Funds holding Pool Corp
552 funds declare a position · 154 ETFs and 398 other funds · 3.1B $ · US73278L1052
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 | 1,051,833 | 212.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid-Cap Growth Fund, Inc. T. ROWE PRICE MID-CAP GROWTH FUND, INC. | 1,025,580 | 207.5M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust | 877,478 | 177.5M $ | 1.80 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 799,759 | 170.6M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 832,429 | 168.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 763,399 | 154.5M $ | 0.09 % | as of Mar 31, 2026 · Original filing |
| VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS | 503,601 | 107.4M $ | 0.44 % | as of Apr 30, 2026 · Original filing |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 417,148 | 94.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| iShares Core S&P 500 ETF iShares Trust | 421,906 | 85.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Touchstone Funds Group Trust-Touchstone Mid Cap Fund Touchstone Funds Group Trust | 367,834 | 74.4M $ | 1.70 % | as of Mar 31, 2026 · Original filing |
| MFS Massachusetts Investors Growth Stock Fund MFS Massachusetts Investors Growth Stock Fund | 279,046 | 63.4M $ | 0.64 % | as of Feb 28, 2026 · Original filing |
| HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC | 267,136 | 57M $ | 0.50 % | as of Apr 30, 2026 · Original filing |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 243,069 | 49.2M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Small-Cap Core Fund Virtus Equity Trust | 240,017 | 48.6M $ | 2.70 % | as of Mar 31, 2026 · Original filing |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 213,333 | 43.2M $ | 0.11 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Mid-Cap Core Fund Virtus Equity Trust | 210,892 | 42.7M $ | 2.19 % | as of Mar 31, 2026 · Original filing |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS | 184,133 | 39.3M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 184,260 | 37.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JNL/T. Rowe Price Mid-Cap Growth Fund JNL Series Trust | 183,100 | 37M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 180,890 | 36.6M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 174,952 | 35.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 174,214 | 35.2M $ | 2.46 % | as of Mar 31, 2026 · Original filing |
| JPMorgan Small Cap Equity Fund JPMorgan Trust I | 158,971 | 32.2M $ | 1.13 % | as of Mar 31, 2026 · Original filing |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 128,424 | 29.2M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS | 129,861 | 27.7M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| Fidelity Mid Cap Index Fund Fidelity Salem Street Trust | 122,195 | 26.1M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap ETF iShares Trust | 127,003 | 25.7M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Equity Funds, Inc. | 122,700 | 24.8M $ | 0.90 % | as of Mar 31, 2026 · Original filing |
| MassMutual Mid Cap Growth Fund MASSMUTUAL SELECT FUNDS | 106,126 | 21.5M $ | 0.78 % | as of Mar 31, 2026 · Original filing |
| AVE MARIA RISING DIVIDEND FUND Schwartz Investment Trust | 100,000 | 20.2M $ | 2.19 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST | 88,480 | 20.1M $ | 0.15 % | as of Feb 28, 2026 · Original filing |
| Column Mid Cap Select Fund Trust for Professional Managers | 87,828 | 20M $ | 0.66 % | as of Feb 28, 2026 · Original filing |
| THE HARTFORD MIDCAP FUND HARTFORD MUTUAL FUNDS, INC | 88,125 | 18.8M $ | 0.53 % | as of Apr 30, 2026 · Original filing |
| HARTFORD DISCIPLINED EQUITY HLS FUND HARTFORD SERIES FUND INC | 91,681 | 18.5M $ | 0.67 % | as of Mar 31, 2026 · Original filing |
| Empower T. Rowe Price Mid Cap Growth Fund EMPOWER FUNDS, INC. | 86,300 | 17.5M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| AB RELATIVE VALUE FUND, INC. AB RELATIVE VALUE FUND, INC. | 81,560 | 17.4M $ | 0.93 % | as of Apr 30, 2026 · Original filing |
| VIP Mid Cap Portfolio Variable Insurance Products Fund III | 84,600 | 17.1M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 82,506 | 16.7M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares Core Dividend Growth ETF iShares Trust | 75,395 | 16.1M $ | 0.04 % | as of Apr 30, 2026 · Original filing |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 73,219 | 15.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 62,736 | 14.3M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 61,197 | 13.9M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 68,620 | 13.9M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Quality ETF Invesco Exchange-Traded Fund Trust | 64,196 | 13.7M $ | 0.08 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 64,166 | 13.7M $ | 0.07 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 62,023 | 13.2M $ | 0.06 % | as of Apr 30, 2026 · Original filing |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 55,412 | 12.6M $ | 0.18 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 Value ETF iShares Trust | 61,477 | 12.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares S&P 500 Value ETF iShares Trust | 56,110 | 11.4M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Infrastructure ETF iShares Trust | 55,384 | 11.2M $ | 0.30 % | as of Mar 31, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 48,616 | 11M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| William Blair Small-Mid Cap Growth Fund WILLIAM BLAIR FUNDS | 54,400 | 11M $ | 0.98 % | as of Mar 31, 2026 · Original filing |
| Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 53,538 | 10.8M $ | 0.47 % | as of Mar 31, 2026 · Original filing |
| CONESTOGA SMID CAP FUND Conestoga Funds | 52,000 | 10.5M $ | 2.11 % | as of Mar 31, 2026 · Original filing |
| VANGUARD CONSUMER DISCRETIONARY INDEX FUND VANGUARD WORLD FUND | 46,012 | 10.5M $ | 0.16 % | as of Feb 28, 2026 · Original filing |
| American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS | 46,534 | 9.9M $ | 0.26 % | as of Apr 30, 2026 · Original filing |
| AB Relative Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 47,805 | 9.7M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Mid Cap Growth Portfolio Brighthouse Funds Trust I | 47,400 | 9.6M $ | 0.91 % | as of Mar 31, 2026 · Original filing |
| JPMorgan U.S. Quality Factor ETF J.P. Morgan Exchange-Traded Fund Trust | 43,204 | 9.2M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust | 44,842 | 9.1M $ | 0.24 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Value Fund, Inc. T. ROWE PRICE SMALL-CAP VALUE FUND, INC. | 43,498 | 8.8M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 42,168 | 8.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| WisdomTree U.S. Quality Dividend Growth Fund WisdomTree Trust | 41,480 | 8.4M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Growth ETF iShares Trust | 41,293 | 8.4M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 38,496 | 8.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| U.S. Small Cap Growth Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 36,936 | 7.9M $ | 0.41 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Mid-Cap Value ETF iShares Trust | 38,567 | 7.8M $ | 0.06 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 34,199 | 7.8M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST | 38,330 | 7.8M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| AVE MARIA VALUE FUND Schwartz Investment Trust | 38,000 | 7.7M $ | 1.47 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 37,930 | 7.7M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 35,559 | 7.6M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Royce Premier Fund ROYCE FUND | 36,921 | 7.5M $ | 0.75 % | as of Mar 31, 2026 · Original filing |
| U.S. Growth Fund John Hancock Funds III | 35,585 | 7.2M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 30,526 | 6.5M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Calvert Small Cap Fund Calvert Impact Fund, Inc. | 31,693 | 6.4M $ | 0.42 % | as of Mar 31, 2026 · Original filing |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 30,019 | 6.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 28,341 | 6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 29,878 | 6M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Consumer Discretionary ETF Invesco Exchange-Traded Fund Trust | 27,523 | 5.9M $ | 2.12 % | as of Apr 30, 2026 · Original filing |
| Nuveen Equity Index Fund TIAA-CREF Funds | 27,455 | 5.9M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 26,542 | 5.7M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Core S&P U.S. Value ETF iShares Trust | 27,773 | 5.6M $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| MFS Global Growth Fund MFS Series Trust VIII | 24,340 | 5.2M $ | 0.62 % | as of Apr 30, 2026 · Original filing |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 24,336 | 5.2M $ | 0.25 % | as of Apr 30, 2026 · Original filing |
| MFS Massachusetts Investors Growth Stock Portfolio MFS VARIABLE INSURANCE TRUST II | 25,034 | 5.1M $ | 0.61 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 1000 Growth ETF iShares Trust | 24,822 | 5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 21,847 | 5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 1000 ETF iShares Trust | 23,502 | 4.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 23,281 | 4.7M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| VELA SMALL CAP FUND VELA Funds | 22,313 | 4.5M $ | 2.71 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 19,017 | 4.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST | 18,911 | 4.3M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 19,710 | 4.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| Franklin U.S. Mid Cap Multifactor Index ETF Franklin Templeton ETF Trust | 20,672 | 4.2M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 20,516 | 4.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 19,341 | 4.1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| T. Rowe Price Mid-Cap Growth Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 19,533 | 4M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Timothy Plan Large/Mid Cap Value Fund TIMOTHY PLAN | 19,446 | 3.9M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| Nationwide Geneva Mid Cap Growth Fund Nationwide Mutual Funds | 18,314 | 3.9M $ | 1.49 % | as of Apr 30, 2026 · Original filing |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 19,239 | 3.9M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| CIBC ATLAS EQUITY INCOME FUND ADVISORS' INNER CIRCLE FUND | 18,192 | 3.9M $ | 1.11 % | as of Apr 30, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 19,077 | 3.9M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| AMG GW&K Small/Mid Cap Core Fund AMG Funds | 18,798 | 3.8M $ | 0.53 % | as of Mar 31, 2026 · Original filing |
