2026 · Original filing |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 1,786 | 3.2M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 1,632 | 3.1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,623 | 3.1M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Needham Growth Fund Needham Funds Inc | 1,550 | 3M $ | 1.60 % | as of Mar 31, 2026 · Original filing |
| Davis Financial Portfolio DAVIS VARIABLE ACCOUNT FUND INC | 1,515 | 2.9M $ | 5.12 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 1,493 | 2.9M $ | 0.55 % | as of Mar 31, 2026 · Original filing |
| SEI Enhanced Low Volatility U.S. Large Cap ETF SEI EXCHANGE TRADED FUNDS | 1,490 | 2.9M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 1,344 | 2.8M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| VictoryShares US Value Momentum ETF Victory Portfolios II | 1,445 | 2.8M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 1,533 | 2.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Mid-Cap Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 1,401 | 2.7M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 1,390 | 2.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 1,497 | 2.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 1,274 | 2.6M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| Davis Equity Portfolio DAVIS VARIABLE ACCOUNT FUND INC | 1,369 | 2.6M $ | 2.45 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 1,332 | 2.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Scharf Global Opportunity ETF Advisors Series Trust | 1,330 | 2.5M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 1,164 | 2.4M $ | 0.47 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Mid-Cap ETF iShares Trust | 1,289 | 2.3M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Davis Research Fund DAVIS NEW YORK VENTURE FUND INC | 1,250 | 2.2M $ | 2.71 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI World ETF iShares, Inc. | 1,045 | 2.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 1,127 | 2.2M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| MML Mid Cap Growth Fund MML SERIES INVESTMENT FUND | 1,112 | 2.1M $ | 0.60 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 1,009 | 2.1M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 968 | 2M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Eaton Vance Equity Strategy Fund Eaton Vance Growth Trust | 956 | 2M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Mid-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 1,034 | 2M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 1,092 | 1.9M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 1,088 | 1.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Venerable Mid Cap Index Fund Venerable Variable Insurance Trust | 998 | 1.9M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Xtrackers MSCI USA Climate Action Equity ETF DBX ETF Trust | 913 | 1.9M $ | 0.07 % | as of Feb 27, 2026 · Original filing |
| Intrepid Capital Fund Intrepid Capital Management Funds Trust | 978 | 1.9M $ | 1.75 % | as of Mar 31, 2026 · Original filing |
| SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 1,022 | 1.8M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Leuthold Core Investment Fund Managed Portfolio Series | 931 | 1.8M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 922 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Virtus Terranova U.S. Quality Momentum ETF Virtus ETF Trust II | 987 | 1.7M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| MML Equity Fund MML Series Investment Fund II | 910 | 1.7M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| M Capital Appreciation Fund M FUND INC | 902 | 1.7M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| RMB SMID Cap Fund RMB Investors Trust | 895 | 1.7M $ | 2.90 % | as of Mar 31, 2026 · Original filing |
| AST Large-Cap Value Portfolio Advanced Series Trust | 890 | 1.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 809 | 1.7M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Invesco Bloomberg MVP Multi-Factor ETF Invesco Exchange-Traded Fund Trust | 938 | 1.7M $ | 1.63 % | as of Apr 30, 2026 · Original filing |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 861 | 1.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II | 854 | 1.6M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| PRAXIS VALUE INDEX FUND Praxis Mutual Funds | 853 | 1.6M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 912 | 1.6M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust | 836 | 1.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap Value ETF iShares Trust | 891 | 1.6M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| Timothy Plan US Large/Mid Cap Core ETF Timothy Plan | 813 | 1.6M $ | 0.47 % | as of Mar 31, 2026 · Original filing |