Funds holding Pinnacle West Capital Corp.
492 funds declare a position · 129 ETFs and 363 other funds · 6.1B $ · US7234841010
Funds report on different dates: each line carries its own. The 200 largest lines are shown.
| Fund | Shares | Value (USD) | Weight | |
|---|---|---|---|---|
| Capital World Growth & Income Fund Capital World Growth & Income Fund | 5,138,988 | 515.4M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| Capital Income Builder Capital Income Builder | 4,412,220 | 457.6M $ | 0.36 % | as of Apr 30, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,840,860 | 387M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 3,042,004 | 306.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 2,787,755 | 280.9M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| American Mutual Fund American Mutual Fund | 2,457,400 | 254.9M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| iShares Select Dividend ETF iShares Trust | 2,270,569 | 235.5M $ | 1.03 % | as of Apr 30, 2026 · Original filing |
| Investment Co of America Investment Co of America | 2,240,323 | 225.7M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 2,053,281 | 206.9M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,775,277 | 178.9M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 1,676,844 | 173.9M $ | 0.20 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 1,539,620 | 155.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 1,523,187 | 152.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | 1,351,561 | 136.2M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| American Funds Global Balanced Fund American Funds Global Balanced Fund | 1,072,251 | 111.2M $ | 0.34 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 1,040,286 | 104.3M $ | 1.26 % | as of Feb 28, 2026 · Original filing |
| Franklin Utilities Fund Franklin Custodian Funds | 1,000,000 | 100.8M $ | 1.30 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Large Cap Value Fund Bridge Builder Trust | 981,098 | 98.8M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF SPDR SERIES TRUST | 925,978 | 93.3M $ | 1.32 % | as of Mar 31, 2026 · Original filing |
| VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND | 812,799 | 81.5M $ | 0.74 % | as of Feb 28, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 674,968 | 68M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| MFS Utilities Fund MFS Series Trust VI | 649,551 | 67.4M $ | 2.39 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 High Dividend Low Volatility ETF Invesco Exchange-Traded Fund Trust II | 593,102 | 59.5M $ | 1.73 % | as of Feb 28, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 468,795 | 48.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 456,093 | 46M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 441,270 | 45.8M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Growth-Income Fund AMERICAN FUNDS INSURANCE SERIES | 439,510 | 44.3M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Virtus Reaves Utilities ETF ETFis Series Trust I | 421,769 | 43.7M $ | 2.75 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 381,112 | 38.4M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 369,920 | 38.4M $ | 4.27 % | as of Apr 30, 2026 · Original filing |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | 347,492 | 35M $ | 0.43 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP STOCK FUND Thrivent Mutual Funds | 336,194 | 34.9M $ | 1.19 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 323,136 | 32.4M $ | 0.24 % | as of Feb 28, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 318,191 | 32.1M $ | 0.86 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 306,476 | 30.9M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| The Gabelli Utilities Fund Gabelli Utilities Fund | 305,500 | 30.8M $ | 1.74 % | as of Mar 31, 2026 · Original filing |
| MFS Utilities Series MFS VARIABLE INSURANCE TRUST | 297,342 | 30M $ | 2.40 % | as of Mar 31, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 284,445 | 29.5M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 274,138 | 27.6M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 264,338 | 27.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| LargeCap Value Fund III Principal Funds, Inc | 248,181 | 25.7M $ | 1.14 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 251,562 | 25.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 232,024 | 24.1M $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| PGIM Jennison Utility Fund Prudential Sector Funds, Inc. | 226,053 | 22.7M $ | 0.63 % | as of Feb 27, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 223,760 | 22.4M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 215,198 | 22.3M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 205,020 | 20.7M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| First Trust Morningstar Dividend Leaders Index Fund First Trust Exchange-Traded Fund | 200,030 | 20.2M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust | 185,244 | 19.2M $ | 3.28 % | as of Apr 30, 2026 · Original filing |
| Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST | 183,382 | 19M $ | 0.77 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 177,484 | 17.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 171,851 | 17.3M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Nuveen Multi Cap Value Fund Nuveen Investment Trust | 167,191 | 16.8M $ | 1.59 % | as of Mar 31, 2026 · Original filing |
| Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 161,752 | 16.8M $ | 0.71 % | as of Apr 30, 2026 · Original filing |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | 156,894 | 15.8M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 154,028 | 15.4M $ | 0.22 % | as of Feb 28, 2026 · Original filing |
| Invesco High Yield Equity Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust | 147,614 | 15.3M $ | 1.44 % | as of Apr 30, 2026 · Original filing |
