Funds holding Marsh & McLennan Cos Inc
930 funds declare a position · 254 ETFs and 676 other funds · 34.8B $ · US5717481023
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 20,033,566 | 3.4B $ | 1.57 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 15,377,341 | 2.7B $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 12,300,624 | 2.1B $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 6,234,725 | 1.2B $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 6,226,045 | 1.1B $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| MFS Value Fund MFS SERIES TRUST I | 5,308,032 | 991.2M $ | 1.77 % | as of Feb 28, 2026 · Original filing |
| VANGUARD DIVIDEND GROWTH FUND VANGUARD SPECIALIZED FUNDS | 5,123,994 | 859.3M $ | 2.33 % | as of Apr 30, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 4,477,479 | 776.6M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 4,087,471 | 709M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| Investment Co of America Investment Co of America | 3,787,818 | 657M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 3,548,388 | 615.5M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 3,279,814 | 568.9M $ | 1.19 % | as of Mar 31, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 3,007,629 | 521.7M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,729,712 | 473.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 2,718,237 | 455.9M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| American Mutual Fund American Mutual Fund | 2,695,066 | 452M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Growth Fund of America Growth Fund of America | 2,344,445 | 437.8M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 2,147,074 | 400.9M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| Fidelity Magellan Fund Fidelity Magellan Fund | 2,246,821 | 389.7M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Parnassus Core Equity Fund Parnassus Funds II | 1,874,922 | 325.2M $ | 1.45 % | as of Mar 31, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,914,329 | 321.1M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 1,711,222 | 296.8M $ | 1.31 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 1,644,780 | 275.8M $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 1,528,456 | 265.1M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| Oakmark Select Fund HARRIS ASSOCIATES INVESTMENT TRUST | 1,526,200 | 264.7M $ | 3.50 % | as of Mar 31, 2026 · Original filing |
| Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST | 1,460,000 | 253.2M $ | 1.04 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Quality Index Fund Fidelity Salem Street Trust | 1,496,241 | 250.9M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| Capital Income Builder Capital Income Builder | 1,378,899 | 231.3M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| Equity Income Fund American Century Capital Portfolios, Inc. | 1,285,056 | 222.9M $ | 3.54 % | as of Mar 31, 2026 · Original filing |
| Franklin Rising Dividends Fund Franklin Managed Trust | 1,210,000 | 209.9M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 1,192,313 | 206.8M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 1,214,400 | 203.7M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 1,168,343 | 202.6M $ | 0.66 % | as of Mar 31, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 1,143,292 | 198.3M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Min Vol Factor ETF iShares Trust | 1,135,770 | 190.5M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Dividend Strategy Fund Legg Mason Partners Investment Trust | 1,086,000 | 188.4M $ | 2.16 % | as of Mar 31, 2026 · Original filing |
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 981,672 | 183.3M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price All-Cap Opportunities Fund T. Rowe Price All-Cap Opportunities Fund, Inc. | 1,040,233 | 180.4M $ | 1.26 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 1,074,723 | 180.2M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 1,017,552 | 176.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Invesco Main Street Fund AIM Equity Funds (Invesco Equity Funds) | 1,043,152 | 174.9M $ | 1.55 % | as of Apr 30, 2026 · Original filing |
| ClearBridge Large Cap Growth Fund Legg Mason Partners Investment Trust | 921,264 | 172M $ | 1.64 % | as of Feb 27, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 915,877 | 171M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 983,755 | 170.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. ROWE PRICE BLUE CHIP GROWTH FUND, INC. | 970,161 | 168.3M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 969,796 | 168.2M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 969,740 | 162.6M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| First Trust Capital Strength ETF First Trust Exchange-Traded Fund | 890,654 | 154.5M $ | 1.97 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 822,069 | 153.5M $ | 1.10 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 808,906 | 151.1M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 835,326 | 144.9M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 772,628 | 144.3M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 854,096 | 143.2M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| The Jensen Quality Growth Fund Inc The Jensen Quality Growth Fund Inc. | 760,000 | 141.9M $ | 4.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 725,114 | 135.4M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 796,139 | 133.5M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Quality Factor ETF iShares Trust | 769,776 | 129.1M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Value Discovery Fund Fidelity Devonshire Trust | 763,700 | 128.1M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| Focused Large Cap Value Fund American Century Capital Portfolios, Inc. | 732,204 | 127M $ | 4.57 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 715,197 | 124.1M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 703,032 | 121.9M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| American Funds Global Insight Fund American Funds Global Insight Fund | 681,339 | 114.3M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 643,692 | 111.6M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. | 640,700 | 111.1M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| VANGUARD PRIMECAP FUND VANGUARD CHESTER FUNDS | 639,300 | 110.9M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 612,820 | 106.3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 570,026 | 98.9M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 568,342 | 98.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Value Fund American Century Capital Portfolios, Inc. | 568,275 | 98.6M $ | 1.77 % | as of Mar 31, 2026 · Original filing |
