Funds holding Morningstar Inc
378 funds declare a position · 95 ETFs and 283 other funds · 1.7B $ · US6177001095
Each line carries its report date. The 200 largest lines are shown.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 1,099,446 | 185.9M $ | 1.89 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Mid-Cap ETF iShares Trust | 760,099 | 128.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 692,439 | 117.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 689,404 | 116.3M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| BARON GROWTH FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 535,000 | 90.4M $ | 3.46 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 501,995 | 84.9M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 444,168 | 74.9M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 280,653 | 47.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 256,151 | 43.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 206,977 | 35M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap Quality ETF Invesco Exchange-Traded Fund Trust | 171,590 | 28.9M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| Multi-Manager Large Cap Growth Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 137,101 | 23.2M $ | 0.50 % | as of Mar 31, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 125,256 | 22.9M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 128,766 | 21.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 128,553 | 21.7M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST | 112,274 | 19M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| LargeCap Growth Fund I Principal Funds, Inc | 107,195 | 18.1M $ | 0.29 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 97,218 | 16.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Optimum Large Cap Growth Fund Optimum Fund Trust | 91,290 | 15.4M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Small-Cap Growth Fund Virtus Equity Trust | 85,983 | 14.5M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 75,705 | 13.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 75,568 | 13.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 81,453 | 13.8M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 79,118 | 13.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Royce Premier Fund ROYCE FUND | 70,944 | 12M $ | 1.20 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 64,267 | 11.8M $ | 0.09 % | as of Feb 28, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 68,817 | 11.6M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Growth ETF iShares Trust | 68,360 | 11.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS | 63,942 | 10.8M $ | 0.60 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 62,099 | 10.5M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC | 61,240 | 10.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| iShares S&P Mid-Cap 400 Value ETF iShares Trust | 59,493 | 10.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 58,470 | 9.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 52,016 | 9.5M $ | 1.25 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 54,888 | 9.3M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 49,729 | 8.4M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 44,604 | 8.2M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 42,259 | 7.7M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 42,526 | 7.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 41,105 | 6.9M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS | 36,281 | 6.6M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 35,384 | 6.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 37,712 | 6.4M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 37,039 | 6.3M $ | 1.50 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 36,931 | 6.2M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| Royce Small-Cap Fund ROYCE FUND | 36,206 | 6.1M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST | 31,901 | 5.8M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 34,166 | 5.8M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 32,927 | 5.6M $ | 0.23 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 31,782 | 5.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 25,959 | 4.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 27,547 | 4.7M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 24,651 | 4.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Muirfield Fund Meeder Funds | 26,620 | 4.5M $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 24,552 | 4.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Nicholas Limited Edition, Inc. Nicholas Limited Edition, Inc. | 25,975 | 4.4M $ | 1.33 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 25,580 | 4.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JNL Mid Cap Index Fund JNL Series Trust | 23,435 | 4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| AMG River Road Mid Cap Value Fund AMG Funds IV | 23,315 | 3.9M $ | 1.01 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 23,302 | 3.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 22,572 | 3.8M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 20,637 | 3.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 20,490 | 3.5M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| Mid Cap Index Fund VALIC Co I | 18,218 | 3.3M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST | 17,590 | 3.2M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 18,887 | 3.2M $ | 1.12 % | as of Mar 31, 2026 · Original filing |
| EQ/Mid Cap Index Portfolio EQ Advisors Trust | 18,819 | 3.2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | 18,541 | 3.1M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| DF DENT MIDCAP GROWTH FUND FORUM FUNDS | 18,076 | 3.1M $ | 1.16 % | as of Mar 31, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 18,087 | 3.1M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 18,041 | 3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST | 17,936 | 3M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Nuveen ESG Small-Cap ETF NuShares ETF Trust | 17,954 | 3M $ | 0.24 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 17,725 | 3M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 17,246 | 2.9M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF SPDR SERIES TRUST | 17,127 | 2.9M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 16,805 | 2.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 16,692 | 2.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 16,572 | 2.8M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| AQR Style Premia Alternative Fund AQR Funds | 16,122 | 2.7M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 15,916 | 2.7M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 13,784 | 2.5M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 14,781 | 2.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Vident U.S. Equity Strategy ETF ETF Series Solutions | 13,474 | 2.5M $ | 0.34 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 14,329 | 2.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Fund Northern Funds | 14,214 | 2.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 13,537 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 12,470 | 2.3M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 12,402 | 2.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Dynamic Large Cap Growth Fund Touchstone Strategic Trust | 12,811 | 2.2M $ | 1.55 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 12,272 | 2.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Loomis Sayles Small Cap Value Fund LOOMIS SAYLES FUNDS I | 12,064 | 2M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 11,836 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 11,817 | 2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 10,658 | 2M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,133 | 1.9M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 11,011 | 1.9M $ | 3.08 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 10,023 | 1.8M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. | 10,818 | 1.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Motley Fool Mid-Cap Growth ETF RBB Fund, Inc. | 9,919 | 1.8M $ | 1.39 % | as of Feb 28, 2026 · Original filing |
| Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 10,680 | 1.8M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Copeland SMID Cap Dividend Growth Fund Copeland Trust | 9,477 | 1.7M $ | 1.17 % | as of Feb 28, 2026 · Original filing |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 10,258 | 1.7M $ | 0.63 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 10,271 | 1.7M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 10,248 | 1.7M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 10,210 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Growth ETF iShares Trust | 10,012 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 9,890 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 9,839 | 1.7M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dynamic Allocation Fund Meeder Funds | 9,717 | 1.6M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST | 9,709 | 1.6M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| LVIP Baron Growth Opportunities Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,509 | 1.6M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 8,719 | 1.6M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| JNL Multi-Manager Small Cap Growth Fund JNL Series Trust | 9,441 | 1.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 8,691 | 1.6M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 8,667 | 1.6M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. | 9,167 | 1.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 9,038 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Growth Index Fund TIAA-CREF Funds | 8,829 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| MidCap S&P 400 Index Fund Principal Funds, Inc | 8,784 | 1.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| MOA MID CAP EQUITY INDEX FUND MoA Funds Corp | 8,655 | 1.5M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 8,628 | 1.5M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Systematic Growth Fund VALIC Co I | 7,918 | 1.5M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 8,500 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| DF DENT SMALL CAP GROWTH FUND FORUM FUNDS | 8,452 | 1.4M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| Balanced Fund Meeder Funds | 8,248 | 1.4M $ | 0.31 % | as of Mar 31, 2026 · Original filing |
| NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust | 8,201 | 1.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Mid Cap Index Trust John Hancock Variable Insurance Trust | 8,155 | 1.4M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 8,131 | 1.4M $ | 0.14 % | as of Apr 30, 2026 · Original filing |
| Bright Rock Mid Cap Growth Fund Trust for Professional Managers | 7,500 | 1.4M $ | 1.43 % | as of May 31, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 8,074 | 1.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 8,053 | 1.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 7,897 | 1.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II | 7,792 | 1.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 7,614 | 1.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| AQR Alternative Risk Premia Fund AQR Funds | 7,455 | 1.3M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 7,390 | 1.2M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 7,321 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 7,139 | 1.2M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 7,128 | 1.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 6,881 | 1.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,723 | 1.1M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Column Small Cap Fund Trust for Professional Managers | 6,047 | 1.1M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 6,519 | 1.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Large Company Growth Portfolio Wilshire Mutual Funds Inc | 6,486 | 1.1M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 6,390 | 1.1M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| Spectrum Fund Meeder Funds | 6,353 | 1.1M $ | 0.44 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 6,347 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AST J.P. Morgan Moderate Multi-Asset Portfolio Advanced Series Trust | 6,061 | 1M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 6,017 | 1M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| PSF PGIM Flexible Managed Portfolio Prudential Series Fund | 6,000 | 1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. | 5,865 | 991.5K $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 5,600 | 946.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 5,598 | 946.3K $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II | 5,084 | 931.1K $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 5,328 | 900.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 5,325 | 900.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 5,186 | 874.9K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 5,174 | 874.7K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 5,173 | 874.5K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 5,170 | 874K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Gotham 1000 Value ETF Tidal Trust I | 5,113 | 864.4K $ | 0.40 % | as of Mar 31, 2026 · Original filing |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 5,100 | 862.2K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/400 Managed Volatility Portfolio EQ Advisors Trust | 4,980 | 841.9K $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Small-Cap Growth Series Virtus Variable Insurance Trust | 4,942 | 835.4K $ | 1.85 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 4,895 | 825.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 4,877 | 824.5K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 4,877 | 822.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 4,474 | 819.4K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 4,556 | 770.2K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Hunter Small Cap Value Fund Two Roads Shared Trust | 4,540 | 765.9K $ | 1.23 % | as of Apr 30, 2026 · Original filing |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 4,400 | 743.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Embark Small Cap Equity Fund Harbor Funds II | 4,278 | 721.7K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. | 4,229 | 714.9K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 4,198 | 708.2K $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 4,087 | 689.5K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 4,057 | 684.5K $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. | 4,036 | 682.3K $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 3,966 | 670.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 3,646 | 667.7K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 3,923 | 661.8K $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 3,823 | 646.3K $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VY(R) BARON GROWTH PORTFOLIO Voya Partners Inc | 3,766 | 636.6K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 3,753 | 633.2K $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 3,420 | 626.3K $ | 0.05 % | as of Feb 28, 2026 · Original filing |
| T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,695 | 624.6K $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 3,648 | 615.5K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 3,620 | 612K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,475 | 586.3K $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 3,194 | 584.9K $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,414 | 576K $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 3,363 | 568.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI | 3,344 | 565.3K $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 3,332 | 562.1K $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust | 3,283 | 555K $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds | 3,277 | 552.9K $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust | 3,244 | 548.4K $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 3,188 | 538.9K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds | 3,173 | 535.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 3,133 | 529.6K $ | 0.04 % | as of Mar 31, 2026 · Original filing |