| 1290 VT Equity Income Portfolio EQ Advisors Trust | 148,867 | 15M $ | 3.37 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 147,742 | 14.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 140,205 | 14.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Touchstone Strategic Trust-Touchstone Value Fund Touchstone Strategic Trust | 125,419 | 12.6M $ | 2.24 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Value Fund WisdomTree Trust | 123,926 | 12.5M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 122,994 | 12.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares U.S. Infrastructure ETF iShares Trust | 120,527 | 12.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Utilities ETF iShares Trust | 115,521 | 12M $ | 0.74 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 113,360 | 11.8M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 110,450 | 11.5M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 112,952 | 11.4M $ | 0.23 % | as of Mar 31, 2026 · Original filing |
| BlackRock Global Allocation Fund, Inc. BlackRock Global Allocation Fund, Inc. | 107,926 | 11.2M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 110,533 | 11.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 100,049 | 10.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 99,372 | 10.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 99,994 | 10.1M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust | 88,847 | 9.2M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 90,128 | 9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 86,469 | 9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 84,661 | 8.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 79,620 | 8.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Utilities Fund American Century Quantitative Equity Funds, Inc. | 81,523 | 8.2M $ | 2.62 % | as of Mar 31, 2026 · Original filing |
| Global Shareholder Yield Fund John Hancock Funds III | 80,691 | 8.1M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST | 74,617 | 7.7M $ | 1.19 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 76,267 | 7.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Capital World Growth & Income Fund AMERICAN FUNDS INSURANCE SERIES | 73,947 | 7.5M $ | 0.38 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 70,610 | 7.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 70,931 | 7.1M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 69,488 | 7M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 69,226 | 6.9M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 68,049 | 6.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VALUE EQUITY FUND GuideStone Funds | 68,003 | 6.9M $ | 0.85 % | as of Mar 31, 2026 · Original filing |
| NYLI Epoch Global Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 65,873 | 6.8M $ | 0.73 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon Utilities Sector Fund JNL Series Trust | 64,603 | 6.5M $ | 0.76 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 61,901 | 6.4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST | 63,412 | 6.4M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| NYLI Epoch U.S. Equity Yield Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST | 61,302 | 6.4M $ | 0.55 % | as of Apr 30, 2026 · Original filing |
| Capital Income Builder AMERICAN FUNDS INSURANCE SERIES | 60,748 | 6.1M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| THRIVENT SMALL CAP STOCK PORTFOLIO Thrivent Series Fund, Inc. | 59,792 | 6M $ | 0.68 % | as of Mar 31, 2026 · Original filing |
| EQ/MFS Utilities Series Portfolio EQ Advisors Trust | 59,579 | 6M $ | 2.43 % | as of Mar 31, 2026 · Original filing |
| Global X U.S. Electrification ETF GLOBAL X FUNDS | 57,156 | 5.9M $ | 1.30 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 57,931 | 5.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| NYLI Income Builder Fund NEW YORK LIFE INVESTMENTS FUNDS | 52,192 | 5.4M $ | 0.48 % | as of Apr 30, 2026 · Original filing |
| Victory Market Neutral Income Fund Victory Portfolios II | 50,549 | 5.1M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Epoch U.S. Equity Yield Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 50,116 | 5M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 48,482 | 5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 48,360 | 5M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 49,962 | 5M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | 48,777 | 4.9M $ | 0.83 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 47,262 | 4.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 44,382 | 4.6M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I | 45,300 | 4.5M $ | 0.19 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 43,502 | 4.5M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| iShares MSCI USA Small-Cap Min Vol Factor ETF iShares Trust | 43,460 | 4.5M $ | 1.59 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 44,520 | 4.5M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Franklin U.S. Low Volatility High Dividend Index ETF Legg Mason ETF Investment Trust | 44,277 | 4.5M $ | 0.73 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 43,604 | 4.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 42,073 | 4.4M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| SIIT GLOBAL MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 43,100 | 4.3M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 40,679 | 4.2M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 38,853 | 4M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 37,818 | 3.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 36,033 | 3.7M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 35,014 | 3.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| BlackRock Advantage Large Cap Value Fund BlackRock Large Cap Series Funds, Inc. | 34,480 | 3.5M $ | 0.46 % | as of Feb 27, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 32,813 | 3.4M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 32,872 | 3.3M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 32,832 | 3.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Victory Integrity Mid-Cap Value Fund Victory Portfolios | 31,438 | 3.2M $ | 0.94 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 30,307 | 3.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| MML Income & Growth Fund MML SERIES INVESTMENT FUND | 31,139 | 3.1M $ | 2.43 % | as of Mar 31, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 29,456 | 3.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Stock Index Fund Northern Funds | 30,189 | 3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 27,342 | 2.8M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 27,028 | 2.8M $ | 0.21 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 27,364 | 2.8M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 27,419 | 2.8M $ | 0.04 % | as of Feb 28, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 26,878 | 2.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 26,446 | 2.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Victory Integrity Small/Mid-Cap Value Fund Victory Portfolios | 26,239 | 2.6M $ | 0.81 % | as of Mar 31, 2026 · Original filing |
| MidCap Value Fund I Principal Funds, Inc | 25,418 | 2.6M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 26,270 | 2.6M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 25,249 | 2.6M $ | 0.40 % | as of Apr 30, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 25,202 | 2.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 25,030 | 2.6M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 24,883 | 2.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 24,792 | 2.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 24,558 | 2.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 22,803 | 2.4M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 23,105 | 2.3M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | 22,318 | 2.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust | 21,705 | 2.2M $ | 0.62 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP Income Builder Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 21,449 | 2.2M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 20,798 | 2.2M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 20,300 | 2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust | 20,252 | 2M $ | 0.12 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust | 19,353 | 2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| AQR Managed Futures Strategy HV Fund AQR Funds | 19,888 | 2M $ | 0.16 % | as of Mar 31, 2026 · Original filing |
| American Beacon Diversified Fund American Beacon Institutional Funds Trust | 19,005 | 2M $ | 0.33 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 18,973 | 2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 19,607 | 2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 18,776 | 1.9M $ | 0.31 % | as of Apr 30, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 19,123 | 1.9M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 18,240 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 17,479 | 1.8M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | 17,992 | 1.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 18,013 | 1.8M $ | 0.23 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust | 17,369 | 1.8M $ | 0.30 % | as of Apr 30, 2026 · Original filing |
| SIMT U.S. Managed Volatility Fund SEI INSTITUTIONAL MANAGED TRUST | 17,668 | 1.8M $ | 0.37 % | as of Mar 31, 2026 · Original filing |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 17,060 | 1.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 16,394 | 1.7M $ | 0.38 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST | 16,797 | 1.7M $ | 0.32 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Diversified Return U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 16,312 | 1.7M $ | 0.39 % | as of Apr 30, 2026 · Original filing |
| iShares Global Utilities ETF iShares Trust | 16,630 | 1.7M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust | 15,866 | 1.6M $ | 2.10 % | as of Apr 30, 2026 · Original filing |
| JPMorgan U.S. Value Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 15,395 | 1.6M $ | 0.22 % | as of Apr 30, 2026 · Original filing |
| NAA SMID CAP VALUE FUND New Age Alpha Funds Trust | 15,694 | 1.6M $ | 0.56 % | as of Mar 31, 2026 · Original filing |
| American Funds Global Balanced Fund AMERICAN FUNDS INSURANCE SERIES | 15,375 | 1.5M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 15,000 | 1.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| ProShares Large Cap Core Plus ProShares Trust | 15,058 | 1.5M $ | 0.31 % | as of Feb 28, 2026 · Original filing |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 14,834 | 1.5M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| ALPS Electrification Infrastructure ETF ALPS ETF TRUST | 14,827 | 1.5M $ | 1.01 % | as of Feb 28, 2026 · Original filing |
| Equity Income Fund RUSSELL INVESTMENT CO | 14,059 | 1.5M $ | 0.98 % | as of Apr 30, 2026 · Original filing |
| JNL/BlackRock Global Allocation Fund JNL Series Trust | 14,289 | 1.4M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 13,801 | 1.4M $ | 0.18 % | as of Apr 30, 2026 · Original filing |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 13,857 | 1.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust | 13,550 | 1.4M $ | 1.44 % | as of Mar 31, 2026 · Original filing |
| Equity Index Portfolio PACIFIC SELECT FUND | 13,424 | 1.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Barrow Hanley US Value Opportunities Fund Perpetual Americas Funds Trust | 13,403 | 1.4M $ | 1.52 % | as of Mar 31, 2026 · Original filing |
| Multi-Asset Diversified Income Index Fund First Trust Exchange-Traded Fund VI | 12,965 | 1.3M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Value with Momentum ETF Invesco Exchange-Traded Fund Trust | 12,566 | 1.3M $ | 1.08 % | as of Apr 30, 2026 · Original filing |
| Pacer Lunt Large Cap Alternator ETF Pacer Funds Trust | 12,558 | 1.3M $ | 1.35 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 12,655 | 1.3M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 12,500 | 1.3M $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Stock Index Fund VALIC Co I | 12,428 | 1.2M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| MOA EQUITY INDEX FUND MoA Funds Corp | 12,355 | 1.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds | 11,781 | 1.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 12,033 | 1.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| NYLIM VP S&P 500 Index Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | 11,859 | 1.2M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| LVIP BlackRock Global Allocation Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,820 | 1.2M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Lazard Listed Infrastructure ETF Lazard Active ETF Trust | 11,399 | 1.1M $ | 4.79 % | as of Mar 31, 2026 · Original filing |
| SIIT U.S. MANAGED VOLATILITY FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 11,400 | 1.1M $ | 0.38 % | as of Feb 28, 2026 · Original filing |
| PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 10,750 | 1.1M $ | 0.42 % | as of Apr 30, 2026 · Original filing |