Funds holding Nasdaq Inc
733 funds declare a position · 222 ETFs and 511 other funds · 16.7B $ · US6311031081
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 | 16,249,720 | 1.4B $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WELLINGTON FUND VANGUARD WELLINGTON FUND | 14,589,649 | 1.3B $ | 1.07 % | as of Feb 28, 2026 · Original filing |
| MFS Value Fund MFS SERIES TRUST I | 11,630,346 | 1B $ | 1.82 % | as of Feb 28, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 11,412,514 | 968.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 11,048,497 | 937.9M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | 6,335,486 | 537.8M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 5,740,651 | 502.8M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Franklin Rising Dividends Fund Franklin Managed Trust | 5,860,000 | 497.5M $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 5,775,773 | 490.3M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 4,732,797 | 401.8M $ | 0.18 % | as of Mar 31, 2026 · Original filing |
| MFS Growth Fund MFS Series Trust II | 4,557,327 | 399.1M $ | 1.00 % | as of Feb 28, 2026 · Original filing |
| Oakmark Fund HARRIS ASSOCIATES INVESTMENT TRUST | 3,741,305 | 317.6M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 3,325,696 | 282.3M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 3,042,245 | 258.3M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR II FUND VANGUARD WINDSOR FUNDS | 2,527,666 | 232.3M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 2,522,299 | 231.8M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| MFS Mid Cap Growth Fund MFS Series Trust IV | 2,611,865 | 228.7M $ | 1.66 % | as of Feb 28, 2026 · Original filing |
| VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | 2,648,860 | 224.9M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,531,679 | 214.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 2,219,412 | 188.4M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,973,071 | 181.3M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 1,793,792 | 164.9M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 1,677,293 | 154.2M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Fundamental Large Cap Core Fund John Hancock Investment Trust | 1,642,894 | 151M $ | 2.40 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 1,731,105 | 147M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC | 1,358,739 | 124.9M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND | 1,065,811 | 93.3M $ | 0.21 % | as of Feb 28, 2026 · Original filing |
| Nuveen Dividend Growth Fund Nuveen Investment Trust II | 1,015,038 | 93.3M $ | 1.43 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 992,151 | 91.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| JNL/WMC Balanced Fund JNL Series Trust | 1,053,041 | 89.4M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 1,039,111 | 88.2M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| Equity Income Fund Principal Funds, Inc | 914,993 | 84.1M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Putnam Large Cap Growth Fund Putnam Investment Funds | 874,187 | 80.3M $ | 0.59 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 943,981 | 80.1M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Global Equities Account College Retirement Equities Fund | 877,974 | 74.5M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 842,420 | 73.8M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Fidelity Balanced Fund Fidelity Puritan Trust | 840,900 | 73.6M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC | 797,685 | 73.3M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC | 766,066 | 70.4M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| THE HARTFORD EQUITY INCOME FUND HARTFORD MUTUAL FUNDS, INC | 762,975 | 70.1M $ | 1.43 % | as of Apr 30, 2026 · Original filing |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 766,992 | 67.2M $ | 0.48 % | as of Feb 28, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 775,122 | 65.8M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 689,496 | 63.4M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 679,522 | 62.5M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 698,827 | 61.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 718,348 | 61M $ | 3.97 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 668,644 | 58.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 652,508 | 55.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Invesco Discovery Mid Cap Growth Fund AIM Investment Funds (Invesco Investment Funds) | 602,407 | 55.4M $ | 0.82 % | as of Apr 30, 2026 · Original filing |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 600,600 | 51M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| MFS Value Portfolio Brighthouse Funds Trust II | 588,560 | 50M $ | 1.98 % | as of Mar 31, 2026 · Original filing |
| Principal Capital Appreciation Fund Principal Funds, Inc | 531,141 | 48.8M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| Massachusetts Investors Trust MASSACHUSETTS INVESTORS TRUST | 571,318 | 48.5M $ | 0.77 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 566,004 | 48M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 530,237 | 45M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| LVIP MFS Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 495,103 | 42M $ | 1.96 % | as of Mar 31, 2026 · Original filing |
| Eventide Dividend Opportunities Fund MUTUAL FUND SERIES TRUST | 487,168 | 41.4M $ | 3.44 % | as of Mar 31, 2026 · Original filing |
| Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc | 447,664 | 41.1M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 465,734 | 40.8M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Franklin Small-Mid Cap Growth Fund Franklin Strategic Series | 443,736 | 40.8M $ | 1.15 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 446,570 | 39.1M $ | 0.29 % | as of Feb 28, 2026 · Original filing |
| MFS Value Series MFS VARIABLE INSURANCE TRUST | 455,831 | 38.7M $ | 1.97 % | as of Mar 31, 2026 · Original filing |
| Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC | 449,300 | 38.1M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP STOCK FUND Thrivent Mutual Funds | 407,198 | 37.4M $ | 1.24 % | as of Apr 30, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 404,527 | 37.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| BALANCED PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 435,828 | 37M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| Transamerica WMC US Growth VP TRANSAMERICA SERIES TRUST | 432,989 | 36.8M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 392,979 | 36.1M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| Oakmark Equity and Income Fund HARRIS ASSOCIATES INVESTMENT TRUST | 421,200 | 35.8M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 379,787 | 34.9M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 376,167 | 34.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 402,450 | 34.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 387,495 | 33.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 392,416 | 33.3M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 360,694 | 33.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 378,229 | 32.1M $ | 0.13 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 346,402 | 31.8M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC | 357,397 | 30.3M $ | 1.09 % | as of Mar 31, 2026 · Original filing |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | 352,159 | 29.9M $ | 0.51 % | as of Mar 31, 2026 · Original filing |
| Franklin Rising Dividends VIP Fund Franklin Templeton Variable Insurance Products Trust | 342,295 | 29.1M $ | 1.94 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 328,039 | 28.7M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Invesco Large Cap Growth ETF Invesco Exchange-Traded Fund Trust | 309,932 | 28.5M $ | 1.49 % | as of Apr 30, 2026 · Original filing |
| iShares ESG Aware MSCI USA ETF iShares Trust | 316,026 | 27.7M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 322,715 | 27.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 321,915 | 27.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Fundamental Large Cap Value Trust John Hancock Variable Insurance Trust | 318,813 | 27.1M $ | 3.35 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 287,860 | 24.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 264,021 | 24.3M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 283,171 | 24M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Old Westbury All Cap Core Fund Old Westbury Funds Inc | 259,072 | 23.8M $ | 0.68 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 263,457 | 23.1M $ | 0.12 % | as of Feb 28, 2026 · Original filing |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 262,600 | 23M $ | 2.33 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Financials ETF iShares Trust | 249,494 | 22.9M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 261,719 | 22.9M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 268,623 | 22.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MID CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 253,819 | 21.5M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 232,901 | 21.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 246,009 | 20.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 238,137 | 20.9M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 237,627 | 20.8M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 218,959 | 20.1M $ | 0.67 % | as of Apr 30, 2026 · Original filing |
| EQUITY INCOME PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 236,768 | 20.1M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| MFS Growth Series MFS VARIABLE INSURANCE TRUST | 233,358 | 19.8M $ | 1.02 % | as of Mar 31, 2026 · Original filing |
| THE HARTFORD MIDCAP VALUE FUND HARTFORD MUTUAL FUNDS, INC | 204,479 | 18.8M $ | 1.59 % | as of Apr 30, 2026 · Original filing |
| Transamerica US Growth TRANSAMERICA FUNDS | 199,329 | 18.3M $ | 0.64 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 208,263 | 17.7M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 185,760 | 17.1M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| Virtus Ceredex Mid-Cap Value Equity Fund Virtus Asset Trust | 200,000 | 17M $ | 1.48 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 184,177 | 16.9M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Optimum Large Cap Value Fund Optimum Fund Trust | 195,061 | 16.6M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - Responsible Balanced Account College Retirement Equities Fund | 194,779 | 16.5M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| AQR Long-Short Equity Fund AQR Funds | 191,664 | 16.3M $ | 0.20 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 189,278 | 16.1M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 174,049 | 16M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 181,761 | 15.4M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 176,748 | 15M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 170,920 | 15M $ | 0.10 % | as of Feb 28, 2026 · Original filing |
| Select Financials Portfolio Fidelity Select Portfolios | 168,300 | 14.7M $ | 1.50 % | as of Feb 28, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 172,566 | 14.6M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 157,780 | 14.5M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| HARTFORD BALANCED HLS FUND HARTFORD SERIES FUND INC | 170,275 | 14.5M $ | 0.96 % | as of Mar 31, 2026 · Original filing |
| Natixis Oakmark Fund Natixis Funds Trust II | 169,880 | 14.4M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 168,293 | 14.3M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| NYLI WMC Value Fund NEW YORK LIFE INVESTMENTS FUNDS | 154,842 | 14.2M $ | 1.51 % | as of Apr 30, 2026 · Original filing |
| Growth Portfolio PACIFIC SELECT FUND | 165,946 | 14.1M $ | 1.01 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 165,325 | 14M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 142,760 | 13.1M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| JNL/WMC Value Fund JNL Series Trust | 154,280 | 13.1M $ | 1.49 % | as of Mar 31, 2026 · Original filing |
| iShares Future Exponential Technologies ETF iShares Trust | 142,028 | 13.1M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI ACWI ETF iShares Trust | 141,348 | 13M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Focused Global Growth Fund American Century World Mutual Funds, Inc. | 145,090 | 12.7M $ | 2.07 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 135,189 | 12.4M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Responsible Equity Fund TIAA-CREF Funds | 134,825 | 12.4M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Financial Services ETF iShares Trust | 134,167 | 12.3M $ | 0.61 % | as of Apr 30, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 139,891 | 12.3M $ | 0.17 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST | 143,105 | 12.1M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| JOHNSON EQUITY INCOME FUND Johnson Mutual Funds Trust | 142,400 | 12.1M $ | 1.76 % | as of Mar 31, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 141,730 | 12M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST | 130,412 | 12M $ | 1.53 % | as of Apr 30, 2026 · Original filing |
| JNL/WMC Equity Income Fund JNL Series Trust | 139,578 | 11.8M $ | 1.33 % | as of Mar 31, 2026 · Original filing |
| Guardian Equity Income VIP Fund Guardian Variable Products Trust | 139,301 | 11.8M $ | 1.38 % | as of Mar 31, 2026 · Original filing |
| Payden Equity Income Fund PAYDEN & RYGEL INVESTMENT GROUP | 127,100 | 11.7M $ | 1.09 % | as of Apr 30, 2026 · Original filing |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 124,658 | 11.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 129,825 | 11.4M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Dearborn Partners Rising Dividend Fund Trust for Professional Managers | 129,506 | 11.3M $ | 2.01 % | as of Feb 28, 2026 · Original filing |
| EQ/MFS Mid Cap Focused Growth Portfolio EQ Advisors Trust | 131,749 | 11.2M $ | 2.29 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 119,549 | 11M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| AST Large-Cap Growth Portfolio Advanced Series Trust | 128,200 | 10.9M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 127,608 | 10.8M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Invesco Global Opportunities Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 116,349 | 10.7M $ | 0.47 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 125,408 | 10.6M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 115,634 | 10.6M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 113,711 | 10.5M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 122,672 | 10.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. AI Enhanced Value Fund WisdomTree Trust | 122,554 | 10.4M $ | 2.78 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust | 113,378 | 9.9M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| Victory 500 Index Fund Victory Portfolios III | 106,156 | 9.8M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Sterling Capital Equity Income Fund Sterling Capital Funds | 114,046 | 9.7M $ | 1.54 % | as of Mar 31, 2026 · Original filing |
| VIP Balanced Portfolio Variable Insurance Products Fund III | 113,300 | 9.6M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| iShares ESG Optimized MSCI USA ETF iShares Trust | 104,590 | 9.6M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series All-Sector Equity Fund Fidelity Devonshire Trust | 103,400 | 9.5M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 102,333 | 9.4M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 103,311 | 9M $ | 0.14 % | as of Feb 28, 2026 · Original filing |
| EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust | 105,441 | 9M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Financials Fund Fidelity Advisor Series VII | 97,200 | 8.9M $ | 1.43 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 100,932 | 8.8M $ | 0.08 % | as of Feb 28, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 95,952 | 8.8M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 94,962 | 8.7M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 94,559 | 8.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 97,907 | 8.6M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 100,470 | 8.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 99,226 | 8.4M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| VIP Stock Selector Portfolio Variable Insurance Products Fund | 98,600 | 8.4M $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Morningstar U.S. Equity Fund Morningstar Funds Trust | 90,230 | 8.3M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Olstein All Cap Value Fund Managed Portfolio Series | 96,000 | 8.1M $ | 1.82 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 86,677 | 8M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust | 86,537 | 8M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 85,917 | 7.9M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 93,018 | 7.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 92,556 | 7.9M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| Janus Henderson Adaptive Risk Managed U.S. Equity Fund JANUS INVESTMENT FUND | 91,801 | 7.8M $ | 1.34 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 91,331 | 7.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| NYLI WMC Growth Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 82,840 | 7.6M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| Calamos Growth Fund CALAMOS INVESTMENT TRUST/IL | 80,000 | 7.4M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 78,368 | 7.2M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| Equity Income Account Principal Variable Contract Funds, Inc | 83,228 | 7.1M $ | 1.00 % | as of Mar 31, 2026 · Original filing |
| Putnam VT Large Cap Growth Fund Putnam Variable Trust | 82,870 | 7M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 82,067 | 7M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Eventide Balanced Fund MUTUAL FUND SERIES TRUST | 82,025 | 7M $ | 1.83 % | as of Mar 31, 2026 · Original filing |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 78,237 | 6.9M $ | 0.07 % | as of Feb 28, 2026 · Original filing |
| Invesco V.I. Discovery Mid Cap Growth Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 79,361 | 6.7M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 78,534 | 6.7M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) S&P(R) Capital Markets ETF SPDR SERIES TRUST | 78,124 | 6.6M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 75,659 | 6.6M $ | 0.06 % | as of Feb 28, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 76,978 | 6.5M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| EQ/Franklin Rising Dividends Portfolio EQ Advisors Trust | 76,940 | 6.5M $ | 1.93 % | as of Mar 31, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 76,700 | 6.5M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 69,684 | 6.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 72,771 | 6.2M $ | 0.07 % | as of Mar 31, 2026 · Original filing |
| SIIT U.S. Equity Factor Allocation Fund SEI INSTITUTIONAL INVESTMENTS TRUST | 68,876 | 6M $ | 0.19 % | as of Feb 28, 2026 · Original filing |