| Nuveen Dividend Growth Fund Nuveen Investment Trust II | 562,682 | 94.4M $ | 1.45 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 505,177 | 94.3M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 510,064 | 88.5M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) | 504,704 | 84.6M $ | 0.80 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 448,284 | 83.7M $ | 1.01 % | as of Feb 28, 2026 · Original filing |
| ClearBridge Appreciation Fund Legg Mason Partners Investment Trust | 474,837 | 79.6M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC | 474,245 | 79.5M $ | 1.18 % | as of Apr 30, 2026 · Original filing |
| Calvert Equity Fund Calvert Social Investment Fund | 443,830 | 77M $ | 2.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Equity-Income Fund Fidelity Devonshire Trust | 458,829 | 77M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 441,202 | 76.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC | 440,690 | 73.9M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 438,518 | 73.5M $ | 1.50 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 407,756 | 70.7M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 414,666 | 69.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Artisan Global Value Fund Artisan Partners Funds Inc. | 392,090 | 68M $ | 2.33 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Fund TIAA-CREF Funds | 392,481 | 65.8M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 389,304 | 65.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| AMCAP Fund AMCAP Fund | 349,122 | 65.2M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 359,891 | 62.4M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 346,752 | 60.1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| New Perspective Fund New Perspective Fund | 341,274 | 59.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Large Cap Value Fund JPMorgan Trust II | 330,970 | 57.4M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Capital Group Core Equity ETF Capital Group Core Equity ETF | 301,101 | 56.2M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| Brighthouse/Wellington Core Equity Opportunities Portfolio Brighthouse Funds Trust II | 318,405 | 55.2M $ | 2.12 % | as of Mar 31, 2026 · Original filing |
| Growth Fund AMERICAN FUNDS INSURANCE SERIES | 317,515 | 55.1M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 292,967 | 54.7M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| HARTFORD DIVIDEND AND GROWTH HLS FUND HARTFORD SERIES FUND INC | 309,176 | 53.6M $ | 1.68 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 284,797 | 53.2M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 301,708 | 52.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Nomura Value Fund Delaware Group Equity Funds II | 274,400 | 51.2M $ | 2.61 % | as of Feb 27, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 292,090 | 50.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| VIP Equity-Income Portfolio Variable Insurance Products Fund | 288,800 | 50.1M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| New Economy Fund New Economy Fund | 262,104 | 48.9M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 258,166 | 48.2M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 258,116 | 48.2M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 286,589 | 48.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 286,570 | 48.1M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 285,422 | 47.9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 253,320 | 47.3M $ | 0.25 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 272,567 | 47.3M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Nuveen Dividend Value Fund Nuveen Investment Funds, Inc. | 276,495 | 46.4M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 261,170 | 45.3M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 267,775 | 44.9M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| ELFUN TRUSTS ELFUN TRUSTS | 254,300 | 44.1M $ | 1.06 % | as of Mar 31, 2026 · Original filing |
| Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 261,056 | 43.8M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| MFS Value Portfolio Brighthouse Funds Trust II | 248,862 | 43.2M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. | 226,050 | 42.2M $ | 1.19 % | as of Feb 27, 2026 · Original filing |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 243,151 | 42.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 251,268 | 42.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 232,830 | 40.4M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 232,256 | 40.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 238,287 | 40M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 220,737 | 38.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| ClearBridge Large Cap Value Fund Legg Mason Partners Investment Trust | 224,312 | 37.6M $ | 1.58 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 214,645 | 37.2M $ | 2.13 % | as of Mar 31, 2026 · Original filing |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 211,107 | 36.6M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 198,707 | 34.5M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | 195,199 | 33.9M $ | 1.72 % | as of Mar 31, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 194,996 | 33.8M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 193,600 | 33.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| State Street U.S. Core Equity Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 185,674 | 32.2M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GLOBAL WELLINGTON FUND VANGUARD WORLD FUND | 170,430 | 31.8M $ | 1.03 % | as of Feb 28, 2026 · Original filing |
| MFS Massachusetts Investors Growth Stock Fund MFS Massachusetts Investors Growth Stock Fund | 170,257 | 31.8M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Fidelity Value Discovery Fund Fidelity Puritan Trust | 188,700 | 31.6M $ | 0.83 % | as of Apr 30, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 181,899 | 31.6M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 179,219 | 31.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 178,883 | 30M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Invesco Rising Dividends Fund AIM Equity Funds (Invesco Equity Funds) | 177,334 | 29.7M $ | 0.87 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 174,168 | 29.2M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth and Income Portfolio Fidelity Securities Fund | 173,336 | 29.1M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 173,108 | 29M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| Select Insurance Portfolio Fidelity Select Portfolios | 153,900 | 28.7M $ | 4.28 % | as of Feb 28, 2026 · Original filing |
| VANGUARD ADVICE SELECT DIVIDEND GROWTH FUND VANGUARD WHITEHALL FUNDS | 170,786 | 28.6M $ | 2.72 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 151,626 | 28.3M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 161,389 | 28M $ | 1.18 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 166,793 | 28M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD CAPITAL APPRECIATION FUND HARTFORD MUTUAL FUNDS, INC | 166,142 | 27.9M $ | 0.45 % | as of Apr 30, 2026 · Original filing |
| Value Fund American Century Capital Portfolios, Inc. | 160,147 | 27.8M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 165,264 | 27.7M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Columbia Intrinsic Value Fund Columbia Funds Series Trust II | 147,200 | 27.5M $ | 0.95 % | as of Feb 28, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 152,792 | 26.5M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 154,642 | 25.9M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 154,211 | 25.9M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 147,665 | 25.6M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Horizon Kinetics Inflation Beneficiaries ETF Listed Funds Trust | 145,160 | 25.2M $ | 1.71 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 148,810 | 25M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| Invesco Dividend Income Fund AIM Sector Funds (Invesco Sector Funds) | 147,017 | 24.7M $ | 0.65 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 130,289 | 24.3M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI Global Min Vol Factor ETF iShares, Inc. | 129,877 | 24.3M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST | 143,338 | 24M $ | 3.07 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 138,550 | 24M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 136,878 | 23.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| HARTFORD STOCK HLS FUND HARTFORD SERIES FUND INC | 136,054 | 23.6M $ | 2.12 % | as of Mar 31, 2026 · Original filing |
| First Trust Growth Strength ETF First Trust Exchange-Traded Fund | 135,237 | 23.5M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| DAVENPORT VALUE & INCOME FUND Williamsburg Investment Trust | 133,620 | 23.2M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 138,093 | 23.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 131,797 | 22.9M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 134,388 | 22.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Invesco KBW Property & Casualty Insurance ETF Invesco Exchange-Traded Fund Trust II | 120,543 | 22.5M $ | 8.12 % | as of Feb 28, 2026 · Original filing |
| Distillate U.S. Fundamental Stability & Value ETF ETF Series Solutions | 129,618 | 22.5M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 131,672 | 22.1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 128,283 | 21.5M $ | 0.97 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 112,306 | 21M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| ALPS | OShares U.S. Quality Dividend ETF ALPS ETF TRUST | 112,061 | 20.9M $ | 2.64 % | as of Feb 28, 2026 · Original filing |
| JNL/T. Rowe Price Growth Stock Fund JNL Series Trust | 120,200 | 20.8M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 122,587 | 20.6M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 108,744 | 20.3M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| Brown Advisory - Beutel Goodman Large-Cap Value Fund Brown Advisory Funds | 116,428 | 20.2M $ | 2.02 % | as of Mar 31, 2026 · Original filing |
| Sterling Capital Equity Income Fund Sterling Capital Funds | 115,860 | 20.1M $ | 3.20 % | as of Mar 31, 2026 · Original filing |
| AST Large-Cap Value Portfolio Advanced Series Trust | 115,609 | 20.1M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 105,560 | 19.7M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 115,258 | 19.3M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Nuveen ESG Large-Cap Value ETF NuShares ETF Trust | 114,785 | 19.3M $ | 0.93 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 108,494 | 18.8M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 99,935 | 18.7M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 106,971 | 18.6M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| JNL/ClearBridge Large Cap Growth Fund JNL Series Trust | 106,734 | 18.5M $ | 1.57 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 110,083 | 18.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| iShares Global 100 ETF iShares Trust | 106,360 | 18.4M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Capital Group Global Equity ETF Capital Group Global Equity ETF | 98,126 | 18.3M $ | 0.84 % | as of Feb 28, 2026 · Original filing |
| YCG Enhanced Fund YCG Funds | 98,033 | 18.3M $ | 3.41 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 96,469 | 18M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 106,164 | 17.8M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Blue Chip Growth Fund John Hancock Funds II | 94,985 | 17.7M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Eaton Vance Atlanta Capital Focused Growth Fund Eaton Vance Growth Trust | 102,242 | 17.7M $ | 2.74 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 101,869 | 17.7M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 101,090 | 17.5M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| PSF PGIM Jennison Value Portfolio Prudential Series Fund | 100,344 | 17.4M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 100,279 | 17.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 101,940 | 17.1M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 98,487 | 17.1M $ | 0.15 % | as of Mar 31, 2026 · Original filing |