| Large Cap Index Master Portfolio Master Investment Portfolio | 18,787 | 3.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 18,666 | 3.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Column Mid Cap Fund Trust for Professional Managers | 16,562 | 3.8M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| Large Cap Core Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 18,330 | 3.7M $ | 0.48 % | as of Mar 31, 2026 · Original filing |
| Fidelity Advisor Mid Cap II Fund Fidelity Advisor Series I | 18,200 | 3.7M $ | 0.22 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 17,097 | 3.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| JPMorgan SMID Cap Equity Fund JPMorgan Trust II | 17,547 | 3.6M $ | 1.24 % | as of Mar 31, 2026 · Original filing |
| HARTFORD MIDCAP HLS FUND HARTFORD SERIES FUND INC | 17,536 | 3.5M $ | 0.54 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 15,579 | 3.5M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 15,169 | 3.4M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| Advisors Capital Small/Mid Cap Fund NEIMAN FUNDS | 16,100 | 3.3M $ | 2.84 % | as of Mar 31, 2026 · Original filing |
| Villere Balanced Fund Professionally Managed Portfolios | 14,312 | 3.3M $ | 3.45 % | as of Feb 28, 2026 · Original filing |
| MML Mid Cap Growth Fund MML SERIES INVESTMENT FUND | 15,953 | 3.2M $ | 0.92 % | as of Mar 31, 2026 · Original filing |
| Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II | 15,889 | 3.2M $ | 0.28 % | as of Mar 31, 2026 · Original filing |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 15,773 | 3.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 14,917 | 3.2M $ | 0.16 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 15,619 | 3.2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Frontier Mid Cap Growth Portfolio Brighthouse Funds Trust II | 15,475 | 3.1M $ | 0.33 % | as of Mar 31, 2026 · Original filing |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 13,745 | 3.1M $ | 0.35 % | as of Feb 28, 2026 · Original filing |
| iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust | 13,442 | 3.1M $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| Partners III Opportunity Fund Weitz Funds | 15,000 | 3M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 14,000 | 2.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 13,752 | 2.8M $ | 0.41 % | as of Mar 31, 2026 · Original filing |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 13,697 | 2.8M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| Inspire Capital Appreciation ETF Northern Lights Fund Trust IV | 10,998 | 2.5M $ | 2.82 % | as of Feb 28, 2026 · Original filing |
| iShares Russell 2500 ETF iShares Trust | 12,335 | 2.5M $ | 0.10 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 11,550 | 2.5M $ | 0.10 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 10,731 | 2.4M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 11,927 | 2.4M $ | 0.14 % | as of Mar 31, 2026 · Original filing |
| Fidelity MSCI Consumer Discretionary Index ETF FIDELITY COVINGTON TRUST | 11,174 | 2.4M $ | 0.13 % | as of Apr 30, 2026 · Original filing |
| American Beacon Stephens Mid-Cap Growth Fund AMERICAN BEACON FUNDS | 11,745 | 2.4M $ | 0.39 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 10,909 | 2.3M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 10,607 | 2.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon Global Equity Income Fund BNY Mellon Investment Funds III | 10,584 | 2.3M $ | 1.07 % | as of Apr 30, 2026 · Original filing |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 10,353 | 2.2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| William Blair Small-Mid Cap Core Fund WILLIAM BLAIR FUNDS | 10,839 | 2.2M $ | 0.97 % | as of Mar 31, 2026 · Original filing |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 9,874 | 2.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 9,255 | 2.1M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 10,336 | 2.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 9,116 | 2.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| WESTWOOD QUALITY SMIDCAP FUND Ultimus Managers Trust | 9,583 | 2M $ | 1.92 % | as of Apr 30, 2026 · Original filing |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 9,511 | 2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 9,393 | 2M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 9,706 | 2M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II | 9,323 | 1.9M $ | 0.25 % | as of Mar 31, 2026 · Original filing |
