Funds holding Morgan Stanley
1099 funds declare a position · 297 ETFs and 802 other funds · 57.7B $ · US6174464486
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 | 37,816,224 | 6.2B $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 30,570,753 | 5B $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 15,371,718 | 2.6B $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 15,473,661 | 2.5B $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 11,014,933 | 1.8B $ | 0.80 % | as of Mar 31, 2026 · Original filing |
| Investment Co of America Investment Co of America | 9,135,406 | 1.5B $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 8,150,617 | 1.3B $ | 2.81 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 6,754,960 | 1.3B $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| MFS Value Fund MFS SERIES TRUST I | 7,142,122 | 1.2B $ | 2.12 % | as of Feb 28, 2026 · Original filing |
| Fidelity Contrafund Fidelity Contrafund | 6,785,861 | 1.1B $ | 0.71 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,783,199 | 1.1B $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Capital Income Builder Capital Income Builder | 5,237,154 | 998.1M $ | 0.79 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 4,470,794 | 852.1M $ | 0.90 % | as of Apr 30, 2026 · Original filing |
| Washington Mutual Investors Fund Washington Mutual Investors Fund | 4,283,361 | 816.4M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Income Fund JPMorgan Trust II | 4,878,168 | 802.8M $ | 1.94 % | as of Mar 31, 2026 · Original filing |
| Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I | 4,685,498 | 780.2M $ | 1.63 % | as of Feb 28, 2026 · Original filing |
| Franklin Rising Dividends Fund Franklin Managed Trust | 4,050,000 | 666.5M $ | 2.59 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Equity Fund JPMorgan Trust I | 3,244,778 | 534M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 2,669,884 | 508.9M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 2,655,571 | 506.1M $ | 1.28 % | as of Apr 30, 2026 · Original filing |
| American Mutual Fund American Mutual Fund | 2,269,050 | 432.5M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 2,605,363 | 428.8M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II | 2,525,324 | 420.5M $ | 7.53 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 2,528,676 | 416.1M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 2,050,908 | 390.9M $ | 1.61 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 2,258,379 | 376M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 2,000,432 | 333.1M $ | 2.39 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | 2,007,820 | 330.4M $ | 1.46 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND | 1,959,992 | 326.4M $ | 0.27 % | as of Feb 28, 2026 · Original filing |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 1,669,641 | 318.2M $ | 1.32 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 1,788,551 | 297.8M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| Disciplined Value Fund John Hancock Funds III | 1,749,806 | 288M $ | 1.69 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. ROWE PRICE BLUE CHIP GROWTH FUND, INC. | 1,568,324 | 258.1M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Value Fund, Inc. T. ROWE PRICE VALUE FUND, INC. | 1,568,323 | 258.1M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| THE U.S. LARGE CAP VALUE SERIES DFA INVESTMENT TRUST CO | 1,352,277 | 257.7M $ | 0.88 % | as of Apr 30, 2026 · Original filing |
| Fidelity Contrafund K6 Fidelity Contrafund | 1,556,332 | 256.1M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Growth ETF iShares Trust | 1,542,229 | 253.8M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 1,513,401 | 249.1M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,398,039 | 230.1M $ | 0.36 % | as of Mar 31, 2026 · Original filing |
| Equity Income Fund Principal Funds, Inc | 1,186,743 | 226.2M $ | 2.78 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,354,997 | 225.6M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC | 1,161,882 | 221.4M $ | 3.29 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 1,334,000 | 219.5M $ | 14.29 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Balanced Fund JANUS INVESTMENT FUND | 1,305,811 | 214.9M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 1,244,022 | 207.1M $ | 0.32 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,058,638 | 201.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| Fidelity Puritan Fund Fidelity Puritan Trust | 1,205,704 | 200.8M $ | 0.62 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 1,181,323 | 196.7M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 1,107,952 | 182.3M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Growth Stock Fund, Inc. T. ROWE PRICE GROWTH STOCK FUND, INC. | 1,107,807 | 182.3M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 1,096,415 | 180.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 946,587 | 180.4M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Dynamic Value Fund BNY Mellon Advantage Funds, Inc. | 1,075,007 | 179M $ | 1.58 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 911,577 | 173.7M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 1,054,084 | 173.5M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| Franklin Equity Income Fund Franklin Investors Securities Trust | 892,500 | 170.1M $ | 3.52 % | as of Apr 30, 2026 · Original filing |
| Columbia Contrarian Core Fund COLUMBIA FUNDS SERIES TRUST I | 1,013,160 | 168.7M $ | 1.04 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 864,182 | 164.7M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| American Balanced Fund American Balanced Fund | 965,515 | 158.9M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 879,875 | 146.5M $ | 1.09 % | as of Feb 28, 2026 · Original filing |
| American Funds Global Balanced Fund American Funds Global Balanced Fund | 726,652 | 138.5M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 710,329 | 135.4M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 809,848 | 133.3M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 809,466 | 133.2M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust | 691,105 | 131.7M $ | 1.62 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 750,880 | 123.6M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Equity Growth Fund Fidelity Advisor Series I | 741,161 | 123.4M $ | 1.02 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust | 645,542 | 123M $ | 0.78 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 741,372 | 122M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| American Funds Fundamental Investors American Funds Fundamental Investors | 733,729 | 120.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 624,790 | 119.1M $ | 3.50 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 624,127 | 119M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND | 712,821 | 118.7M $ | 0.99 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 618,721 | 117.9M $ | 0.27 % | as of Apr 30, 2026 · Original filing |
| Old Westbury Large Cap Strategies Fund Old Westbury Funds Inc | 615,195 | 117.3M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 702,220 | 116.9M $ | 0.30 % | as of Feb 28, 2026 · Original filing |
| Income Fund of America Income Fund of America | 608,950 | 116.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC | 683,503 | 113.8M $ | 2.34 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 670,117 | 111.6M $ | 0.60 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 677,730 | 111.5M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Value Fund JPMorgan Trust I | 675,004 | 111.1M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 670,549 | 110.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 564,090 | 107.5M $ | 0.28 % | as of Apr 30, 2026 · Original filing |
| Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) | 562,677 | 107.2M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 649,502 | 106.9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Growth and Income Fund JANUS INVESTMENT FUND | 645,828 | 106.3M $ | 1.39 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 636,891 | 106M $ | 0.68 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 622,166 | 102.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 602,457 | 100.3M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 599,112 | 98.6M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 573,991 | 94.5M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| VIP Growth Portfolio Variable Insurance Products Fund | 570,664 | 93.9M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 563,359 | 93.8M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| AMCAP Fund AMCAP Fund | 554,770 | 92.4M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 560,041 | 92.2M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD DIVIDEND AND GROWTH FUND HARTFORD MUTUAL FUNDS, INC | 480,034 | 91.5M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 553,689 | 91.1M $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 551,130 | 90.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust | 473,366 | 90.2M $ | 0.63 % | as of Apr 30, 2026 · Original filing |
| Neuberger Large Cap Value Fund NEUBERGER BERMAN EQUITY FUNDS | 534,359 | 89M $ | 0.94 % | as of Feb 28, 2026 · Original filing |
| VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 530,618 | 88.4M $ | 0.40 % | as of Feb 28, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 461,449 | 87.9M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 100 ETF iShares Trust | 532,379 | 87.6M $ | 0.49 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 437,753 | 83.4M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Hedged Equity Fund JPMorgan Trust I | 503,670 | 82.9M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| VIP Contrafund Portfolio Variable Insurance Products Fund II | 496,787 | 81.8M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 495,775 | 81.6M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| Hamlin High Dividend Equity Fund ADVISORS' INNER CIRCLE FUND | 493,766 | 81.3M $ | 4.97 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Large Cap Value ETF American Century ETF Trust | 483,222 | 80.5M $ | 0.76 % | as of Feb 28, 2026 · Original filing |
| Columbia Select Large Cap Value Fund Columbia Funds Series Trust II | 478,678 | 79.7M $ | 2.53 % | as of Feb 28, 2026 · Original filing |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 411,428 | 78.4M $ | 1.22 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 394,024 | 75.1M $ | 0.66 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Global Select Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 391,597 | 74.6M $ | 1.05 % | as of Apr 30, 2026 · Original filing |
| Columbia Research Enhanced Core ETF Columbia ETF Trust I | 386,054 | 73.6M $ | 1.36 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 384,043 | 73.2M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 442,827 | 72.9M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 435,680 | 72.5M $ | 0.46 % | as of Feb 28, 2026 · Original filing |
| Janus Henderson Balanced Portfolio JANUS ASPEN SERIES | 436,762 | 71.9M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 435,970 | 71.7M $ | 1.27 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 434,814 | 71.6M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 371,687 | 70.8M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 428,040 | 70.4M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 362,350 | 69.1M $ | 1.17 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 359,438 | 68.5M $ | 3.40 % | as of Apr 30, 2026 · Original filing |
| Gateway Fund Gateway Trust | 414,283 | 68.2M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 355,348 | 67.7M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| MFS Research Fund MFS Series Trust V | 410,147 | 67.5M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| JNL/Newton Equity Income Fund JNL Series Trust | 401,849 | 66.1M $ | 1.66 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 394,570 | 64.9M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Fidelity Blue Chip Growth Fund Fidelity Securities Fund | 340,435 | 64.9M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Columbia Balanced Fund COLUMBIA FUNDS SERIES TRUST I | 386,143 | 64.3M $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 333,964 | 63.7M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. | 384,683 | 63.3M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| NYLI Winslow Large Cap Growth Fund NEW YORK LIFE INVESTMENTS FUNDS | 330,300 | 63M $ | 0.51 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 379,697 | 62.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Value Advantage Fund JPMorgan Trust I | 377,063 | 62.1M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| THRIVENT LARGE CAP VALUE FUND Thrivent Mutual Funds | 325,168 | 62M $ | 1.75 % | as of Apr 30, 2026 · Original filing |
| VANGUARD CAPITAL OPPORTUNITY FUND VANGUARD HORIZON FUNDS | 372,902 | 61.4M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Columbia Variable Portfolio - Select Large Cap Value Fund Columbia Funds Variable Series Trust II | 364,392 | 60M $ | 2.64 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor New Insights Fund Fidelity Contrafund | 361,323 | 59.5M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 311,364 | 59.3M $ | 2.68 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage Large Cap Core Fund BlackRock Large Cap Series Funds, Inc. | 355,662 | 59.2M $ | 1.67 % | as of Feb 27, 2026 · Original filing |
| Stock Index Fund Northern Funds | 354,786 | 58.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 304,638 | 58.1M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 342,472 | 56.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| MFS Value Portfolio Brighthouse Funds Trust II | 341,840 | 56.3M $ | 2.23 % | as of Mar 31, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 288,266 | 54.9M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Value Strategies Fund Columbia Funds Series Trust II | 328,121 | 54.6M $ | 0.98 % | as of Feb 28, 2026 · Original filing |
| THRIVENT LARGE CAP VALUE PORTFOLIO Thrivent Series Fund, Inc. | 330,085 | 54.3M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | 325,622 | 53.6M $ | 0.84 % | as of Mar 31, 2026 · Original filing |
| Invesco Large Cap Value ETF Invesco Exchange-Traded Fund Trust | 279,451 | 53.3M $ | 3.60 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 277,326 | 52.9M $ | 1.38 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 276,990 | 52.8M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 273,837 | 52.2M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Focus ETF J.P. Morgan Exchange-Traded Fund Trust | 311,234 | 51.2M $ | 2.99 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 267,534 | 51M $ | 0.42 % | as of Apr 30, 2026 · Original filing |
| Fidelity Growth Discovery Fund Fidelity Hastings Street Trust | 308,210 | 50.7M $ | 0.89 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 307,791 | 50.7M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 263,647 | 50.2M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 300,707 | 50.1M $ | 0.11 % | as of Feb 28, 2026 · Original filing |
| Nomura Core Equity Fund IVY FUNDS | 303,914 | 50M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. | 297,313 | 48.9M $ | 2.80 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | 295,917 | 48.7M $ | 0.82 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 253,328 | 48.3M $ | 0.37 % | as of Apr 30, 2026 · Original filing |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 289,624 | 47.7M $ | 2.22 % | as of Mar 31, 2026 · Original filing |
| Calamos Market Neutral Income Fund CALAMOS INVESTMENT TRUST/IL | 242,197 | 46.2M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Principal Capital Appreciation Fund Principal Funds, Inc | 240,528 | 45.8M $ | 0.89 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 274,314 | 45.7M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| MFS Core Equity Fund MFS SERIES TRUST I | 271,504 | 45.2M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 267,791 | 44.6M $ | 0.54 % | as of Feb 28, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 269,453 | 44.3M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 267,800 | 44.1M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 230,171 | 43.9M $ | 2.23 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 265,830 | 43.7M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | 265,631 | 43.7M $ | 2.22 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 259,178 | 43.2M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| iShares Global 100 ETF iShares Trust | 262,082 | 43.1M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MEGA CAP INDEX FUND VANGUARD WORLD FUND | 257,497 | 42.9M $ | 0.41 % | as of Feb 28, 2026 · Original filing |
| JPMorgan U.S. Research Enhanced Equity Fund JPMorgan Trust I | 259,722 | 42.7M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 255,655 | 42.6M $ | 0.36 % | as of Feb 28, 2026 · Original filing |
| Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES | 258,399 | 42.5M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| MFS Total Return Fund MFS Series Trust V | 258,377 | 42.5M $ | 0.57 % | as of Mar 31, 2026 · Original filing |
| Calamos Phineus Long/Short Fund CALAMOS INVESTMENT TRUST/IL | 223,000 | 42.5M $ | 3.86 % | as of Apr 30, 2026 · Original filing |
| Columbia Intrinsic Value Fund Columbia Funds Series Trust II | 251,600 | 41.9M $ | 1.45 % | as of Feb 28, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 254,288 | 41.8M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 219,274 | 41.8M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| THRIVENT LARGE CAP GROWTH FUND Thrivent Mutual Funds | 217,386 | 41.4M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 249,199 | 41M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 247,935 | 40.8M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 245,649 | 40.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Large-Cap Value ETF NuShares ETF Trust | 211,454 | 40.3M $ | 1.94 % | as of Apr 30, 2026 · Original filing |
| Invesco Charter Fund AIM Equity Funds (Invesco Equity Funds) | 210,432 | 40.1M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust | 238,018 | 39.2M $ | 2.61 % | as of Mar 31, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 234,798 | 38.6M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| Invesco Dividend Income Fund AIM Sector Funds (Invesco Sector Funds) | 202,002 | 38.5M $ | 1.02 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 233,694 | 38.5M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Fidelity New Millennium Fund Fidelity Mt. Vernon Street Trust | 230,100 | 38.3M $ | 0.71 % | as of Feb 28, 2026 · Original filing |
| Permanent Portfolio PERMANENT PORTFOLIO FAMILY OF FUNDS | 200,000 | 38.1M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 198,001 | 37.7M $ | 0.32 % | as of Apr 30, 2026 · Original filing |
| Invesco Rising Dividends Fund AIM Equity Funds (Invesco Equity Funds) | 196,970 | 37.5M $ | 1.10 % | as of Apr 30, 2026 · Original filing |