| Fidelity Large Cap Growth Index Fund Fidelity Salem Street Trust | 8,750 | 1.9M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 8,927 | 1.8M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 8,300 | 1.8M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 7,789 | 1.8M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| TAX MANAGED SMALL CAP PORTFOLIO Tax-Managed Small-Cap Portfolio | 8,170 | 1.7M $ | 0.95 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Rising Dividend Growth Fund GOLDMAN SACHS TRUST | 8,085 | 1.7M $ | 0.43 % | as of Apr 30, 2026 · Original filing |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 7,511 | 1.7M $ | 0.03 % | as of Feb 28, 2026 · Original filing |
| U.S. Growth Trust John Hancock Variable Insurance Trust | 8,220 | 1.7M $ | 0.26 % | as of Mar 31, 2026 · Original filing |
| VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust | 7,983 | 1.6M $ | 0.58 % | as of Mar 31, 2026 · Original filing |
| AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust | 7,908 | 1.6M $ | 0.08 % | as of Mar 31, 2026 · Original filing |
| PIMCO RAE US Small Fund PIMCO Equity Series | 7,858 | 1.6M $ | 0.05 % | as of Mar 31, 2026 · Original filing |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 7,350 | 1.6M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 7,644 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Mid Cap Growth Index Fund Fidelity Salem Street Trust | 7,519 | 1.5M $ | 0.04 % | as of Mar 31, 2026 · Original filing |
| Rule One Fund World Funds Trust | 7,500 | 1.5M $ | 0.72 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 7,065 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 7,372 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 6,982 | 1.5M $ | 0.49 % | as of Apr 30, 2026 · Original filing |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 6,958 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Penn Series Large Cap Value Fund Penn Series Funds Inc | 7,310 | 1.5M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 6,901 | 1.5M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 6,900 | 1.5M $ | 0.56 % | as of Apr 30, 2026 · Original filing |
| JPMorgan Equity Index Fund JPMorgan Trust II | 7,243 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Virtus Tactical Allocation Fund Virtus Equity Trust | 7,191 | 1.5M $ | 0.27 % | as of Mar 31, 2026 · Original filing |
| Stock Index Fund Northern Funds | 7,187 | 1.5M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust | 7,020 | 1.4M $ | 0.35 % | as of Mar 31, 2026 · Original filing |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 6,558 | 1.4M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 6,802 | 1.4M $ | 0.17 % | as of Mar 31, 2026 · Original filing |
| iShares U.S. Consumer Discretionary ETF iShares Trust | 6,446 | 1.4M $ | 0.11 % | as of Apr 30, 2026 · Original filing |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 6,790 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 500 Index Trust John Hancock Variable Insurance Trust | 6,726 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 6,700 | 1.4M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 6,315 | 1.3M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| Copeland SMID Cap Dividend Growth Fund Copeland Trust | 5,707 | 1.3M $ | 0.88 % | as of Feb 28, 2026 · Original filing |
| State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST | 6,407 | 1.3M $ | 0.15 % | as of Mar 31, 2026 · Original filing |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 6,328 | 1.3M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Hilton Small-MidCap Opportunity ETF Tidal Trust II | 5,967 | 1.3M $ | 0.99 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 5,585 | 1.3M $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| PACE Small/Medium Co Value Equity Investments PACE SELECT ADVISORS TRUST | 5,733 | 1.2M $ | 0.46 % | as of Apr 30, 2026 · Original filing |
| Small Cap Value Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 6,027 | 1.2M $ | 0.21 % | as of Mar 31, 2026 · Original filing |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 5,666 | 1.2M $ | 0.05 % | as of Apr 30, 2026 · Original filing |
| BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust | 5,587 | 1.2M $ | 0.19 % | as of Apr 30, 2026 · Original filing |
| AST J.P. Morgan Conservative Multi-Asset Portfolio Advanced Series Trust | 5,702 | 1.2M $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| AVIP AB Relative Value Portfolio AuguStar Variable Insurance Products Fund Inc | 5,696 | 1.2M $ | 0.93 % | as of Mar 31, 2026 · Original filing |
| Guardian Integrated Research VIP Fund Guardian Variable Products Trust | 5,656 | 1.1M $ | 0.52 % | as of Mar 31, 2026 · Original filing |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 5,253 | 1.1M $ | 0.12 % | as of Apr 30, 2026 · Original filing |
| PSF Stock Index Portfolio Prudential Series Fund | 5,520 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Villere Equity Fund Professionally Managed Portfolios | 4,900 | 1.1M $ | 3.15 % | as of Feb 28, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 5,218 | 1.1M $ | 0.09 % | as of Apr 30, 2026 · Original filing |
| Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust | 5,184 | 1.1M $ | 0.15 % | as of Apr 30, 2026 · Original filing |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 5,127 | 1.1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |